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2 Hours AgoSaved
In-Office
Houston, TX, USA
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
Develops commercial banking relationships, grows loan and deposit portfolios, structures and underwrites loans, manages credit risk and documentation, services existing clients, and ensures compliance with lending regulations. Partners with internal banking teams, supports business development, evaluates creditworthiness, prices products, resolves client issues, and maintains community relationships.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
YesterdaySaved
In-Office
Port St. Lucie, FL, USA
Senior level
Senior level
Fintech • Payments • Financial Services
Supports Treasury Management sales by developing product expertise, assisting with client outreach and fraud education, preparing onboarding documentation, identifying new account and service opportunities, and serving as backup to the Treasury Management Sales Officer. Partners with retail bankers and internal teams to generate leads, resolve customer issues, communicate opportunities, and support Treasury Management projects.
Top Skills: Bank Operating SystemsTreasury Management Platforms
Reposted 6 Days AgoSaved
In-Office
Fort Worth, TX, USA
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
Leads the direction, administration, operations, and profitability of assigned banking centers. Manages banking center managers, establishes policies and procedures, ensures regulatory compliance, generates new business through sales and community activities, supports employees, and participates in marketing efforts. The role requires strong communication, supervisory, organizational, computer, and customer-service skills, along with at least 10 years of financial institution or sales experience.
Top Skills: Microsoft Office ExcelMicrosoft Office OutlookMicrosoft Office Word
7 Days AgoSaved
In-Office
Downtown, PA, USA
50K-80K Annually
Mid level
50K-80K Annually
Mid level
Fintech • Payments • Financial Services
Manages commercial banking deposit relationships, opens and services business accounts, supports treasury management products, identifies business-development opportunities, and grows a deposit portfolio. Serves as a primary customer contact, coordinates with retail and treasury teams, handles account maintenance, addresses concerns, ensures regulatory compliance, manages risk, and promotes digital self-service solutions. May support lending activities and represent the bank in customer or industry meetings.
Top Skills: Docusign
8 Days AgoSaved
In-Office
3 Locations
Junior
Junior
Fintech • Payments • Financial Services
Provides phone and email support for Treasury Management products and services, researches and resolves client inquiries, maintains compliant documentation, advises clients on security and product usage, supports basic product sales, and partners with implementation and sales teams. The role also tracks client changes, assists with testing and data mapping during bank mergers, and provides Treasury Management expertise to internal staff.
Top Skills: Data Transmission ProtocolsFile FormatsMS OfficeOnline Banking Systems
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8 Days AgoSaved
In-Office
Memphis, TN, USA
Senior level
Senior level
Fintech • Payments • Financial Services
Manages public finance transactions for municipal and private issuers, including debt structuring, bond pricing, refinancing, disclosures, legal documentation, regulatory compliance, and closing activities. Builds issuer relationships, identifies financing opportunities, collaborates with underwriting, legal, and advisory firms, and manages associate development. Requires knowledge of fixed income markets, macroeconomics, public finance banking, and securities regulations.
Top Skills: ExcelMS OfficeMicrosoft OutlookMicrosoft WordMunex Public Finance
16 Days AgoSaved
Hybrid
Gervais, OR, USA
20-20 Hourly
Internship
20-20 Hourly
Internship
Fintech • Payments • Financial Services
Supports the IT Business Office through portfolio tracking, governance, status reporting, dashboard development, invoice tracking, spend analysis, provider oversight, metrics reporting, leadership materials, and AI solution research. Collaborates with IT leaders and project teams during a 10-week internship while participating in training, professional development, and networking activities.
Top Skills: ExcelMicrosoft Power AutomateMicrosoft Power BiMicrosoft Power QueryMicrosoft PowerpointMicrosoft SharepointMicrosoft VisioMicrosoft Word
Reposted 20 Days AgoSaved
In-Office
Parkway, CA, USA
Senior level
Senior level
Fintech • Payments • Financial Services
The role involves developing new business, managing a loan and deposit portfolio, underwriting loan requests, ensuring compliance, and providing superior client service in a banking environment.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
23 Days AgoSaved
In-Office
Buckhead, Atlanta, GA, USA
Senior level
Senior level
Fintech • Payments • Financial Services
Develops commercial banking business, manages loan and deposit portfolios, underwrites and structures commercial loans, evaluates creditworthiness, ensures regulatory and policy compliance, services clients, and cross-sells banking products. Builds community and client relationships, coordinates with internal banking partners, manages portfolio risk grades and pricing, resolves documentation deficiencies, and supports revenue growth through business development and relationship management.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
24 Days AgoSaved
In-Office
3 Locations
Junior
Junior
Fintech • Payments • Financial Services
Provides high-touch phone, email, and ticket support for Treasury Management products and services. Researches and resolves client inquiries, performs account maintenance, troubleshoots ACH, wire, RDC, instant payment, and Integrated Payables issues, and maintains compliance with banking regulations. Supports documentation, service-level agreements, merger conversions, internal staff, and less-experienced team members while delivering accurate, timely client service.
Top Skills: AchCore Banking SystemsElectronic Payment ProtocolsFile MappersInstant PaymentsIntegrated PayablesMS OfficeOnline Treasury Management PlatformsRemote Deposit Capture (Rdc)Wire Transfers
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