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Synovus jobs in Nashville, TN

- 81 jobs
  • Director/Managing Director, Corporate & Investment Banking - Tech, Media and Communications

    Synovus Financial Corp 4.7company rating

    Synovus Financial Corp job in Nashville, TN

    Responsible for leading, developing and executing complex new business development activities within syndicated and bilateral lending, capital markets, treasury management, and other corporate services. Has oversight for all relationship management, transaction execution, financial modeling, risk analysis, along with coordination with business partners in credit, capital markets, treasury management, corporate trust, wealth management and other product areas. Manages and leads a team consisting of various Vice Presidents, Associates, and/or Analysts. Job Duties and Responsibilities * Working with the Head of Corporate - Investment Banking and other senior bank leaders, develops and leads the execution of effective strategies to originate and execute a wide variety of lending, public/private capital, and advisory mandates in the designated industry sector(s). * Leads a team of Corporate - Investment Bankers on financial solutions, transaction execution, and consultative/advisory strategies and is responsible for the achievement of overall sales performance for team. * Partners with the Credit Risk Management teams to ensure the appropriate level of risk assessments are being performed on all potential business activities, and that all risks identified are being mitigated in accordance with standard operating procedures. * Employs established methods or techniques in the analysis of financial data. Uses industry knowledge and corporate finance skills to evaluate potential client solutions. Develops, implements, and monitors action plans to ensure the attainment of financial goals. Uses objective financial and business analysis to evaluate the returns and risks of business choices. Analyzes and integrates trends and patterns to determine the root causes of problems and identify solutions. Evaluates short and long-term implications of decisions. Accurately forecasts growth, costs, and business challenges. * Optimizes execution and results. Uses the advantage of company size, internal and external resources, and talent to achieve success. Develops and communicates logical, convincing justifications, including lessons learned, that build commitment and support for perspectives and initiatives. Listens to, leverages, and promotes the diverse ideas, perspectives, and contributions of others on the team. Serves as an advocate for proactive planning and continuous improvement; creates an environment where everyone is held accountable for achieving goals and results. Makes sure desired change initiatives and priorities are implemented appropriately. Assesses actual performance results against goals and objectives, adjusting tactical and operational plans accordingly. * Promotes ethics and compliance; builds and sustains an environment where adherence to and reinforcement of the highest standards of integrity and ethics are the norm. Identifies opportunities and takes action to enhance compliance within own organization. Promotes reputation and social responsibility; seeks and maintains external relationships and alliances, strengthening the company's impact on and reputation in the community and the industry. Serves as a credible spokesperson, representative, and sponsor of the company to the public and the community. * Manages the annual performance management and merit processes for direct and indirect reports. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters. * Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. * Performs other related duties as required. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment. Minimum Education: * Bachelor's degree in Business, Finance, Accounting, Economics or related field; or an equivalent combination of education and experience. Minimum Experience: * 10+ years of job-specific work experience in the Corporate & Investment Banking relationship management space Certifications: * Securities licenses required Required Knowledge, Skills, & Abilities: * Series 63 and Series 79 Securities, or equivalent, licenses required * Demonstrated ability to manage deal teams * Experience managing Corporate & Investment Banking relationship management teams * Manages successful relationships with senior client executives, regulators, key stakeholders and internal partners * Demonstrated experience calling on designated industry sector and managing portfolio of complex credit relationships and capital markets/advisory activities * Extensive experience in the areas of loan structuring and approval, credit analysis, underwriting, and portfolio management * Experience developing loan strategy and credit policies * Advanced knowledge of federal and state banking regulations and securities regulations Preferred Knowledge, Skills, & Abilities: * MBA or related master's degree preferred * CFA, CPA and/or related educational/professional attainments preferred
    $103k-133k yearly est. 60d+ ago
  • Non-Financial Risk Program Manager

    Synovus Financial Corp 4.7company rating

    Synovus Financial Corp job in Nashville, TN

    Supports and implements the organization's risk program with emphasis on issues management. Assimilates and communicates issues management program to Compliance and Operational Risk. Responsible for executing the procedures to create, track, and close issues in the Governance, Risk, and Compliance (GRC) platform. Job Duties and Responsibilities * Analyzes data for trends and education opportunities to support the efforts of Issue Management. * Provides day-to-day support related to issue management to Compliance and Operation Risk to build a culture and climate focused on pro-active awareness of, and continuous improvement in, issue management, utilizing existing training materials and developing presentation materials where applicable. * Manages and utilizes dashboards and reporting to meet regulatory requirements of the Issue Management program. * Participates in management risk committees as warranted. * May orient, train, assign and review work to junior level team members. * Develops governance and facilitate the annual review of policies and procedures for accuracy and compliance * Provides risk-based training as appropriate. * Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment. Min. Education Bachelor's degree in a related discipline or an equivalent combination of education and experience. Min. Experience 5+ years risk management experience or an equivalent combination of education and experience Preferred Knowledge, Skills, & Abilities: * Knowledge of Power BI and/or other reporting tools * Regulatory experience in the banking industry
    $78k-107k yearly est. 14d ago
  • Wealth Management Analyst

    Morgan Stanley 4.6company rating

    Franklin, TN job

    Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. DUTIES and RESPONSIBILITIES: Client Service: As a key member of the service team, provide coverage for an FA/PWA/team including: * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity * Remaining current on all policies, procedures and new platforms Business Development Support: * Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management * At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity * At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and/or Experience * 2+ years of work experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $65k-89k yearly est. Auto-Apply 36d ago
  • 2027 Investment Banking Summer Analyst- Multiple Locations

    Raymond James Financial, Inc. 4.7company rating

    Nashville, TN job

    **One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. ** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Job Summary** _Investment Banking Summer_ _Analysts_ _(part of the Capital Markets & Advisory area)_ are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. Summer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings. **Essential Duties and Responsibilities** + Develop financial models to assess debt and equity financing alternatives for transactions. + Perform valuation methodologies, comparative companyanalysisand discounted cash flow analysis on target companies. + Provide meaningful input to equity offerings, valuations, private placements,mergersandacquisitionsadvisories. + Research, analyze,presentand document drafting elements of a developing transaction. + Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials. + Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals. + Maintain group databasesas requested for research and analysis. + Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business. **Knowledge of** **:** + Fundamental concepts,practices,and proceduresof Investment Banking. + Fundamental investment concepts,practicesand procedures used in the securities industry. + Concepts, practices and proceduresof Tax and Accounting. + Financial markets and products. **Skill i** **n:** + Communicating effectively, both orally and in writing. + Analytical skillssufficientto assess and explain events in the market. + Problem solving and solution design skills. + Thinking independently and developing ideas and strategies. + Utilizing technology and systems to produce reports,communicationsand presentations. **Ability to** **:** + Gather information,identifylinkages and trends, and apply findings to reports. + Attend todetail whilemaintaininga big picture orientation. + Remaincognizantof our commitment to daily workflow and regulatory compliance during high volume activity. + Think independentlyon matters of significancein order tomarket ideas. + Organize,manageand track multiple detailed tasks and assignments withfrequentlychanging priorities in a fast-paced work environment. + Establish andmaintaineffective working relationships at all levels of the organization. + Utilize judgment and discretion to work independently as well as collaboratively within a team environment. + Assume full responsibility and accountability forownactions. + Demonstrate uncompromising adherence to ethical principles. + Be proactive anddemonstratereadiness and ability toinitiateaction. **Education/** **Previous** **Experience** **:** + Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). + Currentlyenrolled in an accreditedundergraduate degree program. OR ~ + Any equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + Nonerequired. **Location: Multiple Locations**
    $60k-79k yearly est. 7d ago
  • WM Affluent Banker - Columbia, TN

    Us Bank 4.6company rating

    Columbia, TN job

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions. This role has multiple levels, open to candidates with 3+ years of experience with active FINRA Series 6-63 or Series 7-63 licenses. The successful candidate will be hired for the level of the position that aligns with their experience. Basic Qualifications * Bachelor's degree, or equivalent work experience * Up to three years of experience in Wealth Management private banking or financial services * Series 6-63 or Series 7-63 licenses Preferred Skills/Experience * Strong relationship management, sales, and business development skills * Basic understanding of Wealth products and offerings * Basic competency in Financial Planning * Ability to engage in wealth discussions with clients in order to increase book of business * Well-developed analytical and problem-solving skills * Ability to make critical decisions independently * Effective writing, speaking and presentation skills This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $70,890.00 - $83,400.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $70.9k-83.4k yearly 22d ago
  • Business Development Manager, VP

    Morgan Stanley 4.6company rating

    Nashville, TN job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Wealth Management National Sales organization supports the Firm's Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving revenue growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. This role will be based in either our Louisville KY, Nashville TN, or New Orleans, LA branch locations, and will cover a wide remit of 5 states which require travel. (Coverage areas include: LA, WV, MS, KY and TN.) Key Responsibilities: Working knowledge of the Firm's entire suite of products and tools Ability to accurately and effectively position each of the major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry to the right internal partner Deeper specific knowledge of platforms / tools supporting the key National initiatives and the specific Regional priorities Ability to develop strategic and tactical business plans to drive positive results Ability to continuously grow and develop Financial Advisors practices through training, education, and one on one conversation Effectively engage with Product Partners across the Firm to ensure your Financial Advisors have the proper training and knowledge of both existing and new tools and resources Delivery of initiatives to the Branch / Complex office and Financial Advisor in a variety of methods Desk-to-desk rollout of key initiatives Deep dive book reviews and segmentation Tactical campaigns Procurement and facilitation of outside resources Knowledge and Skills Required: A minimum of 5 years of experience in Wealth Management, as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience. Bachelor's Degree required Active Series 7, and 66 (or 63 and 65) required upon hire or within 120 days of hire date Strong oral and written communication skills Outstanding interpersonal skills and demonstratable ability to establish alignment between the expectations and strategies of different stakeholders Strong and creative problem-solving skills Confident, flexible, and resilient team player Adapts style to build relationships across all levels Ability to autonomously develop, deliver, and execute on strategic plans WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $76k-116k yearly est. Auto-Apply 60d+ ago
  • Small Business Specialist 3 - Nashville, TN area

    Us Bank 4.6company rating

    Nashville, TN job

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Responsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values. Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools with strong human connections to offer solutions to business customers. This job requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth goals. Other responsibilities include account openings, identifying and opening product solutions and account servicing and maintenance for customers within the segment. Actively develops both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line partners. Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs. This position will support our Belle Meade and Green Hills offices. This position also requires 2-10 hours of driving per week. Basic Qualifications * Bachelor's degree, or equivalent work experience * Typically three or more years of customer service, consultative sales and/or prospecting experience Preferred Skills/Experience * Comprehensive knowledge of applicable bank and branch policies, procedures and support systems * Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations * Basic knowledge of cash flow management and business credit underwriting * Effective written and verbal communication skills and can convey business recommendations in an effective manner If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $25.63 - $34.18 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $44k-77k yearly est. 5d ago
  • Treasury Management Officer III

    Fifth Third Bank, N.A 4.6company rating

    Nashville, TN 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: + Sales Management: + 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 Fifth Third'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 &, 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 4 years Commercial Banking /Treasury Management experience, preferably at least 3 years in a sales role. + 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, Payment and products and solutions. + Ability to build new & existing client relationships. + Ability to evaluate client needs. + Basic understanding of financial statement analysis. + Ability to provide strategic treasury advisory services. + Understanding of investment management 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 -- Nashville, Tennessee 37219 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.
    $57k-68k yearly est. 60d+ ago
  • Mortgage Loan Originator

    Fifth Third Bank 4.6company rating

    Nashville, TN 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: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Assumes overall responsibility for the residential mortgage loan from application to closing. 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: Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by completing Fannie Mae form 1003 on the laptop. Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS. Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. Manage pipeline for all originated loans through closing and complete required management reports. Communicate with branches and/or applicants of providing timely updates and progress reports. Maintain high levels of customer service while managing each applicant's and support staff's expectations. Attend and participate in all Consumer Lending meetings as required by management. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: High school diploma or equivalent mandatory. Four-year college degree preferred. Knowledge of conventional and/or government lending guidelines. Knowledge of residential mortgage processing, underwriting, and closing procedures. Knowledge of federal lending regulations governing real estate lending. Demonstrated organizational skills. Strong written and verbal communications skills. Demonstrated teamwork and customer service skills. Proven computer skills. Basic sales technique skills. Strong desire to excel in a competitive environment. 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. Mortgage Loan Originator 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. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. 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 -- Nashville, Tennessee 37219 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-35k yearly est. Auto-Apply 60d+ ago
  • PWM Wealth Strategist

    U.S. Bank 4.6company rating

    Nashville, TN job

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with wealth management specialists to deepen and broaden relationships with existing clients. The WPIS will serve as a subject matter expert in financial planning, insurance products, (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on Risk Management. The WPIS will have an independent ability to provide solutions for the client's financial status using the most advanced tax, wealth transfer, business structure and protection strategies, and will help implement these strategies working with the client's external and internal advisors. The Risk Management focus of the role involves analysis and mitigation of a broad spectrum of financial and personal risks that a family of wealth will face including: estate liquidity, creditor (asset protection), personal security, property and casualty loss, reputation, lifestyle protection, employment practices, and insurance needs assessment. **Basic Qualifications** - Bachelor's degree, or equivalent work experience - 10 or more years of financial planning experience with HNW/UHNW clients **Preferred Skills/Experience** - Insurance consultation and planning experience, including overseeing a wealth plan from engagement to implementation - Demonstrated new business development and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset protection and legal knowledge preferred - Ability to articulate complex planning concepts to clients in a simple and easily understandable manner - Demonstrated strong presentation and public speaking skills - Excellent verbal, written and interpersonal communication skills - JD, CPA or other similar advanced degree or designation strongly preferred - Related insurance and securities licenses **Location:** The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $143,905.00 - $169,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $143.9k-169.3k yearly 60d+ ago
  • Sr CRA Loan Specialist

    Fifth Third Bank, N.A 4.6company rating

    Nashville, TN 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: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. 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: + Leading Internal and External Sales and Partnership meetings + Assist CRA MLO colleagues with General Loan Support and Business Development + Membership in real estate trade association and or nonprofit partners board or committee involvement + Maintain and grow internal relationships with Membership Advantage, Community Economic Development team, Business Resource Groups and Financial Center One Bank Teams + Develop and maintain CRA prospects & referral contacts (realtors, builders, professional and personal contacts). + Act as peer mentor Newly Hired CRA MLO + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Conduct and coordinate homebuyer-training seminars for CRA potential applicants. + Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. + Follow defined protocol for escalation of exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipelines for all originated loans through closing and complete required management reports. + Communicate with applicants and/or referral sources by providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. + Attend and participate in all Consumer Lending meetings as required by management. + This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + 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. Sr CRA Loan Specialist 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. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. 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 -- Nashville, Tennessee 37219 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.
    $24k-29k yearly est. 60d+ ago
  • Personal Banker Associate I - Golden Bear (Mt Juliet, TN)

    Fifth Third Bank 4.6company rating

    Mount Juliet, TN 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 - Golden Bear (Mt Juliet, TN) 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 -- Mt Juliet, Tennessee 37122 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.
    $31k-37k yearly est. Auto-Apply 14d ago
  • Associate Relationship Manager

    Fifth Third Bank, N.A 4.6company rating

    Nashville, TN 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: The Associate Relationship Manager II (ARM II) is primarily responsible for partnering with Relationship Managers in sales and servicing, performing analytical tasks. In addition, a successful ARM II will work with Relationship Managers to identify and assist in developing client solutions. The ARM II is knowledgeable on financial and risk analysis as well as having basic sales and business development acumen. The ARM II will have developed a further understanding of our products and services, will continue to develop sales competencies by working with customers on to deepen the relationship and be able to recognize new opportunities (prospecting), employ consultative selling strategies, and negotiate & bring proposals to closure. 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: + Partner with Relationship Managers in sales and servicing, performing analytical tasks. + Assist in identifying and qualifying prospects with limited guidance from Relationship Manager or RM Team Leads. + Have direct contact with clients to conduct business development and enhancing the relationship + Conduct industry research on prospects and current customers + Create and maintain prospect profiles (including updates on CRM). + Create and provide suggestions for client presentations. + Work with Relationship Managers to identify client solutions. + Obtain and input prospect KYC due diligence information. + Conduct initial pricing analysis and generate relationship pricing model. + Draft initial deal screen / opportunity memos. + Attend and participate in client presentations at Relationship Managers request. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred. + Minimum of 2 years of related commercial banking, finance, accounting or similar experience. + Proficient knowledge of financial and risk analysis. + Novice level knowledge of US economy and regulations and sales and business development acumen. + Novice knowledge of commercial lending credit policies and guidelines. + Novice understanding of corporate business structure and legal documents. + Proficient knowledge of B2B, CCAS, AFS, RIMS, CHQ, Loan Doc Prep System (or equivalent vendor systems), and other banking systems. + Local / Regional market dynamics understanding is preferred, but not required. + Demonstrated expertise of strong verbal and written communication skills, with emphasis on experience in face-to-face negotiations and group presentation skills. + Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks. + Proficient in all Microsoft Office software. WORKING CONDITIONS: + Normal office environment with little exposure to dust, noise, temperature and the like. + Minimal travel required. Associate Relationship Manager 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 -- Nashville, Tennessee 37219 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.
    $83k-105k yearly est. 10d ago
  • Financial Advisor Trainee - PCG (Franklin, TN)

    Raymond James Financial, Inc. 4.7company rating

    Franklin, TN job

    Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. **Essential Duties and Responsibilities** + Become trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as a team candidate, the team will provide the specific goals and expectations. + Meets production targets that impact overall company revenue goals. + Develops a book of business consistent with AMP program goals for assets under management and required production. + Provides a high level of client service. + Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. + Seeks expertise of internal resources to identify investment opportunities and solutions for clients. + Opens, transfers, and closes customer accounts. + Maintains appropriate account records while monitoring the customer's portfolio. + Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. + Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. + Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. + Stays abreast of investment products, industry rules and regulations, and financial planning. + Performs other duties and responsibilities as assigned. **Knowledge of** + Economic and accounting principles and practices. + Financial markets, banking, and financial data analysis and reporting. + Basic principles and methods for showing, promoting, and selling products or services. + Firm's working structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. + Identifying the needs of customers through effective questioning and listening techniques. **Ability to** + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. + Continuously learn investment products, industry rules and regulations, and financial planning. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. + Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. + Establish and maintain effective working relationships with clients and colleagues. + Persevere, handle rejection and show resilience during the prospecting and networking process. + Network in the community and effectively market him or herself and Raymond James. + Demonstrate persistence in the face of obstacles. + Accept criticism and deal calmly and effectively in high stress situations. **Education/Previous Experience** + Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. + Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
    $65k-92k yearly est. 60d+ ago
  • Small Business Specialist 3 - Nashville, TN area

    U.S. Bank 4.6company rating

    Nashville, TN job

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Responsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values. Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools with strong human connections to offer solutions to business customers. This job requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth goals. Other responsibilities include account openings, identifying and opening product solutions and account servicing and maintenance for customers within the segment. Actively develops both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line partners. Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs. This position will support our Belle Meade and Green Hills offices. This position also requires 2-10 hours of driving per week. Basic Qualifications - Bachelor's degree, or equivalent work experience - Typically three or more years of customer service, consultative sales and/or prospecting experience Preferred Skills/Experience - Comprehensive knowledge of applicable bank and branch policies, procedures and support systems - Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations - Basic knowledge of cash flow management and business credit underwriting - Effective written and verbal communication skills and can convey business recommendations in an effective manner If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $25.63 - $34.18 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $44k-77k yearly est. Auto-Apply 8d ago
  • WM Affluent Banker - Columbia, TN

    U.S. Bank 4.6company rating

    Columbia, TN job

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **** Job Description The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions. **_This role has multiple levels, open to candidates with 3+ years of experience with active FINRA Series 6-63 or Series 7-63 licenses. The successful candidate will be hired for the level of the position that aligns with their experience._** **Basic Qualifications** - Bachelor's degree, or equivalent work experience - Up to three years of experience in Wealth Management private banking or financial services - Series 6-63 or Series 7-63 licenses **Preferred Skills/Experience** - Strong relationship management, sales, and business development skills - Basic understanding of Wealth products and offerings - Basic competency in Financial Planning - Ability to engage in wealth discussions with clients in order to increase book of business - Well-developed analytical and problem-solving skills - Ability to make critical decisions independently - Effective writing, speaking and presentation skills _This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment._ If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $70,890.00 - $83,400.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $70.9k-83.4k yearly 22d ago
  • Senior Wealth Strategist

    Fifth Third Bank 4.6company rating

    Nashville, TN 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: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held business entities, corporate executives, and private foundations. Provides professional consulting / advisory services to clients through the development, delivery and implementation of a customized wealth plan, which includes proactive, high impact, multi-generational planning solutions based upon each client's facts and circumstances. 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: * Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each client's facts and circumstances. * Provides professional consulting / advisory services and solutions to clients through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment, retirement). * Reviews all client deliverables for which planner is the lead. * Plays a major role in the sales process in acquiring significant relationships: Identifies issues and planning opportunities for review and discussion with the client and the client's advisors. * Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies. * Delivers the wealth plan to clients and their advisors in a clear and understandable manner and responds to their questions. * Develops proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create strategies and opportunities for high net worth client base. * Coaches and counsels RMs on financial planning strategies via formal training or as part of client relationship reviews. * Develops and expands relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities. * Assists with development and presentation of training programs: * Must be able to converse with clients, their advisors, and RMs convincingly. * Maintains knowledge of complex, advanced planning techniques and relevant legislative, regulatory and case law changes. * Attends community and/or industry-specific forums, conferences and/or meetings in order to broaden relations, network and continually deepen knowledge of trends, practices, products and competitors. * Participates actively in community affairs and professional associations. * Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority. * Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results. * Participates in the ongoing development of the wealth planning process. * SUPERVISORY RESPONSIBILITIES: * Responsible for providing Wealth Planning Analyst and Planners timely, candid and constructive feedback; develop Analysts and Planners to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor's degree required. * CFP, JD, or CPA, or LLM required. * 10+ years in financial and/or estate planning related work, preferably at a high quality professional financial services company or firm. * High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis. * Advanced listening, written, and oral communication skills. * Experience in sales and/or marketing. * Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist 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 -- Boca Raton, Florida 33433 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.
    $84k-103k yearly est. Auto-Apply 5d ago
  • Mortgage Loan Originator

    Fifth Third Bank, N.A 4.6company rating

    Nashville, TN 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: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Assumes overall responsibility for the residential mortgage loan from application to closing. 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: + Develop referral contacts (realtors, builders, professional and personal contacts). + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Follow defined protocol for escalation exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipeline for all originated loans through closing and complete required management reports. + Communicate with branches and/or applicants of providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant's and support staff's expectations. + Attend and participate in all Consumer Lending meetings as required by management. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + 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. Mortgage Loan Originator 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. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. 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 -- Nashville, Tennessee 37219 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-35k yearly est. 60d+ ago
  • Associate Relationship Manager

    Fifth Third Bank 4.6company rating

    Nashville, TN 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: The Associate Relationship Manager II (ARM II) is primarily responsible for partnering with Relationship Managers in sales and servicing, performing analytical tasks. In addition, a successful ARM II will work with Relationship Managers to identify and assist in developing client solutions. The ARM II is knowledgeable on financial and risk analysis as well as having basic sales and business development acumen. The ARM II will have developed a further understanding of our products and services, will continue to develop sales competencies by working with customers on to deepen the relationship and be able to recognize new opportunities (prospecting), employ consultative selling strategies, and negotiate & bring proposals to closure. 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: Partner with Relationship Managers in sales and servicing, performing analytical tasks. Assist in identifying and qualifying prospects with limited guidance from Relationship Manager or RM Team Leads. Have direct contact with clients to conduct business development and enhancing the relationship Conduct industry research on prospects and current customers Create and maintain prospect profiles (including updates on CRM). Create and provide suggestions for client presentations. Work with Relationship Managers to identify client solutions. Obtain and input prospect KYC due diligence information. Conduct initial pricing analysis and generate relationship pricing model. Draft initial deal screen / opportunity memos. Attend and participate in client presentations at Relationship Managers request. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Bachelor's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred. Minimum of 2 years of related commercial banking, finance, accounting or similar experience. Proficient knowledge of financial and risk analysis. Novice level knowledge of US economy and regulations and sales and business development acumen. Novice knowledge of commercial lending credit policies and guidelines. Novice understanding of corporate business structure and legal documents. Proficient knowledge of B2B, CCAS, AFS, RIMS, CHQ, Loan Doc Prep System (or equivalent vendor systems), and other banking systems. Local / Regional market dynamics understanding is preferred, but not required. Demonstrated expertise of strong verbal and written communication skills, with emphasis on experience in face-to-face negotiations and group presentation skills. Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks. Proficient in all Microsoft Office software. WORKING CONDITIONS: Normal office environment with little exposure to dust, noise, temperature and the like. Minimal travel required. Associate Relationship Manager 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 -- Nashville, Tennessee 37219 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.
    $83k-105k yearly est. Auto-Apply 11d ago
  • Sr CRA Loan Specialist

    Fifth Third Bank 4.6company rating

    Nashville, TN 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: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. 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: Leading Internal and External Sales and Partnership meetings Assist CRA MLO colleagues with General Loan Support and Business Development Membership in real estate trade association and or nonprofit partners board or committee involvement Maintain and grow internal relationships with Membership Advantage, Community Economic Development team, Business Resource Groups and Financial Center One Bank Teams Develop and maintain CRA prospects & referral contacts (realtors, builders, professional and personal contacts). Act as peer mentor Newly Hired CRA MLO Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Conduct and coordinate homebuyer-training seminars for CRA potential applicants. Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. Follow defined protocol for escalation of exceptions. Take applicant applications by completing Fannie Mae form 1003 on the laptop. Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. Manage pipelines for all originated loans through closing and complete required management reports. Communicate with applicants and/or referral sources by providing timely updates and progress reports. Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. Attend and participate in all Consumer Lending meetings as required by management. This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: High school diploma or equivalent mandatory. Four-year college degree preferred. Knowledge of conventional and/or government lending guidelines. Knowledge of residential mortgage processing, underwriting, and closing procedures. Knowledge of federal lending regulations governing real estate lending. Demonstrated organizational skills. Strong written and verbal communications skills. Demonstrated teamwork and customer service skills. Proven computer skills. Basic sales technique skills. Strong desire to excel in a competitive environment. 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. Sr CRA Loan Specialist 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. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. 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 -- Nashville, Tennessee 37219 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.
    $24k-29k yearly est. Auto-Apply 58d ago

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