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Old National Bank jobs in Ann Arbor, MI

- 186 jobs
  • Sec Intel & Prtcn Ops Mgr, Sr

    Old National Bank 4.4company rating

    Old National Bank job in Troy, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Physical Security Intelligence and Protection Operations Manager, Sr is a senior leadership role responsible for overseeing Old National Bank's (ONB) protection program and threat intelligence operations. This role ensures the safety of key personnel through proactive intelligence gathering, strategic planning, and operational execution. It also leads the management of the Security Operations Center (SOC), integrating intelligence, and physical security incident response across the enterprise. Salary Range The annual salary range for this position is $81,700 - $165,100. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Lead the design, implementation, and continuous improvement of ONB's protection program. Oversee the SOC to include threat intelligence; alarm monitoring and response; and incident triage. Manage threat intelligence workflows, including data collection, analysis, and information dissemination. Collaborate with internal and external partners to facilitate seamless SOC and protection program operations. Supervise protection program and SOC team members. Develop and execute protection strategies. Key Competencies for Position Strategy in Action: Anticipates risks and develops plans to manage risks. Develops and communicates a clear vision for threat intelligence and protection programs. Makes Decisions and Solves Problems: Uses effective approaches for selecting a course of action or developing appropriate solutions resulting in sound decisions. Makes effective decisions under pressure by using a blend of analysis and experience based judgment. Compelling Communication: Shares intelligence and protection plans clearly, and actively listens to concerns. Delights Clients: Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs and mitigate risk. Ensures stakeholders receive responsive and effective services. Promotes Change:Communicates what needs to change, why, and the impact while striving for a continuous proactive posture. Develops Talent: Cultivates team capabilities by identifying issues and continuously providing coaching, mentoring, and feedback. Personifies ONB Culture:Consistently demonstrates ONB's culture and values in daily interactions while contributing to a culture of security and trust. Qualifications and Education Requirements Bachelor's degree in Criminal Justice, Intelligence Studies, Security Management, or related field. 10+ years of experience in protection programs, intelligence operations, or law enforcement. Strong analytical, communication, and stakeholder engagement skills. Proven leadership in managing protection teams and intelligence programs, to include threat monitoring technologies. Strong situational awareness and decision-making under pressure. Ability to maintain confidentiality and professionalism in sensitive environments. Willingness to travel and work flexible hours, including evenings and weekends as needed. Keen understanding of physical security regulations (e.g. Bank Security Act) Hold the Certified Protection Professional (CPP) and/or Physical Security Professional (PSP) certifications. Key Measures of Success/Key Deliverables Timely and effective threat intelligence analysis and communication. Stakeholder satisfaction and trust in protective services. Operational readiness and responsiveness to incidents and emerging threats. Successful examinations and audits. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $81.7k-165.1k yearly Auto-Apply 16h ago
  • Data Governance Analyst

    Old National Bank 4.4company rating

    Old National Bank job in Troy, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Job Summary The Data Governance Analyst will support the development and execution of enterprise-wide data governance initiatives. This role will focus on ensuring the integrity, quality, and protection of data assets through the implementation of governance frameworks, data quality controls, and metadata management practices. The Analyst will work closely with business units, IT, and compliance teams to support the organization's data governance strategy and ensure alignment with regulatory and risk management expectations. Salary Range The annual salary range for this position is $60,000.00 - $121,300.00. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Data Governance Operations Assist in the implementation and maintenance of the enterprise data governance framework, including policies, standards, and procedures. Support the development and execution of data quality rules, issue tracking, and remediation processes. Maintain and enhance metadata repositories and data catalogs using tools such as Informatica or Microsoft Purview. Data Stewardship and Collaboration Partner with data owners, stewards, and business units to define and document data definitions, lineage, and usage. Facilitate working groups and workshops to gather requirements and promote data governance awareness across the organization. Risk and Compliance Support Monitor and report on data governance metrics, including data quality trends, audit findings, and remediation progress. Support internal and external audits by providing documentation and evidence of data governance controls and practices. Project and Initiative Support Contribute to enterprise initiatives such as the Modern Data Platform migration, report certification programs, and regulatory reporting enhancements. Participate in cross-functional projects to ensure data governance requirements are embedded in system implementations and process changes. Qualifications and Education Requirements Bachelor's degree in information systems, Business, Risk Management, or a related field. 2+ years of experience in data governance, data management, or risk/compliance roles. Familiarity with data governance frameworks (e.g., DCAM, NIST Privacy Framework, FFIEC). Experience with data quality tools, metadata management platforms, and reporting tools. Strong analytical, communication, and collaboration skills. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $60k-121.3k yearly Auto-Apply 16h ago
  • Customer Service Advisor Float - Michigan

    Wesbanco 4.3company rating

    Adrian, MI job

    Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. LOCATION: This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Adrian North, Adrian West, Tecumseh, Morenci and Hudson, all located in Michigan. Essential Functions: Excellent Customer Service Operational and Security Proficiency Identify referral opportunities Relationship building Cross-selling of Bank's products and services Business development (inside and outside) Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred.
    $30k-34k yearly est. 26d ago
  • Senior Business Intelligence Developer - Information Technology

    Wesbanco 4.3company rating

    Ann Arbor, MI job

    The Senior Business Intelligence Developer is a senior-level developer and thought partner responsible for architecting cross-functional reporting solutions, defining dashboard standards, and shaping enterprise-wide BI strategy. This role leads complex dashboard projects, partners with business and data leadership, and ensures the alignment of visual reporting to strategic goals. It combines deep technical skill with user-centered design and acts as a mentor and standards-setter across the BI community. ESSENTIAL FUNCTION: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Engagement & Impact Leads stakeholder engagements to scope, prioritize, and deliver enterprise dashboards. Frames dashboards around decision-making, transparency, and business alignment. Guides departments in defining strategic KPIs and connecting them to visual outputs. Shapes analytic narratives for senior audiences using interactive and visual storytelling techniques. Technical Execution Designs enterprise-level dashboards with custom drill paths, parameterization, and dynamic filtering. Integrates usage telemetry, embedded BI elements, and complex semantic logic. Manages dashboard performance tuning, metadata integration, and reusability layers. Builds components that scale across domains while retaining contextual clarity. Collaboration & Enablement Provides mentorship and peer review for team members and cross functional partners. Develops documentation standards, dashboard libraries, and reusable visual components. Partners with Enterprise Data Science and Enterprise Business Data Analyst colleagues to create joint analytics solutions. Represents the Business Intelligence team in governance, tooling, and roadmap planning sessions. Platform & Strategy Alignment Collaborates with platform and governance teams on semantic layer evolution and metric standardization. Identifies and addresses gaps in metadata, access models, and dashboard usability. Supports self-service enablement through guided navigation and embedded training. Drives strategic alignment between visual reporting tools and platform strategy. Ethics & Responsible AI Advocates for visual integrity, responsible framing, and ethical storytelling. Challenges misuse or misinterpretation of metrics in high-impact settings. Leads with transparency and long-term usability in mind. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OTHER QUALIFICATIONS: Expertise in multiple BI platforms and advanced SQL fluency. Track record of delivering enterprise-scale reporting solutions. Proficiency in Microsoft Office Products including Excel, PowerPoint and Word. SUPERVISORY RESPONSIBILITIES: Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in information systems, business, or analytics-related field, required. Master degree, preferred Minimum five years experience in BI development or equivalent analytics work, required.
    $102k-121k yearly est. 19d ago
  • Wealth Strategy Planning Associate

    Huntington National Bank 4.4company rating

    Birmingham, MI job

    The Wealth Strategy Planning Associate is an integral part of the Wealth Strategy team, working directly with the Wealth Strategists and contributing to the team by performing several of the necessary tasks in developing and maintaining a financial plan for a client.Duties & Responsibilities: + Providing professional expertise and consultancy to prepare and review financial plans for the Wealth Strategists using excel and various planning software packages + Ability to research specific tax and planning issues for client projects and external presentations + Building relationships internally and externally as a trusted partner + Ability to create and develop materials for client, prospect, and intermediary meetings + Performs other duties as assigned Basic Qualifications: + Bachelor's Degree + At least 3 years of experience in financial planning, with knowledge in basic concepts regarding estate and gift tax, estate planning, and trust administration Preferred Qualifications: + Excellent communication skills + High attention to detail + Microsoft Office proficiency + FINRA Licensing Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $51k-83k yearly est. 3d ago
  • Payments Associate - Bank Operations

    Wesbanco 4.3company rating

    Ann Arbor, MI job

    The payment areas include ACH, Wire and other real time payment channels. The payment areas handle processing of payment receipt and delivery for all customers. The primary responsibilities include handling the flow of transactions and work to ensure proper and timely posting of payments. The payment area strives to provide excellent internal and external customer support for existing consumer and business accounts. The Payments Associate performs a variety of routine daily tasks including processing payment transactions, reviewing reports, and assisting with reconciliation duties. Responsible for providing internal customer support to all branches, treasury management, corporate banking, and lending personnel concerning questions in regards to payment processing. This position must work collaboratively with all departments within the organization. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner. Ability to communicate effectively with customers or employees in writing, in person, or via telephone. Ability to handle workload pressure and deadlines. Ability to work independently. Ability to maintain confidentiality. Team player with a positive outlook. Must be detail oriented and have good organizational skills. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provides customer service via phone, mail, and email for payment processing. Works in a queue based environment and handles the tasks as received. Reviews and processes payment requests, maintenance, research, and customer or banking center initiated requests through various payment processing systems. Performs transactions within associated compliance requirements. Analyzes transactional risk and reasonableness in accordance with bank guidelines. If any concern, escalate to management. Other job duties and/or responsibilities assigned with or without prior notice. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Demonstrated proficiency in basic computer applications such as Microsoft Office. Knowledge of FIS IBS Insight and payment processing applications preferred. Ability to learn payment processing systems. High school diploma or general education degree (GED) required. Associate's Degree in Business, Finance, or Accounting preferred. Customer Service and administrative experience required with payment or bank operations experience preferred.
    $47k-88k yearly est. 4d ago
  • Franchise Banking Relationship Manager

    Old National Bank 4.4company rating

    Old National Bank job in Troy, MI

    Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $77,900/yr. - $153,000/yr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Job Summary The Franchise Banking Relationship Manager is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with quick service restaurants and some fast casual restaurants. The Franchise Banking Relationship Manager maintains acceptable credit quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position. Key Accountabilities Achieve Sales Targets Works to achieve assigned personal sales goals through proactive activities and behaviors that lead to results. Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships. Uses a consultative selling approach to understand client needs and opportunities, including conducting pre-call planning, establishing rapport, interviewing for needs and opportunities, explaining features and benefits, overcoming objections and closing the sale. Leverages centers of influence to build a network and create a pipeline of business. Loan Originations Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing. Partners with support staff to ensure the loan origination process meets bank and client expectations. Seeks guidance and insight from other lenders and Executives to deliver the best possible loan terms for the bank and client. Portfolio Management · Manages a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards. · Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships. · Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets. Key Competencies for Position Strategy in Action - Build your strategic mindset capability. Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal. Actively seeks to understand factors and trends that may influence role. Anticipates risk and develop contingency plans to manage risks. Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions. Aligns activities to meet individual, team and organizational goals. Compelling Communication - Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Makes Decisions & Solves Problems - Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Qualifications and Education Requirements Bachelor's degree and/or H.S. Diploma/GED with equivalent work experience. Minimum 5 years relevant Franchise Banking experience Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships. Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures. Very high level of written and verbal communication skills. Must have a proven track record of successful sales performance with strong business development skills. Very high level of sales, negotiation and financial analysis skills. Key Measures of Success/Key Deliverables Achieve personal goals for new loan/deposit production and average portfolio target. Achieve personal goals for new fee production and average loan delinquency. Franchise Banking Relationship Manager roles may vary between RM II, RM III, and RM IV - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Business Banking or middle market experience including Franchise Number of consistent years with success and track record as a Relationship Manager specializing in Franchise (or similar role) at the Bank or at another financial institution Demonstrated and proven ability to work through complex Franchise credits and/or other unique situations Well connected, known in market/region/industry, and influential in acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing existing relationships specializing in Franchise Prior experience formally or informally coaching and mentoring peers while utilizing leadership skills Agile and prior proficiency to adapt if/when changes in sales practices and broader market and industry conditions are needed Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $77.9k-153k yearly Auto-Apply 16h ago
  • Business Specialist II

    First Financial Bank 4.2company rating

    Canton, MI job

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Develops and maintains profitable small business banking relationships within the Consumer Bank by focusing on the holistic and long-term needs of business owners and their business. As a specialist and trusted advisor, responsibilities include identifying needs, recommending deposit, treasury, loan products, negotiating deposit and loan terms, coordinating loan approvals and closings, opening and managing deposit accounts, and referring clients to key partners within the company. In addition, the Business Specialist is tasked with developing core client relationships with existing clients and finding new opportunities for First Financial in the small business segment. Business Specialists manage an existing portfolio of clients, seeks opportunities to work with employees of clients, introduces client to partners as needed, and prospects for new clients through networking and external calling efforts with internal and external partners. Provide training, coaching, and guidance to assigned districts and banking centers to promote the development and growth in the small business segment.less than br>As part of the Consumer Bank, the Small Business Segment team is responsible for developing, defining, and executing the strategy that positions First Financial as 'The' community bank for small business owners, their families, and employees. Responsible for attracting, retaining, and growing core client relationships by fostering a trusted business advisor relationship that leverages all that First Financial has to offer business clients.less than br>The Small Business Segment, Business Specialist I, reports into the Retail Bank and serves in multiple capacities. This individual contributor will work in a designated banking center, district and region, and will be held accountable for the following: less than br>Responsible for executing against and achieving the stated goals and objectives of the retail bank and consumer bank strategy, the Business Specialist will proactively engage in and pursue activities that support this effort, working directly with retail teams, district and region leadership, other segment specialists and advisors, and external partners. Essential Functions/Responsibilities * Partner with Retail Banking leadership and Business Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core small business segment relationships, fulfill client's financial needs and provide a fIRST Class Client Experience. * Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the small business segment, achieving established individual production and growth goals, district and region goals and objectives. * Responsibility to manage, deepen and grow client relationships with a primary focus on business relationships with credit and deposit exposure assigned to the small business segment. * Initiate and maintain client and prospect contact through timely and relevant contact strategy, including but not limited to client interaction in the banking center, telemarketing, digital and/or participating in various activities and events outside of normal working hours. * Establishes personal sales plans/strategies for assigned districts and region to achieve success in the small business space, leveraging and following up on leads and campaigns to deepen and win new core small business relationships, anchored with a small business checking account. * Coordinates new loan origination requests, conducts loan closings, opens new Small Business Banking deposit account relationships, and takes on a holistic approach when discussing client needs by referring other Bank products and services as necessary throughout the bank. * Supports Business Program Manager and Retail Leadership by consulting with other Small Business Bankers and Banking Center teams on challenging/complex situations with small business clients and working to identify new introductions and opportunities. * Serves as a liaison and knowledge resource for financial center teams and associates with respect to small business products, services, promotions, program enhancement, etc. that impacts how we succeed in the small business segment. * Assists program manager with providing leadership, feedback and guidance within the small business segment that leads to improving the program and long-term success in the small business segment within the assigned districts and region. * Participates bank marketing and sales promotions focused on the small business segment, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization's strategic priorities. * Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio. * Identify and develop the small business client segment book of business; provide in-market support and involvement in fostering client relationships and uncovering opportunities. * Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model. * Participate and lead in the First Financial Bank Experience by being active in site center huddles, district and region meetings to support sales and service activities across the markets they serve. * Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their dedicated financial needs. * Provide coaching and feedback to the financial center teams in the referral and sales activities with a specific focus on the small business client segment. * Hold periodic meetings with district and market leadership, as well as regional presidents and key stakeholders supporting the region and program, to align all resources around our plan and to prioritize actions. * Create powerful strategic partnerships with internal and external partners to establish priorities and identify needs in the small business space within the communities we serve. Build relationships that will allow us to create opportunities for FFB to partner with organizations in the community to create plans, strategies, and tactics that serve the small businesses and owners. * Leverage connections within the communities assigned to actively market campaigns, promotions, and products that are applicable to small businesses and their owners/employees. * Accountable for performance of the district and region from a small business development perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results. * Be knowledgeable and proactive with assisting clients seeking an SBA loan with First Financial. Lead the process with clients, partnering with the SBA team and processors to properly service and work the SBA claims. Be involved with ensuring proper policies, procedures, servicing activities, and internal controls are being performed to the satisfaction of the SBA, as well as Risk Management. * Time spent in activities will fluctuate as needed to support the achievement of the customer segment goals and objectives * This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot ActPartner with Retail Banking leadership and Business Program Manager to execute against consumer bank strategies and objectives to attract, retain and grow core small business segment relationships, fulfill client's financial needs and provide a fIRST Class Client Experience. * Develops and implements strategies/plans to engage districts and markets, establishes behaviors and routines to achieve success in the small business segment, achieving established individual production and growth goals, district and region goals and objectives. * Responsibility to manage, deepen and grow client relationships with a primary focus on business relationships with credit and deposit exposure assigned to the small business segment. * Initiate and maintain client and prospect contact through timely and relevant contact strategy, including but not limited to client interaction in the banking center, telemarketing, digital and/or participating in various activities and events outside of normal working hours. * Establishes personal sales plans/strategies for assigned districts and region to achieve success in the small business space, leveraging and following up on leads and campaigns to deepen and win new core small business relationships, anchored with a small business checking account. * Coordinates new loan origination requests, conducts loan closings, opens new Small Business Banking deposit account relationships, and takes on a holistic approach when discussing client needs by referring other Bank products and services as necessary throughout the bank. * Supports Business Program Manager and Retail Leadership by consulting with other Small Business Bankers and Banking Center teams on challenging/complex situations with small business clients and working to identify new introductions and opportunities. * Serves as a liaison and knowledge resource for financial center teams and associates with respect to small business products, services, promotions, program enhancement, etc. that impacts how we succeed in the small business segment. * Assists program manager with providing leadership, feedback and guidance within the small business segment that leads to improving the program and long-term success in the small business segment within the assigned districts and region. * Participates bank marketing and sales promotions focused on the small business segment, especially within the district and assigned region; contributes to initiatives and programs designed to promote organization's strategic priorities. * Complies with all bank, loan and regulatory guidelines and policies, maintaining operational excellence with loans and deposits within the portfolio. * Identify and develop the small business client segment book of business; provide in-market support and involvement in fostering client relationships and uncovering opportunities. * Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model. * Participate and lead in the First Financial Bank Experience by being active in site center huddles, district and region meetings to support sales and service activities across the markets they serve. * Consistently meet or exceed sales and referral goals as set by management, by effectively collaborating with lines of business in an effort to assist clients meet their dedicated financial needs. * Provide coaching and feedback to the financial center teams in the referral and sales activities with a specific focus on the small business client segment. * Hold periodic meetings with district and market leadership, as well as regional presidents and key stakeholders supporting the region and program, to align all resources around our plan and to prioritize actions. * Create powerful strategic partnerships with internal and external partners to establish priorities and identify needs in the small business space within the communities we serve. Build relationships that will allow us to create opportunities for FFB to partner with organizations in the community to create plans, strategies, and tactics that serve the small businesses and owners. * Leverage connections within the communities assigned to actively market campaigns, promotions, and products that are applicable to small businesses and their owners/employees. * Accountable for performance of the district and region from a small business development perspective, and leadership of the local teams. This is accomplished through on-going coaching, development and performance management, development planning, on-going performance feedback and coaching on results. * Be knowledgeable and proactive with assisting clients seeking an SBA loan with First Financial. Lead the process with clients, partnering with the SBA team and processors to properly service and work the SBA claims. Be involved with ensuring proper policies, procedures, servicing activities, and internal controls are being performed to the satisfaction of the SBA, as well as Risk Management. * Time spent in activities will fluctuate as needed to support the achievement of the customer segment goals and objectives * This role is also responsible for the adherence to all compliance and regulatory procedures. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job * 5-7 years client experience in Retail Banking and/or in the financial services industry with experience working with business owners. * 5-7 years sales and service experience with previous success in achieving sales and service goals in retail environment or in a retail or business banking role within First Financial. * Bachelor's Degree or equivalent experience combination of education and work experience in sales preferred. * Familiarity with consumer and small business credit * Demonstrated success with consultative, needs-based selling * Experience working with senior levels of organizations with strategic planning and execution. * Excellent interpersonal, verbal and written communication, organizational, managerial and project management skills. * Well-developed customer relations skills; ability to influence without authority * Ability to manage multiple tasks/projects and deadlines simultaneously. * The ability to work well independently with limited direct supervision. * Strong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans and treasury management. * Demonstrated ability to work both independently and as part of a team. Preferred Knowledge and Skills Level of Complexity and Scope Degree of Independence and Decision-Making Required Supervisory Responsibilities Physical Requirements Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Pay Range: $74,000.00/year - $98,000.00/year Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.
    $74k-98k yearly Auto-Apply 60d+ ago
  • Data Protection Engineer, Sr.

    Old National Bank 4.4company rating

    Old National Bank job in Troy, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Job Summary The Sr. Data Protection Engineer is responsible for leading the organization's efforts to identify, assess, and evaluate potential vulnerabilities and threats to the organization's Classified data. This includes conducting regular data risk assessments, recommending controls and countermeasures to mitigate identified risks, and monitoring the effectiveness of the implemented security measures. Salary Range The annual salary range for this position is $60,000.00 - $121,300.00. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities * Develop and Implement data protection strategies and initiatives, including classification and handling, data access controls, inventory, encryption, and retention. * Work closely with other stakeholders to enforce data protection related policy and respond to regulatory requirements. * Develop and maintain data security policies, procedures, standards, and ensure that they are followed by the entire organization * Work with cross-functional teams to create and maintain data inventories and data flows, and manage data sharing controls * Drive the design and implementation of data access controls, ensuring only authorized access to Classified data * CO-develop and implement data retention policy and procedures, ensure compliance with internal policy and external regulations * Enforce data encryption standards and strategies to secure data at rest and in transit * Lead incident response efforts related to data breach and work with stakeholders to mitigate impact * Lead and conduct regular data risk assessments to identify potential vulnerabilities and threats to the organization's data and information systems * Stay abreast of new developments in the field of cybersecurity and ensure that the organization's risk assessment and data security processes are aligned with industry standards and best practices * Represent the organization in external meetings and interactions with clients, stakeholders, and other industry experts as needed Key Competencies for Position * Proven experience with data discovery, classification, handling, access, inventory, and retention * Proven experience with data protection technologies, such as encryption, tokenization and data loss prevention tools. * Experience with designing and implementing data security solutions for enterprise environments * Strong understanding of data protection regulations and standards. * Experience in developing and implementing data protection strategies and frameworks. * Excellent analytical and problem-solving skills. * Strong communication and interpersonal skills. * Ability to work cross-functionally and collaborate with various teams. Qualifications and Education Requirements * Bachelor's degree in information security, Risk Management, or a related field. * Minimum of 5 years of experience in data protection, information security, or risk management. * Familiarity with data governance frameworks (e.g., DCAM, NIST Privacy Framework, FFIEC).
    $60k-121.3k yearly Auto-Apply 60d+ ago
  • Dealer Development Representative - Detroit

    Fifth Third Bank, N.A 4.6company rating

    Detroit, MI job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for the generation and growth of volume within an assigned territory. Maximizes Fifth Third's penetration in that market. Provide remote customer service and training to dealership personnel, as well as maintenance and collection of dealer accounts (negative reserves, drafts, etc.). Must in live in Detroit. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. DUTIES AND RESPONSIBILITIES: + Develop and maintain volume levels commensurate with assigned territory objectives. + Maximize penetration levels in dealerships through performance ratios by continually tracking applications, approvals, bookings, and quality of submissions/paperwork. + Identify and close key dealers that can be strategic partners. + Serve as liaison between dealers and each 5/3 department. + Develop dealership personnel relationships through training, deal structuring, credit involvement, assisting in paperwork, and working deals. + Provide competitive information / intelligence - gather / analyze market data. + Participate and give input in pricing decisions. + Establish/maintain relationships with Dealer Principals and key personnel in dealerships via telephone and/or periodic travel to assigned territory. + Support cross-sell opportunities. + Identify, suggest and implement marketing opportunities and programs. + Timeliness of required reports and administrative duties. + Identify quality personnel for potential 5/3 employment. #LI-RD1 MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + High School diploma required or equivalent. Some college preferred. + Minimum of 2 years Consumer Indirect Lending or related field experience. + Previous customer service experience required. + Must be able to effectively work with outside customers to resolve issues consistent with 5/3 guidelines, policies, and programs. + Solid time and territory management skills. Dealer Development Representative - Detroit Total Base Pay Range 60,100.00 - 123,200.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Virtual, Michigan 00000 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $53k-68k yearly est. 32d ago
  • Customer Experience Banker - State St. (Ann Arbor, MI)

    Huntington 4.4company rating

    Ann Arbor, MI job

    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in understanding and educating customers on consumer deposit products. Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. Adhering to all operational, security, risk and regulatory policies and procedures. Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: 1 year or more in customer service in banking, financial services or goal driven retail sales. Cash handling skills. Comfort with technology such as mobile services and online banking services. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $41k-59k yearly est. Auto-Apply 26d ago
  • Banking Center Manager

    Old National Bank 4.4company rating

    Old National Bank job in Hudson, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Banking Center Manager is responsible for the administration and efficient operation of the banking center including branch profit and loss; successful execution of the sales process; client satisfaction and retention; implementation and compliance with all operational standards, legal and regulatory requirements; hiring, training, development and evaluation of staff; meeting individual sales goals; utilization of sales strategies and business calling expertise to develop new and expand existing customer relationships: The Banking Center Manager has individual responsibilities for direct client sales and service including account opening, loan applications, service inquiries and transaction processing as needed. They have individual sales goals as well as the responsibility for maximizing the sales and profitability of the entire banking center. Salary Range The salary range for this position is $60,000 - $121,300 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Banking Center Profitability and Oversight Assist the Community Banking Executive and Community Banking Market Manager in establishing, monitoring, and evaluating banking center and individual sales and service goals. Conduct regular meetings with banking center team to build product knowledge, review goals and expectations, recognize areas of success and opportunities for development; share corporate marketing campaign and supporting materials, and proactively introduce all servicing channels to consumer and business clients. Participate and encourage attendance in local community events and activities to activate partnerships within the area, through volunteerism of team members and corporate financial support. Client Centric Sales Approach Build banking center team focused on a consultative sales approach, uncovering needs of clients, and providing education and advice regarding the products and services available to meet the clients' needs. This includes hiring, training, mentoring, and developing team members to create a proficient team with loan and deposit knowledge. Leads team in educating clients of all consumer and small business loan and deposit products and services; promotes line of business resources through joint calling efforts including mortgage, investments, wealth management, private banking, commercial, treasury management and merchant processing; as well as the wide range of banking channels available to clients, including emerging technology and digital solutions to enhance the client experience Proactively coaches to ensure adherence to all regulatory requirements and guidelines, ethical standards and encourages sharing of best practices and effective sales techniques and tools Operational Excellence Staff to company benchmarks, ensuring all service standards are met or exceeded; respond to client inquiries in alignment with company policies, procedures, and standards; plan and assign banking center staffing to ensure optimal client service. Partners with the Market Service Leader to ensure appropriate oversight of banking center operations including compliance with bank policies, procedures and audit standards, compliance with legal and regulatory requirements, compliance with security practices/procedures and oversight of security equipment. Key Competencies for Position Execution Leadership: Communicates goals, tracks progress against key goals/metrics, effectively utilizing diverse talent and resources to achieve goals. Empowers team members and holds them accountable based on appropriate level of authority; manages progress effectively and takes appropriate measures to address performance issues. Seeks to identify what caused the issue, consults with lines of business and subject matter experts, as appropriate, to determine the best solution and acts within approved policies, procedures, and established guidelines. Client Leadership: Client Experience - Fosters a culture that enables others to deliver an exceptional client experience, anticipates, escalates and/or takes action when work processes, procedures, or policy implementation issues may affect the client, always working to resolve issues and design solutions with a clear picture of the client in mind. Seeks information about the client/client's business to develop sound solutions to meet each client's needs, following through on client commitments despite time pressures or obstacles; follows up to ensure the client is satisfied. Culture Leadership: Is accessible, approachable, and helpful to others, builds relationships, establishes trust, credibility, and respect with others through a track record of delivering on commitments, inspires team members to demonstrate our culture and core values, coaching and developing team members to act honestly and ethically in all efforts.People Leadership: Actively seeks to attract the best talent and to develop team members effectiveness in their current and future roles, encourages and values diversity. Gives, receives, and asks for feedback, creates a supportive, encouraging environment which empowers team members to stretch beyond what they thought they could do, while holding team members accountable for goals and deliverables. Qualifications and Education Requirements Education: Bachelor's Degree in business related field preferred or equivalent work experience 4+ years banking experience with 2+ years consumer lending experience 2+ years of supervisory experience, preferably in the banking or retail industry Licenses/Certifications: must be eligible to register with the National Mortgage Licensing System and Registry (NMLS) Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $60k-121.3k yearly Auto-Apply 2d ago
  • Commercial Real Estate Risk Officer Sr

    Huntington Bancshares Inc. 4.4company rating

    Detroit, MI job

    The Regional Banking Business Risk Officer Senior plays a key role in the delivery of risk strategy and execution for Huntington's Regional Bank, including commercial real estate, commercial lending/deposit relationships, underwriting/portfolio management and operations. The incumbent will be a key colleague responsible for risk activity, working with a team of experienced risk professionals, and partnering with senior leaders to ensure effective risk governance, credit oversight, regulatory compliance, and operational resilience. Duties & Responsibilities: * Serve as a core advisor to Regional Banking Sales, Credit and Operations colleagues, providing expert guidance on risk mitigation, procedure development, and regulatory change impacts. * Ensure sustainable first line risk programs are in place that will identify, assess and mitigate potential risks. * Actively engage with business partners to manage findings in conformance with Issues Management requirements. * Communicate risk-related information to all relevant stakeholders, including senior management, initiative leaders and compliance/legal partners. * Ensure thorough risk assessments are conducted, to identify potential risks across Regional Banking. * Work with other Business Risk Officers and Segment Risk Managers to recommend risk mitigation strategies and controls to minimize the impact of identified risks. * Regularly assess the control environment to ensure effectiveness and appropriate alignment with operational processes. * Assess Strategic Risk for the Segment, including the quarterly Risk and Control Self-Assessment (RCSA). * Assess policy and procedural compliance of the Segment with applicable frameworks and policies. * Proactively challenge and influence both business and risk partners on complex risk issues, ensuring that remediation strategies are not only timely but also effective and sustainable. Basic Qualifications: * Bachelor's degree * Minimum of 7 years of experience in Audit, Compliance, Risk Management or Operational Risk * 7+ years' experience within Commercial Real Estate & Industrial industry dealing with credit, operations, laws and regulations Preferred Qualifications: * 7+ years' experience with commercial real estate, in either a lending, underwriting and/or management capacity * Broad industry and banking knowledge * Ability to work in a fast-paced environment with attention to detail * Demonstrated ability to convey ideas verbally and in writing with a clear, concise and organized method appropriate for the intended audience * Proficient in managing multiple priorities and tight deadlines * Strong analytical problem-solving skills * Ability to lead and motivate others, manage resources, and influence decision making * Knowledge and ability to work with MS Office products effectively and efficiently #LI-DS23 #LI-onsite Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $125,000 - $255,000 Annually The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $125k-255k yearly Auto-Apply 2d ago
  • Market Relationship Banker

    Old National Bank 4.4company rating

    Old National Bank job in Ann Arbor, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Develop and grow client and prospective client relationships * Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. * Cross sells products and services and refers to business product partners to ensure client needs are met. * Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets * Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. * Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. * Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight * Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. * Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. * Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. * Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: * Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. * Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: * Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. * Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: * Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables * Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. * Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. * Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market. Relationship Banker * Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. * Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements * High School diploma or GED Equivalent * Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) * Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II * Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. * Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. * Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. * May manage an assigned client portfolio to handle all consumer banking relationship needs. * Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. * Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements * High School diploma or GED Equivalent * Minimum one year relationship-based client consultation and/or consultative sales experience * Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending * Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $17 hourly Auto-Apply 10d ago
  • Senior Credit Review Officer

    Huntington 4.4company rating

    Bloomfield Hills, MI job

    ummary: The Credit Review Officer - Sr. is responsible for evaluating the credit risk embedded in Bank assets. The candidate will possess a detailed working knowledge of the methodologies and techniques for performing credit risk review engagements and continuous monitoring activities associated with a strong independent credit review function. Duties and Responsibilities: Reviewing, analyzing, and assessing individual loans to determine (a) the accuracy and timeliness of obligor risk ratings, (b) the comprehensiveness, quality, and sufficiency of loan origination and credit action underwriting packages, (c) confirming that obligor profiles are consistent with business segment(s) credit risk appetite, front end guidance, and/or preferred client profile. Effectively communicate and interface with Credit Review colleagues, business segment and credit support constituent colleagues. and other Risk Management colleagues. Review and assess multiple specialized lending portfolios and large and complex loan relationships Independently lead the review of its credit portfolios and credit processes and write a report of findings. Provide HBI senior management with a periodic formal report regarding business unit(s) and the quality of the portfolio(s) in terms of the adequacy of portfolio and loan monitoring and management practices, potential emerging risks, notable asset quality directional trends, and an assessment of overall credit risk management practices. Mentor, train, and oversee other Credit Review colleagues to insure individual obligor file review observations are comprehensive and accurate. Responsible for the development of various management and board level committee materials and related coordination. Assists in the development of credit review professionals, responsible for identifying and facilitating SME-based training. Develops and maintains working relationships with bank management, regulatory agencies, and the broader credit review team in order to effectively and efficiently execute review responsibilities. Provides senior management with information regarding the identification, measurement and management of credit risk for assigned business units. Represents Credit Review in credit quality, segment risk, and related meetings with business segments. Manages multiple engagements/projects simultaneously. Perform other duties as assigned. Basic Qualifications: Bachelor's degree in Accounting, Finance, Economics, or Business. 10+ years of experience in credit review, risk management, underwriting and/or analysis. Preferred Qualifications: Working knowledgeable of credit risk management and control frameworks. Project management skills, ability to deliver high quality results while meet deadlines, department and personal goals. Working knowledge of MS Access, Excel, Word and credit/statistical analysis tools Experience in Capital Markets, Leveraged Lending, Counterparty Risk, Corporate Investments, International Finance Certification/Advanced Degree or demonstrated progress toward (i.e. MBA, CPA, Financial Risk Manager) Technical accounting (GAAP) or financial statement analysis knowledge Conflict management experience #LI-Onsite #LI-NG1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000-$189,000 annually The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $93k-189k yearly Auto-Apply 47d ago
  • Mortgage Closer

    Old National Bank 4.4company rating

    Old National Bank job in Tecumseh, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $18.25/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Mortgage Closer. The Mortgage Closing Processors are responsible for providing excellent customer service to both our internal and external clients. Duties include, but are not limited to, efficient pipeline management, issuance of closing disclosures to Borrowers in accordance with TRID Regulatory and ONB guidelines, working closely with title companies to balance closing disclosures, delivery of the final closing documents and funding via wire transfers. Mortgage Closing Processors must be able to work in a fast-spaced environment and be able to pivot as needed to address closing problems or last-minute changes timely and professionally. Key Accountabilities Provide Exceptional Customer Service: * Contact internal customers or other 3rd parties as needed to resolve closing issues or discrepancies with clear and concise communication. * Respond promptly and professionally to all internal and external customers Accuracy and Attention to Detail: * Review all documentation in the file for accuracy. Request updated documentation as needed. * Accurate preparation of the initial and final closing disclosure to include balancing the closing disclosure with the title company. * Accurate preparation of closing documents in accordance with loan product requirements, established compliance and regulatory guidelines and internal policies and procedures. * Manage last minute closing changes or problems timely, accurately and professionally. Exceptional Pipeline Management and Organizational Skills: * Effectively manage pipeline to ensure initial closing disclosures, redisclosures and final closing documents are delivered within established SLA's and regulatory timing requirements. * Organization in this role is critical to ensure closing documents and wire funds are delivered timely to title companies and attorneys to avoid closing delays. Key Competencies for Position Make Decisions & Solve Problems: Take ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborate and seek to understand the root causes of problems. Evaluate the implications of new information or events and recommend solutions using decisions that are sound based on what is known at the time. Take action that is consistent with available facts, constraints and probable consequence. Promote Change: Actively seeks information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance. Delight Clients: Passionately serve internal/external clients with excellence. Maintain a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understand data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurture client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Lead Inclusively: Seek diverse relationships to learn more about people from other cultures and backgrounds. Gather information with curiosity and humility to learn more about people from other cultures and backgrounds including impacts on norms, behaviors and expectations (e.g., social norms, decision-making approaches, and preferences). Advocate for diverse perspectives. Continually examines own biases and behaviors to avoid stereotypical responses. Develops Talent: You own your development and career. Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior. Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs. Continuously develops self for current and future roles. Qualifications and Education Requirements * High School Diploma or GED * 1-3 years first lien mortgage experience with first lien mortgage loan closing experience preferred * Operate standard office equipment * Ability to multi-task and work in a fast-paced environment while maintaining a positive attitude Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $18.3 hourly Auto-Apply 3d ago
  • Senior Estate Settlement Officer

    Fifth Third Bank 4.6company rating

    Birmingham, MI job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. ABOUT THE ROLE: The Senior Estate Settlement Officer serves as a senior subject matter expert in the administration and settlement of complex decedent estates and trusts. This role requires advanced expertise in estate planning documents, probate procedures, tax implications, and fiduciary responsibilities. The Senior Officer leads estate strategy, manages high-value and sensitive relationships, and oversees complex legal and tax matters. This role also provides leadership and mentorship to Estate Settlement Officers and Associates, ensuring consistency, quality, and adherence to fiduciary standards across the team. YOUR RESPONSIBILITIES: Strategic Estate Administration & Planning: * Lead the interpretation and execution of complex estate planning documents, including multi-generational trusts, family partnerships, and charitable structures. * Oversee asset analysis and administration to ensure liquidity, tax efficiency, and proper allocation of income, expenses, and liabilities. * Guide estate planning decisions through review of tax filings, asset valuations, and legal documentation. Client Engagement & Relationship Management: * Serve as primary fiduciary contact for high-net-worth beneficiaries, family offices, attorneys, and tax professionals. * Manage sensitive family dynamics and complex relationships with discretion and empathy. * Partner with internal teams (WMAs, STAs, SIAs, UAs) to deliver coordinated and proactive client service. Legal, Tax & Compliance Oversight: * Direct probate proceedings, legal filings, and statutory deadlines for complex estates. * Oversee preparation and filing of federal and state estate tax returns; lead tax planning strategies across multiple tax years and jurisdictions. * Review and execute legal documents related to probate, litigation, and fiduciary accounting. Risk Management & Fiduciary Leadership: * Make high-level fiduciary decisions regarding distributions, reserves, and estate closure timing. * Identify and escalate complex risk, ethical, or discretionary matters; manage litigation in collaboration with counsel. * Serve as escalation point for fiduciary decisions made by Estate Officers and Associates. Operational Oversight & Team Leadership: * Lead estate tracking workflow and ensure completion of all required tasks across multiple estates. * Finalize estate settlement fees and ensure CRM reflects fee opportunities and billing accuracy. * Draft and review internal forms and correspondence; oversee document handling and execution. * Hire, manage, and evaluate external vendors; provide oversight and guidance to Estate Settlement Officers and Associates. MINIMUM REQUIREMENTS: * Bachelor's degree required; advanced degree or professional designation (e.g., JD, CPA, CTFA) preferred. * Minimum 8-10 years of experience in fiduciary administration, estate settlement, or related legal/tax advisory roles. * Proven experience managing complex estates and high-net-worth client relationships. REQUIRED SKILLS: Qualified candidates will possess an advanced degree of proficiency (typically from 7 years of work or practical experience), in: * Advanced Estate Planning Expertise: Deep knowledge of estate planning structures, probate law, and fiduciary principles to guide complex administration. * Strategic Thinking & Analysis: Ability to assess legal, financial, and tax implications across multi-faceted estate structures. * Executive Communication: Skilled in navigating sensitive conversations and delivering clear, confident guidance to clients and advisors. * Leadership & Mentorship: Experience guiding junior team members and fostering a culture of fiduciary excellence. * Technical Proficiency: Advanced use of Microsoft Office Suite and internal platforms such as CRM, ShareFile, and estate workflow tools. Please refer to the "Skills for Success" section to learn how to stand out as an applicant. SKILLS FOR SUCCESS: Qualified candidates will possess an advanced degree of proficiency across a suite of skills including, but not limited to: * Client Service Excellence: Ability to deliver high-touch service to sophisticated clients with discretion and responsiveness. * Team Leadership & Oversight: Proven ability to lead and mentor Estate Settlement Officers and Associates. * Fiduciary Judgment: Confidence in making complex fiduciary decisions and navigating risk with sound judgment. * Compliance & Risk Awareness: Deep understanding of legal and regulatory frameworks with a proactive approach to risk mitigation. * Operational Mastery: Ability to manage multiple estates, vendors, and internal systems with precision and efficiency. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you. Senior Estate Settlement Officer Total Base Pay Range 94,500.00 - 203,200.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45242 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $87k-108k yearly est. Auto-Apply 4d ago
  • Commercial Underwriter- Corporate Banking

    Old National Bank 4.4company rating

    Old National Bank job in Troy, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are growing and have an opportunity for a Commercial Underwriter. This role has the primary responsibility of underwriting lending opportunities, balancing risk and growth ensuring loan structures are appropriate and consistent with bank lending standards. You will assign an appropriate asset quality rating, in a fast-paced, high volume environment completing a detailed financial analysis to obtain a deeper understanding of an application's credit risk. You will collaborate with Relationship Managers, and internal support staff to provide credit and franchise lending expertise to underwrite and monitor the portfolio. We are an in-office working environment with the following locations for you to work with team members; Evansville IN, Indianapolis Parkwood, Troy MI, Louisville Market Street and Nashville Gulch. Salary Range The salary range for this position is $60,000 - $165,100 per year plus bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Underwrite Loans Underwrite credit requests focusing on appropriate due diligence, risk assessment and asset quality ratings (AQR) Meet quality standards as outlined in ONB underwriting guidelines and policy; evaluation by Loan Review, OCC, and/or others may identify unacceptable underwriting or inaccurate asset quality ratings (AQR) Meet or exceed productivity expectations for annual credit approval memorandum (CAM) volume Produce a high quality and accurate analysis while also not sacrificing efficiency in a fast-paced, high volume environment juggling multiple requests while adhering to client driven response timelines, etc. Partner with respective Relationship Managers as well as Treasury Management Partners Provide credit expertise using a consultative approach; assist in structuring loans applying proficient knowledge, understanding, and application of ONB guidelines/standards/policies, risk assessment and analysis; effectively communicate risks, questions, and options to RM seeking win-win solutions. Deliver exceptional internal customer service and adopt new processes and new tools, as available. Develop and enhance knowledge of assigned segmentation and portfolio by leveraging internal and external resources and expertise Partner well with associates on revenue generating sales team, support teams and others in Credit to ensure a collaborative, team, and empowered environment Monitor Portfolio Accurately assign asset quality ratings (AQR) Work with assigned Relationship Managers to monitor the credit portfolio to maintain strong asset quality; review trend analysis reports, address default situations, delinquencies, review maturing notes, receipt of financial information, review covenant default and Borrowing Base Certificate (BBC) reports and other reports as appropriate. Prepare credit data in Special Assets Assessment and Action Summary (SAAAS) and Upgrade Hurdles, as necessary, working with assigned Relationship Managers Commercial Underwriters may monitor overlines and Treasury Management/ACH risk reports or other trends, as appropriate Key Competencies for Position Cultural Leadership: Communication - effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience, and selects suitable delivery methods. Collaboration - actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives. Execution Leadership: Drive and Execution - committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; seeks and leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Solving/Decision Making - with minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources (e.g., lines of business, subject matter experts, data, policies, procedures, etc.) to ensure effective action and shared ownership; decisions are sound based on what was known at the time and are based on a blend of analysis, wisdom, experience, and judgement. Adaptability - flexible and agile (can be a utility player); modifies behavior and approach in order to deal effectively with changing business needs, conditions, work responsibilities and requirements, and client needs; maintains effectiveness when experiencing change; accepts new challenges/shifts/change in a "can-do" way; focuses on the beneficial aspects of change Technical Knowledge - possesses the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise; applies credit and banking expertise, industry knowledge, skills and abilities to demonstrate and sustain a depth and breadth of applicable technical underwriting knowledge Client Leadership: Client Leadership - Puts the (internal and/or external) client in the forefront; strives to delight clients/partners by becoming a trusted advisor, establishes long-term productive relationships by viewing and understanding outcomes and operations through the eyes of the client, identifying and acting upon needs, and delivering increased value Qualifications and Education Requirements Demonstrate at least 3-7 years progressive experience within Commercial Credit is required with each incremental level of responsibility. Demonstrated ability to independently (with limited oversight), understand, analyze and interpret financial statements Understands and takes appropriate action related to risks associated with lending to various types of industries. Basic knowledge of loan structuring, borrowing causes and lending regulations; ability to comply and conform to ONB lending policies, guidelines and standards Must be able to make sound independent decisions and communicate those decisions clearly and effectively to the internal/external client quickly given the high volume, fast-paced environment Must be able to actively listen, quickly identify issues as well as opportunities when they arise, and problem solve in real-time to move the work accordingly Must feel comfortable working in a collaborative team environment along with being an independent thinker. Bachelor's degree in finance, accounting or equivalent experience Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $41k-51k yearly est. Auto-Apply 25d ago
  • Market Client Service Representative

    Old National Bank 4.4company rating

    Old National Bank job in Dexter, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently hiring for a Market Client Service Representative. We are seeking individuals who are customer focused and have a strong desire to help our clients meet their financial objectives. This position is unique as it will allow you to travel to the surrounding branches as needed. This gives you the opportunity to work at several different branches, giving you the opportunity to know the personalities at each location. A Client Service Representative position is a key customer service position within the company. This position provides a variety of duties to include introducing bank products and services to customers, participating in the sales program, processing debit and credit transactions and assisting with customer relation issues. This person is also responsible for ordering and shipping all cash for the banking center, and CTR record keeping. Client Service Representative has the additional responsibility of managing the banking center vault which includes; balancing the vault, disbursing cash to other designated team members and ordering/shipping currency as needed. This position may also have the responsibility of opening new accounts. Salary Range The salary range for this position is $17.00/Hr. - $27.50/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Our ideal candidate will possess the following skills: High school diploma or GED required 2-3 years of cash handling experience Excellent customer service skills Excellent balancing record Good organizational skills and attention to detail Bilingual Spanish speaking preferred Ability to lift heavy boxes of coin Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $17 hourly Auto-Apply 16h ago
  • Treasury Management Analyst

    Old National Bank 4.4company rating

    Old National Bank job in Ann Arbor, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Treasury Management Analyst (TMA) that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team). Key Accountabilities Partner with assigned TM Consultants in all aspects of the sales process Proficiency in knowledge of all TM solutions and their benefits to our clients Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process. Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas. Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends. Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities. Will serve as quality control of current client charges to identify and resolve revenue leakage. Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc. Analyze client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external) Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually. Work jointly with cross-functional team and assist in overall solution development and value proposition. Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. Ensure complete client satisfaction through proactive partnership and providing timely responses to requests. Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests. Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions) Periodic travel required for training, internal and external sales meetings. Other duties as requested. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others: Effectively and transparently shares information and ideas with others Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain Unites others towards common goal Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction Develops Talent - Strengthen your abilities for today and beyond: You Own You - you own your development and career Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs Continuously develops self for current and future roles Makes Decisions & Solves Problems - Seeks deeper understanding and acts: Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency Collaborates and seeks to understand the root causes of problems Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time Takes action that is consistent with available facts, constraints and probable consequence Delights Clients - Continuously seeks and applies knowledge leading a best-in-class client experience: Passionately serves internal/external clients with excellence Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value Qualifications and Education Requirements BS/BA degree in Business/Finance or equivalent education & experience Comprehensive knowledge of Treasury Management products and services An understanding of the TM sales process; sales, implementation & service functions Ability to work under minimal supervision, and work well under pressure. Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks. Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally. Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles. Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems Demonstrated willingness to learn, implement feedback, and take action. Ability to develop strong working relationships with clients and associates. Demonstrated client service experience required (phone and face-to-face) Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment. Preferred Qualifications: Certified Treasury Professional Designation (CTP) Accredited ACH Professional Designation (AAP) 2-5 year's banking experience 1 year TM Operations, Training, and/or Implementation Experience 2 years sales experience; interest in consultant career path Ability to interpret and analyze Financial Statements TM Analyst roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial (including Treasury Management), Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or interment partner has appropriate support focused on increasing product penetration and gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Traveling to and presenting/actively engaging at client sites Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking) TMA Levels Skill Level Level I (silent I) Basic TM & Sales Experience, Guidance Required Level 2 (II) Moderate TM & Sales Experience, Minimum Guidance Required Level 3 (III) In depth TM & Sales Experience, Works independently & acts as a resource Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $18.8 hourly Auto-Apply 16h ago

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