Location: Laurel, MD
Company: Disability Solutions
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Identify, solicit, develop, manage, service, retain and grow long-term commercial relationships for clients with $5MM to $75MM in annual sales.
Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create
the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM).
Levels (I - III) should be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per leadership discretion. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory team to consistently deliver
a differentiated client experience in all client, prospect and center of influence (COI) interactions.
Manage, service and grow an assigned book of commercial banking clients. Execute on prospecting activities to grow new commercial banking households. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. Focus on driving continual improvement in portfolio revenue growth and new production revenue. Proactively contact clients to fully develop commercial banking relationships by executing on Integrated Relationship Management (IRM) principles.
Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree, or equivalent education and related training Three to eight (3-8) years of experience Clear understanding of credit and finance Excellent verbal and written communication skills Excellent negotiation skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, interactionual orientation, gender identity, disability, veteran status or other classification protected by law.
Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify PDN-9ad7c0c5-f0fc-4d3b-bbc7-546495eddd83
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Dealer Banker is responsible for the overall performance for Dealer Commercial business in their assigned markets.
Responsible for balance sheet, P&L and risk management for the Dealer Commercial Vertical portfolio in their assigned markets. Works closely with CCB Region Presidents and other region personnel to drive
performance, partnership, client connectivity and communication. The Dealer Banker should process capital markets/corporate finance skills given the increasing size and complexity of dealer clients in a consolidating sector.
The Dealer Banker should also be able to identify M&A and other complex capital markets opportunities and leverage the Truist Securities (Investment Banking) and other internal partners for solutions. The Dealer Bankers and Dedicated Dealer Product Partners will be focused on providing our Dealer clients with an advisory approach, high service level scores and best in class financial performance measured by balance sheet quality, profitability and growth, Risk Management
and superior return metrics. The Dealer Banker will be charged with delivering all banking functions to our dealer clients in their assigned markets.
This will include Indirect Retail, Retail Banking, Wealth Management, Deposit/Treasury/Merchant/Card, Insurance, Corporate Finance, Capital Markets and other Integrated Relationship Management (IRM) partners. Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below.
Specific activities may change from time to time. Leverage the Truist Sales Process, Financial Insights, Truist Securities Team and Corp Finance team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist Dealer credit risk appetite.
Dealer Bankers develop new business client relationships and improve market share (all products and services) with our dealer clients and prospects Manage the Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in client planning, sales meetings, call planning, joint calling with Dealer Bankers and development and delivery of custom solutions, including specific efforts to serve the Wealth Management needs of dealer principals, retail banking needs of their employees via Truist@Work, Momentum on Up and the Leadership Institute.
Dealer Bankers are responsible for the profitability/return metrics, quality, liquidity, and growth of the business segments portfolio for their assigned markets by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships.
Ensure adequate data integrity and risk management. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or equivalent education and related training Ten (10) or more years of experience in commercial banking, preferably in Dealer Commercial Banking Strong interpersonal communications; can identify, prospect, acquire and manage large, complex Automotive and related client relationships Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services Ability to grasp complex credits clearly; is insightful in all aspects of finance Excellent verbal and written communication skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, interactionual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify PDN-9ae1cfc2-06cb-4cf3-8b42-d35378f5f2a5
automated services and other services to meet these member needs as outlined in established Credit Union goals. Also, assist Branch Management by making recommendations on refunding fees and charges to members. Perform a variety of savings related services and loan related duties.
Also perform diversified Teller duties involving receipt and payment of cash, identification of Member needs and recommendation of appropriate Credit Union products and services. Provide high quality member service in a courteous manner to all contacts. Cash negotiable instruments, sell travelers checks and money orders, and process utility bills. Verify all cash amounts received, enter transactions into on-line
computer, summarize and close out all transactions at the close of the day. Perform additional Teller III duties such as but not limited to, training transferred employees, providing limited member service duties, handling currency vault, and all ATM maintenance and settlement (no deposit verification required in some branches), and processing branch settlement.
Responsibilities: -Also perform diversified Teller duties involving receipt and payment of cash. -Identification of Member needs and recommendation of appropriate Credit Union products and services. -Provide high quality member service in a courteous manner to all contacts. -Cash negotiable instruments, sell travelers checks and
money orders, and process utility bills. -Verify all cash amounts received, enter transactions into on-line computer, summarize and close out all transactions at the close of the day.
-Perform additional Teller III duties such as but not limited to, training transferred employees, providing limited member service duties, handling currency vault, and all ATM maintenance and settlement (no deposit verification required in some branches), and processing branch settlement. Additional : May assist management with administrative and operational duties, on an as needed basis: time sheets, difficult member inquiries and coordination of workflow. Perform other related duties as required or directed.
Desired Background/Skills: -High School Diploma or equivalent. experience can be credited in lieu of education. -One (1) year sales experience required. -One (1) to two (2) years financial services experience, specifically with deposit and lending products. -Previous knowledge of financial institution products and services -Strong written and verbal communication skills. -Strong time management, follow up and problem solving skills. -Previous experience in customer service and working in a fast paced office environment. -Ability to work independently and as part of a team.
-Must be numbers, detail oriented and have ability to multi-task. -Able to work independently but also on a team. -Professionalism with the ability to prioritize and re-prioritize. -Proficient in Microsoft Office Programs. -Previous experience interviewing loan applicants preferred -Previous experience working at a credit union preferred -Ability to read a credit report preferred Other Information: Don't miss out on this excellent opportunity- apply with us today to get started! #CB #MD2301 #Zip Interested candidates please reference job code 222059 when responding to this ad.
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking a 40 hour Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at. In this role, you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing
appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed 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, US: 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed 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 (http: //fedregistry.
nationwidelicensingsystem. org) 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 backss 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 This position is not eligible for Visa sponsorship Posting Location: 400 Constant Friendship Blvd. Abingdon, MD 21009 Posting End Date: 22 Dec 2023 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, interactionual 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, interaction, interactionual 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. PDN-9add9ba-9d7c-c9ede31bdfb0
