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Southside Bank jobs - 338 jobs

  • Commercial Construction Draw Specialist

    Southside Bank 4.5company rating

    Southside Bank job in Austin, TX

    Commercial Construction Draw Specialist FLSA Status: Non-exempt Reports to: Commercial Construction Draw Manager Benefits: Medical, Prescription Drugs, Dental, and Vision Insurance Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment 401(k) with a Match Basic, Voluntary, and Dependent Life Insurance Paid Time Off Paid Bank Holidays Workplace Wellness Programs Employee Assistance Programs Tuition Reimbursement Job Summary: Under general supervision, the Construction Draw Specialist assists in all aspects of processing construction draws for commercial borrowers. The construction draw process includes reviewing advance requests, ordering inspections and reports as appropriate and posting advances to the core system. Essential Functions: Reviews submitted draw requests from contractors and/or borrowers, ensuring they align with the project budget, loan agreements, and relevant documentation. Communicates with external vendors including third-party inspectors, surveyors, and title companies to gather project data and will input data into the draw monitoring system. Updates project completion progress in draw monitoring system in accordance with inspections. Communicates with lenders, lending assistants, borrowers, vendors on draw requests, including status updates, discrepancies, or any issues encountered when reviewing requests. Confirm that all necessary documentation, such as invoices, lien waivers, and inspection reports are accurate and complete. Requests and collects funds from participant and member banks on participated or syndicated loans, including sending rate notices as applicable Verify that all draw requests adhere to loan agreements, internal policies, and relevant regulations. Analyzes and address problems or issues as they arise, understanding when there is a sense of urgency. Has thorough understanding of the construction loan process. Maintains confidentiality of all sensitive Bank information. Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank's mission, CORE Values, and Blue Book culture guide. Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees. Participates in proactive team efforts to achieve departmental and company goals. Understands and agrees to abide by the policies and procedures established at Southside Bank. Responsible for complying with audit policies and procedures as they pertain to this position. Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank's Information Security Program. Must comply with all applicable laws and regulations. Additional Functions: Perform routine duties with minimal supervision using standard practices or procedures. Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources. Performs additional duties, as assigned or directed. Required Education/Experience: Associate's degree or equivalent from a two-year college or technical school; or a minimum of four year's related experience and/or training; or equivalent combination of education and experience. Familiarity with construction draw terminology, project phases, and common industry practices. Familiar with participation/syndication loans including both lead and purchased positions. Necessary Skills: Knowledge of financial institution policies, procedures and regulations preferred. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to clearly and effectively communicate with various stakeholders, both verbally and in writing. Critical thinking and problem-solving skills, with the ability to focus on detail work which includes the meticulous review of documentation ensuring accuracy in all aspects of the draw process while anticipating potential issues and next steps. Ability to add, subtract multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentage and to draw and interpret bar graphs. Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Strong skills in Microsoft Windows 7, Word, Excel, and Outlook. Intermediate skills in understanding and working with database input/output. Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment. Strong interpersonal skills. Highly motivated and a self-starter. Excellent customer service skills, and experience in direct customer interface environments is preferred. Physical Activity/Dexterity: Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials. Physical Environment Demands: Must be able to remain in a stationary position 90% of the time. The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone. Constantly positions self to operate on a computer. The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing. Working Conditions/Environment: Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation. Moderate noise (e.g. business office with computers and printers, light traffic). Work Schedule/Hours: Monday through Friday; 8:00am - 5:00pm. Available for overtime, as needed, to complete job task. Participates in an on-call rotation for after-hours support. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
    $51k-81k yearly est. Auto-Apply 21d ago
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  • Teller I

    Southside Bank 4.5company rating

    Southside Bank job in Tyler, TX

    Teller I Exempt Status: Non-Exempt Reports to: Branch Manager Branch: Lake Palestine In-Store Job Summary: To create a memorable experience that delivers consistent and value-added services dedicated to developing lasting customer relationships. Provide teller services including processing transactions such as deposits, withdrawals, cashing checks, and completing change orders with accuracy. Utilize knowledge and judgment to assure the validity of transactions processed, referring questionable items to an Assistant Branch Manager or above. Maintain a professional appearance in both dress and behavior. Essential Functions: Customer Service Perform Southside Bank's customer service standards with each customer interaction. Consistently perform with accuracy and efficiency to build customer confidence and trust. Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees. Meets or exceeds all operational and sales goals determined by retail management to include balancing, and attendance and others as applicable. Complete customer thank you calls and follow up of problem resolution as directed by management. Know the products and services offered by the Bank with the ability to recall and explain key benefits to the customer. Recognize each customer transaction as a cross-sell opportunity. Identify and respond to the needs of new and potential customer by listening and clarifying their needs. Direct customers as needed to other Southside departments. Maintain the security and confidentiality of all sensitive Bank information. Accurately communicate account information to customers. Operational Excellence Understand and agree to abide by the policies and procedures established at Southside Bank. Follows established policies and procedures to avoid fraudulent activity (verify identification, review account history and recourse, etc.). Follows compliance procedures and verifies accuracy of reporting applicable transactions such as CTRs, SARs, monetary logs, and Reg CC holds. Maintain cash drawer limits and responsible for meeting the balancing standards of the cash drawer on a daily basis, working in accordance with the Teller Over/Short Policies. Ensure that all cash outages are reported to management. Accept and verify customer deposits. Cash checks and process less cash transactions within authorized limits; obtain supervisor's approval to process transactions which exceed authorized limits. Perform special services as requested by customers, such as selling official checks, process cash advances and loan payments, completion of stop payments and cardholder claim statements and redeem savings bonds with accuracy. Continue professional development through training, seminars, membership in professional associations, as applicable. Responsible for complying with audit policies and procedures as they pertain to this position. Perform duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank's Information Security Program. Understands and agrees to abide by the policies and procedures established at Southside Bank. Must comply with all applicable laws and regulations. Perform collection item processing such as dealer drafts and foreign items. Team Relations Maintain a positive and caring atmosphere for customers and employees consistent with the Southside Bank's mission, CORE Values, and Blue Book culture guide. Contribute to a positive team environment with peers in and out of the branch. Participates in proactive team efforts to achieve departmental and company goals. Assist with opening and closing duties. Additional Functions: Participates in special projects as assigned. Complies with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources. Performs additional duties as assigned or directed. Required Education/Experience: High School Graduate or the equivalent required. Minimum 6 months cash handling or customer service experience preferred. Proficient in typing, 10-key calculator and data entry. Excellent oral and written communication skills. Completion and comprehension of the following Southside Bank instructor led classes: New Employee Orientation Teller Training, Teller Advanced and Professional Teller Physical Activity/Dexterity: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Sedentary physical activity performing non-strenuous daily activities of an administrative nature. Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials. Physical Environment Demands: Must be able to remain in a stationary position for 75% of the time. Constantly operates a computer and other office productivity machinery, such as a computer, scanner, computer printer, etc. The person in this position needs to frequently move about inside the branch location to assist customer's transactions, access different machinery, process cash, etc. Constantly positions self to maintain computers in the branch, including under the desks or in a different area of the branch. This person must be able to detect, recognize, and identify customers as they begin assisting them. Must be able to transport 25 pounds of coin a distance of 5-25 feet from a work station to the vault, up to five times a day, depending on how much coin is delivered that day. Motor branches - employee must transport the cash from work booth inside the branch. In-store branches - employee must transport the cash from the coin machine to a bag which is moved to the vault. Working Conditions/Environment: Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation. Moderate noise (e.g. business office with computers and printers, light traffic). Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
    $29k-32k yearly est. Auto-Apply 47d ago
  • Portfolio Relationship Manager - Data Centers

    Associated Bank-Corp 4.6company rating

    Houston, TX job

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth. In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals. What You'll Do: * Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions. * Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework. * Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis. * Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience. * Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth. * Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space. What You Bring: * 4+years of experience in credit underwriting, financial analysis, and portfolio management. * 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending. * 2+ years of expertise in financial modeling, risk assessment, and loan structuring. * 2+ years of proven ability to manage client relationships and negotiate deal terms. * 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access). * 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key. * Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required. Why Join Us? * High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership. * Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations. * Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment. * Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world. If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank is Pay Transparencycompliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $118,860.00 - $203,760.00 per year
    $58k-80k yearly est. 2d ago
  • Loan Administrator - CRE - Construction

    Associated Bank-Corp 4.6company rating

    Dallas, TX job

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Join Associated Bank's Commercial Real Estate (CRE) team. The Commercial Loan Administrator is responsible for facilitating the construction loan monitoring process within the Commercial Real Estate division. Their role ensures compliance with internal policies, regulatory standards, and operational procedures while maintaining data integrity and supporting the deal team and borrower throughout the loan lifecycle. Key Accountabilities Coordinate and oversee the construction loan monitoring process, ensuring timely, compliant, and accurate execution of borrower advances . Collaborate with Commercial Loan Services, Syndications, agent and member banks, title companies, inspecting architects and other stakeholders to resolve deal -related issues. Manage borrower communication and provide superior customer service to internal deal teams and borrowers throughout the construction draw process. Ensure compliance with Standard Operating Procedures (SOP), Loan Policy, regulatory requirements, and internal standard. Monitor and verify third-party reports, construction documentation and state lien law requirements for title practices and due diligence. Process construction loan draws, review due diligence, and confirm all post-closing and insurance items are satisfied before funding. Maintain data integrity across systems and documentation; identify and resolve internal issues proactively. Support syndication activities by managing loan documentation, timing, and funding when Associated Bank acts as Administrative Agent. Education & Experience Required: Bachelor's degree or equivalent combination of education and experience in Business, Finance, or Accounting. 3+ years customer service experience in a professional office setting. 3+ years experience in commercial or CRE finance, legal documentation, accounting, or data systems. Preferred: 3+ years experience in loan administration, including construction loan monitoring and/or loan closing. 3+ years experience reviewing and analyzing credit and loan documents. 3+ years commercial real estate due diligence review experience. Why You'll Love Working Here At Associated Bank, you'll join a team that values collaboration, accountability, and continuous learning. We invest in your professional growth and provide opportunities to make a meaningful impact on clients and communities. Apply today to make an impact and build your career with us. In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank is Pay Transparencycompliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $23.16 - $39.70 per hour
    $23.2-39.7 hourly 2d ago
  • QA Test Automation Lead, Data Warehouse

    Huntington National Bank 4.4company rating

    Remote or Dallas, TX job

    Huntington Bank is looking for a QA Test Automation Lead in our Data Lake and Data Warehouse team. In this role you will be part of a team working to develop solutions enabling the business to leverage data as an asset at the bank. As a QA Test Automation Lead, you will work to develop automation test strategies and frameworks ensuring all IT SDLC processes are documented and practiced, working closely with multiple technologies teams across the enterprise. Key technologies include Azure DevOps, Python, AWS S3, Snowflake, Zena, and DataStage. If you consider data as a strategic asset, evangelize the value of good data and insights, have a passion for learning and continuous improvement, this role is for you. Responsibilities: Lead quality assurance efforts for multiple concurrent projects focused on data ingestion and integration, ensuring alignment with banking regulatory standards. Design, implement, and maintain automated testing frameworks and CI/CD pipelines to support scalable and secure data operations. Develop and execute comprehensive test strategies covering System Integration Testing (SIT) and closely partner with the team for User Acceptance Testing (UAT). Collaborate with data engineers, developers, project managers, and compliance teams to ensure data quality, integrity, and traceability throughout the ingestion lifecycle. Drive continuous improvement in QA processes Design and implement a scalable test automation framework and strategy. Create daily/weekly test execution metrics and status reporting. Assist the Project Managers/Scrum Masters to drive project team to defect resolution. Leverage existing tools/techniques to streamline and automate wherever possible. Actively participate in walk-through, inspection, review and user group meetings for quality assurance. Actively participate in the review of project requirements, data mappings and technical design specifications. Analyze data, troubleshoot data issues, and create action plans to address data quality issues. Collaborate with project team on defect analysis and triage. Participate in production implementation verification and being accountable for validating system quality Basic Qualifications: Bachelor's degree 5+ years of ETL testing experience in data warehouse environment 3+ years of test automation experience 2+ years of experience with Snowflake and AWS 2+ Experience leading QA Analysts on a project team Preferred Qualifications: Experience in financial services (banking) industry. Strong experience with SQL, ETL testing, and data warehouse concepts (e.g., star/snowflake schema, OLAP) Proficiency in test automation tools such as Cucumber, Selenium, PyTest, or DBT tests. Experience with cloud data platforms (Snowflake, AWS). Familiarity with CI/CD tools (Azure DevOps). Excellent verbal and written communications skills. Ability to effectively prioritize and execute tasks. Detail oriented and highly motivated with strong organizational, analytical and problem-solving skills. #LI-MH1 #LI-BM1 #LI-Hybrid #Texas Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: 70,000.00 - 140,000.00 USD Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $91k-108k yearly est. Auto-Apply 31d ago
  • Sales Ops Service Mgr-RBC/CNB Synergies

    City National Bank 4.9company rating

    Remote or Austin, TX job

    WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Relationship Manager/Banking Advisor clients, and relieves the Relationship Manager/Bank Advisor from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, Mobile Banking, Online Banking, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported. WHAT WILL YOU DO? * Client Services * Act as primary liaison between the client and all areas of the bank. Perform follow up with all client requests to ensure completion and satisfaction. * Resolve client inquiries and complaints and take appropriate action to prevent future problems. Contact clients regarding overdrafts (or other related problems) and perform follow-up necessary to resolve situation. Determine appropriate method of approach. * Analyze client needs in order to cross-sell a wide variety of Bank services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, and Treasury Management. Maintain complete knowledge of all bank products and services. * Participate in cross sell activities with the Relationship Manager/Banking Advisor, as appropriate. * Risk Management/Compliance * Perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Prepare and approve (within authority) outgoing wire transfers. Initiate debit and credit entries to checking/saving accounts for transfers, branch settlements, loan payments, etc. Assist with inquiries and transactions related to mobile banking and online banking activities. * Review deposits and either approve, decline, or place holds on immediate credit based on knowledge of clientele, account balance, account history and other related factors, within delegated authority. Process/approve transfers, overdrafts, and waivers of fees, within specified authority limit. * Maintain up-to-date knowledge of account activity by reviewing various reports (e.g., overdraft reports, large item reports, UCF, New Accounts reports, etc.) on a daily basis. Identify potential problems and take appropriate action necessary to avoid financial loss to the Bank. * Ensure early identification and proper escalation of potential risk to appropriate level of authority. * Facilitate new deposit account requests by providing disclosures, gathering documents and initiate ongoing communication with the client. * Complete KYCs for new clients/entities/loans. * Approve items from Banking Offices, EIP, Non Post, etc. * Maintains and update DARS report. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 5 years' experience in client service, banking operations or banking relationship management support required. * Minimum 5 years' experience in a banking or financial services environment required * Minimum 5 years of experience with bank products and services (e.g. deposits, wealth management, cash management, international, etc.) required. *Additional Qualifications* * Bachelor's Degree preferred * Excellent risk management knowledge. * Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels. * Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires). * Excellent analytical skills. * Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook). *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#CA-DH \#LI-DH
    $65.3k-104.3k yearly 7d ago
  • Team Lead, Healthcare Commercial Banking

    Commerce Bancshares 4.4company rating

    Dallas, TX job

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $189,375.00 - $225,625.00 (Amount based on relevant experience, skills, and competencies.) About This Job The Commercial Banking Healthcare Banker's primary role will be to grow and retain profitable relationships within the healthcare segment, which will include large health systems and middle market entities. Responsible for soliciting new business opportunities with existing customers and targeted prospects. This position will be the focal point of the client relationship and will orchestrate client meetings with product partners and credit support staff. This position manages a group of relationship officers and will work with management to develop and execute a plan to deliver loan portfolio and ancillary solutions objectives are achieved. This role will also ensure that the department is adequately staffed and trained to meet current and future bank needs. Essential Functions Create plan for team to achieve goals by establishing new client relationships and identifying opportunities with existing clients and coach direct reports on targeted sales activities to maximize new business opportunities Ability to develop and coach team members with proven ability to achieve results through collaboration and teamwork Manage a team of Relationship Managers who serve the banking needs for a particular territory and/or industry, to ensure a high level of customer satisfaction and retention Ensure that the department is adequately staffed and trained to meet current and future needs Provide career counseling and ensure that succession planning is addressed for critical roles Review and analyze portfolio to reduce risk and enhance profitability Review credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyze industry/credit risk Participate in community and business functions and activities to ensure a positive image for the bank and to establish referral contacts Ensure compliance with all bank policies, procedures, regulations, and laws Oversee department workflow and effectively communicate decisions, priorities and relevant information to team members Provide guidance to employees on departmental projects/issues, coach and develop training plans, lead development conversations and answer day-to-day questions for team members Perform other duties as assigned Knowledge, Skills & Abilities Required Strong knowledge of full range of commercial products, credit policies, procedures and terminology Goal oriented with well-developed sales skills Strong strategic, analytical, and problem-solving skills Strong credit analysis skills, persuasive and negotiation skills Self-starter with strong decision-making skills and the ability to effectively communicate and interact with all levels of the company, clearly expressing ideas and concepts, both verbally and in writing Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements. Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required. Master's degree in Business preferred 5+ years of commercial banking experience required Lending experience in the healthcare industry preferred 1+ years leadership experience required Experience with structuring complex credit requests preferred For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Team Lead, Commercial Banking job and contemplates a wide range of factors that are considered in compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $189,375 to $225,625 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 200 Crescent Court, Dallas, Texas 75201 Time Type: Full time
    $189.4k-225.6k yearly Auto-Apply 60d+ ago
  • Contact Center Speech Analytics Program Leader

    Regions Bank 4.1company rating

    Texas job

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. **Job Description:** At Regions, the Program Manager will design, implement, and oversee ongoing program(s) and strategic projects at the corporate level for single or multiple business units. **Primary Responsibilities** + Supports, designs and implements key program(s) across Regions + Manages logistics, communications, marketing, and metrics for the program(s) managed + Assembles teams, assigns responsibilities, develops schedules, and determines and acquires resources + Serves as liaison between project team and functional area + Develops and manages overall plans to ensure work is assigned and completed on time + Maintains ownership during all phases of a program to ensure projects within are executed according to plans + Partners with multi-disciplinary teams across the organization to achieve desired outcomes + Serves as a member of a collaborative work team to create informative and entertaining programs of excellence + Measures, manages, and aims to improve program experience against metrics + Maintains professional knowledge of program standards and trends by attending seminars, consulting with other program professionals and reading trade publications + May work with sponsors and functional owners to organize and lead the implementation of process improvement initiatives + May serve as subject matter expert, point of contact and/or lead on related programs and special projects This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. **Requirements** + Bachelor's degree in Business Management, or related field + Five (5) years of experience + Experience in leading a small team and/or vendor relationships and the ability to lead a team comprised of various project managers, analyst, and/or vendors as required for larger initiatives **Preferences** + Master's degree in a related field + Project Management Professional (PMP) certification or related certification + Supervisory or managerial experience **Skills and Competencies** + Advanced concepts, practices, and procedures for analyzing business processes + Highly motivated with minimal need for direct supervision + Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.) + Proven ability of leading and influencing cross functional teams + Strong written and verbal communication skills, including ability to interact with senior business leaders Program Leader + Hands-on experience with NICE/Nexidia speech analytics tools or similar platforms (required) + Advanced proficiency with Microsoft Excel and PowerPoint for analysis and executive reporting + Strong background in contact center operations, data analysis, and customer experience metrics (VOC, CSAT, KDS) + Nexidia, CallMiner, or similar tool certification is a plus. This position must be within a reasonable driving distance to a Branch, Consumer Operations, or Professional Office Building with the primary location being for **Birmingham AL, Nashville TN or Kingwood TX.** Regions will not provide relocation assistance for this position, and relocation would be at your expense. Exceptions to the geographic location requirement may be made for current Regions associates who work remotely. **Position Type** Full time **Compensation Details** Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. **Job Range Target:** **_Minimum:_** $80,989.70 USD **_Median:_** $107,250.00 USD **Incentive Pay Plans:** This job may participate in an annual discretionary bonus plan. **Benefits Information** Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. + Paid Vacation/Sick Time + 401K with Company Match + Medical, Dental and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* **Location Details** Riverchase Operations Center **Location:** Hoover, Alabama Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $81k-107.3k yearly 15d ago
  • Trailer Technician

    Great Western Trailer 4.6company rating

    Houston, TX job

    Great Western Trailer (GWT) is actively hiring skilled and motivated Trailer Technicians to join our growing team at our Houston, TX facility. If you have experience in semi-trailer maintenance and repair and are looking for a company that values your skills and dedication, we encourage you to apply today. Be a part of our team - Apply now! What's in it for you? * Weekly Paychecks - Get paid on time, every time. * Weekday Schedule - Monday-Friday, 8:00 AM - 4:30 PM (No weekends!). * Comprehensive Benefits Package - Health, dental, vision, and life insurance. * 401K, Flexible Spending & Health Savings Account options. * Paid Time Off & Sick Leave - Enjoy work-life balance. * Employee Perks - Discounts, Employee Assistance Program, and a $400 Benefit Card. Who We're Looking For GWT is looking for dedicated individuals who are: * Quick Learners - Willing to follow instructions, ask questions, and grow their skills. * Team Players - Punctual, reliable, and able to work independently or collaboratively. * Detail-Oriented - Focused on quality, accuracy, and safety. Trailer Technician Responsibilities * Inspect and repair semi-trailers, including brakes, wiring, bodywork, lift gates, and more. * Install and replace add-on components such as toolboxes, winches, and ramp kits. * Perform fabrication and welding as needed. * Complete service reports and ensure all work meets quality and safety standards. Required Qualifications * Reliable transportation to and from work. * Own a personal set of hand tools. * Strong mechanical aptitude and experience with semi-trailer equipment and maintenance. * Ability to operate hand tools, power tools, and pneumatic tools safely and efficiently. * Willingness to work overtime when needed. Preferred Qualifications * Valid driver's license (a plus, but not required). * 3+ years of experience in semi-trailer repairs. * Industry certifications such as ASE or welding certification. * Bilingual (Spanish) is a valuable asset. Physical Demands & Work Environment * Frequent standing, walking, kneeling, and lifting (up to 50 lbs.). * Work may be performed in a shop, yard, or mobile service environment. * Exposure to mechanical parts, chemicals, fumes, and varying temperatures. * Moderate to loud noise levels. About Great Western Trailer Great Western Trailer (GWT) is a fast-growing Semi-Trailer Sales, Leasing, Rental, and Service company with 10 locations across 8 states-and more expansions coming soon! We operate in Fontana, CA; Albuquerque, NM; Phoenix, AZ; Grants Pass, OR; Dallas, TX; Houston, TX; Dearborn, MI; Salt Lake City, UT; Oklahoma City, OK; and Tulsa, OK. Apply Today! If you have the skills and passion for semi-trailer repair, we want to hear from you. Join a company that values your hard work and offers opportunities for career advancement. Apply now and take your career to the next level with Great Western Trailer in Houston, TX! This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.
    $35k-61k yearly est. 60d+ ago
  • Treasury Management Svcs Specialist 3

    Huntington National Bank 4.4company rating

    Remote or Dallas, TX job

    This Treasury Management Services Specialist 3 position in the ACH Department will assist with various functions that occur with day to day ACH processing. ACH processing is an electronic method for transferring credits and debits between financial institutions. Work hours for this position are Monday-Friday from 10:00am- 6:30pm EST. Duties & Responsibilities: Assist with processing inbound and outbound files meeting all established Federal Reserve deadlines. Meets Service Level Agreements for fraud, release date funding's, resets, risk, rejects, answering customer calls, research, GL entries, and inputs of ACH setup and maintenance in the PEP+ system. Fully cross trained and perform all department functions consistently meeting or exceeding established level of service level agreements and department standards for individual productivity and accuracy. Knowledge of ACH processing, understand NACHA rules to perform research function. Perform Quality Review on completed work. Ability to recognize and quickly fill production gaps as needed with minimal supervision. Ability to increase personal productivity levels as needed to meet the department processing deadlines. Communicates with internal colleagues and external customers via email or phone and written correspondence; exchange information and resolve ACH research issues by researching solutions and identifying the best plan of action. Manage changing priorities with ease and remain poised and professional when facing resistance or challenge. Provide excellent customer service. Adheres to Bank Policy and Procedures. Complies with Regulatory Requirements. Follows effective controls and processes to ensure risks are measured, monitored, and controlled. Ability to follow processes. Performs other duties as assigned. Basic Qualifications: High School diploma 3+ years of experience in banking/financial services Preferred Qualifications: Financial Institution related experience preferred. High degree of individual initiative and ability to work both independently and as a member of a team on multiple tasks and meet fast paced required deadlines. Excellent organization and prioritization skills with the ability to independently refocus based on changing workload. Experience working with other departments to quickly resolve outstanding items. Detail Oriented. Excellent written, verbal, and listening communication skills. MS Office Suite products (Excel, Word, Access), PEP+, TMIS, Passport, and Monarch experience preferred. #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $77k-97k yearly est. Auto-Apply 22d ago
  • Loan Operations Supervisor

    Southside Bank 4.5company rating

    Southside Bank job in Fort Worth, TX

    Loan Services Supervisor FSLA Status: Non-Exempt Reports to: Loan Operations Manager Benefits: Medical, Prescription Drugs, Dental, and Vision Insurance Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment 401(k) with a Match Basic, Voluntary, and Dependent Life Insurance Paid Time Off Paid Bank Holidays Workplace Wellness Programs Employee Assistance Programs Tuition Reimbursement Job Summary: This position plans, develops, organizes, directs, implements, controls, and monitors the Loan Services and Collateral Administration Departments for both consumer and commercial loans. Maintain a thorough knowledge of Loan Services and Collateral Administration functions and policies. Essential Functions Develops, recommends and administers goals, objectives and priorities concerning the proper functioning of the Loan Services and Collateral Administration Departments including all functions and activities. Oversees evaluates, monitors, and reports on the effectiveness of all aspects of Loan Services and Collateral Administration activities, including participation and syndications, booking, payment processing, reconciliation of loan general ledgers, exception tracking, force placed insurance for both hazard and flood policies, file review and compliance of audit and regulatory requirements as it pertains to the servicing of loans. Assists with system parameters and design to meet the needs of multiple departments. Reviews Bank loan reports; recommending and implementing methodologies to improve overall loan services activities and productivity. Analyzes, tests and trains employees for periodic software updates, and verify enhancements are working correctly. Interviews, hires, and trains employees, planning, assigning, directing work and employee performance management. Advises in the development, implementation, and administration of operational programs, processes, and procedures for optimal effectiveness and achievement of organizational goals and objectives, as well as to ensure that the Loan Services and Collateral Administration Departments maintain and enhance productivity. Reviews and recommends solutions to complex problems referred to by subordinates, requiring good judgment and frequent on-the-spot decisions. Ensures proper documentation of all departmental controls and procedures; ensures cross-checks within department for accuracy and compliance to policy and procedure, as well as applicable regulations. Authorizes exceptions to Loan Services and Collateral Administration procedures, when warranted and justified. Maintains a thorough and up-to-date knowledge of Bank policies and procedures, regulations, and servicing laws. Coordinates and assists with the training of department personnel to meet present and future operational requirements. Assigns work duties to team members. Maintains positive relationships and promotes efficiency among a group of workers. Plans and supervises the activities of others. Maintains confidentiality of all sensitive Bank information. Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank's mission, CORE Values, and Blue Book culture guide. Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees. Participates in proactive team efforts to achieve departmental and company goals. Understands and agrees to abide by the policies and procedures established at Southside Bank. Responsible for complying with audit policies and procedures as they pertain to this position. Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank's Information Security Program. Must comply with all applicable laws and regulations. Additional Functions: Provide leadership to others through example and sharing of knowledge/skill. Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources. Performs additional duties, as assigned or directed. Required Education/Experience: High School diploma or general education degree required. Minimum Five (5) or more years of loan operations experience; prefer bachelor's degree in business administration, finance or related area. Four or more years of supervisory experience is required. Knowledge of Jack Henry Silverlake core system and nCino workflow a plus. Knowledge of participation/syndication servicing is required Necessary Skills: Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to effectively present information to top management. Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral diagram, or schedule form. Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc. Ability to prioritize, organize, and delegate assignments. Physical Activity/Dexterity: Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials. Physical Environment Demands: Must be able to remain in a stationary position 90% of the time. The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone. Constantly positions self to operate on a computer. The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing. Working Conditions/Environment: Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation. Moderate noise (e.g. business office with computers and printers, light traffic). Work Schedule/Hours: Monday through Friday; 8:00am - 5:00pm. Available for extra hours, as needed. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
    $46k-79k yearly est. Auto-Apply 3d ago
  • Investment Consultant

    City National Bank 4.9company rating

    Remote or Austin, TX job

    *INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $101.2k-172.4k yearly 60d+ ago
  • Supervisor Mortgage Servicing Oversight

    City National Bank 4.9company rating

    Austin, TX job

    WHAT IS THE OPPORTUNITY? We are seeking a Supervisor Mortgage Servicing Oversight to lead our mortgage servicing operations with a focus on compliance and performance excellence. This role involves managing vendor relationships, ensuring subservicers meet contractual obligations and regulatory requirements.Key responsibilities include developing and implementing controls for servicing regulatory themes, conducting regular audits, and establishing a data scorecard to monitor key performance indicators. The supervisor will oversee training initiatives for subservicer staff, create standardized documentation practices, and prepare comprehensive reports for senior leadership.Managing all Servicing Escalations and Client Interactions:The supervisor will also handle escalation management with urgency, addressing any critical issues or breaches in service level agreements swiftly. This role requires effective communication with clients, ensuring their concerns are resolved promptly and professionally. Building strong relationships with clients and providing timely updates will be essential to maintain trust and satisfaction.Collaboration with internal departments such as Analytics, Legal, and Risk is essential to align vendor performance with compliance goals. A commitment to continuous improvement will drive the refinement of controls and processes in response to regulatory changes. WHAT WILL YOU DO? * Serve as the primary point of contact for sub-servicers, ensuring communication and coordination. * Monitor and evaluate sub-servicer performance against contractual obligations and performance standards. * Develop and implement controls for servicing regulatory themes to ensure adherence to compliance and legal requirements. * Conduct regular audits of subservicer operations and compliance practices. * Establish a data scorecard to track key performance indicators (KPIs) related to compliance and service delivery. * Analyze performance metrics to identify areas for improvement and drive corrective actions. * Implement training programs for subservicer staff on compliance standards and best practices. * Update training materials to reflect regulatory changes. * Define documentation standards to ensure consistency and accountability in operations. * Prepare and present detailed reports on vendor performance, compliance issues, and risk management to senior leadership. * Maintain a feedback loop to refine controls and scorecards based on performance data and stakeholder input. * Stay updated on regulatory changes and adjust processes accordingly. * Partner with internal departments (Analytics, Legal, Risk) to align vendor performance with organizational compliance goals. * Oversee default-related activities managed by subservicers, including collections, loss mitigation, bankruptcy, and foreclosure. * Address and resolve issues or breaches of service level agreements identified through monitoring and audits. * Build and lead the bank's mortgage department, focusing on strategy, staffing, and revenue goals. * Create a comprehensive suite of mortgage products and services. * Establish policies, procedures, and workflows to ensure compliance and operational efficiency. * Recruit, train, and manage Mortgage Loan Originators (MLOs) and operations staff. * Drive growth and profitability within the mortgage division. * Ensure underwriting standards are met and loans comply with regulatory and secondary market guidelines. * Manage vendor relationships and mortgage software applications. * Represent the bank in community and civic activities to enhance market presence. * Manage foreclosure and bankruptcy processes, overseeing files related to default law, including title issues and contested foreclosures. * Provide oversight of the sub-servicer's foreclosure and bankruptcy attorney network, ensuring proper case management and cost allocation. * Implement standardized processes and best practices for insurance policy placement to enhance customer experience and ensure compliance. * Conduct assessments and measurements of sub-servicing activities, particularly focusing on property and casualty insurance matters. * Establish rigorous quality control measures to maintain high standards of service and compliance. * Collaborate with stakeholders to evaluate the impact of climate factors on affordability, ownership costs, and Mortgage Servicing Rights (MSR) valuations. * Train team members and strategic partners on best practices related to foreclosure and bankruptcy. * Assist the Sub-Servicing Oversight Team in ensuring all sub-servicers and third parties comply with standards and regulatory requirements. * Engage with investors and insurers to advocate for policies beneficial to all stakeholders. * Undertake special projects or strategic initiatives as assigned by senior leadership. * Perform other duties as necessary, including travel. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 12+ years of mortgage servicing experience to include responsible risk management and strategic decision-making and ability to manage complex projects and initiatives * Minimum of 5 years of Mortgage Default Experience * Minimum of 5 Years of Mortgage Subservicing Experience *Additional Qualifications* * Deep knowledge of mortgage regulations and secondary market guidelines (Fannie Mae, Freddie Mac). * Running servicing operations and establishing an end to end servicing oversight control for a bank. * Strong leadership, communication, and analytical skills. * Proficiency in loan origination software (e.g., Encompass) and Microsoft Office. * Excellent leadership, consulting, and communication skills, including the ability to lead direct and indirect reports and influence all levels within the organization * Excellent negotiation skills and highly collaborative planning ability, excellent diplomacy, tact, judgment, problem-solving and decision-making skills * Ability to think critically and strategically and drive change; capability of successfully managing multiple projects concurrently * Strong quantitative, governance, and analytical abilities * Ability to solve complex problems and drive structure through ambiguity * Strong verbal and written communication skills with ability to provide effective challenge to senior management and cross functional leadership * Advanced proficiency in Microsoft Office technologies (PowerPoint, Excel, Word, Visio) *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $0 - $0 per hour. Exact compensation may vary based on skills, experience, and location. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $86k-109k yearly est. 6d ago
  • Treasury Management Advisor III- Corporate

    Huntington Bancshares Inc. 4.4company rating

    Remote or Farmers Branch, TX job

    As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities * Strategic Business Development: Target and win opportunities with large, complex clients using advanced consultative selling techniques * Existing Client Management: Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needs * Customized Solution Design: Lead the design of complex treasury solutions, coordinating with product specialists to address client needs * Product Pricing and Structuring: Develop and implement competitive pricing strategies and product structures tailored to meet the specific client needs * Negotiation & Deal Closing: Handle negotiations on pricing, contracts, and service-level agreements * Implementation Oversight: Ensure seamless transition from sales to implementation, coordinating with various teams * Client Portfolio Leadership: Oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions * Risk Management & Compliance: Manage risk and ensure compliance with relevant regulations * Sales Performance Management: Maintain and manage weekly and monthly sales results, ensuring timely and accurate pipeline management and monitoring to achieve sales targets * Strategic Contribution: Contribute to high-level sales strategy and product development feedback Basic Qualifications: * 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint. * 8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment. * Bachelor's degree in business or related field Preferred Qualifications: * Proven leadership and mentoring capabilities * Strong understanding of risk management and regulatory awareness * Certified Treasury Professional (CTP) or equivalent high-level treasury certification * Master's degree (MBA or similar) in a relevant field * Recognition for outstanding performance in treasury services sales or corporate banking * Established network of industry contacts and involvement in industry associations * Deep knowledge of treasury services/products and industry applications * Proven high sales performance and client relationship growth * Excellent communication, negotiation and presentation skills * Strong analytical and strategic planning abilities * Proficient in treasury technology and systems #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Applications Accepted Through: 01/23/2026 Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled. Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $32k-47k yearly est. Auto-Apply 19d ago
  • Portfolio Manager

    City National Bank 4.9company rating

    Remote or Houston, TX job

    WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals. WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors and clients. * Act in a leadership role and as technical resource for advisors. * Ensure that advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the relationship. * Prepare client presentations. * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. * Facilitate and conduct individual meetings and presentations. * Operate and represent RBC Rochdale with the highest level of integrity and work ethic. * Account and Portfolio Management * Manage an assigned group of investment portfolios. * Work closely with clients and advisors, advising them on strategies to achieve investment goals. * Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. * Trade implementation and strategic rebalancing for new and existing client accounts. * Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client. * Manage cash flow, reinvestment and liquidity requirements. * Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed. * Attend client meetings. * Business Development * Work with advisors to acquire new business, work on bringing in additional assets from existing clients. * Investment Strategy/Trading and Research * Demonstrate expert knowledge of both internal and external investment solutions. * Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues. * Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets) * Risk Management and Compliance * Follow appropriate Regulation 9 process. * Accurately complete various compliance related reporting in a timely manner. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Master's Degree * A minimum of 10 years of investment management experience * CFA - Charter Financial Analyst * FINRA Series 7 and 66 securities *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,548 - $208,711 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $122.5k-208.7k yearly 48d ago
  • Sr. Commercial Review Appraiser

    City National Bank 4.9company rating

    Remote or Austin, TX job

    *COMML REVIEW APPRAISER SENIOR* WHAT IS THE OPPORTUNITY? The Commercial Real Estate Review Appraiser is responsible for the engagement of third-party vendors and review of appraisal reports for the Bank's real estate secured loans and related supporting functions. This position works to minimize risk by conducting valuation research, analysis and providing guidance and recommendations to the lending and credit risk staff. The Commercial Real Estate Review Appraiser will be evaluating a variety of property types, including but not limited to, industrial, multi-family, office, retail shopping centers, special use, etc. WHAT WILL YOU DO? * Primary responsibility is to manage the full process of a valuation request from the procurement of the appraisal report to the completion of the review report. * Develops scope of work for soliciting appraisals bids in line with internal appraisal selection process and provides lending team with recommendations. * Maintain effective communication with engaged vendors and manage issues/field questions to maintain the integrity of the appraisal assignment. * Reviews the quality and accuracy of appraisal reports to ensure compliance with federal and state regulations, including FIRREA, Interagency Appraisal and Evaluation Guidelines, Uniform Standards of Professional Appraisal Practice (USPAP) and internal Bank policies, as well as review the reasonableness of the value conclusion (if warranted, develop an internal value conclusion). * Coordinates the resolution for any appraisal deficiencies with third party vendors and request revisions, as well as being a liaison between lending team and appraiser regarding any appraisal disputes. * Monitors regulatory standards and industry guidelines for any changes that impact the real estate valuation process; assists with updating related internal policies, procedural manuals, and research libraries. * Familiarity with trends in local markets, being knowledgeable of economic and industry changes, and applying that knowledge to ascertain the accuracy and quality of appraisal reports under review. * May complete internal real estate market evaluations on commercial or residential properties where an appraisal report is not required. * Provide support to the department on additional responsibilities as directed. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7 years of experience appraising and/or reviewing appraisals of various commercial property types for a financial institution required. * Minimum 5 years of experience in real estate, banking or financial industry * Property/Real Estate Management\Certified Real Estate Appraiser *Additional Qualifications* * Strong written and oral communication skills with an ability to effectively communicate between the lending team and third-party vendors. * Proficiency with Microsoft Word, Excel and cash flow software applications such as Argus; familiarity with appraisal order management software. * Must have a clear understanding and knowledge of USPAP and federal appraisal regulatory requirements. * Strong analytical and research skills; developed technical writing ability. * Proven ability to be self-motivated and manage multiple projects simultaneously in order to meet deadlines and quality standards. * Strong problem resolution and analytical skill; ability to make objective decisions based on analysis of data within restricted time frames. * Familiarity with environmental assessment reports is a plus. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $70,000 - $130,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $70k-130k yearly 40d ago
  • Relationship Banker I

    Southside Bank 4.5company rating

    Southside Bank job in Irving, TX

    Relationship Banker I Exempt Status: Non-Exempt, Full Time Reports to: Branch Manager Benefits: Medical, Prescription Drugs, Dental, and Vision Insurance Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment 401(k) with a Match Basic, Voluntary, and Dependent Life Insurance Paid Time Off Paid Bank Holidays Workplace Wellness Programs Employee Assistance Programs Tuition Reimbursement Pay: $17.75 +/ depending on banking experience Job Summary: To create a memorable experience that delivers consistent and value-added services dedicated to developing lasting customer relationships and discovering opportunities for new business. Provides teller services including processing transactions such as deposits, withdrawals, and cashing checks. Processes new accounts and cross-sells other need-based products and services. Utilizes knowledge and judgment to ensure the validity of transactions processed, accounts opened and refers questionable items to an Assistant Branch Manager or above. Maintain a professional appearance in both dress and behavior. Essential Functions: Customer Service Performs Southside Bank's customer service standards with each customer interaction. Consistently performs with accuracy and efficiency to build customer confidence and trust. Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees. Completes customer thank you calls and follow up of problem resolution as directed by management. Meets or exceeds all operational and sales goals determined by retail management to include balancing, and attendance and others as applicable. Knows the products and services offered by the Bank with the ability to recall and explain key benefits to the customer. Recognize each customer transaction as a cross-sell opportunity. Identify and respond to the needs of new and potential customer by listening and clarifying their needs. Direct customers as needed to other Southside departments. Maintains the security and confidentiality of all sensitive Bank information. Accurately communicates account information to customers. Identifies and responds to the needs of new and potential customers by listening and clarifying their needs. Refers customers as needed to other Southside departments. Operational Excellence Understands and agrees to abide by the policies and procedures established at Southside Bank. Follows established policies and procedures to avoid fraudulent activity (verify identification, review account history and recourse, etc.). Follows compliance procedures and verifies accuracy of reporting applicable transactions such as CTRs, SARs, monetary logs, and Reg CC holds. Maintains cash drawer limits and responsible for meeting the balancing standards of the cash drawer on a daily basis, working in accordance with the Teller Over/Short Policies. Ensure that all cash outages are reported to management. Accepts and verifies customer deposits. Cash checks and process less cash transactions within authorized limits; obtain supervisor's approval to process transactions which exceed authorized limits. Performs special services as requested by customers, such as selling official checks, process cash advances and loan payments, completion of stop payments and cardholder claim statements and redeem savings bonds with accuracy. May include notary services and helping customers with account reconciliation and problem resolution. Communicates disclosure requirements and regulations to customers in accordance with regulatory guidelines, provides disclosures and brochures as needed. Continues professional development through training, seminars, membership in professional associations, as applicable. Responsible for complying with audit policies and procedures as they pertain to this position. Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank's Information Security Program. Must comply with all applicable laws and regulations. Performs collection item processing such as dealer drafts and foreign items. Team Relations Maintains a positive and caring atmosphere for customers and employees consistent with the Southside Bank's mission, CORE Values, and Blue Book culture guide. Participates in proactive team efforts to achieve departmental and company goals. Provides leadership to others through example and sharing of knowledge/skill. Contributes to a positive team environment with peers in and out of the branch. Assists with opening and closing duties. Performs additional duties as assigned or directed. Additional Functions: Participates in special projects as assigned. Complies with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources. Performs additional duties as assigned or directed. Required Education/Experience: High School Graduate or the equivalent required. Minimum six month cash handling or customer service experience preferred. Proficient in typing, 10-key calculator and data entry. Excellent oral and written communication skills. Completion and comprehension of the following Southside Bank instructor led classes within the first 6 months of employment : New Employee Orientation Teller Training, Teller Advanced and Professional Teller New Accounts Product Knowledge Back to Basics Customer Service Physical Activity/Dexterity: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Sedentary physical activity performing non-strenuous daily activities of an administrative nature. Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials. Physical Environment Demands: Must be able to remain in a stationary position for 75% of the time. Constantly operates a computer and other office productivity machinery, such as a computer, scanner, computer printer, etc. The person in this position needs to frequently move about inside the branch location to assist customer's transactions, access different machinery, process cash, etc. Constantly positions self to maintain computers in the branch, including under the desks or in a different area of the branch. This person must be able to detect, recognize, and identify customers as they begin assisting them. Must be able to transport 25 pounds of coin a distance of 5-25 feet from a work station to the vault, up to five times a day, depending on how much coin is delivered that day. Motor branches - employee must transport the cash from work booth inside the branch. In-store branches - employee must transport the cash from the coin machine to a bag which is moved to the vault. Working Conditions/Environment: Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation. Moderate noise (e.g. business office with computers and printers, light traffic). Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
    $17.8 hourly Auto-Apply 13d ago
  • Commercial Relationship Specialist

    Regions Bank 4.1company rating

    Austin, TX job

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. **Job Description:** At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking to include Commercial Banking and/or specialized business segments of Agricultural Banking, Government and Institutional Banking, Small Business Administration, and Franchise Lending. **Primary Responsibilities** + Assists Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate + Acts as point of contact for Commercial Banking clients for all servicing requests related to client relationship + Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc. + Compiles reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting + Facilitates and manage credit application workflow as it applies to the appropriate credit channel including collecting financial information from client, submitting facility application and managing loan workflow to closing + Manages post-closing requirements including tickler requirements and exception citing's + Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner + Acts as liaison between Credit Products and the Commercial Team with both underwriting and paralending processes and procedures. Manage due diligence requirements from field + Assists Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations and building prospect information files + Opens new deposit products for clients + Works closely with Treasury Management team to successfully onboard new Treasury Management clients as well as provide guidance to Treasury Management clients to the appropriate resource for servicing + Maintains client records for both loan and deposit accounts for clients + Maintains OneView administrative data to include updating client contact information, merging client records, manage pipeline reports for renewals and create prospect/COI records + Manages data organization within RGA to ensure client records are properly grouped for accurate 360 reporting + Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. **Requirements** + High School Diploma or GED and three (3) years general banking experience + Or, a Bachelor's degree and two (2) years banking or client support experience **Preferences** + College degree Business banking experience strongly preferred including business or commercial lending. _This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._ **Position Type** Full time **Compensation Details** Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. **Job Range Target:** **_Minimum:_** $49,087.50 USD **_Median:_** $60,133.50 USD **Incentive Pay Plans:** This job is not incentive eligible. **Benefits Information** Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. + Paid Vacation/Sick Time + 401K with Company Match + Medical, Dental and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. *********************************************** **Location Details** Downtown Austin **Location:** Austin, Texas Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $49.1k-60.1k yearly 60d+ ago
  • Treasury Management Officer III

    Fifth Third Bank 4.6company rating

    Dallas, TX job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Member of a highly productive, industry leading team of treasury professionals. Responsible for business development (new and cross-selling), client service excellence, client retention, and client consultation. Revenue growth and client retention are paramount. Self-sourcing, networking externally, and partnering with key team members (within the local affiliate and/or group) to drive business. Responsible to prospect with internal partners. Work with a One Bank team to understand clients' and prospects' business environments, strategies, and industries to best determine the financial needs and appropriate working capital management solutions to provide. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. #LI-JB1 ESSENTIAL DUTIES AND RESPONSIBILITIES: * Must be able to persuasively articulate Fifth Third's value proposition to both internal and external clients to influence the outcome within the sales process. * Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects. * Demonstrate ability to understand payment processes. * Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients. * Understand competitions' capabilities and gaps and how to position 5/3's services against them. * Prepares and deliver quarterly client service reviews to clients. * Expected to develop personal relationships with C-suite and senior management decision makers at client and prospect organizations. * Devise and execute a plan to exceed sales goals. * Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision. * Actively manage a pipeline using the CRM tool. * Maintain lines of communications with RMs individually and as a group. * Review sales goals with RMs and ensure RMs are advised of calling strategies. * Educate and advise RMs of new TM product development initiatives. * Assess knowledge level of individual RMs and bring each up to a minimum standard. * Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients. * Work closely with assigned client specialists to ensure excellent client service on an on-going basis. * Assist with general bank communications to clients. * Take ownership and deliver timely resolution of client issues. * Develop knowledge of internal resources for accurate response to client issues. * Understand and communicate implementation time-line to align with client expectations. * Ensure proper account documentation and all requisite agreement execution. * Communicate recurring or serious product issues to management. * Recommend viable solutions to improve client service. * Leadership MINIMUM KNOWLEDGE, SKILLS AND ABILTIES REQUIRED: * Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred. * CTP certification. * 6 years of experience in a treasury management /commercial banking sales is required. * Demonstrated record of consistently exceeding performance goals. * Possess a strong desire to constantly strive to improve oneself. * Must have strong client interaction skills and has demonstrated the ability to influence the outcome of a sales process. * Requires the aptitude for powerful presentations and negotiation skills with internal and external clients. * Demonstrated ability to articulate the benefits of strong working capital management solutions to clients. * Proven product and sales knowledge sufficient to help mentor new team members. * Demonstrated knowledge of a wide array of treasury management products. * Excellent oral and written skills. * Basic proficiency in PC software (MS Office). * Technical Treasury Management competencies. * Understanding of Treasury Management, Payments and Commerce products and solutions. * Ability to build new & existing client relationships. * Ability to evaluate client needs. * Advanced understanding of financial statement analysis. * Ability to provide strategic treasury advisory services. * Understanding of investment management techniques. * Basic understanding of loan structuring. * Understanding of financial management principles. * Advanced understanding of accounting techniques. Treasury Management Officer III At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Dallas, Texas 75240 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $82k-97k yearly est. Auto-Apply 16d ago
  • Teller I

    Southside Bank 4.5company rating

    Southside Bank job in Whitehouse, TX

    Teller I Exempt Status: Non-Exempt, Full-time Reports to: Branch Manager Branch: Whitehouse Main Pay: $16.00 per hour (+ for experience) Benefits: Medical, Prescription Drugs, Dental, and Vision Insurance Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment 401(k) with a Match Basic, Voluntary, and Dependent Life Insurance Paid Time Off Paid Bank Holidays Workplace Wellness Programs Employee Assistance Programs Tuition Reimbursement Job Summary: To create a memorable experience that delivers consistent and value-added services dedicated to developing lasting customer relationships. Provide teller services including processing transactions such as deposits, withdrawals, cashing checks, and completing change orders with accuracy. Utilize knowledge and judgment to assure the validity of transactions processed, referring questionable items to an Assistant Branch Manager or above. Maintain a professional appearance in both dress and behavior. Essential Functions: Customer Service Perform Southside Bank's customer service standards with each customer interaction. Consistently perform with accuracy and efficiency to build customer confidence and trust. Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees. Meets or exceeds all operational and sales goals determined by retail management to include balancing, and attendance and others as applicable. Complete customer thank you calls and follow up of problem resolution as directed by management. Know the products and services offered by the Bank with the ability to recall and explain key benefits to the customer. Recognize each customer transaction as a cross-sell opportunity. Identify and respond to the needs of new and potential customer by listening and clarifying their needs. Direct customers as needed to other Southside departments. Maintain the security and confidentiality of all sensitive Bank information. Accurately communicate account information to customers. Operational Excellence Understand and agree to abide by the policies and procedures established at Southside Bank. Follows established policies and procedures to avoid fraudulent activity (verify identification, review account history and recourse, etc.). Follows compliance procedures and verifies accuracy of reporting applicable transactions such as CTRs, SARs, monetary logs, and Reg CC holds. Maintain cash drawer limits and responsible for meeting the balancing standards of the cash drawer on a daily basis, working in accordance with the Teller Over/Short Policies. Ensure that all cash outages are reported to management. Accept and verify customer deposits. Cash checks and process less cash transactions within authorized limits; obtain supervisor's approval to process transactions which exceed authorized limits. Perform special services as requested by customers, such as selling official checks, process cash advances and loan payments, completion of stop payments and cardholder claim statements and redeem savings bonds with accuracy. Continue professional development through training, seminars, membership in professional associations, as applicable. Responsible for complying with audit policies and procedures as they pertain to this position. Perform duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank's Information Security Program. Understands and agrees to abide by the policies and procedures established at Southside Bank. Must comply with all applicable laws and regulations. Perform collection item processing such as dealer drafts and foreign items. Team Relations Maintain a positive and caring atmosphere for customers and employees consistent with the Southside Bank's mission, CORE Values, and Blue Book culture guide. Contribute to a positive team environment with peers in and out of the branch. Participates in proactive team efforts to achieve departmental and company goals. Assist with opening and closing duties. Additional Functions: Participates in special projects as assigned. Complies with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources. Performs additional duties as assigned or directed. Required Education/Experience: High School Graduate or the equivalent required. Minimum 6 months cash handling or customer service experience preferred. Proficient in typing, 10-key calculator and data entry. Excellent oral and written communication skills. Completion and comprehension of the following Southside Bank instructor led classes: New Employee Orientation Teller Training, Teller Advanced and Professional Teller Physical Activity/Dexterity: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Sedentary physical activity performing non-strenuous daily activities of an administrative nature. Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials. Physical Environment Demands: Must be able to remain in a stationary position for 75% of the time. Constantly operates a computer and other office productivity machinery, such as a computer, scanner, computer printer, etc. The person in this position needs to frequently move about inside the branch location to assist customer's transactions, access different machinery, process cash, etc. Constantly positions self to maintain computers in the branch, including under the desks or in a different area of the branch. This person must be able to detect, recognize, and identify customers as they begin assisting them. Must be able to transport 25 pounds of coin a distance of 5-25 feet from a work station to the vault, up to five times a day, depending on how much coin is delivered that day. Motor branches - employee must transport the cash from work booth inside the branch. In-store branches - employee must transport the cash from the coin machine to a bag which is moved to the vault. Working Conditions/Environment: Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation. Moderate noise (e.g. business office with computers and printers, light traffic). Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
    $16 hourly Auto-Apply 27d ago

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Southside Bank may also be known as or be related to SOUTHSIDE BANCSHARES INC, Southside Bancshares Inc, Southside Bancshares, Inc. and Southside Bank.