Business, Entrepreneurialism, and Management

Loan Officers

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

A Day In The Life

Business, Entrepreneurialism, and Management Field of Study

Are you interested in training?

Contact an Advisor for more information on this career!

Salary Breakdown

Loan Officers

Average

$62,730

ANNUAL

$30.16

HOURLY

Entry Level

$29,050

ANNUAL

$13.97

HOURLY

Mid Level

$52,530

ANNUAL

$25.26

HOURLY

Expert Level

$101,380

ANNUAL

$48.74

HOURLY


Current Available & Projected Jobs

Loan Officers

99

Current Available Jobs

12,300

Projected job openings through 2030


Sample Career Roadmap

Loan Officers

Job Titles

Entry Level

JOB TITLE

Junior Loan Processor/Assistant

Mid Level

JOB TITLE

Processor/Officer

Expert Level

JOB TITLE

Senior/Chief Lending Officer


Top Expected Tasks

Loan Officers


Knowledge, Skills & Abilities

Loan Officers

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

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Speaking

SKILL

Judgment and Decision Making

SKILL

Reading Comprehension

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Near Vision

ABILITY

Written Expression


Job Opportunities

Loan Officers

  • Corporate Banking Relationship Manager - Phoenix (AZ)
    Zions Bancorporation    Phoenix, AZ 85067
     Posted 1 day    

    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 40 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 Corporate Banking Relationship Manager to join our Metro Phoenix Team. Top candidates will be responsible for managing and growing a portfolio of corporate clients and provide tailored financial solutions to meet their needs. Top candidates will have extensive knowledge of the Phoenix market and surrounding communities with proven success attracting new business relationships while deepening our existing customer relationships.

    This position focuses on identifying appropriate lending, Treasury Management, and Capital Markets 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 corporate banking relationships.

    + Proactively seek new corporate banking and capital markets opportunities, leveraging market intelligence and personal networks.

    + 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.

    Qualifications:

    A four-year college degree in business, accounting, or finance is strongly preferred with 8+ 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 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 in Arizona is strongly preferred.

    + Experience with Treasury Management, Investment Banking/Advisory, Debt and Capital Markets Sales and Trading for derivative products (Interest Rates, Commodities, and Foreign Exchange).

    + Direct experience with back office and accounting related items pertaining to deal transactions and derivative profit and loss is preferred.

    + 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.

    + This position is in-office and houses out of our Biltmore Corporate Center in Phoenix, AZ.

    The salary range for this role is $170-200K (depending on factors related to location and years of experience).

    Benefits:

    + 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: 066385

    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

  • Branch Manager
    White Cap    Tucson, AZ 85705
     Posted 1 day    

    A position at White Cap isn’t your ordinary job. You’ll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities.

    The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates are the driving force behind this commitment.

    White Cap is hiring immediately for a **Branch Manager** !

    Do you want a part in helping to _Build America?_ As the leading North American distributor for professional contractors, the White Cap family of brands supplies of our nation’s largest construction projects, including stadiums, roads, bridges, highways, residential housing and more. We are hiring immediately for a **Branch Manager!**

    _Why a_ **_career_** _with White Cap?_

    + **Comprehensive wellness and financial benefits:** White Cap offers excellent benefits, including Medical, Dental, Vision, 401(k) with company match, tuition reimbursement, and more!

    + **Relax and recharge:** We offer a generous time off package, including paid maternity, parental leave, sick time, and vacation time.

    + **Stability:** Since 2020, White Cap has doubled in size and continues to grow.

    + **Unlimited career potential:** White Cap is a stable and growing company offering unlimited career potential.

    + **Love where you work:** White Cap has been certified as a _Great Place to Work_ .

    + **Inclusive culture:** Work in a place that values and celebrates who you are.

    _A_ **_Branch Manager_** _at White Cap…_

    + Accountable for profit and loss and inventory/accounts receivable for assigned location(s). Achieves earnings before interest and tax (EBIT), return on investment capital (ROIC), and return on sales (ROS) goals.

    + Safeguards company assets and associates. Provides operational oversight and excellent in inventory management procedures.

    + Ensures appropriate staffing levels to meet service, financial, and operational support demands. Effectively utilizes training programs to develop sales and operations expertise.

    + Initiates and builds customer relationships with existing and new customers.

    + Acts as liaison to functional leadership to ensure customer satisfaction and problem resolution.

    + Monitors local market trends. Develops and executes strategies to grow local market share and aggressively pursues business opportunities.

    + Works closely with vendors to maximize sales and increase profitability.

    + Ensures efficient operations through adherence to policies and procedures and process excellence. Maintains compliance with applicable government regulations. Ensures environmental health and safety and regulatory responsibilities are followed.

    + Performs other duties as assigned.

    + Generally has 7+ years of experience in a related field.

    + This position requires operation of a company vehicle, or a personal vehicle and such operation is done consistently more than 20% of the average work week. If selected for this position, the company will run a Motor Vehicle Record (MVR) report. A requirement of this position is an acceptable MVR report.

    **Preferred Qualifications**

    + Experience with sales order computer software, Oracle preferred.

    + Wholesale distribution experience.

    + Spanish language proficiency.

    If you’re looking to play a role in building America, consider one of our open opportunities. We can’t wait to meet you.

    **Functional Area** Field Operations

    **Recruiter** Parnell, Korishawna

    **Req ID** WCJR-023403

    White Cap is an Equal Opportunity Minority/Female/Individuals with Disabilities/Protected Veteran and Affirmative Action Employer. White Cap considers for employment and hires qualified candidates without regard to age, race, religion, color, sex, sexual orientation, gender, gender identity, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.


    Employment Type

    Full Time

  • Merrill Market Client Relationship Manager
    Bank of America    Tucson, AZ 85702
     Posted 1 day    

    Merrill Market Client Relationship Manager

    Albuquerque, New Mexico;Tucson, Arizona

    **Job Description:**

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

    Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

    At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

    **Job Description:**

    This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.

    The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.

    **Responsibilities:**

    + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth

    + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service

    + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit

    + Oversees the client service experience and reviews the approval of new client accounts

    + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals

    **Managerial Responsibilities:**

    This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

    + Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals.

    + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.

    + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

    + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

    + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

    + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

    + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

    + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

    **Specific responsibilities include, but are not limited to:**

    + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill

    + Managing the branch's Wealth Management Client Associates and Service Support Staff

    + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel

    + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge

    + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction

    + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise

    + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures

    **Required Qualifications:**

    + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted

    + Minimum of 5+ years professional experience ​

    **Key Qualifications for the role:**

    + Current or previous Merrill Wealth Management experience strongly preferred

    + Self-motivated and client centric

    + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures

    + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)

    + Prior trend analysis experience

    + Strong customer service and communication skills

    + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

    **Desired Qualifications:**

    + Bachelor’s degree or equivalent work experience

    **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent

    **Skills:**

    + Compensation Analysis

    + Performance Management

    + Process Performance Management

    + Referral Management

    + Workforce Planning

    + Due Diligence

    + Internal Audit Review

    + Leadership Development

    + Recruiting

    + Risk Management

    + Client Management

    + Customer Service Management

    + Employee Counseling

    + Succession Planning

    + Trade Operations Management

    The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA.

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    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 "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

    View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.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 .

    This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.


    Employment Type

    Full Time

  • Lead Commercial Banking Relationship Manager - Middle Market
    Wells Fargo    SCOTTSDALE, AZ 85258
     Posted 2 days    

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

    Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

    **About this role:**

    Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to join our team in Scottsdale. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/)

    **In this role, you will:**

    + Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback

    + Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions

    + Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions

    + Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives

    + Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues

    + Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems

    + Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks

    + Partner with Commercial Lending Product Management to provide feedback and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

    **Required Qualifications:**

    + 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Commercial Banking account relationship management experience

    + Comprehensive knowledge and understanding of complex commercial credit: lending, loan servicing, products, and credit practices

    + Comprehensive knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements

    + Comprehensive knowledge and understanding of risk management

    + Experience consistently delivering strong sales performance

    + Excellent verbal, written, and interpersonal communication skills

    + Strong organizational, multi tasking, and prioritizing skills

    + In market business development experience within the middle market segment

    **Position is not eligible for Visa Sponsorship.**

    \#commercial banking

    **Posting End Date:**

    3 Apr 2025

    **_*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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Req Number:** R-447510


    Employment Type

    Full Time

  • Senior Manager, Strategic Relationship Management & Business Development
    American Express    Phoenix, AZ 85067
     Posted 2 days    

    **Description**

    **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.

    Global Merchant and Network Services (GMNS) is the American Express business unit that acquires and maintains relationships with merchants and suppliers that welcome American Express branded cards and payment solutions. Our goal is to be an indispensable payments partner to our clients while simultaneously delivering differentiated products and services that meet or exceed their needs while driving revenue growth and premium economics for them and American Express.

    B2B is a critical priority for the Global Merchant Services business, and American Express, and this role offers a prime opportunity to be part of a strategic growth segment for the Enterprise. The B2B Product, Partner and Client Management Group (BPPC) within Merchant Services – U.S. is responsible for overseeing the some of the largest and most strategic U.S. based B2B merchants/suppliers. Our mission is to be warmly welcomed by merchants and support their growth through American Express forms of payment including credit cards, virtual cards, and Buyer Initiated Payments (BIP).

    The Construction/ Industrial industry is one of the top 3 priority B2B industries, with high levels of interaction and engagement across the Blue Box including the Global Commercial Services, Marketing, and Product. Managing this portfolio provides colleagues the opportunity to leverage business development, strong relationship management, strategic thinking, and consultative selling skills to drive incremental revenue for American Express.

    Candidates considered for this position will demonstrate a strategic mindset, an ability to think innovatively, strong financial & analytical skills, and the ability to lead in a fast-paced and highly complex/matrixed environment while fostering a fun and positive team dynamic.

    **Specific responsibilities include:**

    + Business Development: Drive profitable charge volume and revenue growth by using in-depth knowledge of Merchant’s business/ industry and Global Merchant Services

    + Relationship Management: Cultivate and leverage relationships across American Express and the Merchant to identify and implement solutions to grow and expand share while ensuring premium level of servicing to dedicated account contacts

    + Strategy & P&L Management: Devise strategic account plans to drive Merchant engagement, expand relationship contact maps, improve client satisfaction with the goal to grow profitable American Express share

    + Consultative Selling: Consult with merchants on how to capitalize on the fast-paced evolving payments space to bring efficiencies to their AR processes

    + Negotiations: Develop innovative partnerships and negotiate profitable deals through firm understanding of B2B payments economics, profitability levers, and American Express assets

    + Project Management: Work with internal partners and seamlessly multi-task, prioritize, and act with a sense of urgency for in-demand merchants

    **Minimum Qualifications:**

    + 5 years of experience in payments, business development, sales, or relationship management, preferably with enterprise clients.

    + Experienced relationship manager with proven ability to learn quickly, develop strong client relationships, sell-in initiatives and uncover new opportunities to grow AMEX revenue

    + Demonstrate executive presence with the ability to confidently lead Senior/C-level discussions internally and with clients to influence decision making and drive timely results.

    + Excellent influence management skills and the ability to work collaboratively across a wide variety of external and internal partners

    + Strong negotiation skills and project management skills, with an excellent ability to prioritize effectively and drive results

    + Highly developed communication skills with ability to tailor messages to different audience types both internally and externally

    + Demonstrate analytical and creative problem-solving skills and proven financial acumen

    + Familiarity with financial statements: Income Statement, Balance Sheet and Cash Flows Statement

    + Possess the ability to understand the unique challenges facing B2B merchants

    + Knowledge of B2B payments, experience developing B2B marketing promotions and/or experience in B2B Issuing organizations a plus.

    + Knowledge of the Construction Industry a plus

    + Self-starter with a blend of EQ and IQ

    + Collaborative and enthusiastic team player with a sense of humor

    + Solid foundation in Microsoft Office: PowerPoint and Excel

    + Bachelor’s degree required, MBA a plus

    + New York City candidates preferred

    + Role requires ~30% travel

    **Qualifications**

    Salary Range: $80,000 to $155,000 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 work arrangements and schedules with hybrid and virtual options with Amex Flex

    + 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 .

    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.

    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.

    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. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.

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

    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 supplement and the Pay Transparency Policy Statement.

    If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

    **Job:** Sales

    **Primary Location:** United States

    **Other Locations:** US-New York-New York

    **Schedule** Full-time

    **Req ID:** 25004945


    Employment Type

    Full Time

  • Foundation Relationship Manager
    Alliance Defending Freedom    Scottsdale, AZ 85258
     Posted 2 days    

    Locations: Scottsdale, AZ / Lansdowne, VA

    Make a difference with us! At ADF, we believe God has brought you here for His purpose: to boldly stand and advance every person’s God-given right to live and speak the truth. Together, we protect religious freedom, free speech, the sanctity of life, marriage and family, and parental rights. Please review our Statement of Faith to determine if your values align with ours.

    Key Responsibilities

    + Building and Maintaining Relationships: Cultivate long-term relationships with foundation representatives, program officers, and other stakeholders to ensure a positive, ongoing partnership.

    + Researching and Identifying Potential Foundations: Conduct thorough research to identify foundations whose missions align with the organization's goals and objectives.

    + Drive Grant Proposals: Orient the team writing proposals, ensure they include all required information and materials, and tailor the content to meet each foundation’s specific guidelines and priorities.

    + Managing Grant Reporting: Oversee the reporting process for awarded grants, ensuring compliance with all terms and deadlines and providing accurate progress updates to foundations.

    + Evaluating and Reporting on Impact: Demonstrate the impact of the foundation's investment through detailed reports, metrics, and qualitative outcomes that align with the foundation's objectives

    + Stewardship and Acknowledgment: Acknowledge and express gratitude to foundations for their support, cultivating goodwill and fostering continued funding.

    + Networking and Attending Foundation Events: Participate in foundation conferences, events, and networking opportunities to stay informed about new trends, funding opportunities, and potential contacts.

    + Developing Customized Funding Strategies: Work with the team to create and execute transformative relationship strategies tailored to foundations, including seeking multi-year funding commitments.

    Minimum Qualifications

    + Bachelor’s Degree

    + 3+ years of development or fundraising experience

    Preferred Qualifications

    + Master's Degree

    + 5+ years of grant fundraising experience

    Pay & Benefits

    At Alliance Defending Freedom, we offer a competitive compensation and benefits package to support your well-being and growth. Our benefits include 100% covered medical and dental insurance, paid disability, long-term care, life insurance, medical and dependent care reimbursement, and a 401(k) plan with a 4% company match. We prioritize work-life balance with paid time off and 12 paid holidays each year.


    Employment Type

    Full Time

  • Mortgage Loan Officer
    PNC    Phoenix, AZ 85067
     Posted 3 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(n) Mortgage within PNC's Mortgage organization, you will be based in Phoenix, AZ market.

    The ideal candidate will have a proven history of production in the market.

    The role is salary plus incentive.

    **Job Description**

    + Recommends loan solutions in accordance with lending guidelines and clients' requirements.

    + Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.

    + Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.

    + Collaborates with internal and external stakeholders to complete mortgage transactions.

    + Collects and analyzes customer financial information for multifaceted and/or complex borrowers.

    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.

    **Qualifications**

    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.

    **Preferred Skills**

    Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales

    **Competencies**

    Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.

    **Work Experience**

    Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Certifications**

    No Required Certification(s)

    **Licenses**

    Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

    **Benefits**

    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 Your PNC Total Rewards (http://yourpnctotalrewards.com) .

    **Disability Accommodations Statement**

    If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . 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.

    This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

    **California Residents**

    Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_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

  • Loan Officer
    USAA    Phoenix, AZ 85067
     Posted 4 days    

    **Why USAA?**

    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

    Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

    **The Opportunity**

    As a dedicated Loan Officer, you will, within defined guidelines and framework, deliver impactful customer service to members while providing mortgage product solutions that facilitate the member’s financial security. You will facilitate mortgage product sales and member service through multiple channels to include phone, email, mail and digital platform while providing individualized mortgage loan recommendations and meet established monthly metrics. As a Loan Officer you will also deepen member relationships through needs assessment and solution offerings from USAA products and services as well as stays highly engaged in the mortgage industry, to include changes to Fannie and Freddie guidelines.

    We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position is based out of Phoenix,AZ.

    Relocation assistance is **not** available for this position.

    **What you'll do:**

    + Under limited direct supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement.

    + Based on predetermined requirements, assesses, and grants or rejects mortgage applications.

    + Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence

    + Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status.

    + Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled.

    + Establishes and maintains successful partnerships with Real Estate Agents.

    + Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

    **What you have:**

    + High School Diploma or General Equivalency Diploma required.

    + 2 years of mortgage sales experience or relevant customer service experience within a financial services organization.

    + Successfully complete mortgage products assessment.

    + Acquisition and maintenance of applicable licenses/state registrations as required.

    **What sets you apart:**

    + 3+ years Mortgage Consumer Direct Experience

    + Current or Prior NMLS #

    + US military experience through military service or a military spouse/domestic partner

    **Compensation range:** The base salary for this role is $45,000 annual, with an un-capped tiered incentive program.

    **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

    Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

    The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

    **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

    For more details on our outstanding benefits, visit our benefits page on USAAjobs.com

    _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

    _USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

    **If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

    **Please do not type your first and last name in all caps.**

    **_Find your purpose. Join our mission._**

    USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

    USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

    USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

    California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

    USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.


    Employment Type

    Full Time

  • Assistant Branch Manager
    Umpqua Bank    Mesa, AZ 85213
     Posted 4 days    

    Assistant Branch Manager

    Retail Banking Group

    Mesa,
    Arizona

    **Description**

    **About Us:**

    At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.

    We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

    Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

    **About the Role:**

    This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day to day operational excellence in the branch, supervising and leading the Client Service Specialists, and by providing Breakthrough Client Service. The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as appropriate.

    + Ensures the branch meets or exceeds operations standards at all times. Responsible for satisfactory audits.

    + Monitor sales and service goals, and coach other team members to deepen customer relationships using Client and Business Financial Review.

    + Develops and maintains strong, long-term relationships with consumers and businesses in local community and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.

    + Acts as back up to personal banking team to open new accounts, receive loan requests and gather credit-related information.

    + Manage, lead, train, and coach client service specialists. May also oversee personal bankers in collaboration with Branch Manager.

    + Process and oversee technical tasks such as opening and closing of the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls.

    + Frequently services complex accounts.

    + May back up new account openings.

    + May back up client service specialist line when needed.

    + May engage in business development activities in local community.

    + All employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.

    **About You:**

    + High School Diploma or GED, required.

    + Associate’s or Bachelor’s, Vocational, or Technical Degree in banking, business, or related field or equivalent work experience preferred.

    + Bilingual in Spanish preferred.

    + 2 year of retail banking experience required.

    + 1 year of management or supervisory experience preferred.

    + 1 year of consumer and small business lending origination experience preferred.

    + Customer service background in retail or banking.

    + Demonstrated ability to grow sales by developing long-lasting, knowledge-based relationships with clients and offering customized solutions.

    + Demonstrated leadership skills such as handling difficult customer and associate conversations in a professional, transparent, and courteous manner.

    + Proven ability to make sound business decisions.

    + Strong attention to detail and the ability to multi-task effectively.

    + Proficient use of spreadsheets and other banking computer systems and related software, and ability to operate a variety of office equipment and to perform repetitive movements for tasks such as counting cash, typing, and handling documents.

    + Effective training and mentoring skills.

    + Ability to think critically to anticipate downstream impacts of decisions.

    + This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements.

    + This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.

    **Be a part of a bank that invests in you!**

    + Competitive Incentive Plan: Earn rewards that match your efforts.

    + Professional Development: Grow your skills with our tailored premier banker programs.

    + Career Growth: Clear paths to achieve your professional goals.

    **Job Location(s):** Ability to work fully onsite at posted location.

    145 E Main Street

    Mesa, AZ 85201

    **Our Benefits:**

    We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.00 - $28.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

    We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

    **Our Commitment to Diversity:**

    Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: .

    **To Staffing and Recruiting Agencies:**

    Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.


    Employment Type

    Full Time

  • Branch Manager
    Umpqua Bank    Mesa, AZ 85213
     Posted 4 days    

    Branch Manager

    Retail Banking Group

    Mesa,
    Arizona

    **Description**

    **About Us:**

    At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.

    We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

    Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

    **About the Role:**

    Responsible for leading a team of associates in the delivery of Breakthrough Client Service and establishing the branch as the bank of choice in the local community. Responsible for attaining established growth goals by developing new relationships and growing existing client relationships. Ensures branch operates efficiently and within operational guidelines at all times. Branch Manager levels I through IV are typically differentiated by the following factors: # of FTE, branch transaction volumes, market deposit volume, complexity of branch, customer differentiation (% business vs. consumer accounts), in addition to the associate's skill set.

    + Leads, manages and coaches associate performance and development while managing appropriate branch staffing levels.

    + Responsible for branch P&L, achieving growth targets, managing the branch's portfolio, and carefully managing the branch's expenses.

    + Achieves consistent satisfactory audit results through sound operational practices.

    + Partners closely with cross-functional leaders within Retail and across the bank to provide meaningful client solutions in line with Retail business strategy.

    + Demonstrates basic knowledge of core products and Umpqua's Business/Consumer Financial Review process.

    + Develops and maintains strong, long-term relationships with consumers, public figures, businesses, and charitable organizations in local community.

    + Embodies and leads the core values of the bank every day in interactions with associates, customers, and shareholders.

    **About You:**

    + High School Diploma or GED, required.

    + Associate’s or Bachelor’s, Vocational, or Technical Degree in banking, business, or related field or equivalent work experience preferred.

    + Bilingual in Spanish preferred.

    + 3 years of previous banking experience, including consumer lending and exposure to business lending origination experience required.

    + 2 years of management experience in banking or retail including team leadership, coaching, daily supervision, labor law compliance, performance management, hiring and termination preferred.

    + Extensive knowledge of banking products and services with demonstrated business acumen that enables solving consumer and small business banking challenges.

    + Demonstrates proficiency in consumer lending, prior exposure to business lending

    + Manage deposit and loan portfolios including less complex consumer and business relationships.

    + Membership in local community organizations, demonstrating commitment to community leadership.

    + Proven training and mentoring skills with desire to help others develop and grow.

    + Strong attention to detail and the ability to multi-task effectively.

    + Demonstrated sales skills.

    + Ability to understand cash flow, financial statements, and market risk.

    + Proficient use of spreadsheets and other banking computer systems and related software, and ability to operate a variety of office equipment and to perform repetitive movements for tasks such as counting cash, typing, and handling documents.

    + Ability to think critically to anticipate downstream impacts of decisions.

    + Complies with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as defined by the bank, if applicable.

    + This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements.

    + This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.

    + Notary certification preferred.

    **Be a part of a bank that invests in you!**

    + Competitive Incentive Plan: Earn rewards that match your efforts.

    + Professional Development: Grow your skills with our tailored premier banker programs.

    + Career Growth: Clear paths to achieve your professional goals.

    **Job Location(s):** Ability to work fully onsite at posted location.

    145 E Main Street

    Mesa, AZ 85201

    **Our Benefits:**

    We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $60,000.00 to $95,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

    We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

    **Our Commitment to Diversity:**

    Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: .

    **To Staffing and Recruiting Agencies:**

    Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.


    Employment Type

    Full Time


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