business banking officer

Zions Bancorporation

Did you know that Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven’t forgotten who keeps us in business, meaning we’re committed to the success of our customers, and our employees. Here, the possibilities are endless – come for a job, stay for a career.
 
We are currently seeking a Business Banking Portfolio Management Officer to join our team. This position will be full time in office role located at our Zions Technology Center in Midvale, UT.
 
Responsibilities : 
<ul>
<li>Responsible for various aspects of the credit work flow, including analyzing and decisioning of credits for underwritings, the renewal of portfolio credits, portfolio management and other ongoing credit management.</li>
<li>Duties may include compiling data and incorporating spreads, cash flow, value of collateral, appraisals, audits, covenant tracking and testing, exception monitoring, and financial statement tracking.</li>
<li>Responsible for compilation of data and interprets outcomes of analysis and prepares summaries and recommendations.</li>
<li>Ensures all requests are processed in accordance with bank policies, regulations and laws. Identifies risk and mitigating factors related to conducting a thorough credit analysis for approval.</li>
<li>Delivers an optimal customer experience via timely and proactive client communication and follow-up.</li>
<li>Responds to internal and external customer inquiries.</li>
</ul>
Qualifications : 
<ul>
<li>Requires a Bachelors in Finance, Business, Accounting or a related field and 1+ year business banking credit, spread analysis, portfolio management, lending practices and procedures or other directly related experience.</li>
<li>A combination of education and experience may meet qualifications.</li>
<li>Basic knowledge of business banking/commercial real estate lending transactions, spread analysis, credit scoring, portfolio management, lending practices and procedures.</li>
<li>Basic knowledge of loan requirements with the ability to identify risk and mitigating factors.</li>
<li>Ability to analyze and interpret financial statements.</li>
<li>Knowledge of credit and/or related lending processes and procedures.</li>
<li>Good understanding of lending policies and procedures and general banking laws and regulations.</li>
<li>Possess good judgment, ability to make sound decisions.</li>
<li>Good analysis and problem resolution skills.</li>
<li>Ability to accept responsibility and handle confidential information.</li>
<li>Must have good customer relations and communication skills, both verbal and written.</li>
<li>Must be a self-starter, dependable, accurate in completing responsibilities with strong attention to detail and organizational skills.</li>
<li>Working knowledge of a various related software applications, including spreadsheets, word processing, etc.</li>
</ul>
Benefits : 
<ul>
<li>Medical, Dental and Vision Insurance - START DAY ONE!</li>
<li>Life and Disability Insurance, Paid Parental Leave and Adoption Assistance</li>
<li>Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts</li>
<li>Paid Training, Paid Time Off (PTO) and Paid Federal Holidays</li>
<li>401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience</li>
<li>Mental health benefits including coaching and therapy sessions</li>
<li>Tuition Reimbursement for qualifying employees</li>
<li>Employee Ambassador preferred banking products</li>
<li>Employees may, at the company’s discretion, be eligible to receive a cash bonus award</li>
</ul>

Business Banking Portfolio Management Officer - Midvale, UT (In Office)

Bio Tech Energy (pvt) Ltd.

Biotech energy private limited is looking for a Bank Relationship Officer serve as the primary point of contact and liaison between the organization and its banking partners. This role is responsible for managing the day-to-day operational, administrative, and communication needs of the banking relationship. The incumbent will ensure seamless correspondence, efficient handling of banking transactions, and strict compliance with banking regulations and organizational policies.Key Responsibilities:- Act as the single point of contact for all communication between the organization and assigned bank(s).- Draft, review, and submit official correspondence, requests for information, and documentation required by the bank.- Manage day-to-day banking activities including account openings, closures, and mandate updates.- Handle routine inquiries related to account balances, transaction statuses, and clearance issues.- Coordinate the submission of Chequebook requests, stop payment instructions, and standing instructions.- Oversee the timely processing of fund transfers, wire payments, and collection of instruments (cheques, drafts).Qualification and Experience- Bachelor&rsquo;s Degree in Banking, Finance, Business Studies, Commerce, or a related field. A Master&rsquo;s degree or professional certification (e.g., Banking Diploma) is an added advantage.- Minimum 2 to 3 years of proven work experience in a similar role, specifically within a corporate treasury, accounts department handling banking, or as a Client Service Officer in a commercial bank.- Must have hands-on experience dealing with day-to-day banking operations and regulatory documentation.Pay: Rs60,000.00 - Rs80,000.00 per monthWork Location: In person

Bank Relationship Officer

Early Approve Commercial Broker

We are looking for a dynamic and target-driven Banking Sales Officer to promote and sell credit card products. The candidate will be responsible for acquiring new customers, achieving sales targets, and maintaining strong customer relationships while ensuring compliance with banking policies.Key Responsibilities:<ul><li>Promote and sell credit card products to potential customers.</li><li>Identify new sales opportunities through cold calling, referrals, and field visits.</li><li>Explain credit card features, benefits, and eligibility criteria to customers.</li><li>Collect and verify required customer documents for application processing.</li><li>Ensure all applications are submitted accurately and within the required timelines.</li><li>Achieve monthly sales targets set by the management.</li><li>Maintain proper follow-up with customers until card approval and delivery.</li><li>Ensure compliance with bank policies and regulatory requirements.</li><li>Maintain good relationships with customers to generate repeat business and referrals.</li></ul>Requirements:<ul><li>Minimum 1 year experience in banking sales / credit card sales in the UAE preferred.</li><li>Strong communication and negotiation skills.</li><li>Ability to meet sales targets and work under pressure.</li><li>Knowledge of banking products and credit card processes is an advantage.</li><li>Basic knowledge of documentation and compliance procedures.</li></ul>Qualifications:<ul><li>Bachelor&rsquo;s degree or equivalent preferred.</li><li>Freshers with strong sales skills can also apply.</li></ul>Skills:<ul><li>Sales and negotiation skills</li><li>Customer relationship management</li><li>Communication skills</li><li>Target-oriented mindset</li></ul>Job Types: Full-time, PermanentPay: AED2,500.00 - AED4,500.00 per monthWork Location: In person

Bank Sales Officer

VAM SYSTEMS

<div>Job Description 
We are currently looking for Officer (Processor-Trade Finance) for our UAE operations
Education:<ul><li>
Diploma / Bachelor&rsquo;s Degree</li></ul>
Professional / Technical Qualifications / Diplomas:<ul><li>
Conversant with basic banking and trade finance terminologies</li><li>
Knowledge on UCP (latest version), Inco-terms, ISBP, URC (latest version), Uniform Rules for reimbursement URR (latest version), URDG and ICC opinions and preferably CDCS (Certified Documentary Credit Specialist)</li></ul>
Experience:<ul><li>
2 - 3 years&rsquo; experience in trade finance or in banking</li></ul>
Other Skills Required for the Job:<ul><li>
Good Communication skills</li><li>
High proficiency in business writing</li><li>
Strong analytical and problem solving skills</li><li>
Working knowledge of IT applications</li><li>
Customer Service</li><li>
Team Work</li><li>
Proficiency in MS-Office &ndash; Word, Excel, Power Point</li><li>
Ability to multi-task and capability to deal with pressure</li><li>
Familiar with the bank&rsquo;s policies and procedures</li></ul>
Duties and Responsibilities:<ul><li>
Ensure the customer applications / requests received are time-stamped, duly completed and signed.</li><li>
Process trade transactions (end-to-end) as per the existing Standard Operating Procedures ensuring all activities are completed within the agreed turn-around times with a high degree of accuracy.</li><li>
Process Letters of Credits, Guarantees and Collections in accordance with international rules and regulations in a way that supports the business units and ensures a good working relationship with Bank's clients.</li><li>
Ensure to prepare a checklist for all transactions and appropriate approvals are obtained for any deviations from the Standard Operating Procedures.</li><li>
Maintain files and update correspondences by recording systematically to ensure efficient retrieval of documents.</li><li>
Identify bugs/flaws and propose improvements in systems/ processes to enhance efficiency.</li><li>
Secure thorough knowledge on processing of all Trade products and self-train to perform assigned tasks effectively.</li><li>
Monitor charges and commissions by maintaining records either manually or via systems for follow-up and recovery.</li><li>
Monitor and review Nostro statements on incoming funds for settlement and charges.</li><li>
Provide privileged client service to all internal and external queries responding to all emails and phone calls.</li><li>
Provide technical advice and consultancy services to internal and external clients by safeguarding bank and customers against fraud and money laundering transactions.</li><li>
Pass manual vouchers for transactions, if necessary.</li></ul> 
Joining time frame: 2 weeks (maximum 1 month)</div>

Trade Finance Officer - Banking

Citi

<div>The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. 
 
Responsibilities:<ul><li>
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products</li><li>
Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program</li><li>
Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers</li><li>
Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience</li><li>
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals</li><li>
Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions</li><li>
Understand and comply with Citibank policies, standards and procedures</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul> 
Qualifications:<ul><li>
0-2 years of relevant experience</li><li>
Previous banking, retail, or sales experience preferred</li><li>
Knowledge of Smart Banking tools and technologies</li><li>
NMLS registration; Safe Act compliant</li><li>
Consistently demonstrates clear and concise written and verbal communication skills</li></ul> 
Education:<ul><li>
Bachelor's Degree/University degree or equivalent experience</li></ul> 
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
-
Job Family Group:
Consumer Sales
-
Job Family:
Branch Sales
-
Time Type:
Full time
-
Primary Location:
Mountain View California United States
-
Primary Location Full Time Salary Range:
$61,280.00 - $85,520.00 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
-
Most Relevant Skills
Please see the requirements listed above.
-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
-
Anticipated Posting Close Date:
Mar 25, 2026
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Personal Banker SAFE Act, Mountain View Branch, Officer

Wells Fargo

<div>Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader &ndash; we&rsquo;re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job &ndash; it&rsquo;s about finding all of the elements to help you thrive, in one place. Living the Well Life means you&rsquo;re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You&rsquo;ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we&rsquo;re recognized for it &ndash; Wells Fargo once again ranked in the top three &ndash; making us the #1 financial services employer &ndash; on the 2025 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:<ul><li>
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially</li><li>
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications</li><li>
Receive direction from managers and exercise judgement within defined policies and procedures</li><li>
Develop understanding of bank products and services to connect to customers' needs</li><li>
Interact with customers to demonstrate care and build relationships</li><li>
Provide appropriate options for bank products and services to customer</li><li>
Refer customers' financial needs to other bankers and partners as needed</li><li>
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below</li></ul>
Required Qualifications:<ul><li>
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
Bilingual speaking and listening proficiency in Spanish/English</li></ul>
Desired Qualifications:<ul><li>
Customer service focus with experience handling complex transactions across multiple systems</li><li>
Experience proactively engaging with customers through outreach via phone or email</li><li>
Ability to educate and connect customer to technology and share the value of mobile banking options</li><li>
Ability to help customers succeed financially by offering introductions to additional team members as appropriate</li><li>
Experience working with others on a team to meet customer needs</li><li>
Experience fostering and developing strong customer relationships</li><li>
Ability to build strong relationships with internal partners</li><li>
Ability to follow policies, procedures, and regulations</li><li>
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss</li><li>
Ability to interact with integrity and professionalism with customers and team members</li><li>
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting</li><li>
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting</li><li>
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues</li><li>
Support customers and employees in resolving or escalating concerns or complaints</li></ul>
Job Expectations:<ul><li>
Ability to work a schedule that may include most Saturdays</li><li>
Must take and pass required language assessment</li><li>
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed</li></ul><ul><li>
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary</li><li>
This position is not eligible for Visa sponsorship</li></ul>
Posting Location(s):<ul><li>
539 Market Street Camden, NJ 08102</li></ul></div>

Personal Banker Bilingual Spanish Camden Branch

<div>Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader &ndash; we&rsquo;re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job &ndash; it&rsquo;s about finding all of the elements to help you thrive, in one place. Living the Well Life means you&rsquo;re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You&rsquo;ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we&rsquo;re recognized for it &ndash; Wells Fargo once again ranked in the top three &ndash; making us the #1 financial services employer &ndash; on the 2025 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:<ul><li>
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially</li><li>
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications</li><li>
Receive direction from managers and exercise judgement within defined policies and procedures</li><li>
Develop understanding of bank products and services to connect to customers' needs</li><li>
Interact with customers to demonstrate care and build relationships</li><li>
Provide appropriate options for bank products and services to customer</li><li>
Refer customers' financial needs to other bankers and partners as needed</li><li>
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below</li></ul>
Required Qualifications:<ul><li>
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
Bilingual speaking and listening proficiency in Spanish/English</li></ul>
Desired Qualifications:<ul><li>
Customer service focus with experience handling complex transactions across multiple systems</li><li>
Experience proactively engaging with customers through outreach via phone or email</li><li>
Ability to educate and connect customer to technology and share the value of mobile banking options</li><li>
Ability to help customers succeed financially by offering introductions to additional team members as appropriate</li><li>
Experience working with others on a team to meet customer needs</li><li>
Experience fostering and developing strong customer relationships</li><li>
Ability to build strong relationships with internal partners</li><li>
Ability to follow policies, procedures, and regulations</li><li>
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss</li><li>
Ability to interact with integrity and professionalism with customers and team members</li><li>
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting</li><li>
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting</li><li>
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues</li><li>
Support customers and employees in resolving or escalating concerns or complaints</li></ul>
Job Expectations:<ul><li>
Ability to work a schedule that may include most Saturdays</li><li>
Must take and pass required language assessment</li><li>
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed</li><li>
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary</li><li>
This position is not eligible for Visa sponsorship</li></ul>
Posting Location:
501 E 20th St 
FARMINGTON, NM 87401</div>

Personal Banker Bilingual Farmington 20th St

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