TruFund Financial Services jobs in Dallas, TX

About the Company We are the Human Standard in Global Logistics. Founded in 1999, with a singular idea: to bring integrity and honor to the freight forwarding market. Today, we are a leader in global logistics and got here because we have stayed true to our core values. About the Role The CHB Coordinator handles and arranges the customs clearance in all USA ports for all inbound goods for various import customers. The ideal candidate will be able to handle logistics flow from origin to final delivery to ensure maximum efficiency. This position requires working knowledge of customs regulations and compliance documentation. To succeed in this role, you should have organizational skills, attention to detail, and effective communication abilities. A customer-focused approach is an essential job function. Responsibilities Proficient in using import management software or systems. Provide import estimates and information regarding entries into the United States (via air, ocean, and truck). Provide customer service to internal departments and overseas affiliates/clients. Communications with customers, US Customs, PGA, truckers, steamship lines, airlines, freight forwarders, reading and answering all emails and phone calls or any other entity/request pertaining to the entry that may arise. File ISFs on a daily basis as received. Classify all entries, resolve customs problems, and Data entry. Ability to navigate through the various ocean carrier websites to track and trace shipments. Handle all post-entry amendments and internal audits of all entries that have been entered. Assist the CHB manager with projects as requested. Maintain communication with all customers ensuring all needs are covered. Other duties as assigned. Qualifications Ocean import/export experience required. Education: High school diploma required; associate or bachelor's degree in international business, logistics, or a related field is preferred. Experience: 1-3 years in customs brokerage, freight forwarding, or international logistics. Required Skills Organizational skills. Attention to detail. Effective communication abilities. Customer-focused approach. Preferred Skills Experience with import management software. Knowledge of customs regulations and compliance documentation. Pay range and compensation package Company-paid benefits available: Dental insurance Short-term and long-term disability 50,000 Group Term Life insurance policy (7) Paid holidays and (15) days PTO per calendar year 401(k) Retirement plan with employer matching. Employees are 100% vested at enrollment. Additional Benefits available for purchase: Blue Cross Blue Shield plan for employee and dependents Vision insurance Critical illness Accident Additional voluntary term life insurance.

Now Hiring: Office Manager / Loan Officer - Community Bank in Alabama We are seeking a motivated and experienced banking professional to join our team as an Office Manager/Loan Officer. This role is ideal for someone who enjoys leading a team, managing branch operations, supporting customers, and developing a strong, diverse loan portfolio. About the Role This dual-position combines branch leadership with lending responsibilities. The Office Manager oversees daily operations, staff development, customer satisfaction, financial performance, and regulatory compliance. The Loan Officer maintains and grows a portfolio of commercial, commercial real estate, consumer, and consumer real estate loans. Key Responsibilities Office Management & Leadership • Manage all daily branch operations to ensure efficiency and compliance. • Lead, coach, and develop staff through training and regular communication. • Resolve customer concerns promptly and professionally. • Monitor branch performance to support fiscal responsibility and profitability. • Prepare and submit required daily and monthly reports. • Represent the bank at community and networking events. • Oversee teller operations, vault management, and cash-handling procedures. • Review holds, stop payments, and similar items for accuracy and compliance. • Manage collections, exceptions, and staff scheduling. • Perform additional duties as needed. Loan Officer Responsibilities • Maintain and grow a loan portfolio that reflects local market needs. • Solicit, originate, process, underwrite, and approve loans within lending authority. • Prepare loan presentations for committee review and coordinate closings. • Maintain strong credit quality through effective oversight of loan files and borrower communication. • Manage past-due accounts for the branch. • Prepare timely renewal documents for maturing commercial and commercial real estate loans. Qualifications • Bachelor's degree in a business-related field (finance or accounting preferred) or equivalent experience. • Working knowledge of banking regulations and lending-related laws. • Experience with consumer, commercial, and real estate lending processes. • Credit or liability training preferred. • Familiarity with the local financial marketplace, including competitors and industries. • Strong communication skills and professionalism. Additional Information This is an at-will employment position. Duties may evolve based on the needs of the bank. Employees are expected to safeguard information, maintain confidentiality, and follow safe and sound banking practices. Questions? Contact Human Resources at **************.

We are seeking a highly motivated and enthusiastic individual to join our team. The ideal candidate will possess strong communication and interpersonal skills, have a passion for sales, and a desire to succeed in the financial services industry. This is an exciting opportunity to build a successful career in sales with comprehensive training and support provided!Responsibilities Develop and maintain relationships with both new and existing clients Collaborate with team members to meet sales targets and provide exceptional customer service Proactively generate leads and seek out new business opportunities Manage a portfolio of accounts and ensure client satisfaction Requirements No experience High school diploma or GED Background Check Driver License Authorized to work in US Weekdays Day Salary: $78,211.89 per year

Customer Service Representative - Financial Associate FLSA Status: Non-Exempt (Hourly) RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary: The Customer Service Representative "CSR" / Financial Associate is responsible for assisting new and existing customers with the processing of transactions involving various personal and business accounts and financial services. The CSR also meets the needs of our customers by providing unmatched hospitality. Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions may include, but are not limited to the following: Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products. Handles incoming calls and communications including greeting walk-in guests, prospects, and clients. Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures. Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency. Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy Balance cash drawer periodically throughout the day and/or at least daily Open and close all account types, while preparing the proper documentation Initial gathering and understanding of proper identification/documentation of the requirements to open a new account or make changes Provide ongoing maintenance to existing or closed accounts to include, but not limited to: process wire transfer requests, stop payments, name and address changes May represent the Bank in various community functions with a high level of integrity and professionalism Prepare necessary reports, perform various clerical duties and/or miscellaneous projects and duties as assigned by Management Special projects and/or other duties as assigned by Management. Minimum Qualifications: High School diploma or equivalent 1-2 years Customer Service Representative experience preferred Skills, Abilities & Expectations: Stay familiar with and follow policy and procedures. Support Management's decisions and goals in a positive, professional manner. Stay abreast of regulatory requirements and complete annual compliance training applicable to the position Ability to apply general accounting knowledge processes (debits, credits, balancing) Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect Maintain confidentiality of all customer records, accounts and transactions Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work Detail oriented and organized Excellent interpersonal and communication skills Integrity, discretion, and respect for confidential information are absolutely essential Willingness to adapt to change Work within a variety of different software and web applications Able to prioritize duties and effectively manage time Analytical and problem-solving skills Attend work on a regular basis, on time, and withstand varying degrees of stress Excellent interpersonal and communication skills Maintaining a professional, business-like appearance and demeanor Proficiency in Microsoft Office products to include: Word, Excel, and Outlook Physical Demands: The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Disclaimer: The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.

Jackson Thornton's Summer Leadership Program offers accounting majors a glimpse into the world of public accounting and consulting for rising sophomore-junior accounting majors. What to Expect: Networking opportunities with JT employees. Informative presentations on our firm's history, values, and opportunities. Skill-building activities with accounting majors from across the state. Employee led Q&A panels. Applicants must have an interest in accounting as a future career. It is suggested that attendees have completed at least their freshman year and declared accounting as their major. Programs are offered in Montgomery and Auburn. Dates will be confirmed December 2025.

The purpose of this job is to manage and promote community lending products and activities throughout the Trustmark National Bank service area, with a focus on assisting borrowers in low to moderate and majority-minority census tracts to originate mortgage loans. Responsibilities * Make recommendations regarding the participation in community-based activities that best meet Trustmark's overall financial goals * Determine best loan products for customers * Devise marketing plans to seek referrals from various sources * Work with local, state, and Federal Agencies, non-profits in the creation of products and services designed for the low to moderate income borrowers * Originate and promote Trustmark's Community Lending Loans and Products * Work with housing related entities in educating and promoting home ownership * Coordinate and assist the mortgage dept. in the origination and servicing of Community lending products and services * Work with the Credit and Compliance dept. in assuring adherence to regulatory and best practice policies and procedures Qualifications * Knowledge and experience in the origination, processing, and servicing of mortgage loans * Ability to work and identify with a varied group of borrowers, housing related entities and other community-based organizations * Working knowledge of financial compliance and regulatory requirements * Ability and willingness to stay abreast of changes throughout the community and industry * Analytical skills * Leadership skills * Interpersonal skills * Junior college/Two-year college training or equal mortgage production experience Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

**Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. **This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.** **The Impact You'll Make in this Role** As a C&I Major Projects Professional, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: + The MPR is the project manager for their assigned regions. + Working with SalesForce their job is to provide a boundaryless project management approach. Working with SalesForce and the local C&I reps they will assist and track the dollar impact that their activities have on projects where their work impacts sales results. + The MPR must be proficient in the use of Salesforce tool. + The MPR has a role in both the specification of and the direct "hands on" project work at the job site. + The MPR also has a leadership role with key owner, specifier and end user accounts (engineering or contractors) based in their assigned regions. + The MPR directly assists the Regional Sales Manager in their role as the regional manager of projects. + The C&I sales reps are assigned their top twenty-five projects with the assistance of the Major Projects Reps and their Regional Managers. Regional project goals are shared by the Regional Sales Managers and the MPR's + The MPR also works with the C&I rep to coordinate distribution strategies and increase total line sales and advising on pricing strategies. + The MPR is a key proponent of the use of our Construction Services team which entail larger and more profitable sales for the division and the local C&I Rep. **Company Vehicle** This position requires driving a company vehicle, which will require pre-employment and ongoing review of motor vehicle history for candidates who are offered and hired for this position **Your Skills and Expertise** To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: + Bachelor's degree or higher (completed and verified prior to start) from an accredited university. + Five (5) years of experience in the electrical industry calling on contractors, distributors, engineers, and large-scale projects in a private, public, government or military environment + Five (5) years of technical experience with medium voltage cable accessories + Current, valid Driver's License. Additional qualifications that could help you succeed even further in this role include: + Master's degree in electrical engineering discipline from an accredited institution + Experience managing multiple projects simultaneously + Experience managing and leading highly technical training sessions **Work location: Remote, field based (South East-Region** **GA, AL, FL, MS** ) **Travel: May include up to** **50% domestic** **Relocation Assistance: May be authorized** **Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).** **Supporting Your Well-being** 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. **Chat with Max** For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers. Applicable to US Applicants Only:The expected compensation range for this position is $141,150 - $172,517, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: **************************************************************** Good Faith Posting Date Range 11/10/2025 To 12/10/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. **Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.** **3M Global Terms of Use and Privacy Statement** Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms. At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews. 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.

Pensacola, Florida;Destin, Florida; Mobile, Alabama **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprisecapabilities. **Specific responsibilities include, but are not limited to:** + Managing the branch's Wealth Management Client Associates and Service Support Staff + Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures + Driving business growth byleading the service delivery model and wealth management banking strategy for their respective market + Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Resolving complex, escalated client service and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service, problem resolution, and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Provides full-service banking to business clients, providing them with tailored financial solutions like loans, lines of credit, cash management services, and deposit accounts. **Key Responsibilities Include** + Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions. + Cross-sells retail, investment, financial, and estate planning services. + Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. + Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. + Builds and maintains a portfolio mix of targeted high value and high potential clients. + Performs all other duties as assigned **Qualifications Include** + Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination ofeducation and experience + Knowledge of cash flow and business credit underwriting with commercial credit training preferred. + Ability to work effectively with individuals and groups across the company to manage customer relationships. + Excellent presentation, verbal and written communication skills. + Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. + Microsoft Office suite As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

The purpose of this job is to manage and promote community lending products and activities throughout the Trustmark Bank service area, with a focus on assisting borrowers in low to moderate and majority-minority census tracts to originate mortgage loans. Responsibilities Make recommendations regarding the participation in community-based activities that best meet Trustmark's overall financial goals Determine best loan products for customers Devise marketing plans to seek referrals from various sources Work with local, state, and Federal Agencies, non-profits in the creation of products and services designed for the low to moderate income borrowers Originate and promote Trustmark's Community Lending Loans and Products Work with housing related entities in educating and promoting home ownership Coordinate and assist the mortgage dept. in the origination and servicing of Community lending products and services Work with the Credit and Compliance dept. in assuring adherence to regulatory and best practice policies and procedures Qualifications Knowledge and experience in the origination, processing, and servicing of mortgage loans Ability to work and identify with a varied group of borrowers, housing related entities and other community-based organizations Working knowledge of financial compliance and regulatory requirements Ability and willingness to stay abreast of changes throughout the community and industry Analytical skills Leadership skills Interpersonal skills Junior college/Two-year college training or equal mortgage production experience Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. * Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. * May schedule client appointments and/or conference room for appointments. * Assemble/generate materials including paperwork and reports for client meetings. * Understand and ensure business adherence with firm and financial industry regulatory policies. * May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * Seek ways to enhance FA(s) business effectiveness and marketability. * Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. * May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. * May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. * Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: * 2+ years of prior industry and/or administrative work experience. * Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. * Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. * Detail oriented with an emphasis on accuracy. * Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. * Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. * Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

The purpose of this internship is to equip the intern with on-the-job training and work experience within the Commercial Banking department preparing the intern for a career in the financial services industry. The intern will provide needed support to one or two departments throughout the duration of the internship by coordinating and completing special projects, while also participating in community service, networking, and training events. Responsibilities Complete assigned special projects supporting the commercial loan relationship managers. Through daily interaction with lending personnel you will learn about the practice of commercial loan portfolio management which includes loan underwriting, risk analysis and identification of risk based pricing, packaging and presentation of loan requests for approval, renewal processing, and loan document preparation. Attend designated training classes Participate in community service Attend informative events within Trustmark designed to provide interns with general understanding of functional areas of the bank Present an overview of department and projects worked on during internship program; provide an evaluation of departments, projects, and the overall program Perform additional duties as assigned. Qualifications Junior or Senior college level/MBA Major: Finance, Accounting or other applicable Business related degrees Minimum GPA of 3.00 Basic computer skills Proficient use of Word, Excel, and PowerPoint software Good oral and written communication skills Ability to handle confidential and critical information Able to work in a team and take direction from others Able to give presentations on work experience topics Ability to display customer service skills Ability to perform basic math and/or accounting functions Summer Internship program is located in Jackson, MS. Must be able commit to working June 1, 2026 - July 31, 2026. Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Are you a member focused professional who enjoys creating, building, and maintaining relationships with members and prospective members? Do you have a keen interest in leading organizational sales efforts and treasury products? As the Treasury Management Officer, you will lead efforts to all treasury management product sales and servicing within the Business Services Department. You will serve as the main point of contact for those that desire to use the products to create efficiencies with their cash management program for their business. You will also lead the servicing and troubleshooting of issues that may arise with the use of the products. Working alongside the Commercial Lenders and branch staff, your role will drive growth of deposit balances. Your Responsibilities: Oversight of all treasury management products and online banking platform for commercial and small business accounts Train and assist Commercial Lenders and branch staff on all aspects of treasury products Lead organizational sales efforts of treasury products Ensure policies and procedures are kept current and conform to compliance standards Responsible for meeting deposit growth and treasury fee income goals Oversee underwriting and approval processes for exposure specifically related to treasury products Perform periodic review of treasury management relationships to manage risk Lead efforts to keep treasury products current and relevant with current market trends and member expectations What You Bring to the Team: Experience: Minimum of 2 year's experience in Treasury Management product support or related business experience Education: Bachelor's degree in business discipline such as Management, Economics or Finance preferred, but not required Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with members, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Other Skills: •Knowledge of credit union products and services with an emphasis on commercial products •Ability to be self-managed and self-motivated to complete job related tasks •Effective time management practices to effectively manage multiple tasks Why Join Us? We are committed to fostering a workplace culture that exemplifies our values: Sparkle-embracing Smiling, Passionate, Accountable, Resilient, Kind, a Listener, and Empathetic. This is an exciting opportunity to make a significant impact within our Credit Union, shaping the future of consumer lending and mortgage services while enhancing the financial well-being of our members. At All In Credit Union, we are dedicated to fostering an inclusive, member-focused environment. We fully accommodate employees with disabilities while ensuring exceptional service. We are proud to be an Equal Opportunity Employer of Females, Minorities, Veterans, and Disabled individuals, and we maintain a drug-free workplace.

The full time teller is responsible for providing exceptional customer service to consumer and commercial customers by conducting cash, deposit, and withdrawal transactions efficiently and accurately while in compliance with established policies and procedures. Under the direct supervision of the Head Teller, the full time teller also assists new and existing customers with financial needs and offers products and services to fulfill those needs. Essential Functions This position requires flexible hours. Relationship Development Identifies and meets customer needs through sales and service with focus on deepening customer relationships Actively listens for opportunities to cross-sell additional products and services Answers customer inquiries and refers customers to the appropriate bank representative for specialized products and services Answers phone courteously within three rings or less Demonstrates Raving Fans behaviors and use of the Winning Play while creating exceptional customer experiences Resolves customer complaints regarding sales and service Branch Operations Maintain an adequate cash drawer at all times; this includes buying and selling currency to and from the vault, as necessary Conducts cash, deposit, loan, deposit and withdrawal transactions accurately Balances cash drawer in accordance with Bank procedures and regulations Perform as a team member in allocating and coordinating the work flow Contribute to the fulfillment of the department and bank objectives and goals Processes night deposits Completes Teller Hours Worksheet accurately and in a timely manner Prepares compliance forms, such as, Monetary Instrument Log (MIL), Currency Transaction Report (CTR), etc. accurately and in a timely manner Operates bank equipment, such as, teller machine, currency counter, cash advance machine, typewriter, etc. Issues Official Checks and Money Orders Trains with Head Teller to perform Head Teller duties Attends branch meetings Processes credit card cash advances Performs other duties as assigned Compliance Adhere to all regulatory requirements and bank policies and procedures Resolves any discrepancies involving Currency Transaction Reports (CTR), Monetary Instrument Log (MIL) in a timely manner Notifies Head Teller of any outage before close of day Adheres to the Cash Control Procedures Ensures teller area is secure and all security requirements are followed Completes required online training assignments in a timely manner Working Conditions Generally good with little exposure to noise, extreme temperatures, dust, or other adverse factors. Considerable effort and eyestrain from continuously verifying accuracy of all work leaving the department. May be required to stand for long periods of time while providing teller service. Minimum Level of Preparation and Training High School diploma or equivalent One year previous experience with direct customer service interaction required Previous experience handling cash transactions preferred Required Abilities, Knowledge, and Skills Ability to further develop consumer and commercial relationships and cross-sell additional products and services to match customer's needs and wants Ability to develop knowledge of the bank's products, services, and processes Ability to accomplish multiple objectives in a fast paced environment Ability to develop a thorough understanding of bank specific software and other basic office equipment Excellent communication, team-work, and customer service skills Strong organizational, time management, and presentation skills Working knowledge of Microsoft Office Applications, such as, Work, Excel, and Outlook Employees are required to perform other duties as assigned by management that may not be listed. Management reserves the right to change this job description as needed.

JobID: 210687277 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

We are seeking a detail-oriented and motivated Loan Processor to join our team in the financial services industry. The Loan Processor will assist in the preparation and processing of loan applications, ensuring compliance with regulatory requirements in a timely manner. This role plays a critical part in our ability to meet high production demands and maintain timely deadlines. Location: Tuscaloosa, AL (this is not a remote position) Experience: minimum of 2 years banking experience and/or 1 year mortgage experience Job Duties: Effectively prioritizing and managing multiple tasks in a fast-paced environment. Maintaining accuracy and attention to detail Providing excellent communication and customer service skills Organize and prioritize files based on urgency, closing dates, and file complexity Ensure all documentation is accurately labeled, uploaded, and organized within Loan Origination Software Support the Senior Processor by handling administrative tasks

Job Details Main Office - Auburn, AL Hourly Full Time High School Diploma/GED Equivalent Day BankingDescription Job Description: Collection Specialist Wage Classification: Non-Exempt Reports To: SVP of Collections Supervises: No Supervisory Responsibility JOB SUMMARY Collection Specialist will be responsible for recovering overdue payments on behalf of the bank, acting as a liaison between the bank and its past due customers. This involves contacting customers, negotiating payment plans, and ensuring the bank receives the outstanding debt while maintaining positive customer relations. Will train in various areas of the bank including loan documentation, credit underwriting, loan closings and business development. Position is an introduction to the entire lending function assisting in development for future roles in Commercial Lending. ESSENTIAL DUTIES AND RESPONSIBILITIES Work all aspects of collections on delinquent mortgage, consumer and commercial loans Contact customers via phone, email or mail to develop feasible repayment plans Coordinate collection efforts with account officer and supervisor Responsible for preparation and mailing all collection letters Make follow-up calls and taking other actions to ensure adherence to payment plans to resolve outstanding issues Maintain and accurately reflect correspondence and records of any customer contacts pertaining to collection accounts Monitor and make changes as necessary to status codes to ensure accurate reporting of delinquent loans Work with attorneys in regards to legal action Recommend and assist delinquent customers with modifications of existing loans Address customer inquiries, complaints and discrepancies related to their accounts Ensuring all collection activities comply with relevant laws, regulations and bank policies Contribute to the overall financial health of the bank by recovering outstanding debts and minimizing financial losses Fostering positive customer relationships while effectively managing the collection process Responsible for accurately completing various reports and presenting to management as needed Responsible for filing bankruptcy claims and attend bankruptcy hearings as required Perform onsite inventory inspections of bank's floor plan lines of credit Other duties, as assigned This position is considered non-exempt and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. Qualifications QUALIFICATIONS High School Diploma 1 Year Customer Service Proficient in Microsoft Office Products PREFERRED QUALIFICATIONS Bachelor's Degree in business administration, finance or a related field Minimum 1 year of banking or collections experience SKILLS & COMPETANCIES Ability to build and maintain effective working relationships Excellent negotiation and conflict resolution abilities Excellent communication skills, both written and verbal Ability to handle stressful situations Proven analytical skills and excellent problem-solving skills Requires high level of attention to detail in order to effectively manage and meet multiple deadlines Ability to work independently and as part of a team Self-motivated and highly organized Ability to query information and assimilate reports. Extensive word processing and PC spreadsheet applications capabilities Requires extended periods of sitting, standing and walking Requires eye-hand coordination and manual dexterity Ability to travel up to 15% Ability to follow policies and rules of AuburnBank Regular and predictable attendance The ability to complete an assigned task in a safe manner and in a constant state of alertness Ability to transport 25lbs Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or any other classification protected by law. AuburnBank is a Drug Free Workplace.

At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone's ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time. Position Overview: The Business System Manager (BSM) for Wire has primary responsibility for managing the wire system(s) and is accountable to all system stakeholders that use or are affected by the use of the wire system(s). The BSM manages the daily functions of the wire system(s) to include oversight of business requirements, defects, communications, system access, user acceptance testing and production certification. The BSM plays a key role in defining solutions for production problems, conversions, de-conversions, new products, enhancements and regulatory changes. The BSM is the primary contact for issues or changes related to business functions supported by the system(s). The BSM partners with business unit managers in Operations to deliver agreed upon business objectives. The BSM analyzes those objectives, translates them into system requirements with the Technology BA, designs business processes and drives initiatives to support these processes. The BSM also analyzes, measures and reports on the status of implementation efforts. Essential Duties and Responsibilities: Consultation and Analysis * Drives initiatives and has primary responsibility for approving business requirements * Manages definition of business case and approves business requirements and functional designs for system enhancements * Considers impact to vendor, workflow of existing processes and other related systems * Uses analytical skills to streamline business processes * Understands and applies limitations and unique advantages of existing enterprise capabilities * Analyzes marketplace, industry, company and technology trends and best practices * Influences external business partners and service providers regarding priorities, software selection, vendor selection, etc. * Designs and documents business processes to improve efficiency * Actively listens and interprets requirements and specifications to ensure optimal functional designs and identify potential issues and shortfalls * Develops solutions to business problems or new business requirements * Creates maps of current and future processes * Manages system SLAs, Disaster Recovery and Business Continuity, and user access * Serves as primary subject matter expert contact for the system * Defines and drives system strategy to align with organizational strategies * Researches and analyzes the root cause of system issues Execution * Manages multiple initiatives effectively * Interfaces with technical and non-technical contributors to ensure that deliverables accurately meet business line's goals * Develops detailed plans and timelines * Produces system-related job aids and provides training content for training facilitators * Performs and coordinates User Acceptance Testing * Reviews and approves Quality Assurance test plans * Performs or schedules production certification Communication * Relates well with all levels of the organization and builds appropriate rapport * Builds positive relationships with external business partners through personal integrity and through added value as evidenced in project outcomes * Manages end-user system communications * Communicates with manager proactively regarding any capacity issues or opportunities Knowledge: * In-depth knowledge of multiple operations areas and functions * Understanding of business processes and functions for loans, deposits, and other products * Awareness of regulatory environment and implications Education and/or Work Experience Requirements: Skills: * Ability to establish a mutual understanding with team members * Can decide and act without having the total picture * Can easily pose future scenarios * Can present the unvarnished truth in an appropriate and helpful manner * Excellent verbal and written skills * Strong Lucid skills preferred * Project Management or Business Analyst experience beneficial Abilities: * Ability to read situations quickly * Ability to decompose a problem into detail * Ability to influence business partners without formal reporting relationships * Ability to travel as necessary * Ability to monitor and communicate detailed findings * Ability to communicate ideas, concepts, positions, and decisions Job Qualifications * Utmost commitment to quality * Strong customer orientation * Bachelor's degree or related experience * 5 or more years system implementation and/or operations experience About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

The Universal Banker delivers FirstBank service excellence through accurate and efficient transaction processing, uncovering and meeting customer needs, and successfully selling bank products and services via the Bank's needs discovery process. Essential Duties & Responsibilities: Identify customer needs and provide appropriate guidance and perspective when recommending and explaining bank products and services, using established guidelines, brand model and service standards; make referrals to the appropriate Bank partners as customer needs dictate. Assist customers with transactional needs according to established guidelines, brand model and service standards, including answering basic and advanced customer inquiries regarding account balances, transaction history, service charges, interest rates, etc. as appropriate. Support Financial Center Manager operations performing Teller or Teller Manager and Financial Service Representative duties as needed. Build relationships with community businesses and consumer clients, achieving personal and branch targets and goals for new accounts and teller operations. Model consistent, distinctive service to all customers when delivering the FirstBank service experience. Practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, and risk management policies; adhere to security protocols. Regular and reliable attendance. Perform other duties as assigned. Qualifications: Education High school diploma or the equivalent required Experience Minimum of one year, with specific bank experience preferred Certifications and Licenses Notary preferred FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.