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OneAZ Credit Union jobs - 45 jobs

  • Teller Supervisor

    Oneaz Credit Union 4.1company rating

    Oneaz Credit Union job in Glendale, 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 🚀 📍This position will be located at our Glendale Branch: 8285 W. Union Hills Dr., Suite 106, Glendale, AZ 85308 Supervises and coordinates activities of tellers engaged in receiving and paying out money and keeping records of transactions in credit union by performing the following duties. Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsible for interviewing, hiring, and training associates; planning, assigning, and directing work; managing performance; rewarding and coaching associates; addressing complaints and resolving problems. The Teller Supervisor is responsible for the daily supervision and operational efficiency of the teller line, ensuring excellent member service and adherence to credit union policies and procedures. This role involves overseeing a team of tellers, providing training, support, and guidance to ensure accurate and efficient transaction processing while maintaining a secure and compliant branch environment. The Teller Supervisor plays a critical role in the branch's day-to-day operations, focusing on teller activities and ensuring a positive member experience. Supervision and Leadership: Supervise a team of tellers, providing direction and support to ensure the efficient functioning of the teller line. Conduct daily performance monitoring, provide coaching, and deliver feedback to tellers to enhance service quality and operational accuracy. Coordinate with the Branch Manager for teller staffing needs, including scheduling and arranging coverage during peak periods. Operational Efficiency: Assign duties and work schedules to tellers to ensure optimal service delivery and efficient department operation. Oversee teller transactions to ensure accuracy and compliance with all regulations and credit union policies. Consolidate and balance daily teller transactions, ensuring all financial activities are accurately recorded and reconciled. Training and Development: Train tellers in providing exceptional member service and adhering to credit union procedures and regulatory requirements. Implement and enforce standardized procedures to improve teller line efficiency and service quality. Foster a positive work environment by maintaining open communication, resolving teller-related grievances, and promoting teamwork. Member Service: Address and resolve member inquiries and complaints promptly, ensuring a high level of member satisfaction. Act as a working teller during peak hours to support member service and maintain efficient branch operations. Promote and cross-sell credit union products and services to members, assisting tellers in identifying sales opportunities. Compliance and Security: Ensure all teller operations comply with credit union policies, procedures, and regulatory requirements. Monitor and enforce branch security procedures, including controlling access to the vault and ensuring the secure handling of cash and negotiable instruments. Prepare and review daily reports related to teller operations, ensuring accuracy and completeness. Support to Branch Operations: Assist the Branch Manager with operational tasks related to teller activities, including reporting, cash management, and ensuring adequate supplies of money and negotiable instruments. Support the implementation of branch-level initiatives and procedures as directed by the Branch Manager. Collaborate with the Assistant Branch Manager and Branch Manager to ensure overall branch operational efficiency and member satisfaction. What You Bring 🎯 High School Diploma Required 3 to 5 years of similar or related experience. previous Teller Supervisor experience in similar asset size branch. Excellent verbal/written communication, organizational, interpersonal, and time management skills. Strong leadership, critical-thinking, and problem-solving skills. A passion for people, innovation, and growth. Compensation & Benefits 🎉 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 $21-$25/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.
    $21-25 hourly Auto-Apply 16d ago
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  • 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 🚀 Intern Program Begins: May 11, 2026 Intern Program Ends: August 5, 2026 Pay Rate: $18/hr 📍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 16d 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 26d 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. 26d ago
  • Director of Culture and Change Management

    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 🚀 📍This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 The Director of Culture & Change Management reports to the Vice President, Talent Experience and leads enterprise-wide culture, organizational transformation, and leadership development initiatives. This role integrates change management, organizational development, and leadership learning to create an environment where employees are engaged, leaders are empowered, and the credit union is equipped to navigate change with agility and purpose. The Director partners closely with executives, HR leadership, and business leaders to embed the credit union's values into daily practices and ensure change initiatives are delivered with clarity, consistency, and measurable impact. This leader also oversees leadership and management development programs, building capability that sustains transformation. Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsible for interviewing, hiring, and training associates; planning, assigning, and directing work; managing performance; rewarding and coaching associates; addressing complaints and resolving problems. Organizational Transformation & Change Management Lead the enterprise change management strategy, including frameworks, playbooks, and tools for consistent adoption of change. Partner with executives and project leaders on strategic initiatives (acquisitions, system launches, organizational redesigns) to ensure effective communication, adoption, and sustainability. Coach leaders on their role in change, building accountability and ownership for outcomes. Monitor readiness, adoption, and impact of change initiatives, sharing insights with executives and the board. Culture & Engagement Champion the credit union's values and embed them into leadership, people practices, and associate experience. Drive culture-shaping initiatives that strengthen trust, empowerment, and accountability. Lead associate engagement strategies that foster inclusion, belonging, and alignment to mission. Act as a steward of organizational culture through periods of transition and growth. Leadership & Management Development Oversee leadership and management development programs to build capability across all levels. Partner with HR Business Partners to identify leadership gaps and succession needs. Deliver and evaluate programs that strengthen decision-making, communication, coaching, and change leadership skills. Measure program effectiveness and continuously improvement based on business outcomes and feedback. Collaboration & Integration Partner with the Director of Talent Operations to align onboarding, systems, and training delivery with cultural and change objectives. Work closely with HR Centers of Excellence to ensure culture and change strategies are integrated across the employee lifecycle. Collaborate with Corporate Communications to ensure consistency and clarity in messaging during change. Act as a connector between strategic initiatives and the associate experience, ensuring alignment at all levels. What You Bring 🎯 H.S. Diploma Required Bachelor's Degree in Human Resources, Organizational Development, Business, or related field required. Master's Degree in Human Resources, Organizational Development, Business, or related field preferred. 10-15 years similar or related experience in HR, change management, or organizational development experience required. Knowledge, Skills, and Abilities Proficiency Proven success leading enterprise culture and change initiatives in a complex environment Experience overseeing leadership and management development programs Strong knowledge of change management methodologies (Prosci, Kotter, etc.) Exceptional influencing, facilitation, and communication skills Financial services or regulated industry experience strongly preferred A passion for people, innovation, and growth. Compensation & Benefits 🎉 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 $127K-$163K (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.
    $127k-163k yearly Auto-Apply 60d+ 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. 20d 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 22d 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. 26d 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 37d ago
  • Treasury Client Svcs Professional II

    Bok Financial Corp 4.6company rating

    Tempe, AZ job

    Areas of Interest: Commercial Banking; Treasury Services Pay Transparency Salary Range: $45,000-$63,000 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 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 II provides technical and operational support to a portfolio of Commercial Banking customers (including high priority) for all DDA and Treasury Management Products and Services; Treasury products assist customers in setting their daily cash position and related investment options; Responsible for obtaining all Legal and BSA/AML CIP information required for new account opening; analyze documentation for accuracy and appropriateness for fulfilling regulatory and legal requirements; 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. Identifies and refers cross sell opportunities. Must develop and maintain Product Expert status in at least one product. Team Culture Our teams are decentralized. We stay in communication with one another to ensure we deliver a consistent message. We learn from one another and draw on each other's level of experience, no matter what location. We operate as "One Team" and use the 7 Habits of a Highly Effective Team as a guide. Our team is fun, engaging, and inspiring. We take the initiative, focus on the final goal, set priorities, create win-wins, and seek to understand, synergize, and maintain a work-life balance. You will build relationships and get to know your coworkers in operations and technology, and sales, working across multiple lines of business. Our teams work with product managers, analysts, operations, sales, vendors, and the product support team. You are the voice of the client. How You'll Spend Your Time * Analyzes accounts receivable aging reports and settlement statements submitted by customer; establishes and manages a portfolio of general and high priority commercial and corporate relationships; identifies document requirements, both legal (ownership and signatory authority) and regulatory (BSA/AML CIP requirements) for new account opening for both new and existing relationships; works with compliance and legal to determine appropriateness of any questionable documentation; interprets, diagnoses, and resolves operational and technical issues regarding all DDA (IMPACS system) and Treasury Management products * Responds to all customers and updates the customer on the status of all issues on a same day basis (Sundown Rule); works with Operations, IT and 3rd party processors in troubleshooting problems/streamlining operating procedures; establishes relationships with customers including proactive calling and consultative referrals, fraud prevention and mitigation; re-training customers on commercial product usage, serves as primary contact for customer for any and all system problems encountered by customer users for multiple systems * Utilizes skills and support documentation to support and resolve a wide range of system problems encountered by customer users including the ability to instruct users to perform technical tasks; makes determination of problem at hand and uses judgment to initiate the correct actions to report/prioritize/or resolve the issue; remains knowledgeable regarding each individual customer's account products and requirements. * Maintains integrity of quality control systems by identifying operational problems/trends with commercial services and products; ensures back office follow up/resolution of reported problems using Salesforce Case Management * Remains abreast of rapidly changing technology advances within product set by utilizing all available reference materials and CBT courses offered * Assists product management personnel in the testing of new and enhanced products/delivery systems. * Works with Treasury Management Officers (TMOs) and Relationship Managers to support DDA / Treasury Management products and delivery systems; makes joints calls with TMO's as well as individual customer calling efforts to develop and maintain strong customer relationships * Proactively contacts existing customers to relate information regarding system changes, enhancements, outages, regulatory changes or any other information that could cause material customer impact * Participates in the Treasury Management Referral program by identifying cross sale opportunities with existing customers needing additional cash management/DDA products; raises customer awareness of alternative products offered by Treasury Services which would benefit their organization. Education & Experience Requirements The required level of knowledge is normally acquired through a Bachelor's Degree and 3 to 4 years' experience in a bank operations or customer service position or 7 to 8 years' equivalent experience in a bank operations or customer service function. 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.
    $45k-63k yearly Easy Apply 22d ago
  • Team Leader, Corporate Banking

    Bok Financial Corp 4.6company rating

    Scottsdale, AZ job

    Areas of Interest: Commercial Banking Pay Transparency Salary Range: Not Available Application Deadline: 02/27/2026 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 If you're ready to lead a team of Corporate Bankers and grow your career, you've come to the right place. At BOK Financial, we are passionate about serving our clients and communities. As a leading provider of sophisticated financial solutions, we are committed to providing an exceptional customer experience in a positive work environment. We have a community-bank feel with the large-bank ability, allowing us to compete with all financial institutions. Delivering tailored solutions for owner-managed businesses is at the heart of our organization. You can build a successful, long-term career by building your book of business and taking ownership Job Description The Team Leader, Corporate Banking is primarily responsible for managing loan portfolios comprised of small industry groupings or limited geographical regions. The position coordinates the lending activities of their particular team of commercial loan officers. Makes and services a variety of large and often complex loans to customers within defined market. This includes making and servicing a wide variety of business and individual loans, both secured and unsecured, the majority of which involve large amounts of money and/or important customers. The position may also include handling of the individual's own portfolio, in conjunction with leading a team of corporate loan officers. Team Culture Meaningful impact comes from working together. Our team is a small and cohesive unit. Even our executives pitch in to help with clients. Our camaraderie, shared decision making, mutual respect for others, and desire to win are what make us successful. Managers at all levels practice an open door policy to encourage candid communication, feedback, and discussion. Ideas on how to impact the bottom line are listened to, encouraged, and respected. As a team, we are deeply connected with our communities, committed to social outreach, and volunteer and participate in worthy causes. We are passionate about the company's contributions to the markets we serve and the great opportunity we have to give back. How You'll Spend Your Time * You'll serve as a resource to a team of corporate bankers in the areas of marketing, new business development, and loan analysis and servicing. * You'll call on complex accounts to develop new relationships with prospective clients, cross-sell products and services, and retain existing clients. * You'll participate in community and professional activities to enhance our image and expand your network of business contacts for development of new business. * You'll partner with credit on the approval, documentation, and booking processes. Analyzing and evaluating credit requests, writing loan commitments, recommending appropriate risk rating, and issue declinations. * You'll provide input to leadership regarding negotiation of loan proposals, analysis of credit requests, prepare loan commitments, and recommend appropriate credit grades. You'll make oral presentations to loan committee and provide back-up support to team members with loan committee presentations. * You'll oversee annual department objectives, provide input on our operating plan, and help implement department programs to comply with organization requirements. Education & Experience Requirements This level of knowledge is normally acquired through a Bachelor's degree in Business Administration or Finance and 7+ years of commercial lending experience or equivalent work experience. Working Conditions & Physical Requirements Office - Occasional Travel 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.
    $69k-109k yearly est. Easy Apply 37d ago
  • Business Services Representative (Small Business Specialist)

    First Citizens Bank 4.8company rating

    Scottsdale, AZ job

    At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. The Business Services Representative BSR is responsible for providing cash management solutions to commercial and business banking relationships. This role delivers a full range of business deposits and related services to clients. The BSR partners with Business and Commercial Bankers as a subject matter expert in business deposits and related business services and self-sources new business opportunities. Responsibilities The essential functions of the job include, but are not necessarily limited to, the following: * Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions. * Business development, networking and establishing referral sources to generate new business opportunities. * Introducing customers to other branch team members or bank partners who can provide solutions for their financial needs. Qualities of a successful candidate: * Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. Comfortable and confident with proactively engaging in conversation. * Customer Service Skills: Builds trust and confidence with clients. * Adaptability: Has the ability to learn and adapt quickly to new information and technology. * Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships. * Influence: Capable of building rapport with different personalities to drive positive results. Qualifications Bachelor's Degree and 2 years of experience in Sales or financial services sales OR High School Diploma or GED and 6 years of experience in Sales or financial services sales. License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. RequiredSkill(s): Application of a structured sales process, providing financial guidance and expertise, financial literacy, knowledge retail and wealth solutions referred, knowledge of business deposit and cash management solutions, business development, networking and building centers of influence. Preferred Area of Experience: Business development, lending, merchant services, treasury management. 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 **************************************** #LI-NC1
    $35k-41k yearly est. 14d ago
  • Liquidity Commercial Product/Pricing Analyst IV

    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 a company office. Liquidity Commercial Product/Pricing Analyst IV is a senior expert-level position within the Liquidity Pricing team, responsible for leading, supporting, and delivering pricing strategies around Treasury Management products and services. This role requires extensive expertise in Treasury Management products, exceptional analytical and strategic skills, ability to drive and implement key initiatives, lead cross-functional teams, and serve as a subject matter expert for the organization. Responsibilities * Strategic Product/Pricing Portfolio Management Leadership. Develop pricing strategies for treasury management products/services, obtain and leverage competitive intelligence, obtain business/leadership approvals, implement price changes, communicate/educate sales and operations partners, and facilitate external client communications. * Client Pricing Strategy Consultation. Assist various sales members with pricing strategies/consultations. Run annual and ad hoc pricing reviews. Discuss bespoke pricing, understand overall client profitability and present numerous options to assist sales with client discussions/decisions. * Cross-functional Collaboration. Serve as the primary point of contact for sales and operational partners, collaborate to drive business objectives, act as a liaison to ensure effective communication and execution of priorities. * Governance / Oversight Responsibility. Develop standards and procedures related to TM pricing, document adherence to the standards and procedures, and provide evidence to oversight groups such as Risk, Compliance, and Audit. Liaison with Pricing Forum, partner with Insights team to produce required metrics and tracking. Core Competencies: * Knowledge of Treasury Management Products/Services * Leadership * Strategic planning * Analytical skills * Problem Solving * Communication skills - interpersonal Skills: * Advanced liquidity management expertise * Complex data analysis and reconciliation * Advanced financial modeling and risk analysis * Client relationship management * Regulatory compliance * Process improvement and innovation Qualifications Bachelor's Degree and 4 years of experience in banking or finance OR High School Diploma or GED and 8 years of experience in banking or finance. Preferred Qualifications: * MBA * 7+ years in banking or Finance with a focus on pricing The base pay for this position is generally between $105,000.00 and $141,000.00. 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 ****************************************
    $43k-56k yearly est. 26d 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 37d 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 37d 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. 26d ago
  • Mortgage Banker

    Bok Financial Corp 4.6company rating

    Phoenix, AZ job

    Areas of Interest: Mortgage, Loan Origination Pay Transparency Salary Range: Not Available 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 This position typically pays minimum wage plus a draw against commission. Summary You're an experienced mortgage banker with an established client base who isn't afraid to generate new business. You value a company focus on providing your clients with full-service financial offerings and recommending the right BOK Financial products at the right time. To achieve this, you build relationships, both externally in your market and throughout the bank. You're a counselor, connector, and relationship maker. Our Mortgage Bankers change people's lives! Job Description The Mortgage Banker is primarily responsible for representing a full range of mortgage financing; generates mortgage and development loans through solicitation of individual consumers, groups, real estate brokers and builders/developers. Maintains an active call schedule for purposes of educating targeted business sources regarding the features and benefits of BOK Mortgage financing. Team Culture BOK Financial Mortgage is dedicated to being a respected and recognized top Mortgage Lender in our markets, as well as to being the employer of choice for all mortgage professionals. We are committed to our employees, customers, and community partners, and our mission is to deliver the highest quality mortgage experience with integrity, knowledge, and award-winning service. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence. We are a fun group! We participate in group learning and idea sharing, and we practice candid communication through our open-door policy. Problems are brought to the surface, and so are solutions; we're receptive to feedback and constructive criticism. We believe in personal and shared accountability. How You'll Spend Your Time * You will build and nurture relationships internally and externally to set yourself up for long-term sales success. * You'll be actively engaged in your community, making meaningful connections with both individuals and businesses. * You'll generate business and close on time to ensure a seamless lending process. * You'll collect and analyze clients' financial information to ensure loan eligibility and to determine if they are a good investment for the bank. * You will train new real estate agents and brokers in areas of financing, qualifying buyers, and lending guidelines. Education & Experience Requirements This level of knowledge is normally acquired through completion of an Associate's Degree and 2-3 years related mortgage lending experience. Bachelor's degree strongly preferred. * Thorough knowledge of mortgage lending guidelines and regulations (FHA, VA Conventional, FHLMC, FNMA and private investor) * Ability to perform complex mathematical calculations and to learn complex technical information * Ability to operate PC and 10 key by touch * Working knowledge of underwriting criteria * Excellent interpersonal skills, and oral and written communication skills * NMLS required Working Conditions & Physical Requirements Office - 20 lbs 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. Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for us. * Empowered employees * Award-winning culture * Community commitment BOK Financial Corporation Group adheres to state specific pay transparency requirements. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits. About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between. Facts: * Operations focused in an eight-state footprint * 5,000 team members * $49.7 billion in assets * $114.6 billion in assets under management and administration * $8 million donated to local nonprofits in 2024 * 59,000+ volunteer hours by our employees in 2024
    $19k-29k yearly est. Easy Apply 37d ago
  • 2026 Accelerated Career Track - Commercial Banking Associate (Phoenix, AZ)

    Bok Financial Corp 4.6company rating

    Scottsdale, AZ job

    Areas of Interest: Commercial Banking Pay Transparency Salary Range: 75000 Application Deadline: 01/12/2026 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 Not Bonus Eligible Summary Start your career in financial services by gaining broad-based knowledge of our industry and organization. Our rotational development program is designed to benefit both graduate and undergraduate students. Your training will combine classroom sessions, on-the-job training, computer and technical training, and self-study projects. Your training will take place in your specific market location, completing a series of rotations throughout many departments within the line of business. Following successful completion of the program, you will be placed in a role specific to your line of business. Job Description The Accelerated Career Track Associate is primarily responsible for a variety of program goals, projects, training, and assignments. Additionally, Associates will complete a 15-18 month rotational development schedule within the line of business designed to enhance financial, analytical, and technical skills to prepare for a career within the organization. Team Culture We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships. How You'll Spend Your Time * Your time will be spent in classroom training and line of business overviews * Credit Analysis training and case study work * Project work with direct impacts and value add to the line of business * Building relationships with managers, leaders, and peers * Rotational training experiences working day to day in the line of business * Professional development through 1 on 1 coaching with ACT Mgmt Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's degree with an overall GPA of 3.2 including 9 hours of accounting (Accounting requirement specific to Commercial and Wealth Associate roles). Preferences: * Excellent leadership skills * Relevant work experience * Bachelor's Degree in Finance or Accounting (Commercial and Wealth positions) * 12 hours of Finance courses (Commercial and Wealth positions) * Course work in MIS, CS, or Security completed (IT, IS positions) Working Conditions & Physical Requirements Office - 20 lbs 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-113k yearly est. Easy Apply 37d ago
  • Credit Analyst-Small Business Administration

    First Citizens Bank 4.8company rating

    Phoenix, AZ job

    This is a remote role that may only be hired in the following location(s): Arizona This position supports Bank products and services in the execution of daily sales activities at an advanced level of service ability. Reviews financial information or participates in client support activities in order to identify sales opportunities for the wider business unit. Facilitates the sales process by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling support issues. Supports account servicing issues that require further resolution or investigation. May provide guidance to less experienced specialists in the work group. Responsibilities * Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business. * Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms. * Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information. * Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings. Qualifications Required: Bachelor's Degree and 0 years of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations. Preferred Qualifications: * Knowledge of SBA SOPs, program eligibility, credit criteria, and loan structure requirements. * Knowledge of financial accounting theory and logic * Proficient with all Microsoft Office programs - Excel, Word, OneNote, and Outlook * Proficient with software programs (BOSS, RIMS, Cognos), applications, and applicable banking systems. * Loan documentation experience - understanding required documentation depending on program type, loan structure, etc. * Direct Customer/Client interaction. * Resides in either PST or MST * Small Business Administration experience * Financial Analysis experience * Commercial underwriting * Commercial cashflow experience If hired in NY, the base pay for this position is generally between $27.00 and $31.63 per hour. 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. First Citizens benefits programs are designed to meet our Associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be bound here: ***************************************
    $27-31.6 hourly 17d 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. 26d ago

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