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Community Reinvestment Outreach Manager at Bank of Montreal
Chicago, Illinois, United States - Full Time
Skills Needed
Community Reinvestment Act (Cra), Community Engagement, Strategic Partnerships, Stakeholder Management, Data Informed Decision Making, Communication Skills, Needs Assessment Analysis, Relationship Building, Compliance, Lending, Volunteerism, Investment Strategy, Fair Lending, Problem Resolution, Market Analysis, Thought Leadership
Specialization
Success in this role requires knowledge of the Community Reinvestment Act (CRA) and proven ability to build partnerships within underrepresented communities, coupled with strong stakeholder management and data-informed decision-making skills. Candidates must also be able to exercise sound judgment, proactively resolve potential problems, and travel within the assigned coverage area at least 25% of the time.
Experience Required
Minimum 5 year(s)
Operational Branch Services Officer at WESTAMERICA BANK
Napa, California, United States - Full Time
Skills Needed
Customer Service, Sales, Cash Handling, Banking Operations, Cross Selling, Communication, Math Skills, Audit Readiness, Branch Security, Transaction Accuracy, Regulatory Compliance, 10 Key Machine, Branch Capture Equipment, Problem Solving, Teamwork
Specialization
The role requires good customer relations and basic math skills. Candidates must be able to stand for long periods and perform physical tasks such as handling office equipment and lifting up to 25 pounds.
Operational Branch Services Officer at WESTAMERICA BANK
Fresno, California, United States - Full Time
Skills Needed
Customer Service, Sales, Cash Handling, Banking Operations, Cross Selling, Communication, Problem Solving, Audit Readiness, Regulatory Compliance, 10 Key Machine, Microsoft Office, Branch Security, Transaction Accuracy, Teamwork, Math Skills
Specialization
Candidates must possess good customer relations and basic math skills. The role requires the ability to stand for long periods and perform physical tasks such as lifting up to 25 pounds.
Senior Deposit Operations Specialist at One Florida Bank
Lake Mary, Florida, United States - Full Time
Skills Needed
Deposit Operations, Ach Processing, Analytical Problem Solving, Decision Making, Technical Aptitude, Multitasking, Communication, Reconciliation, General Ledger, Fraud Detection, Regulatory Compliance, Microsoft Excel, Microsoft Word, Check Adjustments, Eft Disputes, Time Management
Specialization
Candidates must have a high school diploma or equivalent and at least 7 years of prior deposit operations experience. Strong analytical skills, proficiency in Microsoft Office, and a thorough understanding of banking regulations are required.
Experience Required
Minimum 5 year(s)
Fintech Intern at Stearns Bank NA.
St. Cloud, Minnesota, United States - Full Time
Skills Needed
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Data Analytics, Project Management, Due Diligence, Compliance, Risk Management, Communication Skills, Organizational Skills, Multi Tasking, Digital Literacy, Analytical Skills, Reporting
Specialization
Candidates should be working towards a Bachelor’s or Associate’s degree in Finance or a business-related field. Proficiency in Microsoft Office suite and strong organizational and communication skills are required.
Consumer Loan Processor - DMV at WESTAMERICA BANK
Fairfield, California, United States - Full Time
Skills Needed
Loan Processing, Quality Assurance, Compliance, Ach System, Documentation, Reporting, Communication, Analytical Skills, Pc Literacy, Interpersonal Skills, Teamwork
Specialization
Previous banking or lending experience is desirable for this role. Candidates must possess excellent communication, analytical, and interpersonal skills along with PC literacy.
Customer Service Agent at Cornerstone Bank
Columbus, Nebraska, United States - Full Time
Skills Needed
Customer Service, Insurance Product Knowledge, Application Processing, Quote Preparation, Payment Documentation, Client File Maintenance, Claims Reporting, Portfolio Management, Microsoft Office, Detail Oriented, Communication Skills, Teamwork, Independent Work
Specialization
Candidates must have at least a high school education, with post-secondary business or insurance experience preferred. Applicants are required to hold a valid driver's license and must obtain or maintain a state insurance license.
Teller at Dream First Bank
Woodward, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Team Player, Detail Oriented, Communication, Accountability, Problem Solving, Initiative, Reliability, Adaptability, Creativity, Confidentiality, Relationship Building, Proactivity, Constructive Criticism, Camaraderie, Time Management
Specialization
Candidates should possess a can-do attitude, be accountable, and welcome constructive criticism. They should also be detail-oriented and committed to personal and professional growth.
Teller at Dream First Bank
Hugoton, Kansas, United States - Full Time
Skills Needed
Customer Service, Team Player, Detail Oriented, Communication, Problem Solving, Initiative, Accountability, Reliability, Creativity, Adaptability
Specialization
Candidates should possess a 'can do' attitude and be open to constructive criticism. They should also demonstrate accountability, reliability, and a commitment to personal and professional growth.
BSA Analyst at WESTAMERICA BANK
Fairfield, California, United States - Full Time
Skills Needed
Analytical Skills, Communication Skills, Research Skills, Investigative Skills, Organizational Skills, Microsoft Word, Microsoft Excel, Microsoft Access
Specialization
Candidates should have two years of branch banking experience with knowledge of BSA/AML regulations. Proficiency in Microsoft Office and strong analytical and communication skills are required.
Experience Required
Minimum 2 year(s)
Specialist: Talent Acquisition at Capitec Bank Ltd
Stellenbosch, Western Cape, South Africa - Full Time
Skills Needed
Talent Acquisition, Recruitment, Stakeholder Management, Interviewing, Competency Based Interviewing, Candidate Response Handling, Recruitment Methodologies, Assessment Interpretation, Hiring Frameworks, Talent Advisory, Data Analysis, Market Trends, Process Optimization, Compliance
Specialization
Candidates need 2-3 years of experience in Talent Acquisition, ideally supporting technology and data roles, with proven success managing full-cycle recruitment in a target-driven setting. Strong stakeholder management and confidence in advising decisions using data and structured evaluation methods are essential.
Experience Required
Minimum 2 year(s)
Fraud & AML Specialist at Idaho First Bank
Boise, Idaho, United States - Full Time
Skills Needed
Fraud Monitoring, Fraud Detection, Investigations, Case Management, Transaction Monitoring, Risk Mitigation, Customer Due Diligence, Enhanced Due Diligence, Analytical Skills, Judgment, Communication Skills, Pattern Recognition
Specialization
Candidates need 2 to 3 or more years of experience in fraud detection, investigations, or financial crimes within banking or fintech, along with familiarity with transaction monitoring tools. A strong preference is given to those experienced with digital banking and online account opening environments, alongside working knowledge of BSA/AML concepts.
Experience Required
Minimum 2 year(s)
Branch Manager at CENTREVILLE BANK
Cranston, Rhode Island, United States - Full Time
Skills Needed
Sales Strategy Development, Business Development, Relationship Management, Customer Experience, Team Leadership, Coaching, Sales Goal Setting, Operational Integrity, Policy Compliance, Regulatory Compliance, Negotiation, Critical Thinking, Retail Banking Products, Loan Application Preparation, Problem Resolution, Outbound Sales Calls
Specialization
Candidates must possess a Bachelor’s degree or equivalent experience, along with 3 to 5 years of business development experience and proven leadership capabilities. Required knowledge includes current banking procedures and regulations, with the ability to coach staff, manage sales activities, and travel for meetings.
Experience Required
Minimum 2 year(s)
Loan Operations Payoff Clerk at INDEPENDENT BANK
Memphis, Tennessee, United States - Full Time
Skills Needed
Loan Processing, Data Entry, Customer Service, Communication, Analytical Skills, Basic Math, Microsoft Word, Microsoft Excel, Ten Key, Documentation, Payment Processing, Telephone Etiquette, Active Listening
Specialization
Candidates must have a high school diploma or GED and possess strong communication and customer service skills. Proficiency in Microsoft Office, accurate data entry, and basic math skills are also required.
Mortgage Officer at Dream First Bank
Woodward, Oklahoma, United States - Full Time
Skills Needed
Loan Origination, Relationship Management, Financial Analysis, Credit Analysis, Mortgage Products Knowledge, Regulatory Compliance, Sales Goal Achievement, Customer Service, Interpersonal Skills, Communication Skills, Lead Generation
Specialization
Candidates should possess prior experience in mortgage lending or financial services, along with strong interpersonal and communication skills, and the ability to be self-motivated in generating leads. A requirement for this position is NMLS registration or the ability to obtain it, alongside knowledge of mortgage loan products and procedures.
Experience Required
Minimum 2 year(s)
High School Co-Op Student at The Bank & Trust
Del Rio, Texas, United States - Full Time
Skills Needed
Co Op Program Participation
Specialization
Applicants must be high school students currently enrolled in the co-op program. No other specific requirements are listed.
Relationship Support Representative-CRE at INDEPENDENT BANK
Memphis, Tennessee, United States - Full Time
Skills Needed
Customer Service, Real Estate Terminology, Oral Communication, Written Communication, Microsoft Excel, Loan Operations, Documentation, Problem Solving, Administrative Support, Loan Advances, Loan Payoffs, Loan Document Preparation, File Maintenance, Commercial Loan Documentation, Laser Pro
Specialization
Candidates must have a high school diploma or equivalent and prior banking experience, ideally with working knowledge of commercial loan documentation and regulations, along with 2+ years of customer service skills.
Experience Required
Minimum 2 year(s)
Float PBA at Fifth Third Bank
Dublin, Ohio, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Problem Resolution, Sales Referrals, Financial Product Knowledge, Communication, Mathematical Skills, Decision Making, Teamwork, Banking Policies, Risk Management, Professionalism, Time Management, Attention To Detail, Interpersonal Skills
Specialization
Requires a high school diploma or GED and a minimum of 2 years of customer service representative experience. Must possess strong cash handling skills, the ability to perform advanced math, and be eligible for SAFE Act registration.
Experience Required
Minimum 2 year(s)
SBA Relationship Manager at POTOMAC BANK INC
Ashburn, Virginia, United States - Full Time
Skills Needed
Commercial Lending, Sba Lending, Credit Underwriting, Financial Analysis, Business Development, Relationship Management, Portfolio Management, Loan Documentation, Regulatory Compliance, Risk Assessment, Cross Selling, Communication Skills, Critical Thinking, Accounting Concepts, Loan Vantage, Customer Service
Specialization
Candidates must have at least five years of experience in commercial or SBA lending and a strong understanding of SBA loan programs and regulations. A bachelor's degree in business, finance, or a related field is preferred.
Experience Required
Minimum 5 year(s)
FP&A Manager at Environment Bank
, England, United Kingdom - Full Time
Skills Needed
Power Bi Dashboard Development, Advanced Excel, Financial Modelling, Scenario Analysis, Data Integration, Sage Intacct, Hubspot, Snowflake, Dax, Data Modelling, P&L Analysis, Cash Flow Analysis, Revenue Recognition, Forecasting, Budgeting, Investor Reporting
Specialization
Candidates must have strong experience building Power BI dashboards in a finance context and advanced Excel capabilities, including handling large financial models and sensitivity analysis. A solid understanding of core financial concepts like P&L, cash flow, and commercial drivers is essential, along with comfort in a fast-growing, PE-backed environment.
Experience Required
Minimum 5 year(s)
Community Reinvestment Outreach Manager at Bank of Montreal
Chicago, Illinois, United States -
Full Time


Start Date

Immediate

Expiry Date

19 Jun, 26

Salary

138000.0

Posted On

21 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Community Reinvestment Act (CRA), Community Engagement, Strategic Partnerships, Stakeholder Management, Data-Informed Decision-Making, Communication Skills, Needs Assessment Analysis, Relationship Building, Compliance, Lending, Volunteerism, Investment Strategy, Fair Lending, Problem Resolution, Market Analysis, Thought Leadership

Industry

Financial Services

Description
Application Deadline: 04/02/2026 Address: 320 S Canal Street Job Family Group: Corporate Affairs The Community Reinvestment Outreach Manager is responsible for strengthening the bank’s Community Reinvestment Act (CRA) performance through proactive community engagement, strategic partnerships, and market-level impact initiatives. The role drives outreach efforts that expand access to affordable housing, small-business development, financial wellness, and inclusive economic opportunities within low- to moderate-income communities. A key function of this role is to analyze community needs and CRA activity trends at the market level, and report insights, opportunities, and potential CRA shortfalls to internal business lines, including Retail, Mortgage, Small Business, Commercial, and Philanthropy. The manager escalates identified gaps, recommends responsive strategies, and collaborates with internal partners to support CRA-eligible lending, services, volunteerism, and investments aligned with regulatory expectations. The manager serves as a visible community representative for the bank—cultivating relationships with nonprofit organizations, civic leaders, government agencies, CDFIs, and ecosystem partners. Success requires strong stakeholder management, data-informed decision-making, polished communication skills, and the ability to translate community priorities and CRA performance risks into actionable and measurable outcomes that support compliance, market growth, reputation, and equitable impact. Reporting to the Senior Community Reinvestment Outreach Manager team BMO East, this is a key role within the Community Reinvestment Outreach organization with primary responsibilities for managing both the achievement of the bank’s $40+ billion, 5-year Community Benefits Plan, EMpower, and implementing BMO’s Community Reinvestment Act (CRA) outreach strategy. This role will assist in managing the Chicago, Indianapolis and Florida MSAs. Serve as a CRA and Empower Subject Matter Expert for the assigned coverage area. Conduct and interpret CRA and community development needs assessments analysis for assigned markets. Maintain productive relationships and communication plan with regional presidents to ensure colleagues are actively engaged in local needs or opportunities. Develops and maintains effective relationships with all lines of business (LOBs) about community needs/priorities. Guides market leads in achieving Community Reinvestment Act (CRA) performance relatives to their respective lines of business and assisting in the formation of market action plans for CRA Lending, Investing and Service. Partners closely with the CRA Governance team to regularly review CRA performance-to-goal and as needed, assist with the collection of information for the CRA exam and performance context. Contributes to performance context by documenting community development activities including training leadership and employees on correctly logging community development services for CRA credit. Cultivates relationships and partnerships with community, civic and nonprofit organizations to position BMO as a trusted partner and advocate for community advancement. Builds recognition for BMO for our community investments and serve as a thought leader on BMO’s behalf; originate, facilitate, and attend meeting with community stakeholders; develop and maintain a productive network of professional relationships with key government, philanthropic, nonprofit, community leaders, and maintain strategic alliances with local advocacy groups. Connects community partners to broader company initiatives like EMpower and special purpose credit programs to drive impact throughout BMO’s footprint. Manage strategic grants and sponsorship requests to ensure the greatest impact for both the community in which we serve. Represents BMO at local and national events, including speaking opportunities. Collaborate with leadership on community development referrals and volunteer services. Assist with Fair Lending matters as necessary. Role requirement: Knowledge of the Community Reinvestment Act (CRA) and building partnerships within underrepresented communities. Exercise sound judgement, accurately identify and proactively resolve potential problems. Demonstrate ability to pivot to unexpected community needs/occurrences Travel within the assigned coverage area at least 25% of the time. Salary: $74,000.00 - $138,000.00 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 http://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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.
Responsibilities
This role is responsible for strengthening the bank’s Community Reinvestment Act (CRA) performance through proactive community engagement, strategic partnerships, and managing the achievement of the bank’s multi-year Community Benefits Plan. The manager analyzes community needs, reports insights and potential shortfalls to internal business lines, and collaborates on responsive strategies for CRA-eligible activities across assigned MSAs.
Community Reinvestment Outreach Manager at Bank of Montreal
Chicago, Illinois, United States - Full Time
Skills Needed
Community Reinvestment Act (Cra), Community Engagement, Strategic Partnerships, Stakeholder Management, Data Informed Decision Making, Communication Skills, Needs Assessment Analysis, Relationship Building, Compliance, Lending, Volunteerism, Investment Strategy, Fair Lending, Problem Resolution, Market Analysis, Thought Leadership
Specialization
Success in this role requires knowledge of the Community Reinvestment Act (CRA) and proven ability to build partnerships within underrepresented communities, coupled with strong stakeholder management and data-informed decision-making skills. Candidates must also be able to exercise sound judgment, proactively resolve potential problems, and travel within the assigned coverage area at least 25% of the time.
Experience Required
Minimum 5 year(s)
Operational Branch Services Officer at WESTAMERICA BANK
Napa, California, United States - Full Time
Skills Needed
Customer Service, Sales, Cash Handling, Banking Operations, Cross Selling, Communication, Math Skills, Audit Readiness, Branch Security, Transaction Accuracy, Regulatory Compliance, 10 Key Machine, Branch Capture Equipment, Problem Solving, Teamwork
Specialization
The role requires good customer relations and basic math skills. Candidates must be able to stand for long periods and perform physical tasks such as handling office equipment and lifting up to 25 pounds.
Operational Branch Services Officer at WESTAMERICA BANK
Fresno, California, United States - Full Time
Skills Needed
Customer Service, Sales, Cash Handling, Banking Operations, Cross Selling, Communication, Problem Solving, Audit Readiness, Regulatory Compliance, 10 Key Machine, Microsoft Office, Branch Security, Transaction Accuracy, Teamwork, Math Skills
Specialization
Candidates must possess good customer relations and basic math skills. The role requires the ability to stand for long periods and perform physical tasks such as lifting up to 25 pounds.
Senior Deposit Operations Specialist at One Florida Bank
Lake Mary, Florida, United States - Full Time
Skills Needed
Deposit Operations, Ach Processing, Analytical Problem Solving, Decision Making, Technical Aptitude, Multitasking, Communication, Reconciliation, General Ledger, Fraud Detection, Regulatory Compliance, Microsoft Excel, Microsoft Word, Check Adjustments, Eft Disputes, Time Management
Specialization
Candidates must have a high school diploma or equivalent and at least 7 years of prior deposit operations experience. Strong analytical skills, proficiency in Microsoft Office, and a thorough understanding of banking regulations are required.
Experience Required
Minimum 5 year(s)
Fintech Intern at Stearns Bank NA.
St. Cloud, Minnesota, United States - Full Time
Skills Needed
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Data Analytics, Project Management, Due Diligence, Compliance, Risk Management, Communication Skills, Organizational Skills, Multi Tasking, Digital Literacy, Analytical Skills, Reporting
Specialization
Candidates should be working towards a Bachelor’s or Associate’s degree in Finance or a business-related field. Proficiency in Microsoft Office suite and strong organizational and communication skills are required.
Consumer Loan Processor - DMV at WESTAMERICA BANK
Fairfield, California, United States - Full Time
Skills Needed
Loan Processing, Quality Assurance, Compliance, Ach System, Documentation, Reporting, Communication, Analytical Skills, Pc Literacy, Interpersonal Skills, Teamwork
Specialization
Previous banking or lending experience is desirable for this role. Candidates must possess excellent communication, analytical, and interpersonal skills along with PC literacy.
Customer Service Agent at Cornerstone Bank
Columbus, Nebraska, United States - Full Time
Skills Needed
Customer Service, Insurance Product Knowledge, Application Processing, Quote Preparation, Payment Documentation, Client File Maintenance, Claims Reporting, Portfolio Management, Microsoft Office, Detail Oriented, Communication Skills, Teamwork, Independent Work
Specialization
Candidates must have at least a high school education, with post-secondary business or insurance experience preferred. Applicants are required to hold a valid driver's license and must obtain or maintain a state insurance license.
Teller at Dream First Bank
Woodward, Oklahoma, United States - Full Time
Skills Needed
Customer Service, Team Player, Detail Oriented, Communication, Accountability, Problem Solving, Initiative, Reliability, Adaptability, Creativity, Confidentiality, Relationship Building, Proactivity, Constructive Criticism, Camaraderie, Time Management
Specialization
Candidates should possess a can-do attitude, be accountable, and welcome constructive criticism. They should also be detail-oriented and committed to personal and professional growth.
Teller at Dream First Bank
Hugoton, Kansas, United States - Full Time
Skills Needed
Customer Service, Team Player, Detail Oriented, Communication, Problem Solving, Initiative, Accountability, Reliability, Creativity, Adaptability
Specialization
Candidates should possess a 'can do' attitude and be open to constructive criticism. They should also demonstrate accountability, reliability, and a commitment to personal and professional growth.
BSA Analyst at WESTAMERICA BANK
Fairfield, California, United States - Full Time
Skills Needed
Analytical Skills, Communication Skills, Research Skills, Investigative Skills, Organizational Skills, Microsoft Word, Microsoft Excel, Microsoft Access
Specialization
Candidates should have two years of branch banking experience with knowledge of BSA/AML regulations. Proficiency in Microsoft Office and strong analytical and communication skills are required.
Experience Required
Minimum 2 year(s)
Specialist: Talent Acquisition at Capitec Bank Ltd
Stellenbosch, Western Cape, South Africa - Full Time
Skills Needed
Talent Acquisition, Recruitment, Stakeholder Management, Interviewing, Competency Based Interviewing, Candidate Response Handling, Recruitment Methodologies, Assessment Interpretation, Hiring Frameworks, Talent Advisory, Data Analysis, Market Trends, Process Optimization, Compliance
Specialization
Candidates need 2-3 years of experience in Talent Acquisition, ideally supporting technology and data roles, with proven success managing full-cycle recruitment in a target-driven setting. Strong stakeholder management and confidence in advising decisions using data and structured evaluation methods are essential.
Experience Required
Minimum 2 year(s)
Fraud & AML Specialist at Idaho First Bank
Boise, Idaho, United States - Full Time
Skills Needed
Fraud Monitoring, Fraud Detection, Investigations, Case Management, Transaction Monitoring, Risk Mitigation, Customer Due Diligence, Enhanced Due Diligence, Analytical Skills, Judgment, Communication Skills, Pattern Recognition
Specialization
Candidates need 2 to 3 or more years of experience in fraud detection, investigations, or financial crimes within banking or fintech, along with familiarity with transaction monitoring tools. A strong preference is given to those experienced with digital banking and online account opening environments, alongside working knowledge of BSA/AML concepts.
Experience Required
Minimum 2 year(s)
Branch Manager at CENTREVILLE BANK
Cranston, Rhode Island, United States - Full Time
Skills Needed
Sales Strategy Development, Business Development, Relationship Management, Customer Experience, Team Leadership, Coaching, Sales Goal Setting, Operational Integrity, Policy Compliance, Regulatory Compliance, Negotiation, Critical Thinking, Retail Banking Products, Loan Application Preparation, Problem Resolution, Outbound Sales Calls
Specialization
Candidates must possess a Bachelor’s degree or equivalent experience, along with 3 to 5 years of business development experience and proven leadership capabilities. Required knowledge includes current banking procedures and regulations, with the ability to coach staff, manage sales activities, and travel for meetings.
Experience Required
Minimum 2 year(s)
Loan Operations Payoff Clerk at INDEPENDENT BANK
Memphis, Tennessee, United States - Full Time
Skills Needed
Loan Processing, Data Entry, Customer Service, Communication, Analytical Skills, Basic Math, Microsoft Word, Microsoft Excel, Ten Key, Documentation, Payment Processing, Telephone Etiquette, Active Listening
Specialization
Candidates must have a high school diploma or GED and possess strong communication and customer service skills. Proficiency in Microsoft Office, accurate data entry, and basic math skills are also required.
Mortgage Officer at Dream First Bank
Woodward, Oklahoma, United States - Full Time
Skills Needed
Loan Origination, Relationship Management, Financial Analysis, Credit Analysis, Mortgage Products Knowledge, Regulatory Compliance, Sales Goal Achievement, Customer Service, Interpersonal Skills, Communication Skills, Lead Generation
Specialization
Candidates should possess prior experience in mortgage lending or financial services, along with strong interpersonal and communication skills, and the ability to be self-motivated in generating leads. A requirement for this position is NMLS registration or the ability to obtain it, alongside knowledge of mortgage loan products and procedures.
Experience Required
Minimum 2 year(s)
High School Co-Op Student at The Bank & Trust
Del Rio, Texas, United States - Full Time
Skills Needed
Co Op Program Participation
Specialization
Applicants must be high school students currently enrolled in the co-op program. No other specific requirements are listed.
Relationship Support Representative-CRE at INDEPENDENT BANK
Memphis, Tennessee, United States - Full Time
Skills Needed
Customer Service, Real Estate Terminology, Oral Communication, Written Communication, Microsoft Excel, Loan Operations, Documentation, Problem Solving, Administrative Support, Loan Advances, Loan Payoffs, Loan Document Preparation, File Maintenance, Commercial Loan Documentation, Laser Pro
Specialization
Candidates must have a high school diploma or equivalent and prior banking experience, ideally with working knowledge of commercial loan documentation and regulations, along with 2+ years of customer service skills.
Experience Required
Minimum 2 year(s)
Float PBA at Fifth Third Bank
Dublin, Ohio, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Problem Resolution, Sales Referrals, Financial Product Knowledge, Communication, Mathematical Skills, Decision Making, Teamwork, Banking Policies, Risk Management, Professionalism, Time Management, Attention To Detail, Interpersonal Skills
Specialization
Requires a high school diploma or GED and a minimum of 2 years of customer service representative experience. Must possess strong cash handling skills, the ability to perform advanced math, and be eligible for SAFE Act registration.
Experience Required
Minimum 2 year(s)
SBA Relationship Manager at POTOMAC BANK INC
Ashburn, Virginia, United States - Full Time
Skills Needed
Commercial Lending, Sba Lending, Credit Underwriting, Financial Analysis, Business Development, Relationship Management, Portfolio Management, Loan Documentation, Regulatory Compliance, Risk Assessment, Cross Selling, Communication Skills, Critical Thinking, Accounting Concepts, Loan Vantage, Customer Service
Specialization
Candidates must have at least five years of experience in commercial or SBA lending and a strong understanding of SBA loan programs and regulations. A bachelor's degree in business, finance, or a related field is preferred.
Experience Required
Minimum 5 year(s)
FP&A Manager at Environment Bank
, England, United Kingdom - Full Time
Skills Needed
Power Bi Dashboard Development, Advanced Excel, Financial Modelling, Scenario Analysis, Data Integration, Sage Intacct, Hubspot, Snowflake, Dax, Data Modelling, P&L Analysis, Cash Flow Analysis, Revenue Recognition, Forecasting, Budgeting, Investor Reporting
Specialization
Candidates must have strong experience building Power BI dashboards in a finance context and advanced Excel capabilities, including handling large financial models and sensitivity analysis. A solid understanding of core financial concepts like P&L, cash flow, and commercial drivers is essential, along with comfort in a fast-growing, PE-backed environment.
Experience Required
Minimum 5 year(s)
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