As a Private Banking Relationship Manager, your day will be filled with opportunities to manage full client relationships, provide financial services for specific or special banking needs, and develop new business. Lending and customer service experience is important while Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate's skills and to further his/her career goals for advancement within the banking profession.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
Provide extensive personalized service to customers with specific or special banking needs
Develop and expand a portfolio of clients within the affluent customer segment by selling the full range of SYB products and services in a highly consultative, needs based manner
Meet or exceed goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market share
Execute prospecting and sales plan in a manner that is proactive and designed to increase SYB's market share within the affluent customer segment
Manage quality of specific portfolio by following lending procedures and policies, comply with all applicable laws and regulations, perform adequate credit analysis, and maintain proper credit files
Evaluate loan requests and approve credits within approved authority
Submit credit requests above authorized limits to Division Manager
Support Bank's commitment to community involvement by serving on external charitable Board of Directors and by attending functions
Perform other duties as assigned
Job Requirements
The successful candidate will have the following qualifications:
BS/BA in business, finance or related field and/or related experience in lieu of degree
Minimum of 2 years lending experience
Proven ability to give exceptional customer service
Proven business development experience
Self-starter
Excellent written and verbal communication skills
Professional appearance and demeanor
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
$62k-86k yearly est. 9d ago
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Desktop Support Technician
Stock Yards Bank & Trust 4.7
Stock Yards Bank & Trust job in Louisville, KY
As a Desktop Support Technician, you will be the first point of contact for end users in a physical Windows pc environment. Troubleshooting and resolving computer hardware, software, and printer problems reported to the helpdesk. Essential Duties and Responsibilities:
Provide Tier 1 troubleshooting of computer hardware/software/ printer problems
Basic Network troubleshooting
Setup/ Relocate equipment for new/ transferring employees
Assist in hardware/software implementation/ deployment activities
Provide user account administration
Provide support for user's mobile devices with MDM
IT project participation
Gather required information for requests to be escalated to T2 or advanced teams
Other Functions
Utilize helpdesk tracking software
Assist with creating & maintaining procedures for the team
Onsite support & equipment setup at remote locations
Working Conditions:
Works in office setting
Travel to branches as needed
Minimum Job Requirements:
Education:
High School or GED Equivalent
Experience:
1-2 years of experience in a helpdesk support environment or educational equivalent.
Strong working knowledge of Microsoft Windows OS and Microsoft Office 365 applications, including Outlook in an Exchange M365 environment.
Specific Skills:
Ability to troubleshoot and resolve hardware and software problems
Ability to communicate technical material in "user friendly" manner
Detail oriented
Self-motivated, Dependable, Timely
Demonstrate initiative
Practice active learning skills
Ability to prioritize tasks and multi-task various work activities
Ability to work flexible schedules
Ability to combine pieces of information and form relationships or conclusions about unrelated material
Use critical thinking skills to identify strengths and weaknesses of various solutions
Capability to communicate and collaborate with all levels of management and employees
Demonstrate active listening skills
Professional appearance and demeanor
Licenses:
Driver's License Required
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Prolonged sitting at a desk while troubleshooting and documenting tickets
Clear vision(with or without correction) to read screens, cables and labels
Frequent computer use, including keyboarding and mouse use
Hearing and speaking ability to communicate with users in person or by phone
Occasional travel between departments and branches
$40k-48k yearly est. 9d ago
Commercial Loan Operations Team Lead
Republic Bancorp, Inc. 4.8
Louisville, KY job
"Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!" Grade 10 About Republic Bank
Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It's one of the reasons we've been named as one of the Best Places to Work in Kentucky for ten years! For more information about the company, please visit *********************
POSITION PURPOSE AND OBJECTIVES
The Commercial Loan Operations Team Lead is responsible for overseeing the commercial loan documentation daily workflow for all commercial lending, creation, coordination, compliance, and review of commercial loan documents to the Bank's policies and procedures. This position will also be responsible for reviewing all closing packages to determine if all necessary documentation has been completed as well as making sure all approval terms have been accurately included in the loan documents. Additionally, this position will be responsible for training all new associates within the department to ensure all specialists have been trained on day-to-day tasks. Including the processing of Complex commercial transactions that will include review and negotiation of attorney prepared loan documents as well as coordination of closings with Bank approved closing attorneys.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
MINIMUM QUALIFICATIONS
* Four years of commercial loan closing experience required.
* Three years of commercial loan documentation experience required.
* Previous supervisory experience preferred.
* Proficiency in Microsoft Office products and internet applications.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES
* Setup and analyze all incoming loan files on the Bank's loan operating system for all due diligence items needed to accurately document the loan according to the Bank's guidelines and compliance standards.
* Coordinate internal activities with the lending team to work toward an anticipated closing date.
* Coordinate external activities with title companies, attorneys, surveyors, and other pertinent parties.
* Work with the lending team to ensure all necessary documentation is collected and stored on the Bank's loan operating system according to the Bank's guidelines and compliance standards.
* Make decisions involved in the negotiation of the loan documents within approval limits and escalate any language that requires additional approval.
* Review business & trust documentation to determine authorized signers and entity information.
* Complete daily workflow on files to ensure rescript of all necessary documentation by using the commercial loan operating system.
* Demonstrate understanding of all loan products, lending authority, and Bank Policy and procedures as they pertain to commercial lending.
* Determine and clear documentation exceptions and track for trailing items in the commercial loan operating system.
* Review loans for proper approval and processing completion; knowledge of proper commercial loan documentation necessary to protect the Bank.
* Ensures that all loans are being disbursed properly, meet compliance guidelines, and completed within department set SLA's.
* Deliver loan documentation to closing attorneys and loan officers in timely manner.
* Review all commercial loan packages for proper documentation, determine if all commercial loan closing documents were returned and comply with all Quality Review requirements.
* Responsible for overseeing the daily workflow of assignments to the team to achieve desired outcomes.
* Responsible for aiding and training the team on specialized tasks.
* Review and verify all applicable loan documentation to ensure quality standards are met in accordance with department guidelines.
* Serve as back up to the Manager as needed.
* Prepares all documentation for extensions, modifications, and new commercial loans as needed.
* Oversee the post-closing functions.
* Responsible for the general ledger accounts tasked to our area including but not limited to the Lereta (Tax Service) system, including reviewing the bill for accuracy.
* Responsible for implementation of all procedures to ensure proper training of all associates.
* Serves as a department resource for continued education within the department.
* Responsible for department reporting, including research that may be needed and the review of ongoing reports.
* Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
* Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
* Willingly perform all other duties and projects as assigned.
INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED
* Excellent verbal and written communication skills for communication with branch personnel, loan officers, commercial lending staff, attorneys, etc.
* Self-motivated and work in a team environment
* High energy level and strong sense of urgency
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate.
OTHER REQUIREMENTS
* Regular and predictable physical presence at the worksite is an essential function of this position.
* Travel between Republic Banking facilities may be required including occasional out of town travel.
* Flexible work schedule may include some evenings, weekends and/or overtime.
* Stay abreast of new developments, best practices, and statutory and regulatory changes.
The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities, or requirements.
$32k-47k yearly est. 60d+ ago
Business Banking Operations Analyst
Stock Yards Bank & Trust 4.7
Stock Yards Bank & Trust job in Louisville, KY
As a Business Banking Operations Analyst aka Treasury Operations Analyst, your day will be filled with opportunities to perform product and service support to Treasury Management Officers, Relationship Officers and external Treasury Management customers.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
Provide WOW service to both internal and external customers with a sense of urgency and sensitivity to customer issues.
Maintain relationships with client base and other internal departments to improve business performance
Respond promptly to all customer requests via phone, face-to-face or via online channels
Take ownership of customer issues and follow-up on outstanding requests and escalate issues when necessary
Install, train and provide technical and mechanical support for all Treasury products and services for new and existing customers
Order equipment and monitor invoicing of equipment
Maintain all aspects of the customer data base, to include exposure limits and renewal dates
Prepare department documents for imaging Acquire, retain and translate product knowledge, to include software and equipment enhancements to both internal and external customers
Follow established policies and procedures in the set-up and maintenance of all Treasury Management products and services within the department.
Support the processes to ensure all Treasury Management Support audits meet or exceed requirements.
Participate in the testing and implementation of new products, services, software and hardware.
Maintain working knowledge of all Treasury Management systems Assist with training to other team members and customers as needed.
Assist in the training to account officers as needed on new systems, upgrades to existing systems and internal processes.
Perform duties to monitor and assist with risk limit documentation requirements.
Assist with product installation/implementations using phone, PC and on-site visits as needed.
Job Requirements
The successful candidate will have the following qualifications:
BS/BA in business/finance or equivalent banking experience with High School/GED education
3 years banking experience with knowledge of treasury management products and services preferred.
Strong written and verbal communication skills executed through phone, face to face and computer.
Able to work collaboratively with those inside and outside the organization
Good analysis and research skills
Professional appearance and demeanor
Adapts well to change
Team oriented
Customer oriented
Strong time management and analytical skills
Demonstrated initiative
Proficient in Microsoft Office programs, particularly Word and Excel
CCM/CTP/AAP Certification Preferred
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
$56k-69k yearly est. 9d ago
Bilingual Contact Center Rep
Republic Bank Careers 4.8
Louisville, KY job
“Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!“
Starting Rate: $18.00 hourly
About Republic Bank
Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It's one of the reasons we've been named as one of the Best Places to Work in Kentucky for ten years! For more information about the company, please visit www.republicbank.com.
POSITION PURPOSE AND OBJECTIVES:
The Contact Center Representative is responsible for providing outstanding service to all that contact Republic Bank, client, or non-client. This position will strive to provide accurate information to all inquiries while following departmental procedures and bank policies to achieve their individual performance goals.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
MUST be fluent in Spanish & English!
MINIMUM QUALIFICATIONS:
• Six months call center experience Preferred.
• Previous banking experience Preferred.
• Familiar with Microsoft Excel, Word, and Teams programs.
• Ability to navigate through multiple computer systems Required.
• English/Spanish speaking and reading ability Required.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
• Answer inbound calls in a timely, professional manner; make outbound calls as directed. Ensure client satisfaction by resolving client research in a prompt and timely manner.
• Effectively use bank resources, procedure manuals and reference materials to independently service client inquiries when necessary.
• Provide account information and perform necessary research.
• Resolve basic client inquiries with a strong emphasis on cross-selling bank products and services.
• Protect client information by following department security guidelines and procedures.
• Transfer calls to appropriate Republic Associates and Departments when necessary.
• Review client accounts, and enthusiastically offer bank products that complement the client relationship. Required to meet all individual service standards.
• Consistently strive to provide one call resolution; escalate any issues/questions that arise to a supervisor.
• Follow department best practice standards for providing excellent service and selling bank products.
• Stay current on changes to products, procedures and policy of the bank and the department.
• Successfully complete necessary training and testing to advance servicing skills.
• Ensure adherence to scheduled shift start times and break times to optimize availability.
• Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
• Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
• Willingly perform all other duties and projects as assigned.
INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED:
• Self-motivated and work well in a team environment.
• Requires a high energy level and strong sense of urgency.
• Excellent communication, customer service skills, telephone etiquette and grammar.
• Ability to work in a fast-paced environment and learn quickly.
• Exhibit good organizational and problem-solving skills.
• Possess the decision-making ability to offer a variety of solutions.
• Comfortable with emerging technologies.
PHYSICAL REQUIREMENTS:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate.
OTHER REQUIREMENTS:
• Travel between Republic Banking facilities may be required.
• Flexible work schedule that will include some evenings, weekends, and overtime.
• Stay abreast of new developments, best practices, and statutory and regulatory changes.
**The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities, or requirements.
$18 hourly 11d ago
Commercial Lending Paralegal
Stock Yards Bank & Trust 4.7
Stock Yards Bank & Trust job in Louisville, KY
This position works with in-house counsel for the lending divisions, and assists in managing the use of outside legal counsel by individuals throughout the bank as well as drafting complex loan document provisions and bank forms. The position reports to Deputy Counsel and supports operational, corporate and regulatory matters within lending and ensures that loans that are documented externally or internally are documented according to policy and the requirements in the loan approval. The position provides risk assessment and recommendations concerning loans. This position shall have strong knowledge of Bank Loan Policy and assist others internally and externally with compliance with that Loan Policy.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
Assists in-house counsel to provide all lending areas guidance on legal compliance according to Bank Loan Policy and specifics of loan approval.
Draft Loan Document forms and special provisions as required.
Review approvals of credit in Credit Quest and provide support documenting the Loan according to the approval.
Monitor and review loan documentation to ensure compliance with all laws and regulations as well as Loan Policy and ensure closed loans are consistent with their approved terms and conditions.
Advise lending staff on the proper legal structure of notes, participations, UCC filings and other legal documents.
Assist in formulation of bank policy as to various legal, risk, compliance and credit issues.
Work with internal and external parties to ensure standardization of language in compliance with Loan Policy and to mitigate risk.
Review loan documents, title, surveys, organizational documents and other legal due diligence prior to and after closing of loans to ensure and confirm compliance.
Review and monitor collateral technical exceptions.
Verify liability insurance of outside counsel on an annual basis.
Maintain outside counsel approved list.
Perform administrative duties for Deputy Counsel.
Other functions as required
Job Requirements
The successful candidate will have the following qualifications:
College Degree or Paralegal Degree preferred
Minimum 5 years' experience working with Loan Documents and closings in a law firm setting.
Knowledge of banking and corporate law.
Strong organizational skills.
Excellent verbal and written communication skills.
Ability to multi-task.
Familiarity with revocable and irrevocable trusts.
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
$47k-59k yearly est. 9d ago
Assistant Branch Manager - Dixie Highway
Stock Yards Bank & Trust 4.7
Stock Yards Bank & Trust job in Louisville, KY
As an Assistant Branch Manager aka Management Associate, your day will be filled with opportunities to assist customers with a wide variety of retail banking needs and provide back-up and support to the Office Manager. Customer service and cash handling experience combined with math and balancing accuracy skills are important while Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate's skills to further his/her career goals for advancement within the banking profession.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
Retain and expand current customer relationships
Open new accounts, perform account maintenance, process and close loans
Consultative Selling - Engage existing clients and prospects to uncover needs and offer solutions
Perform Service Associate duties including, but not limited to, processing deposits, withdrawals, cashing checks, balancing a cash drawer and processing teller work through image capture
Assist with team building & motivation - Track results vs. goals, conduct weekly team meetings and coach employees
Supervise staff on a limited basis to support Office Manager - Assist with interviews, performance appraisals, employee development, disciplinary actions and scheduling
Lead, exemplify and coach to 212º commitment to service
Responsible for customer relations including complaints and inquiries
Responsible for office operational processes
Maintain up to date with changes in bank operational policies and procedures while making recommendations to improve efficiency
Represent the bank at community functions
Other functions as required.
Job Requirements
The successful candidate will have the following qualifications:
High School Diploma or GED equivalent - BS/BA business related field preferred
2+ years of banking experience.
Banking knowledge beneficial, computer skills (Microsoft Office, Excel, Word)
Organizational skills
Ability to adapt to a changing environment.
Excellent communication skills, both written and verbal
Ability to function independently in a multi-task environment, as well as part of a team
Professional appearance and demeanor
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with some walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate. While performing the duties of this job, the employee is regularly required to use hands and fingers, handle or feel, reach with hands and arms, and talk or hear. May stand for long periods on the teller line. The associate must occasionally lift and/or move up to 15 pounds.
$47k-59k yearly est. 9d ago
Sr Benefits Specialist
Republic Bank Careers 4.8
Louisville, KY job
“Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!“
Grade 11
About Republic Bank
Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It's one of the reasons we've been named as one of the Best Places to Work in Kentucky for ten years! For more information about the company, please visit www.republicbank.com.
POSITION PURPOSE AND OBJECTIVES
This role is primarily responsible for design, implementation, and administration of the bank's retirement, wellness and ancillary benefits. This includes managing program development and execution to ensure that the company provides benefits that attract, retain, and motivate associates while supporting the company's profitable growth vision. This position also acts as backup and a supporting role as needed for all other benefits programs. This role requires the ability to successfully multi-task and demands a high level of discretion and independent judgment.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
MINIMUM QUALIFICATIONS
• Minimum of 6-8 years of experience in benefits function with strong technical understanding of benefits program design, management, and administration.
• Demonstrated ability to administer benefits and execute against long-term goals for development.
• Strong knowledge of benefit laws and regulations required.
• Proficiency in Microsoft Office applications is required and experience with UKG Pro HRIS and EMB/PlanSource systems a plus.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES
Description - % of Time Spent
Benefits Administration & Communication - 40%
• Independently administer associate retirement plan programs, including 401(k) and Employee Stock Purchase Plan (ESPP), and wellness benefits, including fitness center reimbursement, tobacco cessation program, telemedicine and tuition reimbursement.
• Prepare and execute, with legal consultation, benefits documentation, such as plan documents, summary plan descriptions, plan summaries, rate sheets and other required notices.
• Analyze data from plan reviews, trends and plan design to create wellness and benefit utilization programming.
• Prepare and coordinate benefit education and benefit awareness efforts, including communication, activities, campaigns and annual Total Compensation Statements.
• Develop creative communication strategy to engage associates utilizing a variety of media.
• Partner to conduct departmental and associate meetings for enrollment and benefit information as needed.
• Drive associate understanding and culture of well-being through development of effective communication tools and resources.
• Audit and reconcile related invoices.
Address Associate Benefits Inquiries - 25%
• Independently apply procedures, policy manuals, knowledge base, and other reference materials to assist in answering associate/manager inquiries and resolving issues promptly.
• Resolve escalated associate service issues as it relates to benefits and supporting programs.
• Ensure associates are properly enrolled in benefit plans and resolve system eligibility and service issues in a timely and courteous manner.
Measurement and Continuous Improvement - 15%
• Measure effectiveness of current benefit programs, including trend analysis and cost-control/risk assessment factors, and provide creative recommendations for on-going enhancements.
• Stay current on the latest benefits trends and makes recommendations to ensure the bank maintains a competitive edge.
• Engage in continual process improvement activities and projects while collaborating with Payroll, Recruiting, HRIS vendor and vendors.
• Proactively seek areas to automate benefit processes and implement innovative and strategic enhancements to our current benefits policies and programs.
• Participate in benefit surveys and benchmarking exercises, research potential benefit design and/or program changes and present recommendations and analysis to leadership.
Vendor Management and Compliance - 15%
• Serves as the day-to-day point of contact with related vendors to escalate issues, seek systemic resolution and maintain efficient working relationships.
• Oversee the necessary file interfaces between Republic and vendors to ensure proper data reporting to support administration and compliance.
• Review of vendor contracts and insurance policies. Instructs insurance carriers, trustees and other administrative agencies outside the company to effect changes in benefits programs.
• Manage vendor relationships to drive benefit process efficiency and compliance resulting in overall associate satisfaction and fiscal responsibility.
• Collaborate with Broker to vet and integrate new benefits and vendors.
• Serves as a member of the Retirement Committee and is responsible for recording the minutes of all meetings.
• Ensure that all benefit plans are compliant with state/federal regulations, including audits.
Other Responsibilities - 5%
• Partner with Benefits team on open enrollment process and the implementation and testing of new plans with internal team.
• Partner, collaborate, and backup Benefits team to support other benefit plans and programs as needed.
• Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
• Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
• Willingly perform all other duties and projects as assigned.
INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED
• Ability to maintain confidentiality and appropriately handle sensitive information with tact and discretion.
• Ability to work professionally with a variety of people and personalities.
• Strong oral and written communication skills.
• Ability to serve as a strategic partner, with sound technical and analytical skills, good judgment, and a strong operational and strategic focus.
• Ability to meet deadlines and handle potentially highly stressful situations.
• Ability to multi-task while adjusting to changing priorities.
• Excellent verbal and written communications skills.
• Must be self-motivated and able to work in a team environment.
• Requires a strong sense of urgency and ability to work independently.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate.
OTHER REQUIREMENTS
• Travel between Republic Banking facilities may be required including occasional out of town travel.
• Flexible work schedule may include some evenings, weekends and/or overtime.
• Stay abreast of new developments, best practices, and statutory and regulatory changes.
$40k-49k yearly est. 5d ago
Personal Banker Associate I - Louisville South
Fifth Third Bank 4.6
Jeffersontown, KY 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:
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.
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.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs with respect to the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act with confidence by answering customer questions and owning customer issues.
Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
Adhere to established policies and procedures while opening/servicing the full range of Retail products.
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
College degree or work experience providing transferrable skills, or, combination of education and experience.
Experience in the financial industry preferred.
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
WORKING CONDITIONS:
Normal office environment.
Extending viewing of computer screens.
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
Travel outside of the affiliate will be required for various classroom training sessions.
Personal Banker Associate I - Louisville South
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.
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 -- Louisville, Kentucky 40299
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.
$30k-36k yearly est. Auto-Apply 25d ago
Collateral Specialist
Stock Yards Bank & Trust 4.7
Stock Yards Bank & Trust job in Louisville, KY
As a Collateral Specialist, your day will be filled with opportunities to process and set up collateral records, ticklers and clearing of loan exception as well as perfecting the banks collateral position. Banking experience in loan processing is important to function successfully in this position while Stock Yards Bank will provide a professional environment to continually improve the candidate's skills to further his/her career goals for advancement within the banking profession.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
System set up of collateral records and ticklers
Lien Perfection of titles, UCC's, Mortgages and any other collateral taken
Clearing of Loan Exceptions
File loan documents in file room and review collateral documents for completeness prior to sending to jurisdiction for perfection
Other duties as assigned
Provide highest level of quality service
Customer contact with internal and external customers.
Work closely with all personnel in Loan Operations.
Be able to make decisions within limits set within the Loan Operations Department.
Job Requirements
The successful candidate will have the following qualifications:
Completion of four years of high school or equivalent required.
Previous loan processing is required, preferably one to two years.
General banking specific to loan processing is required.
Requires attention to detail.
Ability to effectively communicate with internal and external customer, co-workers and management.
High level of organization and attention to accuracy and detail is required.
Strong interpersonal skills and the ability to handle sensitive issues with tact, discretion, and diplomacy.
Knowledge of Premier Navigator preferred
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. Some lifting of boxes that will need to be shipped off for retention is required. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
$66k-102k yearly est. 9d ago
Bank Teller - Southern IN Float
Stock Yards Bank & Trust 4.7
Stock Yards Bank & Trust job in New Albany, IN
As a Bank Teller aka Service Associate, your day will be filled with opportunities to complete face-to-face customer banking transactions, sell and cross-sell bank products and services, and provide exceptional customer service. Customer service and cash handling experience combined with math and balancing accuracy skills are important while Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate's skills to further his/her career goals for advancement within the banking profession.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
Exemplify our 212 commitment to service
Process deposits, withdrawals, cash checks and balance a cash drawer
Cash checks following SYB check cashing policy
Sell official checks
Process and balance teller work through image capture
Consultative Selling - Engaging customers and prospects to uncover needs and offer solutions
Open new accounts and perform account maintenance
Retain and expand customer relationships
Process and close loan request (If loan trained)
Assist customers with questions and/or concerns
Participate in weekly team meetings
Job Requirements
The successful candidate will have the following qualifications:
High School Diploma or GED equivalent
PC proficiency
Banking experience preferred
Good communication skills - both written and verbal
Professional appearance and demeanor
Basic Word and Excel knowledge
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with some walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate. While performing the duties of this job, the employee is regularly required to use hands and fingers, handle or feel, reach with hands and arms, and talk or hear. May stand for long periods on the teller line. The associate must occasionally lift and/or move up to 15 pounds.
$26k-30k yearly est. 9d ago
Risk Analyst
Republic Bank Careers 4.8
Louisville, KY job
“Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!“
Grade 10
About Republic Bank
Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It's one of the reasons we've been named as one of the Best Places to Work in Kentucky for ten years! For more information about the company, please visit www.republicbank.com.
POSITION PURPOSE AND OBJECTIVES
This position plays a key role in supporting the enterprise risk management function by conducting in-depth risk assessments, analyzing data, and contributing to the development and execution of risk strategies. This role collaborates across departments to ensure risks are identified, monitored, and effectively communicated, enabling informed decision-making and a strong risk culture.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
MINIMUM QUALIFICATIONS
• Minimum of 4 years' experience in risk management, compliance, audit, or financial services, required.
• Strong analytical, critical thinking, and problem-solving skills.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook); experience with GRC tools, preferred.
• Familiarity with risk frameworks and regulatory expectations, preferred.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES
Description - % of Time Spent
Risk Identification & Assessment - 40%
• Conduct and document enterprise risk assessments in collaboration with First Line of Defense and leadership.
• Analyze internal and external data to identify trends, emerging risks, and potential vulnerabilities.
• Maintain and enhance the enterprise risk register, ensuring accuracy and completeness.
• Facilitate risk workshops and interviews to gather insights from stakeholders.
• Assist with development of Risk & Control Self-Assessments mapping and documentations through participation in end-to-end process walkthroughs and deep dives with the First Line of Defense.
• Evaluate new products, services, and initiatives for potential risk exposure.
• Support the development of risk awareness and training materials.
Controls Testing, Monitoring & Reporting - 40%
• Execute the Bank's second line of defense Enterprise Risk Framework by testing controls identified in the risk identification process and validation of issues.
• Monitor key risk indicators (KRIs) and control effectiveness across the organization.
• Monitor reported risk events, conduct root cause analyses ant track remediation efforts for completion.
• Prepare risk dashboards, reports, and presentations for senior leadership and risk committees.
• Track and report on risk events, issues, and mitigation progress.
• Assist in the development and maintenance of risk reporting tools and templates.
• Support internal and external audits and regulatory examinations by providing relevant risk documentation.
Risk Program Management - 20%
• Assist the Risk Management Officer on executing and reporting on Enterprise Risk functions such as Model Risk Management, Third-Party Risk Management, and other components.
• Assist in the development and refinement of risk management frameworks, policies, and procedures.
• Contribute to the maintenance of the Risk Appetite Statement and related governance documents.
• Collaborate with business units to develop and track risk mitigation plans.
• Recommend process improvements to enhance risk identification and response capabilities.
• Support the integration of risk considerations into strategic planning and operational decision-making.
• Review and update internal procedures to reflect evolving practices and regulatory requirements.
• Support the ongoing development, implementation and enhancement of enterprise-wide taxonomies, including but not limited to Risk Taxonomy, Process Taxonomy, Control Taxonomy, promoting consistency in risk identification, control mapping and reporting.
• Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
• Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
• Willingly perform all other duties and projects as assigned.
INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED
• Demonstrates initiative and accountability in managing risk-related tasks.
• Strong interpersonal and communication skills, with the ability to influence and collaborate across teams.
• Adaptable and solutions-oriented, with a continuous improvement mindset.
• Committed to integrity, transparency, and professional growth.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate.
OTHER REQUIREMENTS
• Travel between Republic Banking facilities may be required including occasional out of town travel.
• Flexible work schedule may include some evenings, weekends and/or overtime.
• Stay abreast of new developments, best practices, and statutory and regulatory changes.
$55k-73k yearly est. 25d ago
Area Manager - Holiday Manor, North Oldham, Prospect, Rudy Lane
Stock Yards Bank & Trust 4.7
Stock Yards Bank & Trust job in Prospect, KY
As an Area Manager, you are responsible for the operation and business growth of multiple office locations. Primarily focused on supporting teams within the area while maintaining and developing business relationships. Supervises one or more office managers.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
Retain and expand current customer relationships
Open new accounts, perform account maintenance, process and close loans
Consultative Selling - Engage existing clients and prospects to uncover needs and offer solutions
Drive results toward assigned sales and service goals through coaching and mentoring
Responsible for business development. Prepare for and conduct business calling activities and networking
Driving and originating small business loan production for assigned locations within Retail
Responsible for team building & motivation
Supervise Office Managers - Support employee development, provide guidance on performance appraisals, disciplinary actions and scheduling
Lead, exemplify and coach to 212º commitment to service
Represent the Bank in various community organizations and events
Remain up to date with changes in bank operational policies and procedures to ensure staff compliance while making recommendations to improve efficiency
Assist with the on-boarding of new employees within the assigned area
Responsible for customer relations including complaints and inquiries
Other duties as assigned
Job Requirements
The successful candidate will have the following qualifications:
High School Diploma or GED equivalent, BA/BS preferred
5+ years of retail banking experience
3+ years of consumer and/or business lending experience
Computer proficiency including Microsoft Word, Excel, Outlook, Etc.
Ability to work in team environment and motivate others
Proven supervisory experience required
Professional appearance and demeanor
Demonstrate active listening skills
Good communication skills -- Both written and verbal
Organizational skills and time management of self and others
Ability to adapt to a changing environment
Practical application of policies and procedures
Ability to coordinate actions in relation to the actions of others
Ability to foresee problems and develop solutions
Experience in successful business development
Experience in managing personnel resources
Ability to determine a problem and sense something is either wrong or likely to go wrong
3+ years' experience in lending and structuring loans
Previous experience working with small business loans
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle or feel, reach with hands and arms, talk, see and hear. The employee is frequently required to stand and walk.
$66k-83k yearly est. 7d ago
Trust Client Services Associate
Stock Yards Bank & Trust 4.7
Stock Yards Bank & Trust job in Louisville, KY
As a Trust Client Services Associate you will be an integral part of the Wealth Management Group team. Your day will be filled with opportunities to provide assistance to Trust Wealth Advisors, Investment Advisors and clients regarding account relationships activities and business operations. Trust experience with strong communication skills is important as well as attention to detail and the ability to prioritize work. Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate's skills within the banking profession.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
Effectively communicate with internal and external clients, verbally and in writing
Draft client communications with guidance from Advisor
Prepare presentations for existing clients
Anticipate client and Advisor needs in all situations; resolve issues with guidance from Advisor
Maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues.
Assist Advisors with required client annual reviews and clearing exceptions on accounts, with guidance from Advisor
Maintain service standard activities, COI activities, and other required calling activities
Job Requirements
The successful candidate will have the following qualifications:
High School Diploma or GED Equivalent; BA/BS preferred
Proficient computer application skills in word processing and spreadsheets (Word, Excel)
Ability to learn trust system
Independent decision making ability within limits set by the Wealth Management & Trust Department
Professional communication skills, both written and verbal, with all levels of personnel and clients
Professional grammar, spelling and business writing skills
Ability to develop and implement problem solving skills
Ability to prioritize and organize work
Ability to function independently in a multi-task environment, as well as part of a team
Ability to maintain confidentiality
Must be detail oriented
Professional appearance and demeanor
Knowledge of investment, fiduciary, and estate planning concepts is a plus
Work experience in a trust department or related field is a plus
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, and type. The noise level in the work environment is usually moderate.
$31k-36k yearly est. 9d ago
CRA Mortgage Loan Officer - Louisville
Stock Yards Bank & Trust 4.7
Stock Yards Bank & Trust job in Louisville, KY
As a CRA Mortgage Loan Officer your day will be filled with opportunities to generate loan volume through sales efforts focusing on low to moderate income areas and borrowers in Jefferson County/Louisville MSA. Experience in lending is essential to function successfully in this position while knowledge of basic underwriting guidelines is preferred. Good communication skills are important to better serve our customers as you work closely with all parties involved.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
Perform essential duties and responsibilities within designated market of Jefferson County/Louisville MSA with an emphasis on low to moderate income areas and borrowers
Work to achieve satisfactory CRA rating in designated market
Aggressively pursue contact with individuals, realtors, builders, non-profit organizations, and advocates, to expand network contacts and relationships to generate sales
Participate in business development activities outside of the office, such as realtor open houses, homebuyer seminars, financial literacy opportunities, church groups, trade shows, as well as community development activities
Engage in marketing and promotional activities, such as lunch and learn presentations to groups and membership in civic organizations in an effort to generate sales
Consult with customer to compile a fully completed loan application in order to meet compliance guidelines while negotiating terms and conditions
Collect, compile and analyze information for acceptability for approval for loan product
Communicate with clients and potential clients, answering questions and providing information, acting as the primary point of contact from sale to closing
Work diligently with all of mortgage operations (Setup, Mortgage Compliance, Underwriters, Processors, and Closers) to facilitate a loan transaction
Create a collaborative partnership with your processor to ensure an efficient and expedient loan process
Expand partnerships as requested by the Director of Community Engagement and Outreach
Keep Regional Lending Sales Manager abreast of all CRA projects and strategies educational classes, correspondence courses, on the job training and investor web sites
Outside sales: Employee is expected to perform duties with limited supervision. Due to the nature of this position, loan demand and customer convenience, employee is often called upon to work evening hours and week-ends.
Other duties as assigned by the Regional Lending Sales Manager
Job Requirements
The successful candidate will have the following qualifications:
High school/GED education
College degree preferred
3-5 years of outside sales experience with FHA, VA, and conventional lending
Employees are expected to represent Stock Yards Bank & Trust in a professional manner to customers and outside contacts.
Employees must have excellent interpersonal communication skills, consisting of the ability to write and speak effectively to others. Employees must be a productive team player, with the ability to learn, apply training and comprehend policies and procedures. Employees should also be flexible to changing working situations and able to meet deadlines as they arise.
PC Literacy with 35 WPM typing skills
Knowledge of basic underwriting guidelines preferred
Professional appearance and demeanor
Excellent sales and negotiating skills, and assertiveness
Ability to perform in high pressure situations
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the functions of this job, the employee will continually communicate with coworkers or customers. The employee will constantly position themselves to sit or stand, and occasionally move around the office to access filing cabinets or office machinery. The employee will constantly operate a computer, using repetitive movements of hands and fingers, and other office productivity machinery, such as a calculator, copy machinery, and computer printer. The employee will frequently identify, observe and assess materials and information, visually or otherwise. The employee will frequently be required to lift or carry up to 10 pounds, and occasionally be required to lift or carry 11 - 50 pounds, with assistance if needed.
Employees must also have the ability and means to travel as necessary for the purpose of attending training, meetings, and other various business functions.
$37k-50k yearly est. 9d ago
Project Manager
Stock Yards Bank & Trust 4.7
Stock Yards Bank & Trust job in Louisville, KY
As the Project Manager, you are responsible for planning, executing, and closing projects within scope, budget, and timeline. They coordinate cross-functional teams, manage resources, and ensure project objectives align with organizational goals. Key Responsibilities
Project Planning: Define project scope, objectives, and deliverables.
Scheduling: Develop and maintain project timelines and milestones.
Budget Management: Monitor costs and ensure projects stay within budget.
Risk Management: Identify potential risks and develop mitigation strategies.
Team Coordination: Lead and motivate project teams, assign tasks, and manage performance.
Stakeholder Communication: Provide regular updates to stakeholders and ensure alignment.
Quality Assurance: Ensure deliverables meet quality standards and client expectations.
Documentation: Maintain accurate project records and reports.
Required Skills & Qualifications
Strong organizational and leadership skills.
Excellent communication and interpersonal abilities.
Proficiency in project management tools (e.g., Teams, Mondays, Jira…).
Knowledge of project management methodologies (Agile, Waterfall, PMP certification preferred).
Problem-solving and decision-making skills.
Ability to manage multiple projects, detail oriented, not afraid to make decisions, and demonstrates initiative, professional appearance and demeanor
Ability to think outside the box and work with minimal supervision
Ability to maintain the strictest of confidentiality of non-public information
Proficiency in word, excel spreadsheets as well as M365 suite of products, including Teams
Excellent communication skills - both written and verbal
Strong interpersonal skills
Problem solver with the ability to encourage others in collaborative problem solving
Ability to handle multiple tasks at one time
Willingness and ability to work outside normal business hours
Education & Experience
Bachelor's degree in Business, Management, Economics, Finance, Accounting or related field.
5-10 years of project management experience working with a variety of different projects from easy to complex. Experience managing conversion projects a plus.
A minimum of 5 years' banking experience, preferred
PMP or similar certification preferred.
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle or feel, reach with hands and arms, talk, see and hear. The employee is frequently required to stand and walk.
$66k-93k yearly est. 6d ago
Treasury Management Officer II
Fifth Third Bank 4.6
Louisville, KY 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.
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 and commerce solutions/ 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.
* Understands, appreciates, and promotes the history of 5/3 Bank, its financial position, operating model and commitment to a positive client experience.
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
* Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
* CTP certification is strongly encouraged.
* Minimum of 2 years Wholesale/Commercial Banking experience, prefer at least 1 to 3 years of experience in a financial services sales environment is preferred.
* 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 products and solutions.
* Ability to build new & existing client relationships.
* Ability to evaluate client needs.
* Basic understanding of financial statement analysis.
Treasury Management Officer II
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 -- Louisville, Kentucky 40202
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.
$58k-69k yearly est. Auto-Apply 21d ago
Trust Investment Advisor
Stock Yards Bank & Trust 4.7
Stock Yards Bank & Trust job in Louisville, KY
As a Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments with business development skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate's skills and to further his/her career goals for advancement within the banking profession. Our past accomplishments and continued future successes are directly attributed to the individual success of our employees.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
Participate in asset allocation of assigned customer portfolios
Evaluate alternative investments
Responsible for investment management of assigned accounts, monitoring and review
Member of the Trust Investment Committee
Participate in security selection process
Communicate investment results to clients
Responsible for new business development calls
Develop new and additional business among existing trust clients
Job Requirements
The successful candidate will have the following qualifications:
BS/BA in business finance or related field
Minimum of 3 years experience in investments
Proven ability to successfully interact with clients
Proven business development skills
Professional appearance and demeanor
Excellent communication skills
Broad knowledge of the equity and fixed income markets
CFP or CFA designation preferred
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ability to work in a professional office environment, including extended periods of sitting at a desk and using a computer.
Ability to converse clearly in person, over the phone, and via electronic communication.
Occasional standing, walking, and reaching as needed to meet with clients or access office materials.
Ability to lift and carry up to 10-20 pounds occasionally (files, laptops, marketing materials).
Ability to travel to client locations, branch offices, and business events; may require driving a personal or company vehicle.
Manual dexterity sufficient for keyboarding, writing, and handling documents.
Visual acuity to review financial documents, screens, contracts, and reports with accuracy.
$59k-80k yearly est. 9d ago
Senior Internal Audit Officer
Stock Yards Bank & Trust 4.7
Stock Yards Bank & Trust job in Louisville, KY
Job Title: Senior Internal Audit Officer FLSA Status: Exempt Reports To: Internal Audit Manager Department: Audit Hours of Operation: Approximately 45 hours per week; more during seasonal and special project demands. The Senior Internal Audit Officer is primarily responsible for planning and executing audits of the Bank's financial, operational and/or regulatory compliance areas and will also perform testing of the effectiveness and efficiency of internal controls over financial reporting in accordance to the Sarbanes-Oxley Act. The auditor will submit written reports of audit findings with meaningful recommendations to help management ensure adequate internal controls are operating effectively and that the Bank is in compliance with banking laws and regulations.
Organizational Duties and Responsibilities:
Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
Supports all functions that maintain compliance with regulatory agencies.
Essential Duties and Responsibilities:
Completes internal audits of financial, operational and/or regulatory compliance areas of the Bank, including documenting findings and recommendations:
Evaluates the adequacy and effectiveness of internal controls and compliance with policies and procedures.
Performs specific audit procedures and prepares workpapers supporting and concluding on audit procedures performed.
Submits formal written audit reports describing audit findings, the risk/effect, and meaningful practical recommendations or corrective action steps.
Reviews the design and tests the operating effectiveness of internal controls over financial reporting in accordance with the Sarbanes-Oxley Act.
Assists external auditors with the annual financial audit.
Assists with bank examinations as assigned.
Conducts special projects and other duties as assigned.
Other Functions:
Attend relevant training (a minimum of 30 relevant CPE hours per year)
Working Conditions:
Occasional travel to branch locations and off-site training
Minimum Job Requirements:
Education:
BA/BS degree in accounting or a related business field or equivalent work experience with bank auditing.
Experience:
4+ years of internal or external auditing experience.
Bank audit experience preferred.
Public accounting experience preferred.
Comprehensive Skills:
Employees are expected to represent Stock Yards Bank & Trust in a professional manner to customers and outside contacts. Employees must have excellent interpersonal communication skills, consisting of the ability to write and speak effectively to others. Employees must be a productive team player, with the ability to learn, apply training and comprehend policies and procedures. Employees should also be flexible to changing working situations and able to meet deadlines as they arise.
Specific Skills:
Ability to work independently in a fast-paced, deadline-driven environment.
Ability to read and research FDIC or FFIEC regulations and manuals, develop audit work programs using research tools, and perform testing to ensure compliance with bank policies and procedures.
Ability to multi-task and prioritize work to meet deadlines and time budgets.
Ability to maintain discretion, independence and objectivity.
Ability to build trust and develop positive working relationships with all levels of management and staff.
Must have the ability to interview employees and ask questions to determine root causes of deficiencies in order to make meaningful recommendations.
Strong planning, project management and organizational skills.
Ability to take ownership of assigned audits and produce quality work and show initiative in staying abreast of new regulations or best practices.
Strong analytical skills with the ability to summarize information, identify trends, reach conclusions, and make recommendations to reduce future deficiencies.
Specialized:
Proficiency in application of internal auditing theory, standards, documentation, procedures and techniques.
Extensive knowledge of bank policies and procedures.
Knowledge of Sarbanes-Oxley Act section 404.
Knowledge of various banking regulations.
Knowledge of generally accepted accounting principles.
At least moderate experience with MS Word and Excel.
Experience using paperless audit work papers preferred.
Licenses:
CPA, CIA, CRCM or other accounting / auditing / compliance certifications preferred. Alternatively, a willingness to obtain a relevant certification within 12-24 months of employment.
Physical requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the functions of this job, the employee will continually communicate with co-workers or customers. The employee will constantly position themselves to sit or stand and occasionally move around the office to access filing cabinets or office machinery. The employee will constantly operate a computer, using repetitive movements of hands and fingers, and other office productivity machinery, such as a calculator, copy machinery and computer printer.
The employee will frequently identify, observe and assess materials and information, visually or otherwise. The employee will frequently be required to lift or carry up to 10 pounds and occasionally be required to lift or carry 11 - 50 pounds, with assistance if needed.
Employees must also have the ability and means to travel as necessary for the purpose of attending training, meetings and other various business functions.
$74k-108k yearly est. 9d ago
Bank Teller - Prospect
Stock Yards Bank & Trust 4.7
Stock Yards Bank & Trust job in Prospect, KY
As a Bank Teller aka Service Associate, your day will be filled with opportunities to complete face-to-face customer banking transactions, sell and cross-sell bank products and services, and provide exceptional customer service. Customer service and cash handling experience combined with math and balancing accuracy skills are important while Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate's skills to further his/her career goals for advancement within the banking profession.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
Exemplify our 212 commitment to service
Process deposits, withdrawals, cash checks and balance a cash drawer
Cash checks following SYB check cashing policy
Sell official checks
Process and balance teller work through image capture
Consultative Selling - Engaging customers and prospects to uncover needs and offer solutions
Open new accounts and perform account maintenance
Retain and expand customer relationships
Process and close loan request (If loan trained)
Assist customers with questions and/or concerns
Participate in weekly team meetings
Job Requirements
The successful candidate will have the following qualifications:
High School Diploma or GED equivalent
PC proficiency
Banking experience preferred
Good communication skills - both written and verbal
Professional appearance and demeanor
Basic Word and Excel knowledge
Benefits
401(k) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer / Disease insurance
Accident insurance
Flexible Spending Accounts
Health Savings Accounts
Bank paid Life / AD& D insurance
Voluntary Life / AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with some walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate. While performing the duties of this job, the employee is regularly required to use hands and fingers, handle or feel, reach with hands and arms, and talk or hear. May stand for long periods on the teller line. The associate must occasionally lift and/or move up to 15 pounds