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8 Days AgoSaved
In-Office
San Marco, Jacksonville, FL, USA
Senior level
Senior level
Fintech • Payments • Financial Services
Support Treasury Management (TM) sales by developing product knowledge, onboarding small business clients, assisting with fraud discussions, backing up the TM Sales Officer, generating revenue through new accounts/services, collaborating with retail bankers to identify leads, preparing implementation paperwork, and providing subject-matter expertise on TM projects and client situations.
8 Days AgoSaved
In-Office
The Woodlands, TX, USA
Mid level
Mid level
Fintech • Payments • Financial Services
Support commercial loan and deposit portfolios by performing credit analysis, compiling loan packages, underwriting, risk grading, covenant testing, and portfolio servicing. Ensure regulatory and policy compliance (BSA/AML/CIP/OFAC), collaborate with Relationship Managers and Credit Administration, assist with loan documentation, client meetings, and special projects to manage credit risk and client needs.
Top Skills: ExcelMicrosoft Word
Reposted 13 Days AgoSaved
In-Office
Houston, TX, USA
100K-150K Annually
Senior level
100K-150K Annually
Senior level
Fintech • Payments • Financial Services
Lead sales efforts, manage Middle Market Bankers, drive new business development, evaluate loans, and ensure compliance with regulations.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
Reposted 13 Days AgoSaved
In-Office
Greenville, SC, USA
Mid level
Mid level
Fintech • Payments • Financial Services
Originate and manage commercial loans, analyze applicants' financial data and creditworthiness, negotiate loan terms, monitor repayments, collect on past-due accounts, cross-sell bank products, prepare lending reports, and maintain community and customer relationships to grow business.
Top Skills: MS Office
Reposted 13 Days AgoSaved
In-Office
Leesburg, VA, USA
Senior level
Senior level
Fintech • Payments • Financial Services
Responsible for developing new business, managing a loan and deposit portfolio, and ensuring compliance with lending regulations while providing superior client service.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
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Reposted 14 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The Senior Financial Systems Analyst will provide financial insights, support budgeting, forecasting, and automate reporting for various business units while collaborating with senior leadership.
Top Skills: ExcelPower BISnowflake
Reposted 14 Days AgoSaved
In-Office
Billing, PA, USA
Junior
Junior
Fintech • Payments • Financial Services
The Client Services Representative handles day-to-day client interactions, monitors invoices for fraud, enters credit authorizations, and provides client training on funding procedures and the portal.
Top Skills: ExcelWord
Reposted 16 Days AgoSaved
In-Office
South of Broad, Charleston, SC, USA
Mid level
Mid level
Fintech • Payments • Financial Services
Supports commercial loan and deposit portfolios via underwriting, portfolio management, and client service while ensuring compliance with regulations and policies.
Top Skills: ExcelMicrosoft Word
Reposted 18 Days AgoSaved
In-Office
Cherry Creek, CO, USA
99K-159K Annually
Senior level
99K-159K Annually
Senior level
Fintech • Payments • Financial Services
The role focuses on developing relationships, managing loan portfolios, ensuring compliance, and promoting bank products to commercial clients.
Top Skills: ExcelMicrosoft WordOutlook
Reposted 18 Days AgoSaved
In-Office
East Charlotte, Charlotte, VT, USA
Senior level
Senior level
Fintech • Payments • Financial Services
The Treasury Management Product Specialist supports sales officers by providing product expertise, managing implementations, and optimizing client solutions in treasury management.
Top Skills: Bank Operating SystemsTreasury Management ProductsTreasury/Payment Systems Compliance
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