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Polish & Slavic Federal Credit Union jobs - 21 jobs

  • Treasury Management Regional Sales Leader

    First Commonwealth Bank 3.9company rating

    Powell, OH job

    As a member of the Corporate Banking management team, the Treasury Management Regional Sales Leader leads the Treasury Management Sales Officers across their assigned region. They will manage team's sales activities, revenue generation, and relationship building while exceeding client service expectations. Successfully sells commercial depository services and Treasury Management (TM) products in order to meet or exceed company-defined deposit growth, revenue and penetration goals. Develops trust and confidence through product knowledge and by demonstrating the benefits of Treasury Management solutions and how they simplify banking. Manages and grows a portfolio of mid-to-large-sized customer relationships and recommends solutions to optimize their TM operation. Monitors market conditions/trends and makes product and pricing recommendations to remain competitive. Strengthens relationships with key accounts and Centers of Influence in order to expand upon existing relationships and develop new business opportunities. Essential Job Responsibilities_________________________________________ 1. Works closely with Treasury Management Group Manager to establish goals to deliver on the financial plan and strategic objectives of established by Executive and Regional Leadership. 2. Strong collaboration with fellow Regional Treasury Management Leadership, TM Sales Support and Inside Sales Leadership, Cash Management Operations, Regional Presidents and Executive Leadership to execute on the long-term strategic direction of the Treasury Management program. 3. Develops and drives strategies related to sales growth, client retention, product enhancements training and development for their region. 4. Acts as primary Treasury Management representative to assigned accounts. 5. Consults with and supports business clients and team in order to provide the right treasury management solutions for their unique needs through: a. In depth discussion to uncover pain points b. Analysis of cash flow needs c. Performing relationship reviews d. Cross-selling additional products 6. Cultivates new business from existing and potential clients and cross-sells in order to meet client needs and deepen relationships. 7. Uses strong relationship-building skills to develop trust and confidence using product knowledge and by demonstrating the benefits of accelerating the collection of receivables, managing disbursements, combatting check fraud, utilizing excess cash, accessing information and simplifying banking. 8. Manages a typical portfolio of treasury management clients with annual fee income of $1.0 million or greater. 9. Generates year-over-year growth in treasury management fee income and deposit balances and meets annual goals for their region as established.. 10. Oversees, develops and supports a team of Treasury Management Officers that successfully consult with and support business clients in order to provide the right treasury management solutions for their unique needs. 11. Coaches team to produce desired results in new business development, client retention, depository growth and revenue generation. Guides team in the areas of: a. Developing sales and prospecting plans b. Identifying opportunities with targeted prospect base c. Analyzing client cash flow needs d. Developing and delivering proposals and relationship reviews 12. Develops client trust and confidence through product knowledge and demonstrating the benefits of accelerating the collection of receivables, managing disbursements, combating check fraud, utilizing excess cash, accessing information and simplifying banking. 13. Negotiates with clients to obtain optimal terms and conditions. Seeks additional approvals / exceptions as needed. 14. Develops new treasury management opportunities through strong collaborative partnerships across the organization (i.e., Corporate Banking, Financial Solutions, Wealth Management and First Commonwealth Insurance Agency). 15. Continuously strives to expand knowledge and enhance sales and relationship management skills. 16. Monitors team performance versus objectives on a regular basis; discusses the performance with manager on a frequent basis. 17. Maintains a thorough knowledge of the features and benefits of all treasury management products and services. 18. Assists team and clients in obtaining specialized services from other bank departments as necessary; provides help to clients with specific inquiries or service issues. Bona Fide Occupational Qualifications________________________________ 1. A Bachelor's degree in Business or Finance related field, and/or equivalent experience. 2. A minimum of five (5) years of Commercial Banking Treasury Management sales with proven leadership experience required. 3. Strong leadership and communication skills with the ability to influence others, as well as strong computer and analytical skills are necessary. 4. Certified Treasury Professional Certification preferred. 5. Must have a valid driver's license and be able to travel locally/regionally.
    $86k-136k yearly est. 15h ago
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  • CB Portfolio Manager I

    First Commonwealth Bank 3.9company rating

    Powell, OH job

    Works closely with assigned Relationship Managers to manage a portfolio of Corporate Banking clients. Oversees, along with Relationship Manager(s), receipt and ongoing review of client financial statements and reporting packages. Ensures credit quality standards are executed. Communicates with relationship team and credit department regarding details of portfolio performance and credit metrics. Participates in sales calls and is active in various community events, civic and charitable organizations. Essential Job Responsibilities__________________________________ 1. Conducts financial statement, covenant and collateral analysis of Corporate Banking clients. Assists in discussions and due diligence on existing and prospective clients. Oversees portfolio analysis and assist in deal structuring and legal document review and negotiation. 2. In collaboration with Relationship Manager(s), manages a portfolio of companies. Portfolio size may vary based on length of service and management decisions. 3. Assists with the cultivation of new business opportunities from existing and potntial corporate clients and assists Relationship Manager(s) help meet client needs and deepen relationships. Support cross-sell opportunities as identified through client interaction. 4. Provides portfolio information on a timely basis to be included as part of credit analysis and performance reports. Develop a continuous improvement mindset with respect to credit performance reports, cross sell effectiveness, and opportunities to improve processes. 5. Monitors client financial performance versus plan objectives and financial covenant compliance on a regular basis; discusses the performance with the relationship team. Reports credit deterioration promptly and works with Special Assets to mitigate potential losses. 6. Actively monitors and manages maturing notes, expiring commitments and delinquencies within assigned portfolio. 7. Performs maintenance calls with Relationship Manager as needed, and assists in credit collection work as necessary for assigned accounts. 8. Services the immediate needs of the clients by performing the following with Relationship Manager(s): a. Analyzes, with credit analysis staff, the creditworthiness of their clients and prospects. b. Seeks additional approvals or policy exceptions as necessary. c. Oversees proper execution and review of loan documentation in accordance with bank policy. d. Understands the credit strengths and weaknesses of clients e. Monitors borrower's performance and communicates to management and the credit department. f. Works with Treasury Management to establish necessary accounts and ancillary services for deposits. g. Other ongoing client and portfolio tasks as needed to assist the team 9. Works with the Credit Department to ensure that the approval packages are thorough and correct including review of the financial statement requirements, covenant structure, and terms and conditions 10. Prepares loan modification requests, Criticized Asset Committee Memos, Semi-Annual Line Sheets and any other necessary reports, as needed and in conjunction with the Relationship Manager. May occasionally need to present as back up to Relationship Manager. 11. Values collateral when necessary, reviews appraisals and assesses collateral coverage. 12. Ability to assess and discuss risk ratings with the Credit Department. 13. Follows assigned accounts, in conjunction with relationship team, to ensure financial statements are received timely and evaluated regularly to assess borrower risk. 14. Helps coordinate the daily workflow in and out of the area to ensure that current loans are in complete conformity with the terms. 15. Assists in providing direct service to commercial clients of the bank with respect to deposit, loan, and other products and services. Develops expertise in all applicable processes and systems to ensure they are all leveraged. Strives to improve cycle times and client experience. 16. Assists with deal screens and preliminary review of large existing and prospective clients as needed. 17. Prepares and maintains accurate records of all client service calls made and meetings held with present and prospective clients. 18. Maintains a thorough knowledge of the features and benefits of all corporate banking products and services. 19. Maintains a working knowledge of bank operating policies and procedures. Bona Fide Occupational Qualifications___________________________ 1. A Bachelor's degree in Business or Finance related field, and/or equivalent experience required. 2. A minimum of three (3) years of strong credit analysis experience and/or demonstrated portfolio management skills required. 3. Exceptional communication skills with ability to influence others, as well as strong computer and analytical skills are necessary. 4. A valid driver's license and travel, including some overnight stays, are required. 5. May be eligible for Telecommuting.
    $95k-143k yearly est. 4d ago
  • Contact Center Consultant

    Call Federal Credit Union 3.7company rating

    Remote or Richmond, VA job

    Job Description Provide member support via telephone and electronic methods. Perform inquiry and transaction requests; actively resolve member concerns regarding debit cards, home banking/bill payments. Process loan requests and submit for approval. Achieve goals in a sales-focused environment. Essential Functions and Responsibilities: Receive incoming telephone calls promptly and in a friendly and pleasant manner. Provide members information and process transaction requests, stop payments and check orders. Assist members with debit card issues and online banking/bill payment issues. Maintain extensive knowledge of all credit union products and services in order to assist members quickly and efficiently. Research and resolve complex member issues independently. Sustain general knowledge of loan products and services. Enter loan requests through the lending operating software and determine additional probing questions to ensure all information and documents are received for submission to loan officers. Mail/Fax and Email information/forms to members. Ensure prompt follow-up to members. Service members through Relationship Manager Sell appropriate products and services to all members Advocate and demonstrate company brand Other duties as assigned Qualifications: High school diploma or equivalent Year of similar or related experience in a contact center environment Excellent interpersonal skills and telephone manner are essential Takes initiative to proactively add value to the member and credit union Positive and optimistic Trustworthy and honest Must have reliable and stable internet connection; speed: 25 mbps or greater for remote location option Acceptable background check; credit, criminal and insurance Environmental Factors and Physical Requirements: This position requires the employee to work indoors in a typical office environment. This position requires prolonged periods of sitting at a desk, working on a computer and talking on the phone. While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations, and the ability to stand, walk stoop, kneel, crouch and manipulate (lift, carry, move) light to medium weights of 1-15 pounds. Requires good hand-eye coordination, arm hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read application information. The employee frequently is required to sit, reach with arms, talk and hear. Location 4605 Commerce Rd, Richmond, VA 23234. Remote/Work from home if you meet the minimum high speed internet requirements, otherwise you will be required to work on site at one of our locations. Hours 40 hour workweek between the hours of 8:00am and 6:00pm, Monday - Friday. Benefits: Medical Insurance Dental Insurance Vision Insurance Voluntary Life Pet Insurance HSA/FSA/DCA Parental Leave Accident Insurance Critical Illness Insurance 401K with generous employer contribution Company Paid Benefits Include: Group Life Insurance Short-term Disability Long-term Disability HSA Employer Contribution and Matching Employer Paid HRA 10 Paid Holidays Birthday Off with Pay Paid Community Service Time PTO All communication will be done via email. Flexible work from home options available.
    $40k-46k yearly est. 29d ago
  • Sr. USDA Product Specialist (Remote)

    Byline Bank 4.0company rating

    Remote or Schaumburg, IL job

    Headquartered in Chicago, Byline Bank, a subsidiary of Byline Bancorp, Inc. (NYSE:BY), is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.7 billion in assets and operates 45 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing solutions, and is one of the top U.S. Small Business Administration (SBA) lenders according to the national SBA rankings by volume FY2024. Byline Bank is a member of FDIC and an Equal Housing Lender. At Byline Bank, we take pride in being an award-winning workplace. Some of our recent recognitions include: * U.S. News & World Report named Byline Bank as one of the Best Companies to Work for in the Midwest, Finance & Overall in 2024-2025, 2025-2026. * Chicago Sun Times Chicago's Best Workplaces 2024 * Best Workplaces in Illinois in 2024 by Best Companies Group and Illinois SHRM (Society for Human Resource Management) * Forbes America's Best Small Employers 2023 By joining our team, you will become part of an organization that values growth, collaboration, and innovation. We strive to create an environment where employees feel supported and are empowered to excel in their roles. If you're looking for a career with a company that puts people first and makes a difference in the communities we serve, Byline Bank is the place for you. Objective of Position: The Sr. USDA Loan Analyst supports Small Business Capital (SBC) in originating USDA loans to grow Byline's business and build new client relationships. This role guides customers through pre-qualification, underwriting, and closing, while collaborating with SBC Business Development Officers, Credit Analysts, Closers, and USDA representatives nationwide. The Sr. USDA Loan Analyst has a strong understanding of USDA regulations and complex loan structures and serves as the primary liaison with USDA offices across the country. Duties and Responsibilities: * Supports the development of new USDA/SBA business through pre-qualification and client engagement efforts. * Identifies and conducts appropriate prospecting activities among business development leads. * Identifies and qualifies leads from Business Development Officers for USDA program suitability. * Contributes to loan profitability through appropriate pricing, fee income, and cross-selling of products and services. * Prepares detailed credit memos including project data, loan terms, and financial analysis for committee review. * Coordinates with underwriting, legal, and closing teams to satisfactorily meet customer expectations. * Serves as the primary contact with USDA state and national offices during the underwriting and closing process. * Ensures all USDA conditions are met prior to issuance of the Loan Note Guarantee. * Stays current on USDA guaranteed loan guidelines and common practices and ensures internal compliance. * Review third party reports as needed. * Travel maybe required up to 25%. * All other duties as assigned. Qualifications: * Bachelor's degree in Business Administration, Finance, Accounting, or related degree. * 5+ years of commercial banking loan and deposit business development or relationship management experience. * 3+ years of working on USDA B&I loans in some capacity. * Knowledge of USDA OneRD requirements and processes. * Strong knowledge of government guaranteed lending policies and procedures. * Knowledge of commercial banking practices, including financial statement and credit analysis. * Formal credit training preferred. * Be a strategic thinker with the ability to develop, communicate and implement plans that support the overall goals of the Bank. * Ability to work collaboratively with a variety of stakeholders at all levels. * Be self-motivated and an effective time and project manager with a strong attention to detail. * Ability to identify, understand and define problems, evaluate alternatives, set priorities, manage projects and implement high quality solutions. * Proficient in MS Word, Excel, and PowerPoint; experience working with nCino banking system and/or Salesforce a plus. * Possess strong communication skills both verbally and in writing. Physical Demands/Work Environment: Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices. At Byline Bank, we value work-life flexibility and support a hybrid work environment for this position. This role allows for a combination of remote and in-office work, with occasional visits to the office based on business needs. Specific in-office days may vary and will be discussed during the interview process. Compensation & Benefits: Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels. The salary range for this position is between $95,000 to $130,000 In addition, Byline provides benefits including medical coverage, dental, vision, disability, 401k, paid time off and much more! Depending on the specific role, compensation may also include discretionary bonuses and other benefit programs. The actual compensation package may vary based on factors such as skill set, experience level, and candidate's location. Additional Information: Byline Bank is an Equal Opportunity Employment / Affirmative Action employer dedicated to providing an inclusive workplace where the unique differences of our employees are welcomed, respected, and valued. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics. Byline Bank is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please contact us directly at ************, Option #2. If applying within the US, this role is not eligible for visa sponsorship now or in the future. Note to Recruitment Agencies and Third-Party Recruiters: Byline Bank kindly requests that third-party recruiters, staffing agencies, and recruitment firms refrain from submitting resumes or candidate profiles without a prior agreement in place. Any unsolicited submissions will be considered property of Byline Bank, and no fees will be paid for placements resulting from such submissions. We appreciate your understanding and cooperation.
    $95k-130k yearly 49d ago
  • Data Governance Program Manager (Hybrid)

    Byline Bank 4.0company rating

    Remote or Schaumburg, IL job

    Headquartered in Chicago, Byline Bank, a subsidiary of Byline Bancorp, Inc. (NYSE:BY), is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.7 billion in assets and operates 45 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing solutions, and is one of the top U.S. Small Business Administration (SBA) lenders according to the national SBA rankings by volume FY2024. Byline Bank is a member of FDIC and an Equal Housing Lender. At Byline Bank, we take pride in being an award-winning workplace. Some of our recent recognitions include: * U.S. News & World Report named Byline Bank as one of the Best Companies to Work for in the Midwest, Finance & Overall in 2024-2025, 2025-2026. * Chicago Sun Times Chicago's Best Workplaces 2024 * Best Workplaces in Illinois in 2024 by Best Companies Group and Illinois SHRM (Society for Human Resource Management) * Forbes America's Best Small Employers 2023 By joining our team, you will become part of an organization that values growth, collaboration, and innovation. We strive to create an environment where employees feel supported and are empowered to excel in their roles. If you're looking for a career with a company that puts people first and makes a difference in the communities we serve, Byline Bank is the place for you. Objective of Position: The Data Governance Program Manager leads the planning, development, and execution of a comprehensive, multi-year Data Governance Program. This role oversees the enterprise data governance framework, elevating data maturity, integrity, and value realization. The Program Manager ensures data is managed as a strategic asset, enabling regulatory compliance, operational efficiency, and data-driven decision-making. The role coordinates cross-functional teams across IT, Risk & Compliance, Information Security, Finance, and business domains to deliver an integrated ecosystem of people, processes, and technology for trusted and governed data. This is a hybrid remote and office role, office work is in Schaumburg, IL. Duties and Responsibilities: Program Management & Leadership * Lead and manage the bank's data governance program, including developing, maintaining and enforcing the framework, policies, standards & best practices, and procedures. * Develop and maintain program charters, integrated roadmaps, and dependency maps. * Manage budgets, timelines, milestones, and performance metrics. * Report program progress, outcomes, and escalations to leadership and executive sponsors. * Define and track KPIs for data governance effectiveness. Stakeholder Engagement * Collaborate with business units, IT, compliance, and risk teams to align data governance initiatives with strategic goals. * Implement the Data Governance Operating Model, including staffing enterprise DG teams (policy, enablement, operations, stewardship). * Establish and support the Data Governance Council and Working Groups, ensuring effective coordination of deliverables, communications, and key performance indicators (KPIs). * Oversee deployment of data governance tools (e.g., Microsoft Purview, Collibra, Informatica) for cataloging, glossary, lineage, and quality. * Establish data quality monitoring and remediation workflows, focusing on data supporting critical KPIs and metrics. * Partner with data owners and stewards to operationalize stewardship and accountability. * Define and track KPIs measuring DG control adoption (e.g., EDM Council CDMC controls). Data Stewardship & Analytics * Establish and support data stewardship roles across departments to ensure accountability for data quality and integrity. * Lead efforts to identify, escalate, and resolve data quality and governance issues. * Develop and oversee robust processes for metadata management, data lineage tracking, data cataloging, and data cleansing, ensuring all activities are thoroughly documented and support data accuracy, consistency, and transparency across the organization. * Partner with business owners to define metric ownership and lineage traceability to source systems. * Identify and decommission duplicate or conflicting metrics and assets. * Lead inventory and rationalization of enterprise metrics, reports, and dashboards. * Maintain a governed Enterprise Metrics Glossary with version control and change processes. * Coordinate with Business Intelligence teams to ensure analytics outputs align with certified, governed data sources. Master Data Management (MDM) * Manage delivery of the Customer MDM solution, from tool selection through implementation and go-live. * Define and oversee data mastering, match/merge, golden record creation, and stewardship workflows. * Ensure MDM outputs directly support enterprise KPIs and analytical use cases. * Establish MDM operations, including governance integration, change control, and stewardship practices. Risk Management, Policy and Compliance: * Ensure adherence to internal policies and external regulations (e.g., BCBS 239, GDPR, CCPA, FFIEC). * Establish best practices and provide oversight for the implementation and monitoring of data classification, data loss prevention, and the management of the data lifecycle, including archiving, retention, purging, and backups, across the organization. * Ensure that all data platforms and source systems consistently comply with privacy, security, and data quality standards, maintaining robust safeguards and adherence to regulatory requirements throughout the organization. * Conduct regular data profiling across all banking applications to assess data quality and integrity, ensuring clear identification of data owners and assignment of roles and responsibilities for each data asset. * Align governance processes with metadata-driven lineage, access controls, and policy enforcement to maintain robust data stewardship and compliance. Note: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Qualifications: * Bachelor's degree in information systems, Business, or related field. * 10+ years of experience in running data governance programs or related roles in banking or financial services. * Strong understanding of IT and data governance frameworks, principles and standards like DAMA-DMBOK, EDM Council CDMC, COBIT, etc. * Familiarity with regulatory requirements impacting data (e.g., Basel III, GDPR, CCAR). * Experience with data governance tools (e.g., Purview, Collibra, Informatica, Alation). * Excellent communication, leadership, and stakeholder management skills. * Proficient in documentation using tools like Visio for diagrams and process flows. * Strong analytical, problem-solving, project management and financial skills. * Related certifications (e.g., Certified Data Management Professional, CDMP) are a plus. Physical Demands/Work Environment: Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices. At Byline Bank, we value work-life flexibility and support a hybrid work environment for this position. This role allows for a combination of remote and in-office work, with occasional visits to the office based on business needs. Specific in-office days may vary and will be discussed during the interview process. Compensation & Benefits: Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels. The salary range for this position is between $130,000 to $162,000. In addition, Byline provides benefits including medical coverage, dental, vision, disability, 401k, paid time off and much more! Depending on the specific role, compensation may also include discretionary bonuses and other benefit programs. The actual compensation package may vary based on factors such as skill set, experience level, and candidate's location. Additional Information: Byline Bank is an Equal Opportunity Employment / Affirmative Action employer dedicated to providing an inclusive workplace where the unique differences of our employees are welcomed, respected, and valued. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics. Byline Bank is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please contact us directly at ************, Option #2. If applying within the US, this role is not eligible for visa sponsorship now or in the future. Note to Recruitment Agencies and Third-Party Recruiters: Byline Bank kindly requests that third-party recruiters, staffing agencies, and recruitment firms refrain from submitting resumes or candidate profiles without a prior agreement in place. Any unsolicited submissions will be considered property of Byline Bank, and no fees will be paid for placements resulting from such submissions. We appreciate your understanding and cooperation.
    $130k-162k yearly 21d ago
  • Teller-PT

    First Commonwealth Bank 3.9company rating

    Westerville, OH job

    As a Teller-PT at First Commonwealth, you will live out our Mission to improve the financial lives of our neighbors and their businesses. You will understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service Promise every day. Through your involvement in day-to-day operations you will learn to create an amazing experience in the Center for employees and customers. You take personal pride in solving problems for your personal and business customers and you will own issues from beginning to end and help keep the Financial Solutions Center running smoothly and efficiently. You get excited about building relationships and identifying opportunities to equip our customers with financial solutions that will help them achieve Financial Confidence. You are intellectually curious, enjoy engaging customers in conversations to assess their needs, have strong listening skills and are not afraid to ask for your customers' business. You will work with your Manager on your Pathways progression and personal development, because you know that, as a Teller-PT, you can change people's lives. As a Teller-PT you are eligible for quarterly sales & service incentives. What Great Looks Like in this Role_________________________________ As a Teller-PT, your days will be divided into 5 essential job functions: 1. Champion Operations and Compliance - 80% of your time will be spent protecting the privacy and security of our customers. You will do this through the following activities: a. Protect the privacy and the security of our customers b. Process daily transactions and be alert to fraud c. Follow proper cash handling, teller differences and dual control guidelines d. Always maintain proper cash limits including drawer, vault and total FSC limits e. Mitigate risk by adhering to FCB policies, procedures and processes f. Ask questions and seek guidance 2. Grow Consumer Relationships - 5% of your time will be spent establishing and growing consumer relationships through the following activities: a. Engage in productive conversations on inbound calls and at the drive thru b. Utilize marketing campaigns to inform customers about our products and promotions c. Ask for referrals and advocate for the Refer-A-Friend program d. Partner with your team to uncover additional needs based sales opportunities 3. Deepen Consumer Relationships - 5% of your time will be spent growing relationships with your existing customer base. You will do this through the following activities: a. Conduct service related outbound calls and achieve assigned call goal b. Identify partner referrals by asking purposeful questions c. Obtain unsecured lending certification to uncover non-real estate secured lending opportunities 4. Personal Development - 10% of your time will be spent ensuring that you are engaging in the right activities to drive growth, both in balance sheets and in yourself. This will happen by engaging in the following activities: a. Take ownership of your own development b. Progress toward completion of Pathways c. Learn BUILD and BUILD 2.0, our sales conversation framework d. Become a subject matter expert on our digital products e. Stay informed with Need2Know and First2Know f. Complete all required trainings in a timely manner 5. Customer Experience - every day, every customer, every interaction you will always have the following at the top of your mind: a. Live our Mission and Core Values b. Be a Champion of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with Yes c. Increase the sales effectiveness and efficiency of your team by championing BUILD and conducting consistent outbound calling d. Promptly follow-through and ensure you are the single contact for problem resolution e. Follow the "One to say YES, two to say NO" rule f. Maintain the highest standard of conduct and account integrity for yourself and your team Bona Fide Occupational Qualifications___________________________ 1. A high school diploma or equivalent. 2. Two (2) or more years of relevant experience in a client-centric sales environment with a proven track record of exceeding assigned goals, delivering a high level of client service and adhering to operational expectations. 3. Excellent communications skills, passionate about helping others, motivated to learn, solutions-based sales skills, professionalism, resourcefulness, exceptional relationship-building skills, ability to excel in a complex and dynamic environment. 4. Technologically savvy (i.e., Microsoft Office, Internet, mobile technology, bank systems). 5. A valid driver's license and ability/willingness to travel regionally.
    $30k-34k yearly est. 17d ago
  • Client Advisor - Wealth Management

    First Commonwealth Bank 3.9company rating

    Powell, OH job

    Client Advisors are assigned to managing, retaining and expanding a book of business of large, relationships. The role is responsible for ensuring compliance with all regulatory rules and internal procedures. Each client managed should have a detailed financial plan that outlines their goals and objectives that is updated and maintained on an annual basis. The role is responsible for expanding existing relationships by obtaining new assets to the existing relationships and obtaining outside referrals. The Client Advisor position is also responsible for obtaining new relationships to the Investment Management and Trust group. Business development occurs through properly managing the book of business as well as referrals from bank partners and centers of influence. Requires a comprehensive knowledge of financial planning and personal fiduciary trust principles including litigation; skill in maintaining effective relationships, communicating technical ideas and concerns, and the ability to work closely with team members to deliver a full array of integrated solutions and meet client expectations. Essential Job Responsibilities____________________________________ 1. Manages, retains and expands a book of client relationships. Develops strong personal relationships with the book of business via client service, account administration, interaction and entertainment. 2. Administers accounts ensuring efficient and accurate processing of account activity. Responsible for the oversight and compliance of book of business accounts. 3. Develops and maintains effective communication with clients, prospects and support areas - including in-person meetings, telephone and written communication. 4. Expand existing book of business to increase AUM and banking services. 5. Develop new business relationships via referrals from existing book of business, internal business partner referrals and centers of influence. 6. Maintain a new business and expansion pipeline. 7. Assists with onboarding new accounts to include accurate account set up and asset transfers. 8. Assists with all activities related to the administration and asset management of assigned accounts, ensuring accounts comply with legal documents. 9. Works with bank wealth partners to effectively communicate planning and investment strategies. Bona Fide Occupational Qualifications___________________________ 1. Bachelor's Degree in Business, Accounting, or related field preferred. Must be knowledgeable in Account Administration. CFP, CTFA, CPA preferred. 2. A minimum of five (5) years related experience preferred. 3. Financial Planning software and capabilities. 4. Strong personal and sales skills required. 5. A valid driver's license and regional travel required.
    $38k-52k yearly est. 21d ago
  • Relationship Banker

    First Commonwealth Bank 3.9company rating

    Powell, OH job

    As a First Commonwealth Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service Promise every day. Through your involvement in day-to-day operations you will create an amazing experience in the Center for employees and customers. You take personal pride in solving problems for your personal and business customers and you will own issues from beginning to end and keep the Financial Solutions Center running smoothly and efficiently. You get excited about building relationships and identifying opportunities to equip our customers with financial solutions that will help them achieve Financial Confidence. You are intellectually curious, enjoy engaging customers in conversations to assess their needs, have strong listening skills and are not afraid to ask for your customers' business. You will work with your Manager on your Pathways progression and personal development, because you know that, as a Relationship Banker, you can change people's lives. What Great Looks Like in this Role_________________________________ As a Relationship Banker, your days will be divided into 5 essential job functions: 1. Champion Operations and Compliance - 40% of your time will be spent protecting the privacy and security of our customers. You will do this through the following activities: a. Have the right conversations around NSF/OD and other fee retention b. Follow proper cash handling, teller differences and dual control guidelines c. Adhere to all audit guidelines d. Work as a team to oversee and manage our internal controls e. Mitigate Risk by adhering to FCB policies, procedures and processes. 2. Grow Consumer Relationships - 25% of your time will be spent establishing and growing consumer relationships through the following activities: a. Manage your assigned Top 500 customers b. Utilize marketing campaigns to inform customers about our products and promotions c. Ask for referrals and advocate for the Refer-A-Friend program d. Use BUILD and BUILD 2.0 with every account opening 3. Deepen Consumer Relationships - 25% of your time will be spent growing relationships with your existing customer base. You will do this through the following activities: a. Stay connected with customers through onboarding and outbound calling b. Generate consistent and meaningful appointments weekly including prospects c. Identify partner referrals by asking purposeful questions d. Uncover consumer lending opportunities, with an emphasis on real estate secured 4. Personal Development - 10% of your time will be spent ensuring that you are engaging in the right activities to drive growth, both in balance sheets and in yourself. This will happen by engaging in the following activities: Take ownership of your own development and progress toward completion of Pathways a. Practice and perfect your BUILD and BUILD 2.0 skills b. Increase your product knowledge c. Stay a subject matter expert on our digital products d. Stay informed with Need2Know and First2Know e. Conduct and participate in peer to peer coaching and role play f. Complete all required trainings in a timely manner 5. Customer Experience - every day, every customer, every interaction you will always have the following at the top of your mind: a. Live our Mission and Core Values b. Be a Champion of our Customer Service Promise to Put Customers First, Be Relentless, Inspire Confidence, Champion Simplicity and Obsess with Yes c. Increase the sales effectiveness and efficiency of your team by championing BUILD and conducting consistent outbound calling d. Promptly follow-through and ensure you are the single contact for problem resolution e. Follow the "One to say YES, two to say NO" rule f. Maintain the highest standard of conduct and account integrity for you and your team. Bona Fide Occupational Qualifications___________________________ 1. A high school diploma or equivalent. 2. Three (3) or more years of relevant experience in a client-centric sales environment with a proven track record of exceeding assigned goals, delivering a high level of client service and adhering to operational expectations. 3. Excellent communications skills, passionate about helping others, motivated to learn, solutions-based sales skills, professionalism, resourcefulness, exceptional relationship-building skills, ability to excel in a complex and dynamic environment. 4. Technologically savvy (i.e., Microsoft Office, Internet, mobile technology, bank systems). 5. Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS). The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. 6. A valid driver's license and ability/willingness to travel regionally.
    $24k-28k yearly est. 11d ago
  • Business Development Officer (Hybrid)

    Byline Bank 4.0company rating

    Remote or Schaumburg, IL job

    Headquartered in Chicago, Byline Bank, a subsidiary of Byline Bancorp, Inc. (NYSE:BY), is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.7 billion in assets and operates 45 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing solutions, and is one of the top U.S. Small Business Administration (SBA) lenders according to the national SBA rankings by volume FY2024. Byline Bank is a member of FDIC and an Equal Housing Lender. At Byline Bank, we take pride in being an award-winning workplace. Some of our recent recognitions include: * U.S. News & World Report named Byline Bank as one of the Best Companies to Work for in the Midwest, Finance & Overall in 2024-2025, 2025-2026. * Chicago Sun Times Chicago's Best Workplaces 2024 * Best Workplaces in Illinois in 2024 by Best Companies Group and Illinois SHRM (Society for Human Resource Management) * Forbes America's Best Small Employers 2023 By joining our team, you will become part of an organization that values growth, collaboration, and innovation. We strive to create an environment where employees feel supported and are empowered to excel in their roles. If you're looking for a career with a company that puts people first and makes a difference in the communities we serve, Byline Bank is the place for you. What you need to bring… An interest in SBA Lending and Commercial Banking and working with people, building relationships and providing the best customer experience possible is essential to this role. Business Development Officer Core Responsibilities: * Work independently to develop and solicit new business from present and prospective clients to increase revenue base and overall profitability. * Work with credit analysts to analyze the credit history of applicants and determines their loan repayment capabilities. * Negotiate credit terms, such as costs, loan repayment methods and collateral specifications. * Negotiate interest rate structure to be consistent with bank policies and procedures, and to be competitive with current market rates. * Support the bank's relationship banking culture through on-going customer contact, quality customer service, and product knowledge. * Build relationships with other businesses and prospective customers through, professional and national contacts and current customer referrals. Requirements: * A Bachelor's degree preferred, but not required. * A minimum of five (5) years of commercial lending experience in banking or financial services. * Knowledge of commercial lending experience. * Extensive working knowledge of SBA government guaranteed lending policies and procedures. * Strong relationship management and business development sales skills including ability to communicate effectively. * Knowledge of commercial banking practices, including financial statements and credit analysis. * Ability to structure loans to meet the needs of bank & borrower. * Formal credit training is preferred. Physical Demands/Work Environment: Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices. At Byline Bank, we value work-life flexibility and support a hybrid work environment for this position. This role allows for a combination of remote and in-office work, with occasional visits to the office based on business needs. Specific in-office days may vary and will be discussed during the interview process. Compensation & Benefits: Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels. The salary range for this position is between $86,000 to $107,000 In addition, Byline provides benefits including medical coverage, dental, vision, disability, 401k, paid time off and much more! Depending on the specific role, compensation may also include discretionary bonuses and other benefit programs. The actual compensation package may vary based on factors such as skill set, experience level, and candidate's location. Additional Information: Byline Bank is an Equal Opportunity Employment / Affirmative Action employer dedicated to providing an inclusive workplace where the unique differences of our employees are welcomed, respected, and valued. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics. Byline Bank is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please contact us directly at ************, Option #2. If applying within the US, this role is not eligible for visa sponsorship now or in the future. Note to Recruitment Agencies and Third-Party Recruiters: Byline Bank kindly requests that third-party recruiters, staffing agencies, and recruitment firms refrain from submitting resumes or candidate profiles without a prior agreement in place. Any unsolicited submissions will be considered property of Byline Bank, and no fees will be paid for placements resulting from such submissions. We appreciate your understanding and cooperation.
    $86k-107k yearly 49d ago
  • Corp Loan Documentation Specialist I

    First Commonwealth Bank 3.9company rating

    Powell, OH job

    The Corporate Commercial Loan Documentation Specialist plays a critical role in supporting the bank's commercial lending operations by preparing accurate and compliant loan documentation. The primary purpose of the role is to ensure that all commercial loan documents are produced in accordance with internal policies, regulatory requirements, and the terms outlined in loan approvals. Precision and attention to detail are essential, as errors in documentation can expose the bank to legal, financial, and reputational risk. This position requires sound judgment in interpreting loan approval terms, identifying missing or inconsistent information, and determining when further clarification or documentation is necessary. The specialist works closely with commercial lenders, credit officers, legal counsel, and other internal departments to gather required documentation, resolve discrepancies, and ensure that all conditions of approval are met prior to releasing documents for execution. Strong collaboration and communication skills are essential to ensure timely, accurate, and fully compliant loan closings. Essential Job Responsibilities__________________________________ 1. Prepares comprehensive and error free loan documentation using LaserPro or internal templates, ensuring strict adherence to internal policies, banking regulations, and applicable legal requirements. Expectation is less than 1% external critical error rate and less than 5% internal critical error rate of draft documents. 2. Manages the loan documentation process for all assigned LaserPro loans to ensure that all loan documentation is produced in accordance with the loan approval and that draft and final loan documentation are created error free. 3. Efficiently manages a high volume of urgent and complex documentation requests by prioritizing tasks to meet critical deadlines, ensuring accuracy, completeness, and compliance with regulatory standards; coordinates seamlessly with lending teams to facilitate timely and successful loan closings. 4. Manages and monitors a pipeline of complex, high-value commercial loan requests with diverse structures and timelines. Ensures all loan approval conditions are met by accurately preparing, reviewing, and collecting required supporting documentation prior to the release and execution of loan documents. Proactively advances loans through the pipeline and maintain thorough follow-up with lending teams to ensure timely progression and resolution. 5. Effectively communicates with corporate lenders, credit analysts, portfolio specialists, management, and internal departments to ensure smooth loan processing. Coordinates with the lending team to obtain all necessary due diligence documentation required for the preparation of loan documents, promptly addressing any discrepancies or additional requirements. 6. Prepares accurate amortization schedules requested by lending teams. 7. Conducts research assignments, and contributes to special projects as needed, providing detailed, organized, and well-supported documentation in support of departmental goals as assigned. 8. Ensures Service Level Agreements are met with regards to preparing draft documents for review and issuance of final loan documents. Bona Fide Occupational Qualifications___________________________ 1. Associates degree in a related field or equivalent work experience is required. 2. A minimum of one (1) year's experience related to commercial banking, including commercial loan documentation. Experience with LaserPro preferred. 3. Excellent verbal and written communication skills, exceptional relationship-building skills, strong analytical and mathematical skills, and a motivation to learn. 4. Proficiency in MS Word, Excel and Adobe Acrobat is required. 5. May be eligible for Telecommuting.
    $32k-38k yearly est. 11d ago
  • SBA Market Specialist

    First Commonwealth Bank 3.9company rating

    Powell, OH job

    Assists SBA Business Development Officers (BDOs) in managing a loan production portfolio by meeting with clients, and collecting financial information, reporting collection Activity, and assisting with collecting loan request information. Acts as a contact person when the BDO is not immediately available and provides direct client service. Expands or deepens client relationships by participating in sales calls as assigned, identifying client needs and making product recommendations and making proper introductions to business partners. May prepare initial term sheets and proposals, commitment letters, order 3rd party reports, and coordinates closings for new loans and modifications with guidance from the BDO. Works closely with the BDO to ensure the risk management of each client relationship is in compliance with policy and procedure, as well as commercial and regulatory guidelines. Essential Job Responsibilities__________________________________ 1. Assists BDOs in managing existing relationships by performing the following: a. Collects and tracks all required financial information for the Credit Department to prepare an analysis. Reports collection activity to management in a timely manner. b. Responds to credit questions, making contact with the client when necessary. c. Acts as a contact person when the BDO is not immediately available. d. Becomes familiar with structure of loans in order to answer questions from clients, Credit Analysts, or management. e. Provides direct service to SBA Portfolio clients on all of their banking needs with respect to deposit, loan and other miscellaneous products and services, including (but not limited to): i. Answering questions on loans and other accounts, assisting with loan payments and collecting past due loan payments as needed. ii. Coordinates the processing of advances from lines of credits or multi disbursement credits including preparing and initiating wire transfers. iii. Working with branches to set up accounts or other services and introducing clients to branch staff. iv. Researching issues, providing solutions and preparing maintenances. v. Working with Treasury Management to establish lockboxes, if required. 2. Builds client relationships by identifying client needs, recognizing cross-sell opportunities and communicating to BDO and/or making proper introductions to business partners. 3. Assists in preparing initial term sheets and proposals for new loans and modifications to existing loans with guidance from BDO. 4. Assists in preparing commitment and Reg B letters for new loan requests with guidance from BDO 5. At the request of the BDO or SBA Closing Coordinator, may order 3rd party reports in advance of new loan approval as needed, such as appraisals, environmentals, IRS Transcripts, etc. 6. Coordinates loan and modification closings by performing the following: a. Assists in the preparation of the required pre-closing documents needed for the in-house loan documentation to begin (e.g., commitment letter, application, Reg B Letter, Good Standing Searches, etc.) b. Coordinates with the SBA Closing group for ordering 3rd party reports such as Property Reports and flood determination, etc. c. Coordinates with SBA closing group for completing UCC Search to prepare UCC Summary and works with Secured Credit to order an appraisal (if applicable) d. Obtains all invoices, descriptions, Serial numbers, etc. if equipment is being purchased. e. Coordinates loan closings and fundings with all necessary parties, including SBA Closing, BDO, borrower, title companies, counsel, borrower's counsel, and the Wire Room, when applicable. f. Coordinates with the BDO, client, and SBA Closing Group on collecting and completing all Closing Checklist items. g. Coordinates necessary internal documents needed for the closing and funding of new loans, i.e., wire instructions, wire form, upload documents, Disbursement Authorization, etc. h. Communicates with the SBA Closing group to ensure that funding of the loan occurs in a timely fashion and works out any issues that may arise. Checks status of funding and notifies all necessary parties when it has occurred. i. Works with Serviced Loans and Secured Credit to provide necessary information for closing participations, fully-followed transactions, and real estate transactions. j. Checks system to ensure that the loan(s) were uploaded properly. 7. Follows proper policies and procedures to authenticate clients for all requests. Verifies identity and ensures that the appropriate authorized individual has submitted the request and has provided supporting documentation to prevent fraud. 8. Works closely with the BDO to ensure the risk management of each client relationship is in compliance with policy and procedure, as well as commercial and regulatory guidelines. 9. Prepares information as needed for committees, including the Criticized Assets Committee and for semi-annual loan reviews. 10. Prepares and maintains accurate records of all client service calls as made and meetings held with present and prospective clients. 11. Collects items requested by Audit pertaining to assigned portfolio. Follows-up on Audit Findings. 12. Other duties as assigned. Bona Fide Occupational Qualifications___________________________ 1. Minimum of two (2) years related experience required. 2. Associates degree in a related field or equivalent work experience is required. 3. Excellent MS Word and Excel skills, Customer Service and communication skills, ability to work as a team player and to prioritize work effectively are all required. 4. Knowledge of required financial information and a good understanding of loan structure are required. 5. Strong computer skills with the ability to learn internal systems are required.
    $39k-56k yearly est. 5d ago
  • Special Asset Group Sr. Manager (Hybrid)

    Byline Bank 4.0company rating

    Remote or Chicago, IL job

    Headquartered in Chicago, Byline Bank, a subsidiary of Byline Bancorp, Inc. (NYSE:BY), is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.7 billion in assets and operates 45 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing solutions, and is one of the top U.S. Small Business Administration (SBA) lenders according to the national SBA rankings by volume FY2024. Byline Bank is a member of FDIC and an Equal Housing Lender. At Byline Bank, we take pride in being an award-winning workplace. Some of our recent recognitions include: * U.S. News & World Report named Byline Bank as one of the Best Companies to Work for in the Midwest, Finance & Overall in 2024-2025, 2025-2026. * Chicago Sun Times Chicago's Best Workplaces 2024 * Best Workplaces in Illinois in 2024 by Best Companies Group and Illinois SHRM (Society for Human Resource Management) * Forbes America's Best Small Employers 2023 By joining our team, you will become part of an organization that values growth, collaboration, and innovation. We strive to create an environment where employees feel supported and are empowered to excel in their roles. If you're looking for a career with a company that puts people first and makes a difference in the communities we serve, Byline Bank is the place for you. Objective of Position: The Special Asset Group (SAG) Sr. Manager is responsible for the oversight of resolving distressed loans in order to minimize losses to the Bank. Duties and Responsibilities: * Oversees and resolves a portfolio of distressed loans. * Designs and implements customized approaches for each loan relationship to maximize recoveries and minimize losses. * Responds timely, creatively, and effectively to changing and challenging dynamics as situations unfold, including bankruptcies, litigation, and uncovering new information that may reshape original strategies. * Communicates directly, and directs communications with: customers, including delivering difficult messages; Bank employees at all levels and within all departments of the organization; and third parties. * Assesses collectability of indebtedness via collateral (including real estate, business assets, et. al.) and guarantees through site inspection and review of appraisals, evaluations, BPOs, field exams, tax returns, operating statements, personal financial statements, credit reports, and asset searches. * Recommends appropriate outside counsel, at the appropriate time, for workouts and effectively manages outside counsel's efforts on the Bank's behalf. * For real estate loans, ensures appropriate property level due diligence including assessing market, physical and environmental condition as well as liens and building code violations. * Understands the Bank's loan risk rating system; appropriately and timely recommends risk rating upgrades and downgrades as needed. * Collaborates as part of a team with line officers on SAG "consults" and with others in the SAG and Credit Departments. * Presents clear and concise credit approval requests (with credit analyst and junior officer assistance). * Maintains well documented credit files (with credit analyst and administrative support). * All other duties as assigned. Note: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Qualifications: * Bachelor's degree; major in economics, business, or related field. * 10+ years of related financial services industry experience including origination and workout experience with C&I and commercial real estate loans ranging from $100,000 to more than $10 million. * Think strategically with the ability to: identify, understand and define problems; evaluate alternatives; set priorities, and implement high quality solutions that support the overall goals of the Bank. * Possess ability to work collaboratively with a variety of stakeholders at all levels. * Take initiative. * Have strong organizational, project management, time management, and planning skills with the ability to directly manage multiple projects and priorities depending on organizational needs and strategies. * Possess strong communication skills both verbally and in writing. * Demonstrate proficiency in portfolio management and monitoring, negotiating, and litigation management. * Strong negotiation, interpersonal, project management, and legal/collection skills. * Develop junior staff via training/mentoring. Prior managerial experience a plus. PHYSICAL DEMANDS/WORK ENVIRONMENT: Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices. Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels. The salary range for this position is $118,200 to $150,000. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, Byline Bank offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with Byline Bank, you'll find a far-reaching choice of benefits and incentives. Byline Bank is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $118.2k-150k yearly 49d ago
  • Client Service Associate - NR

    Stifel 4.8company rating

    Lancaster, OH job

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). What We're Looking For Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established. Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office. Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.). Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. Provide reports and other information to FA(s), as requested. Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior. Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager. What You'll Bring Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology. Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products. Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving. Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette. Education & Experience Minimum Required: High School Diploma or equivalent Minimum Required: 2 years clerical/related industry Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.
    $73k-96k yearly est. Auto-Apply 33d ago
  • Collector

    Consumers Credit Union 3.5company rating

    Remote or Lake Forest, IL job

    At Consumers Credit Union, we're not just "The People in Your Corner," we're a certified Great Place to Work! We're currently looking for a Collector to join the team. We're looking for a Collector to support members who are experiencing all stages of delinquency or default. In this role, you'll combine empathy, education, and professionalism to guide members toward smart payment solutions and financial success. You'll also help safeguard credit union assets by assessing accounts and determining appropriate next steps, such as initiating repossession, while also supporting members through the redemption process when applicable. Schedule/Location: * Ability to work between the hours of Monday - Friday 8:00 am - 6:00 pm; Saturdays up to twice per month from 9:00 am-1:00 pm. * This is a hybrid position with work from home days along with onsite days based at our Lake Forest corporate office. * Local Northern IL/Southeastern WI candidates only! What you'll do as a Collector: * Assisting members with their financial hardships through inbound and outbound calls or emails. * Analyzing the financial situation of delinquent borrowers, educating them on their payment assistance options, offering payment arrangements, or assigning accounts for further action when appropriate. * Maintaining accurate, and up to date documentation on all collections activity. * Sharing insights, trends, and collaborate with team members and management on daily processes to drive efficiency and support continuous improvement. * Collaborating with other departments and assist with other tasks as CCU or member needs evolve. What we are looking for: * High school diploma or equivalent * 1+ years' experience in Banking, Collections or Related * Verbal and written professional communication skills; Bilingual in Spanish preferred * Computer proficiency and high comfort level working in/toggling between multiple programs simultaneously * Ability and desire to educate members on credit union tools and resources * Positive, helpful, team-oriented focus and adaptable to change Compensation: The salary range for this role is $20.16 to $30.24 per hour. This role is eligible for an annual bonus opportunity. A specific salary offer considers factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the salary range and compensation decisions are dependent on the facts and circumstances of each case. Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20. For more information about benefit offerings, please visit our careers page: **************************************************** About CCU: Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union (CCU) has $4.3 billion in assets and serves more than 272,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. To learn more, visit myconsumers.org Equal Opportunity Employer: CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities. We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process, please contact our Human Resources team at: HR_******************** or ************.
    $20.2-30.2 hourly 21d ago
  • Member Services Specialist

    Lafayette Federal Credit Union 4.4company rating

    Remote or Rockville, MD job

    IS HYBRID. Please note that we are exclusively considering applicants residing in the District of Columbia, Maryland, or Virginia for all open positions. The Member Services Specialist is a hybrid role, meaning it entails a combination of remote work and in-person attendance. Join Lafayette Federal Credit Union, a proud recipient of USA Today's Top Workplaces of 2024 and 2025 award! We are expanding and looking for exceptional talent to support our members and contribute to our reputation as an employer of choice. Be a key player in our mission to become the premier financial partner for our community. Your skills and dedication are essential to our success. Do you have a passion for people and value friendly, welcoming interactions? Do you value helping people find solutions to their needs? Do you see every challenge as an opportunity and keep trying until you get it right? Do you have experience in a financial call center environment? If so, then Lafayette Federal may have the perfect opportunity for you! We are currently seeking a Member Services Specialist to join our dynamic team! About us: Our Difference: What makes Lafayette Federal cutting-edge ? Lafayette Federal Credit Union is not only a great place to bank, but also a great place to work! In addition to our Top Workplaces recognition by USA Today, we have also been recognized nationally by (1) Newsweek's America's Best Bank's list, (2) we've received a 5-star rating from Bauer financial, and (3) we've also received national recognition by S&P Global' s Top Performing Credit Union's! Our Culture: Lafayette Federal is about inclusion, diversity, high performance, and new opportunities. Teamwork and our sense of community also make Lafayette Federal a great place to work. Each person is valued for his or her unique set of skills. We share a common devotion to the people we serve, participating in charity events throughout each year and giving back to the community. Our Opportunities: Professional development, training, and certification is a priority for our employees. We want you to reach your career goals and provide support that leads to opportunities of advancement within the industry. Requirements A day in the life of a Member Services Specialist will include: Answering inbound member calls with kindness and professionalism. Processing transactions for members via telephone including deposits, withdrawals, loan payments, cash advances and transfers. Conducting member outreach calls to identify product opportunities. Proactively take ownership of member needs and resolve to the fullest extent possible Cross-selling and promoting Credit Union products and services. Our ideal candidate will have one to three years of banking and/or call center experience with cash handling, customer service experience, strong verbal communication, and understands the importance of maintaining confidentiality, privacy and professionalism as a front-line representative of our institution. Top benefits or perks: Joining Lafayette Federal comes with perks to support you in your personal and professional journey. We provide employees with a generous benefits package including: Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan) Fully funded deductible (HMO Plan) 401k employer matching contribution Income protection with life insurance, short and long-term disability Paid time off, holiday leave & birthday leave Educational assistance Commuter benefits program and more! Pay: $42,612 - $49,500 annually depending on experience and qualifications. Location: This position will report to our headquarters. We are located in the heart of Rockville, MD where career growth meets urban vitality. Experience the perfect balance of professional opportunity and a lively community, creating a unique environment for success and fulfillment. The job posting highlights the most critical responsibilities and requirements of the job. It is not all-inclusive. There may be additional duties, responsibilities, and qualifications for this job. *Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer *EOE/AA/DISABILITY/VETERAN Salary Description $42,612 - 49,500 Annually
    $42.6k-49.5k yearly 11d ago
  • Sr. USDA Product Specialist (Remote)

    Byline Bank 4.0company rating

    Remote or Schaumburg, IL job

    Headquartered in Chicago, Byline Bank, a subsidiary of Byline Bancorp, Inc. (NYSE:BY), is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.7 billion in assets and operates 45 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing solutions, and is one of the top U.S. Small Business Administration (SBA) lenders according to the national SBA rankings by volume FY2024. Byline Bank is a member of FDIC and an Equal Housing Lender. At Byline Bank, we take pride in being an award-winning workplace. Some of our recent recognitions include: + U.S. News & World Report named Byline Bank as one of the **Best Companies to Work for in the Midwest, Finance & Overall in 2024-2025, 2025-2026.** + Chicago Sun Times Chicago's **Best Workplaces 2024** + **Best Workplaces in Illinois in 2024** by Best Companies Group and Illinois SHRM (Society for Human Resource Management) + Forbes **America's Best Small Employers 2023** By joining our team, you will become part of an organization that values growth, collaboration, and innovation. We strive to create an environment where employees feel supported and are empowered to excel in their roles. If you're looking for a career with a company that puts people first and makes a difference in the communities we serve, Byline Bank is the place for you. **Objective of Position** : The Sr. USDA Loan Analyst supports Small Business Capital (SBC) in originating USDA loans to grow Byline's business and build new client relationships. This role guides customers through pre-qualification, underwriting, and closing, while collaborating with SBC Business Development Officers, Credit Analysts, Closers, and USDA representatives nationwide. The Sr. USDA Loan Analyst has a strong understanding of USDA regulations and complex loan structures and serves as the primary liaison with USDA offices across the country. **Duties and Responsibilities:** + Supports the development of new USDA/SBA business through pre-qualification and client engagement efforts. + Identifies and conducts appropriate prospecting activities among business development leads. + Identifies and qualifies leads from Business Development Officers for USDA program suitability. + Contributes to loan profitability through appropriate pricing, fee income, and cross-selling of products and services. + Prepares detailed credit memos including project data, loan terms, and financial analysis for committee review. + Coordinates with underwriting, legal, and closing teams to satisfactorily meet customer expectations. + Serves as the primary contact with USDA state and national offices during the underwriting and closing process. + Ensures all USDA conditions are met prior to issuance of the Loan Note Guarantee. + Stays current on USDA guaranteed loan guidelines and common practices and ensures internal compliance. + Review third party reports as needed. + Travel maybe required up to 25%. + All other duties as assigned. **Qualifications:** + Bachelor's degree in Business Administration, Finance, Accounting, or related degree. + 5+ years of commercial banking loan and deposit business development or relationship management experience. + 3+ years of working on USDA B&I loans in some capacity. + Knowledge of USDA OneRD requirements and processes. + Strong knowledge of government guaranteed lending policies and procedures. + Knowledge of commercial banking practices, including financial statement and credit analysis. + Formal credit training preferred. + Be a strategic thinker with the ability to develop, communicate and implement plans that support the overall goals of the Bank. + Ability to work collaboratively with a variety of stakeholders at all levels. + Be self-motivated and an effective time and project manager with a strong attention to detail. + Ability to identify, understand and define problems, evaluate alternatives, set priorities, manage projects and implement high quality solutions. + Proficient in MS Word, Excel, and PowerPoint; experience working with nCino banking system and/or Salesforce a plus. + Possess strong communication skills both verbally and in writing. **Physical Demands/Work Environment:** Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices. At Byline Bank, we value work-life flexibility and support a hybrid work environment for this position. This role allows for a combination of remote and in-office work, with occasional visits to the office based on business needs. Specific in-office days may vary and will be discussed during the interview process. **Compensation & Benefits:** Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels. The salary range for this position is between $95,000 to $130,000 In addition, Byline provides benefits including medical coverage, dental, vision, disability, 401k, paid time off and much more! Depending on the specific role, compensation may also include discretionary bonuses and other benefit programs. The actual compensation package may vary based on factors such as skill set, experience level, and candidate's location. **Additional Information:** Byline Bank is an Equal Opportunity Employment / Affirmative Action employer dedicated to providing an inclusive workplace where the unique differences of our employees are welcomed, respected, and valued. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics. Byline Bank is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please contact us directly at ************, Option #2. If applying within the US, this role is not eligible for visa sponsorship now or in the future. **Note to Recruitment Agencies and Third-Party Recruiters:** Byline Bank kindly requests that third-party recruiters, staffing agencies, and recruitment firms refrain from submitting resumes or candidate profiles without a prior agreement in place. Any unsolicited submissions will be considered property of Byline Bank, and no fees will be paid for placements resulting from such submissions. We appreciate your understanding and cooperation. Byline Bank is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics.
    $95k-130k yearly 60d+ ago
  • Business Banking Portfolio Manager

    First Commonwealth Bank 3.9company rating

    Powell, OH job

    Manages a large portfolio of Business Banking clients. Communicates with relationship team and credit department regarding details of portfolio performance and credit metrics. Ensures credit quality standards are executed and maintained within assigned portfolio. Essential Job Responsibilities____________________________________ 1. In collaboration with Relationship Manager(s), manages a portfolio of business banking size- companies. Portfolio size may vary based on length of service and management decisions. Portfolio to include both C&I and CRE clients. 2. Monitors client financial performance versus plan objectives on a regular basis utilizing automation-based portfolio risk assessment targets and indicators; discusses the performance with the relationship team. Reports credit deterioration promptly and works with Special Assets to mitigate potential losses. 3. Actively monitors and manages maturing notes, expiring commitments and delinquencies within assigned portfolio. 4. Ensures a seamless process for portfolio management by fostering strong communication by team members, including Credit, Credit Review and Loan Documentation departments. 5. Maintains awareness and advises the Relationship Manager and/or Credit Team in regards to alerts on critical items and awareness of key issues. 6. Provides portfolio information on a timely basis to be included as part of credit analysis and performance reports. Develops a continuous improvement mindset with respect to credit performance reports, cross sell effectiveness, and opportunities to improve processes. 7. Acts as the central point for communication regarding all aspects of the Business Banking portfolio. 8. Services the immediate needs of the clients by performing the following with Relationship Manager(s): a. Understands the credit strengths and weaknesses of clients. b. Assesses and discusses risk ratings with the Credit Department. c. Monitors borrower's performance and communicates awareness of key issues to management and the credit department in a timely fashion. d. Seeks additional approvals, amendments or policy exceptions as necessary. e. Other ongoing client and portfolio tasks as needed to assist the team. 9. Prepares loan modification requests, Criticized Asset Committee Memos, Semi-Annual Line Sheets and any other necessary reports, as needed and in conjunction with the Relationship Manager. Active participant in the monthly CAC meetings and semi-annual Line Sheet presentation meetings. 10. Follows assigned accounts, in conjunction with relationship team, to ensure financial statements are received timely and evaluated regularly to assess borrower risk. 11. Responsible for the monitoring of the credit quality of the assigned portfolio regarding delinquency, charge-offs, criticized/classified assets, etc. 12. Reviews trend reports generated based on assigned portfolio with ability to address and communicate on both positive and negative trends. 13. Helps coordinate the daily workflow in and out of the area to ensure that current loans are in complete conformity with the terms. 14. Serves as a representative for Portfolio Management and/or Corporate Banking in various Bank initiatives and projects on an as needed and elected basis. 15. May serve as a mentor and/or provide training to newer and less experienced Portfolio Managers within the Group. 16. Supports cross-sell opportunities resulting in additional recommendations to benefit both the customer and the Bank. 17. Develops expertise in all applicable processes and systems to ensure they are all leveraged. Strives to improve cycle times and client experience. 18. Displays enhanced knowledge of the procedures for compliance including a broad understanding of regulations. 19. Maintains a working knowledge of bank operating policies and procedures. Bona Fide Occupational Qualifications_____________________________ 1. A Bachelor's degree in Business or Finance related field, and/or five (5) years of equivalent experience required. 2. A minimum of three (3) years of credit analysis experience and/or demonstrated portfolio management skills desired. 3. Knowledge of compliance regulations related to the position is required. 4. Demonstrated ability to motivate and develop staff, promote team building, and implement and sustain change is necessary for success in this role. 5. Proficient reading, writing, grammar, analytical, mathematical, communication and interpersonal skills required. 6. Exceptional communication skills with ability to influence others, as well as strong computer and analytical skills are necessary. 7. A valid driver's license and travel, including some overnight stays, are required.
    $95k-143k yearly est. 3d ago
  • Data Governance Program Manager (Hybrid)

    Byline Bank 4.0company rating

    Remote or Schaumburg, IL job

    Headquartered in Chicago, Byline Bank, a subsidiary of Byline Bancorp, Inc. (NYSE:BY), is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.7 billion in assets and operates 45 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing solutions, and is one of the top U.S. Small Business Administration (SBA) lenders according to the national SBA rankings by volume FY2024. Byline Bank is a member of FDIC and an Equal Housing Lender. At Byline Bank, we take pride in being an award-winning workplace. Some of our recent recognitions include: + U.S. News & World Report named Byline Bank as one of the **Best Companies to Work for in the Midwest, Finance & Overall in 2024-2025, 2025-2026.** + Chicago Sun Times Chicago's **Best Workplaces 2024** + **Best Workplaces in Illinois in 2024** by Best Companies Group and Illinois SHRM (Society for Human Resource Management) + Forbes **America's Best Small Employers 2023** By joining our team, you will become part of an organization that values growth, collaboration, and innovation. We strive to create an environment where employees feel supported and are empowered to excel in their roles. If you're looking for a career with a company that puts people first and makes a difference in the communities we serve, Byline Bank is the place for you. **Objective of Position** : The Data Governance Program Manager leads the planning, development, and execution of a comprehensive, multi-year Data Governance Program. This role oversees the enterprise data governance framework, elevating data maturity, integrity, and value realization. The Program Manager ensures data is managed as a strategic asset, enabling regulatory compliance, operational efficiency, and data-driven decision-making. The role coordinates cross-functional teams across IT, Risk & Compliance, Information Security, Finance, and business domains to deliver an integrated ecosystem of people, processes, and technology for trusted and governed data. This is a hybrid remote and office role, office work is in Schaumburg, IL. **Duties and Responsibilities** **:** **Program Management & Leadership** + Lead and manage the bank's data governance program, including developing, maintaining and enforcing the framework, policies, standards & best practices, and procedures. + Develop and maintain program charters, integrated roadmaps, and dependency maps. + Manage budgets, timelines, milestones, and performance metrics. + Report program progress, outcomes, and escalations to leadership and executive sponsors. + Define and track KPIs for data governance effectiveness. **Stakeholder Engagement** + Collaborate with business units, IT, compliance, and risk teams to align data governance initiatives with strategic goals. + Implement the Data Governance Operating Model, including staffing enterprise DG teams (policy, enablement, operations, stewardship). + Establish and support the Data Governance Council and Working Groups, ensuring effective coordination of deliverables, communications, and key performance indicators (KPIs). + Oversee deployment of data governance tools (e.g., Microsoft Purview, Collibra, Informatica) for cataloging, glossary, lineage, and quality. + Establish data quality monitoring and remediation workflows, focusing on data supporting critical KPIs and metrics. + Partner with data owners and stewards to operationalize stewardship and accountability. + Define and track KPIs measuring DG control adoption (e.g., EDM Council CDMC controls). **Data Stewardship & Analytics** + Establish and support data stewardship roles across departments to ensure accountability for data quality and integrity. + Lead efforts to identify, escalate, and resolve data quality and governance issues. + Develop and oversee robust processes for metadata management, data lineage tracking, data cataloging, and data cleansing, ensuring all activities are thoroughly documented and support data accuracy, consistency, and transparency across the organization. + Partner with business owners to define metric ownership and lineage traceability to source systems. + Identify and decommission duplicate or conflicting metrics and assets. + Lead inventory and rationalization of enterprise metrics, reports, and dashboards. + Maintain a governed Enterprise Metrics Glossary with version control and change processes. + Coordinate with Business Intelligence teams to ensure analytics outputs align with certified, governed data sources. **Master Data Management (MDM)** + Manage delivery of the Customer MDM solution, from tool selection through implementation and go-live. + Define and oversee data mastering, match/merge, golden record creation, and stewardship workflows. + Ensure MDM outputs directly support enterprise KPIs and analytical use cases. + Establish MDM operations, including governance integration, change control, and stewardship practices. **Risk Management, Policy and Compliance:** + Ensure adherence to internal policies and external regulations (e.g., BCBS 239, GDPR, CCPA, FFIEC). + Establish best practices and provide oversight for the implementation and monitoring of data classification, data loss prevention, and the management of the data lifecycle, including archiving, retention, purging, and backups, across the organization. + Ensure that all data platforms and source systems consistently comply with privacy, security, and data quality standards, maintaining robust safeguards and adherence to regulatory requirements throughout the organization. + Conduct regular data profiling across all banking applications to assess data quality and integrity, ensuring clear identification of data owners and assignment of roles and responsibilities for each data asset. + Align governance processes with metadata-driven lineage, access controls, and policy enforcement to maintain robust data stewardship and compliance. _Note: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time._ **Qualifications** : + Bachelor's degree in information systems, Business, or related field. + 10+ years of experience in running data governance programs or related roles in banking or financial services. + Strong understanding of IT and data governance frameworks, principles and standards like DAMA-DMBOK, EDM Council CDMC, COBIT, etc. + Familiarity with regulatory requirements impacting data (e.g., Basel III, GDPR, CCAR). + Experience with data governance tools (e.g., Purview, Collibra, Informatica, Alation). + Excellent communication, leadership, and stakeholder management skills. + Proficient in documentation using tools like Visio for diagrams and process flows. + Strong analytical, problem-solving, project management and financial skills. + Related certifications (e.g., Certified Data Management Professional, CDMP) are a plus. **Physical Demands/Work Environment:** Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices. At Byline Bank, we value work-life flexibility and support a hybrid work environment for this position. This role allows for a combination of remote and in-office work, with occasional visits to the office based on business needs. Specific in-office days may vary and will be discussed during the interview process. **Compensation & Benefits:** Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels. The salary range for this position is between $130,000 to $162,000. In addition, Byline provides benefits including medical coverage, dental, vision, disability, 401k, paid time off and much more! Depending on the specific role, compensation may also include discretionary bonuses and other benefit programs. The actual compensation package may vary based on factors such as skill set, experience level, and candidate's location. **Additional Information:** Byline Bank is an Equal Opportunity Employment / Affirmative Action employer dedicated to providing an inclusive workplace where the unique differences of our employees are welcomed, respected, and valued. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics. Byline Bank is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please contact us directly at ************, Option #2. If applying within the US, this role is not eligible for visa sponsorship now or in the future. **Note to Recruitment Agencies and Third-Party Recruiters:** Byline Bank kindly requests that third-party recruiters, staffing agencies, and recruitment firms refrain from submitting resumes or candidate profiles without a prior agreement in place. Any unsolicited submissions will be considered property of Byline Bank, and no fees will be paid for placements resulting from such submissions. We appreciate your understanding and cooperation. Byline Bank is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics.
    $130k-162k yearly 21d ago
  • Engagement Center Specialist I

    First Commonwealth Bank 3.9company rating

    Powell, OH job

    Handles incoming service calls from clients, or potential clients, having questions regarding their current account relationships or seeking information about additional products and services. Completes client follow up resulting from inbound calls such as account maintenance, records research, and follow up on information requests. Makes outbound non-sales calls to support various departmental and company initiatives. Initiates client conversations to determine and appropriately address client financial needs, actively seeking sales referrals of the broad range of financial services and accounts offered by the bank and its affiliates. Maintains current and detailed knowledge of all bank products and services, as well as a working knowledge of non-bank services, such as brokerage and insurance, in order to effectively promote and refer these products. Essential Job Responsibilities__________________________________ 1. Handles incoming service calls from customers including but not limited to: a. existing deposit and loan account inquiries , b. account maintenance requests, including name and address changes c. Online Banking and Mobile Banking access issues and inquiries, d. Online BillPay and Mobile Deposit inquiries, e. debit card transaction inquiries, hot cards, replacements, and new card account opening f. details on rates and promotional offerings , g. general "switchboard" type transfers to other employees, departments h. calls transferred from the integrated voice response system 2. Completes client follow up resulting from inbound calls (i.e. account maintenance requests, records research, appropriate mailings, outbound calls to other departments, and calls back to clients). 3. Makes outbound client service and support calls. 4. Initiates and actively participates in client conversations to determine and appropriately address client needs. 5. Actively seeks financial products and services referrals. Maintains current and detailed knowledge of all bank products and services, as well as a working knowledge of non-bank services, such as brokerage and insurance, in order to effectively promote and refer these products. 6. Participates in several departmental sales contests per year in support of sales referral goals. 7. Maintains a sense of urgency when handling phone inquiries, client follow up, and other daily activities, focusing on providing clients with the most effective and timely service possible. Ensures that the established Quality Service Goals are personally achieved on a consistent basis. 8. Completes all self-education assignments in a timely manner (i.e. online compliance training, supervisor-assigned readings/exercises). 9. Productively utilizes non-phone time to review e-mail, read Insite articles, review procedural updates, and access any Insite resources available to enhance job knowledge. Bona Fide Occupational Qualifications___________________________ 1. High school diploma or equivalent is required. 2. Exceptional customer services skills and excellent interpersonal and communication skills, and a professional manner are required. 3. Proficient computer skills and ability to learn company utilized systems is required. 4. Ability to work day, evening, and weekend hours, with possible shift changes, is required.
    $29k-35k yearly est. 6d ago
  • Special Asset Group Sr. Manager (Hybrid)

    Byline Bank 4.0company rating

    Remote or Chicago, IL job

    Headquartered in Chicago, Byline Bank, a subsidiary of Byline Bancorp, Inc. (NYSE:BY), is a full-service commercial bank serving small- and medium-sized businesses, financial sponsors and consumers. Byline Bank has approximately $9.7 billion in assets and operates 45 branch locations throughout the Chicago and Milwaukee metropolitan areas. Byline Bank offers a broad range of commercial and community banking products and services, including small-ticket equipment leasing solutions, and is one of the top U.S. Small Business Administration (SBA) lenders according to the national SBA rankings by volume FY2024. Byline Bank is a member of FDIC and an Equal Housing Lender. At Byline Bank, we take pride in being an award-winning workplace. Some of our recent recognitions include: + U.S. News & World Report named Byline Bank as one of the **Best Companies to Work for in the Midwest, Finance & Overall in 2024-2025, 2025-2026.** + Chicago Sun Times Chicago's **Best Workplaces 2024** + **Best Workplaces in Illinois in 2024** by Best Companies Group and Illinois SHRM (Society for Human Resource Management) + Forbes **America's Best Small Employers 2023** By joining our team, you will become part of an organization that values growth, collaboration, and innovation. We strive to create an environment where employees feel supported and are empowered to excel in their roles. If you're looking for a career with a company that puts people first and makes a difference in the communities we serve, Byline Bank is the place for you. **Objective of Position** : The Special Asset Group (SAG) Sr. Manager is responsible for the oversight of resolving distressed loans in order to minimize losses to the Bank. **Duties and Responsibilities:** + Oversees and resolves a portfolio of distressed loans. + Designs and implements customized approaches for each loan relationship to maximize recoveries and minimize losses. + Responds timely, creatively, and effectively to changing and challenging dynamics as situations unfold, including bankruptcies, litigation, and uncovering new information that may reshape original strategies. + Communicates directly, and directs communications with: customers, including delivering difficult messages; Bank employees at all levels and within all departments of the organization; and third parties. + Assesses collectability of indebtedness via collateral (including real estate, business assets, et. al.) and guarantees through site inspection and review of appraisals, evaluations, BPOs, field exams, tax returns, operating statements, personal financial statements, credit reports, and asset searches. + Recommends appropriate outside counsel, at the appropriate time, for workouts and effectively manages outside counsel's efforts on the Bank's behalf. + For real estate loans, ensures appropriate property level due diligence including assessing market, physical and environmental condition as well as liens and building code violations. + Understands the Bank's loan risk rating system; appropriately and timely recommends risk rating upgrades and downgrades as needed. + Collaborates as part of a team with line officers on SAG "consults" and with others in the SAG and Credit Departments. + Presents clear and concise credit approval requests (with credit analyst and junior officer assistance). + Maintains well documented credit files (with credit analyst and administrative support). + All other duties as assigned. _Note: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time._ **Qualifications:** + Bachelor's degree; major in economics, business, or related field. + 10+ years of related financial services industry experience including origination and workout experience with C&I and commercial real estate loans ranging from $100,000 to more than $10 million. + Think strategically with the ability to: identify, understand and define problems; evaluate alternatives; set priorities, and implement high quality solutions that support the overall goals of the Bank. + Possess ability to work collaboratively with a variety of stakeholders at all levels. + Take initiative. + Have strong organizational, project management, time management, and planning skills with the ability to directly manage multiple projects and priorities depending on organizational needs and strategies. + Possess strong communication skills both verbally and in writing. + Demonstrate proficiency in portfolio management and monitoring, negotiating, and litigation management. + Strong negotiation, interpersonal, project management, and legal/collection skills. + Develop junior staff via training/mentoring. Prior managerial experience a plus. **PHYSICAL DEMANDS/WORK ENVIRONMENT** : Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices. Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels. The salary range for this position is $118,200 to $150,000. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, Byline Bank offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with Byline Bank, you'll find a far-reaching choice of benefits and incentives. _Byline Bank is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics._ _This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training._ Byline Bank is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics.
    $118.2k-150k yearly 60d+ ago

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Zippia gives an in-depth look into the details of Polish & Slavic Federal Credit Union, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Polish & Slavic Federal Credit Union. The employee data is based on information from people who have self-reported their past or current employments at Polish & Slavic Federal Credit Union. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Polish & Slavic Federal Credit Union. The data presented on this page does not represent the view of Polish & Slavic Federal Credit Union and its employees or that of Zippia.

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