financial institution vice president

Guggenheim Partners

<div><div>Job Description:</div><div></div><div>
Guggenheim Securities</div><div></div><div>
Position Summary</div><div>
Guggenheim Securities (&ldquo;Guggenheim&rdquo;) is establishing a warehouse lending business and is seeking a Vice President to help build and launch it.</div><div>
The role will be located in the firm&rsquo;s New York office.</div><div></div><div>
Essential Job Functions</div><ul><li>
Work with the group&rsquo;s senior professionals to execute Warehouse, Delayed Draw, Term ABS, Origination and/or other types of securitized products transactions across a variety of asset classes</li><li>
Conduct deal due diligence and vetting</li><li>
Coordinate with all transaction parties throughout the transaction execution lifecycle</li><li>
Project management and ratings work</li><li>
Review and monitor transaction legal documentation</li><li>
Perform portfolio and historical data analysis for various types of assets</li><li>
Conduct market research and industry review projects for new and emerging asset classes</li></ul><div></div><div>
Preferred Qualifications</div><ul><li>
Bachelor&rsquo;s Degree</li><li>
5+ years of experience in warehouse lending origination, credit analysis, execution and structuring</li><li>
Experience with cash flow modeling of warehouse facilities required</li><li>
Strong quantitative skills; Microsoft Excel modeling experience required, familiarity with VBA a plus</li><li>
Must have familiarity with warehouse and securitization legal documentation</li><li>
Detail-oriented, organized, with initiative and ability to multitask and work as part of a team</li><li>
Excellent written and verbal communication skills</li><li>
Resourcefulness, intellectual curiosity and enthusiasm</li><li>
Experience leading day-to-day execution of warehouse financing and/or securitization transactions</li></ul><div></div><div>
Work Location</div><ul><li>
Currently, this role is expected to be in the New York office at least 4 days per week.</li></ul><div></div><div>
Salary</div><ul><li>
Annual base salary of $250,000.</li><li>
The base salary represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.</li></ul><div></div><div>
About Us:</div><div></div><div>
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.</div><div></div><div>
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.</div><div></div><div>
Guggenheim Securities, LLC (&ldquo;GS&rdquo;) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.</div></div>

Vice President – Credit Analyst, Warehouse Lending Execution

Yosemite Farm Credit

<div><p><b>POSITION:
</b></p><p>Assistant Corporate Lending Executive - Vice President, Corporate Lending Executive, full-time position located in the Administrative South Office, Turlock, CA.<br>
</p><p></p><p><b>ABOUT YOSEMITE FARM CREDIT:
</b></p><p>As a farmer-owned co-op with over 100-year history serving the agriculture community in Stanislaus, Merced, Tuolumne and Mariposa counties, Yosemite Farm Credit has a commitment to our region&rsquo;s agriculture. The Association currently provides lending services to approximately 5,200 customers with loan volume of over $5 billion. Major commodities financed include dairy and almonds, in addition to irrigated field crops, cattle, and walnuts. Yosemite Farm Credit&rsquo;s culture of collaboration and team values provides a great atmosphere that allows individuals to contribute to its Vision - <b><i>Helping Our Members Prosper!<br>
</i></b></p><p></p><p><b>JOB RESPONSIBILITIES/DUTIES:
</b></p><p>The Corporate Lending Executive is responsible for managing an existing portfolio, reviewing and recommending appropriate loan actions, while also monitoring distressed loan accounts within the Special Assets Department and branches. Additionally, this person will also be able to facilitate credit recommendations with Credit Administration, other Loan Officers, and Corporate Lending Executives as well as analyze and approve loans under delegated authority and/or as part of Loan Committee.<br>
</p><p></p><br>
<br>
<p><b>PREFERRED QUALIFICATIONS:
</b></p><ul><li>BA/BS degree in agribusiness, business administration, or equivalent.
</li><li>Minimum two years; preferred five years of agricultural loan officer, underwriting, or management level banking experience.
</li><li>Understanding of accrual accounting.
</li><li>Dairy underwriting knowledge is preferred but not required.
</li><li>Demonstrated credit and analytical skills.
</li><li>Working knowledge of agricultural lending principles and practices, and FCS operating policies and procedures.
</li><li>Demonstrated proficiency in organizing and prioritizing work to meet deadlines.
</li><li>Excellent verbal, written, analytical, and persuasive skills.
</li><li>Demonstrated leadership, interpersonal, communication and teamwork skills.
</li>Computer experience with proficiency in Windows, Excel, Word, and Outlook.<br>
<li>
</li></ul><p></p><p><b>GRADE/SALARY/BENEFITS:
</b></p><p>Yosemite Farm Credit offers a competitive benefit package that includes, but is not limited to, outstanding vacation/sick time accrual, health, dental, and vision plans, tuition reimbursement, 401k fixed AND company match, corporate fitness program, performance related compensation, volunteer time off and paid holidays.<br>
</p><p></p><p>The Base Salary for this position ranges from $6,700 (minimum) - $12,000 (maximum) per month, depending on experience. Position is also eligible to participate in annual incentive program (performance related compensation) earning up to 10% of annual base salary. This program is subject to Board approval.<br>
</p><p></p><p><b>WORKPLACE FLEXIBILITY PROGRAM:
</b></p><p>Yosemite Farm Credit offers a Workplace Flexibility Program for qualifying positions that provides the opportunity to have a hybrid (in office and work from home) schedule. The Workplace Flexibility Program includes an allowance of up to $500 for qualifying expenses to outfit employees&rsquo; home office. <b>Please note, this is not a fully remote position.<br>
</b></p><p></p><br>
<br>
<p><b>APPLICATION DEADLINE:
</b></p><p>Applications will be accepted through April 7, 2026
</p><p>If you have questions regarding the job posting or need additional information, please contact Hunter Berry (209) 667-2366.<br>
</p><p></p><br>
<br>
<p><b>APPLICATION PROCEDURE:
</b></p><p>Application Job Link: https://yfc.bamboohr.com/careers/60<br>
</p><p></p><br>
<p>Yosemite Farm Credit 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. For employment related questions or if you have a disability and wish to seek a reasonable accommodation during the application process, please contact our HR team at careers@yfc.ag or 209-667-2366.<br>
</p><p></p><br>
<br>
<p><b>CCPA Notice:
</b></p><p>California residents may have certain rights regarding their Personal Information under California law. To view the Yosemite Farm Credit CCPA Privacy Notice applicable to job applicants, employees, owners, directors, officers, and contractors of Yosemite Farm Credit, please visit the Yosemite Farm Credit website at the following link: https://www.yosemitefarmcredit.com/about-yfc/careers-with-yosemite-farm-credit/ .<br>
</p><p></p><br>
<p>Issue Date: 3/17/2026
</p><p>www.yosemitefarmcredit.com
</p><p><b>EEO/AA/M/F/V/D EMPLOYER</b></p></div>

Assistant Corporate Lending Executive - Vice President, Corporate Lending Executive

BMO Financial Group

151 W 42nd Street New York New York,10036
<br>
<div><p>BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets</p>
<div><div>Job Description</div></div><div><div><div><div><p>
BMO&rsquo;s Financial Institutions Group (FIG) is hiring a Vice President to join its Insurance Investment Banking team in New York.</p><p>
You will provide a combination of deep insurance industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.</p><p>
Key Responsibilities:</p><ul><li>
Participates in deal teams to develop, present, and win mandates for new opportunities</li><li>
Creates pitch books for clients with respect to financial solutions and participates in client presentations</li><li>
Monitors client, client industry, and regulatory agencies for potential changes that may impact client portfolio and business needs</li><li>
Reviews and continually monitors performance of existing accounts and client relationships</li><li>
Conducts due diligence (e.g., client visits, business model analysis, and comprehensive review of industry trends and related regulations)</li><li>
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders</li><li>
Builds effective relationships with internal/external stakeholders</li><li>
Generates updated financial models / analyses as dictated by business needs and industry requirements</li><li>
Creates financial models to analyze client portfolios and anticipate client needs.</li><li>
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables</li><li>
Understands the complexity of transactions and related risk (e.g., credit, market, operational, legal/compliance, etc.)</li><li>
Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts</li><li>
Delivers financial modeling to support strategic recommendations to clients</li><li>
Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.)</li><li>
Balances the Bank's risk appetite with client needs when making recommendations / proposals</li></ul><p></p><p><b>
Qualifications:</b></p><ul><li>
The ideal candidate will have a minimum of 5 years of insurance M&amp;A experience across investment banking, corporate development, and/or actuarial consulting roles (exposure to, and/or a strong interest in, the P&amp;C and/or U.S. life &amp; annuity sector is preferred)</li><li>
Education: Bachelor's degree in Finance, Economics, Business, or a related field, with an outstanding record of academic achievement. MBA degree preferred but not required</li><li>
Exceptional team player with a strong work ethic and ability to thrive in a fast-paced, dynamic environment</li><li>
Detail oriented with strong analytical abilities</li><li>
Deep, sophisticated understanding of accounting and finance</li><li>
Excellent mathematical, written/verbal communication, and computer skills</li><li>
Ability to manage expectations of senior bankers while working on multiple projects simultaneously</li><li>
Effective leadership and coaching skills</li><li>
Sound and professional judgement</li><li>
SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment</li></ul><p><b>
Base Salary</b></p><p>
260,000.00 USD</p></div></div></div></div>
<p><b>Salary:</b></p><p></p><p><b>
Pay Type:</b></p><p>
Salaried</p><p>
The above represents BMO Financial Group&rsquo;s pay range and type.</p><p>
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.</p><p>
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards</p>
<p><b>About Us</b></p><p>
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.</p><p>
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.</p><p>
To find out more visit us at https://jobs.bmo.com/us/en
</p><p>BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.</p><p>
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.</p><p>
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p></div>

Vice President, Financial Institutions Group (FIG) Investment Banking - Insurance

FedChoice Federal Credit Union

<div>Description:
<p>
We are looking for a motivated, member-focused, target-driven team member to join our Lending Services team as <b>VP of Lending</b>. Are you an experienced, strategic Lending professional? Are you knowledgeable of Federal and State Regulations and best practice lending policies and procedures? Do you have strong team management and leadership skills?</p>
Requirements:
<p><b>
What You'll Be Doing...</b></p><p>
FedChoice is looking for a VP of Lending to direct and supervise the Credit Union's lending operations, with a primary emphasis on consumer, real estate and participation/business lending, loan servicing, and collections. Ensure that departments within Lending Services and across the organization are working together to provide effective, efficient, and quality service to members and internal customers. You will be expected to facilitate the growth of the Credit Union through the development, execution, and management of lending and collections strategic initiatives aimed at fostering continuous improvement and innovation, all while ensuring strict compliance with regulatory requirements.</p><p><b>
Key Areas of Focus...</b></p><ul><li><b>
Lending Strategy and Leadership</b> - Develop and implement a comprehensive lending strategy aligned with the credit union&rsquo;s goals and member needs.</li><li><b>
Consumer and Real Estate Lending Oversight</b> - Provide strategic direction and ensure the management and optimization of the consumer and real estate lending functions, including loan origination, underwriting, and closing processes.</li><li><b>
Collections Management</b> - Provide strategic direction and ensure the management and optimization of the Member Business Loans/Participation loan portfolio.</li><li><b>
Loan Servicing</b> - Provide strategic direction and ensure the management and optimization of loan servicing.</li><li><b>
Risk Assessment and Mitigation</b> - Conduct thorough risk assessments related to lending activities, identifying potential risks, and implementing mitigation strategies.</li><li><b>
Policy Development and Compliance </b>- Responsible for the annual development and update of lending policies and procedures to ensure compliance with regulatory requirements and internal standards.</li><li><b>
Performance Monitoring and Reporting</b> - Establish key performance indicators (KPIs) for lending functions and regularly monitor and report on performance against targets.</li><li><b>
Member Engagement and Internal Communications</b> - Collaborate with marketing and other Operations areas to enhance member engagement through lending products and services.</li><li><b>
Team Development and Training - </b>Lead, mentor, and develop the lending team, fostering a culture of excellence and continuous learning.</li><li>
Any other duties as assigned.</li></ul><p><b>
You should have:</b></p><ul><li>
Minimum seven years managing consumer, indirect, and real estate lending, along with collections experience and at least three years in a senior leadership role</li><li>
BA/BS in Business, Finance or Accounting or equivalent experience preferred</li><li>
Proficient with Microsoft Office and MeridianLink Administration</li><li>
Credit Union or financial institution experience</li><li>
Must be registered through the National Mortgage Loan System (NMLS) and must maintain registration</li><li>
Exceptional written and verbal communication</li><li>
 Ability to generate innovative ideas, concepts, processes and execute them successfully</li><li>
Familiarity with loan promotions and marketing practices.</li></ul><p><b>
Preferred:</b></p><ul><li>
Business Accounts/Lending experience is a plus</li><li>
Symitar and MeridianLink knowledge and experience are a plus</li></ul><p><b>
When you join FedChoice</b></p><p>
You are not joining just another credit union; you are joining a progressive financial institution. At FedChoice Federal Credit Union, we offer an altogether better banking experience for federal employees and their families and an altogether better working experience for FedChoice employees.</p><p><b>
Our competitive benefits and perks include</b></p><ul><li>
Working in comfortable attire like jeans and sneakers</li><li>
A day off on your birthday</li><li>
Learning &amp; Development opportunities</li><li>
Tuition Reimbursement</li><li>
Employee Assistance Program</li><li>
Employee Loan Rates</li><li>
Medical, dental, vision, and life insurance</li><li>
401(k) match</li><li>
Flexible Spending Account or Health Savings Account</li></ul><p><b>
FedChoice is an equal-opportunity employer.</b></p></div>

VP of Lending

Collin County Community College

<div><div>Primary Location:</div>
3452 Spur 399, McKinney, Texas, 75069<div></div><div>
We are searching for candidates that meet the required qualifications and experience and are able to perform the essential duties and responsibilities.</div><div></div><div>
Job Summary:</div>
Provide advanced administrative support for the vice president of academic operations, including coordination of the daily schedule of appointments, meetings, conferences (on and off campus) and travel arrangements. Take minutes when necessary. Prepare agenda and other documents and completes tasks assigned related to a variety of meetings. Participate in data analysis and planning pertaining to districtwide course scheduling.<div></div><div>
Required Qualifications:</div><div>
Essential Duties and Responsibilities</div><ul><li>
Answer inquiries and transmit instructions and recommendations on behalf of the vice president and in the absence of the vice president. Represent the vice president and the department in communications with administrators, faculty staff, students, public officials, and the community. Inform vice president and department staff of actions and recommendations on their behalf.</li><li>
Prepare a wide variety of forms, documents and reports, including contracts, financial records and forms, state or county documents and reports, enrollment and scheduling reports, board and division meetings, conferences, and travel records; creates and maintains filing system as required by law; proofreads all work to ensure accuracy, etc.</li><li>
Assist with preparation, revision, implementation, maintenance and monitoring of the division budget. Orders office supplies, equipment and services through appropriate purchasing system. Process numerous financial documents according to Business Office procedures.</li><li>
Assist in planning, hosting, and supporting official events sponsored by the President's Office.</li><li>
Use current systems to acquire needed information on students, faculty loads, facilities scheduling, and budget. Maintains confidentiality in all matters related to the executive's office, including organizational plans and human resources matters.</li><li>
Open, sort and distribute mail and electronic communications as needed. Maintain filing system including correspondence and inventory records.</li><li>
Serve as backup and assist districtwide executive assistants as needed.</li><li>
Attend necessary training classes as required and seeks out those classes which add further support to the executive's office. Maintain the division website.</li><li>
May supervise staff, other office personnel and/or student assistants including hiring, staffing and evaluating performance of assigned staff.</li><li>
Maintain working knowledge of college policies and procedures and respond to emergency situations in a calm and professional manner.</li></ul><div></div><div>
Supplemental Functions</div><ul><li>
Perform other duties as assigned.</li><li>
Perform all duties and maintains all standards in accordance with college policies, procedures and Core Values.</li></ul><div><br>
<br>
Knowledge, Skills, and Abilities</div><ul><li>
Knowledge of entry level accounting</li><li>
Knowledge of Microsoft Word and Excel</li><li>
Knowledge of college policies and procedures</li><li>
Knowledge of Banner, Argos, WorkDay, and Ad Astra</li><li>
Prioritization skills Research skills</li><li>
Customer service skills</li><li>
Proofreading skills</li><li>
Organizational skills</li><li>
Multi-tasking skills</li><li>
Ability to pay attention to detail</li></ul><div><br>
<br>
Physical Demands, Working Conditions and Physical Effort<br>
Sedentary Work - Exerting up to 10 pounds of force occasionally, a negligible amount of force frequently, and/or constantly having to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Positions in this class typically require talking, hearing, seeing, grasping, standing, walking and repetitive motions. Relatively free from unpleasant environmental conditions or hazards. Office environment. Little physical effort required.<br>
<br>
Requirements<br>
Associate degree from an accredited institution.</div><div>
Four (4) years of related experience.<br>
<br>
<i>Equivalency Language</i><br>
An additional two (2) years of directly related experience may be substituted for the associate degree requirement.</div><div></div><div>
**This position is Security Sensitive, therefore, candidates will be subject to a criminal background check.**</div><div></div><div><i>
The above description is an overview of the job. It is not intended to be an all-inclusive list of duties and responsibilities of the job as duties and responsibilities may change with business needs. Collin College reserves the right to add, change, amend, or delete portions of this job description at any time, with or without notice. Reasonable accommodations may be made by Collin College at its discretion to enable individuals with disabilities to perform essential functions.</i></div><div></div><div>
Required &amp; Preferred Qualifications (if applicable):</div><div></div><div><i>
The intent of this job description is to provide a representative summary of the types of duties and responsibilities that will be required of the positions given this title and shall not be construed as a declaration of the specific duties and responsibilities of any particular position. Employees may be requested to perform job-related tasks other than those specifically presented in this description. Fair Labor Standards Act (exempt/non-exempt) is designated by position. The employer actively supports Americans with Disabilities Act and will consider reasonable accommodations.</i></div><div></div><div>
***This is a Security Sensitive position. Therefore, candidates will be subject to a criminal background check.***</div><div></div><div>
Compensation Type:</div>
Salary<div></div><div>
Employment Type:</div>
Full time<div></div><div>
Hiring Minimum</div>
$57,200.00<div></div><div>
Hiring Maximum</div>
$69,763.00<div></div><div>
Compensation is determined based on experience.</div><div></div><div>
**Application submission deadline is 12am of the date listed.**</div>
04/02/2026<div><i>
Collin College is an Equal Opportunity Employer and does not discriminate on the basis of any characteristic protected by applicable law.</i></div></div>

Executive Assistant P-12 Partnerships and Districtwide Scheduling

Bank of America

<div><p><b>Job Description:</b></p><p></p><p>
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.<br>
<br>
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.<br>
<br>
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.<br>
<br>
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!</p><p><b><br>
Job Description:</b><br>
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.</p><p></p><p><b>
Responsibilities:</b></p><p></p><ul><li>
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities</li><li>
Assists, educates, and trains clients on conducting simple transactions through self-service technologies</li><li>
Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy</li><li>
Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping</li><li>
Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements</li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li>
Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment</li><li>
In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months</li><li>
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li><li>
Collaborates effectively to get things done, building and nurturing strong relationships</li><li>
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li><li>
Confident in identifying solutions for helping new and existing clients based on their needs</li><li>
Strong written and verbal communications skills</li><li>
Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)</li><li>
Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances</li><li>
Applies strong critical thinking and problem-solving skills to meet clients' needs</li><li>
Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li><li>
Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)</li><li>
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
</li></ul><p></p><p><b>Desired Qualifications:</b></p><ul><li>
Associate's Degree or Bachelor's Degree in business, finance or a related field</li><li>
Experience working in a financial center where goals were met or exceeded</li><li>
Retail and/or sales experience in a salary plus incentive environment</li><li>
Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded</li><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Knowledge of banking products and services</li><li>
Strong computer skills including Microsoft applications and previous experience utilizing laptop technology</li></ul><p></p><p><b>
Skills:</b></p><ul><li>
Active Listening</li><li>
Business Acumen</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Problem Solving</li><li>
Account Management</li><li>
Client Experience Branding</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Relationship Building</li><li>
Business Development</li><li>
Pipeline Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Referral Management</li></ul><p></p><p><b>
Minimum Education Requirement:</b> High School Diploma / GED / Secondary School or equivalent</p><p></p><p>
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.</p><p></p><p><b>
Shift:</b></p>
1st shift (United States of America)<p></p><p><b>
Hours Per Week:</b></p>
40</div><p></p>

Senior Banker --- Fountain Valley Financial Center

Citi

<div><p>The Relationship Associate is a strategic professional who stays abreast of developments within their own field and contributes to directional strategy by considering their application in their job and the business. They are recognized as a technical authority for an area within the business and require basic commercial awareness. This role typically involves working with multiple individuals across the business who provide similar subject matter expertise. Developed communication and diplomacy skills are required to guide, influence, and convince others, particularly colleagues in other areas and occasional external customers. This role has a significant impact on the area through complex deliverables. It provides advice and counsel related to the technology or operations of the business and impacts an entire area, eventually affecting the overall performance and effectiveness of the sub-function/job family.</p><p></p><p><b>
Responsibilities:</b></p><ul><li><p>
Build relationships with client network and operational teams, serving as a key contact for internal requests/problem escalation and resolution, and with various internal and external audiences to ensure timely problem resolution.</p></li><li><p>
Partner with Relationship Manager and Product Partners to perform various tasks for Know Your Client (KYC) requirements, including timely origination, liaising and monitoring case renewals and record completion to meet regulatory benchmarks across all product and marketing levels.</p></li><li><p>
Work with stakeholders and product partners to onboard new clients/new subsidiaries for credit, liability, treasury and trade setup completion.</p></li><li><p>
Represent Banking Coverage Team in client meetings and assist with Banker activities in the absence of a Banker, including closing transactions and making decisions, as needed.</p></li><li><p>
Understand AML Policy and liaise with KYC Ops, SAMs, and Country Compliance Officers regarding country-specific policies in the client lifecycle.</p></li><li><p>
Collaborate with Transaction Management, Onboarding, and Internal Partners, including Legal, on documentary and data requirements for deal execution.</p></li><li><p>
Coordinate with internal Compliance organization for approvals related to red flag alerts, OFAC, and complex Compliance Risk matters.</p></li><li><p>
Perform internal client financial identifier creation/maintenance, including mapping and hierarchy data integrity in relevant Citi systems.</p></li><li><p>
Liaise internally and externally regarding Credit Risk deal execution, including Loans, FX, LCs etc., and coordinate credit requests and approvals from Citi's global network.</p></li><li><p>
Work with Service partners to perform financial and operational investigations, including credit, foreign exchange, cash management, and trade services, ensuring timely resolution for client satisfaction.</p></li><li><p>
Help clients access Citi's global network, locating local coverage and product support across the globe.</p></li><li><p>
Engage with product partners and Citi's global network to identify revenue opportunities and position specific products with clients.</p></li><li><p>
Demonstrate a proactive approach in strengthening business relationships with clients, delivering a simple, secure, and seamless client experience.</p></li><li><p>
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.</p></li><li><p>
Convey sound ethical judgment regarding personal behavior, conduct, and business practices with procedural escalating, management, and reporting control issues.</p></li></ul><p></p><p><b>
Qualifications:</b></p><ul><li><p>
6-10 years of relevant experience, with a broad knowledge of commercial banking products and processes and documentation requirements.</p></li><li><p>
Proven track record of providing sound banking and financial advice and solutions to clients.</p></li><li><p>
Ability to work effectively in a team setting.</p></li><li><p>
Strong relationship and portfolio management experience.</p></li><li><p>
Ability to be client-focused and results-oriented.</p></li><li><p>
Comprehensive knowledge of treasury modeling and philosophy (funding model, cash management strategy, decision making, subsidiary support policy, wallet sharing, etc.).</p></li><li><p>
Superior communication and organizational skills, with excellent written and verbal communication competencies.</p></li><li><p>
Highly focused, able to rapidly identify key priorities, and clearly communicate those priorities.</p></li><li><p>
Passion for creating new business opportunities with existing clients and demonstrates innovative approaches to meeting clients' needs.</p></li><li><p>
Able to quickly adapt priorities based on the latest data insights.</p></li><li><p>
Education: Bachelor's degree, Master's degree preferred.</p></li></ul><p><br>
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.</p><p></p><p>
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Job Family Group:
</b></p>Commercial and Business Sales<p>
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Job Family:</b></p>
Commercial Sales Support<p>
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Time Type:</b></p>
Full time<p>
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Primary Location:</b></p>
New York New York United States<p>
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Primary Location Full Time Salary Range:</b></p>
$116 880,00 - $175 320,00<p><br>
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.</p><p>
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Most Relevant Skills
</b></p>Please see the requirements listed above.<p>
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Other Relevant Skills
</b></p>For complementary skills, please see above and/or contact the recruiter.<p>
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Anticipated Posting Close Date:</b></p>
abr 03, 2026<p>
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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.</i></p><p></p><p><i><br>
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 </i><i>Accessibility at Citi</i><i>.</i><br>
<br>
<i>View Citi&rsquo;s </i><i>EEO Policy Statement</i><i> and the </i><i>Know Your Rights</i><i> poster.</i></p></div>

Citi Commercial Bank - Relationship Associate, Consumer & Retail Products - Vice President

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