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ServisFirst Bank jobs - 41 jobs

  • Portfolio Manager

    Servisfirst Bancshares 4.0company rating

    Servisfirst Bancshares job in Birmingham, AL

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties. The incumbent will: * Conduct financial analysis of credit for new and existing clients and prospects * Generate spreads, term sheets, and other information for loan requests and conduct underwriting * Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay * Build profiles and loan requests in nCino for approval * Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc. * Generate reports to determine past or current maturities that are not yet cleared and request any necessary information * Prepare memos outlining financial information for approvals from the appropriate parties * Track maturity for renewals monthly * Be actively involved in understanding documentation and closing process * Attend sales appointments with Officers as requested * Work on term sheets / commitment letters as directed by supervisors * Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc. * Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed * Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS * Bachelor's degree in Finance, Accounting or a related field * 5-10 years' experience preferred * Excellent written and verbal communication skills * Experience using Microsoft Outlook, Word and Excel * Experience in a position requiring attention to detail and data analysis * Excellent organizational skills and ability to multi-task * RMA and/or Moody training is a plus PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: * Sustained standing and sitting * Frequent use of PC, including typing or sustained attention to monitor * Occasional presentations requiring public speaking to small groups * Occasional lifting of basic office files or equipment up to 20 lbs * Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $57k-89k yearly est. 21d ago
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  • Mortgage Underwriter

    Servisfirst Bank 4.0company rating

    Servisfirst Bank job in Birmingham, AL

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Mortgage Underwriter is responsible for the timely and accurate underwriting of all mortgage loan files according to bank and investor guideline and compliance regulations. The incumbent will: Underwrite mortgage loans to ensure compliance with bank and investor guidelines Assess loan attributes and documentation for soundness and accuracy Evaluate debt ratio, loan-to-value ratio, credit score, and appraisal to meet investor guidelines Review and analyze appraisals to ensure loan risk is acceptable to bank and investor guidelines Determine and document loan conditions, requirements, and decisions Evaluate Loan Estimate (LE) for accuracy and compliance with RESPA and TRID Utilize an Automated Underwriting System (AUS) or predetermined guidelines to underwrite loans Stay abreast of Private Mortgage Insurance (PMI) guidelines and order PMI as necessary Maintain knowledge of all applicable underwriting guidelines Review legal and regulatory compliance documents for accuracy Provide strong and clear communication to other mortgage department personnel and borrowers regarding documents needed for mortgage loan files to ensure quick turnaround time Provide guidance to processors regarding procedures and requirements Assist closing/post-closing personnel to ensure loan is purchased by investor Perform administrative duties such as faxing, photocopying, filing and phone support as necessary Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS High school diploma or equivalent; some college preferred Five (5) years of mortgage lending experience Three (3) years of mortgage underwriting experience Previous experience using automated underwriting technology preferred Basic knowledge of bank operations and products Basic knowledge of federal and state banking compliance regulations, and other Bank operational policies Knowledge of federal and state regulations regarding lending and related consumer disclosure requirements Excellent knowledge of agency and investor guidelines Effective oral, written and interpersonal communication skills with the ability to carry out instructions, understand procedures and write correspondence Proficient in Microsoft Outlook, Word and Excel Excellent customer service and time management skills Ability to multitask, as shown in previous experience completing tasks under time constraints Good organizational skills Good data entry/keyboarding and math skills PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Frequent typing using a keyboard and/or calculator Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $42k-57k yearly est. Auto-Apply 44d ago
  • Teller Part Time Village Mall

    Wells Fargo 4.6company rating

    Auburn, AL job

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: * Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers * Complete operational activities while minimizing risks under established policies * Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization * Receive direction from managers and exercises judgment within defined policies and procedures * Escalate questions and issues to more experienced roles * Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions * Identify information and services to meet customers financial needs Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 6+ months of experience interacting with people, demonstrated through work, military, or education * Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program * Customer service focus with experience handling complex transactions across multiple systems * Ability to educate and connect customers to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and team members * Experience working with others on a team to meet customer needs * Cash handling experience * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Well-organized, independent and able to prioritize in a fast-paced environment * Ability to exercise judgment, raise questions to management, and adhere to policy guidelines * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: * Ability to work a schedule that may include most Saturdays * This position is not eligible for Visa sponsorship Posting Location(s): * 2001 E University Dr AUBURN, AL 36830 @RWF22 Posting End Date: 28 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $31k-34k yearly est. 7d ago
  • Credit Card Support Specialist

    Servisfirst Bank 4.0company rating

    Servisfirst Bank job in Birmingham, AL

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Credit Card Support Specialist provides support to current clients by researching and resolving escalated customer service issues, setting up new accounts and collecting documentation as necessary. In addition, the position provides ongoing support to agent banks by coordinating credit card program details, conduct agent bank training and assist banks with promoting the program to existing and potential customers. The incumbent will: Handle research and escalated calls and emails from Consumer and Private Banking clients. Issues include but are not limited to: researching declines, increasing limits, researching payments and posting payments Determine where and how to apply incorrect payments Gather required documents for commercial accounts and input all new consumer and commercial applications Make outbound calls and emails as necessary to collect required documentation Send collection reports to officers; make collection calls to clients as requested by officers Coordinate payment efforts for clients in collections Reconcile payments on accounts and post payment files to system Assist agent banks with creating and distributing marketing materials as well as create training guides, tutorials and develop training presentations for agent banks Travel to multiple states providing onsite training for agent banks Develop agent bank websites and application links Perform back up duties for Correspondent Banking Client Services Representatives as needed Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS Bachelor's degree in finance, business, marketing or a related field Two (2) years of customer service experience Previous banking experience preferred Marketing experience preferred Web development experience is a plus Proficient in Microsoft Outlook, Word, Excel, PowerPoint and mainframe Experience handling highly confidential and sensitive material in a professional manner Basic knowledge of related federal and state banking compliance regulations and other Bank operational policies Effective organizational and time management skills Effective oral, written and interpersonal communication skills with the ability to carry out instructions, understand procedures and compose correspondence Ability to accurately type using a keyboard Ability to deal with difficult issues involving multiple facets and variables PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional presentations requiring public speaking to small groups Occasional lifting of basic office files or equipment up to 20 lbs Occasional travel out of state Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $36k-57k yearly est. Auto-Apply 13d ago
  • Lead Commercial Banking Business Development Representative

    Wells Fargo Bank 4.6company rating

    Birmingham, AL job

    About this role: Wells Fargo is seeking a Lead Commercial Banking Business Development Representative for clients with annual revenue of $25MM to $2B supporting the Alabama / Mississippi market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com In this role, you will: Lead complex market and other large scale planning efforts with Commercial Banking Business Development, by conducting competitive analyses, leveraging business tools, and applying market insights to identify areas of opportunity Review and analyze complex, multi-faceted or larger scale prospects' needs and Wells Fargo's offerings, considering profitability and risk to Commercial Banking Make decisions in complex and multi-faceted situations within the Commercial Banking Business Development group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve prospects' issues while achieving Wells Fargo's business objectives, by helping prospects navigate processes and escalating inquiries when needed; serve as a mentor for less experienced colleagues Identify and source complex prospects and engage in both cold and warm outreach, and lead team to employ strategies focused on generating new, profitable Commercial Banking relationships Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect Collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects Required Qualifications: 5+ years of Commercial Banking Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management Completion of formal credit training program Commercial banking account relationship management experience for clients with annual revenue of $25MM to $2B Established local in-market network with demonstrated knowledge of the Birmingham metro area and the broader Alabama / Mississippi market Demonstrated experience working collaboratively to deliver the organization to clients and prospects Demonstrated experience generating new client relationships, building and retaining long-term client relationships Experience identifying and mitigating risk, ensuring compliance with processes and procedures Excellent verbal, written, and interpersonal communication skills Job Expectations: This position is not eligible for Visa sponsorship Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Ability to travel up to 30 percent of the time #CommercialBanking Location: 1901 6th Avenue North, Suite 400 - Birmingham, Alabama 35203 Posting End Date: 5 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $29k-44k yearly est. 60d+ ago
  • Retail Operations Manager

    United Bank of Southwest Al & Northwest Fl 4.0company rating

    Frisco City, AL job

    The Retail Operations Manager has responsibility for the daily operations of the branch, including hiring, conducting performance reviews, and providing performance coaching and counseling. This ensures efficient service delivery, compliance with policies, and exceptional customer experience. This role involves supervising teller staff, managing cash operations, monitoring transactions, and supporting sales initiatives. The Retail Operations Manager ensures adherence to regulatory compliance, mitigates risks, and drives operational excellence while fostering a positive team environment. Additionally, they assist in training and coaching employees to enhance productivity and customer engagement. PRIMARY DUTIES & RESPONSIBILITIES: Manages branch operations, including teller transactions, account services, and cash handling. Ensures compliance with banking regulations, internal policies, and security protocols. Supports staff development through training, coaching, and performance management. Monitors and optimizes branch efficiency, addressing operational challenges proactively. Collaborate with Branch Manager to achieve branch sales and service goals. May assist with Branch Manager responsibilities in their absence. Handles escalated customer inquiries and provides effective resolutions. Conducts audits, reconciles accounts, and manages cash inventory. Promotes a culture of customer service excellence and teamwork. Ensures consistent, quality customer service experience, including handling customers' transactional needs. Follows all bank policies, processes, procedures, and internal audit requirements and adheres to applicable laws and regulations. May function in an account opening or account maintenance capacity, as needed. May function in a teller capacity, as needed. Any additional duties as assigned by management. SUPERVISORY RESPONSIBILITIES: Supervise Teller staff Carries out supervisory responsibilities in accordance with the organization's policies, procedures, and applicable laws. Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; performance management; employee compensation; approving expense reports; addressing concerns and resolving problems.
    $58k-101k yearly est. 28d ago
  • Participation Supervisor

    United Bank of Southwest Al & Northwest Fl 4.0company rating

    Atmore, AL job

    The Participations Supervisor is responsible for overseeing the bank's participation function within the operations division for United Bank. The role requires managing relationships with external lenders, posting/verification of all participation payments, sending/receiving of wires, and ensuring all participation loans comply with regulatory requirements and internal policies. PRIMARY DUTIES & RESPONSIBILITIES: Ensures timely & accurate processing of participation loans while adhering to compliance regulations and bank policies. Routinely prepares reports for loan participation portfolio and submits findings to senior Management. Assist with audit and exam request as needed. Builds and maintains relationships with both internal and external lenders, bank leadership team and other stakeholders. Any additional duties as assigned by Management. SUPERVISORY RESPONSIBILITES: Carries out supervisory responsibilities in accordance with the organization's policies, procedures, and applicable laws. Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; performance management; employee compensation; approving expense reports; addressing concerns and resolving problems.
    $31k-48k yearly est. 60d+ ago
  • Data Governance Analyst (Regulatory Reporting)

    Synovus Financial Corp 4.7company rating

    Homewood, AL job

    Provides technical expertise and supports activities related to data architecture for reporting services, and design expertise in data warehouses, data marts, and business intelligence enterprise reporting. Works with large and moderately complex data sets to evaluate, recommend, and support the implementation of business strategies. Identifies and compiles data sets using a variety of tools to help predict, improve, and measure the success of key business-to-business outcomes. Develops tools and processes to maintain a common, firm-wide data standard. Implements norms for creation and maintenance of common data dictionaries. Supports and maintains strategies to reduce data redundancy, increasing the consistency, quality, and confidence of data used for decision making. Works closely with team members on the daily execution of deliverables and assists less experienced team members as needed. Job Duties and Responsibilities * Provides technical expertise and supports activities related to data architecture for reporting services, and design expertise in data warehouses, data marts, and business intelligence enterprise reporting. Identifies ways to increase the use of business intelligence within the firm, designing end-to-end business intelligence solutions that provide insights and information for key decision-makers. * Ensures alignment with Synovus business architecture and strategy. Participates in and supports new business intelligence initiatives related to supported business area. Participates in meetings with managers and subject matter experts to define and gather requirements and overall objectives. * Works cross functionally with varying data owners across the organization to support the implementation of processes and procedures to ensure that governance, stewardship, transparency and control of Synovus data assets is maintained at all times. * Participates in testing of appropriate toolsets for data governance processes. Builds an enterprise data asset map and data dictionary. Works with Engineering to establish gating, data utilization policies, and external agency guidelines. * Executes system testing. Participates in the analysis and reconciliation of data and reporting projects and initiatives delivery. Maintains and reports all relevant product, site and customer metrics and applies findings to develop appropriate goals and projections. Creates documentation on data requests as they are fulfilled to include validation, testing and user acceptance. * Identifies opportunities for Master Data Management to standardize data definitions. Implements accurate and complete metadata. Identifies and exploits opportunities for enhanced Business Intelligence that align with the company's business architecture and strategy * Serves as a liaison between internal business customers and Information Technology on tactical projects building a close working relationship with all partners. Participates in new business intelligence initiatives related to the supported business area. Participates in meetings with managers and other subject matter experts to define and gather requirements and objectives. * Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. * Performs other related duties as required. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment. Minimum Education: * Bachelor's degree in computer science, information systems, or a related field or an equivalent combination of education and experience. Minimum Experience: * Five years of experience in Information technology including collecting business requirements related to usage of data, performing data mapping and conducting data quality assessments and developing, utilizing and writing new automation. Required Knowledge, Skills, & Abilities: * Understanding of reporting and/or visualization tools (e.g., Tableau, SSRS, SQL Server) * Knowledge of a variety of technologies, data models, and insights across all relevant data sources * Understanding of Governance principles * Understands concepts like data mining, extraction and analysis as it pertains to a specific bank pillar (e.g., Commercial, Retail, Wealth) * Analytical and critical thinking skills * Ability to quickly shift between technology stacks * Ability to mentor and train team members * Strong verbal and written communication skills Preferred Knowledge, Skills, & Abilities * Experience in one or more Synovus lines-of-business * Experience in the banking/financial services industry * Data Governance Expertise * Knowledge of data governance frameworks (e.g., DAMA-DMBOK). * Experience with data quality management (accuracy, completeness, timeliness). * Familiarity with metadata management and data lineage tools (Collibra, Informatica, Alation). Regulatory Reporting Knowledge * Understanding of Category 4 LFI requirements (FR Y-9C, FFIEC, Basel principles). * Ability to map data to regulatory reporting schemas. * Awareness of data privacy and compliance standards (GDPR, GLBA). Technical Skills * SQL proficiency for data validation and extraction. * Experience with data platforms (Databricks, Snowflake, or similar). * Knowledge of ETL/ELT processes and pipeline development. Risk & Controls * Ability to design and monitor data controls for regulatory compliance. * Familiarity with audit and exam processes for financial institutions. Communication & Collaboration * Strong ability to translate technical concepts into business language. * Experience working with cross-functional teams (Risk, Finance, IT). #LI-SR1
    $61k-81k yearly est. 7d ago
  • Summer Internship

    Servisfirst Bank 4.0company rating

    Servisfirst Bank job in Birmingham, AL

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Credit Analyst Intern is responsible for determining the creditworthiness of potential clients based on financial statements, borrowing history and market conditions. The analyst uses tools such as financial models, credit reports and key ratios to prepare appraisals which are provided for purposes of loan review and approval, as well as to determine terms of the loan. The incumbent will: Assist in updating electronic credit files by imaging related loan and financial documents Assist in conducting financial analysis and underwriting of credit for new loan requests and loan maturities Contact Loan Officers to request necessary financial information for analysis such as balance sheets, tax returns and financial statements Assist in determining the strength and/or weakness of the client's credit to determine the terms of the loan Run reports that show past or current maturities and request necessary information Generate and compile various monthly reports including but not limited to past due loans, maturing loans, collateral exception reports, outstanding appraisal fees, loan type summaries and internal credit administration auditing Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned MINIMUM QUALIFICATIONS Undergraduate student majoring in Finance, Accounting, Economics or a related field Excellent written and verbal communication skills Experience using Microsoft Outlook, Word and Excel Experience in a position requiring attention to detail and data analysis Excellent organizational skills and ability to multi-task Ability to work independently with little supervision PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $23k-30k yearly est. Auto-Apply 56d ago
  • Financial Systems Analyst

    Servisfirst Bank 4.0company rating

    Servisfirst Bank job in Birmingham, AL

    At ServisFirst, Our Name is Our Mission.
    $57k-78k yearly est. Auto-Apply 12d ago
  • Lead Commercial Banking Relationship Manager

    Wells Fargo 4.6company rating

    Birmingham, AL job

    About this role: Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to join our team, focused on serving companies across Alabama and Mississippi with annual revenues typically up to $100 million, who will bring strong credit expertise and deep product knowledge to drive new business development and build a high-quality portfolio. Learn more about the career areas and business divisions at wellsfargojobs.com In this role, you will: * Drive strategic customer selection by focusing on companies with annual revenues typically up to $100 million, aligning with growth objectives and market opportunity * Proven ability to develop and grow client relationships through a well-established professional network in markets across Alabama and Mississippi, supporting targeted business development and client acquisition efforts * Execute proactive customer engagement strategies to build comprehensive C&I relationships * Acquire, deepen, and retain client relationships through a disciplined and strategic outreach approach * Build comprehensive, cross-product relationships with core C&I prospective clients to drive long-term value * Position Wells Fargo as the primary or sole banking partner by developing holistic client relationships * Deliver proactive strategic guidance, insights, and thought leadership to add value and strengthen client partnerships * Leverage CRM tools effectively to manage and track customer and prospect interactions * Maintain accurate and complete relationship records to ensure visibility and continuity across teams * Document client engagement and calling activity in a timely and precise manner * Apply a disciplined approach to pipeline management to drive consistent business development results * Collaborate with internal partners to identify and recommend best-fit solutions tailored to client needs * Foster strong, cross-functional partnerships to enhance client experience and deliver integrated solutions Required Qualifications: * 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management * Completion of formal credit training program * Commercial banking account relationship management experience for companies with annual revenues typically up to $100 million * Established local in-market network with demonstrated knowledge of markets across Alabama and Mississippi * Demonstrated experience generating new client relationships, building and retaining long-term client relationships * Ability to drive new client acquisition by partnering across teams to cross-sell solutions, prioritize prospects, develop pursuit strategies, craft proposals, and lead onboarding through successful conversion * Experience identifying and mitigating risk, ensuring compliance with processes and procedures * Proven experience managing commercial banking relationships with a focus on client growth and retention * Excellent verbal, written, and interpersonal communication skills * Strong time management, organizational, and prioritization skills * Self-motivated and able to work independently with minimal supervision * Proven ability to build and maintain effective internal partnerships across functional teams * History of successful sales pipeline management and consistent performance * Strong in-market presence with an established network to support business development efforts Job Expectations: * This position is not eligible for Visa sponsorship * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process * Ability to travel up to 50 % of the time #CommercialBanking Location: * 1901 6th Avenue North- BIRMINGHAM, AL 35203 Posting End Date: 5 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $44k-75k yearly est. 17d ago
  • Relationship Banker LP - Eastwood Branch - Birmingham, AL

    Wells Fargo Bank 4.6company rating

    Birmingham, AL job

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: Participate in building relationships with customers and spend time understanding required needs Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers Present recommendations for resolving inquiries and service requests regarding customers' accounts Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers Provide information to internal partners and external sources to further enhance the customer experience Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs Provide self-service digital banking options to customers This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) Customer service focus with experience handling transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Strong verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Ability to be proactive, innovative, and creative in meeting customer and enterprise needs Ability to make client calls and actively participate in the sales development process Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer- coaching Experience assessing customer needs and recommending products/services to fulfill those needs Experience using business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (************************************************* provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting End Date: 4 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $21k-25k yearly est. 4d ago
  • Loan Specialist II - Commercial Flood Risk

    Servisfirst Bank 4.0company rating

    Servisfirst Bank job in Birmingham, AL

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Loan Specialist II - Commercial Flood Risk is responsible for the due diligence required for FDPA (Flood Disaster Protection Act) compliance for all transactions requiring special handling Life of Loan monitoring processes related to Lender Placed Insurance (LPI) and Policy Renewals. Interfaces with Flood Vendors, Line of Business (LOB) partners, Asset Managers, insurance agents, stakeholders to drive completion and resolution of file analysis. The Commercial Flood Risk Analyst is key to ensuring ServisFirst Bank is fully assessing flood related risk. Also, responsible for processing any or all of the following: Insurance Policies for all accounts with a balance in excess of $250,000, other collateral as requested, and Exception Clearing. The incumbent will: Communicate with Flood Vendors, LOB partners, Asset Managers, insurance agents, and stakeholders to drive completion and resolution of file analysis Perform all analysis and execution of the most complex transactions related to regulated pre-close approval, and Life of Loan (LOL) servicing requirements, including identification of Flood eligible collateral Lead and contribute to the oversight of all aspects of due diligence performed for compliance, and performing customer, loan and regulatory due diligence needed at each stage of the Life of Loan process Responsible for ensuring compliance with all bank policies, procedures, and regulatory requirements Responsible for managing complex portfolio exposure related to the FDPA (Flood Disaster Protection Act) program to include the identification, analysis, and risk mitigation in support of bank Flood policies, programs, and processes Perform qualitative or quantitative analysis to minimize the possibility of loss and the potential impact for a highly regulated portfolio Participate in development of recommendations for changes and/or risk mitigation opportunities to reduce or eliminate policy exceptions Ensure portfolios are maintained to highest standard of regulatory compliance, including updating the System of record to reflect lender placement, should that occur Provide guidance, assistance, and knowledge support to other team members. Ensure all Life of Loan activities and processes (policies, letters, notices, and coverage amount) are completed, packaged and the full file is submitted for the final comprehensive quality regulatory review Collaborate with Compliance and Risk Management regarding loan level scenarios related to policy and procedure interpretation to ensure compliance. Proactively escalates issues and takes ownership of resolution path Engage with the LOB partners, Asset Managers, Flood vendors, and stakeholders to drive completion and resolution of file analysis Support training needs of other team members and employees and keep current on own training requirements UCC continuations, amendments, and terminations as needed Name changes on UCCs and notify lenders when received Insurance policies received daily Reports weekly to ensure accounts have current insurance coverage Process Vehicle Titles for name transfers and liens and track for receipt Review of Mortgage Releases Imaging UCC, Insurance documents, and loan files when needed Collateral exceptions as needed Assist with special projects as needed Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS High school diploma or equivalent Three (3) or more years of related or similar experience Basic knowledge of commercial and consumer loan documentation and related regulations Ability to complete work in a timely fashion with little to no supervision while performing duties, as demonstrated in previous experience meeting regular production goals Experience working with Microsoft Outlook, Word and Excel PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained sitting at a desk or workstation Frequent use of PC, including typing or sustained attention to monitor Frequent typing using a keyboard and/or calculator Occasional lifting of basic office files or equipment up to 25 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $27k-63k yearly est. Auto-Apply 7d ago
  • Summer Internship- Credit Analyst

    Servisfirst Bank 4.0company rating

    Servisfirst Bank job in Huntsville, AL

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Credit Analyst Intern is responsible for determining the creditworthiness of potential clients based on financial statements, borrowing history and market conditions. The analyst uses tools such as financial models, credit reports and key ratios to prepare appraisals which are provided for purposes of loan review and approval, as well as to determine terms of the loan. The incumbent will: Assist in updating electronic credit files by imaging related loan and financial documents Assist in conducting financial analysis and underwriting of credit for new loan requests and loan maturities Contact Loan Officers to request necessary financial information for analysis such as balance sheets, tax returns and financial statements Assist in determining the strength and/or weakness of the client's credit to determine the terms of the loan Run reports that show past or current maturities and request necessary information Generate and compile various monthly reports including but not limited to past due loans, maturing loans, collateral exception reports, outstanding appraisal fees, loan type summaries and internal credit administration auditing Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned MINIMUM QUALIFICATIONS Undergraduate student majoring in Finance, Accounting, Economics or a related field Excellent written and verbal communication skills Experience using Microsoft Outlook, Word and Excel Experience in a position requiring attention to detail and data analysis Excellent organizational skills and ability to multi-task Ability to work independently with little supervision PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $32k-45k yearly est. Auto-Apply 60d+ ago
  • AI/IT Engineer I or II

    Synovus Financial Corp 4.7company rating

    Homewood, AL job

    Supports activities related to ensuring the overall health and modernization of organization-wide Information Technology system. Provides support to internal lines of business across the technology infrastructure including analysis, development, modification, installation, testing, and maintenance of hardware, software, networking, and security for a variety of systems. Troubleshoots issues, makes recommendations, and responds to and solves incidents and customer requests based on standard operating procedures and runbooks. Job Duties and Responsibilities: * Ensure system compliance with network and firewall security standards. * Support the integration of machine learning models and AI algorithms into existing IT systems and applications. * Monitor, troubleshoot, and resolve incidents relating to production AI applications. * Stay current with emerging AI technologies, frameworks, and best practices to continuously improve IT operations. * Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. * Performs other related duties as required. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment. Minimum Education: * Bachelor's degree in Computer Science, Engineering or other related technical field or an equivalent combination of education and experience. Minimum Experience * 0 to 3 years of experience supporting a variety of technologies and functions. Required Knowledge, Skills, & Abilities: * Understanding of distributed systems architecture and general knowledge of multiple technical disciplines * Understanding of software development life cycle and various components that make up the software pipeline * Scripting skills * Understanding of Windows server and Linux distros (RedHat preferred) * Understanding of a variety of network and security protocols * Knowledge of a variety of technologies and protocols * Ability to quickly shift between technology stacks * Verbal and written communication skills for technical and non-technical audiences Preferred Knowledge, Skills, & Abilities: * Familiarity with retrieval augmented generation (RAG) techniques. * Understanding of cloud hosting architecture and proper server management. * Knowledge of enterprise cloud security, firewall, and network concepts. * Ability to adapt to evolving regulatory requirements and emerging financial crime trends. #LI-SR1
    $83k-105k yearly est. 18d ago
  • Treasury Management Sales Officer

    Servisfirst Bancshares 4.0company rating

    Servisfirst Bancshares job in Birmingham, AL

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Treasury Management Sales Officer is responsible for developing business relationships with clients; promoting business for the Bank by providing exceptional quality customer service; and assisting in achieving established Bank goals through active participation in sales management as well as providing leadership, training and support to less experienced bank personnel. The Treasury Management Sales Officer will focus in particular on Treasury Management products, responding to referrals and serving as a subject matter expert in support of a full range of services offered to clients. The incumbent will: * Establish and provide training and service programs to orient clients in the operation and maintenance of Treasury Management products * Demonstrate services and products to prospects, when appropriate, through personal meetings or as part of a coordinated, multi-product sales presentation * Serve as liaison between current and potential clients and the Bank to resolve questions regarding Treasury Management products and services * Attend sales meetings and contribute as appropriate * Keep abreast of changes which might affect sales in assigned territory * Maintain account records, prepare sales call reports and ensure the accuracy of agreements * Initiate client relationships and also accompany relationship sales officer/manager on selling missions * Secure and renew orders, arrange delivery dates and coordinate order fulfillment of other treasury management products * Maintain contact with and service key accounts * Promote satisfactory client relations via follow-up and check-in calls * Work closely with bank personnel to ensure prompt service to clients * Provide field technical services to clients in compliance with service contract requirements * Provide banking solutions to clients by cross-selling appropriate products * Assist in preparation of proposals for new and existing contracts * Visit clients within assigned territory and address engineering or servicing problems * Conduct and/or attend quarterly Treasury Management departmental meetings * Conduct supervisory responsibilities in accordance with the organization's policies and applicable laws, including employee selection, appraisal, and management * Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS * Bachelor's degree preferred * Five (5) or more years of related experience * Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial account customers preferred * Working knowledge of Microsoft Outlook, Word, Excel and PowerPoint * Previous Internet Banking and Deposit Operations experience preferred * Knowledge of bank operations and products as well as basic accounting * Excellent customer service skills * Ability to deal with difficult issues involving multiple facets and variables in non-standardized situations PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: * Sustained standing and sitting * Frequent use of PC, including typing or sustained attention to monitor * Occasional presentations requiring public speaking to small groups * Occasional lifting of basic office files or equipment up to 20 lbs * Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $103k-130k yearly est. 8d ago
  • Branch Manager

    Servisfirst Bank 4.0company rating

    Servisfirst Bank job in Huntsville, AL

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Branch Manager is responsible for the overall management of the branch, including achieving sales goals; actively participating in selling and delivering all financial services provided by the Bank; managing the daily operations of the branch; resolving service related issues; promoting business for the Bank; and supervising the daily activities of branch personnel. This position helps the branch deliver exceptional quality customer service through opening accounts, responding to client requests, resolving service issues and providing work direction and coaching to other branch personnel as necessary. The Branch Manager has ultimate responsibility for the performance of the assigned branch. The incumbent will: Monitor overall productivity of the branch and progress toward performance goals Coordinate sales activities and support Bank promotions within the branch Review daily transactions to ensure accordance with rules and regulations of government agencies, regulatory bodies and securities exchanges Analyze operations to determine areas where cost reductions could be implemented or program improvements initiated Follow procedures for custody and control of assets, records, loan collateral and securities to ensure safekeeping Attend all sales and product knowledge training and promotional meetings offered in order to keep current on all issues Maintain knowledge of Bank policies and procedures Perform duties to satisfy auditing issues Assure that all branch general ledger accounts are maintained and reviewed daily, and that cash is in balance Perform activities to deepen and enhance existing relationships as well as to establish new client relationships Train and keep personnel informed on operational issues Manage weekly personnel work schedules to ensure business needs are met Review and approve completed timecards to ensure that work times are recorded accurately Maintain and compile attendance records for all branch personnel Perform personnel actions including performance evaluations, disciplinary actions and interviewing candidates for employment; supervise the daily activities of the branch including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS Undergraduate degree in finance or related field preferred High School diploma or equivalent required Four (4) years of work experience, demonstrating progressive responsibility including management responsibilities One (1) year banking or closely related financial services experience Personal Banking/New Account and Supervisory experience preferred Knowledge of bank operations and products Knowledge of basic accounting Knowledge of and training on federal and state consumer compliance laws Ability to review account information and assess client needs to recommend appropriate Bank products, as demonstrated in previous banking position Experience using Microsoft Outlook, Word and Excel Excellent communication skills, as demonstrated in previous position interacting with customers Excellent customer service skills PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional presentations requiring public speaking to small groups Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA
    $42k-55k yearly est. Auto-Apply 60d+ ago
  • Retail Market Manager III or IV - Daphne

    Synovus Financial Corp 4.7company rating

    Daphne, AL job

    Manages all functions, staff and daily operations of a full service branch including accountability for the growth of assigned retail market and portfolio. Oversees and is actively involved with business development efforts, primarily in small business lending, deposit acquisition, and customer retention. Builds personal relationships with customers, prospects and team members and is passionate about strengthening the community as a market leader. Coaches and develops team to expand and develop customer relationships while remaining focused on providing an exceptional customer experience. Executes corporate and market-based sales and marketing strategies. Hires and builds an effective branch team and models Synovus' culture and values. Ensures operational integrity by serving as the first line of defense with regard to preventing fraud and mitigating risk. Job Duties and Responsibilities * Manages functions and team members of a full service branch. Ensures overall branch success, including branch profitability, sales, customer experience, and team development. Creates, maintains and carries out the branch business plan and sales activity plan. * Owns the customer experience within the branch taking immediate action to resolve customer issues. Ensures ethical practices are followed in all activities related to the branch including operations, customer treatment and overall sales and referral activities. * Develops and maintains a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate. Ensures effective and timely management of loan portfolio including working all loan renewals, collateral exceptions, past due accounts and taking appropriate action on trouble loans. Delegates the majority of consumer lending activities to branch sales team. * Manages and participates in outside calling activities to small business owners. Collaborates with business partners such as private wealth, financial planning, commercial banking and other line-of-business segments to strategize and develop comprehensive banking relationships. * Uses sales management tools to proactively identify, retain and deepen current customer relationships and to identify and develop prospective clients or centers of influence. Serves as the primary contact for small business relationships within designated market. * Establishes and maintains relationships with community based organizations and actively serves in a leadership capacity in support of bank goals and programs. Establishes and maintains a strong sense of community within the branch. * Protects the assets of the bank by aggressively managing credit quality and minimizing losses. Reviews risk management reports and coaches team on risk-related and/or quality issues. Maintains prescribed security controls to protect the facility against criminal and fraudulent operations and unnecessary risks of exposure. * Ensures the operational integrity of the branch and ensures team compliance with bank regulations, policies and procedures. Keeps abreast of changes in federal and state banking regulations and ensures that changes are implemented in a timely fashion. Partners with Regional Operations Manager to address operational concerns. * Communicates key information to the branch team regarding changes to bank policies, procedures, products and services. Provides coaching and training to team members regarding the introduction or referral of products and services to customers. * Models Synovus' culture and values in everyday interactions with team members, customers and business partners. Promotes a positive work culture by increasing and supporting team member engagement and develops strategies that reinforce Synovus' culture and values. * Manages coaching, development and performance of team members. Supports team members by maintaining openness and approachability and engaging with each team member individually to understand how to most effectively motivate. * Manages the annual performance management and merit processes for direct and indirect reports. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters. * Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. * Performs other related duties as required. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an equal opportunity employer committed to fostering an inclusive work environment. Minimum Education: Bachelor's degree in Business Administration, Finance or related field or an equivalent combination of education and experience. Minimum Experience: Three years of experience managing a branch or department in the financial service industry of similar scope and scale with an outside business development focus and proficiency in small business lending; or three years experience in an outside business development lending role within banking, such as a business banker or private banker. Experience managing a team and portfolio with loans and deposits is required. Certifications: This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check. Required Knowledge, Skills, & Abilities: * Advanced knowledge of state and federal banking compliance regulations * Comprehensive knowledge of branch banking and operational functions, bank services and products, and related policies and procedures * Extensive knowledge of banking products including lending, deposits and investment areas * Thorough knowledge of consumer and small business lending, underwriting activities, and applicable terminology * Organizational and time management skills, with the ability to provide leadership, supervision and training * Strong customer service skills * Ability to coach, inspire, develop and lead a team to achieve results * Ability to continually support team members through individual development plans * Strong listening skills and a positive communicator * Aptitude for effective problem-solving * Proficiency using Microsoft Office software products Preferred Knowledge, Skills, & Abilities: * Recipient of sales awards * Leadership roles within community, such as local chamber or non-profit boards
    $52k-81k yearly est. 33d ago
  • Relationship Banker - Anniston Main Branch - Anniston, AL

    Wells Fargo 4.6company rating

    Anniston, AL job

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you will: * Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: * Participate in building relationships with customers and spend time understanding required needs * Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs * Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers * Present recommendations for resolving inquiries and service requests regarding customers' accounts * Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers * Provide information to internal partners and external sources to further enhance the customer experience * Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs * Provide self-service digital banking options to customers * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience * 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: * Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration * State Insurance license(s) * Customer service focus with experience handling transactions across multiple systems * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Strong verbal, written, and interpersonal communication skills * Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business * Ability to be proactive, innovative, and creative in meeting customer and enterprise needs * Ability to make client calls and actively participate in the sales development process * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Ability to follow policies, procedures, and regulations * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer- coaching * Experience assessing customer needs and recommending products/services to fulfill those needs * Experience using business acumen to provide financial services consultation to small business customers * Knowledge and understanding of financial services consumer lending products * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and employees Job Expectations: * Ability to work a schedule that may include most Saturdays * Adherence to Wells Fargo sales practices risk management culture * Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required * For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment * State Insurance license(s) are required for this role and must be completed within a specified period * Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (************************************************* provides the MU4R questions and registration required for employment in this position * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards * A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting End Date: 28 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $21k-26k yearly est. 17d ago
  • Loan Specialist II - Due Diligence

    Servisfirst Bank 4.0company rating

    Servisfirst Bank job in Birmingham, AL

    Job Description At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Loan Specialist II - Due Diligence is responsible for assembling loan documentation for commercial and consumer loans in accordance with regulatory requirements and Bank policy. Loan packages must be prepared accurately and forwarded for further processing in a timely manner in order to ensure quality service and minimize inconvenience to the customer. Because of market volatility and spikes in loan volume, the Loan Specialist II must be able to work under deadline pressure while still ensuring accuracy. The incumbent will: Review submitted pre-closing nCino Doc Prep Memo or nCino Credit Memo and documentation to ensure all documents necessary to process the loan have been received and address all outstanding exceptions Review and clear existing collateral exceptions on renewal loans prior to moving to Doc Prep Ensure all loan requests include proper approval to include aggregate debt, floors and fee waiver approvals Review in-house loan documentation for commercial, consumer and real estate loans in accordance with Bank policy and regulatory requirements, within 12 hours of receipt of completed supporting documentation package, to include complex loans Utilize external websites and vendors to acquire information to complete required information for loan packages Ensure all internal systems (nCino, Footprints, etc.) are updated in a timely manner Upon satisfactory documentation completion of loan package, submit to Doc Prep for review Train new hires and cross train all existing employees Maintain process manual on shared drive and compose procedures for any new processes Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS High school diploma or equivalent Three (3) or more years of related experience Extensive commercial and consumer loan documentation experience to include knowledge of collateral perfection and related regulations Excellent understanding of credit administration procedures as demonstrated in previous position gathering and assembling loan documents Experience working with no supervision while performing duties Excellent organizational and time management skills, as demonstrated by experience meeting deadlines Experience working with Microsoft Word and Excel PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sitting at a desk or workstation for long periods of time. Occasionally lifting and/or moving materials that weigh 1 to 25 pounds. Frequently typing using a keyboard and/or calculator. Normal office environment with constant comfortable temperatures and exposure to low noise level (e.g., faxes, phones, printers, etc.). EOE/AA
    $27k-63k yearly est. 8d ago

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ServisFirst Bank may also be known as or be related to SERVISFIRST BANCSHARES INC., ServisFirst Bancshares Inc, ServisFirst Bancshares, Inc., ServisFirst Bank, Servisfirst Bancshares, Inc. and Servisfirst Bank.