Workplace Banking Specialist
Posted 2 days ago
Job Viewed
Job Description
Compensation: $60,000 - $90,000 based on experience and credentials. Location Type: Hybrid, a flexible work model blending in-office and remote working. Position Type: Full Time Maintains relationships with organizations, decision-makers, leaders and Banking Specialist, Workplace, Banking, Specialist, Financial, Business Partner, Business Services
Commercial Banking Manager
Posted 2 days ago
Job Viewed
Job Description
In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life.
Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X
Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects.
Responsibilities include:
+ Industry experience within business, commercial, or corporate banking segments.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management.
+ Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations
+ Manage all parts of projects, from client buy-in to planning, budgeting, and execution.
+ Source and coordinate work from other internal workforces.
+ Develop our next-generation Wholesale credit technology offerings.
+ Become a trusted advisor for C-suite clients looking to solve critical business problems.
+ Drive business development to originate new client opportunities.
+ Build your reputation as an industry thought leader.
+ Travel, as required, up to 80%.
Here's What You Need:
+ Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development
+ Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems
+ A Bachelor's degree
Bonus Points If You Have:
+ Extensive transformation strategy or operating model design experience in commercial banking.
+ Launched new product offerings in the banking industry.
+ Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business.
+ Advanced degree or financial industry certification.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management.
+ Demonstrated experience developing and managing relationships with senior client executives.
+ Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle.
+ Structured problem-solving and ability to simplify complex initiatives to improve execution.
+ Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS)
Professional Skills
+ Proven ability to operate within a collaborative environment.
+ Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian.
+ High energy level, focus, and ability to work well in demanding client environments.
+ Excellent communication (written and oral) and interpersonal skills.
+ Strong leadership, problem-solving, and decision-making abilities .
+ Unquestionable professional integrity, credibility, and character.
What's in it for you?
+ You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters.
+ At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design.
+ Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications.
+ You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies.
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. ( Location Annual Salary Range
California $94,400 to $93,800
Colorado 94,400 to 253,800
District of Columbia 100,500 to 270,300
Illinois 87,400 to 253,800
Minnesota 94,400 to 253,800
Maryland 94,400 to 253,800
New York/New Jersey 87,400 to 293,800
Washington 100,500 to 270,300
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here ( Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement ( .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at , send us an email ( or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
Commercial Banking Consultant
Posted 2 days ago
Job Viewed
Job Description
In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms and partnerships to help bring ideas to life.
Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X.
Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Banking Consultant will be focused on supporting the development of our offerings and the delivery of consulting projects.
Responsibilities may include:
+ Industry experience within business, commercial, or corporate banking segments.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management.
+ Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations
+ Manage project delivery and development of client deliverables/solutions
+ Source and coordinate work from other internal workforces.
+ Develop of our next generation Wholesale credit technology offerings.
+ Become a trusted advisor for C-suite clients looking to solve critical business problem.
+ Travel, as required, up to 80%.
Here's What You Need:
+ Minimum of 3+ years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development
+ Minimum of 2 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems
+ A Bachelor's degree
Bonus Points If You Have:
+ Extensive transformation strategy or operating model design experience in commercial banking.
+ Built next generation analytic capabilities (e.g., GenAI, data models) for commercial banking business.
+ Advanced degree or financial industry certification.
+ Demonstrated experience developing and managing relationships with senior client executives.
+ Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle.
+ ·Structured problem solving and ability to simplify complex initiatives to improve execution.
+ Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS)
Professional Skills
+ Proven ability to operate within a collaborative environment.
+ Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian.
+ High energy level, focus and ability to work well in demanding client environments.
+ Excellent communication (written and oral) and interpersonal skills.
+ Strong leadership, problem solving, and decision-making abilities.
+ Unquestionable professional integrity, credibility, and character.
What's in it for you?
· You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters.
· At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design.
· Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications.
· You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies.
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. ( Location Annual Salary Range
California $63,800 to $05,800
Colorado 63,800 to 177,800
District of Columbia 68,000 to 189,300
Illinois 59,100 to 177,800
Minnesota 63,800 to 177,800
Maryland 63,800 to 177,800
New York/New Jersey 59,100 to 205,800
Washington 68,000 to 189,300
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here ( Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement ( .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at , send us an email ( or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
Investment Banking Analyst
Posted 4 days ago
Job Viewed
Job Description
Responsibilities will encompass developing complex financial models (DCF, LBO, comparable company analysis, precedent transactions), conducting industry and market research to identify investment opportunities and trends, and preparing pitch books and client marketing materials. You will also be involved in due diligence processes, transaction execution support, and maintaining relationships with clients and other financial institutions. The ability to thrive in a fast-paced, demanding environment, manage multiple assignments concurrently, and collaborate effectively within a team is essential. Strong communication and presentation skills are a must, as you will interact with senior bankers and clients.
This position requires a minimum of 1-2 years of relevant experience in investment banking, corporate finance, or a related analytical field, preferably gained through internships. A Bachelor's degree with a strong GPA is mandatory. While this role is primarily office-based to foster close collaboration and intensive deal team work, the experience gained is unparalleled for career growth in finance. We are looking for individuals who are highly motivated, possess a strong work ethic, and demonstrate a genuine passion for financial markets and strategic corporate finance.
Investment Banking Associate
Posted 7 days ago
Job Viewed
Job Description
Banking Job Training Program
Posted today
Job Viewed
Job Description
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.
The program consists of training in technical and professional skills, followed by an internship with a top company. Your internship may be at Bank of America, New York Life Insurance Company, or JPMorgan Chase among other leading organizations in the Tampa Bay area.
Are you eligible?
You can apply to Year Up United if you are:
- A high school graduate or GED recipient
- Eligible to work in the U.S.
- Available Monday-Friday throughout the duration of the program
- Highly motivated to learn technical and professional skills
- Have not obtained a Bachelorʼs degree
- You may be required to answer additional screening questions when applying
What will you gain?
Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.
In-depth classes include:
- Application Development
- Banking & Customer Success
Get the skills and opportunity you need to launch your professional career.
75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.
Wealth Banking Specialist (SAFE)
Posted 3 days ago
Job Viewed
Job Description
Wells Fargo is seeking a Wealth Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. In this role, you will:
Manage and service a low to moderately complex affluent client relationship portfolio in lending, credit, and deposit products and services.
Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client.
Maintain a working knowledge of changing market conditions delivered by the business division across various digital platforms.
Proactively coordinate with the broader banking and internal teams to ensure clients are in the correct banking product based on their financial activity.
Collaborate and consult with peers, colleagues, and managers to resolve moderately complex issues and achieve goals, while building and maintaining a strong knowledge of internal policies and procedures.
Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures exercising independent judgment to guide medium risk deliverables.
Ensure client experience goals are met by assisting in the development of less tenured staff by providing guidance on products and banking processes.
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Required Qualifications:
2+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
Experience in Wealth Management, Retail or Private Banking.
Experience working with affluent client relationship portfolios, in lending, credit, cash and deposit products and services.
Ability to manage clients, business and referral relationships.
Experience reviewing and analyzing client financial goals and presenting recommendations.
Knowledge of how to interpret business formation documents.
Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC), wires and Technical Exceptions (TE).
Strong problem solving and conflict resolution skills.
Ability to provide strong customer service while balancing the needs of clients,shareholders, and team members.
Intermediate Microsoft Office (Teams, Outlook, Word, Excel, and PowerPoint) skills.
Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information (SVP, CRM, Client link, TMT, DIPR).
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
Excellent verbal, written, and interpersonal communication skills.
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment.
Collaborate effectively with relationship team members, client advisors and other colleagues.
Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management.
Ability to take initiative with work independently with minimal supervision: Self-motivated: ability to proactively execute strategies to deepen and broaden relationships.
Job Expectations:
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Pay Range: $68,000.00 - $125,000.00
Benefits: Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
We Value Equal Opportunity: Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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Wealth Banking Specialist (SAFE)
Posted 4 days ago
Job Viewed
Job Description
Wells Fargo is seeking a Wealth Banking Specialist (SAFE) in Wealth Investment Management in Banking, Lending and Trust. In this role, you will:
- Manage and service a low to moderately complex affluent client relationship portfolio in lending, credit, and deposit products and services
- Review and analyze client financial goals and changing needs, making recommendations to best fit the needs of the client
- Maintain a working knowledge of changing market conditions delivered by the business division across various digital platforms
- Proactively coordinate with the broader banking and internal teams to ensure clients are in the correct banking product based on their financial activity
- Collaborate and consult with peers, colleagues, and managers to resolve moderately complex issues and achieve goals, while building and maintaining a strong knowledge of internal policies and procedures
- Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures exercising independent judgment to guide medium risk deliverables
- Ensure client experience goals are met by assisting in the development of less tenured staff by providing guidance on products and banking processes
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Required Qualifications:
- 2+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Experience in Wealth Management, Retail or Private Banking
- Experience working with affluent client relationship portfolios, in lending, credit, cash and deposit products and services
- Ability to manage clients, business and referral relationships
- Experience reviewing and analyzing client financial goals and presenting recommendations
- Knowledge of how to interpret business formation documents
- Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC), wires and Technical Exceptions (TE)
- Strong problem solving and conflict resolution skills
- Ability to provide strong customer service while balancing the needs of clients,shareholders, and team members
- Intermediate Microsoft Office (Teams, Outlook, Word, Excel, and PowerPoint) skills
- Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information (SVP, CRM, Client link, TMT, DIPR)
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Excellent verbal, written, and interpersonal communication skills
- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
- Collaborate effectively with relationship team members, client advisors and other colleagues
- Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
- Ability to take initiative with work independently with minimal supervision: Self-motivated: ability to proactively execute strategies to deepen and broaden relationships
Job Expectations:
- This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.
- The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position.
- Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
- The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.
- A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
- Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
Pay Range: $68,000.00 - $125,000.00
Benefits: Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Portfolio Management, Commercial Banking
Posted 2 days ago
Job Viewed
Job Description
Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
+ Leads and executes business development plans to that business goals are achieved or exceeded.
+ Improves service levels, improve client satisfaction and loyalty scores by identifying and providing recommendations for process improvement.
+ Provides strategic input into business decisions as a trusted advisor.
+ Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
+ Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
+ Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
+ Partners with internal stakeholder to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
+ Provides direction on the creation of comprehensive credit structures to meet the transactional needs of clients.
+ Collaborates with internal stakeholders to generate ideas, identify client solutions and pursue marketing efforts.
+ Provides accurate financial analysis and risk assessment of new and existing customers.
+ Partners with internal stakeholders for accurate, detailed client information.
+ Develops credit information to make lending decisions on new, renewal and extension loans.
+ Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
+ Prepares summary, present facts and offer opinions concerning credit worthiness.
+ Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
+ Provides input into the planning and implementation of operational programs.
+ Builds effective relationships with internal/external stakeholders.
+ Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
+ Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
+ Implements changes in response to shifting trends.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Seasoned professional with a combination of education, experience and industry knowledge.
+ Verbal & written communication skills - In-depth / Expert.
+ Analytical and problem solving skills - In-depth / Expert.
+ Influence skills - In-depth / Expert.
+ Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
+ Able to manage ambiguity.
+ Data driven decision making - In-depth / Expert.
**Salary:**
$122,400.00 - $228,000.00
**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: 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 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 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.
Senior Commercial Banking Manager
Posted 11 days ago
Job Viewed
Job Description
**Location:** On site in Jacksonville, FL; Orlando, FL; Tampa Bay, FL
**Position Summary:**
We are seeking an experienced, strategic, and growth-oriented Senior Commercial Banking Manager to lead our commercial banking efforts across the Jacksonville, Orlando, and Tampa Bay markets. This senior leadership role is responsible for developing and executing market-level strategies, leading of team leaders and relationship managers, driving business development, deepening client relationships, ensuring sound credit performance, and effectively managing risk.
This position focuses on serving middle-market and large corporate clients with annual revenues $50 - $00 million, offering customized financial solutions that support their long-term success. The Senior Commercial Banking Manager is also responsible for attracting, recruiting, and retaining top talent, building a team of relationship managers capable of delivering growth and exceptional client experiences.
**Key Responsibilities:**
**Strategic Leadership:**
+ Develop and execute the overall commercial banking strategy across the Jacksonville, Orlando, and Tampa Bay markets.
+ Lead market planning aligned with bank-wide goals and local opportunities, focusing on expanding the client base within the 50-500MM revenue segment.
+ Monitor market conditions, competitor activity, and emerging trends to refine business approaches.
**Talent Acquisition and Team Development:**
+ Recruit, attract, and retain top-tier commercial banking professionals, building a high-performing, growth-focused team.
+ Provide strong leadership and coaching to drive performance, professional development, and employee engagement.
+ Promote a culture of accountability, client-first thinking, and teamwork.
**Business Development and Growth:**
+ Drive new client acquisition and relationship expansion across key industries and commercial sectors.
+ Lead team efforts to provide comprehensive banking solutions to companies with annual revenues exceeding 50 million.
+ Ensure outstanding client service and cultivate long-term, value-added relationships.
**Partnership and Collaboration:**
+ Partner closely with Private Client and Wealth Bankers to deliver integrated solutions that meet the full spectrum of client needs.
+ Work collaboratively with Specialty Bankers (e.g., CRE, Healthcare, Professional Services) to identify and serve niche opportunities within the market.
+ Act as a connector across lines of business, ensuring clients benefit from the full breadth of the bank's capabilities.
**Credit Quality and Risk Management:**
+ Influence and collaborate with portfolio managers and credit officers to structure and manage credit facilities in line with the bank's risk appetite.
+ Drive strong portfolio management discipline to ensure top-tier credit quality and performance.
+ Lead efforts in proactive risk identification, compliance, and credit monitoring.
**Qualifications:**
+ Bachelor's degree in Business, Finance, Economics, or related field; MBA or advanced degree preferred.
+ Minimum of 10 years of commercial banking experience, with a strong track record in team leadership, market strategy, and business development.
+ Demonstrated success managing client relationships with companies generating over 50 million in annual revenue.
+ Experience in talent acquisition and team development, with the ability to build and lead high-performing teams.
+ Strong knowledge of credit structures, underwriting, and risk management principles.
+ Proven ability to collaborate across multiple business units including wealth, private banking, and specialized industry teams.
+ Deep market knowledge and established network within Florida's commercial sectors, especially Jacksonville, Orlando, and Tampa Bay.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ( .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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