CT National Sales Manager
UMB Bank job in Columbus, OH
The Specialty Corporate Trust (SCT) National Sales Manager is responsible for sales and account management under the specialty corporate trust division. + Identify and strategize on the development of new products (municipal and non-municipal). + Assist with the marketing and sales direction and strategy.
+ Creates and conducts proposal presentations and RFP responses.
+ Participate in New Business Committee meetings.
+ Report sales progress and results directly to management.
+ Strategize with management on new opportunities, products and overall vision of CT.
+ Monitor own sales pipeline.
+ Attend industry related conferences.
+ Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
**Knowledge & Skills**
MINIMUM:
+ Excellent verbal and written communication skills
+ Proven ability to build relationships with peers, cross-functional counterparts, and line of business leadership
+ Proven ability to build external relationships with industry leaders and clients
+ Ability to prioritize and effectively manage time
+ Proven results-oriented sales leadership generating innovative, original solutions
+ Proven strong decision-making ability based on data and feel for the market
**Requirements**
_MINIMUM:_
+ Bachelor's degree in related field
+ Seven (7) years sales experience in Financial Services with demonstrated leadership
_PREFERRED:_
+ Sales Management experience
**Work Environment:**
Typical office environment; travel up to 50% may be required
**Compensation Range:**
$83,200.00 - $178,800.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
Commercial Relationship Specialist
UMB Bank job in Columbus, OH
**COMMERCIAL RELATIONSHIP SPECIALIST-FRANCHISE FINANCE & HEALTHCARE** At UMB Bank, the Commercial Relationship Specialist provides a highly skilled level of support to Relationship Managers and Clients within Commercial Banking while maintaining and supporting the development of relationships with customers and internal partners.
**Primary Responsibilities**
+ Assist Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate
+ Act as point of contact for Commercial Banking clients for all servicing requests related to client relationship
+ Manage post-closing requirements such as exception citing's, collateral perfections, covenant items, etc.
+ Work closely with Treasury Management team to successfully onboard new Deposit Account and Treasury Services for clients as well as provide guidance to clients to the appropriate resource for servicing and assistance
+ Maintain client records for both loan and deposit accounts
+ Provide professional and courteous customer service while answering questions, researching issues, and providing resolutions as needed
+ Facilitate loan payoffs and collateral release requests
+ Assist with Analysis Refund requests
+ Facilitate no-pin wires
+ Assist with transfers
+ Handle customer overdraft communication and decisioning
+ Provide and assist with Loan and Deposit Account information/documentation
**Requirements**
+ High School Diploma or GED and three (3) years general banking experience OR a Bachelor's degree and two (2) years banking or client support experience.
Application Deadline: December 31, 2025
**Compensation Range:**
$37,490.00 - $71,920.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
Data Warehouse QA Automation Testing Lead
Columbus, OH job
Huntington Bank is looking for a QA Test Automation Lead in our Data Lake and Data Warehouse team. In this role you will be part of a team working to develop solutions enabling the business to leverage data as an asset at the bank. As a QA Test Automation Lead, you will work to develop automation test strategies and frameworks ensuring all IT SDLC processes are documented and practiced, working closely with multiple technologies teams across the enterprise. Key technologies include Azure DevOps, Python, AWS S3, Snowflake, Zena, and DataStage.
If you consider data as a strategic asset, evangelize the value of good data and insights, have a passion for learning and continuous improvement, this role is for you.
Key Responsibilities
Lead quality assurance efforts for multiple concurrent projects focused on data ingestion and integration, ensuring alignment with banking regulatory standards.
Design, implement, and maintain automated testing frameworks and CI/CD pipelines to support scalable and secure data operations.
Develop and execute comprehensive test strategies covering System Integration Testing (SIT) and closely partner with the team for User Acceptance Testing (UAT).
Collaborate with data engineers, developers, project managers, and compliance teams to ensure data quality, integrity, and traceability throughout the ingestion lifecycle.
Drive continuous improvement in QA processes
Design and implement a scalable test automation framework and strategy.
Create daily/weekly test execution metrics and status reporting.
Assist the Project Managers/Scrum Masters to drive project team to defect resolution.
Leverage existing tools/techniques to streamline and automate wherever possible.
Actively participate in walk-through, inspection, review and user group meetings for quality assurance.
Actively participate in the review of project requirements, data mappings and technical design specifications.
Analyze data, troubleshoot data issues, and create action plans to address data quality issues.
Collaborate with project team on defect analysis and triage.
Participate in production implementation verification and being accountable for validating system quality
Basic Qualifications
Bachelor's degree
5+ years of ETL testing experience in data warehouse environment
3+ years of test automation experience
2+ years of experience with Snowflake and AWS
2+ Experience leading QA Analysts on a project team
Preferred Qualifications
Experience in financial services (banking) industry.
Strong experience with SQL, ETL testing, and data warehouse concepts (e.g., star/snowflake schema, OLAP)
Proficiency in test automation tools such as Cucumber, Selenium, PyTest, or DBT tests.
Experience with cloud data platforms (Snowflake, AWS).
Familiarity with CI/CD tools (Azure DevOps).
Excellent verbal and written communications skills.
Ability to effectively prioritize and execute tasks.
Detail oriented and highly motivated with strong organizational, analytical and problem-solving skills.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyOutbound Sales Associate - Merchant Services
Columbus, OH job
Responsible for selling merchant services by setting appointments for, or transferring business customers leads to Sales Advisors, to conduct more robust solutioning conversations. You will connect with business owners and set the stage for better cash flow and payments collection services conversations in order to meet assigned production goals. You will partner closely with merchant services sales team members and leaders. as well as communicate with bank colleagues as necessary, to keep them apprised of your calling efforts.
Duties and Responsibilities:
+ Place outbound calls through a variety of lead sources; discover needs of customer; explain the high-level features and benefits of merchant products and services; recommend appointment with sales advisor and schedule those appointments, in order to meet assigned production goals.
+ Actively prospect and build relationships with new clients, converting leads into valuable appointments. Leverage partners to learn products and services in order to maximize cross sales opportunities.
+ Accurately report out all leads and status updates within the CRM (customer relationship management system) and understand trends in your sales behaviors by using dashboards and reports.
+ Stay informed about industry trends, competitive offerings, and client needs to identify new cross-selling opportunities.
+ Adhere to all company policies and procedures, including compliance regulations related to the payments industry.
+ Perform other duties and projects as assigned.
Basic Qualifications:
+ High School Diploma, GED, or equivalent
+ 2 years of sales experience in financial services, especially merchant services
Preferred Qualifications:
+ Exceptional communication and relationship-building skills.
+ Proven ability to close deals and achieve ambitious targets.
+ Sales expertise in the business space from $0-$3 million in annual sales.
+ Expertise in virtual sales in a call center environment.
+ Ability to multitask in a fast-paced environment.
+ Strong problem-solving skills and a customer-centric approach.
+ Juggle complex tasks efficiently within a fast-paced environment.
+ Participate in occasional team meetings in person.
+ Utilize technology effectively to manage your workload and client relationships.
+ Approach challenges creatively and find solutions that benefit both clients and the bank.
+ Proficiency in MS Office suite and willingness to travel minimally.
+ 2-5 years' experience in merchant services sales in a call center environment
+ Bonus points for fluency in an additional language
+ Proficiency in Salesforce
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Remote
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
$21.00 - $31.00 Hourly
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
SBA Client Specialist Sr
Columbus, OH job
The SBA Client Specialist Sr works with Product Specialists, Borrowers, Sellers, Attorneys, Brokers, EROs, Underwriters, Closers, Title Companies and the banking Markets to collect due diligence and promote the loan closing process.
Duties & Responsibilities:
Coordinates interaction between these parties all within the defined SBA loan closing SLA of 30-45 days.
Assists other colleagues with difficult situations or customers.
Prepares SBA Loan commitment letters and application documents.
Responsible for initial SBA Compliance and preparing the loan commitment package.
Reviews other Client Specialists' commitment letters for accuracy.
Orders third party reports and provides to correct parties for review.
Subject matter expert in the SBA lending process.
Engages with the customers daily to discuss, explain and mentor the prospective borrowers through the nuances of SBA lending.
Coordinates with all parties to establish closing date.
Schedules closing and arranges the distribution of docs.
Other duties as assigned.
Basic Qualifications
High School Diploma
A minimum of three years of experience with consumer or business banking loans, and customer service, sales, or client management
Preferred Qualifications:
Excellent organizational, multi-tasking and time management skills
Ability to work in a fast-paced, production environment.
Experience with SBA lending
Experience with Huntington Business Banking & Velocity programs
Very strong Sales/Customer Service skills
Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results.
Experience with Microsoft Office software and other HNB systems.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyKey Private Bank Associate Relationship Manager
Columbus, OH job
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned to the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process.
Responsibilities
Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions.
Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative on assembled team. If needed engages the Market Leader or other Relationship Manager based upon complexity of the client relationship.
Develops a comprehensive understanding of clients' needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the customer relationship manager (CRM) system and personal meetings. Captures the client's goals in a financial plan.
Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards.
Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Prepares and delivers client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.
Participates in Community organizations to demonstrate Key's commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree in business related field or equivalent work experience (required)
Experience Qualifications
Minimum of 3 years of financial services related experience required
Licenses and Certifications
FINRA 7 and 66 (or 63 & 65) (preferred)
Tactical Skills
Excellent client relationship and superior partnering skills.
Deep knowledge of financial products and banking regulations.
Established excellent written and verbal communication skills.
Experience in working with high-net-worth individuals and their financial issues preferred.
Experience working in credit teams and have a proven understanding of the importance of asset quality and exceptional customer service preferred.
Sales or customer service experience.
Personal Skills
Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints
Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding
Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities
Practical Skills
Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Job Posting Expiration Date: 05/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplySmall Business Specialist 3 - Columbus branches
Columbus, OH 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 Bexley, Blacklick Meijer, and German Village offices. This position also requires two or more 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
This role requires working from a U.S. Bank location five (5) days per week.
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.
Commercial Portfolio Manager II
Columbus, OH 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 Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures ,pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst.
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:
+ Accountable for managing a portfolio of accounts.
+ Review and recommend credit decisions.
+ Partners with the Relationship Manager, forming the "coverage team" to:
+ Meet with clients and Participate in business Development calls.
+ Assess prospective client's viability for credit.
+ Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants.
+ Value collateral.
+ Generate commitment letters.
+ Assist in providing business partners credit lending policy interpretation.
+ Perform final risk rating analysis.
+ Capture and document credit decisions, conditions, and modifications.
+ Collaborates with the Credit Analyst to perform Portfolio management duties such as:
+ Establish and maintain Investor Group on lender Portal.
+ Perform Monitoring action and Conduct periodic deal Review.
+ Execute decisions to renew or modify deals.
+ Communicate directly with clients regarding credit events and actions as needed.
+ Works independently to pitch a more complex deal structure.
+ A focus on continuous learning to keep up with ever-changing market dynamics.
+ Mentor to more Junior PMs and Credit Analysts.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
+ At least 6 years credit analysis and/or loan review experience in Commercial Banking.
+ Advanced analytical skills, critical thinking and verbal and written communication skills.
+ Professional presence (client-facing).
+ Experience managing an advanced commercial client portfolio with some degree of complexity.
+ Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
+ Expertise in financial and risk analysis, including financial modeling.
+ Demonstrated expertise in using effective problem solving.
+ Proficient with technology and ability to learn new applications.
WORKING CONDITIONS:
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Extended viewing of a CRT screen.
+ Some travel required
SUPERVISORY RESPONSIBILITY:
+ In some cases, role may be r esponsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
Commercial Portfolio Manager II
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Columbus, Ohio 43231
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.
Robotic Process Automation (RPA) Operations IT Specialist
Columbus, OH job
Modifies existing software/application programs, which are typically more complex in nature, or writes new programs to support user and management needs. Designs, tests, debugs, documents, and implements those programs. Consults with users to design, modify, and explain program changes or to provide technical support. Resolves problems which occur in production systems. May serve as project leader in the development of automated systems or procedures. Provides direction and training to other team members.
In this role, the successful candidate will design develop, test, integrate and support Robotic Process Automations using Blue Prism and other technologies.
The selected candidate will:
* Design, develop, unit test and integrate RPA solutions
* Participate in requirements definition
* Complete proof of concepts
* Work with outside vendor teams
* Provide development estimates based on project scope
* Learn new systems, application, technologies and business domains
* Understand industry trends, standards and practices as they apply to Huntington
* Comply with all team and corporate standards and guidelines
* Support, trouble-shoot and resolve production issues
* Complete tasks independently as well as in small team setting
* Enjoy multi-tasking and working in a fast paced environment
* Assist with leading, training, and mentoring other team members
Basic Qualifications:
* Bachelor's degree
* 4+ years of experience in developing Blue Prism Robotics Process Automation (RPA) solutions in a corporate environment
Preferred Qualifications:
* Proficiency with the Microsoft Office suite of applications
* 2+ years developing JavaScript web applications
* 2+ years developing .Net applications (web based or desktop)
* 2+ years developing VBA (Microsoft Office macros) applications
* 2+ years developing mainframe scripting applications (Passport, Attachmate)
* 2+ years developing RPA solutions using Automation Anywhere, UI Path and/or Ruby Cucumber
* Must demonstrate a high level of attention to details and high quality fit and finish with deliverables
* Must demonstrate ability to learn new technologies and tools
* Must demonstrate strong analytical and troubleshooting skills
* Must demonstrate the ability to balance both development and support roles
* Must demonstrate experience working with business segments
* Must demonstrate strong interpersonal skills, excellent communication skills and ability to work well
with others.
*
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyCustomer Experience Banker- 161 Sawmill
Columbus, OH job
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology.
Duties and Responsibilities:
Providing excellent customer service and effectively resolving customer issues.
Being proficient in understanding and educating customers on consumer deposit products and consumer lending.
Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
Adhering to all operational, security, risk and regulatory policies and procedures.
Demonstrating acumen in sales, customer service, relationship management, banking, consumer lending, business banking, business lending, communication and presentation.
Other duties as assigned.
Basic Qualifications:
High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree.
Preferred Qualifications:
1 year or more in customer service in banking, financial services or goal driven retail sales.
Cash handling skills.
Comfort with technology such as mobile services and online banking services.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyCommercial Real Estate Risk Officer Sr
Columbus, OH job
The Regional Banking Business Risk Officer Senior plays a key role in the delivery of risk strategy and execution for Huntington's Regional Bank, including commercial real estate, commercial lending/deposit relationships, underwriting/portfolio management and operations. The incumbent will be a key colleague responsible for risk activity, working with a team of experienced risk professionals, and partnering with senior leaders to ensure effective risk governance, credit oversight, regulatory compliance, and operational resilience.
Duties & Responsibilities:
Serve as a core advisor to Regional Banking Sales, Credit and Operations colleagues, providing expert guidance on risk mitigation, procedure development, and regulatory change impacts.
Ensure sustainable first line risk programs are in place that will identify, assess and mitigate potential risks.
Actively engage with business partners to manage findings in conformance with Issues Management requirements.
Communicate risk-related information to all relevant stakeholders, including senior management, initiative leaders and compliance/legal partners.
Ensure thorough risk assessments are conducted, to identify potential risks across Regional Banking.
Work with other Business Risk Officers and Segment Risk Managers to recommend risk mitigation strategies and controls to minimize the impact of identified risks.
Regularly assess the control environment to ensure effectiveness and appropriate alignment with operational processes.
Assess Strategic Risk for the Segment, including the quarterly Risk and Control Self-Assessment (RCSA).
Assess policy and procedural compliance of the Segment with applicable frameworks and policies.
Proactively challenge and influence both business and risk partners on complex risk issues, ensuring that remediation strategies are not only timely but also effective and sustainable.
Basic Qualifications:
Bachelor's degree
Minimum of 7 years of experience in Audit, Compliance, Risk Management or Operational Risk
7+ years' experience within Commercial Real Estate & Industrial industry dealing with credit, operations, laws and regulations
Preferred Qualifications:
7+ years' experience with commercial real estate, in either a lending, underwriting and/or management capacity
Broad industry and banking knowledge
Ability to work in a fast-paced environment with attention to detail
Demonstrated ability to convey ideas verbally and in writing with a clear, concise and organized method appropriate for the intended audience
Proficient in managing multiple priorities and tight deadlines
Strong analytical problem-solving skills
Ability to lead and motivate others, manage resources, and influence decision making
Knowledge and ability to work with MS Office products effectively and efficiently
#LI-DS23#LI-onsite
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$125,000 - $255,000 Annually
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyClient Relationship Consultant 1-4 (Banker) - Columbus, OH Branches
Columbus, OH 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**
**Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.**
**Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.**
**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.**
**This active posting is for a Client Relationship Consultant role: Client Relationship Consultant 1, Client Relationship Consultant 2, Client Relationship Consultant 3, and Client Relationship Consultant 4. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting.**
**We have full time openings at our Columbus S High, Bexley, Galloway Kroger, and Great Eastern Offices (40 hours per week).**
**We have a part time opening at our Hilliard Square Kroger Office (20 hours per week)**
**Client Relationship Consultant 1**
**Basic Qualifications**
**- High school diploma or equivalent**
**- Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training**
**Preferred Skills/Experience**
**- Proven ability to build and foster relationships with clients through proactive outreach and follow up**
**- Ability to effectively engage and communicate with clients**
**- Basic knowledge of applicable bank and branch policies, procedures and support systems**
**- Proven customer service and interpersonal skills**
**- Experience with using and demonstrating digital products and self-service technologies**
**- Ability to explore and identify a customer's true needs while leveraging a digital first mindset**
**- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively**
**- Experience in the financial services industry preferred**
**Client Relationship Consultant 2**
**Basic Qualifications**
**- High school diploma or equivalent**
**- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training**
**Preferred Skills/Experience**
**- Proven ability to build and foster relationships with clients through proactive outreach and follow up**
**- Ability to effectively engage and communicate with clients**
**- Thorough knowledge of applicable bank and branch policies, procedures and support systems**
**- Proven customer service and interpersonal skills**
**- Experience with using and demonstrating digital products and self-service technologies**
**- Ability to explore and identify a customer's true needs while leveraging a digital first mindset**
**- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively**
**- Experience in the financial services industry preferred**
**Client Relationship Consultant 3**
**Basic Qualifications**
**- High school diploma or equivalent**
**- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training**
**Preferred Skills/Experience**
**- Proven ability to build and foster relationships with clients through proactive outreach and follow up**
**- Ability to effectively engage and communicate with clients**
**- Thorough knowledge of applicable bank and branch policies, procedures and support systems**
**- Thorough knowledge of all retail products and services**
**- Proven customer service and interpersonal skills**
**- Experience in participating in sales campaigns/promotions**
**- Experience with using and demonstrating digital products and self-service technologies**
**- Ability to explore and identify a customer's true needs while leveraging a digital first mindset**
**- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively**
**- Experience in the financial services industry preferred**
**Client Relationship Consultant 4**
**Basic Qualifications**
**- High school diploma or equivalent**
**- Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training**
**Preferred Skills/Experience**
**- Proven ability to build and foster relationships with clients through proactive outreach and follow up**
**- Ability to effectively engage and communicate with clients**
**- Advanced knowledge of applicable bank and branch policies, procedures and support systems**
**- Thorough knowledge of all retail products and services**
**- Proven customer service and interpersonal skills**
**- Experience in participating in sales campaigns/promotions**
**- Experience with using and demonstrating digital products and self-service technologies**
**- Ability to explore and identify a customer's true needs while leveraging a digital first mindset**
**- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively**
**- Experience in the financial services industry preferred**
\#BranchEast
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: $20.00 - $20.00
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.**
Relationship Banker
Powell, OH job
The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks.
Weekly Scheduled Hours: Monday-Friday 8am-6pm
ESSENTIAL DUTIES AND RESPONSIBILITIES
Sales and Business Development
* Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
* Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
* Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
* Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
* Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
* Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
Client experience
* Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
* Deliver excellent client experiences consistently and promptly resolve client issues effectively.
* Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
* Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
* Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service.
* Assist banking center management with "on the job training" of new associates.
* Assist with dual control vault responsibilities and audit controls.
* Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job related duties as assigned.
SUPERVISORY RESPONSIBILITIES
No supervisory responsibilities
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required.
* High school diploma or general education degree (GED)
* 2 - 5 years of experience as a Universal Banker or Teller
COMPUTER AND OFFICE EQUIPMENT SKILLS
Microsoft Office Suite, Salesforce
CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)
None required.
NMLS Language
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.
DeGarmo Behavioral Assessment Requirement
All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
The assessment takes approximately 12-15 minutes to complete
Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
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
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Business Banking Underwriter IV
Columbus, OH job
The Business Banking Underwriter IV is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy.
Duties and Responsibilities:
Supports Business Banking production by maintaining an individual pipeline of work.
Reviews all financial and credit application information to make sound credit decisions. Loans would typically include those with most complex credit structures and customer exposure up to $10MM.
Utilizes single approval authority up to $4MM.
Appropriately assess risk profile of borrower.
Assist with training and mentoring new hires as well as providing support for the UWI, UW II & UW III job families as needed.
Tasks as needed to support the line of business and job family.
Act as primary back up for their manager as needed for team huddles & meetings.
Is positioned with knowledge and expertise to represent direct manager outside of function group as needed.
Collaborate with both credit and segment risk to meet or exceed department goals.
Performs other duties as assigned.
Basic Qualifications:
Bachelor's degree
7+years' experience with business or commercial underwriting in a centralized lending environment
Preferred Qualifications:
Bachelor's degree in business related field
3-4 years leadership / management experience
Ability to underwrite credit exposures in excess of $4MM.
Previous authority to underwrite and decision credits without additional signers.
Demonstrates confidence, assertiveness, professionalism, and ability to interact with all levels within the organization in a professional manner.
Proficient use of Microsoft Office and other internet resources
Excellence in customer service, highly motivated, focused and goal oriented.
Excellent written and verbal communication skills, including grammar and demeanor.
Strong organizational skills with attention to detail, planning and follow-up.
Ability to work independently on multiple tasks without compromising quality.
Ability to determine and make necessary changes without oversight within their functional team to better the unit as a whole.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyConsumer Direct Loan Specialist - Columbus, OH, Flint or Detroit, MI
Columbus, OH job
As a Consumer Direct Loan Originator, you're more than just a financial resource for our existing customers; you're their partner in creating a brighter future. Huntington has an extremely loyal customer base, a reputable standing in the community and far-reaching brand awareness. You'll be working in a fast-paced and exciting professional corporate environment selling Consumer Lending and Financial products while providing sound financial advice based on a full understanding of the needs of our customers. In addition, you'll work cooperatively with other channels throughout the organization as you sell or refer the full spectrum of banking products and services Huntington has to offer. We are looking for candidates with the natural ability to self-monitor, stay on task, execute and follow a structured regimen with little supervision. We encourage employee performance and reward outstanding talent with lucrative incentives. Those interested must be confident yet humble, driven yet teachable and have the ability to build good client and team relationships.
Duties & Responsibilities:
Focuses on consumer lending and broadening existing customer relationships through phone sales and referrals of all Huntington products and services.
Places outbound calls through a variety of lead sources; discovers needs of customer; explains the features and benefits of financial products and services; recommends financial solutions to customer; originates Huntington products and services.
Uncover additional needs and make sales referrals to various channels of the bank.
Averages 60+ contact attempts daily through our leads management system.
Demonstrates high energy, initiative and driven to meet department and production goals.
Maintains up to date knowledge of products, services, technology and regulations.
Interacts closely with Retail and/or product partners to meet customer needs.
Understands sales tracking/pipeline management.
Inputs accurate and thorough loan applications.
Partners on the strategic vision of the department.
Performs other duties as assigned.
NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required.
Basic Qualifications:
High School Diploma required
Minimum 2 years Financial Sales Experience required
Preferred Qualifications:
Retail banking sales or consumer loan origination experience highly preferred
Related financial product experience beneficial
College or evidence of advanced education considered a plus
Outbound phone sales experience preferred
Must possess excellent oral and written communication skills
Must have a disciplined approach to time management
Ability to work autonomously, yet as a team when needed and be a fit for the culture
Ability to interact with all levels of the organization
Receptive to coaching and adjusting behaviors as needed
#LI-NA1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplySr. Credit Services Specialist
UMB Bank job in Columbus, OH
This position provides support for UMB's Consumer Credit Cards specific to the Card Loss Mitigation functions. **How you will spend your time:** + Complete complex transactional processing while meeting regulatory and compliance guidelines within completion timeline expectations
+ Assist with developing strategy for policies and procedures and support maintaining Collection and Recovery policies and procedures
+ Analyze, research, and resolve escalated issues; Proactively identify functional improvements and evaluate liquidation trends to assess vendor performance
+ Perform quality checks to ensure account updates and reports are processed properly
+ Communicate on a consistent basis with 1st and 3rd Party Collections agency answering questions or providing clarification on account questions
+ Support process enhancement implementation updates
+ Stay current with UMB's collections policies and procedures
+ Must be able to deliver to stringent timelines confidently
**We are excited to talk with you if:**
+ You have 2+ years of financial services experience
+ Knowledge of TSYS or other card processing platforms
+ Accuracy and strong decision-making skills
+ Aptitude for problem solving and attention to detail
+ Ability to manage time and meet deadlines
+ Ability to work proactively & collaboratively in a team environment
+ Strong written communication skills
+ Ability to partner with multiple areas to achieve common goal
**Bonus points if you have:**
+ 2+ years of experience with Collections/Recovery in a credit card environment
**Compensation Range:**
$38,910.00 - $75,080.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
Business Development Officer - Capital Finance
UMB Bank job in Columbus, OH
is seeking candidates in the Phoenix, AZ or Los Angeles, CA metropolitan areas**** As the **Business Development Officer - Capital Finance** , you will be responsible for originating loans consistent with the Company's credit policy; negotiating price and structure of new transactions within set limits; reviewing and approving all transactions before reporting to Executive Management; initiating and maintaining relationships with referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and seeking approval from Executive Management for new client transactions. This key position reports to the EVP/National Marketing Manager and has access to company financial, market, client, and personnel information. . You will market to current and potential referral sources including, but not limited to, the following: Banks, Certified Public Accountants, Attorneys, Private Equity firms, financial firms, Business brokers, and National organizations. You will also visit prospective clients, as well as produce reports needed for new prospects and attend regularly scheduled meetings.
**How you'll spend your time:**
+ You will be responsible for originating loans consistent with the Company's credit policy
+ You will be negotiating price and structure of new transactions within set limits
+ You will be reviewing and approving all transactions before presenting report to Executive Management
+ You will be initiating and maintaining relationships with referral sources and influence centers
+ You will be assisting in the underwriting process of new client proposals from prospect to client funding
+ You will be seeking approval from Executive Management for new client transactions
+ You will market to current and potential referral sources including, but not limited to, the following: Banks, Certified Public Accountants, Attorneys, Private Equity firms, Financial firms, Business brokers, and National organizations
+ You will visit prospective clients
+ You will produce reports needed for new prospects and attends regularly scheduled meetings
+ Other duties as assigned
**We're excited to talk with you if:**
+ You possess a bachelor's Degree or equivalent work experience
+ You have 3 years credit experience with 3 years sales experience in a banking, finance or asset-based lending environment
+ You demonstrate knowledge and experience in the use of marketing tools and methods, including mailings, telemarketing, and other forms of customer outreach
+ You have the ability to make independent and sound judgments and decisions and have an understanding of how decisions affect business lines and the organization as a whole
+ You can read and interpret financial and budgetary documents
+ You possess professional verbal and written communication skills
+ You are analytical, highly organized, pay attention to detail, handle frequent interruptions with ease, and enjoy a fast-paced work environment
+ You can meet firm timelines and work under pressure
+ You show self-motivation and a sense of urgency
+ You demonstrate intermediate to advanced skills in Microsoft Excel and Word
**Compensation Range:**
$157,500.00 - $292,572.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
HELOC Portfolio/Risk Specialist, Consumer Finance
Columbus, OH job
The HELOC Portfolio/Risk Specialist plays a critical role in assessing and managing the credit quality and risk exposure of the Home Equity products. This position is responsible for ongoing portfolio monitoring, risk identification, performance analysis, and strategic recommendations to ensure sound credit practices and regulatory compliance.
Key Responsibilities:
Analyze portfolio data to identify emerging credit quality concerns, economic risks, and potential exposure.
Monitor portfolio performance to ensure alignment with corporate policies and regulatory standards.
Prepare and present reports on portfolio trends, performance metrics, and risk forecasts.
Advise management on credit and economic risks, recommending mitigation strategies as needed.
Maintain accurate and comprehensive documentation for assigned portfolio segments.
Collaborate with cross-functional teams to develop and implement strategies that support portfolio objectives.
Perform additional duties and special projects as assigned.
Basic Qualifications:
Bachelor's Degree or equivalent banking industry experience in credit/lending
5+ years of experience in banking industry preferably business/commercial credit or complimentary quality assurance space
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyMortgage Loan Processor 2
Columbus, OH job
The Mortgage Loan Processor 2 is a critical customer facing position that performs a wide range of duties related to the processing and pre-underwriting of residential mortgage loans. Duties are both file and vendor level in nature. Maintains regular contact with both external and internal customers to ensure workflow deadlines are met. Assumes responsibility as the point person and coordinates processing the loan file from receipt in Fulfillment until submission to Closing. Proactively communicates status on the loan to borrowers and loan officer and maintains contact with external and internal partners to ensure expected closing deadlines are met. Primary responsibilities include reviewing and verifying loan documents including W-2 income, IRS tax returns, self-employed borrower income, assets, credit, appraisal, condo certification, homeowner's insurance, title insurance, etc., and ensuring the information is complete, accurate and complies with underwriter and program details. Must be able to communicate clearly and effectively with multiple people, multitask, work in a team environment, and manage an assigned pipeline. Exceptional attention to detail - the right candidate must be organized, able to multitask and have excellent time management
Duties & Responsibilities:
Processes FHA, VA, Conventional, and Jumbo loans
Financial Analysis - Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material. Verify and analyze loan documentation including credit reports, income, asset, appraisal, title, homeowner's insurance documents - as well as general ways to structure a loan
Ensures a minimum level of documentation (e.g., credit worthiness, analyzing income and asset data) is submitted prior to delivering a loan file to Underwriting for review utilizing fraud and compliance tools, review alerts and clear conditions
Demonstrate working knowledge of federal and state guidelines, rules and regulations such as RESPA, TILA, HMDA, etc.
Update fees based on the preliminary Closing Disclosure, corrected documents, and loan change requests and ensure any changes which require redisclosure have been accurately notated and checked in the loan origination system for compliance purpose
Organizes and uploads documents to the image system, validating what has been provided and indexing items into the appropriate folders.
Nurture a pipeline of loans maintaining timely and compliant flow to meet internal and external service level agreements
Prioritize and monitor daily workflow in order to ensure all loans are being worked on in accordance with expected timelines
Effective communications - Understanding of effective concepts, tools and techniques; ability to effectively transmit, receive and accurately interpret ideas and information
Contact borrowers to collect required documentation and be a liaison between origination, underwriters, relators, and borrowers. Borrowers include first time home buyers, private client group, existing and new bank customers, and customers seeking purchase or refinances
Work closely with our Loan Officers and Personal Production Assistants to ensure a timely and accurate experience of the customer throughout the mortgage process.
Interact with mortgage professionals to obtain information from the borrowers or to seek clarification about documents in the loan files
Manages an average pipeline of loans within assigned operations center
Performs other duties as assigned.
Basic Qualifications:
High School Diploma/GED
Minimum of 1 year of demonstrated residential mortgage processing or previous experience fulfilling the roles of Processor, Loan Officer Assistant, Loan Officer, Closer, or equivalent mortgage operations position
Preferred Qualifications:
College degree
Current working product knowledge of FHA, VA, Conventional and other loan programs such as Jumbo, Portfolio, construction to permanent, down payment assistance and bond programs.
Experienced in automated underwriting to include Fannie/Freddie (CONV/FHA/VA/RD)
Self-motivated, self-reliant person who can succeed in a remote position, working from home
Excellent disposition, mindset, communication skills and work ethic
Ability to multi-task with strong attention to detail while meeting deadlines in a fast-paced environment
Strong listening and problem-solving skills
A commitment to integrity and customer service
Demonstrate working knowledge of federal and state guidelines, rules and regulations such as TRID and Reg B
Ability to analyze income and tax forms accurately and calculate income for all types of borrowers
Strong knowledge of mortgage procedures, processes, and documentation
Able to work independently on processing various loan applications
Able to prioritize in order to meet loan closing deadlines
Familiarity with Microsoft, mortgage, and banking applications/software
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyPrivate Bank Wealth Advisor II
Columbus, OH job
The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.
Duties and Responsibilities:
Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Self-acquires new business by being active and well connected in the community and with external centers of influence.
Responsible for providing legendary client service to retain client relationships.
Builds strong relationships across all Huntington business segments to deepen client relationships.
Works with relationships of moderate to high complexity.
Knowledgeable on key compliance and regulatory requirements.
Performs other duties as assigned.
Basic Qualifications:
Bachelor's Degree
State Life and Health Licenses required to be obtained within 90 days of hire
At least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.
Preferred Qualifications:
Securities and life insurance licenses preferred but not required.
Demonstrated success working with high-net-worth clients.
Proven ability to build strong relationships with clients.
Excellent written and verbal communication skills.
Ability to multi-task.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-Apply