Financial Services

Loan Officers

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans.

A Day In The Life

Financial Services Industry

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Salary Breakdown

Loan Officers






Entry Level





Mid Level





Expert Level





Current Available & Projected Jobs

Loan Officers


Current Available Jobs


Projected job openings through 2030

Sample Career Roadmap

Loan Officers

Job Titles

Entry Level


Junior Loan Processor/Assistant

Mid Level



Expert Level


Senior/Chief Lending Officer

Supporting Certifications

 Arizona Western College

Degree Recommendations

 Central Arizona College

 Coconino Community College

 University of Arizona

 University of Arizona

Top Expected Tasks

Loan Officers

Knowledge, Skills & Abilities

Loan Officers

Common knowledge, skills & abilities needed to get a foot in the door.


Customer and Personal Service


Economics and Accounting


English Language




Sales and Marketing


Active Listening




Judgment and Decision Making


Reading Comprehension


Critical Thinking


Oral Comprehension


Oral Expression


Written Comprehension


Near Vision


Written Expression

Job Opportunities

Loan Officers

  • Business Banking Officer
    Dickinson Financial Corporation    Scottsdale, AZ 85258
     Posted about 12 hours    

    **Summary** :

    Business Banking Officers play a critical role in our vision by connecting Academy Bank with the vibrant small businesses in our communities. A successful Business Banking Officer effectively generates, evaluates, and services small business clients with a suite of best-in-class business banking products, including commercial loans, credit products, deposit accounts, treasury management services, and merchant processing. Business Banking Officers display strong business acumen and work within the Bank’s business banking loan policy (one million dollars) and procedural framework.

    **Principal Accountabilities** :

    + Energetically generates new business relationships and expansion of existing business relationships, primarily through outside sales efforts. Develops prospects through professional referrals, bank referrals, and community involvement. Works with retail Banking Center Managers to fully develop small business client relationships.

    + Evaluates commercial loans following centralized underwriting criteria for new loans, renewals, modifications, changes in terms, credit reviews and reaffirmations for the Small Business Banking credit portfolios. Gathers and expertly reviews and analyzes credit related documentation, including business and personal financial statements, tax returns, and performance metrics. Prepares spreads on company financial statements and identifies variances and trends.

    + Actively manages small business banking relationships through proactive client contacts which include identifying opportunities to fully develop small business commercial relationships, preparing and maintaining account plans and sales maps for each assigned relationship, and actively participating in weekly sales meetings.

    + Regularly communicates with clients and prospective clients in a proactive and accurate way through all communication channels regarding rates, approved or denied credit requests, terms, and other general loan and/or bank product information.

    + Along with a Portfolio Manager, maintains quality client portfolio of approximately $20 to $30 million. Researches, manages, and corrects technical exceptions, including appropriate documentation in file.

    + Works with loan operations and other Bank departments to prepare necessary documentation and disbursements.

    + Maintains a high level of cooperation and rapport with all Associates in order to ensure accurate and efficient operations and service. Attends loan and other meetings, as required and appropriate to maintain open lines of communication.

    + Formulates and communicates new ideas and suggestions that will improve profitability and efficiency for the Bank's overall operation.

    + Ensures confidentiality of client information by practicing all security processes, training, and coaching with respect to confidentiality policies and ensuring that all physical security measures are in place and functioning properly, including locks, computer access, and key access.

    + Responsible for knowing and following all bank policies and procedures, including the Bank’s BSA/AML program and applicable state and federal laws. This includes completing compliance training and adhering to internal procedures and controls; reporting any known violations of compliance policy, laws, or regulations; and reporting any suspicious client and/or account activity. Promotes ethical environment by modeling integrity and requiring ethical behaviors from colleagues.

    + Spends majority of time in sales activities at client and prospective client locations.

    + Completes additional tasks as assigned.

    + Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business.

    + Understands, embodies, communicates, and instills corporate initiatives and vision, including the six Pillars of Success.

    + Maintains client information in complete confidence.

    + Completes other specified duties as assigned.

    + Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours.

    **Minimum Qualifications:**

    + Minimum of three years’ demonstrated sales experience or minimum of two years’ business development experience as a sales representative to small business

    + Strong business acumen and excellent organizational skills

    + Proven prospecting and sales results.

    + Demonstrates financial analytical skills with ability to solve complex problems by interpreting data and results.

    + Demonstrates excellent written, verbal and interpersonal skills to communicate with cross functional peers and credit managers.

    + Demonstrates ability to work independently.

    + Demonstrates proficiency of Excel and Word

    + Ability to develop and build productive relationships utilizing competitive analysis.

    + Bachelor’s degree or equivalent combination of education and work experience preferred.

    **Physical Requirements:**

    The work environment is typical of standard office and retail banking settings. The position is medium work, exerting up to 35 pounds of force occasionally. Worker sits approximately 50-60% of the time, including for client meetings and computer work, but worker will frequently stand or walk throughout different areas of the office, banking centers, and client locations as well as when commuting from one sales meeting to another. Standing and walking may be required for sustained periods of time for moving from one work site to another both inside and outside the office and banking centers. Frequent driving and, depending upon assigned region, flying for visits to clients and prospective clients. Reaching may be required involving extending arms in any direction. Office equipment, such as a computer and telephone will be used, requiring the use of hands and fingers to manipulate a keyboard or keypad. Visual ability to read a computer screen or written documents and to drive is necessary. Speaking ability to express or exchange ideas; impart oral information to customers, staff, or to the public; or convey detailed or important spoken instructions by means of the spoken word is required. Hearing is necessary to receive detailed information through oral communication.

    Equal Opportunity Employer/Disabled/Veterans

    Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability. If you need an accommodation for any part of the employment process, please e-mail

    Employment Type

    Full Time

  • Sr. Relationship Manager – Global Commercial Banking - For Profit Healthcare
    Bank of America    Scottsdale, AZ 85258
     Posted about 16 hours    

    Sr. Relationship Manager – Global Commercial Banking - For Profit Healthcare

    Salt Lake City, Utah;Scottsdale, Arizona

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    **Job Summary**

    The Sr. Relationship Manager will be part of our For Profit Healthcare Group in Salt Lake City. The FPHC Group focuses on the middle market healthcare industry including traditional banking, capital raising and advisory services. This group is a specialized team within the Global Commercial Bank which serves public and private healthcare companies, generally with annual revenues of $50 million to $2 billion.The For Profit Healthcare Group maintains a leadership position within the industry, manages numerous syndicated and capital markets-agented transactions, and maintains a close working relationship with Global Corporate & Investment Banking. The team brings its industry specialization and solutions to support the financial needs of healthcare services, life sciences and medical technologycompanies. * This position can be located in Salt Lake City, Utah or Scottsdale, Arizona.

    **Job Description:**

    This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.


    + Manages an extensive portfolio of For Profit Healthcare clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs

    + Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships

    + Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends

    + Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects

    + Leads and facilitates dialogue with a variety of complex For Profit Healthcare clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues

    + Coaches and mentors peers, while utilizing leadership skills

    + Adapts to changes in sales practices and broader market and industry conditions as needed


    + Client Management

    + Client Solutions Advisory

    + Prospecting

    + Relationship Building

    + Risk Management

    + Financial Analysis

    + Leadership Development

    + Project Management

    + Referral Identification

    + Sales Performance Management

    + Business Development

    + Client Experience Branding

    + Continuous Improvement

    + Data and Trend Analysis

    + Pipeline Management

    Required Skills

    + Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking.

    + Demonstrates ability to successfully manage an extensive portfolio of healthcare clients with revenues greater than $50 million.

    + Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.

    + Professional proven sales skills and experience, including planning, execution and follow up of client meetings.

    + Strong corporate finance, capital markets and accounting acumen.

    + Financial modeling experience and the completion of a formal credit training is required.

    + Outstanding oral and written communication skills.

    + Demonstrated leadership ability.

    + Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.

    + Undergraduate degree required: Majors in business, finance or economics preferred. MBA desirable.

    + Securities Industry Essentials (SIE), Series 7 &63(Must obtain SIE, series 7 & 63 license within 180 days of start date)

    **Desired Skills:**

    + Existing knowledge of the market preferred.

    + Active member/participation in local community organizations.

    + Highly desirable to have active networking contacts and Centers of Influence established in market.

    + Desire to work in Specialized Industries with an interest in For Profit Healthcare


    1st shift (United States of America)

    **Hours Per Week:**


    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE ( .

    To view the "EEO is the Law" Supplement, CLICK HERE (\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

    Employment Type

    Full Time

  • Relationship Manager
    Nuvei    Scottsdale, AZ 85258
     Posted 4 days    

    The world of payment processing is rapidly evolving, and businesses are looking for loyal and strategic partners, to help them grow.

    WE ARE NUVEI. Nuvei (Nasdaq: NVEI) (TSX: NVEI) is the Canadian fintech company accelerating the business of clients around the world. Nuvei’s modular, flexible and scalable technology allows leading companies to accept next-gen payments, offer all payout options and benefit from card issuing, banking, risk and fraud management services. Connecting businesses to their customers in more than 200 markets, with local acquiring in 45+ markets, 150 currencies and more than 600 alternative payment methods, Nuvei provides the technology and insights for customers and partners to succeed locally and globally with one integration.

    At Nuvei, we live our core values, and we thrive on solving complex problems. We’re dedicated to continually improving our product and providing relentless customer service. We are always looking for exceptional talent to join us on the journey!

    Your Mission

    We are looking for a Relationship Manager to join our fast-growing Relationship Management team. Reporting to our Account Director, you will be supporting the team on developing strong relationships with some of our most important customers.

    The Relationship Manager is responsible for managing a portfolio made up primarily of Airline businesses with the goal of maintaining and developing strong customer relationships. In this crucial role the Relationship Manager represents Nuvei to several of our most important customers in the Airline industry. The main aims are to act as a payment consultant on existing, new and evolving methods of payment, while also ensuring consistent and reliable revenue growth.

    Key responsibilities include, but are not limited to:

    - Be the main point of contact for the businesses you manage and build strong, long-lasting customer relationships

    - Use your understanding of your customers, our products and industry to proactively go to customers with recommendations that will help them grow

    - Use transactional data to provide insights to your customers on how they can improve performance across all areas of their business

    - Work closely with our Product teams to help influence our new product developments based on customer needs

    - Identify and close new opportunities to grow business within your portfolio of customers

    - Act as a central point of ocntact to a wide range of internal functions.

    - Travel to visit customers as required


    - Minimum 3+ years of experience within the Payments industry, either with a PSP/Acquirer or managing payments as a Merchant

    - Minimum 3+ years of experience in a relationship management/account management role preferably within enterprise software or other technology related industries.

    - Experience of working with or at Airlines is a strong plus but not required

    - Self motivated and able to work with little oversight

    - Be genuinely curious to learn – both about our industry and our customers.

    - Comfortable working with data and a skilled enough communicator to be able to use that data to make new product recommendations in a commercial setting.

    - A desire to progress and develop yourself personally and professionally.


    Nuvei offers a wide variety of benefits which include Medical, Dental, Vision, STD, LTD, Paid time off, 401(k) and many other great benefits.

    Nuvei perks also include:

    + Frequent training programs on new systems and platforms.

    + Free Virtual yoga, meditation and fitness classes, community involvement, and many social activities.

    + Group Private Medical Insurance

    + Up to 2.5 additional days of annual leave a quarter, if company hit quarterly targets

    + Employee recognition program and possibilities for advancement in various fields.

    + Modern, dynamic and great work environment.

    Nuvei is an equal-opportunity employer that celebrates collaboration and innovation and is committed to developing a diverse and inclusive workplace. The team at Nuvei is comprised of a wealth of talent, skill, and ambition. We believe that employees are happiest when they’re empowered to be their true, authentic selves. So, please come as you are. We can’t wait to meet you.

    Employment Type

    Full Time

  • Portfolio Manager (Global Merchant & Network Services Technology)
    American Express    Phoenix, AZ 85067
     Posted 5 days    


    **You Lead the Way. We’ve Got Your Back.**

    With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

    At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

    Join Team Amex and let's lead the way together.

    As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development. Find your place in technology on #TeamAmex.

    The Portfolio Manager role presents a dynamic opportunity for a motivated and accomplished financial professional to manage all aspects of the operating expense base for the Global Merchant and Network Services Technology (GMNST) organization. The responsibility will also include managing GMNS Technology investment portfolio with strategic focus on investment optimization. As a Portfolio Manager, you will establish strong partnerships with the GMNS, GMNST leadership team, Finance, and peers across Tech Strategy & Portfolio Management to ensure the financial success of GMNST through sound management of monthly operating expenses and a deep understanding of the GMNST resource base.

    This is a highly visible role, where you will be influencing change across a global organization, standing up a best-in-class operating model, and working with partners across all levels of Technology and Product. Our ideal candidate is highly organized with effective communication/storytelling skills and a bias towards action. You show up with passion, are not afraid to challenge the status quo or thrive in a fast-paced environment.

    **How will you make an impact in this role?**

    + Manage monthly financial processes and reporting in full collaboration with GMNST leaders, with an emphasis on projection accuracy and proactive identification of risks and opportunities.

    + Maintain accurate resource rosters inclusive of linkages to key initiative funding, investment cost model resource mapping components and forward-looking views incorporating strategic workforce plan elements.

    + Collaborate with platform leaders and Finance on the annual budget process and ensure alignment with delivery priorities and talent strategies.

    + Implement and manage large-scale vendor labor contracts ensuring contractual obligations are met and appropriate expenses are accrued.

    + Ensure consistent financial management processes are supportive of the technology investment strategy as well as regulatory and accounting standards.

    + Partner with the Portfolio Director to help define, plan, and build the technology investment portfolio for Enterprise Architecture.

    + Manage day-to-day Portfolio activities such as resourcing, financial modelling and data trending, risk identification.

    + Take ownership in managing and ensuring successful financial, delivery and operational outcomes across the portfolio - gathering status updates and escalating delivery risks when needed.

    + Drive delivery by creating and maintaining a comprehensive view of the organization’s tech investments.

    + Build and enhance financial models and business cases that support the complex operating environment while taking into consideration the needs of a wide group of partners and stakeholders including GMNST leadership, Finance, Portfolio, Talent Strategy, and product and engineering teams.

    + Adapt, Refine and Develop standards, processes and supporting tools for budgeting/monitoring operating expenses and managing resource rosters while considering relevant feedback loops to enable transparency of financial performance against established plans.

    + Create and deliver insightful communication for leadership that highlights performance against targets, comprehensive forecasts, and recommendations for addressing risks and opportunities.

    + Uncover and manage the financial impacts of platform capacity changes and coordinate with the platform and portfolio teams to align the financial impacts to delivery impacts.

    + Build strong partnerships with technology, product, finance, and business stakeholders to maintain and deliver against technology roadmaps.

    + Develop recommendations by connecting the dots between seemingly disparate conversations, workstreams, and data, and synthesizing feedback.

    + Enable Executive leadership decision making through development and presentation of metrics and insights covering areas of operations, delivery, finance and business.

    + Collaborate effectively and build key relationships with stakeholder teams to identify and manage milestones and overall plan.

    + Promote awareness and transparency by keeping stakeholders informed of key decisions and relevant timelines.

    + Support development of change management initiatives, implementation strategy, and enabling tools/processes.


    + Bachelor's Degree in, Accounting, Business Administration, Finance, Computer Science, Information Systems or another related field, MBA preferred.

    + Deep experience and proven thought leadership in a financial role and a strong foundation of knowledge in Accounting and Finance. Experience in Technology financial management is a plus.

    + Demonstrated success in translating complex strategies into meaningful financial models.

    + Adept at driving outcomes with relentless attention to detail.

    + Courage and conviction to continuously deliver results in a dynamic environment and navigate high levels of ambiguity comfortably.

    + Demonstrated ability to drive results and pursue efforts with a high level of energy.

    + Lead and influence others without authority at multiple levels across technology, product, and business functions.

    + Adept at building relationships with strong consultative and collaborative skills to partner with leaders across business and technology.

    + Superb verbal and written communication skills, from preparation through execution, with the ability to understand your audience and build presentations to structure messages that effectively inform and persuade.

    + Advanced MS Excel, Oracle/Smart View and Access skills and highly proficient across other MS Office applications is critical.

    + Working knowledge of technology investment planning, resource management and investment cost modeling is highly desirable.

    + 5 years Portfolio or Program Management experience and leading complex strategic or transformation initiatives in a large technology organization.

    + Ability to execute and maintain high performance under tight timelines.

    + Superb written and verbal communication; advanced or expert PowerPoint and visual presentation skills.

    + Working knowledge of software development processes and Agile methodologies; experience with modern approaches preferred.

    + Literacy in financial modeling/analysis; should be able to connect strategy to financial results.

    + Excellent at building relationships and inspiring others.

    + Ability to influence others and move toward a common vision or goal.


    Salary Range: $110,000.00 to $190,000.00 annually bonus benefits

    The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.

    We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

    + Competitive base salaries

    + Bonus incentives

    + 6% Company Match on retirement savings plan

    + Free financial coaching and financial well-being support

    + Comprehensive medical, dental, vision, life insurance, and disability benefits

    + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

    + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

    + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

    + Free and confidential counseling support through our Healthy Minds program

    + Career development and training opportunities

    For a full list of Team Amex benefits, visit our Colleague Benefits Site .

    American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

    We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

    US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

    If the links do not work, please copy and paste the following URLs in a new browser window: to access the three posters.

    Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.

    **Job:** Technologies

    **Primary Location:** US-Arizona-Phoenix

    **Schedule** Full-time

    **Req ID:** 24008824

    Employment Type

    Full Time

  • Global Capital Markets Relationship Manager III - Private Debt & CLO
    M&T Bank    Camp Verde, AZ 86322
     Posted 6 days    


    Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Participates in development and delivery of innovative products and/or services. Works with internal business partners as appropriate. Demonstrates a thorough and expert understanding of duties in the market and related controls.

    **Primary Responsibilities:**

    + Monitor relevant administrative and operational systems, databases and activity related to accounts of moderate to complex level of risk, to ensure accounts are setup and operating within established policies, procedures and guidelines.

    + Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts.

    + Ensure coordination of activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required. Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required.

    + Work with external parties, including attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner.

    + Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing.

    + Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone and prepare fee proposals to support new business opportunities. Evaluate fees for suitability and conformance with fee schedules. Partner with Fee Billing to monitor and timely collect aged receivables.

    + Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.

    + Provide coverage and support for other Relationship Managers within assigned Section/Unit as required by absence.

    + Represent GCM at transaction closings, attend and chair client meetings and presentations and prepare related relevant documentation to support the attraction, retention and expansion of client relationships.

    + Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis.

    + Participate on Divisional and Departmental projects as assigned at a strategic and tactical level and inclusive of product development, fee structures, service delivery and policy and procedures.

    + Direct and/or monitor less experienced Relationship Managers and Client Administrators in the timely execution of cash flows, fee billing, internal and external reporting and tickler processing.

    + Work with management to identify opportunities to enhance GCM’s control environment, existing and new products, internal coordination and collaboration and client service model and implement enhancements as requested to improve business results, client service and efficiency.

    + Advise and work with management on any actual or potential product changes, such as adverse court or regulatory rulings, competitive landscape changes and changes to market provisions in agreements, that may affect GCM’s ability to sustain its’ control environment, future profitability and growth to ensure pro-active responses to identified issues.

    + Supervise and mentor others in their managerial group.

    + Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.

    + Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.

    + Promote an environment that supports diversity and reflects the M&T Bank brand.

    + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

    + Complete other related duties as assigned.

    **Education and Experience Required:**

    Bachelor's degree and a minimum of 3 years’ client service experience in Global Capital Markets products or markets,

    OR in lieu of a degree,

    A combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ client service experience in Global Capital Markets products or markets

    High level of proficiency with personal computers as well as pertinent software

    High proficiency and experience reading, analyzing and interpreting legal documents

    Ability to calculate figures and amounts such as discounts, interest, commissions and percentages

    Familiarity with corporate structures, relevant laws and regulations

    Strong problem-solving skills

    Excellent verbal and written communication skills

    Strong analytical skills

    Strategic thinking skills

    **Education and Experience Preferred:**

    Minimum of 2 years’ supervisory and/or work leadership experience

    CCTS (Certified Corporate Trust Specialist) certification

    Working knowledge of pertinent specialized internal software applications

    Demonstrated sense of ownership in jobs or projects


    Camp Verde, Arizona, United States of America

    M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

    Employment Type

    Full Time

  • Coldwell Banker Branch Manager
    Anywhere Real Estate    Goodyear, AZ 85338
     Posted 7 days    

    **Coldwell Banker is seeking a Branch Manager.**

    **Our Job Description:**

    Branch managers build the foundation of the Coldwell Banker network, the nation’s No. 1 residential real estate brokerage for the past 21 years.

    As a branch manager, you will have the opportunity to lead and run Coldwell Banker’s local brokerage office. You are responsible for everything from recruiting and developing the real estate agents of the future to driving new revenue, backed by the latest technology.

    Branch managers are passionate about growth, personally and professionally. They successfully grow their careers by drawing on their own experience and expertise to attract new associates and develop existing associates, helping them succeed and generate new revenue.

    Branch managers are recognized for their leadership, both inside and outside the office. They establish a culture of growth among associates by living the Coldwell Banker Value Proposition – Production Power, Culture of Awesomeness, Wealth Building and Coaching to Confidence. They are the face of Coldwell Banker in the community, actively participating and leading local events, establishing a network of contacts to further grow the business.

    **Branch Manager Attributes:**

    **Inspiring motivator:** Attracts new associates and leads teams to success by demonstrating a high energy level, creating a thriving residential real estate office driven by a culture of awesomeness.

    **Strong communicator:** Artfully articulates Coldwell Banker’s and the local office’s value proposition to attract and retain new and current agents.

    **Successful manager:** Effectively runs branch’s operations: hires, develops and rewards top talent; establishes and monitor office expenses and budgets; manages profit and loss to achieve annual profitability targets.

    **Team player:** Sees the big picture, understanding, aligning with and carrying out the company’s strategy to drive growth. Partner with other managers and team to find way to increase market share, grow business metrics and expand brand recognition.

    **Growth driver:** Ensures that associates have the tools they need and are trained to use them. Endorses and encourages preferred services, such as mortgage, title and home warranty.

    **Ethical leader:** Demonstrates integrity to ensure strong reputation in the community; ensures that local transactions meet legal and compliance requirements.

    **Your Qualifications:**

    **Experienced in all aspects of residential real estate transactions** with 3-5 years of sales experience; knowledge of real estate laws, contracts and procedures; hold active local real estate or broker’s license.

    **Proven management success,** including recruiting, training and inspiring awesome teams.

    **Self-motivated and entrepreneurial,** aware of current technology and willing to seek out and embrace new and emerging technology to drive growth.

    **Contagious enthusiasm,** a passionate desire to grow your career while attracting and inspiring like-minded associates eager to do the same.

    **Influential communicator,** with strong interpersonal, written and verbal skills.

    **Technology proficiency** , including knowledge of Microsoft Office, internet and social media sites.


    Coldwell Banker® ( is one of the world’s leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc.

    Anywhere Real Estate Inc. ( (NYSE: HOUS) is on a mission to empower everyone’s next move. Home to some of the most recognized brands in real estate Better Homes and Gardens® Real Estate ( , Century 21® ( , Coldwell Banker® ( , Coldwell Banker Commercial® ( , Corcoran® ( , ERA® ( , and Sotheby's International Realty® (

    The Anywhere portfolio includes franchise and brokerage operations as well as national title, settlement, and relocation companies and nationally scaled mortgage origination and underwriting joint ventures. Supporting approximately 1.5 million home transactions in 2021, Anywhere is focused on simplifying, digitizing and integrating the real estate transaction for all consumers, no matter where they may be in their home buying and selling journey. With innovative products and technology, Anywhere fuels the productivity of its approximately 196,200 independent sales agents in the US and approximately 136,400 independent sales agents in 118 other countries and territories.

    **At Anywhere Real Estate, diversity fuels success – for our company, for our employees, and for our industry.** We strive to be a top destination for diverse talent, committed to creating a culture of belonging that empowers everyone’s next move. **We pursue talent** – strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value diversity** – respecting backgrounds, cultures, perspectives, and beliefs. We develop our diverse talent base – through increasing representation in executive key leadership roles with actions including mentorship programs and partnerships with real estate associations that promote diversity and inclusion. Read more about our company’s diversity, equity, and inclusion efforts in our annual Corporate Social Responsibility Report (\_Anywhere%20CSR%20Report%202022.pdf) .

    You’ll find our commitment to diversity reflected in our achievements:

    + Recognized as one of the World’s Most Ethical Companies since 2011.

    + Anywhere has also been designated a Great Place to Work since 2019.

    + Recognized by Fortune as one of America’s Most Innovative Companies.

    + Honored by Forbes as one of the World’s Best Employers for Diversity and Top Female Friendly Companies.

    With a diverse employee population, we know we will succeed together and move real estate to what’s next. We hope you’ll join us.

    Employment Type

    Full Time

  • Commercial Lending Relationship Manager – East Valley (AZ)
    Zions Bancorporation    Mesa, AZ 85213
     Posted 8 days    

    At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders, and each other the best possible tools, resources, and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

    NBAZ is looking for an experienced Commercial Lending Relationship Manager to join our East Valley Team. Top candidates will have extensive knowledge of the East Valley and surrounding communities with proven success attracting new business relationships while deepening our existing customer relationships.

    This position focuses on identifying appropriate lending opportunities, soliciting and developing all types of business activity, specializing in commercial loans, participating in the development and recommendation of overall commercial loan objectives, policies and practices.

    Essential Functions:

    + Support the development and maintenance of profitable commercial banking relationships.

    + Establish, develop and maintain an aggressive prospect calling program to determine the scope of potential relationship opportunities and alignment with NBAZ core values and strategic objectives.

    + Interpret and implement commercial loan policies and contribute effectively to a sound and profitable loan portfolio with maximum income and minimum losses

    + Minimize problem credit and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts.

    + Make loan presentations and decision recommendations to senior lenders and/or loan committees.

    + Participates in the completion of transactions with the sales team.

    + Other duties as assigned.


    A four-year college degree in business, accounting, or finance is strongly preferred with 2+ years of direct commercial lending in C&I, or other complex commercial lending. An equivalent combination of education and experience may meet qualifications. Knowledge of commercial loans, credit and/or related lending processes and procedures is required.

    + Local candidates are highly preferred. This role requires knowledge of local networks with expertise and pipelines in surrounding AZ communities.

    + Knowledge of commercial credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.

    + A demonstrated ability to develop and maintain major banking relationships is strongly preferred.

    + Applies highly advanced technologies, scientific principles, theories, and concepts in decision-making and problem-solving activities.

    + Requires an in-depth knowledge of related fields and the ability to apply that information to the current role.

    + Detail oriented, ability to work under pressure, manage multiple priorities, meet deadlines, and work independently.

    + Excellent verbal, written, and interpersonal skills with strong financial and credit analysis skills are essential to this role.

    + Creative problem solving, negotiation and presentation skills.


    + Medical, Dental and Vision Insurance - START DAY ONE!

    + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.

    + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.

    + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.

    + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.

    + Mental health benefits including coaching and therapy sessions.

    + Tuition Reimbursement for qualifying employees.

    + Employee Ambassador preferred banking products.

    Req ID: 064552

    Equal Opportunity Employer

    It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

    If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

    Click here to view applicable Federal, State and/or local employment law posters.

    Employment Type

    Full Time

  • Change Management Manager, Consumer Lending Shared Services
    Wells Fargo    CHANDLER, AZ 85286
     Posted 10 days    

    **About this role:**

    Wells Fargo is seeking a Business Accountability Senior Manager to lead and drive the design, development, deployment, and adoption of enhancements to the Consumer Lending Change Management infrastructure. This leader will work across the Consumer Lending organization under aggressive timelines to deliver a world class business change management infrastructure through development and deployment of an operational framework supporting high volume, mid to low complexity business change. Working across multiple stakeholders and business needs to find common yet scalable solutions will be critical for this Senior Manager.

    The Consumer Lending Shared Services (CLSS) team is responsible for delivering common services across the Consumer Lending organization. CLSS does that by developing and leading core framework and championing common infrastructure cross-business initiatives that enhance drive excellence in execution, strengthens risk management and increases our overall efficiency across the Consumer Lending group.

    The position will report to the Consumer Lending Change Management and New Business Initiatives manager in Consumer Lending Shared Services, Portfolio & Delivery Services team. Learn more about the career areas and business divisions at

    **In this role, you will:**

    + Manage and develop teams of specialists to oversee moderate to highly complex activities associated with the development and implementation of business-specific programs, processes, and controls which identify, assess, monitor, measure, and mitigate risk

    + Act as an advisor to senior leadership to develop and influence Change Management Target Operating Model components governing and supporting execution of high volume, mid to low complexity business change management. Core focus areas will include: operational specifications, resource needs, goals and measurement metrics, to establish holistic framework to deliver best in class change governance and execution

    + Focus on leveraging common framework and infrastructure consistently across Consumer Lending to mitigate risk, standardize documentation, enhance execution and develop common control strategies on behalf of the business

    + Lead the strategy and resolution of highly complex current and emerging risks which require understanding of business-specific knowledge related to financial crimes, operational risk, audit, legal, credit risk, market risk, IT, systems security, business process management, and applicable business acumen

    + Partner to deploy, onboard, and drive adoption of a new infrastructure leveraging a selected vendor solution

    + Drive continuous enhancements in the Consumer Lending Change Management environment by implementing new practices and controls that can reduce risk and be deployed at scale to strengthen change management effectiveness

    + Identify and recommend opportunities for process improvement, risk mitigation, and control strategies

    + Engage and influence business heads, regulators, control management, risk, legal, and audit partners to successfully ensure appropriate management of business risk

    + Develop and guide a culture of talent development to meet business objectives and strategy

    Job posting may come down early due to volume of applicants.

    **Required Qualifications:**

    + 6+ years of risk management, business controls, or compliance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    + 3+ years of management experience

    **Desired Qualifications:**

    + 5+ years of change management experience

    + Experience with Consumer Lending business lines and products, preferably within the financial services industry

    + Strategic planning experience in translating leadership vision into executable strategies and initiatives enterprise-wide

    + Experience assessing the adequacy of policies, procedures and processes (includes compliance and building and/or owning operational controls within a large complex organization)

    + Proven ability to work collaboratively and build relationships across a large number of stakeholders and communicate complex concepts in a clear manner, including discussions with senior management

    + Demonstrated ability to exercise independent judgment and creative problem-solving techniques to discern customer, technical, and process impacts

    + Experience leading work efforts and consulting with senior leaders and functional partners to identify opportunities to improve processes and drive for consistency while mitigating risks

    + Leadership experience and ability to effectively manage and engage teams, drive results, navigate conflict, provide feedback/direction, and manage and build relationships with leaders and team members

    + Demonstrated ability to enhance and implement new processes by proactively identifying roadblocks and developing recommendations for unforeseen issues

    + Prior experience working independently in large matrixed corporate environments leading initiatives that impact people, processes, and technology

    + Proven ability to facilitate high impact conversations, navigate conflict and negotiate for an outcome that balances the needs of the business

    + Strong risk management leadership skills

    + Experience with product, program or project management, including Waterfall and Agile project methodologies and its tools like Jira and Confluence

    + Experience executing in a fast paced, high demand, environment while balancing multiple priorities and meeting aggressive deadlines

    + Strong operational process knowledge

    + Experience presenting information in a manner that persuades, educates, and enhances understanding at all levels

    + Service Now application suite experience

    + Experience working in a highly regulated environment

    **Job Expectations:**

    + Willingness to work on-site at stated location on the job opening

    + This position offers a hybrid work schedule

    + Ability to travel up to 15%


    + 2800 S Price Rd, Chandler, AZ 85286

    + 550 S Tryon Charlotte, NC 28202

    + 1525 W W T Harris Blvd, Charlotte, NC 28262

    + 2200 Concord Pike, Wilmington, DE 19803

    + 800 S Jordan Creek Pkwy West Des Moines, IA 50266

    + 660 S 4th St Minneapolis, MN 55415

    + 250 E John Carpenter Fwy, Irving, TX 75062

    This position is not eligible for Visa sponsorship.

    **Posting End Date:**

    18 May 2024

    ***Job posting may come down early due to volume of applicants.**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: 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.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-356465-2

    **Updated:** Thu May 16 00:00:00 UTC 2024

    **Location:** CHANDLER,Arizona

    Employment Type

    Full Time

  • Theater Operations Branch Manager
    SOS International LLC    Fort Huachuca, AZ 85670
     Posted 10 days    


    **_**This position is contingent upon award of contract**_**

    SOS International LLC (SOSi) is seeking a **Theater Operations Branch Manager** at **Fort Huachuca, AZ** in support of a large, mission-critical IT services and support program with continuous (24x7) operations. The Theater Operations Branch Manager reports to the Theater Operations Division Manager and is responsible for all requirements associated with Theater Operations to include the Operations Bridge, SA Cell, and ARC Teams. Additionally, the Operations Branch Manager acts as the Operations Bridge Team Lead providing direct supervision of all Operations Bridge Managers.

    **Essential Job Duties**

    + Acts as first line of support for the Action Request Center, Operations Bridge Manager, and Situational Awareness Cell Team Leads.

    + Interacts with peers (Branch Managers) to establish and maintain lines of communications while providing direction and motivation to team leads under his/her supervision.

    + Perform as the Operations Subject Matter Expert providing technical direction to the Operations Bridge Team.

    + Provide 24/7 operational oversight and support for all managed services.

    + Support and plan for all exercises to include COOP, TTX, and rehearsals.

    + Prepare AAR documentation following exercises to capture all lessons learned.

    + Maintain awareness of all outages affecting managed assets, tracking customer impact, and resolution of events.

    + Make sound decisions about cyber operations, service delivery and incident response; facilitate resolution on critical events.

    + Ensure situational understanding is obtained to ensure proper prioritization of IT incidents, ensure that resources are assigned appropriately towards incident resolution, and operational impact is understood.

    + Monitor, approve, and manage Authorized Service Interruptions (ASI) for the CONUS Network.

    + Ensure accurate reporting to senior leaders and higher headquarters.

    + Ensure prompt incident response and conformance to organizational processes and service level targets (SLT).

    + Monitor a variety of cyber assets using multiple tool sets to ensure the Army's CONUS network is available.

    + Identify issues and anomalies within the network; exercise personnel call-out procedures to react to alerts and other network events requiring emergency response.

    + Review Commander's Critical Information Reports (CCIR) for technical accuracy prior to distribution to the CONUS Theater +J89.

    + Assess new services, technologies, software tools, and network devices that may improve abilities to proactively monitor performance, remediate concerns, and offer recommendations for improvement.

    + Support DCO requirements by providing support services for the protection, monitoring, analysis, detection, and response to unauthorized activity within the DoD Information Systems and Networks.

    + Develop and/or maintain SOPs, TTPs, and SmartBooks associated with current knowledge of relevant technologies as assigned.

    + Collaborate with external agencies, LE/CI, GTMs, Branch Chiefs, Division Chiefs and Leadership.

    + Supervisory duties include but are not limited to reporting and timekeeping; technical/administrative training; communications with the government; ensuring high quality service delivery or reports; scheduling to effectively utilize all team resources; support management decision-making; committing to quality management standards, QA/QC compliance, and metrics analysis. Approve team schedules ensuring mission coverage.

    + Provide sound guidance to contract staff in the absence of instructions; ensuring teams perform to established standards. This includes performance feedback for direct reports, as well as second-level approvals.

    + Nominate employees for recognition and awards; provide mentorship for leadership development.

    + Participate in leadership development and succession planning for program.

    **Minimum Requirements**

    + Active in scope Secret clearance

    + Bachelor’s degree in Information Technology, computer science, or relevant discipline AND eight (8) years’ experience (Master's Degree preferred)

    + Experience substitution in lieu of education: Associate degree + 10 years’ experience OR High School Diploma + 12 years’ experience.

    + ITIL foundation certification

    + Knowledgeable in the mission and operational requirements of the U.S. Army

    + Demonstrated understanding of U.S. Army IT operational and technical requirements and Risk Management Framework (RMF)

    + Must be willing to work overtime, after hours, holidays, and weekends, as necessary

    **Preferred Qualifications**

    + Master’s degree in Organizational Management, Telecommunications, Cybersecurity, National Security Strategy, Information Technology, Computer Science, or a related field

    + IAM Level II Certification (CAP, CASP+ CE, CCISO, CISM, CISSP (or Associate), or GSLC) or higher

    + ITIL 4 certification

    + PMP Certification

    + 3-5 years or more of supervisory experience

    **Work Environment**

    + Working conditions are normal for an office environment.

    + Fast paced, deadline-oriented environment.

    + May require periods of non-traditional working hours including consecutive nights or weekends (if applicable)

    SOSi is an equal employment opportunity employer and affirmative action employer. All interested individuals will receive consideration and will not be discriminated against on the basis of race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity, genetic information, or protected veteran status. SOSi takes affirmative action in support of its policy to advance diversity and inclusion of individuals who are minorities, women, protected veterans, and individuals with disabilities.

    Employment Type

    Full Time

  • Relationship Manager I - Business Banking
    PNC    Sun City, AZ 85372
     Posted 10 days    

    **Position Overview**

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in the Glendale, AZ market.

    PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to facilitate cash flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI) relationships to meet and exceed sales goals and business objectives. You will work with internal services partners to on-board and expand the business portfolio.

    **Job Description**

    + Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.

    + With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.

    + Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.

    + Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.

    + Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

    + As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

    + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.


    Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.


    Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy

    **Work Experience**

    Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.




    No Required Certification(s)


    No Required License(s)


    PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

    In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    To learn more about these and other programs, including benefits for full time and part-time employees, visit > New to PNC.

    _*For more information, please click on the following links:_

    Time Away from Work (

    _PNC Full-Time Benefits Summary_

    PNC Part-Time Benefits Summary (

    **Disability Accommodations Statement**

    If an accommodation is required to participate in the application process, please contact us via email at . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    **Equal Employment Opportunity (EEO)**

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    **California Residents**

    Refer to the California Consumer Privacy Act Privacy Notice (\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

    Employment Type

    Full Time

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