UMB Bank jobs in Phoenix, AZ

Sr. Practice Solutions Relationship Manager-Phoenix, AZ or Dallas, TX The Practice Solutions team is highly focused and specialized, working with private, owner-managed dental, optometry, veterinary and medical specialty practices. Providing the unparalleled customer experience that practice owners desire most (the CORE), having specialized knowledge and products, and deep relationships with key influencers in the segment, allows us to bring significant value to our clients and their practice. At UMB Practice Solutions, your practice is our business. As the Sr. Practice Solutions Relationship Manager, you will evaluate the needs of healthcare professionals and business owners and design custom solutions to help them achieve their financial objectives. You will establish and grow full client relationships through direct prospecting, client referrals, and your network of industry professionals. This role is hybrid (Mon/Tues/Wed/Thur on site). How you will spend your time: You will be responsible for the acquisition, management and growth of assigned Practice Finance territory. You will generate, retain, & expand lending, investment and deposit relationships with new and existing medical, dental, optometry, chiropractic and veterinary prospects and clients through client referrals, centers of influence & direct prospecting. You will develop, generate and follow up on new medical, dental, optometry, chiropractic and veterinary prospect leads through existing clients, client referrals, COI referrals, & prospecting. You will act as a consultant to clients and a resource to the Bank in developing & retaining business. You will negotiate loan proposals, analyze & evaluate credit requests & write loan commitments, recommend appropriate credit grade, make verbal/written presentation to underwriter or loan committee, and implement approval/declination action. You will participate in professional activities in order to enhance the bank's image and expand personal network of practice contacts for development of new business. You will attend local and national industry trade shows as part of the Practice Solutions national team. You will communicate and collaborate with consistency and transparency with business banking teams and all internal partners. You will manage overall relationship profitability & portfolio risk and be responsible for profitable growth of the portfolio assigned (includes loans, deposits, & fee income). You will provide insight & ideas for enhancing client relationships, client cash flow, profitability, and efficiency. You will monitor & manage existing credit relationship, which includes note renewals, reviewing & detailed analysis of current financial statements & collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions & covenant monitoring, compiling reports necessary to monitor asset & credit quality and compliance with policy/regulation. You will serve as the primary link for all financial services to the individual Practice Solutions client with the bank (i.e. Treasury Services, International, Trust, and Cash Vault). You will consistently use and maintain CRM usage. Other duties as assigned. We're excited to talk with you if: You possess a bachelor's degree OR equivalent work experience You have 7 years proven Practice Finance sales experience. You demonstrate superior strategic sales knowledge selling to small business owners. You demonstrate a high level of Practice Finance specific product knowledge. You have depth of knowledge in market/industry trends. You demonstrate strong ability to source/produce efficient credit opportunities. You have knowledge of credit and operational risk ability to quantify potential exposure and advise team. You understand credit underwriting. You possess extensive knowledge and understanding of commercial lending practices and loan documentation/loan servicing requirements. You demonstrate advanced knowledge of financial analysis (including ratio and trend analysis and projections). You have thorough knowledge of accounting principles and practices. You have demonstrated capacity to sell products/services within the financial services industry. You demonstrate proficiency in Word, Excel and PowerPoint. Compensation Range: $69,230.00 - $149,000.00 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.

Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do * Assist customers with a wide range of inquiries and requests * Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer * Open new accounts and provide product/service information * Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing * Process transactions accurately and adhere to all compliance requirements * Review daily reports and perform maintenance on accounts * Recognize and develop opportunities for cross-selling FirstBank products and services * Sell bank products and meet company sales goals * Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures * Perform other duties and projects as assigned by the market or region * Understand and comply with all provisions of the Safety in the Workplace policy * Hours may vary from 35-40 hours per week Minimum Requirements * Entry-level job with little or no prior relevant work experience in the function Preferred Requirements * Cash handling and customer-service experience Knowledge, Skills, and Abilities * Good customer-service skills and the ability to work well with others * Basic mathematic and problem-solving skills * Comfortable in a sales environment * Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements * Frequently remains stationary throughout a typical business day * Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer * Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms * Occasionally positions self to access drawers and shelves of various heights * Frequently reaches for and handles paperwork and files * Constantly communicates with customers, coworkers, and management in-person and on the phone * Must be able to exchange accurate information * FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: * New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation * This job opportunity is expected to close on December 16th, 2025*

At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn't changed. **At NBAZ, the possibilities are endless - come for the job, stay for a career.** We are looking for a **CRA Mortgage Lender** to provide top notch customer service to our clients and customers. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! **Essential Functions:** + Responsible for soliciting and bringing in mortgage business for the bank through previous contacts, relationships and referrals form real estate agents, builders, developers and branches. + Ensure compliance with regulatory guidelines in the performance of loan originator duties. + Interviews potential applicants to develop information concerning their needs, desires and other information. + Obtains and review pertinent financial and credit data. + Responsible for assisting customers with information about loan types and interest rate options, locking interest rates as requested by the customer, preparing and sending initial disclosures to customers and submitting information to automated underwriting software. + Ensures any re-disclosures are made timely. + May order appraisals through our systems, arrange for title search and obtain necessary documents. + Responsible to communicate with the customer throughout the process and work with processors through closing. + Originates residential home loans. + Keeps informed of trends and developments in the local real estate market and changing rules and regulations pertaining to mortgages. + Develops and maintains internal relationships to drive cross-sell opportunities for other bank products. + Other duties as assigned. **Qualifications:** + Requires a college degree and 4+ years of mortgage lending origination experience required, including residential construction experience or other directly related experience. A combination of education and experience may meet requirements. + Advanced knowledge of mortgage lending, processing, credit analysis, mortgage laws and regulations + Ability to successfully solicit loans. + Good problem solving skills. + Ability to work independently. + Strong interpersonal skills + Demonstrated ability to handle multiple priorities. + Strong verbal and written communication skills + Ability to work effectively in high pressure environment. + Ability to work with various types of computer software, including mortgage specific software. This position is eligible for hourly state minimum wage plus commission. Commission is calculated based on financed loans that meet customer qualifications and lender requirements. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits including coaching and therapy sessions. + Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire. + Employee Ambassador preferred banking products. **Req ID:** 067507 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. The Appraisal Review Manager selected for this opportunity will be working within Real Estate Technical Services to support daily operations across multiple teams. This dynamic position will require the successful candidate to be comfortable with change, development of new skills, and consistently being self-driven to balance multiple responsibilities simultaneously within prescribed deadlines. This role will report to the new Enterprise Technology Center in Midvale, UT. Responsibilities: * The Appraisal Review Manager is responsible for the residential appraisal review area and serves as liaison, efficiency expert and problem-solver between loan production and the residential Appraisal Review Department. * Participates in the automation of the appraisal procurement, review, scoring and system monitoring process to ensure industry "best practices" and provide a competitive advantage. * Manages the daily operations, focusing on increasing reliability, accuracy and efficiencies relating to procurement and review of residential real estate appraisals for consumer and mortgage lending, across all regions. * May be required to perform appraisal reviews. * Develops, administers, and manages the training of the appraisal review specialists, for both direct reports and applicable bank staff. * Manages the consumer and mortgage lending "appraisal dispute" function for consumer and mortgage lending customers. * Resolves appraisal disputes and appraiser or client complaints, as necessary. * Performs project management leadership functions as a project manager or team member, as needed. * May be responsible to drive process improvement initiatives, including gathering and documenting business requirements. * Strong project management experience and data analytics proficiency preferred. * Possesses proficiency in MS Office, as well as experience in Power BI, Power Apps, Power Automate, and TEAMS. Proficiency in SQL and Python, preferred. * Assists in all phases of third-party supplier risk management life cycle for valuation services vendors. * Keeps abreast of industry knowledge and regulations pertaining to appraisal methodology and secondary mortgage market policies and procedures to ensure both regulatory and investor compliance. * Provides oversight to executive management by developing and providing various departmental reports, as necessary, to department management. * Facilitates the efficient integration of all applicable operating systems. * Responsible to ensure compliance with bank policies, federal regulations and USPAP standards. * Ensures that appraisals are consistent with regulations. * Responsible for interpreting and implementing current regulations. * May also order appraisals to control costs, ensure independence between loan and appraisal departments and give proper instructions for the appraisers. * Responsible for hiring, transfers, terminations, and performance evaluations. * Other duties as assigned. Qualifications: * Requires a bachelor's degree in business, finance, or related fields, * 6+ years of directly related appraisal, credit, or financial analysis or equivalent. * Management experience required. Management experience at a federally regulated institution preferred. * Certified Residential Appraiser license required at a minimum. * Professional appraisal association designation preferred. * Requires advanced knowledge of appraisals, appraisal practices, principles, applications, and methods. * Advanced knowledge of audit procedures, legal and regulatory requirements. * Must possess applicable appraisal licensing, valuation experience and requisite mortgage and consumer lending knowledge to facilitate the efficient integration of all applicable operating systems. * Must have strong management, client relations and communication skills, both written and verbal. * Must possess advanced analysis and problem-solving skills. * Ability to work with internal and external clients. * This position is eligible to earn a base salary in the range of $115,000 to $145,000 annually depending on job-related factors such as level of experience and location * Work Location: This position can be located at one of our headquarters in the following locations: * Phoenix, AZ * Denver, CO * Las Vegas, NV * Houston, TX * Midvale, UT Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions. * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products

At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for a seasoned **Part-Time Client Service Associate (Teller) - 20 Hours** to join Arizona's #1 Community Bank in our **Mesa Main** branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! **Essential Functions:** + Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. + Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. + Resolves clients' problems either through direct personal action or referral to alternative branch or bank resources. + Identifies and maximizes cross-sell the banks' opportunities through exploring needs. + Other duties as assigned. **Qualifications:** High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience. Schedule: Monday - Friday: 10:00 A.M. - 2:00 P.M.; 20 hrs./wk. + **_Must be able to work a flexible schedule within the hours listed above._** + Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking. + Must have solid balancing and customer service skills. + Ability to cross-sell bank products based on client's needs. + Bilingual proficiency in English and Spanish languages, is preferred. Pay range: $17.00 - $21.75 per hour, depending on experience. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. + Mental health benefits include coaching and therapy sessions. + Tuition Reimbursement for qualifying employees. + Employee Ambassador preferred banking products. Positions of 20 hours or more per week are eligible to participate in employee benefits provided by NBAZ, in accordance with our standard eligibility rules, including health insurance, life insurance, 401(k) plan and other benefits offered to employees in comparable positions. **Req ID:** 069046 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.

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

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The HR Product team is hiring an experienced Varicent ICM Product Consultant. We are looking to expand our team by adding someone that has experience configuring in the cloud-based Varicent application and can help drive towards adoption of Presenter Adaptive reporting. This role will support design, report configuration, and testing of incentive plans in Varicent across various U.S. Bank business lines. Responsibilities: * Provide subject matter expertise in Varicent to guide and upskill HR Product team members in the building and expanding of the Varicent application. * Lead efforts to modernize reporting by converting legacy reports to Presenter Adaptive format, ensuring alignment with business needs and usability for end users. * Provide guidance and recommendations on system functionality optimization, design, and enhancements to ensure the product keeps up with Varicent's latest technology capabilities (artificial intelligence, workflows, virtual agents). * Perform testing and analysis to ensure the system meets or exceeds customer requirements. Ensure design solutions are validated/tested to confirm the design is working as planned, downstream impact is considered, and additional problems are not inadvertently resulting from the change. * Log and maintain tickets in Jira, which is our HR Product support application. Take ownership of issue though resolution. Communicate and educate business teams as needed on resolution. * Analyze, understand and share learnings from peer groups, Varicent Community, and professional networks to build strong knowledge of the product. Drive knowledge sharing with team members. Basic Qualifications: * Bachelor's degree in Information Technology, Human Resources, Business Administration, Engineering or equivalent work experience * 3-5 years proven configuration experience in Varicent * In-depth understanding of incentive compensation plan rules and formulas Preferred Skills/Experience: * Ability to understand and translate business needs into technical requirements * Comprehensive knowledge of HR business processes and the technology platforms used to support, including web and mobile capabilities * Proficient analysis and research skills, i.e., ability to support complex system features, incidents, and future product state with the purpose of maintaining and improving delivery of services * Ability to negotiate priorities and manage difficult conversations in favor of advancement of digital and agile culture. * Experience as an Agile team member, i.e., experience participating in design, sizing, configuration, testing, release, and deploy lifecycle, as well as supporting iterative configuration and engaging stakeholders as needed * Ability to write and analyze reports, review system audit reports and make recommendations on process or technical changes. * Effective verbal, written, and interpersonal communication skills, ability to lead meetings re: technical/functional design, demo, and feedback sessions * Advanced knowledge of technology desktop software and tools (e.g. Microsoft office suite, Windows infrastructure), industry trends and tools and key enterprise software Location Expectations This role requires working from a U.S. Bank location three (3) or more 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: $105,400.00 - $124,000.00 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.

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. Basic Qualifications - Bachelor's degree, or equivalent work experience - Typically one to three or more years of customer service, consultative sales and/or prospecting experience Preferred Skills/Experience - Comprehensive knowledge of applicable bank and branch policies, procedures and support systems - Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations - Basic knowledge of cash flow management and business credit underwriting - Effective written and verbal communication skills and can convey business recommendations in an effective manner If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00 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.

At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for experienced **Branch Service Manager FLOAT** candidates to join Arizona's #1 Community Bank for our **Phoenix Metro Region** . If you have the talent and passion for customer service, sales, and client relationship development, then we are interested in speaking with you! Currently seeking qualified candidates who will travel to all the branches (18 of them) within the Phoenix Metro area to cover shifts when branch employees call in sick, are on vacation, or just when the branches require additional staffing. Home base will be determined based on new hire's location. **Essential Functions:** + Under the direction of the branch manager, is responsible for assisting in achieving the strategic goals of the branch through their own production, as well as the oversight of inside sales and service. + Assists in keeping the branch in compliance with all bank policies and procedures and prepares branch for internal audits. + Identifies and addresses client needs and provides solutions which may include new accounts, consumer loans, performs client service issues, and responds to more complex client complaints and questions. + Makes appropriate referrals for other bank products and services, including commercial lending products. + Ensures all employees are properly trained and able to refer prospects/clients to other bank products and services. + Provides sales leadership for other branch employees, which includes overseeing both the inside and outside sales efforts of those employees. + Responsible for coaching, mentoring, and monitoring service levels within the branch. + Works closely with key partners to achieve sales and service objectives and maintains operational integrity. + May be responsible for processing cash transactions and other customer service duties within the branch. + Supports additional assigned responsibilities to help the branch achieve overall success in sales, service, and operations. + Other duties as assigned. **Qualifications:** + Requires a high school diploma and 2+ years' experience in retail banking, sales, new accounts, customer service, loan processes or other directly related experience. A combination of education and experience may meet requirements. + Knowledge of the banking industry, processes, procedures, regulations, and products. + Knowledge of lending process and procedures. + Strong customer service, relationships building, sales and management skills. + Ability to handle various client concerns and problems. + Must have good communication skills, both verbal and written. + Knowledge of computer programs, i.e., word processing, spreadsheets, etc. + Ability to set and maintain high quality work standards. + Ability to lead a group. + Ability to deal effectively with people in various job capacities. + Excellent problem solving and communication skills. + Bilingual proficiency in English and Spanish languages, is preferred. Hours: Monday - Friday: 8:00 AM - 5:30 PM; 40 hours/week **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. + Mental health benefits including coaching and therapy sessions. + Tuition Reimbursement for qualifying employees. + Employee Ambassador preferred banking products. **Req ID:** 068146 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by _American Banker as_ one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Bancorporation dba National Bank of Arizona in Phoenix is now accepting applications for a **_Commercial Construction Loan Disbursement Specialist_** . This is your opportunity to join a great team. We are looking for a dynamic professional who strives to provide excellent customer service. If you have experience working with real estate loans, construction budgets and loan servicing, we want to talk to you! This position is located on site in Phoenix, AZ. **_This is what your day will look like:_** + Review, analyze and process loan draws for commercial construction projects; evaluate property inspection reports, invoices, lien waivers, and construction budgets to assure they support the amount of funding requested. + Collaborate with Commercial Relationship Management and Loan Closing teams to set up loan budgets that comply with the loan approval. + Work directly with the bank customer to resolve budget, documentation or payout concerns. + Engage with Credit and Loan Administration groups to follow internal disciplines for responsible portfolio management for your assigned portfolio. + Schedule and direct pre-construction discussion with Borrower, Builder, and Loan Officer when requested. + May administer participation loans, coordinate with participating/lead bank(s). + Ensures loan administration is consistent with loan documents, bank and department policies and procedures. + Prepare payoff quotes and partial lien releases. + Review loans for past due status, insurance coverage, and tickler exceptions. **_What you need to bring to the table:_** + 2+ years' experience with commercial real estate loan servicing processes, management of construction loans, loan documentation or other directly related experience. + Good knowledge of loan management processes, financial institution standards and loan documentation. + Must be accurate, detail oriented and able to multi-task. + Must have good problem solving, writing and customer service skills. + Good time management. organizational skills, and able to work with deadlines. + Good communication and relationship building skills. + Solid technical and math skills, especially Excel. + Must be comfortable reading and understanding budgets. + High School Degree or Equivalent. Prefer advanced coursework in accounting, finance, business or similar discipline. A combination of education and experience may meet job requirements. **Benefits:** + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits including coaching and therapy sessions + Tuition Reimbursement for qualifying employees + Employee Ambassador preferred banking products **Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.** **Req ID:** 067854 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Investment Consultant role provides advanced investment education and advice as it works with clients who typically have between $25,000 and, up to, $250,000 in investable assets who may require multiple financial product offerings. The Investment Consultant will have access to a full product suite and a light Financial Planning tool, while it works with existing clients within a defined service model and with internal partners to make prospect introductions to uncover investment opportunities. The Investment Consultant works by appointment and handles the financial discovery process for internal team partners and makes referrals when appropriate, which is a key performance measure of the role. The Investment Consultant uses strong analytical skills to assess client needs and works to develop personalized financial relationships with a variety of clients with diverse financial needs that will result in repeat conversations and new or expanding financial services, assets, and opportunities. Candidates will also possess strong communication and time management skills as they balance helping clients with financial needs as well as working with partners to increase referral quality and volume in their assigned territory. The Investment Consultant works well with peers, providing and soliciting feedback from others to improve the client experience as well as to develop long-term client relationships in a team-based model. The Investment Consultant will also be expected to complete required Annual Reviews for clients in their assigned region. Basic Qualifications * A bachelor's degree, background in financial services, investments, or equivalent work experience * A minimum of one to two years of job-related experience in a financial sales position are preferred. * FINRA Series 7 along with either Series 63 and 65 or Series 66, but partially licensed applicants may be considered. Preferred Skills * Fluency in a second language, applicable state insurance licenses are desired. * Applicable state licenses - CRPC, CFP designations * Demonstrated sales and marketing abilities * Strong analytical skills to assess client needs * Proficient computer navigation skills using a variety of software packages including Microsoft Office * Ability to manage multiple tasks/projects and deadlines simultaneously * Well-developed analytical and problem-solving skills * Excellent interpersonal, verbal and written communication skills * Past experience with salesforce and MoneyGuide pro * A passion for building relationships with clients * Partially licensed candidates will be considered. Life, Accident & Health, LTC, and Annuity licenses required at, or within 6 months, of hiring. 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: $71,400.00 - $84,000.00 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.

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 Outreach Relationship Consultants build relationships by proactively calling existing and potential customers, engaging them via multiple channels including by phone, email, chat or virtually and by phone or video appointment 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. Supports the process for customers to open new consumer accounts, completes service requests and supports client submission of credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverage 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. Basic Qualifications * High school diploma or equivalent * Five or more years of customer service experience * Five or more years of sales experience 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 * Effective customer service and interpersonal skills * Proficient with using and demonstrating digital products and services * Experience in participating in sales campaigns and promotions * Ability to explore and identify a customer's true needs while leveraging a digital first mindset * Demonstrated consistent level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively * Experience in the financial services industry preferred * High call volume inbound and outbound experience LOCATION EXPECTATION: The role offers a hybrid/flexible schedule, which means there's an in-office expectation of three (3) or more 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: $22.50 - $30.00 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.

The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. **Key Responsibilities:** + Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. + Partners with Relationship Managers to: + Meet with current and prospective clients to understand the specific customer requirements and needs. + Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. + Answer client questions; ensure all data is accurate for loan underwriting. + Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. + Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. + Assist in the structure of new loans and renewals. + Coordinates closing and booking events. + Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. + Completes loan covenant compliance and annual loan reviews and review findings. + Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). + Performs all other duties as assigned **Qualifications Include:** + Bachelors Degree in business, accounting, or finance + At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) + Microsoft Office suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

**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

The internship will provide a thorough overview of the respective area and to allow learning in the financial services industry. This internship will work on a variety of projects; participate in department meetings and activities. Duties will involve analysis, project assimilation, data gathering and other duties as assigned. At least two years of undergraduate studies completed and has demonstrated strong academic performance 2.5 overall GPA Strong verbal and written communication skills Excellent analytical skills Detail oriented Skilled with system entry and mathematical formulas Demonstrated initiative both independently and within a team Proficient in Excel, Outlook and Word Compensation Range: $25,640.00 - $49,440.00 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.

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are seeking an experienced and highly motivated Wealth Strategist to join our team and help with our Family Office offering. The ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession planning. This role involves working closely with current and prospective clients to develop and implement customized financial plans that align with their long-term objectives. This position will be located in office in any of the following locations: Salt Lake City, UT; Las Vegas, NV; Phoenix, AZ; Denver, CO Key Responsibilities: * Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and needs. Ability to partner with wealth advisors to sell the benefits of the advanced planning services. Ability to communicate the value of planning for one's current and future goals. This person must be capable of working in a team environment with Wealth Advisors, Trust Administrators and Portfolio Managers. * Financial Planning: Develop and communicate advanced financial planning strategies, in areas such as retirement planning, estate planning, risk management/insurance analysis, educational modeling, estate plan review and recommendations, tax review and recommendations, wealth transfer planning, risk management, and providing wealth recommendations that align with client goals. * Compliance: Ensure all financial planning activities comply with regulatory requirements and company policies. * Team Collaboration: Work closely with other financial advisors, analysts, and support staff to deliver exceptional service to clients. * Continuous Improvement: Stay updated on industry trends, market conditions, and regulatory changes to provide the best advice to clients. Qualifications: * Bachelor's degree in Finance, Economics, Accounting, Financial Planning or a related field. * CFP required. * CPA, JD, or MBA preferred. * Advanced knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods. * Strong analytical and problem-solving skills. * Excellent communication and interpersonal skills. * Proficiency in financial planning software and tools. * In-depth knowledge of investment products, tax laws, and estate planning strategies. This position is eligible to earn a base salary in the range of $180,000 - $200,000 annually depending on job-related factors such as level of experience and location. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions. This 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. Basic Qualifications - Bachelor's degree, or equivalent work experience - Seven or more years of experience in Wealth Management private banking - Series 6-63 or Series 7-63 licenses Preferred Skills/Experience - Strong relationship management, sales, and business development skills - Significant understanding of Wealth products and offerings - Advanced competency in Financial Planning - Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business - Well-developed analytical and problem-solving skills - Ability to make critical decisions independently - Effective writing, speaking and presentation skills 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: $98,175.00 - $115,500.00 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.**

Opportunity to join one of the top lenders in the franchise finance industry with an exceptional culture and ability to grow your career. Primary role is to provide direct support for an experienced portfolio management team responsible for determining credit worthiness of new and existing borrowers based on established risk criteria. **Essential Duties and Responsibilities** + Assist the Portfolio Managers with transaction setups, spreading financial statements, credit analysis, preparing projections and sensitivity analysis, completing risk ratings and credit approval documentation. + Perform annual customer evaluations and review quarterly covenant compliance, documenting the analysis and communicating any issues timely. + Communicate customer trends and troublesome loans to the portfolio management team leader, senior credit officer and commercial line manager on a timely basis. + Underwrite enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. + Support periodic audits and responsible credit behavior by documenting decisions properly and completely, in adherence to policy, with particular diligence given to explaining overrides, variances, and credit decisions and ensure proper document storage. + Review commitment letters, loan documentation, past dues (particularly maturing and renewing credits). + Provide a high level of internal and external customer service including communication of credit decisions, account issues, and answering questions. + Work with the loan administration and client specialists to manage loan maintenance including delinquencies and monitoring of loans. + Ensure the systems of record are accurate for the loans being administered and management information is reported timely and accurately. **SUPERVISORY RESPONSIBILITIES** None **QUALIFICATIONS** + College degree in related field + 3 years of relevant experience and/or training preferred. **COMPUTER AND OFFICE EQUIPMENT SKILLS** **Microsoft Office Suite** **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** Not required. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

The **Business Banking team** actively calls on businesses that typically have annual revenue between $1MM and $25MM. The team includes relationship managers, client managers officers, treasury management officers and others that provide a suite of products and services that serve companies of this size. The objective of the group is to earn the title of trusted advisor and help these companies grow and prosper in our community. How you'll spend your time: ** ** + Responsible to manage the strategic client relationships in Business Banking which will include managing an existing portfolio of business and the acquisition of new business. Clients generally are between $25MM and below in annual revenue. + Generate, retain, & expand lending, investment and deposit relationship with new and existing clients through client referrals, centers of influence & direct prospecting. + Develop, generate and follow up on new client leads through existing clients, client referrals, COI referrals, & prospecting. + Manage overall relationship profitability & portfolio risk and is responsible for profitable growth of the portfolio assigned (includes loans, deposits, & fee income). Act as a consultant to clients and a resource to the Bank in developing & retaining business. + Provide insight & ideas for enhancing client relationships, client cash flow, profitability, and efficiency. + Manage the overall credit quality of assigned portfolio (includes sales, credit analysis, loan structuring, client and prospect interviews). + Monitor & manage existing credit relationship, which includes note renewals, reviewing & detailed analysis of current financial statements & collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions & covenant monitoring, compiling reports necessary to monitor asset & credit quality and compliance with policy/regulation. + Negotiate loan proposals, analyze & evaluate credit requests & write loan commitments, recommend appropriate credit grade, make oral/written presentation to underwriter or loan committee, and implement approval/declination action. + Serve as the primary link for all financial services to the individual Business Banking client with the bank (i.e. Treasury Services, International, Trust, and Cash Vault). + Participate in community & professional activities in order to enhance the bank 's image and expand personal network of business contacts for development of new business. + Monitor accounts to identify potential credit problems and assure proper loan documentation. Customers tend to have complicated lending requirements involving term loan agreements, commercial real estate, and revolving credit lines. + Communicate and collaborate with consistency and transparency with business banking teams and internal partners. + Consistently use and maintain CRM usage. + Other duties as assigned. ** ** We're excited to talk with you if: + You have a Bachelors degree OR equivalent work experience. + You have at least 7 years proven business banking sales experience Demonstrates superior strategic sales knowledge selling to small business owners. + You demonstrate high level of business banking product knowledge and product innovation. + You have strong knowledge of market/industry trends. + You demonstrate strong ability to source/produce efficient credit opportunities. + You have knowledge of credit and operational risk ability to quantify potential exposure and advise team. + You have strong understanding of credit underwriting. + You have extensive knowledge and understanding of commercial lending practices and loan documentation/loan servicing requirements. + You demonstrate advanced knowledge of financial analysis (including ratio and trend analysis and projections). + You have thorough knowledge of accounting principles and practices. + You demonstrated capacity to sell products/services within the financial services industry. + You demonstrates proficiency in Word, Excel, PowerPoint. **Compensation Range:** $57,760.00 - $124,170.00 _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