Loan Officers

**About this role:**

Wells Fargo is seeking a Senior Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

**In this role you will:**

+ Independently develop, retain, and grow moderately complex client relationships and lead team while leveraging a solid understanding of the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback.

+ Lead or participate in the structuring, modification, and renewal of moderately complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions

+ Review, understand, and offer the full suite of moderately complex solutions offered by Wells Fargo to commercial clients to meet moderately complex needs that require an in-depth evaluation by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions

+ Independently lead or resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements

+ Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or serve as a mentor for less experienced colleagues

+ Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems

+ Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks

+ Partner with Commercial Lending Product Management to provide feedback on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

**Required Qualifications:**

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

**Desired qualifications:**

+ Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management

+ Completion of formal credit training program

+ Commercial banking account relationship management experience for clients with annual revenue of$25MM to $2B

+ Demonstrated experience working collaboratively to deliver the organization to clients and prospects

+ Demonstrated experience generating new client relationships, building and retaining long-term client relationships

+ Experience identifying and mitigating risk, ensuring compliance with processes and procedures

+ Excellent verbal, written, and interpersonal communication skills

**Job expectations:**

+ This position is not eligible for Visa sponsorship

+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

+ Ability to travel up to 30% of the time\#commercialbanking

**Location:**

+ 333 S Grand Ave - Los Angeles, California 90071

+ 4655 Executive Dr - San Diego, California 92121

+ 333 Market St - San Francisco, California 94105

+ 1819 NW Market St - Seattle, Washington 98107

+ 1300 SW 5th Ave - Portland, Oregon 97201

+ 8601 N Scottsdale Rd - Scottsdale, Arizona 85253

+ 4051 E Sunrise Dr - Tuscon, Arizona 85718

**Pay Range:**

+ Los Angeles, California Pay Range: $131,000 - $224,000 USD Annual

+ San Diego, California Pay Range: $131,000 - $224,000 USD Annual

+ San Francisco, California Pay Range: $131,000 - $224,000 USD Annual

+ Seattle, Washington Pay Range: $131,000 - $224,000 USD Annual

+ Portland, Oregon Pay Range: $131,000 - $206,000 USD Annual

+ Scottsdale, Arizona Pay Range: $119,000 - $187,000 USD Annual

+ Tuscon, Arizona Pay Range: $119,000 - $187,000 USD Annual

**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.

$119,000.00 - $224,000.00

**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:**

14 Aug 2025

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

**We Value Equal Opportunity**

Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.

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.

**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-474734

**About this role:**

Wells Fargo is seeking a Senior Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

**In this role you will:**

+ Independently develop, retain, and grow moderately complex client relationships and lead team while leveraging a solid understanding of the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback.

+ Lead or participate in the structuring, modification, and renewal of moderately complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions

+ Review, understand, and offer the full suite of moderately complex solutions offered by Wells Fargo to commercial clients to meet moderately complex needs that require an in-depth evaluation by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions

+ Independently lead or resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements

+ Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or serve as a mentor for less experienced colleagues

+ Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems

+ Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks

+ Partner with Commercial Lending Product Management to provide feedback on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

**Required Qualifications:**

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

**Desired qualifications:**

+ Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management

+ Completion of formal credit training program

+ Commercial banking account relationship management experience for clients with annual revenue of$25MM to $2B

+ Demonstrated experience working collaboratively to deliver the organization to clients and prospects

+ Demonstrated experience generating new client relationships, building and retaining long-term client relationships

+ Experience identifying and mitigating risk, ensuring compliance with processes and procedures

+ Excellent verbal, written, and interpersonal communication skills

**Job expectations:**

+ This position is not eligible for Visa sponsorship

+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

+ Ability to travel up to 30% of the time\#commercialbanking

**Location:**

+ 333 S Grand Ave - Los Angeles, California 90071

+ 4655 Executive Dr - San Diego, California 92121

+ 333 Market St - San Francisco, California 94105

+ 1819 NW Market St - Seattle, Washington 98107

+ 1300 SW 5th Ave - Portland, Oregon 97201

+ 8601 N Scottsdale Rd - Scottsdale, Arizona 85253

+ 4051 E Sunrise Dr - Tuscon, Arizona 85718

**Pay Range:**

+ Los Angeles, California Pay Range: $131,000 - $224,000 USD Annual

+ San Diego, California Pay Range: $131,000 - $224,000 USD Annual

+ San Francisco, California Pay Range: $131,000 - $224,000 USD Annual

+ Seattle, Washington Pay Range: $131,000 - $224,000 USD Annual

+ Portland, Oregon Pay Range: $131,000 - $206,000 USD Annual

+ Scottsdale, Arizona Pay Range: $119,000 - $187,000 USD Annual

+ Tuscon, Arizona Pay Range: $119,000 - $187,000 USD Annual

**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.

$119,000.00 - $224,000.00

**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:**

14 Aug 2025

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

**We Value Equal Opportunity**

Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.

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.

**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-474734

**LOCATION:** This position works from a remote home office and will live in or near to the Kansas City KS area.

**OVERVIEW**

You will be part of the Health Learning, Research & Practice (HLRP) Business Unit within Wolters Kluwer Health is a challenging and fulfilling role. To be successful, you will be driven to continuously learn and help nursing higher educational institutions change toward more effective learning models. The territory will consist mostly of Kansas and Nebraska (among neighboring areas). You will be selling CoursePoint+ (course materials), DocuCare (EHR), VSIM/VRClinicals (virtual patient simulation), and Lippincott Ready for NCLEX (testing prep).

You will have a territory of accounts and work for an organization that strives to build effective performance conditions. You will have a Regional Sales Manager who is a coach to help support career growth and learn emerging best practices in sales and marketing. You will play an important role in moving Wolters Kluwer Health to the forefront of nursing education, particularly in the digital solution space, and have uncapped earning potential along the way!

**RESPONSIBILITIES**

+ Develop and maintain a sales pipeline of opportunities to achieve sales objectives via prospecting and account management

+ Develop sales strategy for prospects and assigned accounts and successfully manage deals through the sales cycle

+ Communicate with customers with regards to any account problems and discuss customer concerns and suggestions

+ Negotiate service and product terms with customers

+ Report suggestions to and develop solutions with sales, order processing, and customer support team

+ Handle add-on sales for clients

+ Use the customer relationship management (CRM) system Salesforce to process, track, and organize client information.

**QUALIFICATIONS**

**Education:** Bachelor’s Degree or equivalent relevant experience

**Experience:** 3+ years working in Account Management, Sales, or other equivalent experience

+ Understanding of business, financials, products & services, and the market, preferably with a reputation for providing a level of expert knowledge within your industry

+ Excellent communication (both written & oral) and presentation skills

+ Ability to manage own territory and accounts and monitor resources accordingly

**TRAVEL:** Up to 4 days travel per week

**Additional Information** : Thepoint.lww.com

\#LI-Remote

_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

**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 Third Party Relationship Manager, you will focus on driving balanced scorecard performance for a third-party supplier within a bank contact center environment. Your key responsibilities include managing the supplier's performance across member satisfaction, compliance with laws, rules, and regulations, and overall operational efficiency. The position involves overseeing the lifecycle of member service requests (MSRs), managing capacity needs, and ensuring quality through metrics such as average call time. This role requires significant influence to implement routines, review performance trends, conduct root cause analysis to address performance gaps, and develop actionable plans for continuous improvement.

We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL.

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

**What you'll do:**

+ Responsible for effective and compliant management of third-party relationships with low or moderate inherent risks that can decrease the enterprise’s ability to execute on one area of the mission, damage reputation, or impair financial stability of the Enterprise such that capital strength or liquidity is temporarily impacted.

+ Leverage knowledge of industry laws and regulations along with approved USAA risk management and procurement policies, standards, processes and controls, technology and tools, etc. to identify, measure, document, mitigate, and manage existing and emerging risks while diligently monitoring third-party relationship compliance with USAA and regulatory requirements.

+ Facilitate activities across Procurement, Information Security, Compliance, etc. to drive the execution of required on-boarding activities ensuring third-party providers have required access to appropriate USAA systems, facilities, on-line resources, training, etc. Ensure termination of relationships including removal of system and physical access to USAA assets as well as coordinating transition to in-house functional area or on-boarding of an alternate third-party.

+ Apply Inherent Risk Questionnaire (IRQ) process to assess risk profiles of third parties and ensure effective application of appropriate rigor to handle risks through the duration of the relationship.

+ Identify, monitor, and lead action plans to address risk and performance issues/findings. Follow approved processes to ensure timely issue resolution and completion of action plans. Assists leadership in preparing responses to regulatory inquiries involving assigned relationships.

+ Partner with first line of defense (i.e., Business Risk and Control Advisors) and second-line of defense partners (i.e., Risk, Compliance) to develop, implement and observe operational controls that enable effective management and deliver expected performance from integrated business processes (end- to-end USAA and third-party execution).

+ Ensure contract documentation accurately reflects products/services provided via assigned third-party relationships and monitors third-party’s ability to deliver against contractual requirements and service level agreements. Support the development of key performance indicators for the relationship. Lead all aspects of third-party relationships for member complaints and levels of member satisfaction. Reconcile and ensures payment of third-party relationship invoices, purchase orders and spend management.

+ Build and maintain partnerships with third-party suppliers and internal clients. Facilitate management routines and documents conversations between USAA partners and third-party relationships to gain alignment of approach to compliance with new or changing logs and regulations, strategic direction and road maps, risk appetite, etc.

+ Support other third-party relationship managers to ensure compliance within the lifecycle (e.g. ongoing monitoring support, site visits, due diligence assessments, etc.)

+ Ensure risks associated with business activities are identified, measured and controlled in accordance with risk and compliance policies and procedures. ​

**What you have:**

+ Bachelor's degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

+ Minimum 4 years' relevant supply chain management, vendor/third-party risk management, or operations experience within a contact center environment in financial services, information technology, or related industry.

+ Minimum 2 years' experience with relevant regulatory compliance, industry regulations and regulatory data sources such as Office of the Comptroller of the Currency (OCC), Federal Reserve Board, Consumer Financial Protection Bureau (CFPB), etc.

+ Proficient knowledge of relevant business process(es) and regulatory compliance requirements

+ Proficient knowledge of supply chain management.

+ Knowledge in project management, budget control. contract management and analyzing and interpreting data.

+ Knowledge of federal laws, rules, regulations, and applicable guidance to include REG W, FRA 23A&B/TPRM, OCC Heightened Standards.​

**What sets you apart:**

+ Demonstrates strong written and verbal communication skills, strong critical thinking skills, and a high degree of learning ability.

+ Experience handling third party supplier relationship and overall operational scorecard performance.

+ Experience with root cause analysis and action plan management experience

+ Experience with call center operations

+ Experience in a contact center within the banking industry; strongly desired.

+ Proven ability to conduct effective accountability conversations, including providing clear feedback, setting expectations, and collaborating in the development of improvement plans.

**Compensation range:** The salary range for this position is: $77,120.00 - $147,390.00.

**USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).**

**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.

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**

Need Help? (https://www.brainshark.com/bbandt/careers-site-faq)

_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)_

_(accommodation requests only; other inquiries won't receive a response)._

**Regular or Temporary:**

Regular

**Language Fluency:** English (Required)

**Work Shift:**

1st shift (United States of America)

**Please review the following job description:**

Develop and maintain dealer client relationships with key auto dealer personnel in order to meet or exceed contract volume, quality, and efficiency goals. Support dealer clients by uncovering and solving needs through Integrated Relationship Management (IRM).

**Essential Duties and Responsibilities**

1. Build and maintain strong dealer relationships by presenting the company’s value promise to all dealership personnel inclusive of Finance Directors, Sales managers, General Managers, Controllers, and Dealer Principals.

2. Exceed monthly and quarterly volume, quality, and efficiency objectives set by management.

3. Be well versed in DRS natural fit IRM partners and deliver Truist solutions to dealer clients as defined by annual objectives.

4. Responsible for making quality sales calls to existing dealer clients averaging a minimum of 100 face-to-face dealer visits per month.

5. Utilize salesforce.com to document dealer visits and provide documentation of specific dealer issues.

6. Act as a “Trusted Advisor” to dealer management by being aware of up-to-date industry trends by reading trade journals and publications and keeping up with local developments.

7. Be the first line of defense and protect the bank against industry risk such as reputational risk.

8. Maintain assigned Key Performance Indicators (KPI).

9. Comply with Truist policies with regard to expenses, corporate code of ethics, compliance, and corporate communication.

10. Conduct investigations when needed with regard to dealer issues, fraud accounts, straw purchases, and unperfected liens.

11. Other critical tasks and duties assigned.

12. The annual base salary for this position is $66,570 to $118,730.

**Qualifications**

**Required Qualifications:**

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s degree, or equivalent education and related training

2. 3 years of experience in industry-related territory relationship management

3. Excellent marketing and communication skills

4. Excellent problem-solving skills and analytical abilities

5. Excellent interpersonal skills to maintain strong relationships with dealers and teammates

6. Strong sales, negotiation, and persuasive skills

7. Ability to work independently during times of limited supervision and demonstrate ownership and accountability for their territory

8. Demonstrate proficiency in basic computer applications such as Microsoft Office software products

9. Ability to travel, occasionally overnight

10. Reliable and professional personal transportation to perform designated duties

**Preferred Qualifications:**

1. 5 years’ experience in the auto finance industry

2. Local knowledge and established relationships within the designated territory

3. Extensive training and development within the auto finance industry

**Other Job Requirements / Working Conditions:**

Sitting/Standing/Walking/Bending/Lifting

 Sitting (if checked, indicate frequency)

Constantly (More than 50% of the time)

 Standing (if checked, indicate frequency)

Frequently (25% - 50% of the time)

 Walking (if checked, indicate frequency)

Frequently (25% - 50% of the time)

 Bending (if checked, indicate frequency)

Occasionally (Less than 25% of the time)

 Lifting (if checked, indicate pounds)

Up to 10 lbs.

 Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

 Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

 Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

 Travel

Up to 75%

**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)

. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\_Participation\_Poster\_ES.pdf)

You are a strategic thinker, passionate about delivering solutions to clients. You have found the right team.

As a Relationship Manager within Merchant Services, you will be primarily responsible for a select portfolio of Middle Market clients. You will partner closely with the firm-wide bank coverage team, including JPMorgan Payments Treasury Services. You will be accountable for maintaining strong relationships with key decision-makers and influencers within those assigned client relationships. You will meet JP Morgan Merchant Services' profitability goals through strategic client management, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio.

**Job Responsibilities:**

+ Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction

+ Execute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery

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

+ Implement and support ongoing client strategy and co-coordinating cross-sell opportunities with other parts of JPMorgan Payments Treasury Services

+ Clearly understand client needs by applying a strategic, consultative selling approach to cultivate payment optimization strategies, develop appropriate product solution recommendations and grow the business

+ Prepare and deliver quarterly business reviews and analysis on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand business

+ Participate in external industry conferences to ensure market visibility for the JPMorgan franchise within the identified market segment.

**Required qualifications, capabilities and skills:**

+ 8 + years of experience within a strategic relationship management role, business development role; or technology related experience with

+ Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients

+ Experience and comfort level working with C-suite level client stakeholders

+ Experience collaborating across multi-faceted financial institutions or similar institutions, especially with relationship bankers, product, service and operations partners

+ Demonstrated ability to work across cultures with internal teams and external clients

+ Exceptional relationship management skills, strong presentation skills and exceptional verbal and written communication skills

**Preferred qualifications, capabilities and skills:**

+ Bachelor's degree or equivalent experience; MBA desired

+ Expertise in specialized industries such as, with other financial institutions, fintech, billers, major and specialty retail and vertical knowledge within the payments industry is a plus

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.

As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.

**Job Responsibilities**

+ Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed

+ Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses

+ Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.

+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners

+ Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects

+ Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship

+ Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions

+ Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience

+ Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

**Required qualifications, capabilities, and skills**

+ Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience

+ Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards

+ Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done

+ Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently

+ Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate

+ Balance needs of clients with associated risks and interests of the firm

+ Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines

**Preferred qualifications, capabilities, and skills**

+ Bachelor's degree in Finance or related field, or equivalent work experience

+ Minimum of 3 years' managing clients >$10+MM revenue

+ In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

+ Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

An Associate Portfolio Manager (APM) at Stoker Ostler Wealth Advisors works directly with 6-10 different Portfolio Managers to manage the execution of client investment strategies using Tamarac. This involves helping to facilitate the daily monitoring of clients’ portfolios. In this capacity, APM identifies asset categories that have deviated a desired amount from their original target allocations and present a rebalancing opportunity. When APM has identified a rebalancing opportunity, they work with Portfolio Managers to implement the appropriate trading actions, such as selling certain assets with relative outperformance and buying certain assets with relative underperformance. APM also assists in the monitoring of cash reserve requirements and implementing strategies that enhance the tax efficiency of portfolios such as tax-loss harvesting. APM monitors the escalating fixed income individual bonds list, bond sales and building bond ladders. Also, may provide stock, bond, ETF, and mutual fund research and analysis. APM participates in the Investment Committee.

Desirable Qualities:

+ Detail oriented

+ Tech savvy

+ Quick-learner

+ Motivated

+ Team player

+ Calm under pressure

+ Ability to multi-task and meet deadlines

+ Positive personality

+ Tamarac experience a plus

+ Interest in CFA a plus

**Salary:**

$58,500.00 - $107,900.00

**Pay Type:**

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

**About Us**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Arizona Central Credit Union Ranked Top 10 Best Places to Work in AZ for 2025

"The 10 best places to work in financial services" AZBIGMEDIA

Arizona Central Credit Union offers a comprehensive benefits package, including medical, dental, vision, 401k with up to 6% match, an employee assistance program, and much more.

Role:

The Bilingual Mortgage Loan Originator will work with members to provide quality mortgage products to meet their needs.

Summary of Job Functions and Responsibilities:

+ Consult with members and potential members regarding mortgage products and applications in both English and Spanish.

+ Identify member financial needs and offer a solution by cross-selling mortgage products and services that will meet those needs.

+ Originate and submit complete and compliant mortgage loan applications for processing.

+ Provide a mortgage products point-of-contact role for a network of branches.

+ Maintain a superior working knowledge of all first mortgage and home equity mortgage products.

+ Provide assistance and follow-up support for all mortgage applications until funded.

+ Initiate and develop professional relationships to establish a referral base to generate additional first mortgage business.

+ Meet established mortgage origination goals including initiating leads and closing referrals at an acceptable rate.

+ Attend training/meetings/seminars to stay updated with current mortgage and regulatory guidelines.

+ Maintain company vehicle and document accurate mileage usage when using vehicle for approved travel.

+ Maintain a professional appearance and demeanor in all business settings.

Hours:

+ Monday - Friday: 9:00 am - 5:30 pm

+ Occasional evenings and weekends may be required to accommodate meetings or calls with realtors.

Knowledge, Skills and Abilities:

+ Experience: Three to five years of similar or related experience.

+ Language: English & Spanish required.

Compensation:

+ Base pay plus commission.

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At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

**Job Description**

The Business Banking Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs.

This active posting is for a Business Banking Portfolio Manager role: Business Banking Portfolio Manager 1, Business Banking Portfolio Manager 2, and Business Banking Portfolio Manager 3. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting.

This role is posted remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week.

**Business Banking Credit Portfolio Manager 1**

**Basic Qualifications:**

- Typically a Bachelor's degree, or equivalent work experience

- Typically three to five years of wholesale banking or related experience

**Preferred Skills/Experience:**

- Basic knowledge of credit products, lending policy, applicable laws and regulations, credit quality standards, company and business line policies and procedures

- Strong analytical and problem-solving skills

- Strong relationship management and business development skills

- Ability to work effectively with individuals and groups across the company to manage customer relationships

- Effective written communication and verbal presentation skills

- Proficiency with Microsoft Office Suite - including Excel, Teams, Outlook, OneNote, etc.

- Experience with nCino, Hogan & AFS preferred

**Business Banking Credit Portfolio Manager 2**

**Basic Qualifications:**

- Typically a Bachelor's degree, or equivalent work experience

- Typically five to seven years of wholesale banking or related experience

**Preferred Skills/Experience:**

- Thorough knowledge of credit products, lending policy, applicable laws and regulations, credit quality standards, company and business line policies and procedures

- Strong analytical and problem-solving skills

- Strong relationship management and business development skills

- Ability to work effectively with individuals and groups across the company to manage customer relationships

- Ability to work independently through workload

- Experience with more complex portfolios - including ownership structures, collateral, larger loan size etc.

- Effective written communication and verbal presentation skills

- Proficiency with Microsoft Office Suite - including Excel, Teams, Outlook, OneNote, etc.

- Experience with nCino, Hogan & AFS preferred

**Business Banking Credit Portfolio Manager 3**

**Basic Qualifications:**

- Typically a Bachelor's degree, or equivalent work experience

- Typically seven to 10 years of wholesale banking or related experience

**Preferred Skills/Experience:**

- Advanced knowledge of credit products, lending policy, applicable laws and regulations, credit quality standards, company and business line policies and procedures

- Experience working directly with clients with minimal oversight

- Experience with most complex portfolios - including ownership structures, collateral, larger loan size etc.

- Subject matter expert abilities

- Strong analytical and problem-solving skills

- Strong relationship management and business development skills

- Ability to work effectively with individuals and groups across the company to manage customer relationships

- Effective written communication and verbal presentation skills

- Proficiency with Microsoft Office Suite - including Excel, Teams, Outlook, OneNote, etc.

- Experience with nCino, Hogan & AFS preferred

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

**Benefits:**

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

+ Paid vacation (from two to five weeks depending on salary grade and tenure)

+ Up to 11 paid holiday opportunities

+ Adoption assistance

+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

**E-Verify**

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,600.00 - $96,000.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

**Posting may be closed earlier due to high volume of applicants.**