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OneAZ Credit Union jobs - 69 jobs

  • Graphic Product Design Intern

    Oneaz Credit Union 4.1company rating

    Oneaz Credit Union job in Phoenix, AZ

    Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We're here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters-you've found it! Who You Are 🧩 You're impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let's build something great together. What You'll Do πŸš€ Intern Program Begins: May 11, 2026 Intern Program Ends: August 5, 2026 Pay Rate: $18/hr πŸ“This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 The Graphic Product Design Intern assists in crafting visually engaging and user-centered design assets that support digital banking products and member communications. They collaborate with UX designers and product teams to ensure consistency in branding, accessibility, and usability across interfaces and marketing touchpoints. This role offers hands-on experience in applying design thinking to real-world financial services. Portfolio Development- Build a professional portfolio with real-world projects like marketing materials, social media graphics, and branded content. Practical Experience - Gain hands-on experience using design tools (e.g., Adobe Creative Suite) and working within brand guidelines. Professional Growth- Develop collaboration, communication, and time management skills by working with cross-functional teams. Industry Insight- Exposure to the financial services sector helps interns understand how design supports business goals and member engagement. Networking Opportunities- Connect with professionals in marketing, design, and communications, which can lead to future job opportunities. Assist in designing marketing materials such as flyers, brochures, social media graphics, and email templates. Support brand consistency across all visual communications. Collaborate with the marketing team to brainstorm and execute creative campaigns. Prepare and edit graphics for web and print using tools like Adobe Creative Suite. Help maintain the digital asset library and organize design files. Participate in team meetings and contribute ideas to improve visual storytelling. What You Bring 🎯 Education: Currently pursuing a degree in Graphic Design, Visual Communications, or a related field. Technical Skills: Proficiency in Adobe Creative Suite (Photoshop, Illustrator, In Design); familiarity with Canva, Figma, or other design tools is a plus. Creativity & Communication: Strong visual design sense, attention to detail, and ability to communicate ideas effectively. Teamwork: Ability to collaborate with marketing and communications teams, take feedback, and iterate on designs. Portfolio: A portfolio showcasing design work, including school projects or freelance work. A passion for people, innovation, and growth. Why Join OneAZ? At OneAZ, we're not just a credit union; we're a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you'll be part of a team committed to exceeding expectations and redefining what's possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.
    $18 hourly Auto-Apply 14d ago
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  • Identity & Access Management Specialist

    Oneaz Credit Union 4.1company rating

    Oneaz Credit Union job in Phoenix, AZ or remote

    Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We're here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters-you've found it! Who You Are 🧩 You're impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let's build something great together. What You'll Do πŸš€ πŸ“This role is primarily a hybrid position tied to our Corporate Office at 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027. Remote work may be considered on a case-by-case basis for Arizona-based candidates. The Identity & Access Management (IAM) Specialist is responsible for overseeing access governance processes across enterprise systems and applications. This role ensures that access controls are designed and operating effectively, aligned with regulatory requirements and internal security policies. The IAM Specialist will coordinate access reviews, support audit responses, and work to strengthen identity governance within a secure and compliant environment. Coordinate and monitor user access reviews across enterprise systems, including Active Directory, core banking platforms, and cloud applications. Review and validate role-based access models to ensure alignment with the principle of least privilege and segregation of duties. Analyze access rights and user entitlement data to identify and report on anomalies, excessive privileges, or policy violations. Partner with system administrators and business units to ensure timely remediation of access issues identified during reviews. Maintain documentation of access review procedures, escalation paths, and reviewer responsibilities. Support audit and compliance efforts by compiling and validating evidence related to user access controls and identity governance. Collaborate with HR, IT, and Information Security to improve access governance processes related to onboarding, transfers, and terminations. Participate in IAM policy and standard development, ensuring practices align with regulatory expectations (GLBA, FFIEC, NIST). Contribute to the evaluation and implementation of IAM tools or platforms to automate access review and certification processes. Assist in defining and refining IAM metrics and reporting dashboards to provide insights into access compliance and control effectiveness. What You Bring 🎯 H.S. Diploma Required Bachelor's degree in information security, computer science or a related field. Required. 3-5 years similar or related experience in Identity and Access Management required 5-8 years similar or related experience in IT Security, or IT Compliance required. Experience supporting user access reviews and audit responses required. Experience with implementing and managing IAM tools preferred. Financial industry experience or knowledge of banking applications Preferred Familiarity with access control principles, user entitlement analysis, and access governance. Understanding of RBAC, least privilege, and segregation of duties principles. Working knowledge of regulatory and security frameworks such as GLBA, FFIEC, or NIST. Strong analytical and problem-solving skills. Excellent verbal and written communication skills. Ability to manage multiple tasks and meet deadlines under pressure. High attention to detail with a focus on accuracy and accountability. Strong collaboration skills across technical and business teams. Certified Identity and Access Manager (CIAM) Preferred Certified Identity and Access Professional (CIAP) Preferred CISSP Preferred Or similar industry certification A passion for people, innovation, and growth. Compensation & Benefits πŸŽ‰ Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time Low-cost Medical, Dental & Vision plans Paid childcareassistance Award-winning 401K Gym fee reimbursement Tuition Reimbursement Student loan repayment ...and much more.Explore all the details in our comprehensive Benefits Booklet Target hiring range $84-$105/K (Depending on experience and prior to any incentives this position is eligible for) Why Join OneAZ? At OneAZ, we're not just a credit union; we're a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you'll be part of a team committed to exceeding expectations and redefining what's possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.
    $34k-38k yearly est. Auto-Apply 7d ago
  • SVB: Crypto Payments Enhanced Due Diligence Associate

    First Citizens Bank 4.8company rating

    Phoenix, AZ job

    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix, Chicago, Dallas or Raleigh office SVB's First Line of Defense Enhanced Due Diligence Know Your Customer ("EDD KYC") team is responsible for conducting enhanced due diligence on higher risk client segments that may pose a higher risk for money laundering, terrorist financing, sanctions, or reputation risk in support of all legal and regulatory requirements as a large financial institution. As a Cryptocurrency Enhanced Due Diligence Associate, you will be a part of SVB's First Line of Defense EDD KYC Team tasked with leading enhanced due diligence reviews of prospective and existing clients, ensuring that crypto-related clients within FCB are compliant with FCBs Risk Appetite, and any/all applicable regulations and guidelines. You will be the identified expert on Cryptocurrency BSA/AML compliance for the FCB Commercial Bank by the relationship team and clients. You will engage with peers and risk professionals, all levels of management, and other internal or external constituents to deliver comprehensive views on EDD matters and represent the reasoning of EDD disposition on behalf of the organization. It will be critical for you to stay current with cryptocurrency developments, and policy changes, seek ways to enhance current processes and controls, and communicate with your peers and partners. This role is required to both execute and educate on the Cryptocurrency ecosystem; additionally, the role will build, develop, and improve processes, as well as coach those around you. Responsibilities * Enhanced Due Diligence Reviews: Perform thorough EDD reviews on new and existing clients engaged in the broader Crypto ecosystem, ensuring compliance with regulatory requirements and internal policies. Conduct in-depth analysis of client profiles, business activities and ownership structures to assess money laundering, terrorist financing and other financial crime risks. Review and verify client documentation including identification documents, business licenses, financial statements, and transaction records to ensure accuracy and completeness of KYC information. Assist clients and prospects in establishing the proper control environment to ensure compliance with the Bank's requirements. * Regulatory Compliance: Serve as subject matter expert and ensure compliance with regulatory requirements, industry standards and best practices related to EDD, KYC, BSA, Sanctions and AML regulations surrounding the Crypto ecosystem. Document and maintain accurate records of due diligence reviews, including findings, decisions, and supporting documentation in accordance with internal policies and regulatory standards. * Subject Matter Expert: Serves as a SME on high-risk, complex, and crypto reviews as primary Point of Contact for Commercial Bank Relationship and aid in identification of prospects & existing clients that may have increased AML risk due to business model; assisting the clients/prospects to ensure compliance with FCB's high-risk requirements; championing efforts identifying and managing existing and emerging risks identified through reviews, and ensuring these risks are effectively assessed, communicated, and controlled. Partner with Compliance, Internal Audit, and other departments to respond to examinations and audit requests, manage execution and implementation of action plans, and ensure all processes and changes implemented fully comply with applicable regulations and legislation, standards, policies, and guidelines. * Risk Analysis: Lead and champion efforts on identifying and managing existing and emerging risks identified through reviews, and ensuring these risks are effectively assessed, communicated, and controlled. Conduct assessments and profiling of clients based on their risk factors including business type, transaction volume and geographical location. Analyze client transactions and account activity to identify red flags indicative of potential financial crimes or higher risk activities. Identify and communicates opportunities to automate/streamline quality and compliance efforts. * Reporting & Training: Develop and report risk tolerance metrics and provide ongoing reporting on high-risk sector pipeline to senior management. Communicate effectively with internal stakeholders, relationship managers and business units to address queries and resolve issues related to EDD. Provide expertise in assessing prelaunch or emerging business models to align with internal requirements for EDD and approval. Collaborate with cross-functional teams to share insights, provide support, training and guidance on policies, procedures, and best practices, promoting a culture of compliance. Qualifications Bachelor's Degree with a minimum of 4 year of experience conducting enhanced due diligence reviews on crypto/payments entities at payment processors, money service businesses or banks, OR High School Diploma or GED with a minimum of 8 years of experience. Preferred Area of Experience: * KYC Compliance at a Large Financial Institution or Crypto MSB/VASP * BA, Finance, Economics, Legal, or Criminal Justice * License/Certification: Association of Certified Anti-Money Laundering Specialist (ACAMS), Certified Cryptoasset AFC Specialist (CCAS), or Certified Fraud Examiner * Exhibit a comprehensive understanding of blockchain technology, demonstrating an understanding of its core principles and diverse applications. * Demonstrate strong understanding of Anti-Money Laundering risk related to cryptocurrency, payments and FinTech business models. * Demonstrate knowledge of international and regional financial crimes risks, to include but not limited to Anti-Money Laundering, Counter Terrorism Financing risks, fraud, and the prevention and mitigation processes and controls. * Understanding of the compliance and regulatory frameworks that apply to financial institutions with an emphasis on FinCEN regulations, FFIEC guidelines, Bank Secrecy Act and US PATRIOT ACT. * Ability to assess compliance programs, processes, controls. * Ability to work collaboratively with peers and leaders to attain common goals * Ability to communicate effectively both in writing and orally, in person and by telephone, with all levels of the organization and with bank clients * Ability to work independently, take initiative and have strong verbal and written communication skills. * Good analytical, research, organizational, and project management skills. * Flexibility in learning new topics, handling change and deadlines to address newly identified risks or process changes. * Strong understanding of requisite Microsoft Office applications and ability to learn new internal systems quickly If hired in Chicago, the base pay for this position is generally between $89000- $120000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. #LI-DM1
    $89k-120k yearly 23d ago
  • Treasury Management- Technical Support Specialist

    First Citizens Bank 4.8company rating

    Phoenix, AZ job

    This is a remote role that may only be hired in Arizona or North Carolina, must be willing to work 9am-6pm PST. This position provides technical support to Treasury products or services, in the execution of advanced operating activities. Works directly with individuals to address issues and respond to inquiries. Identifies discrepancies in accounts or data, coordinating with other parties to implement process enhancements. Facilitates workflow and ensures client satisfaction through the handling, processing, and servicing of requests. May occasionally guide less experienced specialists. Responsibilities * Serve as a subject matter resource for Integrated Payables products and payment workflows. * Support clients with setup, maintenance, and troubleshooting of Integrated Payables solutions, including file transmission, ERP integration, and payment exceptions. * Research and resolve issues related to ACH, wire, check, and virtual card payments, including formatting errors, rejects, returns, and settlement issues. * Assist with client onboarding, testing, validation, and training for Integrated Payables implementations. * Monitor payment activity to identify exceptions, failures, or potential risk concerns and escalate appropriately. * Collaborate with Product, Technology, Operations, Risk, and Compliance teams to resolve complex payment issues. * Document client interactions, issues, and resolutions within case management and knowledge systems. * Ensure compliance with regulatory requirements, network rules, security standards, and internal Treasury Management policies. * Identify recurring issues and recommend process improvements to enhance efficiency and client experience. * Support product enhancements, system upgrades, and user acceptance testing as needed. Qualifications Bachelor's Degree and 0 years of experience in Support, or Operations, or Customer Service OR High School Diploma or GED and 4 years of experience in Support, or Operations, or Customer Service Knowledge, Skills, and Abilities * Strong understanding of commercial payments, including ACH, wire, check, virtual card, and integrated payment solutions. * Working knowledge of ERP systems, payment files, and transmission methods (e.g., SFTP, APIs). * Strong analytical and problem-solving skills with high attention to detail. * Ability to explain complex payment processes clearly to clients and internal stakeholders. * Excellent written and verbal communication skills. * Ability to manage multiple priorities in a deadline-driven environment. Preferred Qualifications * Associate's or Bachelor's degree in Business, Finance, Accounting, Information Systems, or a related field, or equivalent experience. * 1-3 years of experience in Treasury Management, payments operations, or commercial banking support preferred. * Experience with Integrated Payables, ERP integrations, or payment processing strongly preferred. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $31k-40k yearly est. 3d ago
  • Treasury Client Svcs Professional I

    Bok Financial Corp 4.6company rating

    Tempe, AZ job

    Areas of Interest: Treasury Services; Commercial Banking Pay Transparency Salary Range: $42,000-$56,000 Application Deadline: 02/05/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Discretionary Summary As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting-edge solutions that meet our clients' evolving needs. Job Description The Treasury Client Services Professional I provides technical and operational support to a portfolio of Commercial Banking customers for all DDA and Treasury Management Products and Services; Products and Services help customers set their daily cash position and related investment options; resolves daily customer issues/concerns sometimes engaging various departments in Treasury Services, Operations, Information Technology, and/or Relationship Managers; some products require communications with third party vendors to identify and resolve customer issue; inputs and tracks all customer initiated operating and system problems via Salesforce Case Management. Identifies and refers cross sell opportunities. Team Culture At BOKF, our treasury services culture thrives on integrity, collaboration, and innovation. We create an environment where team members are empowered to share their perspectives and drive success. Our dedication to continuous learning keeps us at the forefront of industry trends, enabling us to deliver exceptional solutions for our clients. Join us to be part of an energetic, supportive, and visionary team where your skills are celebrated, and your career can thrive. How You'll Spend Your Time * You will manage a portfolio of small business and commercial relationships, ensuring proper legal and regulatory documentation for account openings. * You will collaborate with compliance and legal teams to resolve any questionable documentation issues. * You will diagnose and resolve operational and technical issues for DDA and Treasury Management products. * You will provide same-day customer updates on issue status, following the Sundown Rule. * You will partner with Operations, IT, and third-party vendors to troubleshoot and streamline processes. * You will serve as the primary customer contact for system issues, offering proactive support, fraud prevention, and product training. * You will maintain quality control by identifying operational trends and ensuring resolution through Salesforce Case Management. Education & Experience Requirements The required level of knowledge is normally acquired through completion of a Bachelor's Degree and 1-year experience in a bank operations or customer service position or 5 - 7 years' equivalent experience in a bank operations or customer service function. * Excellent interpersonal, verbal, and written communication skills * Basic knowledge of product delivery systems and on-line computer systems * Basic knowledge of Bank operations * Excellent knowledge of customer service etiquette * Basic knowledge of banking and Treasury Management products * Good PC and software application skills (Microsoft Office, Excel; Word) * Thorough understanding of a multitude of software products and the ability to understand new applications with a minimum of prior exposure to the product * Excellent ability to handle multiple requests in a competent and professional manner Working Conditions & Physical Requirements Office BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $42k-56k yearly Easy Apply 19d ago
  • Market Manager Private Wealth - MLO

    Bok Financial Corp 4.6company rating

    Phoenix, AZ job

    Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 04/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. You will provide value by being apprised of and anticipating the clients' needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business. Job Description The Market Manager position provides leadership of a Private Wealth team in a geographically distinct market or functional area as a Player-Coach with a focus on private banking. Team Culture Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions. We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence. How You'll Spend Your Time * You will manage and supervise work of a team of a team of Private Wealth Bankers and Client Service Associates. * You will attract, retain and develop your staff. * You will manage a book of client relationships and continue to grow that book. * You will ensure effective business development and portfolio maintenance activities. You'll assist officers in negotiating loan proposals, as well as analyzing and evaluating credit requests. * You will manage the Private Wealth sales process, conduct sales meetings, and coordinate officer call schedules for all lending and deposit-gathering activities * You will provide oversight on complex account relationships and credit structures. You will develop relationships with prospective clients and existing clients, promote the bank's services and introduce customers to other departments when other services can be rendered. * You will define annual department objectives; develop an operating plan, including budgets and manpower requirements, consistent with market goals and objectives. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business Administration or Finance and 8+ years of Private Wealth & Management, and/or Investment Management, and/or Commercial Banking & Management, and/or Trust Administration & Management, and/or Sales Management experience or 14+ years equivalent work experience. * Extensive knowledge of investment management and asset allocation or commercial and consumer banking activities and use of complex credit facilities or accounting principles & practices, personal trust accounts, estate planning, taxation, and administrative procedures. * Excellent written and verbal communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations; ability to communicate with senior level management, regulators, and executive officers. * Leadership ability and team building skills. * Demonstrated capacity to sell within the financial services industry with extensive negotiating skills. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $79k-104k yearly est. Easy Apply 34d ago
  • Relationship Advisor II- Fintech

    First Citizens Bank 4.8company rating

    Phoenix, AZ job

    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix office Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Responsibilities The Relationship Advisor "RA" manages a portfolio of International Commercial Banking Clients and is responsible for client onboarding, client servicing and proactive client solutioning. A key member of the client's relationship team, the RA serves as the client's dedicated point of contact for deposit and cash management banking needs. New Client Onboarding * Leads client's onboarding journey, collaborating with client's Relationship Manager and Product Advisor to understand client's strategy and short - and long-term financial needs. * Conducts onboarding activities to include: * Leads client discussions to identify deposit and cash management needs. * Performs product demos independently. * Sets expectations on data and documentation requirements to open new services, inclusive of product documentation and KYC requirements. * Gathers and validates all relevant legal documentation to adhere to KYC based on client's legal entity type. * Coordinates hands offs to centralized support teams for fulfillment of client product needs, while keeping client apprised to implementation status. * Post onboarding, proactively engages client to review services and ensure client understanding and utilization. * May assist more junior RAs with client onboarding. Client Servicing * Acknowledges and orchestrates fast resolution of in-bound service inquiries. * Transitions service tasks to appropriate support teams for management and resolution, while keeping client apprised to resolution. * Researches and resolves complex client inquiries; ensure resolutions of solution solves client's need and / or issue. * Leverages client's service need as an opportunity to identify broader solutions to support client needs. * Takes initiative to resolve complex client inquiries before escalating to Manager. Risk Advice * Advises clients on risk mitigation strategies to combat money laundering and fraud. * Manages internal Know Your Client "KYC" for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements. * Leads client discussions focused on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controls. * Collaborates with Relationship Manager and operational partners to triage KYC, Sanction and High Risk Industry and Fraud alerts. Client Success * Collaborates with client's Relationship Manager and Product Advisor teams to remain apprised to short - and long - term client strategy; advises relationship team on client's service themes and trends. * Proactively identifies opportunities to support client need based on client industry and life stage, conducting proactive client touchpoints to strengthen client relationships. * Performs client account reviews and facilitates product discussions to support client short - and long - term financial need Qualifications Bachelor's Degree with 1 year of experience in banking/financial services industry or customer service experience OR High School/GED with 5 year of experience Preferred: * Retail branch banking experience * Strong experience building client relationships * Demonstrated organizational skills * Able to prioritize tasks with effective time management in a fast-paced environment * Strong written and verbal communication skills * Able to work in a team environment and comfortable working independently Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $62k-105k yearly est. 17d ago
  • Financial Planning & Analysis Intern

    Oneaz Credit Union 4.1company rating

    Oneaz Credit Union job in Phoenix, AZ

    Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We're here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters-you've found it! Who You Are 🧩 You're impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let's build something great together. What You'll Do πŸš€ Intern Program Begins: May 11, 2026 Intern Program Ends: August 5, 2026 Pay Rate: $18/hr πŸ“This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 The FP&A Intern will engage and support with review and analysis of financial statements, including analyzing variances to Plan. They will also assist in improving the efficiency of current reporting/forecasting techniques as well as learn about profitability at OneAZ. This opportunity will provide the candidate with a working knowledge of FP&A responsibilities, Variance-to-Plan management, and a detailed view of expense management and allocations regarding profitability. Assist in month end review of variances-to-plan & remainder of year outlook Assist with inquiries/communication to & from cost center owners regarding variances-to-plan Research and document expenses by certain characteristics within general ledger (GL) accounts Assist in review and analysis of financial statements Handling sensitive or confidential information with honesty and integrity What You Bring 🎯 Education: Currently pursuing a degree in accounting, finance, or economics Proficient in Microsoft Office Software Strong analytical skills Familiar with financial statements A passion for people, innovation, and growth. Why Join OneAZ? At OneAZ, we're not just a credit union; we're a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you'll be part of a team committed to exceeding expectations and redefining what's possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.
    $18 hourly Auto-Apply 14d ago
  • Commercial Portfolio Specialist

    Oneaz Credit Union 4.1company rating

    Oneaz Credit Union job in Phoenix, AZ

    Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We're here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters-you've found it! Who You Are 🧩 You're impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let's build something great together. What You'll Do πŸš€ πŸ“This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 The Commercial Portfolio Specialist is responsible for managing all aspects of the existing commercial loan portfolio. This role ensures portfolio quality, supports risk management efforts, and provides ongoing reporting and analysis. Portfolio Management & Loan Reviews: Complete periodic commercial loan and relationship reviews within established timelines. Ensure loan files are current and complete, including all required financial and supporting documentation. Spread and analyze borrower and guarantor financial statements. Identify financial or operational exceptions and prepare related default communication. Confirm borrower performance aligns with loan terms, including usage, indebtedness, and deposit expectations. Maintain updated due diligence (UCC searches, background checks, credit reports, STR reports, etc.). Tickler & Documentation Management: Oversee the accuracy and integrity of the financial document tickler system. Distribute periodic tickler reports to lending staff and leadership. Manage member correspondence related to upcoming and past due tickler items. Renewals: Monitor maturing loans and communicate proactively with lenders. Ensure updated financials and file documentation are complete prior to renewal. Prepare renewal credit requests and support action plans for loans showing signs of deterioration. Reporting & Analytics: Compile and prepare quarterly board reporting. Support maintenance of the quarterly Problem Loan Report and weekly delinquency review. Maintain interest rate stress testing reports. Audit & Regulatory Support: Ensure loan portfolio files are audit-ready for internal, regulatory, and third-party reviews. Maintain organized, well-labeled files and ensure documentation gaps are accurately reflected in the tickler system. Compliance Adhere to all applicable policies, laws, and regulations, including BSA, AML, USA Patriot Act, and OFAC requirements. What You Bring 🎯 H.S. Diploma Required Bachelors Degree Preferred 3-5 years similar or related experience required Demonstrated experience with commercial lending, including term loans, commercial real estate, construction, SBA, and lines of credit. Strong organizational and analytical skills. Proven ability to manage deadlines and deliver accurate reporting. Demonstrated ability in commercial lending including, but not limited to, term loans, commercial real estate, construction, SBA and lines of credit. A passion for people, innovation, and growth. Compensation & Benefits πŸŽ‰ Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time Low-cost Medical, Dental & Vision plans Paid childcare assistance Award-winning 401K Gym fee reimbursement Tuition Reimbursement Student loan repayment ...and much more. Explore all the details in our comprehensive Benefits Booklet Target hiring range $84-$105/K (Depending on experience and prior to any incentives this position is eligible for) Why Join OneAZ? At OneAZ, we're not just a credit union; we're a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you'll be part of a team committed to exceeding expectations and redefining what's possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.
    $34k-42k yearly est. Auto-Apply 7d ago
  • Base Building Technician

    First Citizens Bank 4.8company rating

    Phoenix, AZ job

    This is an onsite role located in Phoenix, AZ. This position is responsible for the functionality of equipment within Bank corporate offices. Ensures all electrical, mechanical, fire, and life safety equipment is fully operational through hands-on inspection, maintenance, and repair. Responds promptly to emergency issues and monitors onsite vendors when outside consultation is necessary. Provides support to building projects, infrastructure, and other activities, including training exercises and regulation compliance. Schedule: Monday - Friday 6:30 AM - 3:30 PM Responsibilities * Facility Support - Maintains building infrastructure that affects operating abilities such as plumbing, HVAC, and electrical systems, and equipment crucial for health and safety purposes. Performs regular inspections, conducts repairs, and addresses work order requests. Performs preventative maintenance and assists in facility inspections and reports. Participates in building projects and documents results. Implements site or equipment-specific training exercises. * Coordination - Partners with business units, managers, and other stakeholders on planned and completed work, risks, and impacts. Communicates clearly to identify and respond to ongoing equipment issues, and updates appropriately upon resolution. * Vendor Management - Assists with vendor oversight including effective work order communications, service ticket management, performance & accountability monitoring, and vendor procurement activities. * Emergency Response - Responsible for being on-call in emergency work situations and inclement weather. Qualifications Bachelor's Degree and 1 years of experience in General building facilities technician or a background in electrical, mechanical, and HVAC OR High School Diploma or GED and 5 years of experience in General building facilities technician or a background in electrical, mechanical, and HVAC Required Skills: * Ability to read, analyze, and interpret Technical Procedures (MOPs), blueprints and diagrams, building codes, and OSHA codes * Ability to work in indoor and outdoor environments that include exposure to fumes, noise, heat, cold etc. * Ability to lift 50 lbs., climb and work on a ladder, and wear safety gear * Ability to travel between sites local to the region of work Preferred Skills: * Experience in residential or commercial Electrical, HVAC, Mechanical * Experience with Service Channel and Building Management Systems (BMS) * Valid driver's license * Military or Technical Trade School Certifications * Military, electrical, mechanical, or HVAC technical trade school with applicable certifications * On call & emergency response as needed Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $38k-49k yearly est. 23d ago
  • Test Engineer II (Remote)

    First Citizens Bank 4.8company rating

    Remote or Phoenix, AZ job

    This is a remote role that may only be hired in the following location(s): AZ, FL, GA, NC, and TX Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. The Software Test Engineer is a vital role for the implementation and establishment of a quality process in our IT Testing organization. This individual leads efforts for testing organization in support of the SVB business teams. This role is an active partner in test design, planning and execution working on multiple projects and department initiatives. Supports and ensures successful delivery of organizational transformation and goals across all business verticals at SVB, delivering high quality product for our clients. This role requires coordination with team across multiple time zones for global projects and working with teams located around the world. Responsibilities * Responsible for the overall quality of IT projects and changes through execution of all aspects of the Software Development and Testing Life Cycle * Lead, develop, monitor and execute test activities projects and department initiatives * Work closely with development and business partners to ensure timely collaboration and resolution * Review and understand project or application requirements * Prepare test documentation (test strategy, test plan, test summary report, test cases, defects, daily status reports * Manage and create test data adhering to PII rules * Work closely with globally distributed teams to ensure continuous support and test execution in various time zones * Facilitate daily triage/scrum meetings, follow defect through closure * Assist in building, configuring and managing test environments * Monitor environmental impact, communicate potential risks, provide mitigation plan * Provide requirement traceability metrics * Implementing test automation utilizing current frameworks and tools * Demonstrate thought leadership through identifying process inefficiencies and implementing creative solutions with a spirit of collaboration Qualifications Bachelor's Degree and 4 years of experience in Systems engineer and systems programmer OR High School Diploma or GED and 8 years of experience in Systems engineer and systems programmer Preferred Qualifications: * 3+ years of Software Quality Assurance experience * Strong knowledge of programming using OOPS concepts * 3 Years of experience in Testing Mobile apps on iOS and Android * Hands on experience in Selenium Web driver. * Strong client Server / Web and mobile QA experience * Good SQL skills (oracle/Postgres) * Knowledge in testing API's using Postman and automating API testing * Should have relevant experience in testing NATIVE/HYBRID mobile applications. * Demonstrated experience with Mobile Automation (Appium) preferred * Defect Tracking via different defect tracking/management tools (specifically JIRA) and Automation Testing Tools (Functional Regression and system Testing) * Experience in root cause analysis and defect diagnosis techniques. Ability to document software defects, and report defects to developers and project manager * Strong knowledge of Agile and Iterative software development life cycle practices * Streamline the testing process by introducing automation, leveraging tools and setting goals to reduce time and effort * Demonstrate solid domain knowledge in Digital Banking applications Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $92k-119k yearly est. 23d ago
  • Community Relations & Partnerships Intern

    Oneaz Credit Union 4.1company rating

    Oneaz Credit Union job in Phoenix, AZ

    Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We're here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters-you've found it! Who You Are 🧩 You're impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let's build something great together. What You'll Do πŸš€ Intern Program Begins: May 11, 2026 Intern Program Ends: August 5, 2026 Pay Rate: $18/hr πŸ“This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 The Community Relations & Partnerships Intern supports the organization's mission by helping build and strengthen relationships with community partners, nonprofits, and corporate collaborators. This role assists in coordinating community outreach initiatives, events, and partnership programs that promote engagement and positive social impact. The intern contributes to research, communication materials, promotional items, and data tracking to support collaboration efforts and ensure meaningful community outcomes. This position is ideal for someone passionate about community development, relationship building, and creating lasting impact through partnership-driven work. Assist with creating and supporting volunteer activities. Assist with gathering volunteerism content for internal and external OneAZ social media platforms and intranet. Support the planning and execution of community engagement initiatives and special events. Conduct research on potential corporate and community partnership prospects. Help prepare presentations, outreach materials, and reports that highlight community impact and partnership results. Track and organize partnership data, volunteer hours, and event participation metrics. Collaborate with internal departments to align community engagement efforts through promo items, t-shirt distribution, and branding elements. Assist in drafting communication pieces such as newsletters, social media posts, and partner updates. Participate in meetings and provide administrative support to the Community Relations and Partnerships team. Represent the organization in a positive and professional manner during community events and partner interactions. Other duties and projects as assigned What You Bring 🎯 Education: Currently pursuing a degree in business, marketing, communication, non-profit leadership or a related field. Proficient in Microsoft Suite Software Demonstrate a passion for learning and dedication for getting the job done. Self-starter and a fast worker. Bilingual in English/Spanish a plus. Able to lift and transport up to 25 pounds. A passion for people, innovation, and growth. Why Join OneAZ? At OneAZ, we're not just a credit union; we're a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you'll be part of a team committed to exceeding expectations and redefining what's possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.
    $18 hourly Auto-Apply 14d ago
  • Teller

    Oneaz Credit Union 4.1company rating

    Oneaz Credit Union job in Yuma, AZ

    Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We're here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters-you've found it! Who You Are 🧩 You're impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let's build something great together. What You'll Do πŸš€ πŸ“This position will be located at our Main Yuma branch: 2799 S. 4th Avenue, Yuma, AZ 85364 To provide personal service by greeting and assisting members with financial transactions on all types of accounts. Receives and pays out money and keeps records of money and negotiable instruments involved in financial transactions by performing the following duties. Receives checks and cash for deposit, verifies amount, and examines checks for endorsement. Cashes checks and pays out money after verification of signatures and member balances. Enters members' transactions into computer to record transactions, and issues computer generated receipts. Places holds on accounts for uncollected funds. Orders daily supply of cash and counts incoming cash. Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Explains, promotes, or sells credit union products or services. Removes deposits from, and counts and balances cash in, automated teller machines and night depository. Accepts loan payments. Develop an understanding of Credit Union philosophy, organization, bylaws, and operational procedures and comply with the requirements of the Bank Secrecy Act, AML, OFAC and all other applicable State and Federal Financial Institution Regulations. What You Bring 🎯 High school diploma or general education degree (GED) 1-6 months related experience and/or training; or equivalent combination of education and experience. Cash handling experience preferred. A passion for people, innovation, and growth. Compensation & Benefits πŸŽ‰ Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time Low-cost Medical, Dental & Vision plans Paid childcareassistance Award-winning 401K Gym fee reimbursement Tuition Reimbursement Student loan repayment ...and much more.Explore all the details in our comprehensive Benefits Booklet Target hiring range $17-$19/hr (Depending on experience and prior to any incentives this position is eligible for) Why Join OneAZ? At OneAZ, we're not just a credit union; we're a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you'll be part of a team committed to exceeding expectations and redefining what's possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.
    $17-19 hourly Auto-Apply 3d ago
  • Relationship Advisor II- Start Up Banking

    First Citizens Bank 4.8company rating

    Phoenix, AZ job

    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix office Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Responsibilities The Relationship Advisor "RA" manages a portfolio of International Commercial Banking Clients and is responsible for client onboarding, client servicing and proactive client solutioning. A key member of the client's relationship team, the RA serves as the client's dedicated point of contact for deposit and cash management banking needs. New Client Onboarding * Leads client's onboarding journey, collaborating with client's Relationship Manager and Product Advisor to understand client's strategy and short - and long-term financial needs. * Conducts onboarding activities to include: * Leads client discussions to identify deposit and cash management needs. * Performs product demos independently. * Sets expectations on data and documentation requirements to open new services, inclusive of product documentation and KYC requirements. * Gathers and validates all relevant legal documentation to adhere to KYC based on client's legal entity type. * Coordinates hands offs to centralized support teams for fulfillment of client product needs, while keeping client apprised to implementation status. * Post onboarding, proactively engages client to review services and ensure client understanding and utilization. * May assist more junior RAs with client onboarding. Client Servicing * Acknowledges and orchestrates fast resolution of in-bound service inquiries. * Transitions service tasks to appropriate support teams for management and resolution, while keeping client apprised to resolution. * Researches and resolves complex client inquiries; ensure resolutions of solution solves client's need and / or issue. * Leverages client's service need as an opportunity to identify broader solutions to support client needs. * Takes initiative to resolve complex client inquiries before escalating to Manager. Risk Advice * Advises clients on risk mitigation strategies to combat money laundering and fraud. * Manages internal Know Your Client "KYC" for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements. * Leads client discussions focused on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controls. * Collaborates with Relationship Manager and operational partners to triage KYC, Sanction and High Risk Industry and Fraud alerts. Client Success * Collaborates with client's Relationship Manager and Product Advisor teams to remain apprised to short - and long - term client strategy; advises relationship team on client's service themes and trends. * Proactively identifies opportunities to support client need based on client industry and life stage, conducting proactive client touchpoints to strengthen client relationships. * Performs client account reviews and facilitates product discussions to support client short - and long - term financial need Qualifications Bachelor's Degree with 1 year of experience in banking/financial services industry or customer service experience OR High School/GED with 5 year of experience Preferred: * Retail branch banking experience * Strong experience building client relationships * Demonstrated organizational skills * Able to prioritize tasks with effective time management in a fast-paced environment * Strong written and verbal communication skills * Able to work in a team environment and comfortable working independently The base pay for this position is relative to your experience but the range is generally $61275- $81700 annually. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $61.3k-81.7k yearly 19d ago
  • Credit Risk Manager

    Bok Financial Corp 4.6company rating

    Scottsdale, AZ job

    Areas of Interest: Commercial Banking Pay Transparency Salary Range: Not Available Application Deadline: 01/19/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type BOKF Performance Plan (D02) Summary If you are interested in a career in Commercial Credit with an industry-leading provider of sophisticated financial solutions, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. We believe no challenge is too big, and no opportunity is too small when we work together to build relationships. Job Description The Credit Risk Manager- Commercial is primarily responsible for providing advice and counsel on proper loan structure and underwriting due diligence to Commercial Banking Managers and account officers in all markets. Another key responsibility is to review and approve loan requests within the position's established loan authority, and to lead the approval review process for requests that exceed this authority. Responsibility also includes the management and coaching of direct reports within the underwriting team on education, training, and qualitative performance deliverables. Team Culture Collaboration is the key to success with this fast-paced team. While each person holds an area of expertise, we all lean in to support the customer. Through weekly meetings, group huddles, and 1x1 peer training, everyone is given the opportunity to brainstorm, ask questions, and find solutions. We support and lift one another up to achieve more together. How You'll Spend Your Time * You will evaluate and approve Commercial Banking loan requests for relationships within the established loan authority for the position. * You will lead the approval review process for larger requests that exceed the position's established loan authority. * You will provide advice and guidance to Commercial Relationship Managers and leadership on both existing and new loan requests, including the most complex loans. * You will advise on collateral considerations, loan covenants, and recommend enhancements as necessary to promote credit quality. * You will review alternative loan requests as delegated by the Sr. Credit Risk Manager and assist with other strategic projects as assigned. * You will coordinate and help develop the processes and procedures for the operations and control of the Commercial Bank lending functions. * You will help shape the credit team's desired culture and hold team members accountable for meeting established performance standards. * You will recommend enhancements to and ensure adherence to Commercial Bank underwriting guidelines, processes, and procedures. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or Accounting and 10+ years of commercial and/or private banking lending and underwriting in a centralized underwriting environment; 5+ years of loan approval experience in commercial lending; or 16+ years of equivalent work related experience. MBA in Finance or Accounting preferred, but not required when work experience mitigates such. Working Conditions & Physical Requirements Office BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $88k-105k yearly est. Easy Apply 34d ago
  • Bank Sales Support Specialist(Commercial Loan Processor)

    First Citizens Bank 4.8company rating

    Scottsdale, AZ job

    What sets First Citizens apart? Strong leadership, enduring values, and a commitment to helping people and businesses prosper. First Citizens Bank has an opportunity for a Sales Support Specialist (Business/Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills.This role is an integral part of our team, partnering with Commercial and/or Business Banking groups in the sales, servicing and management of clients and loan portfolios. Responsibilities * Ongoing Sales Support: Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required. * Documentation Support and Accuracy: Originates, processes and ensures accuracy of loan documentation for closings. This includes entering financial information into the loan system and ensuring that all necessary documentation is included in the loan package prior to closing. * Ongoing Credit Servicing Support and Accuracy: Resolving documentation exception issues, maintaining service levels, updating financial statements and preparing files for all portfolio reviews. Run reports to track maturing lines/loans and service levels. * Monitoring of Past Due Credits: Communicate, report and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact. * Ongoing Customer Service/Office Support: Coordinates opening of deposit and other banking services with branch partners. Handles customer requests for information and problem resolution. Qualifications * Bachelor's Degree OR High School Diploma or GED with a minimum of 4 years' experience in sales, customer service or operations or commercial lending Preferred Qualifications: * Experience in commercial loan documentation, commercial lending support * Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs. * Experience in paralegal support. * Prior work experience: experience within a business/commercial/corporate banking environment is strongly preferred. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $33k-39k yearly est. 23d ago
  • Mortgage Servicing Specialist II

    Oneaz Credit Union 4.1company rating

    Oneaz Credit Union job in Phoenix, AZ

    Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We're here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters-you've found it! Who You Are 🧩 You're impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let's build something great together. What You'll Do πŸš€ πŸ“This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 Responsible for leading and support of the Mortgage Servicing team; ensures accurate and timely servicing of the C.U. portfolio loans; oversees the production of loan documentation relating to onboarding, servicing and closing of all mortgage and equity loans; ensures loans and agreements comply with state and federal laws, regulations and Bank lending policies and procedures; ensures department activities run smoothly and efficiently; provides leadership, peer training and "Play to Win" spirit within the department; and provides a high level of customer relations and service. The position of Mortgage Servicer II has a leadership mindset, performs direct support duties of department, takes initiative to coordinate with team for coverage for Mortgage Servicing in all related areas of the department, and is required to be fully knowledgeable and skilled in all areas of OneAZ Credit Union portfolio loans, construction loans, escrow holdback products, conventional, and home equity loan programs as well as servicing these loans. Will also support and service loans serviced by our third-party servicer for Fannie Mae Sold loans including loan pool transfers, held for sale FNMA sold loans. Monitor Arm loan changes and adjustments/notices including balloon loans. Assist in training of servicing positions and creation/maintaining of policy and procedures as needed. Works directly with Leadership to resolve issues for member mortgage loans. Works directly with sub-servicer (DMI) for member assistance, maintenance, research and payment corrections. Review and submit daily branch payments. Coordinate construction loan servicing draws and escrow holdback draws. Assist in all quarterly/annual CORE system updates and testing as required. Work with resolving any post-closing issues or deficiencies by submitting back to Operations for corrections. Prepares set-up/cancellation of Automated Clearing House (ACH) drafts for internal transfer loan payment request. Coordinates review and payment for monthly PMI/LPMI mortgage insurance billings. Assists with phone queue calls, email, branch request for member loan request, including research and problem resolution. Assists Risk department with annual audit request and review functions as needed. Reviews weekly reports for Hazard insurance premium payments including working with collateral protection insurance (CPI) vendor. Assist in training of servicing positions and creation/maintenance of policy and procedures as needed. Reviews semi-annual reports for payment of property taxes. Assist members, associates and leadership with Arizona annual escrow analysis requirements. Develops working knowledge of department general ledger account balancing in accordance with established department procedures. Board and quality review Portfolio loans within CORE Servicing system. Assist with the creation and approvals of incoming/outgoing wires as needed. Assist closing with daily completion of original deeds to various counties for recording. Assist with Escrow holdback loans and servicing disbursement payments. Work with CPI vendor on insurance requirements. Collaborates on servicing projects. Assists with the release of deeds of trust and trailing recorded documents. Assist with submission of Fannie Mae (FNMA) loans for purchase and data extract to servicer. Assists with filing title policies, deeds of trust, hazard insurance statements, recorded reconveyance, and related paperwork in real estate files, providing loan information to branches, members, and outside agencies. Assists with processing loan payoffs and lien releases. What You Bring 🎯 High School Diploma Required Associate's Degree Two-year college degree or completion of specialized course of study. 3 to 5 years of similar or related experience in the financial industry. 3 to 5 years mortgage or related experience preferred. Preferred Thorough knowledge of mortgage loan servicing and lending practices. (High proficiency) Knowledge of and mortgage closing/funding a plus. Knowledge of Arizona county recording requirements. Understanding of Arizona escrow analysis requirements. A passion for people, innovation, and growth. Compensation & Benefits πŸŽ‰ Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time Low-cost Medical, Dental & Vision plans Paid childcareassistance Award-winning 401K Gym fee reimbursement Tuition Reimbursement Student loan repayment ...and much more.Explore all the details in our comprehensive Benefits Booklet Target hiring range $23-$29/hr (Depending on experience and prior to any incentives this position is eligible for) Why Join OneAZ? At OneAZ, we're not just a credit union; we're a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you'll be part of a team committed to exceeding expectations and redefining what's possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.
    $23-29 hourly Auto-Apply 34d ago
  • GIS Analyst

    Bok Financial Corp 4.6company rating

    Phoenix, AZ job

    Location: Tulsa -TUL, Oklahoma City -OKC, Dallas -DAL, Albuquerque -ALBQ, Denver -DEN, Houston -HOUS, Phoenix -PHOE, Scottsdale -SCOTT Areas of Interest: Consumer Banking; Business/Technical Analysis; Data; Professional Pay Transparency Salary Range: $80,000 - $100,000 Application Deadline: 01/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Discretionary Summary BOK Financial is a top financial institution that offers a range of sophisticated financial products and services, focusing on personalized client relationships. With over a century of experience, we serve consumers, businesses, and wealth clients across the American Midwest and Southwest. We emphasize long-term relationships, community investment, and talent development, aligning with our brand platform, "We go above. So you can go beyond." Job Description The GIS Analyst will focus on developing, maintaining, and advancing spatial analytics to support BOK Financials' Corporate Real Estate Strategy team. This individual will be responsible for building and maintaining geospatial data assets, designing and executing complex spatial Alteryx workflows, and performing advanced GIS analysis that informs market prioritization, branch distribution modeling, and location strategy. Insights generated by this role will emerge from rigorous case studies, scenario testing, and workflow-driven analysis. The GIS Analyst will also contribute to the development and delivery of analytic mapping applications that enable stakeholders to interact with and explore spatial insights. In addition to core geospatial expertise, the role requires a foundational understanding of predictive analytics methods to support the ongoing evolution of the distribution model toward forecasting market performance, branch profitability, and trade area opportunity with greater confidence. This position is critical to ensuring spatial analytics are accurate, scalable, and aligned with enterprise growth strategies. Team Culture Our culture is rooted in our history, starting in 1910 as a regional capital source for the energy industry and evolving into a dynamic financial institution. Our growth from Tulsa, Oklahoma to a nationwide presence reflects our commitment to agility, strong client relationships, and innovative financial solutions. We prioritize serving our clients, fostering a positive work environment for our employees, and making a meaningful impact in the communities we serve, believing that every financial challenge and opportunity is significant. How You'll Spend Your Time * You will develop and manage enterprise geospatial datasets including real estate assets, trade areas, and market overlays. * You will build and run advanced Alteryx spatial workflows to support real estate and distribution strategy. * You will perform predictive case studies and scenario analyses to define trade area performance metrics. * You will create and deploy interactive spatial tools for stakeholder use, such as mapping apps and GIS reports. * You will collaborate with internal teams and external partners to align geospatial insights with business goals. * You will use predictive analytics to forecast site performance, market potential, and trade area profitability. * You will resolve geospatial data issues and improve workflow scalability through process enhancements. Education & Experience Requirements This level of knowledge is normally acquired through completion of a bachelor's degree in Geography, Geographical Information Systems, Urban Planning, Data Science, Computer Science, or a related field, and 3-5 years of directly related GIS or spatial analytics experience. Equivalent experience may be considered in lieu of a degree. * Hands-on proficiency with Alteryx Designer Desktop, including workflow building, data preparation, and application of spatial toolsets to solve business problems. Alteryx Core Certification is strongly preferred. * Proven ability to apply spatial analytics methods such as geocoding, drive-time modeling, and trade area benchmarking to inform location strategy and distribution modeling. * Experience integrating demographic, segmentation, and competitive datasets into spatial workflows. * Experience developing case studies and codifying thresholds/logic for business attributes to strengthen decision-making frameworks. * Foundational understanding of predictive analytics methods and willingness to expand skills as the organization advances toward forecasting trade area performance and branch profitability. * Hands-on experience in the development of Alteryx Analytic Apps is preferred. * Familiarity with the Spatial, Reporting, and Interface toolsets in Alteryx, with the ability to design and deliver custom maps, spatial analyses, and corresponding analytic applications. * Experience in managing spatial data, including shapefiles, and understanding of spatial object types. Management of spatial datasets within an enterprise database environment is preferred. * Proficiency in SQL for data querying and integration with relational databases. * Excellent written and verbal communication skills with ability to present spatial insights clearly to technical and non-technical stakeholders, including senior executives. * Demonstrated ability to work collaboratively across departments (Corporate Real Estate, Marketing, Consumer Delivery, Business Banking) and with external vendors to align geospatial analysis with enterprise objectives. * Professional attributes include strong attention to detail, data stewardship discipline, adaptability, and a growth mindset in a fast-paced environment. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $80k-100k yearly Easy Apply 34d ago
  • Business Banker

    First Citizens Bank 4.8company rating

    Chandler, AZ job

    Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals. Business Bankers are responsible for acquiring and managing a portfolio of business banking relationships, and the primary contact for borrowing needs up to $5MM. This associate engages bank partners to provide a full range of deposit and related business services. Larger relationships may be managed with manager approval and/or appropriate partner support. Develops and maintains an active prospect list, customer outreach plan and quality referral sources in accordance with a sales plan to achieve production goals and profitability objectives. #LI-JR1 Responsibilities In this role, you will get to: Make an impact by contributing to the growth of the bank through business and commercial loans, deposits and fee income Exercise your creativity and entrepreneurial spirit to engage with business owners in the community Work in a supportive environment encouraging community and business development activities Work within a streamlined, timely and efficient credit approval process Be a part of a collaborative team with various business services partners to support the full client relationship "This position may be filled as a Business Banker II or III based on the skills and experience of the selected candidate." Qualifications Bachelor's degree with a minimum of 4 years experience in business lending, credit or business development. * Or- High school diploma or GED with a minimum of 8 years experience in business lending, credit or business development. Additional Requirements: Business development experience Preferred Qualifications: Established COI's and referral sources Financial analysis and credit underwriting skills Knowledge of business lending, deposit and cash management solutions Ability to provide financial guidance and expertise Sales planning and forecasting experience Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $32k-61k yearly est. 23d ago
  • Credit Specialist I - Global Fund Banking

    First Citizens Bank 4.8company rating

    Phoenix, AZ job

    Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix office Global Fund Banking (GFB) Credit Specialists enable a highly efficient commercial loan approval package production process for the GFB portfolio management team. The Credit Specialist is responsible for producing all loan approval packages for GFB's Venture Capital and Private Equity clients, ensuring they are completed and booked timely and with practices that meet SVB policies/procedures in terms of timeliness, completeness, consistency, and accuracy. Responsibilities The Credit Specialist is an entry level role and will utilize critical thinking skills to complete the credit data elements and basic underwriting information, compile required exhibits, and complete other tasks required to ensure a complete credit package. The role will collaborate daily with colleagues in GFB Portfolio Management to ensure an effective and seamless workflow. Primary Duties: * Creation of all credit packages for new and existing facilities, including compilation of exhibits. * Creation of all amendments to in-flight credit packages. * Engage with internal partners for all credit actions and serve as the liaison if questions or issues arise. * Basic credit projections. Qualifications Bachelor's degree with 1 year of financial services or professional experience OR High School diploma or GED with 2 years of financial services experience. Preferred Qualifications: * Strong written and verbal communication skills with an ability to communicate effectively across business levels. * Salesforce/CRM experience preferred. * Self-starter, proactive and results oriented. * Ability to identify and correct errors in data. * Ability to collaborate with others in a fast-paced environment. * Proficiency in using Microsoft Office Suite Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $39k-54k yearly est. 6d ago

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