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US TX Dallas |
Immediate Opening for CPA with 7 yrs of banking! |
Creative Financial Staffing | 7/26 | |
| Details: Looking for a team lead for a 12+ month banking project!!! Must be a CPA!Role & Responsibilities The Team Leader is responsible for the daily Settlement operations, under the direction of the Project Manager, to ensure compliance with the contract and timely completion of functional area deliverables. The Team Leader will supply technical expertise and coordinate the daily work assigned to the contractor staff required to assist the Settlement Agent(s) on all aspects of a bank failure. Duties will include the analysis of invoices and transactions, generation of Settlement Account Transaction Forms (SATFs) and all areas leading to completion of final settlement with the Assuming Institution. The Contractor will not have delegated authority to act on FDIC’s behalf for financial determinations or approval of expenditures. The Team Leader is responsible to ensure quality assurance, accuracy, and timeliness of workload assigned and all deliverables. The Team Leader must have the ability and willingness to perform all duties of the contractor staff when required. | ||||
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US TX Arlington |
Telephone Banking Unit Manager - Billingual Spanish Required - A |
Chase | 7/23 | |
| Details: Position Summary  The Unit Manager's role is to support Retail Telephone Banking Center (TBC) First Call Resolution initiatives with an objective to improve the customer experience, grow the customer relationship and meet Retail and TBC business/financial objectives.  The primary focus of this position is to manage a team of 15 - 20 front-line bankers by Coaching, knowledge building, and supporting critical support activities that will serve to ingrain the First Call Resolution culture into TBC's Bankers' DNA. In addition, it is expected that the Unit Manager will collaborate with Site/TBC Leadership to ensure consistent communication of First Call Resolution (people, process & technology) initiatives within their respective teams via team/Banker meetings and other established communication mediums.  The expectation is that the Unit Manager will spend 70% - 80% of their day engaged with the front-line Bankers (1) Coaching, (2) Building First Call Resolution driven behavioral skills, (3) extending the range of solutions that they are skilled to offer, (4) enhancing the Bankers'sdelivery and performance of the components related to First Call Resolution (Customer Satisfaction, Retail Banking Solutions and Repeat Calls) and (5) Developing their overall performance and customer service skills.  The measure of success for a Unit Manager will be 1) their coaching effectiveness as determined by their Banker's Performance and 2) achievement of specific First Call Resolution metrics, including CSAT, Solutions, Repeat Calls and AHT. The measure of success will be assessed weekly via the Retail Telephone Banking Unit Manager ranking process.    Major Functions (Principal Duties and Responsibilities)   These responsibilities include but are not limited or exclusive to:  Ensure proper staffing coverage to meet service level requirements  Assist staff with escalated customer and Banker calls  Identify, research and resolve complex, escalated customer issues  Motivate and recognize strong Banker and team performance  Communicate established goals and performance standards  Conduct daily coaching/counseling sessions - minimum 3/Banker/month  Perform required performance monitoring and call listening  Provide ongoing knowledge/training and support to Bankers to ensure optimum levels of customer satisfaction  Handle general administrative duties (i.e. employee file maintenance, management reporting, review and audit time sheets attendance records , communicate policy & procedure updates)  Participate in building relationships between Telephone Banking and other areas to establish effective and efficient communications, work flows and to develop strong working partnerships that results in exceptional service to customers and Bankers  Perform the duties at an expert level including the research and resolution of customer inquiries and disputes.  Exercises authority within limits using excellent judgment to ensure that customer needs are met and that bank policy and profitability are not compromised.  Provide individual sales coaching to develop and expand the skills needed to cross-sell and up-sell of all bank products and services.  Monitor employee performance to ensure adherence to quality of service while maximizing the process of completing transactions.  Effectively administer personnel policies and procedures.  Exhibit a working knowledge of Retail TBC Problem Resolution processes.  Ensure compliance with lending policies and regulations.  Exercise limited policy exception authority.  Provide management with support in establishing process improvements to benefit the customer, employee and the bank   Must be flexible to work until 11:00pm and one day on the weekend. | ||||
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US TX Plano |
Banking Center Manager - Chapel Hill |
Comerica Bank | 7/22 | |
| Details: Banking Center Manager We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one.  The Banking Center Manager is responsible for the overall leadership, management and success of a Retail Banking Center. This is accomplished by 1) meeting or exceeding sales goals, 2) providing effective leadership, 3) achieving prescribed customer service levels, 4) possessing a thorough knowledge of the Bank's products and services, policies, procedures and operating systems, 5) developing and expanding customer relationships and 6) executing operational management objectives.  Position Competencies Successful incumbents possess integrity, are trustworthy, show managerial courage, have business acumen, provide development to direct reports, can build an effective team, focus on the customer, possess organizational agility, have a drive for results, have process management skills and promote problem resolution.  Comerica Bank uses IBM Lotus Notes for database, calendaring and e-mail functions.  Reporting Information/Location This Banking Center Manager (BCM II) position is located at 2560 Dallas Parkway, Plano, Texas 75093 and reports to the District Manager or the Regional Manager. This banking center type is small/medium which refers to growth potential, sales volume, deposit, loan size, staff size and degree of operational complexity.  Position Responsibilities 1.      Sales Leadership a.      Lead and direct sales, service and business development activities to achieve targeted results in the categories of deposits and customer relationship growth, customer retention, revenue, market share and customer/employee commitment and satisfaction. b.     Make proactive calls to high-value customers and non-customers in order to identify potential opportunities for retention and growth of customer relationships. c.      Develop and maintain relationships with assigned internal business partners such as Mortgage, Small Business Banking, Wealth and Institutional Management, Business Banking and Securities; in order to develop lasting customer relationships and refer clients and prospects to each other. d.     Actively coach and model behaviors concerning sales and services. Use all sales tools, including profiling customers' needs through the use of various technologies and sales coaching tools to ensure a consistent and valued customer experience. 2.      Talent Leadership a.      Lead, coach and manage a banking center team. Ensure the development and performance of employees in the areas of remarkable customer experience, service excellence, relationship management, in-depth consumer and business product/service knowledge and execution. b.     Manage and be held accountable for individual and team sales production goals and quality service levels. c.      Develop and manage a high-performing team. Directly manage the Human Resources processes for employees including selection, training, performance management, disciplinary actions, individual career development and retention. 3.      Operations a.      Accountable for the compliance with applicable federal, state, and local laws and regulations; and Comerica policies and procedures. Recommend corrections when necessary. Ensure compliance and completion of necessary compliance related training. 4.      Community a.      Demonstrate Comerica's commitment to the communities in which we serve by being actively involved in the local community organizations. Total Rewards We know that our employees are critical to our overall success. We are dedicated to investing in their future to maintain long-term relationships for lasting commitments. One of the ways we do this is to offer a comprehensive package of compensation and benefits programs which are regularly reviewed to maintain them at competitive levels. Your salary will be commensurate with your work experience.  Travel Travel is not required of this position. | ||||
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US TX Plano |
Small Business Banking Lender III |
Capital One | 7/19 | |
| Details: Summary: Underwrites and approves loan requests with an MPE of up to $5 million. Maintains a minimum of $250,000 in commercial loan authority for secured and unsecured loans. May lead a team of Small Business Lenders I and II by providing feedback regarding the quality and completeness of credit approval memos and ensuring the team provides outstanding customer service to business bankers, branch sales force, and LAD. Responsibilities: Underwrites and approves, conditions, or declines new loan requests and renewals up to the limit of his/her commercial loan authority in accordance with Capital One Bank loan policy and portfolio performance objectives OR underwrites and then recommends approval on loan requests that are in excess of his/her commercial loan authority. These requests are submitted to either a BBC Underwriting Manager or Credit Officer for final approval. May Provide Small Business Lenders I and II with feedback regarding the quality and completeness of credit approval memos, loan structure, policy knowledge, and credit scoring. May be a Point person for his/her assigned group of Small Business lenders. Responsible for all issues related to loan production and for ensuring that his/her assigned group of Small Business Lenders provides outstanding customer service. Can act as back up for BBC Product Delivery Managers (underwriting managers). Takes part in underwriting training for the BBC. | ||||
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US TX Dallas |
Multiple Mortage/Banking Industry openings! |
Staffmark | 7/19 | |
| Details: Multiple FULL TIME and PART TIME openings in the Banking/Mortgage Industry!! CALL NOW TO SET UP APPOINTMENT!!214-880-0231- Banking- Accounting - Accounts Payable- Accounts Receivable- Mortgage- Loan- Administrative Assistant- Legal - File Clerk- Data Entry- Lockbox- Call Center- Customer Service***Pay Range for each job varies dependent on skill level and experience.*** | ||||
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US TX Arlington |
Business Analyst – Banking / Financial Services |
Collabera Inc. | 7/15 | |
| Details: Job Description:  BUSINESS SYSTEMS ANALYST - BANKING / FINANCIAL SERVICES One of our Fortune 100 financial clients is looking for a Business Systems Analyst to work out of their Arlington, TX location. **MULTIPLE POSITIONS - These positions are spread across various new long term project initiatives. Position involves working with the business users to gather requirements, documenting requirements as well as working with diverse technical teams. IDEAL Candidate will have strong Business Analysis experience ideally within Banking / financial services Industry.  Mortgage Industry experience a big plus (not required)Required Skills: Business Analysis, Visio, Quality Center, Banking / financial services experience, Mortgage Industry experience a big plus (not required) | ||||
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US TX DALLAS |
Regional Banking Associate - Wells Fargo Advisors |
Wells Fargo | 7/12 | |
| Details: Note: Applicants must currently reside in the regional territory to be considered for the opportunity.Wells Fargo Advisors headquartered in St. Louis, MO offers a nationwide network of full-service retail brokerage offices, e-commerce and discount brokerage services, and fully-disclosed clearing services. The WFA Banking Services Group leads the firm's efforts to equip its Financial Advisors (FAs) to leverage more extensively the capabilities of Wells Fargo Bank. Partners directly with FAs to drive increased cross-sell of consumer lending, deposits and other bank products. Reports to a Regional Team Lead, with a dotted-line reporting relationship with Wells Fargo Advisors (WFA) local management.Essential Duties and Responsibilities: Assists FAs in profiling clients within their existing book of business for potential cross-sell opportunities. Responds to identified client needs, analyzes the situation and identifies potential solutions from the lending affiliate's product offerings. Collaborates with partners across the firm including RBC Team Leads, Branch Managers, Productivity Consultants and Internal Sales desk, along with the lending affiliate partners, to increase the number of participating advisors while growing the velocity of activity for active FAs. Works with FAs in their markets to implement consumer lending, deposit and other bank products sales strategies for maintaining and further penetrating existing client relationships and to develop a liability management process in their asset management practice to ensure the needs of our clients are met and that client satisfaction levels are met or exceeded. Measured by the ability to achieve daily activities and referral goals using a consultative sales approach. Through knowledge of our platform structure, responsible to direct deals to the appropriate dedicated platform. Uses a business plan to leverage WFA and other bank tools and systems to manage and work leads, contacts and daily sales activities towards daily, quarterly and annual goals. Acts as a resource to FAs, Sales Assistants and Branch Managers in regards to consumer lending, deposits and other bank products. | ||||
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US TX ALLEN |
Applications Trainer (Report Writing /Cognos/Banking) |
Jack Henry & Associates | 7/11 | |
| Details: Cognos Applications Trainer needed to perform On-Site, In-house and Webex instruction, curriculum creation, and administrative duties related to class arrangements. Presentation at regional and national user group conferences may also be requested. SUMMARY Under moderate supervision, responsible for designing and delivering software application and service training to customers and employees. Provides training courses to customers and employees who are undergoing a product installation/conversion, as well as, those who request continuing education. Training courses and workshops are conducted either at a customer's location, via internet based or other eLearning means, or at a JHA location. ESSENTIAL FUNCTIONS Delivers software and service training courses or workshops. May create, design, and customize training materials and procedures for each customer situation. Arranges and prepares selected training materials (binders, handouts, class files, presentation materials, visuals, software CDs, exercises, etc.) for use during live and web-based training sessions. Creates reusable eLearning or internet based training sessions. May arrange the training environment (scheduling of rooms and computers for use, location and length of training, , attendee list, etc). Tests and maintains software for training purposes. Provides customer follow-up on any questions asked during training that required post-training research. Ensures all questions are answered timely and thoroughly. Makes changes to training materials based on customer feedback and needs assessment. Assesses the quality of training formats and/or procedures. Seeks increased knowledge of features and functions of products and services. Increases knowledge of current training techniques and practices. Keeps current on product changes and upgrades. May troubleshoot and debug issues prior to, during, and after installations. Prioritizes tasks and documents problems. Keeps informed of most recent industry trends. May participate in user conferences. May support or train less experienced peers. | ||||
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US TX Downtown Dallas |
Executive Assistant to a VP in Investment Banking |
Dallas Employment Services | $0 - $55,000/Year | 7/9 |
| Details: C-Level Executive Assistant to a VP in Investment Banking We are looking for someone with strong experience as a C-Level Executive Assistant.  You must have high energy and highly organized. Advanced in PowerPoint is a must. If you qualify for these qualifications apply now.Salary $55K | ||||
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US TX Plano |
Banking Loan Services Remittance Processor |
Vaco Technology | 7/9 | |
| Details: Job Description: Banking Loan Remittance Processor/Jr. Accountant Must be able to pass a criminal background check, a credit check, and a drug screen! JOB FUNCTION: As a member of Loan Services’ Remittance and Correspondence Team, will be responsible for processing high volume of loan payments and exceptions, payoffs, overpayments, refunds, identifying misdirected payments, issuing statements, payoff quotes, and opening large batches of mail. You will analyze and interpret basic accounting records, work with general ledgers, and complete daily reconciliation and balancing of transactions. Position may also involve performing other maintenance functions on accounts. This processor must be fast and accurate at 10-key, data entry, and researching payments on mainframe (non-Microsoft Windows) applications. Overtime will be necessary at times with little notice. QUALIFICATIONS: 1 – 2 years banking or loan back office experience required. Loan payment processing experience required. Experience working at a bank branch extremely helpful. Basic skills required include math, time management, and ability to organize and manage multiple tasks. Previous experience with a bank or loan operations payment system in a mainframe environment (non-Microsoft Windows) preferred. Previous experience with Extra, SHAW, or RMS would be helpful. Minimum of three years experience with Microsoft Excel and Microsoft Word. Must be able to create basic formulas in Excel. Accuracy and speed are strong requirements. High level of personal integrity with great attention to detail. PLANO, TX Schedule: 8-5, Monday-Friday Overtime may be required with short notice. | ||||
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US TX Dallas |
High-achieving banking, alternative asset & sales |
R Capital Advisors | 7/6 | |
| Details: Recruiting high-achieving investment banking, alternative asset and institutional salesCompany Overview: Join a growing global investment services firm specializing in strategic consulting and capital raising services for a diversified worldwide fund manager client base with plans to launch a Global Fund in 2011. Step into a position of responsibility in a fast-paced environment, working with talented colleagues and led by partners with track records of success in capital raising, investment banking, portfolio management and entrepreneurial endeavors. Firm’s objectives are twofold: to raise $3 billion of capital per year for our growing roster of 30 plus top-tier alternative asset and long-only fund managers, and to leverage firm’s relationships with client fund managers to launch a Global Fund, allowing institutional investors world-wide to participate in a unique, alternative asset-focused strategy. Firm’s proprietary, innovative process transforms the way the alternative asset industry raises and allocates capital. Firm is recruiting passionate, entrepreneurial team members to help achieve firm’s vision and seeks talented Vice President and Partner-level candidates with potential for promotion and increased responsibility. Candidates have the opportunity to vest into firm’s revenue-sharing pool, combined with substantial performance incentives. Firm seeks strategic long-term thinkers. Potential to earn substantial compensation through multiple income streams are expected over the next few years. Firm Background: Growing client base of 30 plus outstanding alternative asset and long-only fund managers representing $3 billion of signed capital-raising engagements; Founder has career track record of successful corporate turnarounds and capital formation, and was interim CEO of 11 operating companies; Management team has 500 combined years of industry experience and participated in $40 billion of value creating events prior to joining firm; and, Strategically positioned to grow and thrive during ongoing market consolidation. Career Benefits: One to four years invested at firm will catapult career forward – for the right candidate, direct exposure to firm’s senior leadership and the firm’s superior on-the-job training will position candidate for long-term career success; Exceptional long-term compensation package, including revenue sharing; Opportunity to develop relationships with alternative asset fund managers, major institutional investors and family offices; Opportunity to be involved in growth stage of a five year old firm which fosters a fertile atmosphere for learning and increasing responsibility; and, Firm operates in a fully virtual environment, using use innovative technologies and processes that both increase productivity and create a balanced lifestyle for employees. Freedom to live where you like – firm recruits top talent regardless of geography. | ||||
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US TX Dallas |
Senior Banking Consultant |
Fiserv | 7/6 | |
| Details: Fiserv, Inc. (NASDAQ: FISV) is the leading global provider of information management and electronic commerce systems for the financial services industry, driving innovation that transforms experiences for financial institutions and their customers. Ranked No. 1 on the FinTech 100 survey of top technology partners to the financial services industry, Fiserv celebrated its 25th year in 2009. For more information, visit www.fiserv.com. A Fortune 500 company, Fiserv, Inc. (NASDAQ: FISV), is a leader in information management and electronic commerce systems for financial services. For four of the last five years, the company ranked No. 1 on the FinTech 100 Survey, the world’s only ranking of technology companies serving the financial industry. Fiserv is the partner of choice in core processing solutions for U.S. banks, credit unions, and thrifts, and drives innovation in transaction processing and outsourcing, investment management solutions, and electronic billing and payment. Headquartered in Brookfield, Wisconsin, Fiserv reported $4.08 billion in 2009 revenue. To learn more, visit fiserv.com.  We are currently interviewing for a Senior Banking Consultant for our Revenue Enhancement division.This position offers diverse challenges and opportunities: personal and professional development, mentoring opportunities, the opportunity to learn new skills, working with a team of other motivated and ambitious people, and the chance to do something important. The Revenue Enhancement Group relies upon the Sr. Consultant to perform the financial analysis required to develop revenue opportunities for some of the largest retail banks in the world. This position affords you the opportunity to analyze a bank’s income sources and identify areas of potential revenue improvement.   Successful Sr. Consultants demonstrate strong analytical skills, synthesizing complex business models, as well as the ability to communicate effectively with client bank’s senior management. Ideal candidates also demonstrate a strong aptitude in writing, editing, and interpersonal skills. Strong proficiency in Microsoft products, with an emphasis on Access, is optimal. New hires are assigned to a project team and may travel up to 75% of the time. Project teams may consist of former bankers, regulators, engineers or scientists. Working directly with the project team, you learn the reasoning behind Fiserv’s recommendations and perform the necessary analysis surrounding these recommendations. Duties include data interpretation using MS Access, working for large banks domestically.  Required Strong Microsoft Excel, Word, Project, Access, and PowerPoint required. Deep analytical skills Strong teamwork skills are a necessity, as working relationships will generally be a part of an overall team that includes interaction with senior management. Excellent writing, editing, communications, presentation, and interpersonal skills required. Bachelor’s degree with 5+ years experience in banking or 3 years experience in financial services consulting. Bachelor's degree required, advanced degree desirable.  Fiserv, Inc. is an Equal Employment Opportunity/Affirmative Action Employer and maintains a Drug-Free Workplace. | ||||
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US TX Dallas |
Senior Private Banking Relationship Manager |
Northern Trust Company | 6/30 | |
| Details: We are looking for a senior level banker, lender and credit expert who will source, manage and build overall banking and lending relationships for families, individuals and companies owned by these constituencies. The right candidate will structure and implement complex loans and manage complex credit relationships. | ||||
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