72,553 Banking Support jobs in the United States
Business Banking Support Specialist
Posted 1 day ago
Job Viewed
Job Description
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 Support Specialist is a customer service and support role working directly with customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Business Banking Relationship Managers and Business Banking Relationship Analysts. Supports sales teams in executing a One Bank strategy and growing market share. Responsible for retaining and deepening client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. Proactively works to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that realize clients' unmet needs. Has primary responsibility for risk and compliance requirements by ensuring timely and accurate compliance to procedural, policy and regulatory requirements.
Basic Qualifications
-
Associate's degree, or equivalent work experience
-
Typically five or more years of job-related experience
Preferred Skills/Experience
-
Considerable knowledge of departmental and bank products and services
-
Proven customer service and problem resolution skills
-
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
-
Effective interpersonal, verbal and written communication skills
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
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 ( .
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 ( .
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: $23.65 - $31.54
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.
Business Banking Support Specialist
Posted 1 day ago
Job Viewed
Job Description
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 Support Specialist is a customer service and support role working directly with customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Business Banking Relationship Managers and Business Banking Relationship Analysts. Supports sales teams in executing a One Bank strategy and growing market share. Responsible for retaining and deepening client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. Proactively works to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that realize clients' unmet needs. Has primary responsibility for risk and compliance requirements by ensuring timely and accurate compliance to procedural, policy and regulatory requirements.
Basic Qualifications
-
Associate's degree, or equivalent work experience
-
Typically five or more years of job-related experience
Preferred Skills/Experience
-
Considerable knowledge of departmental and bank products and services
-
Proven customer service and problem resolution skills
-
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
-
Effective interpersonal, verbal and written communication skills
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
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 ( .
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 ( .
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: $23.65 - $31.54
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.
Business Banking Support Specialist
Posted 24 days ago
Job Viewed
Job Description
POSITION SUMMARY:
Be the primary individual that provides support of commercial banking services product installation and implementation within the bank, its branches, and customer locations. Requires the ability to exercise independent judgment with moderate supervision. Provides support for all department products and services, customer service, upselling, and on-site customer training. This position performs a variety of administrative duties in support of certain products. Works closely with other departments within the Holding Company to meet required deadlines. Assists all department customers any way possible within their scope of judgment or refer to management. Explores customer needs and cross-sells services that are in the best interest of the customer. Makes appropriate referrals to other business units for traditional and non-traditional banking products and services. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Follows through on customer, Business Banking sales representatives, and management requests for customer product or service set up, changes, additions, and training. Assists on any other problems and issues with Business Banking products and services. Explains procedures and regulations to ensure all department customers meet and understand compliance requirements.
Provides support for the department products and services, special projects, customer service, upselling, on-site customer training, and work closely with senior management when required.
Supports efforts in the growth and development of marketing programs for new commercial banking products and services.
Works with other departments within the Holding Company, bank, branch facilities and customers to solve problems and keep appropriate documentation current.
Provides support in reaching departmental goals and budget controls.
Ensures all reports, bills, and upgrades pertaining to products or services for the department are done in accordance with instructions given or due dates given.
Maintains a positive relationship with clients to ensure financial needs are met and expectations exceeded.
Assists on calls on potential and/or existing clients to develop new business and increase or retain relationships with current clients.
Acquires and maintains a thorough knowledge and understanding of compliance and regulatory issues relating to customer service areas evidenced by appropriate application of these regulations in day-to-day operations.
Demonstrates the highest level of professionalism, effectiveness and efficiency. Consistently demonstrates proficiency in providing exemplary customer service in person and by telephone.
Actively listens to customers and maintains a friendly, positive and professional attitude and resolves difficult situations with tact and diplomacy.
Develops and maintains a thorough knowledge of Central Bank services, operations, and organization; communicates this understanding to others when appropriate, and refers inquiries and correspondence to the proper department or individual.
Arranges daily work plans to handle customer flow and bank processing requirements, provides customer service and meets bank recordkeeping requirements.
Actively participates in sales referral program; attends appropriate referral training; utilizes referral program initiatives; works with management to set referral goals and works to achieve targeted goals. Makes effective referrals to business units for traditional and non-traditional banking products and services.
Completes or attends all required training.
POSITION REQUIREMENTS:
High school education or equivalent combination of education, training and experience that provides the required knowledge, skills and abilities. Previous experience in cash management, wire services or related area is desirable. General background in bank policies, procedures, and banking regulations (state and federal); knowledge of bank products and services preferred.
Ability to read, write, and speak English. Excellent verbal, listening and communication skills. Strong customer relations skills and ability to work with employees and customers in a cooperative manner. Ability and desire to work as part of a team, and with people of diverse backgrounds
Demonstrated skill in customer service and training. Ability to identify client needs, present banking solutions and bank products. Ability to recognize closing opportunities to refer, retain and grow customer relationships. Ability to use and have a strong understanding of Word documents, Excel spreadsheets and Outlook email and scheduling.
Knowledge of modern office practices and procedures; accurate grammar, spelling, punctuation and Standard English usage; business correspondence formats, recordkeeping and filing methods; basic math calculations.
Ability to identify client needs, present banking solutions and bank products. Ability to recognize closing opportunities and retain and grow customer relationships.
Strong organizational skills and attention to detail.
Possess good judgment skills. Ability to make decisions, work independently, handle confidential information and manage multiple tasks.
Willingness to work flexible hours as needed.
Willingness to assume additional responsibilities/duties/projects as they arise.
Ability to operate office equipment including computers, calculators/adding machines, telephones, voicemail, copy/printer machines and security devices.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Ability to drive a vehicle. Must maintain a current, valid driver's license and an acceptable driving record for bank insurance purposes.
PHYSICAL AND SENSORY DEMANDS:
Regularly required to sit; stand; walk; talk; see and hear. Regularly required to use hands to finger, handle, or feel objects, tools, or controls and reach with hands and arms. Occasionally required to stoop, kneel, or crouch.
Frequently lifts and/or move up to 20 pounds. Specific vision abilities include close vision.
WORKING CONDITIONS:
Works is normally performed in a typical interior/office work environment. The individual experiences little discomfort from noise, dust or other factors.
Physical demands and working conditions described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Business Banking Support Specialist

Posted today
Job Viewed
Job Description
**Job Description**
The Business Banking Support Specialist is a customer service and support role working directly with customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Business Banking Relationship Managers and Business Banking Relationship Analysts. Supports sales teams in executing a One Bank strategy and growing market share. Responsible for retaining and deepening client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. Proactively works to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that realize clients' unmet needs. Has primary responsibility for risk and compliance requirements by ensuring timely and accurate compliance to procedural, policy and regulatory requirements.
**Basic Qualifications**
- Associate's degree, or equivalent work experience
- Typically five or more years of job-related experience
**Preferred Skills/Experience**
- Considerable knowledge of departmental and bank products and services
- Proven customer service and problem resolution skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Effective interpersonal, verbal and written communication skills
**The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.**
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 ( .
**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 ( .
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: $23.65 - $31.54
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.**
Business Banking Support Specialist
Posted 2 days ago
Job Viewed
Job Description
**Job Description**
The Business Banking Support Specialist is a customer service and support role working directly with customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Business Banking Relationship Managers and Business Banking Relationship Analysts. Supports sales teams in executing a One Bank strategy and growing market share. Responsible for retaining and deepening client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. Proactively works to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that realize clients' unmet needs. Has primary responsibility for risk and compliance requirements by ensuring timely and accurate compliance to procedural, policy and regulatory requirements.
**Basic Qualifications**
- Associate's degree, or equivalent work experience
- Typically five or more years of job-related experience
**Preferred Skills/Experience**
- Considerable knowledge of departmental and bank products and services
- Proven customer service and problem resolution skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Effective interpersonal, verbal and written communication skills
**The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.**
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 ( .
**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 ( .
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: $23.65 - $31.54
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.**
Business Banking Support Specialist
Posted 2 days ago
Job Viewed
Job Description
**Job Description**
The Business Banking Support Specialist is a customer service and support role working directly with customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Business Banking Relationship Managers and Business Banking Relationship Analysts. Supports sales teams in executing a One Bank strategy and growing market share. Responsible for retaining and deepening client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. Proactively works to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that realize clients' unmet needs. Has primary responsibility for risk and compliance requirements by ensuring timely and accurate compliance to procedural, policy and regulatory requirements.
**Basic Qualifications**
- Associate's degree, or equivalent work experience
- Typically five or more years of job-related experience
**Preferred Skills/Experience**
- Considerable knowledge of departmental and bank products and services
- Proven customer service and problem resolution skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Effective interpersonal, verbal and written communication skills
**The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.**
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 ( .
**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 ( .
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: $23.65 - $31.54
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.**
Banking Support Specialist - Plant City
Posted 5 days ago
Job Viewed
Job Description
Our Banking Support Specialists provide exceptional service to our internal, external, and prospective clients by performing a variety of service transactions. The Banking Support Specialist position will provide support and coverage for the Banking Representative and Client Banking Specialist roles. This particular Banking Support Specialist position will provide support to the Plant City Office.
Primary Duties and Responsibilities
- Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times.
- Acts as a cultural ambassador to internal and external clients, providing an exceptional experience with each interaction.
- Develops rapport with internal and external clients by being proactive and timely with requests, while displaying a caring attitude.
- Performs account opening, maintains a balancing record, and processes routine Teller transactions in line with policy.
- Initiates conversations to uncover client needs for Bank products and services.
- Effectively refers clients to the appropriate business partner to meet their financial services' needs.
- Utilizes problem solving skills to determine and correct cash outages and to enlist assistance, as needed, for more difficult errors.
- Performs servicing transactions in various departments, sometimes simultaneously.
- Grows and maintains a well-developed working knowledge of the complete line of products and services offered at the Bank.
- Serves as a subject matter expert with respect to policy and procedures, bank operations, cash recycler assistance, bank software & systems, internal audit, etc. and provides guidance to other employees as needed.
- Works in a team environment, interacting with co-workers and management in a positive manner.
- Maintains a position of trust and responsibility by keeping all client business confidential.
- Grows and maintains a well-developed working knowledge of Bank policies and procedures and takes responsibility to keep up to date on any changes. Responsible for notifying management when additional training/development is needed.
- Adapts interpersonal style to highly diverse individuals and groups in a range of situations.
- Anticipates change and adapts plans and priorities accordingly.
- Communicates equally and effectively at all levels of the organization.
- Understands others' complex or underlying needs, motivations, emotions or concerns and communicates effectively despite the sensitivity of the situation.
- Uses a variety of software packages and utilizes a wide range of features or options for a given software package, to produce the desired result.
Minimum Qualifications
- 1 year of banking experience OR equivalent cash handling and forward-facing client service experience
- High school diploma/GED
- Must be able to apply for and receive notary license in order to assist with loan closings/client requests.
- Registration as Mortgage Loan Originator through the National Mortgage Licensing System (NMLS).
- Experience working in a Teller, Client Banking or Universal Banking position.
- Experience in uncovering client needs and effectively referring customers to business partners.
- Experience working in support areas, such as Deposit Operations, Loan Operations, or Remittance Processing.
Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work
Make a meaningful difference in our community through our service and financial support
Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and maintain open and forthright communication with our regulators
Benefits
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:
- Eligibility for health, dental, vision, life and disability insurance coverages
- Retirement Plan - 401k with matching
- ESOP- Employee Stock Ownership Plan
- Time away from work - vacation time, sick time and holidays
- Paid parental leave
- Tuition Assistance
- Professional development opportunities
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Financial Analyst Investment Banking Support
Posted 7 days ago
Job Viewed
Job Description
RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trusted portfolio of creative execution and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and 32,000 employees across 28 countries, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact.
We are seeking a detail-oriented and analytically driven Financial Analyst to support a bulge bracket, global investment banking client. Based in Phoenix, this role is focused on internal financial support, data analysis, and process improvement. You'll help interpret financial results, build models, benchmark industry performance, and prepare recurring and ad-hoc deliverables that empower investment bankers and global teams. This is an excellent opportunity to work within a high-performance environment that values accuracy, speed, and strategic insight.
Key responsibilities include:
- Analyze income statements, balance sheets, consolidated financials, and internal performance reports to support strategic decision-making
- Interpret financial results to identify trends, compare performance against industry peers and competitors, and extract insights that inform strategic positioning and benchmarking analyses
- Prepare recurring and ad-hoc deliverables, including Company Profiles, Benchmarking Analyses, Precedent Transactions, Earnings Summaries, and Sector Snapshots
- Develop, maintain, and audit financial models and reporting templates used for planning, forecasting, and performance tracking
- Design complex yet elegant Excel spreadsheets that streamline recurring reporting and enable flexible ad-hoc analysis
- Leverage internal databases and third-party tools to extract, validate, and interpret data with a high degree of accuracy and consistency
- Collaborate with internal stakeholdersincluding other global offices, the Research team, and bankersto refine methodologies and improve data workflows
- Identify opportunities for automation and process improvement across recurring reporting tasks and analytical frameworks
- Assist in the creation of management reports and internal briefing materials used to support banker workflows and client engagement
- Participate in ad-hoc financial analysis and internal projects as assigned
Qualifications:
Education:
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative discipline (strongly preferred)
Experience:
- 3+ years of relevant experience in financial analysis, corporate finance, or investment banking support
- Experience supporting or working with bulge bracket investment banks or capital markets teams strongly preferred
Skills:
- Strong analytical and problem-solving abilities with a high attention to detail
- Advanced Excel skills; able to design, audit, and optimize spreadsheets and templates (strongly preferred)
- Strong PowerPoint skills; able to create clear, visually polished slides with a sharp eye for formatting, consistency, and detail (strongly preferred)
- Familiarity with financial research tools and platforms (e.g., Capital IQ, FactSet, Eikon, Bloomberg) strongly preferred
- Effective communication skills, with the ability to distill complex data into clear insights
- Comfortable managing multiple priorities in a fast-paced environment
RRD's current salary range for this role is $63,300 to $97,400 / year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRD's benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.
Financial Analyst - Investment Banking Support
Posted 9 days ago
Job Viewed
Job Description
Company Description
RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trusted portfolio of creative execution and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and 32,000 employees across 28 countries, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact.
Job DescriptionWe are seeking a detail-oriented and analytically driven Financial Analyst to support a bulge bracket, global investment banking client. Based in Phoenix , this role is focused on internal financial support, data analysis, and process improvement. You'll help interpret financial results, build models, benchmark industry performance, and prepare recurring and ad-hoc deliverables that empower investment bankers and global teams. This is an excellent opportunity to work within a high-performance environment that values accuracy, speed, and strategic insight.
Key Responsibilities
- Analyze income statements, balance sheets, consolidated financials, and internal performance reports to support strategic decision-making
- Interpret financial results to identify trends, compare performance against industry peers and competitors, and extract insights that inform strategic positioning and benchmarking analyses
- Prepare recurring and ad-hoc deliverables, including Company Profiles, Benchmarking Analyses, Precedent Transactions, Earnings Summaries, and Sector Snapshots
- Develop, maintain, and audit financial models and reporting templates used for planning, forecasting, and performance tracking
- Design complex yet elegant Excel spreadsheets that streamline recurring reporting and enable flexible ad-hoc analysis
- Leverage internal databases and third-party tools to extract, validate, and interpret data with a high degree of accuracy and consistency
- Collaborate with internal stakeholders-including other global offices, the Research team, and bankers-to refine methodologies and improve data workflows
- Identify opportunities for automation and process improvement across recurring reporting tasks and analytical frameworks
- Assist in the creation of management reports and internal briefing materials used to support banker workflows and client engagement
- Participate in ad-hoc financial analysis and internal projects as assigned
Qualifications
Education
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative discipline (strongly preferred)
Experience
- 3+ years of relevant experience in financial analysis, corporate finance, or investment banking support
- Experience supporting or working with bulge bracket investment banks or capital markets teams strongly preferred
Skills
- Strong analytical and problem-solving abilities with a high attention to detail
- Advanced Excel skills; able to design, audit, and optimize spreadsheets and templates (strongly preferred)
- Strong PowerPoint skills; able to create clear, visually polished slides with a sharp eye for formatting, consistency, and detail (strongly preferred)
- Familiarity with financial research tools and platforms (e.g., Capital IQ, FactSet, Eikon, Bloomberg) strongly preferred
- Effective communication skills, with the ability to distill complex data into clear insights
- Comfortable managing multiple priorities in a fast-paced environment
Additional Information
RRD's current salary range for this role is $63,300 to $97,400 / year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRD's benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.
#LI-Onsite
RRD is an Equal Opportunity Employer, including disability/veterans
#J-18808-LjbffrFinancial Analyst - Investment Banking Support
Posted 10 days ago
Job Viewed
Job Description
Company Description
RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trusted portfolio of creative execution and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and 32,000 employees across 28 countries, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact.
Job DescriptionWe are seeking a detail-oriented and analytically driven Financial Analyst to support a bulge bracket, global investment banking client. Based in Phoenix , this role is focused on internal financial support, data analysis, and process improvement. You'll help interpret financial results, build models, benchmark industry performance, and prepare recurring and ad-hoc deliverables that empower investment bankers and global teams. This is an excellent opportunity to work within a high-performance environment that values accuracy, speed, and strategic insight.
Key Responsibilities
- Analyze income statements, balance sheets, consolidated financials, and internal performance reports to support strategic decision-making
- Interpret financial results to identify trends, compare performance against industry peers and competitors, and extract insights that inform strategic positioning and benchmarking analyses
- Prepare recurring and ad-hoc deliverables, including Company Profiles, Benchmarking Analyses, Precedent Transactions, Earnings Summaries, and Sector Snapshots
- Develop, maintain, and audit financial models and reporting templates used for planning, forecasting, and performance tracking
- Design complex yet elegant Excel spreadsheets that streamline recurring reporting and enable flexible ad-hoc analysis
- Leverage internal databases and third-party tools to extract, validate, and interpret data with a high degree of accuracy and consistency
- Collaborate with internal stakeholders-including other global offices, the Research team, and bankers-to refine methodologies and improve data workflows
- Identify opportunities for automation and process improvement across recurring reporting tasks and analytical frameworks
- Assist in the creation of management reports and internal briefing materials used to support banker workflows and client engagement
- Participate in ad-hoc financial analysis and internal projects as assigned
Qualifications
Education
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative discipline (strongly preferred)
Experience
- 3+ years of relevant experience in financial analysis, corporate finance, or investment banking support
- Experience supporting or working with bulge bracket investment banks or capital markets teams strongly preferred
Skills
- Strong analytical and problem-solving abilities with a high attention to detail
- Advanced Excel skills; able to design, audit, and optimize spreadsheets and templates (strongly preferred)
- Strong PowerPoint skills; able to create clear, visually polished slides with a sharp eye for formatting, consistency, and detail (strongly preferred)
- Familiarity with financial research tools and platforms (e.g., Capital IQ, FactSet, Eikon, Bloomberg) strongly preferred
- Effective communication skills, with the ability to distill complex data into clear insights
- Comfortable managing multiple priorities in a fast-paced environment
Additional Information
RRD's current salary range for this role is $63,300 to $97,400 / year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRD's benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.
#GOC
#LI-Onsite
RRD is an Equal Opportunity Employer, including disability/veterans
#J-18808-Ljbffr