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North Dallas Bank & Trust Co. jobs - 502 jobs

  • Banking Center Manager

    North Dallas Bank & Trust 4.1company rating

    North Dallas Bank & Trust job in Dallas, TX

    The Banking Center Manager for our Dallas location must be a multi-faceted leader with excellent business acumen to build an efficient sales team that consistently delivers exceptional customer service. Responsible for creating an environment that delivers an exceptional experience for both customers and employees. Responsible for overseeing daily operations, sales metrics, and improving the performance of the banking center. Determine the success of your center by identifying and hiring top talent; developing each member of your team to his/her fullest potential; set a clear direction for the center; create great partnerships within NDBT and the community at large - all while maintaining a focus on our customers. Responsibilities Actively identify, coach, develop, motivate and support employees so that they can provide superior service to every customer. Support, develop, and guide a positive environment for employees. Directly manage banking center team, including career development, performance management and recognition. Champion operational excellence for the center. Oversee sales, service, operational controls, financial and compliance standards, and overall performance of the center. Manage day-to-day sales efforts in the banking center, including frequent, active coaching sessions with relationship bankers and universal bankers. Motivate and encourage employees to meet and exceed monthly sales goals; market bank products and services and ensure employees have appropriate knowledge levels of bank offerings. Deliver on sales volumes and revenue targets in center, improving revenue and expenses while growing the banking center. Exceed customer expectations and ensure center team delivers outstanding service levels with every customer interaction. Lead, develop, and foster a customer focused culture. Participate in sales calls with business, wealth, and commercial partners. Improve digital adoption of customers by setting up self-service options to access their accounts for access 24 hours a day/7 days a week. Set clear objectives for the center and for each employee, and monitor progress and track results. Communicate center priorities throughout the day. Develop and maintain effective partnerships with other lines of business, such as Human Resources, Treasury, Wealth Management, Lenders, Mortgage, Deposit Operations, Compliance, and banking staff. Facilitate morning huddles, sales meetings, and monthly staff meetings. Ensure that the center team complies with policies, procedures, regulatory banking requirements, state and federal laws. Demonstrate leadership capacity and leadership courage. Demonstrate strong initiative in role. Lead and model NDBT mission statement. Supervisory Responsibilities Manages one or two subordinate supervisors who supervise a total of 4-10 employees in the Banking Center. Responsible for the overall direction, coordination, and evaluation of these units. Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Qualifications Two years of management experience preferred, Retail Banking highly preferred. Four to ten years related experience and/or training in banking. Outstanding leadership experience, with a proven, successful record of coaching and mentoring employees to improved results. Ability to understand and interpret a P&L. Superb probing, analytical, problem-solving and decision making abilities. Demonstrated commitment to operational integrity, policies, procedures, and regulatory banking requirements. Knowledge and interest in connecting customers to available products and technology. Strong community involvement and/or experience building partnerships with local businesses and organizations. Ability to plan and manage staffing to meet changing banking center and customer needs. Adaptability, flexibility, and ability to work banking center hours, including weekends and some evenings. Location: North Dallas on Preston Road at LBJ Frwy/635 Join the NDBTeam! We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering exciting opportunities for employees to grow and follow their passions, while providing a great work-life balance as well as job stability. Founded in 1961, NDBT has a long-standing reputation in the community and strives to provide excellent customer service to our customers and communities. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness. If this sounds like something you would like to be a part of - consider applying today. North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Not ready to apply? Connect with us for general consideration.
    $64k-102k yearly est. Auto-Apply 5d ago
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  • Property Administrator

    North Dallas Bank & Trust 4.1company rating

    North Dallas Bank & Trust job in Dallas, TX

    The Property Administrator provides administrative and operational support to the property management team, ensuring the efficient day-to-day management of commercial properties including retail banking operations and multi-tenant office buildings. This role acts as a key point of contact for tenants, vendors, and internal stakeholders, handling documentation, and customer service tasks including coordinating tenant relations, lease administration, financial documentation, and vendor services to ensure efficient property operations and compliance with commercial lease agreements. Responsibilities Provide administrative support to Property Managers and Facilities teams. Serve as the first point of contact for tenants, handling inquiries, and requests professionally. Coordinate maintenance requests, track work orders to ensure timely completion, as necessary. Maintain accurate tenant records, lease files, and critical dates (rent reviews, expiries, options). Assist with commercial lease administration, including preparation of leases, amendments, renewals, and abstracts. Support rent collection processes and consult with finance teams on arrears and reconciliations, invoicing, and basic accounts receivable tracking, assist with operating expense (OPEX) recoveries, invoicing, tenant bill-backs and CPI escalations. Prepare monthly and quarterly reports, including occupancy, compliance, and variance reports. Assist with compliance requirements such as insurance certificates, statutory inspections, and safety documentation. Coordinate site inspections, tenant meetings, and contractor access. Maintain accurate property files, databases, and compliance documentation. Schedule inspections, meetings, and property-related appointments. Prepare reports, correspondence, and notices as required. Ensure compliance with company policies, lease terms, and relevant regulations. Support move-in and move-out processes, including documentation and inspections. Qualifications High school diploma or equivalent (additional certification in property management is a plus) Previous experience in commercial property administration, real estate, or property office administration preferred. Strong administrative, organizational, time management and document management skills. Excellent communication and stakeholder coordination abilities Understanding of commercial lease structures and terminology (e.g., net leases, recoveries, CPI reviews). Proficiency in Microsoft Office and commercial property systems (e.g Yardi, Trane Ensemble). High attention to detail and ability to manage multiple properties and deadlines. Professional, customer-focused approach when dealing with tenants and contractors. Excellent written and verbal communication skills. Ability to manage confidential information with discretion. Customer-focused mindset with strong problem-solving abilities. Location: North Dallas, on Preston Road at 635/LBJ Frwy Join the NDBTeam! We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering exciting opportunities for employees to grow and follow their passions, while providing a great work-life balance as well as job stability. Founded in 1961, NDBT has a long-standing reputation in the community and strives to provide excellent customer service to our customers and communities. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness. If this sounds like something you would like to be a part of - consider applying today. North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Not ready to apply? Connect with us for general consideration.
    $28k-38k yearly est. Auto-Apply 4d ago
  • Teller I

    Business First Bank 4.1company rating

    Rosenberg, TX job

    The Teller I processes customer account transactions as well as customer services such as sales of official checks. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Is responsible for comprehensive, prompt and efficient customer transactions. * Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records. * Assists in the bank-by-mail function. * Issues traveler's checks and official checks. * Balances cash drawer at the end of the shift and compares totaled amount to computer generated proof sheet. Reports any discrepancies to the supervisor as necessary. * Ensures that the teller station is properly stocked with forms, supplies, etc. * Cashes checks from a variety of accounts upon proper verification. * Cross-sells financial institution services. * Receives loan and other payments ensuring that the payments match balances due. Enters payments into computer. * Places holds on accounts for uncollected funds * Counts, checks and packages coins and currency. * Is responsible for checking night depository bags and recording proper information on financial institution's forms. Job Requirements * High School diploma or equivalent * Six months to one year of cash handling experience is required * Good interpersonal communication, organizational and computer skills are required. Equal Opportunity Employer/Veterans/Disabled
    $29k-33k yearly est. 12d ago
  • Program Lead

    Bank of America 4.7company rating

    Plano, TX job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for supporting programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include assisting department managers with critical change initiatives and communicating, influencing, and negotiating both vertically and horizontally to obtain or leverage necessary resources. Job expectations include delivering regulatory and executive material and ensuring results align to program strategy, simplification, and new capabilities. Responsibilities: Assists with defining program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders Partners closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives Supports the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators Analyzes, evaluates, and overcomes program risks and produces program reports for managers and stakeholders Identifies key requirements for cross-functional teams and external vendors to perform in alignment with the program objectives Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations Desired Skills: At least 5-7 years of experience with relevant roles in operations, change technology or event management Ability to gather and synthesize information on operations and processes Experience with process improvement frameworks and change management processes Expert organizational skills to document, archive and track deliverables and timelines Proven ability to work productively and independently as part of cross-functional teams Excellent verbal and written communication skills, including ability to succinctly summarize complex problem statements, fit for respective audience Strong analytical and problem-solving skills Master skills in Microsoft Excel and PowerPoint Experience working in and/or partnering with Global Operations and/or Global Technology Ability to identify opportunities to add value beyond specific requests Skills: Process Design Program Management Project Management Reporting Strategy Planning and Development Issue Management Oral Communications Presentation Skills Prioritization Problem Solving Performance Management Process Performance Management Process Simplification Risk Management Workforce Planning Shift: 1st shift (United States of America) Hours Per Week: 40
    $107k-136k yearly est. Auto-Apply 60d+ ago
  • Merrill Lending Solutions Advisor II

    Bank of America 4.7company rating

    Houston, TX job

    Dallas, Texas;Seattle, Washington; Los Angeles, California; Houston, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************** **:** The Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on driving adoption of lending solutions across Merrill Wealth Management. Lending Solutions Advisor are embedded within the business to lead targeted business development efforts, primarily with Private Wealth Advisors and Merrill Financial Advisors with a concentrated focus on Ultra High Net Worth (UHNW) clients. They serve as the first point of contact for early-stage lending conversations and partner closely with GWIM Credit Advisors to deliver a seamless advisor and client experience, from opportunity identification through deal structuring and execution. **Job Description:** Responsible for directing and managing credit activities for a group of Private Wealth Management geographic markets including underwriting, risk analysis, approval, and monitoring credit quality for their area. Covers a credit and derivative portfolio that will generally be greater than $5Bn.; responsible for evaluating all credit exposure within the assigned region or territory; talent nurture and development is a key responsibility. Exercises significant joinder credit approval authority, approving and providing expertise on highly complex transactions within markets supported. Balancing risk management goals with the growth and profitability objectives of the groups supported. **Responsibilities:** **Drive growth by increasing advisor engagement and UHNW household penetration through education, opportunity identification, and early-stage client engagement** **Conduct book reviews and one-on-one advisor education sessions to uncover lending opportunities** **Lead initial client/prospect calls to discuss lending capabilities and gather financial information** **Pre-screen custom lending opportunities for alignment with GWIM lending guidelines and risk policy** **Prepare high-level deal memos and coordinate on potential opportunities with Credit Advisors** **Serve as advisor contact for key moments and escalations, as needed** **Present and participate in Division, Market, and office-level meetings, lending panels, roadshows, and client events** **Partner on deal structure, terms, and pricing with Credit Advisors (Credit Advisors retain pricing and approval authority)** **Stay current on lending solutions, risk policy, regulatory changes, and industry standards** **Identify incremental lending opportunities through renewals and loan modifications** **Contribute to Merrill Lending Solutions Group strategy, including product innovation and lending practice improvements** **Required Qualifications** : **12+ years of experience in wealth management, commercial lending, or credit advisory roles** **Strong interpersonal and communication skills, with ability to build trust and credibility with advisors and leadership** **Proven ability to educate and influence financial advisors on complex lending solutions** **Strong understanding of UHNW client needs and custom credit structuring** **Ability to manage multiple opportunities and deliver a high-quality advisor and client experience** **Familiarity with credit policy, risk management, and regulatory frameworks** + FINRA licenses: SIE, 7, 63 & 65 or 66, required **Desired Qualifications:** **Bachelor's degree preferred** **Experience structuring loans secured by commercial real estate, marketable securities, hedge funds, artwork, or other non-traditional collateral** **Skills in business development, relationship management, client engagement, and strategic thinking Skills Required: Skills:** **Business Development** **Client Management** **Loan Structuring** **Relationship Building** **Active Listening** **Credit Analysis** **Presentation Skills** **Collaboration** **Strategic Thinking** **Pipeline Management** **Problem Solving** **Sales Strategy** **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $86k-125k yearly est. 9d ago
  • Operations Engineering Support Specialist

    Bank of America 4.7company rating

    Plano, TX job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include performing initial investigations, mitigating impacts through routines and engaging in triages, responding to user requests, and working with technology teams to identify, troubleshoot, and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration. Overview: Engineering Ops L1 Support Specialist provides first-level support for test environments used in integrated testing of applications. This role ensures smooth operation of test environments, monitors stability and escalates issues to higher-level support when necessary. Responsibilities: Monitors and supports application components and related infrastructure, acts as the first point of contact for users, and responds to alerts regarding potential production incidents Interprets and monitors dashboards, tools, and reports in order to proactively identify and address potential issues prior to production impact, escalating issues to senior team members or subject matter experts as needed Performs environment routing and cycling, implements splash pages, and conducts user ID administration access provisioning/deprovisioning (additions, modifications, deletions) for applications Works with technical partners to generate status updates, create technical detail for awareness communications, such as infrastructure, application and client impact, and component points of failure, and schedules follow up meetings Partners with change and release teams to support implementations and proactively identify potential issues resulting from changes Tracks incidents and requests in a defined system, executes procedures reliably, fulfills requests from business users and operations, and escalates issues as needed to solve incidents quickly Keeps operational procedures updated and provides data that adheres to documentation requirements and audits Environment Monitoring & Maintenance Perform routine health checks and basic troubleshooting Critical/High priority defect handling Act as the first point of contact for environment-related issues Log, categorize, and resolve critical/High-priority defects Escalate complex issues to next level of supports and SMEs Document and Reporting Maintain accurate records of defects, resolutions and possible postmortem Provide daily/weekly status updates on environment health Define and stand-up new service capability Define the services and capabilities Document marketing points for the services with values Collaboration Collaborate with cross-functional and multi-location teams to resolve complex issues. Required Skills: 2-5+ years of relevant work experience in IT support, QA support or environment management Application Development or Support Experience Strong analytical, triage and issue resolution skills Excellent communication and teamwork abilities. Customer-service mindset Ability to work in cross functional and multi-location teams. Experience/Ability with working in complex, highly integrated, fast paced and high-volume environment Ability coordinates multiple troubleshooting calls Ability to generate daily useful Metrics and email reporting Ability to learn and adapt quickly with application and technology changes May be required to work in shifts Experience with the following technical skills: Excel, Jira, PowerPoint, Kanban SDLC methodologies Linux/Unix Commands and Shell Scripting RDBMS and SQL experience in MS SQL Server Desired Skills: Financial Industry Experience Strong understanding of SDLC concepts Familiarity with automation scripts using PowerShell Ideal Candidate Profile: A proactive, detail-oriented professional with strong technical acumen and the ability to work effectively in complex, high-volume environments. The candidate should demonstrate adaptability, collaboration, and a commitment to continuous learning. Skills: Adaptability Analytical Thinking Influence Production Support Risk Management Automation Collaboration Result Orientation Solution Delivery Process Solution Design Business Acumen DevOps Practices Innovative Thinking Project Management Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130) Pay and benefits information Pay range$80,700.00 - $128,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $80.7k-128.3k yearly Auto-Apply 39d ago
  • Wealth Management Summer Analyst Program - Private Bank 2027

    Bank of America Corporation 4.7company rating

    Dallas, TX job

    With more than 200 years in the financial services industry, Bank of America Private Bank has cultivated an award-winning team dedicated to providing exceptional service and guidance to our clients and prospects. As a leader in private wealth management, we provide a vast array of resources and customized solutions to help meet our clients' unique wealth structuring, investment management and credit needs. The Private Bank is focused on building long-term client relationships that are supported by a team of experienced advisors and highly credentialed specialists who provide a range of services, including investment management, trust and fiduciary solutions, financial and succession planning, philanthropic, specialty asset management, family office services, art services and custom credit solutions. What we offer and what you'll experience: Our Private Bank Summer Analyst Program is designed to offer you the unique opportunity to work in and gain exposure to the various teams within The Private Bank including Relationship Management, Trust & Wealth Structuring and Investment Management. Our structured summer internship provides extensive on-the-job training where you are aligned to a high-performing client team to gain hands-on experience and knowledge to serve ultra-high-net-worth clients ranging from business owners to corporate executives to entrepreneurs and innovators. In addition to receiving educational content and exposure to various thought leaders, you will be provided with coaching, mentorship and volunteer opportunities throughout the program. What you'll do: As a summer analyst, you will participate in robust programming and skills-based curriculum and gain exposure of daily client-related tasks such as: * Helping with new business generation, prospect cultivation and client engagement * Managing the execution of client service activities such as digital onboarding, initiating and monitoring account openings and asset transfers * Handling client inquiries and coordinating with specialists and service centers to deliver an integrated service experience to the client * Servicing account maintenance activities, including trust accounting transactions, processing deposits/transfers and providing reports * Conducting research projects on behalf of clients and/or maintaining organizational investment industry research and report information * Assessing client experience across live/digital touchpoints to identify opportunities for modernization and integration * Providing administrative coordination with trading, operations and client service teams Who we're looking for: We are looking for highly motivated individuals who are energetic, outgoing, analytical and entrepreneurial with an interest in gaining a sophisticated, well-rounded skillset aligned to wealth structuring, credit and banking, trust and relationship management. Required: * Students must be pursuing a Bachelors or Bachelors direct to Masters degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 * Demonstrated record of achievement such as extracurricular activities or leadership roles * Passion for investing and a strong understanding of finance * Excellent communication and presentation skills * Analytical, quantitative and critical thinking skills * Strong interpersonal skills with an ability to work effectively within a team * Ability to think independently and demonstrate good judgment * Strong time management and organizational skills * Ability to multi-task with a strong attention to detail Preferred: * 3.2 minimum GPA preferred * Technical skills such as Excel and PowerPoint Bank of America is unable to consider candidates that will require visa sponsorship, now or in the future, for this specific role. Bank of America does not complete third party forms from colleges, universities, or other parties. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC. This job will be open and accepting applications for a minimum of seven days from the date it was posted. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Travel: On needs basis Full / Part-time: Fulltime Hours Per Week: 40.00 Shift: 1st shift
    $63k-87k yearly est. 2d ago
  • Relationship Banker

    North Dallas Bank & Trust 4.1company rating

    North Dallas Bank & Trust job in Dallas, TX

    A Relationship Banker in our Dallas Banking Center is responsible for leading and delivering an outstanding experience to NDBT customers. You will acquire, manage and retain meaningful relationships with our customers, using financial knowledge to offer thoughtful solutions to help address financial needs. Relationship Bankers perform other related duties as required to achieve Banking Center goals. Responsibilities Primary role to open new accounts, certificates of deposit, taking non-real estate consumer loan applications, and all other ancillary products offered by the Bank; answer customer questions, provide account opening information and ensure proper paperwork is completed and entered on the computer system. Develop and maintain close relationships with the customer base of the Banking Center and thorough knowledge of account ownership, active participation in lobby leadership, greeting customers by name, and adherence to customer service standards as outlined by North Dallas Bank & Trust Co. Manage assigned customer portfolio and proactively meet with customers - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations. The appointments would primarily be held in the Banking Center. Maintain a working knowledge of and utilize a consultative approach with every customer interaction. Deliver customized banking solutions and recommendations based on customer need. Improve digital adoption of customers by setting up self-service options to access their accounts 24 hours a day/7 days a week. Uncover opportunities with customers and partner with Specialists (Wealth, Treasury, Mortgage, and Commercial) to connect customers to experts who can help them with specialized financial needs. Process non-real estate consumer loan applications and close non-real estate loans according to established procedures. Maintain a well-developed working knowledge of the complete line of Bank products and services offered, take responsibility to keep up to date and request assistance for further development needs. Provide a customer experience, as defined by North Dallas Bank & Trust Co., that is consistent across all customer touch points with intentional focus on customer satisfaction, loyalty and retention that provides a differentiated experience from other financial institutions in the marketplace. Respond to all customer inquiries and service requests, providing prompt and accurate resolution of problems/issues in a timely manner, generally within 24 hours, refer complex issues to the Banking Center Manager. Initiate and maintain customer contact through a variety of methods, including but not limited to, customer interaction on the teller line and account area, phone prospecting, outbound calls to customers, appointments could be conducted inside or outside the bank, and attending community events as needed. Participate in morning huddles, sales meetings and monthly staff meetings. Adhere to policies, procedures, regulatory banking requirements, and state and federal laws. Meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management. Qualifications Bachelor's degree from a four-year college or university; or two to four years related experience and/or training with two years retail banking sales experience or two years financial services experience; or two years in a relationship sales role; or an equivalent combination of education and experience. Ability to work Branch hours Demonstrated ability to learn products, services and procedures quickly and accurately. Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs. Comfortable educating others on technology. Professional, thorough and organized with strong follow-up skills. Performs well in a team environment and proactively collaborates with others to serve customers. Ability to understand and follow policies, procedures and regulatory requirements. Projects a professional image in dress, manor and communication. Location: North Dallas, on Preston Road at 635/LBJ Frwy Join the NDBTeam! We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering exciting opportunities for employees to grow and follow their passions, while providing a great work-life balance as well as job stability. Founded in 1961, NDBT has a long-standing reputation in the community and strives to provide excellent customer service to our customers and communities. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness. If this sounds like something you would like to be a part of - consider applying today. North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Not ready to apply? Connect with us for general consideration.
    $30k-35k yearly est. Auto-Apply 5d ago
  • Fraud Analytics and Innovation Lead Analyst

    Bank of America 4.7company rating

    Plano, TX job

    Charlotte, North Carolina;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Tampa, Florida; Chicago, Illinois; Jacksonville, Florida; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************* **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Summary:** This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. **Responsibilities:** + Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance + Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics + Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management + Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights + Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products + Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape + Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners + Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities + Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance + Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics + Identifies business trends based on economic and portfolio conditions and communicates findings to senior management + Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights **Required Qualifications:** + Minimum 3 years SAS/SQL Coding knowledge and/or experience + Ability to manage multiple projects in a complex and rapidly-changing environment + Ability to work independently as well as part of a team + Demonstrate strong analytical skills + Previous risk/fraud analysis, strategy development, or related experience + Strong written and oral communication skills + Intellectually curious and willing to dive into complete issues\problems and solve **Desired Qualifications:** + 5+ years of risk analysis, strategy development, or related experience + 5+ years of SAS or SQL Coding experience + Prior experience in Authentication, Fraud, Debit Card or other related risk fields + Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) + Experience managing relationships and projects with external vendor partners **Skills:** + Analytical Thinking + Business Analytics + Data and Trend Analysis + Fraud Management + Problem Solving + Collaboration + Innovative Thinking + Monitoring, Surveillance, and Testing + Presentation Skills + Risk Management + Data Visualization + Interpret Relevant Laws, Rules, and Regulations + Issue Management + Oral Communications + Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $54k-89k yearly est. 60d+ ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    El Paso, TX job

    Albuquerque, New Mexico;El Paso, Texas; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************** **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $49k-81k yearly est. 60d+ ago
  • Information Security Officer

    North Dallas Bank & Trust 4.1company rating

    North Dallas Bank & Trust job in Dallas, TX

    The Information Security Officer (ISO) is responsible for developing, implementing, and maintaining the bank's information security program to ensure the confidentiality, integrity, and availability of data and systems. This role ensures compliance with regulatory requirements, industry standards, and internal policies while proactively managing cybersecurity risks. It also provides independent oversight and effective challenge to IT initiatives, ensuring security risks are identified, assessed, and mitigated in alignment with regulatory requirements and organizational standards. Responsibilities Governance & Compliance Maintain security policies, standards, and guidelines, including the overall Information Security Program, ensuring compliance with applicable laws and regulations. Prepare and present security reports to senior management, IT committees, and the Board. Audits and Reviews Ensure the IT audit program is appropriate for the risk, size, and complexity of the institution. Engage IT auditors and facilitate IT audits and examinations, as well as track and report findings to management, IT committees, and the Board. Lead user access reviews for critical systems and oversee user access evaluations of business line technologies. Conduct social engineering tests and implement targeted training as warranted. Management Collaboration Partner with business line management to map information flows, identify vulnerabilities, and design effective protection strategies. Provide expert guidance on security risks inherent in new initiatives, recommending practical mitigation measures to support business objectives. Business Continuity and Incident Response Maintain, evolve, and test the bank's business continuity, disaster recovery, and incident response plans to ensure operational resilience. Lead the incident response team during security breaches or cyber events, coordinating swift containment, investigation, and recovery efforts. Security Awareness & Training Develop and deliver engaging security awareness training programs for employees and the Board. Promote a culture of security throughout the organization. Technical Oversight Oversee implementation of security controls such as firewalls, encryption, and intrusion detection systems. Collaborate with IT teams to ensure secure system configurations, effective patch management, and continuous monitoring of vulnerability management. Evaluate, monitor, and proactively recommend enhancements to data loss prevention program and encryption standards. Review vendor complementary user entity controls and validate implementation of the appropriate internal controls. Qualifications Minimum of five (5) years' experience in information security or IT risk management, preferably in banking or other financial services. Bachelor's degree in information security, cybersecurity, or a related field preferred. Professional certifications such as CISSP, CISM, or CISA preferred. Strong analytical and quantitative skills to assess risk, analyze data, and understand new concepts. Critical thinking skills with the ability to independently solve problems with data. Familiarity with banking regulations and compliance standards, including those set by the FDIC, FFIEC, and other regulatory bodies. Strong verbal and written communication skills to present findings and recommendations clearly. Ability to identify information security risks and develop strategies to mitigate them. High level of accuracy and attention to detail when analyzing data and preparing reports. Ability to work collaboratively with various departments, including audit and operations. Capacity to manage multiple projects and programs simultaneously. Ability to prioritize tasks and meet deadlines. Location: North Dallas, on Preston Road at 635/LBJ Frwy Join the NDBTeam! We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering exciting opportunities for employees to grow and follow their passions, while providing a great work-life balance as well as job stability. Founded in 1961, NDBT has a long-standing reputation in the community and strives to provide excellent customer service to our customers and communities. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness. If this sounds like something you would like to be a part of - consider applying today. North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Not ready to apply? Connect with us for general consideration.
    $98k-119k yearly est. Auto-Apply 16d ago
  • Credit Officer II - Asset Based Finance

    Bank of America 4.7company rating

    Dallas, TX job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing, monitoring, and documenting credit risk for a portfolio of clients. Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum. Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and risk strategies and coaching and leading team members. Responsibilities: Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury Exercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actions Acts as a senior coverage team resource supporting ongoing credit matters and asset quality, maintaining adherence to the bank's risk appetite and risk strategies to mitigate losses while identifying opportunities to responsibly growing the loan portfolio Leads new credit originations in coordination and collaboration with the coverage teams including Relationship Managers, Risk, Syndications, Treasury, and all other product partners Negotiates and structures legal documentation related to loans and derivatives Establishes appropriate internal risk ratings for clients and implements accurate adjustments throughout the client's credit life cycle Trains, coaches, and mentors Credit Analysts and Associates Required Qualifications: 7+ years' of experience in asset based and/or commercial lending Experience in monitoring the credit health of asset based or commercial lending clients. Strong knowledge and comprehension of loan and collateral documentation Ability to accurately analyze borrower's financial picture and deliver a comprehensive risk analysis to manager and risk officers Confidence and ability to develop an independent viewpoint and present a business case to support conclusions Excellent relationship management skills, experience working in a team environment, ability to help influence constituencies with diverse views towards consensus Coaching and mentoring skills Strong Microsoft Office Skills Desired Qualifications: Bachelor's Degree in Accounting and/or Finance 10+ years' of experience in asset based and/or commercial lending Skills: Analytical Thinking Credit and Risk Assessment Financial Analysis Loan Structuring Underwriting Attention to Detail Business Acumen Financial Forecasting and Modeling Research Analysis Written Communications Collaboration Critical Thinking Portfolio Analysis Shift: 1st shift (United States of America) Hours Per Week: 40
    $97k-130k yearly est. Auto-Apply 34d ago
  • Business Support Manager II - Global AML Ops Strategic Content Manager

    Bank of America 4.7company rating

    Fort Worth, TX job

    Charlotte, North Carolina;Chandler, Arizona; Fort Worth, Texas; Phoenix, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************************** **:** **About Us** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers. Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities. The Business Support Manager II on the AML Strategy & Enablement team will design and deliver compelling, data-driven presentation materials that articulate the strategic vision, performance, and regulatory posture of our Anti-Money Laundering (AML) program. **Responsibilities:** + Transform complex data and compliance narratives into clear, persuasive stories for senior executive management and regulatory audiences + Act as a trusted partner for AML + Craft messaging frameworks for key organizational priorities, ensures consistency and professionalism in all content + Leads efforts to simplify complex concepts for diverse audiences **Required Qualifications:** + 5+ years in financial services, compliance, or risk management with a focus on executive communications or strategic reporting + Proven ability to design and structure executive presentations that tell a clear, compelling story; experience building frameworks and templates for strategic decks + Advanced expertise in PowerPoint and visual storytelling techniques, including layout, design principles, and data visualization + Advanced proficiency in data visualization tools (e.g., Tableau and Power BI) + Strong understanding of AML concepts, regulatory frameworks, and risk management principles; ability to stay current on AML regulatory developments and industry best practices + Ability to translate analytics and business insights into narratives that resonate with senior leadership + Strong strategic thinking, problem-solving, and adaptability to shifting priorities and regulatory changes + Exceptional written and verbal communication skills with a focus on persuasive storytelling; ability to manage sensitive information with discretion + Excellent organizational and time management skills; self-starter with high energy and attention to detail, able to work with minimal supervision **Desired Qualifications** : + Bachelor's degree in communications, Business, Finance, Data Analytics, or related field + Experience in executive communications, strategic messaging, or content development for leadership forums + Familiarity with visual design best practices and tools beyond PowerPoint + Experience with OCC, Federal Reserve, and other regulatory expectations + Ability to coach stakeholders on effective storytelling and presentation delivery + Strong partnership and relationship management skills; ability to work and effectively communicate across functions and organizational levels + Expertise in executive reporting or board-level communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $80k-109k yearly est. 30d ago
  • Commercial Banker

    Business First Bank 4.1company rating

    Heath, TX job

    Originates commercial loans, promotes commercial banking institution and its lending and depository services to the community and helps to identify and serve the community's financial needs by participating in community activities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Solicits commercial loans and deposit relationships for the commercial banking institution. Informs prospective commercial loan clients of the institution's underwriting guidelines and applicable government regulations. Takes loan applications, negotiates terms and closes loans on major projects and substantial loan requests. Evaluates and negotiates potential customer loan requests and makes loan approval recommendations to management, including analyzing applicant's credit history, repayment capabilities, and collateral specifications. Communicates complex approvals or denials to the borrower. Markets the commercial banking institution's ancillary products and services to clients. Manages the clients banking accounts for the life of the client's relationship. Actively participates in the institution's community activities and maintains close contact with local business owners, potential high net worth clients and prospects. Commercial and industrial lending experience a plus. Job Requirements Bachelor's degree in business, finance or related field. 10+ years of experience in a commercial banking setting. Knowledge of commercial lending policies and procedures including state and federal regulations. Strong sales, organizational and interpersonal communication skills. Excellent oral and written communication skills in order to effectively communicate with customers about the commercial banking programs and policies. Strong financial and analytical skills. Equal Opportunity Employer/Veterans/Disabled
    $36k-59k yearly est. Auto-Apply 8d ago
  • Compliance Specialist

    North Dallas Bank & Trust 4.1company rating

    North Dallas Bank & Trust job in Dallas, TX

    Examine, verify, and document compliance with federal and state regulatory laws and adherence to internal policies and procedures. Responsibilities Stay abreast of changes to federal and state banking laws and regulations affecting the management, operations, and product offerings of the financial institution. Conduct compliance audits with operating departments to ensure adherence to laws and regulations. Develop compliance auditing plans based on thorough research on studies conducted by government agencies and professional organizations. Prepare and submit audit findings, make recommendations to management when appropriate, and perform appropriate follow-up to ensure compliance with findings and recommendations. Inform and advise Compliance Officer of conditions and status of the bank's adherence to laws and regulations. Examine policies, procedures, and practices to ensure compliance with laws and regulations. Provide support to other operating units and managers affected by compliance issues and regulatory requirements. Ensure accuracy of data and underlying documentation on the loan application registers (LARs). Maintain and generate reports from the bank's compliance software systems. Keep Compliance Officer apprised of compliance items and assist Compliance Officer as needed. Other duties may be assigned. Qualifications Four year college or university program degree; or three years compliance and/or auditing experience and/or training; or equivalent combination of education and experience An in-depth understanding of the industry's rules, guidelines, and regulations Multitasker with strong attention to detail, analytical, and statistical skills Good computer skills and experience with relevant software programs Strong communication and interpersonal skills Well-organized, efficient, self-starter, and able to work independently Dedication to objectivity Location: Dallas (Preston Rd. and LBJ Frwy/I635) Join the NDBTeam! We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering exciting opportunities for employees to grow and follow their passions, while providing a great work-life balance as well as job stability. Founded in 1961, NDBT has a long-standing reputation in the community and strives to provide excellent customer service to our customers and communities. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness. If this sounds like something you would like to be a part of - consider applying today. North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Not ready to apply? Connect with us for general consideration.
    $46k-62k yearly est. Auto-Apply 2d ago
  • Universal Banker

    North Dallas Bank & Trust 4.1company rating

    North Dallas Bank & Trust job in Frisco, TX

    The Universal Banker in our FRISCO banking center is responsible for providing teller based transactions and handling maintenance and service requests for consumer and business products/services for new and existing customers while delivering an exceptional customer experience. Universal Bankers process deposits, transfers, withdrawals, and other transactions in accordance with established policies and procedures. Responsibilities Primary role to perform maintenance and service duties for customers: greet customers/prospects in the lobby, on the teller line, or on the phone. Research customer inquiries, orders checks and/or debit cards, return phone calls, accept and forward wires, and other customer originated service needs with the intent of enhancing customer retention and exploring additional sale opportunities. Use needs-based assessment tools to analyze and determine customer needs. Recommend and offer appropriate solutions (consumer and business) both in person and on the telephone. Use the conversation model to uncover customer needs using open-ended questions. Secondary resource in the center for new accounts, accurately opens, closes and maintains customer's accounts according to established policies and procedures. Ensure that new accounts are properly boarded and cross-sell opportunities identified and pursued. Assist and educate customers on the use of self service and remote channels. Provide ongoing relationship servicing with current customers to maintain goodwill and gain additional business. Qualifications 40 hours per week - Must be able to work during banking hours, which are 8:00 AM until 5:00 PM Monday through Friday, and some Saturdays from 8:00 AM until 12:00 PM (noon). Minimum 2 years customer service experience as well as cash handling experience. Minimum 2 years teller/banker experience within a regulated financial institution or retail banking required. Strong listening skills, excellent customer service skills, comfortable asking questions and identifying needs to expand the customer relationship. Location: Frisco, TX (Preston Road at Stonebrook Pkwy) Join the NDBTeam! We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering exciting opportunities for employees to grow and follow their passions, while providing a great work-life balance as well as job stability. Founded in 1961, NDBT has a long-standing reputation in the community and strives to provide excellent customer service to our customers and communities. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness. If this sounds like something you would like to be a part of - consider applying today. North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Not ready to apply? Connect with us for general consideration.
    $29k-34k yearly est. Auto-Apply 2d ago
  • Merrill Lending Solutions Advisor II

    Bank of America 4.7company rating

    Dallas, TX job

    Dallas, Texas;Seattle, Washington; Los Angeles, California; Houston, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************** **:** The Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on driving adoption of lending solutions across Merrill Wealth Management. Lending Solutions Advisor are embedded within the business to lead targeted business development efforts, primarily with Private Wealth Advisors and Merrill Financial Advisors with a concentrated focus on Ultra High Net Worth (UHNW) clients. They serve as the first point of contact for early-stage lending conversations and partner closely with GWIM Credit Advisors to deliver a seamless advisor and client experience, from opportunity identification through deal structuring and execution. **Job Description:** Responsible for directing and managing credit activities for a group of Private Wealth Management geographic markets including underwriting, risk analysis, approval, and monitoring credit quality for their area. Covers a credit and derivative portfolio that will generally be greater than $5Bn.; responsible for evaluating all credit exposure within the assigned region or territory; talent nurture and development is a key responsibility. Exercises significant joinder credit approval authority, approving and providing expertise on highly complex transactions within markets supported. Balancing risk management goals with the growth and profitability objectives of the groups supported. **Responsibilities:** **Drive growth by increasing advisor engagement and UHNW household penetration through education, opportunity identification, and early-stage client engagement** **Conduct book reviews and one-on-one advisor education sessions to uncover lending opportunities** **Lead initial client/prospect calls to discuss lending capabilities and gather financial information** **Pre-screen custom lending opportunities for alignment with GWIM lending guidelines and risk policy** **Prepare high-level deal memos and coordinate on potential opportunities with Credit Advisors** **Serve as advisor contact for key moments and escalations, as needed** **Present and participate in Division, Market, and office-level meetings, lending panels, roadshows, and client events** **Partner on deal structure, terms, and pricing with Credit Advisors (Credit Advisors retain pricing and approval authority)** **Stay current on lending solutions, risk policy, regulatory changes, and industry standards** **Identify incremental lending opportunities through renewals and loan modifications** **Contribute to Merrill Lending Solutions Group strategy, including product innovation and lending practice improvements** **Required Qualifications** : **12+ years of experience in wealth management, commercial lending, or credit advisory roles** **Strong interpersonal and communication skills, with ability to build trust and credibility with advisors and leadership** **Proven ability to educate and influence financial advisors on complex lending solutions** **Strong understanding of UHNW client needs and custom credit structuring** **Ability to manage multiple opportunities and deliver a high-quality advisor and client experience** **Familiarity with credit policy, risk management, and regulatory frameworks** + FINRA licenses: SIE, 7, 63 & 65 or 66, required **Desired Qualifications:** **Bachelor's degree preferred** **Experience structuring loans secured by commercial real estate, marketable securities, hedge funds, artwork, or other non-traditional collateral** **Skills in business development, relationship management, client engagement, and strategic thinking Skills Required: Skills:** **Business Development** **Client Management** **Loan Structuring** **Relationship Building** **Active Listening** **Credit Analysis** **Presentation Skills** **Collaboration** **Strategic Thinking** **Pipeline Management** **Problem Solving** **Sales Strategy** **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $87k-125k yearly est. 9d ago
  • Divisional Managed Investment Consultant

    Bank of America 4.7company rating

    Frisco, TX job

    Frisco, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation, and best practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but are not limited to) the following: + Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practices centered on investment advisory business. + The Divisional Managed Investment Consultant is focused on supporting the advisors in their respective divisions to drive sales growth through in-person meetings, virtual and phone interactions. They should think independently, develop and execute strategies to achieve their growth goals for their respective territories. + The Divisional Managed Investment Consultant shall partner with their coverage team potentially consisting of their Divisional Managed Investment Consultant Analyst and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors. **Qualifications:** + 10+ years experience in financial services industry + 10 years sales experience + Knowledge of professionally managed investment products and/or investment advisory business preferred + Deep subject matter expertise on the Firm's high-conviction investment offerings, including our Firm Discretionary solutions preferred + Ability to work under pressure, meet deadlines and meet clearly defined measurements + Strong communication, interaction and presentation skills required + Self-motivated, adaptive, positive attitude and high energy are a must + Must display a passion for achieving aggressive goals in innovative and highly professional way + Bachelor's degree or equivalent experience + Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date. **Skills:** + Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth Planning + Active Listening + Adaptability + Product Marketing and Branding + Sales Strategy + Trading and Investment Analysis + Coaching + Collaboration + Customer and Client Focus + Influence + Process Simplification **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $45k-75k yearly est. 60d+ ago
  • Relationship Banker

    North Dallas Bank & Trust 4.1company rating

    North Dallas Bank & Trust job in Irving, TX

    A Relationship Banker in our Las Colinas Banking Center is responsible for leading and delivering an outstanding experience to NDBT customers. You will acquire, manage and retain meaningful relationships with our customers, using financial knowledge to offer thoughtful solutions to help address financial needs. Relationship Bankers perform other related duties as required to achieve Banking Center goals. Responsibilities Primary role to open new accounts, certificates of deposit, taking non-real estate consumer loan applications, and all other ancillary products offered by the Bank; answer customer questions, provide account opening information and ensure proper paperwork is completed and entered on the computer system. Develop and maintain close relationships with the customer base of the Banking Center and thorough knowledge of account ownership, active participation in lobby leadership, greeting customers by name, and adherence to customer service standards as outlined by North Dallas Bank & Trust Co. Manage assigned customer portfolio and proactively meet with customers - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations. The appointments would primarily be held in the Banking Center. Maintain a working knowledge of and utilize a consultative approach with every customer interaction. Deliver customized banking solutions and recommendations based on customer need. Improve digital adoption of customers by setting up self-service options to access their accounts 24 hours a day/7 days a week. Uncover opportunities with customers and partner with Specialists (Wealth, Treasury, Mortgage, and Commercial) to connect customers to experts who can help them with specialized financial needs. Process non-real estate consumer loan applications and close non-real estate loans according to established procedures. Maintain a well-developed working knowledge of the complete line of Bank products and services offered, take responsibility to keep up to date and request assistance for further development needs. Provide a customer experience, as defined by North Dallas Bank & Trust Co., that is consistent across all customer touch points with intentional focus on customer satisfaction, loyalty and retention that provides a differentiated experience from other financial institutions in the marketplace. Respond to all customer inquiries and service requests, providing prompt and accurate resolution of problems/issues in a timely manner, generally within 24 hours, refer complex issues to the Banking Center Manager. Initiate and maintain customer contact through a variety of methods, including but not limited to, customer interaction on the teller line and account area, phone prospecting, outbound calls to customers, appointments could be conducted inside or outside the bank, and attending community events as needed. Participate in morning huddles, sales meetings and monthly staff meetings. Adhere to policies, procedures, regulatory banking requirements, and state and federal laws. Meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management. Qualifications Bachelor's degree from a four-year college or university; or two to four years related experience and/or training with two years retail banking sales experience or two years financial services experience; or two years in a relationship sales role; or an equivalent combination of education and experience. Ability to work Branch hours Demonstrated ability to learn products, services and procedures quickly and accurately. Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs. Comfortable educating others on technology. Professional, thorough and organized with strong follow-up skills. Performs well in a team environment and proactively collaborates with others to serve customers. Ability to understand and follow policies, procedures and regulatory requirements. Projects a professional image in dress, manor and communication. Location: Irving, TX (MacArtur Blvd at Las Colinas Blvd) Join the NDBTeam! We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering exciting opportunities for employees to grow and follow their passions, while providing a great work-life balance as well as job stability. Founded in 1961, NDBT has a long-standing reputation in the community and strives to provide excellent customer service to our customers and communities. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness. If this sounds like something you would like to be a part of - consider applying today. North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Not ready to apply? Connect with us for general consideration.
    $30k-35k yearly est. Auto-Apply 2d ago
  • Commercial Associate - Global Commercial Banking - Houston, TX

    Bank of America 4.7company rating

    Houston, TX job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Global Commercial Banking is the Middle Market segment of Bank of America - serving public and private companies with annual revenues of $50 million to $2 billion. Commercial Associates are talented junior teammates who will build their business development skills and develop a high level of proficiency in the financial services solutions and capabilities that Bank of America delivers to our Commercial clients. This job supports client coverage teams by qualifying prospects, exploring opportunities with existing clients, preparing industry analyses, and developing innovative strategies to help us grow wallet and market share. Key responsibilities include working closely with various banking partners to create client/prospect presentations, providing support throughout the course of the transaction and strengthening client relationships. Job expectations include leveraging data to tell stories and sharing valuable insights from economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions. Successful CAs grow into Relationship Managers or other client-facing associates over ~4-5 years. Responsibilities: Supports the analysis of financial statements, market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes Supports the coordination of clients/prospects and partners from product and deal teams (FX & Rates, Investment Banking, International) throughout the course of a transaction Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities Required Qualifications: Minimum 3 years of previous business experience Demonstrates initiative/self-motivation Possesses strong interpersonal skills Possesses strong analytical and financial modeling skills Understanding of corporate financial statements Demonstrates strong critical thinking skills Demonstrates the ability to independently make decisions Desired Qualifications: Bachelor's Degree in Accounting, Finance, or related area Formal Commercial Credit Training Skills: Financial Analysis Market Analysis Client Management Capital Structure Analysis Negotiating and Influencing Relationship Building Pipeline Management Client Solutions Advisory Referral Identification Data and Trend Analysis Risk Management Business Development Data Visualization Continuous Improvement Project Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $32k-65k yearly est. Auto-Apply 31d ago

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North Dallas Bank & Trust Co. may also be known as or be related to NORTH DALLAS BANK & TRUST CO, North Dallas Bank & Trust Co, North Dallas Bank & Trust Co Inc and North Dallas Bank & Trust Co.