Leverage Ratio Calculation For Banks Jobs in Usa
5,416 positions found
Description
The Commercial Relationship Manager is responsible for managing and growing a portfolio of business clients by delivering customized financial solutions. This role involves developing new business opportunities, maintaining strong client relationships (includes collection efforts), and ensuring the profitability and credit quality of the portfolio. Title of Officer, AVP, or VP will commensurate with experience
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
Client Relationship Management
- Serve as the primary point of contact for a portfolio of commercial clients.
- Build and maintain long-term relationships with business owners, CEO/President, CFOs, and other key decision-makers.
- Conduct regular client reviews to assess financial needs and satisfaction.
Credit and Lending
- Analyze financial statements and assess creditworthiness of clients.
- Structure and negotiate commercial loans and credit facilities.
- Work with credit analyst to assist with the underwriting of credit proposal.
- Approves loans within specified limits or present loans to loan committee for approval.
Portfolio Management
- Monitor portfolio performance, including loan covenants, renewals, and risk ratings.
- Identify and mitigate potential risks within the portfolio.
- Ensure compliance with internal policies and regulatory requirements.
Business Development
- Identify and pursue new business opportunities through networking, referrals, and market research.
- Actively promote products and services and refer existing and potential customers to Treasury Management, Private Banking, and Wealth and Asset Management.
- Collaborate with product specialists to deliver comprehensive financial solutions.
Internal Collaboration
- Work closely with credit analysts, commercial services, and operations teams to ensure smooth onboarding and servicing of clients.
- Participate in team meetings.
- Ensures loan documents are complete and accurate according to policy.
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
- Respect - Demonstrate that the feelings and rights of others are valued
- Client Focus - The relationships built with customers/co-workers are top priority.
- Inclusion - Embrace one another's unique backgrounds, perspectives, beliefs and experiences that demonstrate and support a welcoming environment. Display an empathetic approach to interactions and promote a feeling of belonging among co-workers and clients alike.
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
- Leadership - Influence toward the achievement of goals. Take a leadership role in projects, initiatives, processes, task and client relationships.
- Integrity - The degree to which being honest and having strong business ethics are practiced and to which they abide by company policies and procedures.
- Collaboration - Work with others to produce or create excellence.
- Volunteerism - Seek opportunities to support volunteerism in the local community, increase the bank's outreach, and cultivate new business.
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
- Accountability - Maintain personal responsibility
- Innovation - Think outside the box for new and original ideas. Evaluate processes and recommend solutions to improve experience or efficiency
- Professionalism - Practice the skill, good judgment, attitude, and conduct characterized by a person in a business environment.
POSITION LEVEL(S) EXPECTATIONS
Title of Commercial Relationship Manager - Officer, AVP, VP or SVP is dependent on education level, years of experience and the areas listed below:
- Track record of business development and client acquisition
- Level of understanding of financial statements and risk assessment
- Familiarity with regulatory requirements and compliance standards
- Portfolio management
- Client relationship development
- Level of experience with structuring and negotiating loan terms
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Bachelor's degree (B.A.) from a four-year college or university; or related experience and/or training, or equivalent combination and experience. Two -ten+ years of experience in commercial banking, depending on level (Officer, AVP, VP, SVP). Successful completion of required background checks is required.
- LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
- TECHNOLOGY SKILLS: To perform this job successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Successful completion of required background checks is required.
- MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Apply mathematical fractions, percentages, ratios, and proportions to practical situations. Knowledge in reading and interpreting financial documents required.
- REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
- PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 10 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
- Medical, Dental, Vision & Life Insurance
- 401K with company match
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs and much more!
Eligibility requirements apply.
CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG
Description
The individual is responsible for various accounting functions within the Finance Department including, but not limited to, SEC reporting, financial reporting, month end closing including bank subsidiaries, and account reconciliations. The individual will maintain all relevant documentation for SOX 404 compliance and assist auditors with information requests. They will also assist management on special projects, as needed.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
- Perform accurate general ledger account reconciliations
- Post bank-wide journal entries
- Complete daily public fund collateralization analysis and submission
- Assist with various management reports
- Support internal and external audit requests
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
- Respect - Display a positive attitude in managing change while working under tight deadlines
- Client Focus - Ability to work independently while multi-tasking
- Inclusion - Communicate with questions when necessary
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating
- Leadership - Willingness to assist other areas of the Finance department, as needed
- Integrity - Maintain a strong focus on the completeness and accuracy of all work performed.
- Collaboration - Work collaboratively with members of the Finance department towards common goals and objectives.
- Volunteerism - Remain active in the local communities that we serve
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
- Accountability - Understand accounting concepts to accurately make decisions within the general ledger, as well as management reports
- Innovation - Continually evaluate processes and procedures to effectively use technology
- Professionalism - Adhere to standard accounting policies and procedures
POSITION LEVEL(S) EXPECTATIONS (if applicable)
- Staff Accountant I - Understands basic accounting concepts
- Staff Accountant II - Understands advanced accounting concepts
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Take advantage of training opportunities to advance knowledge of new accounting standards. Complete required online banking classes as assigned.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A Bachelor's (BA) or equivalent four-year college degree with a major in Finance or Accounting is required. In addition, between one and three years of related experience, preferably in a financial institution or public accounting environment, is preferred. A background screening will be conducted.
- LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
- TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, general ledger software and any other computer programs pertinent to performing job duties.
- MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
- REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
- PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close and distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The noise level in the work environment is usually moderate.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
- Medical, Dental, Vision & Life Insurance
- 401K with company match
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs and much more!
Eligibility requirements apply.
CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG
Description
Retirement Administrator is responsible for the oversight of Individual Retirement Accounts (IRA's) and Health Savings Accounts (HSA's) with regards to regulatory reporting, regulatory updates and daily management of the accounts. Responsible for the management of retirement staff (IRA Representatives, Specialists and Leads) to ensure all tasks are completed accurately, timely and within regulatory requirements for auditing.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
- Ensure all IRS Regulations are adhered to for IRA's and HSA's that are offered by CNB Bank and its family of banks.
- Oversight of all regulatory reporting for tax and withholding purposes to ensure CNB Bank compliance
- Management and training of all Retirement staff
- Ensure all training of IRA's and HSA's is coordinated with the Learning & Development team.
- Drive strategic goals for grow and shareholder value
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
- Respect: Speak with others with kindness, empathy and fairness
- Client Focus: Deliver consistent, high-quality service that builds trust and loyalty
- Inclusion: Encourage diverse viewpoints and contributions in decision-making collaboration
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
- Leadership: Demonstrate ability to positively influence others to achieve
- Integrity: Demonstrate ethical judgement and accountability, fostering trust within the team and with our customers
- Collaboration: A mindset that values shared success over individual recognition
- Volunteerism: A recognized and visible presence in serving our communities
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
- Accountability: Personal responsibility for assigned areas and actions
- Innovation: Applies creative thinking and forward-looking solutions to drive continuous improvement and adapt to evolving challenges.
- Professionalism: Reflects skill, good judgement, and positive conduct
SUPERVISORY RESPONSIBILITIES (if applicable)
Supervisor drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams.
- Oversees Retirement Services
- Support to all front-line staff and support areas
- Development and succession planning for Retirement Services personnel
POSITION LEVEL(S) EXPECTATIONS (if applicable)
- Retirement Administrator Officer
- Depending on years of experience and education
- AVP Retirement Administrator
- Depending on years of experience, education and certifications
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. Experience of 2 - 5 years in supporting or managing of retirement portfolio. A background screening will be conducted.
- LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
- TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, retirement system, statement processing system, IRS reporting and any other computer programs pertinent to performing job duties.
- MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
- REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
- PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 30 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
- Medical, Dental, Vision & Life Insurance
- 401K with company match
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs and much more!
Eligibility requirements apply.
CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG
We are changing FINANCE to finance CHANGE!
Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.
We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.
We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!
Come join our Digital Branch as a Digital Banking Intern and take your career to a level unattainable in a traditional bank environment!
This position is primarily remote within the State of Florida. Please send a resume to apply.
Position Summary: All Climate First Bank employees must be willing to embrace the vision of an inclusive, equitable, and regenerative economic system. The Digital Banker Intern is responsible for assisting the Bank's consumer and commercial solar lending program. This role will represent the true voice of the client and be at the forefront of delivering a superior experience to our clients and partners. You will learn and assist management with sales campaigns and new digital banking technology roll outs, internal training, support, and adoption.
Benefits:
- Paid internship!
- Mission-led Bank with a strong focus on sustainability and social justice.
- Working with an amazing team of dedicated and like-minded individuals!
- Being part of an exciting venture with amazing opportunities for growth and opportunities!
Primary Responsibilities:
* Provide high touch personalized customer service through daily virtual interactions with the client base.
* Assist with sales outreach and support.
* Support client and partner onboarding.
* Support the digital team with writing user stories and help minimize the backlog on .
* Assist with documentation and capturing project approvals.
* Partner with internal resources to ensure adherence to and promotion of our commitment to sustainability practices and continued carbon neutrality.
* Learn how to promote banking opportunities and a favorable image of the Bank in all business activities within the community and social media.
* Assists with all aspects of the solar lending process and other values-aligned products delivered via the Digital Channel.
Secondary Responsibilities:
* Exceed clients' expectations by creatively leveraging the bank's existing portfolio of products and service
* Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.
* Demonstrate and expand understanding of and commitment to established Bank policies, procedures, and regulations, remain vigilant regarding online threats, phishing and other cyber- security risks, particularly as they relate to areas of oversight, identify inquiries that appear suspicious, obtaining reasonable and verifiable explanations, notifying the Compliance Officer when necessary; completion of all web-based compliance training; resolution of all issues concerning BSA report reviews of suspicious activity and or cash transactions.
Specific Requirements:
- Enrolled in or recent graduate of a related field of study.
- Banking experience and knowledge of bank digital banking systems strongly preferred.
- Customer Service- True servant mindset and dedication to customer satisfaction. Practices genuine care for the support and care of the customer. Tenacious focus on the delivery of an exceptional client experience.
- Sales- Desire and ability to promote all banking products, practice a consultative sales approach with a strong focus on customer needs.
- Communication- Excellent communication skills, both verbal and in writing. Ability to compose concise and professional correspondence. Comfortable interacting with customers on camera, phone, and chat. Possesses effective listening skills.
- Training, Learning and Technology- Ability to quickly learn, adopt, and use new technology.
- Efficiency and Organization- A well organized, resourceful self-starter with superior attention to detail and the ability to prioritize and thrive in high volume situations. Excellent time management and self-sufficient organization of one's tasks and workflow.
- Work Environment- Desire, curiosity and ability to work in a high pace, high growth, high pressure environment with ample opportunity to learn hands on and through live business interactions.
- Team Spirit- Demonstrated ability to support team members and act as a source of inspiration for the collective improvement of the team and the achievement of business objectives.
Physical Demands:
Sustained standing and sitting.
Frequent use of PC, including typing or sustained attention to monitor.
Occasional lifting of basic office files or equipment up to 20 lbs.
Equal Opportunity Statement:
At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
E-Verify Statement:
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Description
Floating Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. This is a traveling position, the applicant needs to be able to travel between: Presqueisle Street, Plaza, Kylertown, Houtzdale and Osceola Mills. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
- Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations.
- Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction.
- Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level.
- Follow all bank policies and operational procedures to ensure security and compliance.
- Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
- Respect- treat every client and colleague with dignity and respect.
- Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions.
- Inclusion- embrace diverse perspectives creating a welcoming environment for all.
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
- Leadership- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic.
- Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values.
- Collaboration- work effectively within a team, contribute ideas, and support colleagues.
- Volunteerism- actively support and participate in community outreach and volunteer initiatives.
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
- Accountability- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties.
- Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions.
- Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication.
POSITION LEVEL(S) EXPECTATIONS (if applicable)
- UA I- Open consumer and business deposit accounts
- UA II- Ability to uncover and originate consumer loans plus all above duties.
- UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties.
- UA IV- Maintain current registration with NMLS to originate purchase mortgages plus all above duties.
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted.
- LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
- TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
- MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
- REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
- PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent standing at a teller pod or sitting at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
- Medical, Dental, Vision & Life Insurance
- 401K with company match
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs and much more!
Eligibility requirements apply.
CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG
Description
Supports the Community/Commercial Office Manager in overseeing daily operations, customer service, and team coordination. Community Office Assistant Managers follow our bank philosophy of positive energy, positive outcomes.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
- Assist in supervising front line employees and daily banking operations
- Support customer inquiries and resolve basic service issues.
- Monitor transaction accuracy, compliance, and branch cash control.
- Contribute to branch sales goals and track performance metrics.
- Help train, coach and develop front line employees.
- Develop and maintain professional COI relationships and work closely with internal business partners.
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
- Respect- Treat colleagues, clients and community members with dignity and f fairness. Maintain courteous interactions even during challenging situations.
- Client Focus-Prioritize customer needs and delivering exceptional service. Ensure clients receive timely and personalized support.
- Inclusion-Fostering a diverse and inclusive work environment where all clients and employees feel valued and heard.
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
- Leadership- Guide, motivate, and develop team members while driving the branch's strategic goals. Lead by example, set clear goals, provide on the spot coaching, empower staff and maintain the vision that aligns with the bank's mission.
- Integrity-Uphold ethical standards and honesty in all actions and decisions.
- Collaboration-Work closely and effectively with different departments and branches to achieve collective goals, share insights, and solve problems.
- Volunteerism- Engage in community outreach and corporate social initiatives.
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
- Accountability-Hold yourself and others accountable for meeting performance targets, complying with regulations, and upholding company policies.
- Innovation- Stay updated with industry trends, adopt new technologies and processes, foster a culture of creativity. Find ways to improve efficiency and enhance customer experience.
- Professionalism- Maintain high standards of conduct, appearance, and communication. Handle all customer interactions, employee relations and business challenges with poise and competence.
SUPERVISORY RESPONSIBILITIES (if applicable)
Supervisor drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams.
POSITION LEVEL EXPECTATIONS:
- Community Office Assistant Manager I- Provide exceptional client and employee experience. Uncover and originate consumer and home equity loans. Demonstrate operational proficiency within the branch.
- Community Office Assistant Manager II- Develop and maintain a strong loan pipeline and portfolio. Works diligently to provide an outstanding employee and customer experience. Demonstrates a strong level of proficiency with overall operations with minimal directions. Possesses a proven history or leadership, banking knowledge, and experience in a supervisory role.
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted.
- LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
- TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
- MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
- REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
- PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
- Medical, Dental, Vision & Life Insurance
- 401K with company match
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs and much more!
Eligibility requirements apply.
CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG
Description
Office managers are role models who exemplify our organization's core values. They lead and develop their team to achieve performance goals while providing outstanding, personalized service to our customers. Office Managers follow our bank philosophy of positive energy, positive outcomes.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
- Monitor branch performance metrics and implement strategies to meet goals.
- Drive and grow the office's loan and deposit portfolios through proactive client relationship management, business development, and community engagement.
- Manage the office's daily operations, including cash flow, reporting, account management and security procedures.
- Ensure customer satisfaction by addressing customer inquiries, resolving issues, and improving service processes.
- Lead the branch team while promoting employee development, assist with employee recruitment, scheduling and performance evaluations.
- Focus on driving strategic growth through innovative business development initiatives and strong client relationship management.
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
- Respect- Treat colleagues, clients and community members with dignity and fairness. Maintain courteous interactions even during challenging situations.
- Client Focus- Prioritize customer needs and delivering exceptional service. Ensure clients receive timely and personalized support.
- Inclusion- Fostering a diverse and inclusive work environment where all clients and employees feel valued and heard.
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
- Leadership- Guide, motivate, and develop team members while driving the branch's strategic goals. Lead by example, set clear goals, empower staff and maintain the vision that aligns with the bank's mission.
- Integrity-Uphold ethical standards and honesty in all actions and decisions.
- Collaboration-Work closely and effectively with different departments and branches to achieve collective goals, share insights, and solve problems.
- Volunteerism- Engage in community outreach and corporate social initiatives
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
- Accountability-Hold yourself and others accountable for meeting performance targets, complying with regulations, and upholding company policies.
- Innovation- Stay updated with industry trends, adopt new technologies and processes, foster a culture of creativity. Find ways to improve efficiency and enhance customer experience.
- Professionalism- Maintain high standards of conduct, appearance, and communication. Handle all customer interactions, employee relations and business challenges with poise and competence.
SUPERVISORY RESPONSIBILITIES (if applicable)
Supervisor drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams.
POSITION LEVEL(S) EXPECTATIONS (if applicable)
- Community Office Manager II/Officer- Proactively prospects and grows Business Banking relationships through outreach and call preparation by gathering all appropriate information needed. Maintains a strong pipeline of prospects through proactive business calling. Ask questions to understand the needs/goals of the business to make appropriate recommendations while looking for opportunities to bring in partners to help strengthen the business's relationship with the bank. Builds the bank's presence in the community.
- Community Office Manager, AVP- Including the above plus independently processes all Business Banking loan requests up to $250,000. Has the capacity to review and understand financial statements, providing an appropriate analysis of business performance.
- Community Office Manager, VP- Including the above and focuses on high level strategy, financial performance, and risk management.
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted.
- LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
- TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
- MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
- REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
- PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
- Medical, Dental, Vision & Life Insurance
- 401K with company match
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs and much more!
Eligibility requirements apply.
CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG
The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.
Job Responsibilities:
- Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
- Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
- Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
- Performs more moderately complex special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.
- Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.
Job Requirements:
- Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
- Minimum experience required: 4 5 years customer service and sales experience, (including in the financial Services industry).
- Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
- Ability to train and mentor others, including products and platform procedures.
- Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
- Experience in financial services industry, preferred.
- Experience with using and demonstrating digital products and self-service technologies, preferred.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.
Description
Secured Lending Commercial Specialist will be responsible for providing the information needed to order and review appraisals, environmental and feasibility studies. In addition, a Secured Lending Commercial Specialist will input floor plans, manage construction project files, handle project funding and advise on project progress.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
- Request appraisals
- Appraisal Reviews - Internal and External
- Construction Draw Monitoring
- Environmental Reviews
- Floorplan Additions/Validation
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
- Respect: Speak to others with kindness, and fairness
- Client Focus: Deliver consistent, high-quality service that builds trust and loyalty
- Inclusion: Encourage diverse viewpoints in decision making
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
- Leadership: Demonstrate ability to positively influence others to achieve
- Integrity: Strong business ethics and honest behavior
- Collaboration: Works positively with others to produce the best results
- Volunteerism: A visible presence in serving our communities
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
- Accountability: Take responsibility for assigned duties and actions
- Innovation: Think creatively for better processes to create efficient workflow
- Professionalism: Be respectful, use good judgment, and have a positive attitude
POSITION LEVEL(S) EXPECTATIONS (if applicable)
- Secured Lending Commercial Specialist I: will focus on residential 1-4 family appraisals, appraisal ordering, and floor plan additions.
- Secured Lending Commercial Specialist II: will also handle commercial appraisals and construction funding for loans under $1 million. In addition to the previous tasks.
- Secured Lending Commercial Specialist III: will handle any commercial appraisals and construction funding for loans over $1 million. In addition to previous tasks.
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Complete appraisal webinars and research on appraisal regulations. Be willing to participate in CNB Academy leadership trainings.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required. A background screening will be conducted.
- LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
- TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Ability to learn core transaction systems, appraisal tracking systems and any other computer programs pertinent to performing job duties.
- MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to understand basic budgets and adjust for construction costs.
- REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
- PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with moderate communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
- Medical, Dental, Vision & Life Insurance
- 401K with company match
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs and much more!
Eligibility requirements apply.
CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG
We are changing FINANCE to finance CHANGE!
Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.
We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.
We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!
Come join our team as Commercial Lender/ Attorney Banking Specialist (ABS) in Jacksonville market and take your career to a level unattainable in a traditional bank environment! In this role, you will meet and exceed budgeted deposit, fee income, and commercial lending goals. Provide superior professional quality customer service to new and established Climate First Bank customers, including cross-selling of products and services. Develop new business opportunities, structuring, and closing of commercial loans, as well as maintaining and servicing a commercial loan portfolio. Represent Climate First Bank in its market through active participation in community affairs.
The Commercial Lender/ ABS position will be primarily remote but does require physical presence in the Jacksonville area. Candidates must be local to the area to be considered. Please send a resume to apply.
Job Responsibilities:
- Identify new loan opportunities through business development efforts.
- Responsible for establishing, growing, and managing our attorney and law firm banking portfolio to include both deposit and lending relationships across our markets.
- Achieve sales meetings and sales call goals and document in Salesforce.
- Cross-sell all applicable financial products, seeking to develop and service desirable and profitable loans.
- Solicit, negotiate, and coordinate closings.
- Grow energy efficient loan production (PV panels, EV charging, LEED certified buildings).
- Ensure production goals are met, including DDA growth goals.
- Guide borrowers through the application process and advise on financial status and methods of payment.
- Monitor credit quality of loan portfolios.
- Monitor past due loans and collect payments.
- Develop referral relationships with realtors, CPA's, builders, and other sources to proactively solicit business and conduct sales-related activities.
- Evaluate, authorize, and recommend approval of commercial loans and lines of credit.
- Contribute to achieving all the relevant sustainability goals including Community Reinvestment Act and multi-cultural lending goals.
- Adopt and practice a commitment to social, economic, environmental, and racial justice.
- Demonstrate interest in contributing to and working by Climate First Bank's Core Values.
- Demonstrate an understanding of and follow established Bank policies, procedures, and regulations in accordance with all BSA and Compliance requirements.
Specific Requirements:
- Excellent sales, interpersonal, communication and supervisory skills.
- Superior customer service skills.
- Prior commercial lending experience required.
- Excellent attention to detail, ability to multi-task and manage time effectively.
- Educated in financial products and services, banking regulations and laws.
- Ability to work in a fast-paced environment.
- Solid organizational skills.
Benefits:
- Competitive compensation
- Employer paid medical, vision and dental insurance
- Employer paid disability and life insurance
- 401k match
- Employee Stock Options
- Compelling incentive plans
- Employee only rates for certain loan products
- Working with an amazing team of dedicated and like minded individuals!
- Being part of an exciting venture with amazing opportunities for growth and opportunities!
Physical Demands:
- Sustained standing and sitting.
- Frequent use of PC, including typing or sustained attention to monitor.
- Occasional lifting of basic office files or equipment up to 20 lbs.
Equal Opportunity Statement:
At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
E-Verify Statement:
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.