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Senior Branch Manager jobs at Raymond James Financial

- 7629 jobs
  • Branch Manager

    Raymond James Financial, Inc. 4.7company rating

    Senior branch manager job at Raymond James Financial

    **Essential Duties and Responsibilities** + Attracts, selects, orients, trains, and retains Financial Advisors (FAs) and support staff. + Continually evaluates branch structure and strategic plan, including future growth as needed, to promote overall efficiency and profitability while maintaining a commitment to excellent service. + Responsible for compliance oversight and ensuring adherence to firm and regulatory policies and procedures. + Supervises daily trading and other office activities. + Documents and resolves client complaints. + Performs reviews of client accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities such as seminars and luncheons/dinners. + Develops and monitors office revenue and expense budgets. + Informs FAs about new products and RJA managed underwritings. + Participates in community affairs as a representative of the firm. + May service clients in his/her own book of business. + Performs other duties and responsibilities as assigned. **Knowledge of** + Company's working structure, policies, mission, strategies, and compliance guidelines. + Economic and accounting principles and practices, the financial markets, banking, and analysis and reporting of financial data. + Legal requirements and federal and state regulations related to employment. **Skill in** + Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Preparing and delivering clear, effective, and professional presentations. + Identifies the needs of customers through effective questioning and listening techniques. **Ability to** + Continuously learn investment products, industry rules and regulations, and financial planning. + Provide a high level of customer service. + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. + Articulate reasons behind decisions. + Keep all appropriate parties up-to-date on decisions, changes, and other relevant information. + Establish and maintain effective working relationships with others. + Identify problems, gather facts, and develop solutions. **Education/Previous Experience** + Bachelor's degree (B.A.) from four-year college or university, and a minimum of three (3) years experience in a financial services firm, or an equivalent combination of experience, education, and/or training as approved by Human Resources **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and 9 & 10 (or 8) required. + Series 63 & 65, or 66 as required by state. + Life, Health, and Variable Annuity Insurance Licenses. + NFA Commodities License required if any commodities trading is done at the branch.
    $46k-63k yearly est. 58d ago
  • Asset Management Risk Manager

    Fidelity Investments 4.6company rating

    Smithfield, RI jobs

    Job Description:The Role The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. The Expertise and Skills You Bring Bachelor's degree required 5+ years of relevant work experience in the financial industry, crypto experience preferred Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services Demonstrated analytical skills with the ability to work with and summarize data from multiple sources Experience working with blockchain technology or related enterprises Executive level presentation skills required Project management experience Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus Experience with common data science tools & languages, a plus CFA and/or FRM certifications a plus Foundational understanding of blockchain technology Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach Natural intellectual curiosity, initiative, and love for learning new skills and capabilities Skilled at operating autonomously to achieve results in a dynamic environment Thrives in a dynamic organization where priorities shift to meet evolving business needs Superb verbal and written communications skills Strong data analysis skills (e.g., tools, strategies) Staying abreast of the latest innovations across industry Problem solver with a blend of creativity and analytical rigor The Value You Deliver Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. Actively perform proactive and targeted data analysis to identify risks for management. Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Risk
    $80k-153k yearly 2d ago
  • Asset Management Risk Manager

    Fidelity Investments 4.6company rating

    Merrimack, NH jobs

    Job Description:The Role The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. The Expertise and Skills You Bring Bachelor's degree required 5+ years of relevant work experience in the financial industry, crypto experience preferred Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services Demonstrated analytical skills with the ability to work with and summarize data from multiple sources Experience working with blockchain technology or related enterprises Executive level presentation skills required Project management experience Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus Experience with common data science tools & languages, a plus CFA and/or FRM certifications a plus Foundational understanding of blockchain technology Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach Natural intellectual curiosity, initiative, and love for learning new skills and capabilities Skilled at operating autonomously to achieve results in a dynamic environment Thrives in a dynamic organization where priorities shift to meet evolving business needs Superb verbal and written communications skills Strong data analysis skills (e.g., tools, strategies) Staying abreast of the latest innovations across industry Problem solver with a blend of creativity and analytical rigor The Value You Deliver Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. Actively perform proactive and targeted data analysis to identify risks for management. Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Risk
    $80k-153k yearly 2d ago
  • Asset Management Risk Manager

    Fidelity Investments 4.6company rating

    Jersey City, NJ jobs

    Job Description:The Role The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. The Expertise and Skills You Bring Bachelor's degree required 5+ years of relevant work experience in the financial industry, crypto experience preferred Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services Demonstrated analytical skills with the ability to work with and summarize data from multiple sources Experience working with blockchain technology or related enterprises Executive level presentation skills required Project management experience Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus Experience with common data science tools & languages, a plus CFA and/or FRM certifications a plus Foundational understanding of blockchain technology Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach Natural intellectual curiosity, initiative, and love for learning new skills and capabilities Skilled at operating autonomously to achieve results in a dynamic environment Thrives in a dynamic organization where priorities shift to meet evolving business needs Superb verbal and written communications skills Strong data analysis skills (e.g., tools, strategies) Staying abreast of the latest innovations across industry Problem solver with a blend of creativity and analytical rigor The Value You Deliver Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. Actively perform proactive and targeted data analysis to identify risks for management. Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Risk
    $80k-153k yearly 2d ago
  • Asset Management Risk Manager

    Fidelity Investments 4.6company rating

    Westlake, TX jobs

    Job Description:The Role The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. The Expertise and Skills You Bring Bachelor's degree required 5+ years of relevant work experience in the financial industry, crypto experience preferred Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services Demonstrated analytical skills with the ability to work with and summarize data from multiple sources Experience working with blockchain technology or related enterprises Executive level presentation skills required Project management experience Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus Experience with common data science tools & languages, a plus CFA and/or FRM certifications a plus Foundational understanding of blockchain technology Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach Natural intellectual curiosity, initiative, and love for learning new skills and capabilities Skilled at operating autonomously to achieve results in a dynamic environment Thrives in a dynamic organization where priorities shift to meet evolving business needs Superb verbal and written communications skills Strong data analysis skills (e.g., tools, strategies) Staying abreast of the latest innovations across industry Problem solver with a blend of creativity and analytical rigor The Value You Deliver Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. Actively perform proactive and targeted data analysis to identify risks for management. Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Risk
    $80k-153k yearly 2d ago
  • Sr. Commercial Relationship Manager

    Midland States Bank 4.0company rating

    Kankakee, IL jobs

    Sr. Commercial Relationship Manager Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Base Salary: $103,700 - $138,200+ annually Position Summary The Senior Commercial Relationship Mgr (SCRM) role is responsible for identifying and developing new client relationships for Midland States Bank. The role is also responsible for maintaining and expanding the relationships with existing clients that are either inherited or developed by the Senior Commercial Relationship Mgr (SCRM). The Senior Commercial Relationship Mgr (SCRM) is to act in an advisory capacity with those prospects and clients internally, bringing all the available resources of Midland States Bank to assist them. This role will also function as an advocate for the clients and prospects inside the bank, pursuing mutually beneficial solutions for the client / prospect and MSB. Additionally, this role will develop and maintain an active network of centers of influence within the market. The focus will be on both Commercial Real Estate and Commercial & Industrial opportunities. It is expected that the Senior Commercial Relationship Mgr (SCRM) role will embrace Midland States Bank's vision and values and represent those both internally and in the community in which they serve. Primary Accountabilities Proven ability to generate a minimum of $15MM in new loan commitments on an annual basis. Ability to collect a minimum of $30,000 in loan fees annually. Maintain an active list of loan and depository prospects and conduct well planned and value-added joint calls. Develop a comprehensive plan for all clients and prospects on how to refer and bring other MSB resources to the relationship on an ongoing basis. Ability to analyze financial data, structure and negotiate transactions, and perform on-going credit maintenance items. Holds delinquencies to a minimum by aggressively collecting past due loans, and also assures that all clients provide required reporting information in a timely manner. Maintain compliance with all applicable regulations. Provide assistance as a team resource in commercial meetings and activities. Proficiency in applicable computer systems such as programs that pertain to the related position. Complete all training as required. Minimum of 25 hours per year in organizational involvement that directly enhances business opportunities for the Bank and supports the Bank's initiatives. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree in Finance, Business, Accounting, or other related field Minimum 5 years' (10 years preferred) experience in Commercial Banking Successful completion of bank training specific to position Proficient in credit analysis Direct Sales experience of 5-10 years Proven success of meeting or exceeding annual goals for the prior three years. Developed concentration in Commercial Real Estate, Commercial and Industrial, or Specialized Credits Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT PI8a7cb84a27e7-37***********2
    $103.7k-138.2k yearly 12d ago
  • Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)

    Capital One 4.7company rating

    McLean, VA jobs

    * Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
    $103k-127k yearly est. 4d ago
  • Branch Manager, Workplace- (Denver, CO/Westlake, TX)

    Charles Schwab 4.8company rating

    Roanoke, TX jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's Workplace Branch organization is at the heart of our firm's commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you'll introduce plan participants to the breadth of Schwab's Retail and Workplace offerings through a planning-led approach. As a Workplace Branch Manager at Schwab, a central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to participants of Stock Plan Services ("SPS") and Retirement Plan Services ("RPS") corporate relationship(s). You will work closely with Workplace Advice Consultants and Workplace Investment Consultants in building strong relationships while coaching to support in-the-moment questions, advice consultations, financial planning, implementation of action plans, and more. The Workplace Branch Manager will be tasked with helping Charles Schwab fulfill its purpose of financial fitness for all by ensuring that the consultants on the team are delivering high quality, consultative conversations that are consistent with our message of savings fundamentals. In addition, the Workplace Branch Manager will contribute to the ongoing evolution of the Workplace Branch organization through involvement in special projects, training initiatives, sales opportunities, cross-functional team assignments and support of plan sponsor client relationship management teams where appropriate. This role will specifically be responsible for a centralized team of Workplace Advice Consultants. If you're looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you. What you have Preferred: A minimum of 7 years in the financial services CFP, CWS, AAMS, and/or master's degree in business is preferred Strong leadership, management, and motivational skills A desire to lead, a passion for sales management, and a deep commitment to client service Ability to provide ongoing employee coaching, development, and recognition Demonstrated business development experience with a strong drive for results Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement Strong industry knowledge and ability to develop internal and external partnerships Able and willing to travel Proficient in establishing quality cross-enterprise partnerships Required: Financial Sales Leadership/Managing experience A valid and active Series 7 and 66 license is required A valid and active Series 9/10 license is required (license(s) may be obtained under a condition of employment) What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $46k-61k yearly est. 10h ago
  • Special Servicing Asset Manager

    Arbor Realty Trust 3.9company rating

    Atlanta, GA jobs

    The Special Servicing Asset Manager is responsible for managing the Special Servicing of a portfolio of Agency (Fannie Mae) loans, which are in default or considered to be in imminent default. The position requires proactive asset management and timely resolution of the assigned portfolio of distressed CRE mortgage loans. The primary function of the Special Servicer is to manage non-performing loans in accordance with the applicable investor Seller/Servicer Guides. Risk Management's objective is to pursue the best resolution path that maximizes the recovery. Essential Job Functions (Duties/Responsibilities) This position will have the following duties and responsibilities, including but not limited to: Monitor quality and performance of a non-performing loan portfolio through delinquency and other reporting Ability to structure and execute resolution strategies (i.e. Foreclosure, Forbearance, Note Sale, DPO, Loan Modification or Reinstatement) in conjunction with the Investor goals Perform comprehensive analysis of property cash flow, markets, collateral, and valuation while determining possible alternatives for default resolution Work closely with Agency counterparts, in particular Fannie Mae's Special Asset Management (SAM) team to carry out desired resolution strategy Review legal filings for accuracy and completeness Prepare payoff/ reinstatement calculations Prepare quarterly Loan Loss calculations Review property condition assessment (PCA) reports to understand the scope of immediate repairs needed at the collateral property Review property appraisal reports to understand the As-Is and As Stabilized values and impact on loss exposure Understanding of legal contracts, bankruptcy law, foreclosure process, and loan servicing agreements Lead, engage and interact with third parties including attorneys, receivers, management companies, brokers, appraisers, and environmental firms and engineers Conduct Physical Property inspections, as required, in order to evaluate property condition Provide written updates to senior management and investors Present recommendations in a clear and concise manner Request and review documentation supporting servicing advances Will assist the VP/ SVP, Risk Management on ad-hoc projects and requests from Senior Management Will work independently to identify problems and provide solutions to management Qualifications Education: Bachelor's degree in Business, Finance, Real-Estate or a related discipline or equivalent work experience preferred. Experience: 5+ years loan asset management experience with working knowledge of Special Servicing, bankruptcy and loan workouts. Knowledge/Skills/Abilities: Intermediate Microsoft Office Skills Strong analytical, research and reporting skills Strong negotiation and communication (both verbal and written) skills Extremely high attention to detail and accuracy Comfortable interpreting legal documents such as loan agreements Strong organizational, time management, and prioritization skills Ability to work independently and on teams in a fast-paced environment with strict deadlines Travel: 20-25% We are proud to be an equal opportunity employer and are committed to maintaining a diverse workforce and an inclusive work environment for our associates, customers and business partners. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, ethnicity, pregnancy or any other legally protected status. We are committed to working with and providing reasonable accommodations to individuals with disabilities.
    $60k-89k yearly est. 2d ago
  • Asset Manager

    Arbor Realty Trust 3.9company rating

    Atlanta, GA jobs

    The Asset Manager will be responsible for the management of assets in Arbor Realty Trust's (ART) loan portfolio. Essential Job Functions (Duties/Responsibilities) The Asset Manager will have the following duties and responsibilities, including but not limited to: Prepare quarterly reports, valuations and risk ratings. Perform financial analysis of properties including operating statements, budget and variance review, loan administration and borrower support, workout and foreclosure analysis, lease analysis, appraisal and engineering report reviews, etc. Assess loan risk within the portfolio and make recommendations to senior management to mitigate the risk. Perform quarterly property level valuations in order to value the asset. Conduct market research to determine various factors impacting property level performance. Oversee borrower implementation of business plan(s) associated with a variety of real estate-related assets, including mezzanine and bridge loans, REO properties and preferred equity positions. Work closely with senior management in analyzing strategies for workouts, foreclosures, acquisitions and dispositions. Review and interpret legal documents, such as loan agreements, guarantees, and promissory notes, and coordinate with borrower and respective staff to ensure the loans remain in compliance. Monitor capital improvement projects to ensure timely completion within budgets. Additional loan servicing and reporting as needed. Qualifications Education: Bachelor's degree in Finance, Real Estate and/or Accounting. Experience: A minimum of 4-6 years of experience in Real Estate with an emphasis on risk/financial analysis, valuations, relationship management, workouts, capital markets and Asset Management. Knowledge/Skills/Abilities: A strong knowledge of real estate markets with a particular emphasis on multifamily. Excellent project management, leadership and organizational skills. The ability to “think outside the box”. The ability to gather property and market data, analyze that data, and make proposals to senior management in a clear and concise manner. Travel: up to 10% We are proud to be an equal opportunity employer and are committed to maintaining a diverse workforce and an inclusive work environment for our associates, customers and business partners. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, ethnicity, pregnancy or any other legally protected status. We are committed to working with and providing reasonable accommodations to individuals with disabilities.
    $60k-89k yearly est. 4d ago
  • Accounting Manager

    SBI Partners 4.8company rating

    Northbrook, IL jobs

    An entrepreneurial Real Estate company in the Northern Suburbs is currently in search an Accounting Manager (maybe called Controller or Director of Accounting pending experience). This team has a leadership team that wants to invest in someone that wants to be lead and manage others. If you like being part of a dynamic company and ready to take that next step in your career, this opportunity could be for you. Essential Duties and Responsibilities Prepare financial reporting for a book of properties Manage Accounting process of all acquisitions and dispositions Collaborate with internal and external investors, property owners, lenders, etc. Partner with outside CPA firm on tax Review and budget preparation assistance Lead team of 1-2 individuals. Identify process improvement opportunities and implement them Job Experience 6+ years of relevant work experience (Real Estate a Must) Experience with Office or Retail asset classes is preferred CAM Reconciliation experience Experience with Yardi is preferred
    $79k-100k yearly est. 2d ago
  • Branch Manager - Central New York Region

    State Employees Federal Credit Union 3.3company rating

    Syracuse, NY jobs

    If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM To lead a retail banking branch team to deliver our mission to benefit every member, every time, every day. Responsible for in-branch member experience, team member development, branch operations, and achievement of team performance. Provide outstanding member service and dynamic leadership, while creating a productive and engaging work environment. This role will be assigned to one of our branches within our Central New York Region which includes our Midler Ave, Cicero, Dey's & South Crouse Branch locations. WHAT YOU'LL DO * Bring Broadview's mission to life, ensuring member experience is second to none * Model and coach branch team on deepening member relationships, member advocacy, and business development * Build relationships with commercial clients, partnering with Commercial Lending and Business Development * Collaborate with other departments and CUSOs on delivery of exceptional concierge member service * Advance employee development and succession planning through regular performance appraisals, feedback, and by creating individual development plans * Ensure ongoing training and development of staff through direct observations, meetings, reviewing dashboards, development plan progress, goals, and overall performance to yield strong individual and team results * Maintain knowledge of all current Credit Union products, services, policies, procedures, and NCUA regulations * Achieve branch operational objectives and take accountability for the team's compliance with all Credit Union policies, procedures, and audits * Monitor internal and external building and grounds maintenance to ensure positive and safe member and staff experience * Assist in the recovery and restoration of tasks assigned in a disaster recovery situation, as well as regular disaster recovery testing * Establish, model, and lead a positive presence within the community by delivering the Broadview brand with every member interaction, including any community/volunteer events, committees, and council representation LET'S TALK IF YOU * Have an Associate degree in Business or related field preferred and a minimum of three years of Branch Management experience, or equivalent combination of experience and education * Have a minimum of three years' service experience with proven results * Are an enthusiastic leader with proven record of success in a leadership role * Have strong organizational and multi-tasking skills * Have effective interpersonal, verbal, written, and auditory communication skills * Have the ability to adapt to change, and think strategically * Are flexible to work out of any location at any time, based on business needs * Are able to lift at least 10 pounds and stand for long periods of time Compensation: $72,000 - $88,400, plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************
    $72k-88.4k yearly Auto-Apply 27d ago
  • Remote Producing Branch Manager- Anywhere in US

    National Mortgage Staffing 3.9company rating

    Tampa, FL jobs

    Now Hiring: Producing Branch Managers - Remote | Multiple States Compensation: Customized per platform | W2 with benefits | Overrides + Self-Sourced Comp | Signing bonuses in select roles About the Role: We're representing multiple mortgage platforms nationwide that are seeking Producing Branch Managers ready to scale a team, transition existing volume, or establish a new branch with the right operational and leadership support in place. Whether you're running a $2M/month branch or producing $1M personally with plans to grow, we'll align you with the model that fits - from delegated correspondent lending to broker-direct setups with advanced marketing and technology. Branch Manager Compensation Summary: Branch-Level Comp: Overrides on team production: 25-75 bps Individual production: 100-150 bps for self-sourced volume Broker/Correspondent hybrid model: Up to 275 bps (delegated/non-delegated) Some platforms offer: Immediate stock options (TX-based lender) Quarterly stock bonuses Dedicated LOA for transition onboarding In-house ops and marketing support CRM, tech, and recruiting tools built in No P&L required in many models - override-only setups available Volume Expectations: Branch minimum: $1.5M-$2M+ monthly Individual LO minimum: Typically 1-2 units/month or $400K-$1M+ in volume Ideal Candidates: Proven Producing Branch Manager (or team lead) with active state NMLS Licensed in any of the states where opportunities are open Experience recruiting and leading originators Seeking a growth-forward platform with competitive pricing and flexibility Strong grasp of compliance and a team-focused mindset Interested? Submit your resume to confidentially explore which platforms best align with your goals, compensation expectations, and team needs. We'll only match you to opportunities that make sense for your structure - no spam, no pressure. Thank you for your interest! If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters. Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
    $51k-67k yearly est. 60d+ ago
  • Branch Manager - Central New York Region

    State Employees Federal Credit Union 3.8company rating

    Cicero, NY jobs

    If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM To lead a retail banking branch team to deliver our mission to benefit every member, every time, every day. Responsible for in-branch member experience, team member development, branch operations, and achievement of team performance. Provide outstanding member service and dynamic leadership, while creating a productive and engaging work environment. This role will be assigned to one of our branches within our Central New York Region which includes our Midler Ave, Cicero, Dey's & South Crouse Branch locations. WHAT YOU'LL DO * Bring Broadview's mission to life, ensuring member experience is second to none * Model and coach branch team on deepening member relationships, member advocacy, and business development * Build relationships with commercial clients, partnering with Commercial Lending and Business Development * Collaborate with other departments and CUSOs on delivery of exceptional concierge member service * Advance employee development and succession planning through regular performance appraisals, feedback, and by creating individual development plans * Ensure ongoing training and development of staff through direct observations, meetings, reviewing dashboards, development plan progress, goals, and overall performance to yield strong individual and team results * Maintain knowledge of all current Credit Union products, services, policies, procedures, and NCUA regulations * Achieve branch operational objectives and take accountability for the team's compliance with all Credit Union policies, procedures, and audits * Monitor internal and external building and grounds maintenance to ensure positive and safe member and staff experience * Assist in the recovery and restoration of tasks assigned in a disaster recovery situation, as well as regular disaster recovery testing * Establish, model, and lead a positive presence within the community by delivering the Broadview brand with every member interaction, including any community/volunteer events, committees, and council representation LET'S TALK IF YOU * Have an Associate degree in Business or related field preferred and a minimum of three years of Branch Management experience, or equivalent combination of experience and education * Have a minimum of three years' service experience with proven results * Are an enthusiastic leader with proven record of success in a leadership role * Have strong organizational and multi-tasking skills * Have effective interpersonal, verbal, written, and auditory communication skills * Have the ability to adapt to change, and think strategically * Are flexible to work out of any location at any time, based on business needs * Are able to lift at least 10 pounds and stand for long periods of time Compensation: $72,000 - $88,400, plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************
    $72k-88.4k yearly Auto-Apply 27d ago
  • BRANCH MANAGER I- East Region Float

    Dollar Bank 4.3company rating

    Cleveland, OH jobs

    The Branch Manager Trainee participates in a comprehensive retail training program while working toward individual business development and sales objectives. This role is responsible for building and leading a high-performing sales and service team, ensuring that each member contributes to the branch's success through a consultative sales approach. A key focus of the Branch Manager Trainee is developing team members through individualized coaching sessions and holding them accountable for overall performance. Additionally, this role actively drives business growth through proactive initiatives, including participation in community events and business networking opportunities. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's East Branches. These branches include Beachwood, Eastlake, Euclid, Maple, Mayfield, Mentor, Painesville, Richmond, University Heights. Travel reimbursement is provided after a specific mileage threshold is met. Qualifications: · Bachelor's Degree with two years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals. Will consider High School Diploma/GED with six years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals. · Retail Banking and business development experience preferred. · Ability to travel as needed to training. · A valid driver's license and access to a reliable vehicle is required. · Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Principal Activities and Duties: • Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values. • Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships. • Actively support customer engagement by adhering to the Bank's service behaviors. • Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads. • Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity. • Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback. • Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events. • Consistently achieve all established customer service goals and targets. • Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. • Arithmetic skills to count money accurately. • Computer literacy to access account information and process transactions. • Develop a thorough knowledge of Bank products and guidelines by attending the required classes. • Maintain a professional appearance and conduct yourself in a professional manner at all times. • Maintain the highest level of professional integrity and ethics. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Compensation Range: Schedule Information Monday - Thursday: 8:30am to 5:30pm Friday: 830am -6:30pm Saturday: 8:30am - 1:30pm EEO Statement Dollar Bank is an Equal Opportunity Employer. Minority/Female/Veteran/Disabled Benefits Information Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement. Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement. For more information, please visit ************************************************
    $77k-93k yearly est. 21d ago
  • BRANCH MANAGER I- East Region Float

    Dollar Bank 4.3company rating

    Cleveland, OH jobs

    The Branch Manager Trainee participates in a comprehensive retail training program while working toward individual business development and sales objectives. This role is responsible for building and leading a high-performing sales and service team, ensuring that each member contributes to the branch's success through a consultative sales approach. A key focus of the Branch Manager Trainee is developing team members through individualized coaching sessions and holding them accountable for overall performance. Additionally, this role actively drives business growth through proactive initiatives, including participation in community events and business networking opportunities. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's East Branches. These branches include Beachwood, Eastlake, Euclid, Maple, Mayfield, Mentor, Painesville, Richmond, University Heights. Travel reimbursement is provided after a specific mileage threshold is met. Qualifications: * Bachelor's Degree with two years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals. Will consider High School Diploma/GED with six years of management experience in a retail environment including managing a staff, coaching, and meeting sales goals. * Retail Banking and business development experience preferred. * Ability to travel as needed to training. * A valid driver's license and access to a reliable vehicle is required. * Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Principal Activities and Duties: * Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values. * Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships. * Actively support customer engagement by adhering to the Bank's service behaviors. * Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads. * Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity. * Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback. * Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events. * Consistently achieve all established customer service goals and targets. * Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. * Arithmetic skills to count money accurately. * Computer literacy to access account information and process transactions. * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Maintain a professional appearance and conduct yourself in a professional manner at all times. * Maintain the highest level of professional integrity and ethics. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Compensation Range:
    $77k-93k yearly est. 21d ago
  • Regional Branch Manager

    Wintrust Financial 4.9company rating

    Milwaukee, WI jobs

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank as a Regional Branch Manager! Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture What you'll do: As a Regional Branch Manager, you will deliver superior financial results and best in class customer service by creating a proactive sales and service environment across mutltiple branches within the charter. You will work with other lines of business to maximize growth and profitability. Essential Duties and Responsibilities: Establish and enhance the bank's presence in the local community while also promoting consistent involvement at the branch level Promote products and services including deposit, loan and retirement products Promote Wintrust and/or local brand as appropriate Build strong partnerships between Retail Banking and other business lines Participate in networking events and initiate outbound calling efforts Drive the bank's Community Reinvestment Act Program through participation in community and bank events as well as involvement in local organizations Operate within assigned authority levels Participate in corporate projects to align charter with Wintrust initiatives Assist Head of Retail in maintaining Wintrust culture Supervisory Responsibilities: Strategize with managers to expand and retain new and existing customer relationships Conduct regular meetings to keep team members informed and motivated Perform regular coaching sessions with Retail team members and address employee performance issues as needed Oversee operations, including hiring, leadership development and regional facility issues Ensure regional team members comply with all department, bank and regulatory policies and procedures Ensure adherence to all security procedures established to maintain safety for employees and customers Resolve escalated customer matters Knowledge/ Skills/ Abilities Required: Excellent customer service, organizational and problem-solving skills Exemplary interpersonal, verbal and written communication skills High level knowledge of bank compliance and operations Strong managerial and leadership skills Successful record of sales excellence Ability to handle multiple projects simultaneously in a fast-paced environment Intermediate computer skills Training/ Education/ Experience Qualifications: High School diploma or GED required; college degree or related banking experience strongly preferred Minimum 5+ years branch management experience required Minimum 5+ years in a customer contact/sales position or equivalent preferred Experience in business development preferred May require NMLS certification Benefits: Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation: The estimated salary range for this role is $98,000 - $132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience. #LI-ONSITE From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $98k-132k yearly Auto-Apply 60d+ ago
  • Regional Branch Manager

    Wintrust Financial Corp 4.9company rating

    Milwaukee, WI jobs

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC." Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank as a Regional Branch Manager! Why join us? * An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) * Competitive pay and annual discretionary bonus eligible * Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few * Family-friendly work hours * With 200+ community bank locations, we offer opportunities to grow and develop in your career * Promote from within culture What you'll do: As a Regional Branch Manager, you will deliver superior financial results and best in class customer service by creating a proactive sales and service environment across mutltiple branches within the charter. You will work with other lines of business to maximize growth and profitability. Essential Duties and Responsibilities: * Establish and enhance the bank's presence in the local community while also promoting consistent involvement at the branch level * Promote products and services including deposit, loan and retirement products * Promote Wintrust and/or local brand as appropriate * Build strong partnerships between Retail Banking and other business lines * Participate in networking events and initiate outbound calling efforts * Drive the bank's Community Reinvestment Act Program through participation in community and bank events as well as involvement in local organizations * Operate within assigned authority levels * Participate in corporate projects to align charter with Wintrust initiatives * Assist Head of Retail in maintaining Wintrust culture Supervisory Responsibilities: * Strategize with managers to expand and retain new and existing customer relationships * Conduct regular meetings to keep team members informed and motivated * Perform regular coaching sessions with Retail team members and address employee performance issues as needed * Oversee operations, including hiring, leadership development and regional facility issues * Ensure regional team members comply with all department, bank and regulatory policies and procedures * Ensure adherence to all security procedures established to maintain safety for employees and customers * Resolve escalated customer matters Knowledge/ Skills/ Abilities Required: * Excellent customer service, organizational and problem-solving skills * Exemplary interpersonal, verbal and written communication skills * High level knowledge of bank compliance and operations * Strong managerial and leadership skills * Successful record of sales excellence * Ability to handle multiple projects simultaneously in a fast-paced environment * Intermediate computer skills Training/ Education/ Experience Qualifications: * High School diploma or GED required; college degree or related banking experience strongly preferred * Minimum 5+ years branch management experience required * Minimum 5+ years in a customer contact/sales position or equivalent preferred * Experience in business development preferred * May require NMLS certification Benefits: Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation: The estimated salary range for this role is $98,000 - $132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience. #LI-ONSITE From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $98k-132k yearly Auto-Apply 60d+ ago
  • Branch Manager, North Region

    Dollar Bank 4.3company rating

    Pittsburgh, PA jobs

    The Branch Manager I participates in a comprehensive retail training program while working toward individual business development and sales objectives. This role is responsible for fostering a high-performing sales and service team, ensuring that each member contributes to the branch's success through a consultative sales approach. A key focus of the Branch Manager I is enhancing team performance through individualized coaching sessions and holding team members accountable for their goals. Additionally, this role actively drives business growth through proactive initiatives, including participation in community events and business networking opportunities. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's Northern Market. These branches include North Hills, Richland, Wexford, Cranberry, and Butler. Travel reimbursement is provided after a specific mileage threshold is met. Education and Experience Requirements: * Candidate must have one of the following: o Bachelor's Degree with three years of solid management experience in a retail environment including managing a staff, coaching, and meeting sales goals. o High School Diploma/GED with seven years of solid management experience in a retail environment including managing a staff, coaching, and meeting sales goals. o High School Diploma/GED with three years of retail banking experience as a Branch Manager. * Retail Banking and business development experience preferred. * Ability to travel as needed to training. * A valid driver's license and access to a reliable vehicle is required. * Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Essential Functions: * Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values. * Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships. * Actively support customer engagement by adhering to the Bank's service behaviors. * Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads. * Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity. * Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback. * Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events. * Consistently achieve all established customer service goals and targets. * Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. * Arithmetic skills to count money accurately * Computer literacy to access account information and process transactions * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Maintain a professional appearance and conduct yourself in a professional manner at all times. * Maintain the highest level of professional integrity and ethics. * All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $64k-78k yearly est. 49d ago
  • Development Risk Manager - Construction Oversight

    Raymond James 4.7company rating

    Senior branch manager job at Raymond James Financial

    Under limited supervision, the Development Risk Manager (“DRM”) works within RJAHI's Asset Management group. The DRM will be a member of a professional team that provides expertise and analysis for affordable housing investment and asset management activities. For investments representing moderate risk and complexity, performs underwriting functions for to-be-built or existing developments, and manages development risk through construction lease-up. Also, performs administration of the documentation and funding requirements, and provides consulting support through a high level of professional service and conduct to existing and potential customers. Specific Responsibilities Underwriting (with moderate supervision) Reviews the project design, entitlements, technical merit, building code, compliance, usability, and marketability of the project. Performs initial project underwriting site visit with development and production teams. Evaluates the qualifications of the development team. Contributes to the understanding and analysis of real estate market conditions and long term competitiveness of the project. Reviews development, design, and construction contracts for appropriate structure and terms. Analyzes the project budget, completion schedule, and delivery methods for material risk. Recommends and assists in review and negotiations of the partnership agreements. Analyzes overall risk and recommends appropriate level of oversight outsourcing. Determines insurance requirements in accordance with insurance guidelines and that the appropriate insurance certificates have been received before closing. Development Risk Management (with moderate supervision) Monitors and reports the progress of the development through construction and lease-up. Manages oversight and third-party consultants to mitigate and communicate the impact of cost overruns, change orders, and schedule revisions. Assists and advises developers and sponsors in negotiations and resolution of issues when problems develop. Monitor conformance with plans and specifications and perform periodic on-site inspections if material problems arise. C. Administration (with minimal supervision) Insures proper file documentation and compliance with funding requirements. Communicates the status of document compliance and discrepancies with the original underwriting assumptions. Evaluates equity fundings by reviewing and approving project draw requests and project accounting. Knowledge Base Thorough understanding of architectural and engineering industry practices. Thorough understanding development industry practices and techniques. Familiarity with Real Estate and Construction Contract Law. Understanding of partnership and other investment contract documents. Understanding of Title, Construction, Ownership arid other relevant insurance policies. Thorough understanding of bank policies, procedures, investment, and loan structures. Familiarity with Environmental Risk Analysis. Educational Background and Professional Expertise Professional degree in Architecture, Architectural Engineering, Civil/Structural Engineering or Construction Management. Minimum 5 years of experience in Architecture, Engineering, Construction Management or Real Estate Development. Some experience of course work in Real Estate Finance. Some experience or course work in Development Cost Accounting and Risk Management. Some experience or course work in Environmental Risk Assessment. Qualifications Knowledge, Skills, and Abilities Knowledge Of Entitlement/permitting process and construction delivery methods and agreements. Construction best practices, general building codes, and various building types Process of preparing and monitoring a multi-family housing construction schedule. Familiarity with the preparing and monitoring of a detailed construction budget. Evaluating cost and schedule impact of change orders. Familiarity with environmental site assessment requirements of residential construction. Fundamental concepts, principles, and practices of the real estate and construction industry. General principles of banking and finance industry operations. Skill In Reading construction drawings and specifications. Reading and understanding contracts and other real estate transaction documentation. Knowledgeable in the use of Excel and real estate financial projections. Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets. Ability To Communicate effectively both oral and written. With minimal guidance/supervision, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results. Provide accurate and high quality work product in a timely manner. Proactively demonstrate readiness and ability to initiate action. With some guidance/supervision, work independently as well as collaboratively within a positive team environment. Compile data from multiple sources, review, and accurately input data into various spreadsheets or database. With some guidance/supervision, identify required tasks, develop timelines and execute. Project a positive, professional image both internal and with external business contacts. Convey information clearly and effectively through both formal and informal documents. Identify relationships, draw logical conclusions and interpret results for use in decision making. Utilize engineering/architecture background to evaluate proposed change orders, and verify whether design and cost support the investment objectives of the fund. Assist with preconstruction investment analyses, including evaluation of 3rd party plan and cost reviews, physical needs assessments, and fielding design inquiries from investors and developers. Periodically visit projects under construction, utilizing engineering and/or construction background to evaluate construction risk on site. Education/Previous Experience Bachelor's degree in Architecture, Engineering, Construction Management, or related field and a minimum of five (5) years construction administration, architecture, engineering experience. Certification as either a Professional Engineer or Registered Architect is desired ~or~ Any equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications AIA or PE strongly preferred Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience Manager Experience - None Certifications Housing Credit Certified Professional (HCCP) - National Association of Home Builders (NAHB), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM) Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-TG1
    $85k-113k yearly est. Auto-Apply 60d+ ago

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