Relationship Manager jobs at Union Bank & Trust - 397 jobs
Portfolio Relationship Manager - Data Centers
Associated Bank-Corp 4.6
Omaha, NE jobs
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Drive Strategic Lending & Build High-Impact Relationships
Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio RelationshipManager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth.
In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals.
What You'll Do:
* Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions.
* Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework.
* Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis.
* Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience.
* Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth.
* Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space.
What You Bring:
* 4+years of experience in credit underwriting, financial analysis, and portfolio management.
* 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending.
* 2+ years of expertise in financial modeling, risk assessment, and loan structuring.
* 2+ years of proven ability to manage client relationships and negotiate deal terms.
* 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access).
* 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key.
* Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required.
Why Join Us?
* High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership.
* Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations.
* Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment.
* Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world.
If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$118,860.00 - $203,760.00 per year
$63k-86k yearly est. 3d ago
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Portfolio Relationship Manager - Data Centers
Associated Bank-Corp 4.6
Chicago, IL jobs
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Drive Strategic Lending & Build High-Impact Relationships
Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio RelationshipManager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth.
In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals.
What You'll Do:
* Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions.
* Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework.
* Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis.
* Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience.
* Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth.
* Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space.
What You Bring:
* 4+years of experience in credit underwriting, financial analysis, and portfolio management.
* 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending.
* 2+ years of expertise in financial modeling, risk assessment, and loan structuring.
* 2+ years of proven ability to manage client relationships and negotiate deal terms.
* 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access).
* 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key.
* Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required.
Why Join Us?
* High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership.
* Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations.
* Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment.
* Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world.
If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$118,860.00 - $203,760.00 per year
$63k-87k yearly est. 3d ago
Business Banking Rel Mgr III
Old National Bank 4.4
Joliet, IL jobs
Category/Function Lending/Commercial/Consumer/Credit Type Regular Full-Time Requisition ID 2025-17259 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is currently seeking to fill the role of Business Banking RelationshipManager. The Business Banking RelationshipManager is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with businesses, industries, developers and consumers. The Business Banking RelationshipManager maintains acceptable credit quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position.
Salary Range
The salary range for this position is $62,300 - $199,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
RelationshipManager roles may vary between RM II, RM III, and RM IV - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Business Banking or middle market experience
Number of consistent years with success and track record as a RelationshipManager (or similar role) at the Bank or at another financial institution
Demonstrated and proven ability to work through complex credits and/or other unique situations
Well connected, known in market/region/industry, and influential in acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing existing relationships
Prior experience formally or informally coaching and mentoring peers while utilizing leadership skills
Agile and prior proficiency to adapt if/when changes in sales practices and broader market and industry conditions are needed
Key Accountabilities
Achieve Sales Targets
Works to achieve assigned personal sales goals through proactive activities and behaviors that lead to results.
Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships.
Uses a consultative selling approach to understand client needs and opportunities, including conducting pre-call planning, establishing rapport, interviewing for needs and opportunities, explaining features and benefits, overcoming objections and closing the sale.
Leverages centers of influence to build a network and create a pipeline of business.
Loan Originations
Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing.
Partners with support staff to ensure the loan origination process meets bank and client expectations.
Seeks guidance and insight from other lenders and Executives to deliver the best possible loan terms for the bank and client.
Portfolio ManagementManages a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards.
Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships.
Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets.
Key Competencies for Position
Strategy in Action - Build your strategic mindset capability.
Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal.
Actively seeks to understand factors and trends that may influence role.
Anticipates risk and develop contingency plans to manage risks.
Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions.
Aligns activities to meet individual, team and organizational goals.
Compelling Communication - Openly and effectively communicates with others.
Effectively and transparently shares information and ideas with others.
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
Unites others towards common goal.
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Makes Decisions & Solves Problems - Seeks deeper understanding and takes action.
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
Collaborates and seeks to understands the root causes of problems.
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
Takes action that is consistent with available facts, constraints and probable consequences.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellence.
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Qualifications and Education Requirements
Bachelor's degree or equivalent work experience.
Minimum 5 years relevant commercial banking experience.
Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships.
Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures.
Very high level of written and verbal communication skills.
Must have a proven track record of successful sales performance with strong business development skills.
Very high level of sales, negotiation and financial analysis skills.
Key Measures of Success/Key Deliverables
Achieve personal goals for new loan/deposit production and average portfolio target.
Achieve personal goals for new fee production and average loan delinquency.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values. We are optimistic. We are collaborative.
We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
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If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)
$60k-73k yearly est. 3d ago
Tax Account Manager
Compeer Financial 4.1
Rochester, MN jobs
Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.
How we support you:
Hybrid model - up to 50% work from home
Flexible schedules including ample flexibility in the summer months
Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
Learning and development programs
Mentorship programs
Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
Professional membership/certification reimbursement and more!
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.
To learn more about Compeer Financial visit************************
Where you will work:
This position offers a hybrid work option up to 50% remote and is based out of the MN-Rochester office location.
The contributions you will make:
This position performs tax planning, tax preparation services and is responsible for signing client tax returns. Manages the delivery of tax and accounting products and services. Promotes and markets tax and accounting products and services to clients and eligible prospects.
A typical day:
Performs tax projections and works with clients to develop strategic tax plans in accordance with Compeer policies and procedures and Internal Revenue Service (IRS) code requirements.
Provides tax and accounting consulting services on a wide range of issues affecting clients.
Prepares and signs income tax returns for individual, partnership and corporate clients.
Prepares payroll tax, 1099, W2 and related forms and reports.
Participates in the development and presentation of ongoing educational programs for Compeer team members and clients regarding tax and accounting services.
Assists Compeer team members on client visits and at agriculture or community events to develop knowledge in all Compeer products and services.
The skills and experience we prefer you have:
Bachelor's degree in accounting or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
Advanced experience in tax planning and preparation.
Certified Public Accountant (CPA) or Enrolled Agent (EA) certification required.
Will consider those currently enrolled in certification program.
Ability to earn certification by passing the Farm Credit Services Tax Exam.
#IND100
#LI-RM1
How we will take care of you:
Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.
Base Pay$73,700-$111,400 USD
Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
Click here to view federal employment laws applicable for applicants.
$73.7k-111.4k yearly 3d ago
Client Relationship Manager
Thrivent Financial 4.4
Geneva, IL jobs
This position provides licensed administrative support to Jenny McAdams of Sage Path Financial Consultants. This position serves as a resource to Financial Advisors (FA) and client in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Client RelationshipManager reports to and is employed by Sage Path Financial Consultants.
Sage Path Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Sage Path Financial Consultants helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.
This is a full-time, in-office position out of Genevia, IL.
Compensation: $75,000 - $85,000 annually dependent upon experience
Benefits: Health Insurance options (employee only), PTO; Holiday Pay
Position Roles/Responsibilities/Accountabilities
May coordinate scheduling and manage calendars
Manage email review and follow-up as necessary
Update CRM (Salesforce) with client information and managing tasking updates in the system
Monitor applications throughout underwriting process
Interact with clients to ensure a smooth and consistent experience
Collaborate with financial associates to assist customer/member to purchase, sell, hold or exchange securities products
Verbal or written communications with prospective or existing customers regarding financial matters
Handles incoming telephone calls and responds to requests for information
Performs routine administrative duties such as maintaining office supplies and processing mail
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
Prepare and update financial plans and presentation material for client meetings
Enter information into financial planning software and prepare draft financial plans
Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
Finalize, submit, and track all client account and application paperwork
Gather and maintain customer suitability information
Identify and offer recommendations on how to optimize workflows
Other responsibilities as assigned by the Lead Advisor
Note: CANNOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire.
Position Qualifications
Previous administrative/secretarial experience desired
3+ years industry experience required
Certified Financial Planner or Chartered Financial Analyst designation; valued but not a prerequisite
Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required
Bachelor's degree in Financial Planning, Finance, Accounting or Economics preferred
Extremely strong organizational skills
Strong communication and interpersonal skills
Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Competencies
Planning/Organizing
Client Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
Strong technological proficiency
External/Internal Dependencies
Must be able to work with all roles of the Sage Path Financial Consultants team
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of Sage Path Financial Consultants' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$75k-85k yearly Auto-Apply 18d ago
Client Relationship Manager
Thrivent Financial for Lutherans 4.4
Illinois jobs
This position provides licensed administrative support to Jenny McAdams of Sage Path Financial Consultants. This position serves as a resource to Financial Advisors (FA) and client in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Client RelationshipManager reports to and is employed by Sage Path Financial Consultants.
Sage Path Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Sage Path Financial Consultants helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.
This is a full-time, in-office position out of Genevia, IL.
Compensation: $75,000 - $85,000 annually dependent upon experience
Benefits: Health Insurance options (employee only), PTO; Holiday Pay
Position Roles/Responsibilities/Accountabilities
* May coordinate scheduling and manage calendars
* Manage email review and follow-up as necessary
* Update CRM (Salesforce) with client information and managing tasking updates in the system
* Monitor applications throughout underwriting process
* Interact with clients to ensure a smooth and consistent experience
* Collaborate with financial associates to assist customer/member to purchase, sell, hold or exchange securities products
* Verbal or written communications with prospective or existing customers regarding financial matters
* Handles incoming telephone calls and responds to requests for information
* Performs routine administrative duties such as maintaining office supplies and processing mail
* Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
* Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
* Prepare and update financial plans and presentation material for client meetings
* Enter information into financial planning software and prepare draft financial plans
* Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
* Finalize, submit, and track all client account and application paperwork
* Gather and maintain customer suitability information
* Identify and offer recommendations on how to optimize workflows
* Other responsibilities as assigned by the Lead Advisor
* Note: CANNOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire.
Position Qualifications
* Previous administrative/secretarial experience desired
* 3+ years industry experience required
* Certified Financial Planner or Chartered Financial Analyst designation; valued but not a prerequisite
* Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required
* Bachelor's degree in Financial Planning, Finance, Accounting or Economics preferred
* Extremely strong organizational skills
* Strong communication and interpersonal skills
* Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
* Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
* Ability to maintain integrity of sensitive/confidential information
Competencies
* Planning/Organizing
* Client Focus
* Communication
* Interpersonal Skills
* Teamwork and Collaboration
* Adaptability/Flexibility
* Strong technological proficiency
External/Internal Dependencies
* Must be able to work with all roles of the Sage Path Financial Consultants team
* Must be able to represent the organization in work with external clients
* Must be able to cultivate and maintain relationships with outside organizations
As part of Sage Path Financial Consultants' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$75k-85k yearly Auto-Apply 31d ago
U.S. Private Bank - National Client Banker Relationship Manager
Jpmorgan Chase 4.8
Chicago, IL jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
**Job Responsibilities**
+ Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
+ Generate client referrals and acquire new assets from existing client base
+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
+ Partner with internal specialists to provide interdisciplinary expertise to clients when needed
+ Connect your clients across all lines of business of J.P. Morgan Chase & Co.
+ Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
+ Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
+ Strictly adhere to all risk and control policies, regulatory guidelines and security measures
**Required Qualifications, Capabilities, Skills**
+ Three plus years of work experience in Private Banking or Financial Services
+ Bachelor's Degree required
+ Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $90,000.00 - $130,000.00 / year
$90k-130k yearly 57d ago
U.S. Private Bank - National Client Banker Relationship Manager
Jpmorgan Chase & Co 4.8
Chicago, IL jobs
JobID: 210688153 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $90,000.00-$130,000.00 We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate client referrals and acquire new assets from existing client base
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, Skills
* Three plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
$90k-130k yearly Auto-Apply 58d ago
U.S. Private Bank - National Client Banker Relationship Manager
Jpmorganchase 4.8
Chicago, IL jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate client referrals and acquire new assets from existing client base
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, Skills
Three plus years of work experience in Private Banking or Financial Services
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
$53k-84k yearly est. Auto-Apply 58d ago
Commercial Banker
Kensington Bank 3.9
Saint Joseph, MN jobs
Kensington Bank is seeking a relationship-driven Commercial Banker, who will be a key member of our lending team based out of our St. Joseph branch.
Kensington Bank takes pride in serving our communities with integrity, innovation, and excellence. As a trusted financial institution in Central Minnesota, we are dedicated to fostering a workplace culture that values our employees as much as our customers.
As a Commercial Banker for Kensington Bank, you will be responsible for managing a diverse individual portfolio of loans, as well as generating new loans and deposit volume. This role also must be able to make credit decisions within established authority guidelines. The ideal candidate will be a relationship-driven professional with a strong background in credit analysis and loan structuring. Lastly, the Commercial Banker will be expected to attract new customers and expand relationships with existing customers, so you must be energized by community involvement and participation in Kensington Bank's sales and customer service efforts.
Responsibilities:
Develop and manage a loan portfolio of high-quality commercial relationships by being a trusted advisor to customers, while taking responsibility for all aspects of loan origination and annual reviews of selected commercial loan accounts.
Daily review, approval, and disposition of overdrafts for portfolio customers, as well as being responsible for collection of delinquent (past due) loans.
Work closely with Kensington Bank product specialists, credit partners, treasury management, and retail banking teams to deliver a full spectrum of services.
Actively engage with internal committees (Officer Loan Committee; Business Development Meetings), as well as the overall Kensington Bank team to support bank activities, as needed.
Positively represent Kensington Bank while being actively involved in community and civic organizations.
Requirements:
Two-year degree in business, or equivalent experience.
3-5 years of lending experience within a bank environment.
Exceptional interpersonal skills, including confidentiality and communication.
Valid driver's license and willingness to travel as business needs require.
Desire to build relationships, collaborate with coworkers and enhance the lives of our customers.
This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment.
Salary Range [based on experience]: $70,000-$120,000
Benefit Summary:
Medical Insurance
Flexible Spending Account
Dental Insurance
Identity Theft Protection Program
Vision Insurance
Wellness Program
Life Insurance
Paid time off
LTD/STD
Paid holidays
Accident/Critical Care Insurance
401(K)
Please apply for this incredible growth opportunity online via the Kensington Bank Career Site: **************************************************
Kensington Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sex, national origin, pregnancy (including childbirth, lactation, and related medical conditions), disability, protected veteran status, and all other protected statuses.
$70k-120k yearly 60d+ ago
Commercial Banker
Kensington Bank 3.9
Saint Joseph, MN jobs
Job Description
Kensington Bank is seeking a relationship-driven Commercial Banker, who will be a key member of our lending team based out of our St. Joseph branch.
Kensington Bank takes pride in serving our communities with integrity, innovation, and excellence. As a trusted financial institution in Central Minnesota, we are dedicated to fostering a workplace culture that values our employees as much as our customers.
As a Commercial Banker for Kensington Bank, you will be responsible for managing a diverse individual portfolio of loans, as well as generating new loans and deposit volume. This role also must be able to make credit decisions within established authority guidelines. The ideal candidate will be a relationship-driven professional with a strong background in credit analysis and loan structuring. Lastly, the Commercial Banker will be expected to attract new customers and expand relationships with existing customers, so you must be energized by community involvement and participation in Kensington Bank's sales and customer service efforts.
Responsibilities:
Develop and manage a loan portfolio of high-quality commercial relationships by being a trusted advisor to customers, while taking responsibility for all aspects of loan origination and annual reviews of selected commercial loan accounts.
Daily review, approval, and disposition of overdrafts for portfolio customers, as well as being responsible for collection of delinquent (past due) loans.
Work closely with Kensington Bank product specialists, credit partners, treasury management, and retail banking teams to deliver a full spectrum of services.
Actively engage with internal committees (Officer Loan Committee; Business Development Meetings), as well as the overall Kensington Bank team to support bank activities, as needed.
Positively represent Kensington Bank while being actively involved in community and civic organizations.
Requirements:
Two-year degree in business, or equivalent experience.
3-5 years of lending experience within a bank environment.
Exceptional interpersonal skills, including confidentiality and communication.
Valid driver's license and willingness to travel as business needs require.
Desire to build relationships, collaborate with coworkers and enhance the lives of our customers.
This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment.
Salary Range [based on experience]: $70,000-$120,000
Benefit Summary:
Medical Insurance
Flexible Spending Account
Dental Insurance
Identity Theft Protection Program
Vision Insurance
Wellness Program
Life Insurance
Paid time off
LTD/STD
Paid holidays
Accident/Critical Care Insurance
401(K)
Please apply for this incredible growth opportunity online via the Kensington Bank Career Site: **************************************************
Kensington Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sex, national origin, pregnancy (including childbirth, lactation, and related medical conditions), disability, protected veteran status, and all other protected statuses.
$70k-120k yearly 1d ago
Commercial Banker
Hometown Community Bank 3.8
Champaign, IL jobs
Make the change and be the difference. Take
ownership
at MCB!
Morton Community Bank was established in Morton, Illinois, in 1960. In some locations, our bank name is synonymous with our logo, as Clock Tower Community Bank (a division of MCB). Currently, we have over 550 employees, 53 branch locations, and over $5 billion in assets. Thanks to our ESOP (Employee Stock Ownership Plan), our employees are also owners of the Bank! We pride ourselves on our dedicated service to our customers and our communities.
Pay or shift range: $90,480.00 USD to $131,003.50 USD
The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.
Enjoy the Benefits of working at MCB!
Medical, Dental, Vision, Short-Term Disability, HSA, FSA, 401k.
Life and AD&D Insurances and Long-Term Disability, Vacation Days, Personal Days, and Paid Holidays.
Job Summary:
Responsible for the development, maintenance, and growth of a commercial loan portfolio. Responsibilities include discussing loan opportunities with customers and analyzing loan requests for all types of commercial loans. This will include a mixture of real estate and corporate and industrial/business loans. You will also be accountable for approving, documenting, and monitoring commercial loans while adhering to all bank policies, procedures, and banking regulations. Additionally, you will be responsible for recommending deposit and cash management solutions and along with a broad array of lending products to meet business clients' cash flow and capital needs. As part of your role, you will be expected to solicit new, profitable business relationships as well as develop and manage existing account relationships in conjunction with bank goals. You will be encouraged to represent the bank in its market through active participation in community affairs.
Essential Duties & Responsibilities:
• Meet with customers to discuss loan opportunities and gather financial information required to analyze new loans
• Analyze customers' financial condition and credit worthiness to determine feasibility of granting loans
• Structure loans within policy and champion loan opportunities to the underwriting and credit departments or loan committee for proper approval
• Review loan documents to ensure they are complete and accurate according to policy to ensure timely loan closing and funding activities
• Service existing customers and enhance relationships by cross selling additional business and personal banking products and services
• Manage delinquent accounts by documenting and following Bank policies for collection
• Develop referral relationships in order to proactively solicit business and conduct sales-related activities to meet specific loan, deposit and cross-sell goals
• Maintain an active calling program in an effort to attract new business opportunities
• Involvement is encouraged in the local community to assist in developing relationships with local business and government leaders of our communities through boards, clubs, luncheons, events, and professional organizations.
Personnel Management:
This position has no supervisory responsibilities.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The physical activities of this position may include climbing, reaching, standing, lifting, talking, hearing and performing repetitive motions.
• Medium exertion; exerting up to 50 pounds of force occasionally, and or up to 20 pounds of force frequently, and or up to 10 pounds of force constantly to move objects.
• The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; viewing a computer terminal.
Work Environment:
The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The noise level in the work environment is usually moderate.
• Employees, who work 7 ½ continuous hours or more, must take a 30 minute uninterrupted lunch break no later than 5 hours after beginning their work day
Education and Qualifications Essential:
• Bachelor's degree from a four-year university or college; plus 2 years or more of related experience and/or training
• BSA and other Bank related training through BAI is required annually
• Overview course provided by MCB
Experience Essential:
• Track record of excellent customer service
• Strong written and verbal communication skills are required along with a proficiency in the Microsoft Office Suite of programs
This job description is not an employment contract, implied or otherwise; therefore, employment relationship remains "at-will."
$90.5k-131k yearly 60d+ ago
Commercial Bank- Product- United States- 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Chicago, IL jobs
JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00
About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial Bank
The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams.
Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$78k-129k yearly Auto-Apply 53d ago
Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
Jpmorgan Chase & Co 4.8
Chicago, IL jobs
JobID: 210684722 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $166,300.00-$235,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
* Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
* Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
* Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
* Prepare and present financing feasibility and debt capacity studies.
* Review legal documents on existing ESOP deals to ensure compliance.
* Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
* Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
* Bachelor's degree.
* Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
* Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
* Strong business development acumen and strategic vision to identify marketplace opportunities.
* Ability to assess credit transaction risks and knowledge of credit policies.
* Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
* Experience working with Client Executives and Senior Bankers.
* Strong collaboration skills with RelationshipManagers, Bankers, and Credit Officers.
* Knowledge of credit underwriting and structuring.
$58k-92k yearly est. Auto-Apply 60d+ ago
Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
Jpmorgan Chase 4.8
Chicago, IL jobs
Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.
**Job Summary:**
As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.
**Job Responsibilities:**
+ Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
+ Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
+ Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
+ Prepare and present financing feasibility and debt capacity studies.
+ Review legal documents on existing ESOP deals to ensure compliance.
+ Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
+ Conduct periodic reviews of ESOP's to support credit exposure extensions.
**Required qualifications, capabilities, and skills:**
+ Bachelor's degree.
+ Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
+ Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
+ Strong business development acumen and strategic vision to identify marketplace opportunities.
+ Ability to assess credit transaction risks and knowledge of credit policies.
+ Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
**Preferred qualifications, capabilities, and skills:**
+ Experience working with Client Executives and Senior Bankers.
+ Strong collaboration skills with RelationshipManagers, Bankers, and Credit Officers.
+ Knowledge of credit underwriting and structuring.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $166,300.00 - $235,000.00 / year
$58k-92k yearly est. 60d+ ago
Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
Jpmorganchase 4.8
Chicago, IL jobs
Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
Prepare and present financing feasibility and debt capacity studies.
Review legal documents on existing ESOP deals to ensure compliance.
Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
Bachelor's degree.
Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
Strong business development acumen and strategic vision to identify marketplace opportunities.
Ability to assess credit transaction risks and knowledge of credit policies.
Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
Experience working with Client Executives and Senior Bankers.
Strong collaboration skills with RelationshipManagers, Bankers, and Credit Officers.
Knowledge of credit underwriting and structuring.
$58k-92k yearly est. Auto-Apply 36d ago
Commercial Banker II
Wintrust Financial 4.9
Rosemont, IL jobs
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
What You'll Do
Increase the Bank's profitability by cultivating new commercial business relationships
Nurture existing client relationships by assessing and meeting client's business and personal needs
Negotiate proper loan structure and effectively cross sell products
Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
Sustain comprehensive understanding of current commercial products offered in the market and keep informed of all relevant industry trends and practices
Build and maintain a professional network of COI's and referral sources to facilitate new business development opportunities
Maintain a stable network of prospective customers with consistent approach to calling
Qualifications
Bachelor's degree in business, finance, economics, or accounting
Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures; formal bank credit training is preferred
5+ years' Commercial Lending experience with a focus on C&I
Exceptional verbal and written communications skills
Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment
Excellent organizational skills with the ability to proactively manage and prioritize workflow
Benefits:
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation:
The estimated annual salary range for this role is $98,000-$132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$98k-132k yearly Auto-Apply 10d ago
Commercial Banker I - Multi- National Lending
Wintrust Financial 4.9
Chicago, IL jobs
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and incentive bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
Promote from within culture
The Commercial Banker I - Multi-National Lending is responsible for managing and growing a portfolio of commercial banking customers, expanding existing customer relationships, and developing new business. This position provides exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts.
What You'll Do
Increase the Bank's profitability by cultivating new commercial business relationships within the Multinational Commercial Banking niche business line
Nurture existing client relationships by assessing and meeting client's business and personal needs
Negotiate proper loan structure and effectively cross sell products
Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
Sustain comprehensive understanding of current commercial products offered in the market and keep informed of all relevant industry trends and practices
Build and maintain a professional network of COI's and referral sources to facilitate new business development opportunities
Maintain a stable network of prospective customers with consistent approach to calling
Qualifications
Bachelor's degree in business, finance, economics, or accounting
Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures; formal bank credit training is preferred
Minimum 2 years' Commercial Lending experience with a focus on Multinational banking
Exceptional verbal and written communications skills
Strong interpersonal skills with a proven ability establishing client relationships
Excellent organizational skills with the ability to proactively manage and prioritize workflow
Second language skills are an asset
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation
The estimated salary range for this role is $85,000-$110,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$85k-110k yearly Auto-Apply 54d ago
Commercial Banker I - Multi- National Lending
Wintrust Financial Corp 4.9
Chicago, IL jobs
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC."
Why join us?
* An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
* Competitive pay and incentive bonus eligible
* Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
* Family-friendly work hours
* Promote from within culture
The Commercial Banker I - Multi-National Lending is responsible for managing and growing a portfolio of commercial banking customers, expanding existing customer relationships, and developing new business. This position provides exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts.
What You'll Do
* Increase the Bank's profitability by cultivating new commercial business relationships within the Multinational Commercial Banking niche business line
* Nurture existing client relationships by assessing and meeting client's business and personal needs
* Negotiate proper loan structure and effectively cross sell products
* Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
* Sustain comprehensive understanding of current commercial products offered in the market and keep informed of all relevant industry trends and practices
* Build and maintain a professional network of COI's and referral sources to facilitate new business development opportunities
* Maintain a stable network of prospective customers with consistent approach to calling
Qualifications
* Bachelor's degree in business, finance, economics, or accounting
* Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures; formal bank credit training is preferred
* Minimum 2 years' Commercial Lending experience with a focus on Multinational banking
* Exceptional verbal and written communications skills
* Strong interpersonal skills with a proven ability establishing client relationships
* Excellent organizational skills with the ability to proactively manage and prioritize workflow
* Second language skills are an asset
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation
The estimated salary range for this role is $85,000-$110,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$85k-110k yearly Auto-Apply 54d ago
Commercial Banker
Merchants Bank 4.1
Apple Valley, MN jobs
Merchants Bank is a growing, employee-owned company, dedicated to a philosophy of community banking and giving excellent customer service. We are searching for a Commercial Banker in the Apple Valley, Minnesota area market. The Commercial Banker is responsible for the development, origination, processing and service of all personal, professional, and commercial customers in the Apple Valley area. Responsibility includes developing and maintaining a profitable loan portfolio at a minimum and prudent risk level in conformance with guidelines set forth in the Bank's loan policy guidelines and ensuring customer satisfaction by practicing excellent customer service techniques and standards. The successful candidate will demonstrate strong community involvement.
Five years of banking experience with three years of commercial banking experience desired. Credit Analyst experience preferred.
Merchants Bank offers competitive wages and benefits for our full-time employees including health, dental, life, disability and vision insurance; flexible spending accounts, 401(k) and ESOP retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary supplemental insurance options.
Please click on Apply Now or apply in person at Merchants Bank, Apple Valley (14990 Glazier Avenue). Questions can be emailed to ********************. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Job Summary:
Develop, originate, process and service all personal, professional, agricultural, commercial customers of Merchants Bank - Apple Valley, both borrowing and non-borrowing. Primary objectives are to develop and maintain a profitable loan portfolio at minimum and prudent risk level in conformance with guidelines set forth in the Bank's loan policy manual. Ensure continuing customer satisfaction by practicing good customer service techniques. This position requires commitment to the community and residency within Apple Valley area or a minimal distance outside Apple Valley proper.
Primary Responsibilities and Duties:
Interview loan applicants, collect and analyze financial and related data to determine the general credit-worthiness of the prospective loan request. Screen credit applications and make credit decisions. Assist, as necessary, in the credit approval process.
Establish and negotiate the terms under which credit will be extended.
Advise customers, where possible, on business management and financial matters.
Actively solicit through direct calls, new business prospects. Also, cross sell bank services.
Develop and present material for loan request to the Officer Loan Committee and other credit committees.
Participate in community affairs to increase the Bank's visibility and to enhance new business opportunities.
Call directly on existing customers to solidify an on-going relationship.
Meet with new and existing borrowers to review credit/deposit/investment needs and develop referral sources.
Supervise preparation of loan underwriting, review and loan closing documents. Follow up on loan documentation and overall financial and repayment performance.
Monitor loan repayment activities and take the necessary action to collect past due accounts.
Coach staff personnel in preparing loan documents, correspondence, and customer follow-up.
Join with other lenders in managing credit lines and assisting in review and approval process.
Share in achieving Departmental and Bank goals specifically as they relate to credit quality and profitability.
Participate in Bank staff meetings
Overall and Ongoing Accountabilities:
Originate and service commercial loans/deposits to contribute to the development of a sound and profitable commercial loan portfolio.
Ensure minimal loss from outstanding commercial loans through effective utilization of the Bank's loan policy procedures.
Ensure timely and accurate compilation and preparation of file comments and credit review for use by department head as well as Commercial Loan Committee and Officer Loan Committee.
Participate in Bank's customer calling program to promote and cross-sell Bank services to further develop current and new customer relationship.
Actively participate in community affairs and civic organizations to promote not only the Bank but the incumbent as well.
Working Conditions:
Work will be performed sitting at a desk, very low degree of lifting; when work involves sitting most of the time, positions are defined as sedentary. Positions are sedentary if walking and standing are required only occasionally. Lifting will generally not require over 10 pounds in weight or pressure.
Will visit businesses with various environments in the course of the Officer Call Program. Overall, the working environment is very clean and aesthetically appealing.
Mental Demands/Competencies/Education:
Position will require above average ability or aptitude in the areas of reasoning, intelligence, and numerical perception. Position requires individual to be action-oriented, an excellent team player, ability to manage time and work effectively, manage self-development, possess oral and written communication skills, and leadership skills.
Customer confidentiality and confidence are critical to success in position. Must possess strong interpersonal communication skills; ability to help people feel at ease, ability to effectively apply opening, developing, and closing sales techniques to expand customer base.
Position requires BS/BA Degree (Business/Accounting preferred) and/or banking experience equivalent to fulfill requirements of the position. Minimum of 5 years of banking experience with 3 years in Commercial Banking desired.
Relationships:
Reports to the President for fulfillment of duties, responsibilities, authority, and for their proper interpretation. Actively participates in community affairs and civic organizations to promote not only the Bank but the incumbent as well.