Business & Professional Industries

Loan Officers

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans.

A Day In The Life

Business & Professional Industries Area of Interest

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Salary Breakdown

Loan Officers

Average

$62,730

ANNUAL

$30.16

HOURLY

Entry Level

$29,050

ANNUAL

$13.97

HOURLY

Mid Level

$52,530

ANNUAL

$25.26

HOURLY

Expert Level

$101,380

ANNUAL

$48.74

HOURLY


Current Available & Projected Jobs

Loan Officers

101

Current Available Jobs

12,300

Projected job openings through 2030


Sample Career Roadmap

Loan Officers

Job Titles

Entry Level

JOB TITLE

Junior Loan Processor/Assistant

Mid Level

JOB TITLE

Processor/Officer

Expert Level

JOB TITLE

Senior/Chief Lending Officer

Supporting Programs

Loan Officers

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Central Arizona College
  Coolidge, AZ 85128      Degree Program

Top Expected Tasks

Loan Officers


Knowledge, Skills & Abilities

Loan Officers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Speaking

SKILL

Judgment and Decision Making

SKILL

Reading Comprehension

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Near Vision

ABILITY

Written Expression


Job Opportunities

Loan Officers

  • Loan Officer
    USAA    Phoenix, AZ 85067
     Posted about 19 hours    

    **Why USAA?**

    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

    Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

    **The Opportunity**

    As a dedicated Loan Officer, you will, within defined guidelines and framework, deliver impactful customer service to members while providing mortgage product solutions that facilitate the member’s financial security. You will facilitate mortgage product sales and member service through multiple channels to include phone, email, mail and digital platform while providing individualized mortgage loan recommendations and meet established monthly metrics. As a Loan Officer you will also deepen member relationships through needs assessment and solution offerings from USAA products and services as well as stays highly engaged in the mortgage industry, to include changes to Fannie and Freddie guidelines.

    We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position is based out of Phoenix,AZ.

    Relocation assistance is **not** available for this position.

    **What you'll do:**

    + Under limited direct supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement.

    + Based on predetermined requirements, assesses, and grants or rejects mortgage applications.

    + Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence

    + Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status.

    + Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled.

    + Establishes and maintains successful partnerships with Real Estate Agents.

    + Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

    **What you have:**

    + High School Diploma or General Equivalency Diploma required.

    + 2 years of mortgage sales experience or relevant customer service experience within a financial services organization.

    + Successfully complete mortgage products assessment.

    + Acquisition and maintenance of applicable licenses/state registrations as required.

    **What sets you apart:**

    + 3+ years Mortgage Consumer Direct Experience

    + Current or Prior NMLS #

    + US military experience through military service or a military spouse/domestic partner

    **Compensation range:** The base salary for this role is $45,000 annual, with an un-capped tiered incentive program.

    **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

    Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

    The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

    **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

    For more details on our outstanding benefits, visit our benefits page on USAAjobs.com

    _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

    _USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

    **If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

    **Please do not type your first and last name in all caps.**

    **_Find your purpose. Join our mission._**

    USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

    USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

    USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

    California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

    USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.


    Employment Type

    Full Time

  • Assistant Branch Manager
    Umpqua Bank    Mesa, AZ 85213
     Posted about 19 hours    

    Assistant Branch Manager

    Retail Banking Group

    Mesa,
    Arizona

    **Description**

    **About Us:**

    At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.

    We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

    Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

    **About the Role:**

    This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day to day operational excellence in the branch, supervising and leading the Client Service Specialists, and by providing Breakthrough Client Service. The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as appropriate.

    + Ensures the branch meets or exceeds operations standards at all times. Responsible for satisfactory audits.

    + Monitor sales and service goals, and coach other team members to deepen customer relationships using Client and Business Financial Review.

    + Develops and maintains strong, long-term relationships with consumers and businesses in local community and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.

    + Acts as back up to personal banking team to open new accounts, receive loan requests and gather credit-related information.

    + Manage, lead, train, and coach client service specialists. May also oversee personal bankers in collaboration with Branch Manager.

    + Process and oversee technical tasks such as opening and closing of the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls.

    + Frequently services complex accounts.

    + May back up new account openings.

    + May back up client service specialist line when needed.

    + May engage in business development activities in local community.

    + All employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.

    **About You:**

    + High School Diploma or GED, required.

    + Associate’s or Bachelor’s, Vocational, or Technical Degree in banking, business, or related field or equivalent work experience preferred.

    + Bilingual in Spanish preferred.

    + 2 year of retail banking experience required.

    + 1 year of management or supervisory experience preferred.

    + 1 year of consumer and small business lending origination experience preferred.

    + Customer service background in retail or banking.

    + Demonstrated ability to grow sales by developing long-lasting, knowledge-based relationships with clients and offering customized solutions.

    + Demonstrated leadership skills such as handling difficult customer and associate conversations in a professional, transparent, and courteous manner.

    + Proven ability to make sound business decisions.

    + Strong attention to detail and the ability to multi-task effectively.

    + Proficient use of spreadsheets and other banking computer systems and related software, and ability to operate a variety of office equipment and to perform repetitive movements for tasks such as counting cash, typing, and handling documents.

    + Effective training and mentoring skills.

    + Ability to think critically to anticipate downstream impacts of decisions.

    + This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements.

    + This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.

    **Be a part of a bank that invests in you!**

    + Competitive Incentive Plan: Earn rewards that match your efforts.

    + Professional Development: Grow your skills with our tailored premier banker programs.

    + Career Growth: Clear paths to achieve your professional goals.

    **Job Location(s):** Ability to work fully onsite at posted location.

    145 E Main Street

    Mesa, AZ 85201

    **Our Benefits:**

    We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.00 - $28.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

    We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

    **Our Commitment to Diversity:**

    Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: .

    **To Staffing and Recruiting Agencies:**

    Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.


    Employment Type

    Full Time

  • Branch Manager
    Umpqua Bank    Mesa, AZ 85213
     Posted about 19 hours    

    Branch Manager

    Retail Banking Group

    Mesa,
    Arizona

    **Description**

    **About Us:**

    At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.

    We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

    Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

    **About the Role:**

    Responsible for leading a team of associates in the delivery of Breakthrough Client Service and establishing the branch as the bank of choice in the local community. Responsible for attaining established growth goals by developing new relationships and growing existing client relationships. Ensures branch operates efficiently and within operational guidelines at all times. Branch Manager levels I through IV are typically differentiated by the following factors: # of FTE, branch transaction volumes, market deposit volume, complexity of branch, customer differentiation (% business vs. consumer accounts), in addition to the associate's skill set.

    + Leads, manages and coaches associate performance and development while managing appropriate branch staffing levels.

    + Responsible for branch P&L, achieving growth targets, managing the branch's portfolio, and carefully managing the branch's expenses.

    + Achieves consistent satisfactory audit results through sound operational practices.

    + Partners closely with cross-functional leaders within Retail and across the bank to provide meaningful client solutions in line with Retail business strategy.

    + Demonstrates basic knowledge of core products and Umpqua's Business/Consumer Financial Review process.

    + Develops and maintains strong, long-term relationships with consumers, public figures, businesses, and charitable organizations in local community.

    + Embodies and leads the core values of the bank every day in interactions with associates, customers, and shareholders.

    **About You:**

    + High School Diploma or GED, required.

    + Associate’s or Bachelor’s, Vocational, or Technical Degree in banking, business, or related field or equivalent work experience preferred.

    + Bilingual in Spanish preferred.

    + 3 years of previous banking experience, including consumer lending and exposure to business lending origination experience required.

    + 2 years of management experience in banking or retail including team leadership, coaching, daily supervision, labor law compliance, performance management, hiring and termination preferred.

    + Extensive knowledge of banking products and services with demonstrated business acumen that enables solving consumer and small business banking challenges.

    + Demonstrates proficiency in consumer lending, prior exposure to business lending

    + Manage deposit and loan portfolios including less complex consumer and business relationships.

    + Membership in local community organizations, demonstrating commitment to community leadership.

    + Proven training and mentoring skills with desire to help others develop and grow.

    + Strong attention to detail and the ability to multi-task effectively.

    + Demonstrated sales skills.

    + Ability to understand cash flow, financial statements, and market risk.

    + Proficient use of spreadsheets and other banking computer systems and related software, and ability to operate a variety of office equipment and to perform repetitive movements for tasks such as counting cash, typing, and handling documents.

    + Ability to think critically to anticipate downstream impacts of decisions.

    + Complies with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as defined by the bank, if applicable.

    + This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements.

    + This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.

    + Notary certification preferred.

    **Be a part of a bank that invests in you!**

    + Competitive Incentive Plan: Earn rewards that match your efforts.

    + Professional Development: Grow your skills with our tailored premier banker programs.

    + Career Growth: Clear paths to achieve your professional goals.

    **Job Location(s):** Ability to work fully onsite at posted location.

    145 E Main Street

    Mesa, AZ 85201

    **Our Benefits:**

    We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $60,000.00 to $95,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

    We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

    **Our Commitment to Diversity:**

    Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: .

    **To Staffing and Recruiting Agencies:**

    Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.


    Employment Type

    Full Time

  • Recruitment Relationship Manager
    Allegis Global Solutions    Tempe, AZ 85282
     Posted about 19 hours    

    Company Description

    Working at Allegis Global Solutions (AGS) is more than just a job. It’s a career. It’s a community of people who invest in your development and empower you to blaze your own trail. Each of us is here to create real, measurable impact that moves needles. We operate beyond "roles" or "jobs" to realize the opportunity to make meaningful contributions to a bigger idea. Because we believe that when you build a workforce that’s designed to harness human enterprise, you design a workforce that’s built for impact.

    At AGS, we help companies all over the world transform their people into a competitive advantage. It’s not about filling seats. It’s about designing workforces to meet missions and unleash the most transformative power in business today: The power of human enterprise.

    With services around the globe, we have a point of view on the future of work that enables us to be a transformative partner in the way work gets done for our clients’ organizations. Meeting clients where they are, we design a plan and guide them along a transformational journey, applying bold actions and diverse minds to solve the most complex challenges – from permanent and extended workforce management to services procurement, consulting, direct sourcing and our Universal Workforce Model™.

    We also represent over 100 countries and speak dozens of languages. So as you’re building relationships and doing your job, you’ll be exposed to other cultures and advancement opportunities while expanding your knowledge of global markets and strategies.

    See what it’s like to work at AGS by searching #LifeAtAGS on any social network.

    Job Description

    The key focus for the Recruitment Relationship Manager II is to lead the successful fulfilment of open vacancies with relevant hiring managers and to be the first point of contact for their hiring needs. The Recruitment Relationship Manager II will work collaboratively with and provide direction to the Recruitment Sourcing Specialists (RSSs) and Recruitment Coordinators (RC) located in our offshore recruitment delivery centers, and act as a coach or mentor to the Recruitment Sourcing Specialists (RSS), Talent Assessors (TA), and Recruitment Coordinators (RC) supporting the account.

    Reporting into the Recruitment Operations Manager, Recruitment Operations Executive, Program Leader, or Program Executive, you will assist in driving best practice across the recruitment lifecycle and strive to be an ambassador for the Allegis Global Solutions brand at every interaction

    Responsibilities:

    + Undertake recruitment activities with a focus on direct sourcing.

    + Understand the recruitment delivery process and carrying out activities accordingly to ensure that account KPIs are met.

    + Communicate recruitment trends, market intelligence, and acting as a Talent Advisor to hiring managers.

    + Partner with and utilize AGS internal COEs and shared services groups to best navigate client needs

    + Effectively manager stakeholders to prevent escalations where possible

    + Anticipate roadblocks and develop proactive solutions

    + Act as a “talent advisor” to client stakeholders, provide consultative and strategic solutions

    + Identify and escalate risk or compliance issues.

    + Learn and adapt to the client, market dynamics, and industry trends

    + Manage requisitions through accurate documentation of all recruitment related data and information as per current recruitment legislation and agreed client process at all times.

    + Provide recruitment guidance and advice to the Recruitment Sourcing Specialists and Recruitment Coordinators located in the Recruitment Delivery Center.

    + Monitor and analyze recruitment activity of designated business area for accurate volume forecasting.

    + Coach candidates on how to prepare for selection stages.

    + Provide professional advice and open and honest feedback to candidates in a timely manner and in accordance with recruitment best practice.

    + Utilize specialist market knowledge to assist with the development and on-going management of pre-qualified Talent Pools in collaboration with the Recruitment Sourcing Specialist

    + Meet or exceed all necessary SLAs and KPIs related to the client and the role

    + Coach, lead, and mentor the RSSs, TAs, and RCs assigned to the account

    Qualifications

    + IT sourcing experience preferred

    + 4+ years of experience in end-to-end recruitment within the staffing industry or Corporate HR, preferably with a global organization.

    + Prior experience conducting behavioral based interviews for a variety of roles.

    + Ability to understand and enact MSAs and SOWs

    + Successful experience managing multiple searches, and stakeholders, at different stages of the recruitment lifecycle at the same time.

    + Strong understanding of analytics, and ability to translate data into results or action items

    + Ability to influence without authority

    + Demonstrated experience creating and implementing sourcing plans

    + Thorough knowledge of OFCCP compliance

    + Excellent communication and interpersonal skills.

    + Functional knowledge of Microsoft Office.

    + Prior experience in using an Applicant Tracking System (ATS).

    + Ability to write client-oriented communications e.g. emails, job descriptions.

    + Ability to give presentations to clients ranging in group size of one to fifteen (1-15).

    + Tertiary qualification in business or a related discipline is highly desirable. Bachelor’s degree preferred.

    Additional Information

    Location disclaimer: This position is open to North America locations outside of California, Colorado, New Jersey, New York, Washington and Maryland.

    Benefits are subject to change and may be subject to specific elections, plan, or program terms. This role is eligible for the following:

    + Medical, dental & vision

    + Hospital plans

    + 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available

    + Life Insurance (Company paid Basic Life and AD&D as well as voluntary Life & AD&D for the employee and dependents)

    + Company paid short and long-term disability

    + Health & Dependent Care Spending Accounts (HSA & DCFSA)

    + Employee Assistance Program

    + Tuition Assistance

    + Time Off/Leave(PTO, Allegis Group Paid Family Leave, Parental Leave

    At AGS, we recognize our people are our strength. We are an equal opportunity/affirmative action employer (M/F/Disability/Veterans) and consider all applications without regard to race, gender, sexual orientation, gender identity, age, color, religion, national origin, veteran status, disability, genetic information or any other status protected by applicable law. We value our people, their varying perspectives and are committed to fostering an environment where they can bring their whole selves to work.


    Employment Type

    Full Time

  • Senior Merchant Services Relationship Manager
    Wells Fargo    TEMPE, AZ 85282
     Posted 2 days    

    **About this role:**

    Wells Fargo is seeking a Senior Merchant Services Relationship Manager with Cards & Merchant Services within Consumer Lending. Learn more about the career areas and business divisions at wellsfargojobs.com.

    **In this role, you will:**

    + Participate in profitability goals through strategic client management, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio

    + Achieve companywide business objectives, including the annual revenue plan at target margin

    + Maintain existing relationships, identify incremental business and maintaining high levels of client satisfaction

    + Establish and maintain a spend internal partnerships with respective teams through on-going collaboration and communication

    + Support the Merchant Sales Consultant by supporting client servicing needs, inquiries and escalations.

    + Prepare and deliver quarterly business service reviews and analysis on strategic client relationships

    + Act as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services

    + Collaborate and consult with internal partners to resolve highly risky customer escalations

    + Supporting ongoing projects

    + Ensuring client touch points are tracked appropriately in CRM system, including referrals, and managing clients to prevent them from becoming at risk, and preventing client attrition

    + Significant focus on customer retention will be key to success in the role

    **Required Qualifications:**

    + 4+ years of Merchant Services Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + 4+ years in Merchant Services, and/or Treasury Management experience

    + Ability to thrive in a fast paced, deadline driven, environment

    + High attention to detail skills

    + Strong verbal and analytical skills

    + Ability to complete tasks with minimal supervision

    + Strong risk and compliance experience

    + Broad knowledge of treasury management/cash management

    **Job Expectations:**

    + Ability to travel up to 10% of the time

    + This position offers a hybrid work schedule.

    + This position is not eligible for Visa sponsorship.

    **Posting Locations:**

    + 90 S 7th St, Minneapolis, MN

    + 250 E John Carpenter Frwy, Irving, TX

    + 800 S Jordan Creek Pkwy, Des Moines, IA

    + 1150 W Washington St, Tempe, AZ

    + 2800 S Price Rd, Chandler, AZ

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $73,100.00 - $129,900.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    30 Mar 2025

    ***** **_Job posting may come down early due to volume of applicants._**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Req Number:** R-446182


    Employment Type

    Full Time

  • Senior Merchant Services Relationship Manager
    Wells Fargo    CHANDLER, AZ 85286
     Posted 2 days    

    **About this role:**

    Wells Fargo is seeking a Senior Merchant Services Relationship Manager with Cards & Merchant Services within Consumer Lending. Learn more about the career areas and business divisions at wellsfargojobs.com.

    **In this role, you will:**

    + Participate in profitability goals through strategic client management, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio

    + Achieve companywide business objectives, including the annual revenue plan at target margin

    + Maintain existing relationships, identify incremental business and maintaining high levels of client satisfaction

    + Establish and maintain a spend internal partnerships with respective teams through on-going collaboration and communication

    + Support the Merchant Sales Consultant by supporting client servicing needs, inquiries and escalations.

    + Prepare and deliver quarterly business service reviews and analysis on strategic client relationships

    + Act as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services

    + Collaborate and consult with internal partners to resolve highly risky customer escalations

    + Supporting ongoing projects

    + Ensuring client touch points are tracked appropriately in CRM system, including referrals, and managing clients to prevent them from becoming at risk, and preventing client attrition

    + Significant focus on customer retention will be key to success in the role

    **Required Qualifications:**

    + 4+ years of Merchant Services Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + 4+ years in Merchant Services, and/or Treasury Management experience

    + Ability to thrive in a fast paced, deadline driven, environment

    + High attention to detail skills

    + Strong verbal and analytical skills

    + Ability to complete tasks with minimal supervision

    + Strong risk and compliance experience

    + Broad knowledge of treasury management/cash management

    **Job Expectations:**

    + Ability to travel up to 10% of the time

    + This position offers a hybrid work schedule.

    + This position is not eligible for Visa sponsorship.

    **Posting Locations:**

    + 90 S 7th St, Minneapolis, MN

    + 250 E John Carpenter Frwy, Irving, TX

    + 800 S Jordan Creek Pkwy, Des Moines, IA

    + 1150 W Washington St, Tempe, AZ

    + 2800 S Price Rd, Chandler, AZ

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $73,100.00 - $129,900.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    30 Mar 2025

    ***** **_Job posting may come down early due to volume of applicants._**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Req Number:** R-446182


    Employment Type

    Full Time

  • Director, IT Portfolio Management, CenterWell and Corporate Services Technology(remote)
    Humana    Phoenix, AZ 85067
     Posted 3 days    

    **Become a part of our caring community and help us put health first**

    The Director, IT Portfolio Management, CenterWell and Corporate Services Technology collaborates with the business portfolio teams and Segment CIOs to align the IT portfolio and demand, works to scale adoption of Agile methodologies and practices including Scrum, Kanban and Scaled Agile Framework (SAFe). The Director, IT Portfolio Management requires an in-depth understanding of how organization capabilities interrelate across the function or segment.

    The Director, IT Portfolio Management, CenterWell and Corporate Services Technology will partner closely with the Shared Services leadership team, with business leaders, and with Segment CIOs and their teams to support delivery of our strategic portfolio. Decisions are typically related to the implementation of new/updated initiatives for the segments and supporting technical/operational procedures and processes. This team is responsible for organizing and prioritizing IT work based on business and technology strategy, segment roadmaps, prioritized budgets, and schedule and resource constraints, ensuring that the appropriate financial and organizational support is allocated in support of business goals.

    The Director, IT Portfolio Management, CenterWell and Corporate Services Technology will lead a team that partners closely with five different delivery organizations across CenterWell and Corporate Services Technology. This role will provide direct oversight of the following:

    + Portfolio Management

    + Financial and Investment Management

    + Project and Portfolio Management Office (PMO)

    + Agile Coaching

    **Key Responsibilities**

    **Portfolio Management**

    + Partner directly with the Segment CIOs to ensure the appropriate portfolio support to enable successful delivery aligned to strategy and roadmaps.

    + Advance operating and organizational maturity by enabling better portfolio-level insights and decisions, using Lean Portfolio Management where appropriate.

    + Continue maturing the Portfolio Management function with the appropriate processes, tools, and team to deliver across all represented Segments in the IT Portfolio.

    + Lead a team of portfolio professionals who are responsible for:

    + Working with Segment CIOs and business partners to create business case financial models to support strategic initiatives

    + Facilitate annual and ongoing prioritization processes, ensuring business cases are maintained and updated, developing cost models, and supporting Segment CFOs in value tracking

    + Organize and prioritize work based on strategy, roadmap, and funding; ensure continuous alignment of project investments and initiatives with business strategy based on changing functional needs, resource capacity constraints, risk exposure, and interdependencies

    + Measure portfolio health across multiple dimensions (delivery, financial, value) to create insights and inform decisions

    + Measure delivery effectiveness of horizontal teams and highlight risks to delivery timelines

    + Conduct regular portfolio reviews with Segment CIOs and business leaders, highlighting any variances on scope, timeline, and cost

    **Financial and Investment Management**

    + Ensure continuous alignment of project investments and initiatives with business strategy based on changing functional needs, resource capacity constraints, risk exposure, and interdependencies.

    + Oversees planning, budget, and tracking processes, working with IT Finance to ensure we achieve our objectives.

    + Lead a team of portfolio professionals who are responsible for:

    + Analyzing the trends and performance against plan, while monitoring to identify and remediate the cause of any unexpected variances.

    + Developing and continually improving budgeting, financial projections, and forecasts for both prioritization and operating budgets

    + Traceability of delivery plans, to labor capacity needed, to budget required to deliver the specific work

    + Partner with CIOs on position management, advising on demand/capacity, ramp plans, and labor sourcing strategies (associate/contractor mix, global vs tail, onshore/offshore)

    + Partner with IT Finance to provide financial reporting at various levels of detail for different audiences and purposes, including but not limited to:

    + Monthly variance for actual vs. forecast on cost structure

    + Monthly actual vs. forecast on delivery (what work occurred for cost)

    + Validation and aggregation of contracts aligned to IT Owners in supported areas

    + Productivity targets by leader (track, monitor value realization)

    **Project and Portfolio Management Office (PMO)**

    + Oversee Project and Portfolio Management Office (PMO), including PMO leader and team of project management professionals who are responsible for:

    + Leading project teams, aligning resources needed, and developing schedules to ensure timely completion of projects.

    + Effectively coordinating the activities of the project team.

    + Managing stakeholder partnerships

    + Establishing frameworks for effective risk management.

    + Identifying and managing dependencies among IT teams.

    + Managing new procurements (software, SaaS, etc.) and renewals, including development of executive summaries, facilitation of the signature and review process, and tracking of invoices and payments.

    + When managing programs, overseeing the interdependencies and integration of interrelated projects, and setting strategies and leading program execution to deliver longer term business value.

    + Measure program and project health across multiple dimensions (delivery, financial, value) to create insights and inform decisions

    + Advise PMO leader on decisions related to the staffing and implementation of new/updated programs or large-scale projects and supporting technical/operational procedures and processes.

    **Agile Coaching**

    + Promote a culture of innovation by implementing Agile processes and principles which include techniques to increase collaboration, predictability, transparency, and velocity.

    + Lead a team of coaches who are responsible for:

    + Supporting Agile transformation by partnering with segments to implement Agile best practices and mature the Agile delivery model.

    + Creating tools and leading training sessions to demonstrate how leaders and associates will apply Agile methodologies in their day-to-day work.

    + Gathering and sharing Agile best practices across the enterprise.

    **Use your skills to make an impact**

    **Required Qualifications:**

    + Bachelor’s degree in management, technology, or a related field8 or more years of technical experience5 or more years of management experience

    + Ability to manage multiple tasks and deadlines with attention to detail

    + Ability to communicate effectively and deliver presentations to senior leaders

    + Advanced experience leading special projects and producing meaningful progress metrics and measurements

    + Must be passionate about contributing to an organization focused on continuously improving consumer experiences

    **Preferred Qualifications**

    + MBA or other Advanced Degree

    + Possess a solid understanding of operations, technology, communications and processes

    + SAFe/Agile certification

    + Six Sigma certification

    + PMP certification

    + Organizational Change Management training

    + Demonstrated ability to run large scale, highly visible programs with responsibility for multiple project teams

    Remote/WAH requirements:

    + WAH requirements: Must have the ability to provide a high speed DSL or cable modem for a home office. Associates or contractors who live and work from home in the state of California will be provided payment for their internet expense.

    + A minimum standard speed for optimal performance of 25x10 (25mpbs download x 10mpbs upload) is required.

    + Satellite and Wireless Internet service is NOT allowed for this role.

    + A dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information

    **Scheduled Weekly Hours**

    40

    **Pay Range**

    The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.

    $156,600 - $215,400 per year

    This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.

    **Description of Benefits**

    Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.

    Application Deadline: 04-07-2025

    **About us**

    Humana Inc. (NYSE: HUM) is committed to putting health first – for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.

    **Equal Opportunity Employer**

    It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or veteran status. It is also the policy of Humana to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

    Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our https://www.humana.com/legal/accessibility-resources?source=Humana_Website.


    Employment Type

    Full Time

  • Residential Lending Loan Officer Senior
    City National Bank    Phoenix, AZ 85067
     Posted 3 days    

    *RESIDENTIAL LENDING LOAN OFFICER SENIOR*

    WHAT IS THE OPPORTUNITY?

    This position is responsible for referral-based sales of first mortgage and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship Managers, the position will support business development activities of line units and develop sales strategies to attract, retain and expand CNB client relationships through the sale of mortgage loan products and services. Conduct client/prospect needs analysis and develop proposed solutions/sales presentations to meet their needs. Maintain current knowledge of all first mortgage and concurrent second loan products and services offered.

    What you will do

    * Services the mortgage needs of Private Banking, Wealth Management and Personal and Business Banking clients whose lending needs can result in moderate to complex transactions. This individual may accompany a senior lender on business development calls and participate as a member of a lending team. Loans are generally super-jumbo in size. The position focuses on the following areas: credit structuring and analysis, assisting Relationship Managers in cross- selling first mortgages and/or establishing new relationships. Assist team leaders in training programs as needed.

    * Uses proactive, consultative sales skills and strategies to identify client needs, quantify service / product benefits and present recommendations to targeted clients and prospects as assigned.

    * Develops and negotiates mortgage loan sales plans in conjunction with Relationship Managers, Regional Managers, Banking Office Managers and Line Officers to support existing clients and develop new CNB relationships. Coordinates client/prospect calling activities with Relationship Managers and serves as primary technical expert for all mortgage loan products, programs and pricing.

    * Fosters ongoing relationships within assigned territory by providing product/service information, attending officer meetings, conducting training sessions and supporting the business unit's effort to attract, retain and expand client relationships.

    * May identify business opportunities and solicit referrals of other Bank products or services from existing clients, referral sources and other professionals in the industry.

    * Negotiates transactions; prices loan products within targeted rate of return; coordinates the documentation and closing of loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgment in recommending loans for approval.

    * May coordinate the cross-selling of other product and/or services (i.e., cash management, foreign exchange, investment and trust, etc.). May interface with other Bank departments as necessary to define responsibilities and coordinate objectives for all product areas.

    * Obtains and completes mortgage loan application packages, including supporting documentation required to process loan requests; reviews information to ensure that files submitted meet regulatory agency and CNB policies; forwards application packages to Residential Lending within specified times in order to meet regulatory requirements for initial disclosures and timely processing as required under Regulation B and RESPA.

    * Contacts borrowers directly for additional information related to loan requests, summarizes information and exercises sound credit and risk judgment in recommending transactions for approval.

    * Maintains a solid understanding of the Bank's credit products, programs policies and procedures.

    * Participates in the development of marketing strategies and sales objectives that are consistent with overall company objectives. Maintains an awareness of consumer market conditions and provides current information on industry trends and competitive practices that may be used in the development and/or delivery of mortgage loan products.

    * Effectively manages a pipeline of loans on a daily basis.

    * Represents CNB by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.

    * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g., Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).

    * Performs other duties as assigned or requested.

    *Must-Have**

    * H.S. Diploma

    * Minimum of 2 years mortgage lending experience in sales and loan originations

    * Minimum of 5 years of business development/direct sales experience required

    * Minimum of 2 years private banking experience required

    * SAFE Act Registration. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act.

    *Skills and Knowledge*

    * Excellent communication skills both written and verbal

    * Prioritizes and plans work activities

    * Excellent customer service skills

    * Ability to effectively convey information to others

    * Excellent organizational skills

    * Strong research and analytical skills

    * Ability to recognize, analyze, and solve a variety of problems

    * Excellent multi-tasking and problem solving skills

    * Ability to use discretion when handling sensitive personal information.

    * Ability to work well under pressure

    * Ability to multi-task and manage deadlines

    *Compensation*

    This is a commission-based role and does not have a set salary range.

    **To be considered for this position you must meet at least these basic qualifications*

    The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    *Benefits and Perks*

    At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf).

    ABOUT CITY NATIONAL

    City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.

    *City National Bank does business in Miami and the state of Florida as CN Bank.

    For more information about City National, visit (https://www.cnb.com/).

    *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION*

    City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/1/159726e0-aeb1-4058-9052-d7a2d69626b8.pdf)

    If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via (mailto:TalentAcquisition@cnb.com) or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.


    Employment Type

    Full Time

  • Business Banking Relationship Manager (Small Business) - Phoenix/Tucson
    Bank of America    Chandler, AZ 85286
     Posted 3 days    

    Business Banking Relationship Manager (Small Business) - Phoenix/Tucson

    Chandler, Arizona

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

    Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

    At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

    **Job Description:**

    This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.

    **Responsibilities:**

    + Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk

    + Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews

    + Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time

    + Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities

    + Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals

    + Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment

    + Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

    **Required Qualifications** **:**

    + Has proven success in consultative sales in financial services or in business-to-business sales

    + Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers

    + Is passionate about outside sales and enjoys spending time prospecting

    + Wants to enhance existing relationships and exceed sales goals

    + Can analyze financial conditions of clients and industry trends

    + Can understand and interpret financial statements and cash flow analysis

    + Has excellent communication skills and demonstrated leadership ability

    + Enjoys partnering and negotiating with a team of bank employees to solve client issues

    + Demonstrated management of a client portfolio with focus on relationship development and deepening

    + Thorough knowledge of small business financial products and services

    + Familiarity with CRM platforms and other banking systems

    **Desired Qualifications:**

    + Community leadership

    + Strong computer skills with an ability to multitask in a demanding environment

    + Undergraduate degree in business, finance or economics preferred or seven years relevant work experience

    **Skills:**

    + Client Experience Branding

    + Client Management

    + Client Solutions Advisory

    + Customer and Client Focus

    + Pipeline Management

    + Credit Documentation Requirements

    + Financial Analysis

    + Oral Communications

    + Prioritization

    + Written Communications

    + Coaching

    + Interpret Relevant Laws, Rules, and Regulations

    + Prospecting

    + Risk Management

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) .

    View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

    This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.


    Employment Type

    Full Time

  • Branch Manager - ROS
    United Rentals    Phoenix, AZ 85067
     Posted 3 days    

    **_Great company. Great people. Great opportunities._**

    If you’d like the chance to make your mark with the world’s largest equipment rental provider, **come build your future with United Rentals!**

    As Branch Manager at United Rentals, you'll be the leader of a major business enterprise. You'll have the opportunity to hire and motivate an amazing team in various roles, from sales and service to maintenance and drivers. You'll ensure enthusiastic and informed customer service. And you will build a profitable location with your business and management skills, ambition and competitive spirit.

    Sound challenging and fun? We'll provide the tools, the technology and the support you need to do the job right. You'll be proud of your employees, your branch and the work we all do in providing the equipment that helps build our communities.

    **What you'll do:**

    + Manage overall branch operations to ensure safety, productivity, customer service and profitability

    + Oversee sales efforts and business initiatives

    + Prepare reports, including profit and loss statements, monthly operating reviews, yearly budgets and other reports detailing operational status

    + Manage personnel matters

    + Oversee all safety matters, including audits, safety training, OSHA compliance, DOT regulations and drug and alcohol testing

    + Other duties assigned as needed

    **Requirements:**

    + Bachelor’s Degree Preferred

    + Minimum 5 years of successful business management experience with profit and loss responsibility at a branch or other individual profit center

    + An understanding of business accounting principles and budget preparation

    + Strong sales and customer service experience required, outside sales experience preferred

    + Effective leadership, motivational, organizational and communication skills

    + Proficient computer skills and experience using Microsoft Office

    + Knowledge and experience in the equipment rental industry preferred

    + Valid driver's license with acceptable driving record

    This position is deemed Safety Sensitive for purposes of United Rentals’ policies and procedures.

    **_Why join us?_**

    We don’t just “talk the talk!” We’re an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That’s why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer:

    + Paid Parental Leave

    + United Compassion Fund (http://jobs.unitedrentals.com/creative/culture)

    + Employee Discount Program

    + Career Development & Promotional Opportunities

    + Additional Vacation Buy Up Program (US Only)

    + Early Wage Access through Payactiv (US Hourly Only)

    + Paid Sick Leave

    + An inclusive and welcoming culture (http://jobs.unitedrentals.com/creative/diversity)

    Learn more about our full US benefit offerings (http://unitedrentalsbenefits.com/) here.

    United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email careers@ur.com for assistance.

    At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service—leadership, discipline, integrity, and teamwork—are the same values that drive our success. With many veterans already part of our team, we’re ready to help you transition into a rewarding career.

    **_United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, education, training, experience, skills, and ability._**


    Employment Type

    Full Time


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