Managed Banking

Managed Banking Finance Jobs

7 jobs found

Business Banking Relationship Manager, Ulster, Sullivan and Orange Counties

M&T Bank Kingston, NY Hybrid

13d ago

$94k - $157k/yr Full time Manager Banking Business

Manager Banking Business

Apply Now

Job Description

This hybrid remote role based in Kingston, NY supports a portfolio of small business loan and deposit relationships at M&T Bank, with a salary range of USD 94,400 to 157,400 per year.

Overview

This position manages a defined portfolio of loan and deposit relationships with small business clients, pursuing new business, evaluating risk, and making credit decisions while servicing existing clients through the bank's relationship management program. The role collaborates with branch partners to market to business customers and cross-sell the bank's broader product suite.

Responsibilities

Cultivate new business relationships with prospects while servicing the current commercial client base; meet performance targets set by management.
Partner with branch teams to optimize sales to business customers and cross-sell bank products; develop a network with accountants, attorneys, and other centers of influence.
Assess credit data and loan requests to determine appropriate loan structures that balance risk and revenue; negotiate with underwriters and clients to optimize outcomes.
Meet revenue targets ranging from $150 million to $400 million.
Generate loan production between $4 million and $8 million.
Produce deposit balances between $400 million and $2 million.
Oversee a loan portfolio valued at $7.5 million to $20 million.
Manage approximately 15 to 40 relationship-managed clients.
Engage in all business banking and retail sales sprints; achieve call targets and product sales goals such as cash management and Visa Merchant services; participate in civic and cultural programs; apply prescribed selling techniques to maximize opportunities.

Requirements

Bachelor's degree required.
Minimum four years of related sales or banking experience, or an equivalent combination.
Proficiency with personal computers and department software.
Ability to read and interpret financial statements and tax returns.
Solid credit analysis skills to evaluate loan requests.
Strong knowledge of Cash Management, Merchant Services, and Trade Services offerings for business banking clients, with the ability to identify sales opportunities within these product lines.
Excellent interpersonal and presentation skills.

Scope of Responsibilities

Demonstrated ability to sell effectively to prospects and existing clients while retaining relationships.
Collaborate closely with internal contacts to service clients and ensure seamless delivery of bank services.

View full job page →

Client Relationship Specialist- Ultra High Net Worth- Westlake, TX

Charles Schwab Westlake, TX

23d ago

$50k - $78k/yr Full time .NET Banking Charles Schwab

.NET Banking Charles Schwab

Apply Now

Job Description

Your Opportunity

In addition to the base salary range, this role is also eligible for bonus or incentive opportunities. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s): Westlake, TX

Position Type: Regular

About the Ultra High Net Worth Team

Schwab's Ultra High Net Worth team is part of the broader Investor Services Organization. The group provides advice and counsel to individuals and families regarding wealth management needs, including retirement planning, education, investment management, estate and tax planning, active investing, managed banking, and lending requirements.

Your Role

As a Client Relationship Specialist (CRS) for Ultra High Net Worth, you will bring a passion for customer service to a role that supports growth within the financial services industry. You will play a pivotal role in the operational success of the Wealth Services Schwab branches, working under the guidance of the Client Relationship Manager to deliver an exceptional client experience. Your work will focus on maintaining service levels, addressing client escalations, and delivering resolutions that satisfy client, branch, and company needs. Building strong, personal relationships with clients is central to our business strategy. There is a clear growth path and ample opportunities to deepen your expertise.

Licensing

Licensing requirements for this role are not mandatory, but the Series 7 and 63 licenses are highly preferred and recommended for the Ultra High Net Worth team. Schwab will support you in achieving the Series 7 and 63/66 licenses to support your career development within Schwab.

What you have

What you are good at: Building strong, personal relationships with our clients is a key component of our business strategy. Our Client Relationship Specialist will pursue this mission by delivering unparalleled value, excellent service and providing a positive client experience.

Qualifications

Must have 2+ years of Client/Customer Service experience
Must have previous experience in Banking, Financial Services, Wealth Management, and/or Securities industry
Highly Preferred qualifications: Active and valid FINRA Series 7 and 63 licenses

Essential skills

Ability to adapt to changes in the market and business
Strong written and oral communication skills in addition to attention to detail
Robust communication, influencing and client engagement skills
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Building and fostering good cross enterprise working relationships
Ability to manage multiple client situations, needs, and inquiries simultaneously, and prioritize accordingly
Demonstrated experience handling client concerns and issues with tact and diplomacy
Outstanding written and oral communication skills
Effective time management skills, with the ability to prioritize issues and invest time where appropriate
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Build and maintain good cross enterprise working relationships

What’s in it for you

At Schwab, you are empowered to shape your future. Growth is supported through meaningful work, continuous learning, and a culture of trust and collaboration, enabling you to develop skills that create a lasting impact.

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Location

Westlake, TX 76262

View full job page →

J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA

JPMorganChase Irvine, CA

29d ago

$71k - $105k/yr Full time Advisor Banking Branch

Advisor Banking Branch

Apply Now

Job Description

If you believe investment guidance should feel like a personal relationship with a trusted partner and you want top tier technology and support to help you deliver that experience, this role is a strong fit. As a Personal Advisor within J.P. Morgan Wealth Management’s National Branch Personal Advising group, you will collaborate with clients to develop customized financial plans aligned to their goals. You will meet clients mainly through scheduled appointments via video or phone, build a tailored financial plan for each client, and connect clients with investment portfolios designed and managed by J.P. Morgan’s Chief Investment Officer. You will also provide timely advice to existing clients as priorities shift, helping them navigate changes in their finances and their lives. Personal Advisors operate full time in an office environment to serve a full book of clients. Location: Irvine, CA 92614.

What you'll do

Apply knowledge of investments, wealth planning, credit, and banking concepts to help clients reach their financial goals
Convert high quality leads into new clients and maintain those relationships
Adopt a solution oriented mindset to pursue the best possible outcomes for all clients
Ensure that proposed solutions meet clients' short, medium, and long term needs through holistic goals based planning
Demonstrate strong organizational skills and maintain a disciplined approach throughout the day
Educate clients about the digital products available to help monitor, maintain, and achieve their financial goals

Required qualifications, capabilities, and skills

Active Series 7 license
Active Series 66 (63/65) license or ability to obtain within 60 days of starting in the role as a condition of employment
This role requires licensing in all states

Preferred qualifications, capabilities, and skills

At least 3 years of relevant financial services or brokerage experience, with emphasis on financial planning
Bachelor’s degree preferred
CFP preferred

Federal Deposit Insurance Act

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. Consequently, an employment offer is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

Compensation and Benefits

We offer a competitive total rewards package that includes base salary determined by the role, experience, skill set, and location. Eligible roles may also include commission-based pay and/or discretionary incentive compensation, paid in cash or forfeitable equity, based on individual achievements and contributions. In addition, a comprehensive suite of benefits is available to eligible employees, alongside programs designed to support work-life balance. Details on total compensation and benefits will be provided during the hiring process.

Comprehensive health care coverage
On site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Additional programs to meet employee needs

About Us

JPMorgan Chase & Co. is a storied financial institution offering innovative solutions to millions of consumers, small businesses, and a wide range of corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With a history spanning more than two centuries, we are a leader across investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. We provide equal opportunity employment and value diversity and inclusion, without discrimination based on protected characteristics. We also offer reasonable accommodations for religious practices, mental health, or disability needs. Additional information about accommodations is available during the hiring process.

About the Team

J.P. Morgan's Global Banking business stands as one of the world’s largest wholesale banking client franchises. We serve a diverse client base that includes corporations, governments, states, municipalities, healthcare organizations, educational institutions, banks, and investors. Commercial Banking services cover credit and financing, treasury and payment services, international banking, and real estate services for clients such as corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.

View full job page →

Regional Consultant, Special Services

KeyBank National Association Boston, MA Hybrid

30d ago

$71k - $125k/yr Full time Asset Custody Benefit Payments Client Service

Asset Custody Benefit Payments Client Service

Apply Now

Job Description

Location

Hybrid remote in Boston, MA 02110

Job Summary

The Regional Consultant, Special Services oversees a portfolio of institutional clients focused on custodial services, including management of benefit payments. This role collaborates with Institutional Advisors (IAs) and Philanthropic Consultants to provide specialized servicing guidance and solutions, supporting client growth and acquisition across corporate, ERISA, government, and nonprofit sectors. The Regional Consultant manages complex custody relationships, ensuring proactive service delivery and strong client management.

Essential Job Functions

Oversee a portfolio of clients receiving custodial services, including benefit payments.
Collaborate with Institutional Advisors on new special servicing opportunities in corporate, ERISA, government, and nonprofit markets.
Provide regional sales support and client advisory assistance, with travel as needed.
Support client expansion by identifying and delivering solutions tailored to client needs.
Deliver service and guidance related to both custody and benefit payments.
Ensure accurate, superior, and proactive service delivery in line with governing documents, policies, and regulatory requirements.
Partner with Philanthropic Consultants to deliver special services, reporting, and solutions for nonprofit client acquisition and servicing.
Develop and maintain strong client relationships, serving as a trusted advisor and advocate.
Mentor other team members to enhance consulting and advisory capabilities.
Conduct regular client reviews and solicit feedback to improve service delivery and identify new opportunities.
Retain and expand client relationships through consultative engagement and proactive solutions.
Ensure all client relationships are managed in compliance with organizational policies, procedures, and regulatory requirements.
Analyze and interpret legal documents for client relationships and apply sound fiduciary judgment.

Required Qualifications

Bachelor’s degree in business, finance, accounting, or related field.
A minimum of 10 years of experience in institutional banking, trust/custody administration, or investments.
Experience managing complex custody relationships.
Strong analytical, communication (oral and written), interpersonal, and problem resolution skills.
Working knowledge of custodial services and benefit payment processing.
Familiarity with regulatory requirements and compliance standards.
Strong PC skills, especially Excel, Word, and PowerPoint.

Required Skills

Client service excellence: proven ability to deliver high-quality, proactive guidance to institutional clients.
Relationship management: skilled at building and maintaining strong client relationships with a consultative approach.
Collaboration: effective partnership with internal teams and external advisors to deliver comprehensive solutions.
Market knowledge: understanding of corporate, ERISA, government, and nonprofit markets.
Analytical ability: strong problem-solving skills and attention to detail in managing complex client relationships.
Communication: excellent written and verbal communication skills, with the ability to present complex concepts clearly.
Compliance: knowledge of regulatory requirements and ability to manage risk appropriately.
Workplace approach: Key has implemented an approach to employee workspaces prioritizing in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Posting Expiration Date

04/12/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

View full job page →

International Private Bank- Associate Banker- LatAm Brazil

JPMorganChase Miami, FL

1mo ago

Full time MBA Asset Allocation Associate

MBA Asset Allocation Associate

Apply Now

Job Description

Overview

We are actively seeking exceptionally talented individuals who are collaborative, confident and motivated to deliver a first class client experience within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and seek ongoing challenges, J.P. Morgan is the right place for you. You will join a team of skilled colleagues from other markets, businesses and functions to support your career progression.

Responsibilities

Provide support to the Senior Banker on daily client priorities
Assist the Senior Banker during the sales process and ongoing client management, including reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs
Support the Senior Banker with client hierarchy and pipeline management
Assist in the sale of investments, banking and trust services, including asset allocation on structured and managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identifying wealth planning opportunities

Required Qualifications, Capabilities, and Skills

Bachelor’s Degree required
Series 7 and 66 licenses required for the position; unlicensed candidates may be considered but must obtain licenses within 90 days of start date
Sales or origination experience
Fluent in English and Portuguese

Preferred Qualifications, Capabilities, and Skills

MBA, JD, CFA, or CFP preferred
Excellent communication skills
Strong analytical and quantitative abilities
Ability to multitask and manage priorities effectively
Ability to learn proprietary software and databases; proficiency with wealth planning software including Planning Station modules, WA models, MAPS/CHART as appropriate

About Us

JPMorgan Chase & Co. is a longstanding financial institution offering innovative financial solutions to millions of consumers, small businesses and many of the world’s leading corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans more than 200 years and we are leaders in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We provide a competitive total rewards package including base salary determined by the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, in recognition of individual achievements and contributions. We offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Compensation and Benefits

We offer a competitive total rewards package including base salary determined by the role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of protected attributes, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also provide reasonable accommodations for applicants and employees' religious practices and beliefs, as well as mental health or physical disability needs. More information about accommodations is available in our FAQs.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise across the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Location

Miami, FL 33131

View full job page →

Portfolio Manager II, Business Banking

Wintrust Financial Arlington Heights, IL

1mo ago

$85k - $110k/yr Full time Manager Banking Business

Manager Banking Business

Apply Now

Job Description

Overview

Wintrust delivers community and commercial banking, specialty finance, and wealth management through 16 bank charters and nine non-bank affiliates. We combine the capabilities of a large institution with the personal, relationship-driven service of community banking. Our client base spans all 50 states, supported by more than 200 branch locations across Illinois, southwest Florida, northwest Indiana, western Michigan, and southern Wisconsin, along with commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, MI, and other key Illinois locations. Our people are the heart of the business, and we are consistently recognized as a top place to work. Wintrust is a $66 billion financial institution headquartered in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under WTFC.

Responsibilities

Prepare and present Credit Approval Presentations (CAPs), summarizing trends and reporting findings.
Evaluate commercial credit requests of varying complexity by reviewing business and individual credit and financial information to assess credit risk.
Assess financial statements and tax returns to determine repayment ability; identify trends affecting repayment, collateral, or operational viability; propose risk rating adjustments supported by changes in financial condition or collateral.
Perform collateral analyses aligned with cash-flow and CRE lending principles.
Communicate directly with Relationship Managers and, when needed, clients to enable timely underwriting of credit requests.
Foster open dialogue and collaboration with the Real Estate Group, Credit Administration, Loan Operations, Managed Assets, and other support teams.
Monitor loans and test covenants; assist with loan closings and maintain credit files and compliance reviews.
Demonstrate urgency in addressing client requests while maintaining acceptable risk parameters to identify issues and implement timely loan modifications and risk-rating updates as appropriate.

Qualifications

Bachelor’s degree in accounting, finance, business, or equivalent.
3+ years of commercial and industrial underwriting and/or portfolio management experience, with working knowledge of the banking environment, products, supporting processes, and technology.
Formal bank credit training is preferred, with a solid understanding of general credit and risk principles, and banking policies/procedures.
Proficiency in MS Office (Excel, Word, PowerPoint) and financial forecast models; experience with the nCino loan origination platform is a plus.
Strong analytical and organizational skills with the ability to proactively manage and prioritize workflow.
Strong interpersonal skills with a proven ability to establish client relationships and work within a team environment.

Benefits

Medical Insurance
Dental
Vision
Life insurance
Accidental death and dismemberment
Short-term and long-term Disability Insurance
Parental Leave
Employee Assistance Program (EAP)
Traditional and Roth 401(k) with company match
Flexible Spending Account (FSA)
Employee Stock Purchase Plan at 5% discount
Critical Illness Insurance
Accident Insurance
Transportation and Commuting Benefits
Banking Benefits
Pet Insurance

Compensation

The estimated salary range for this role is $85,000 - $110,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.

About Wintrust

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all

Location

Arlington Heights, IL 60005

View full job page →

Client Relationship Specialist- Ultra High Net Worth

Charles Schwab Orlando, FL

1mo ago

$50k - $75k/yr Full time .NET Charles Schwab Client

.NET Charles Schwab Client

Apply Now

Job Description

Position Type

Regular

Location

Orlando, FL 32802

Your Opportunity

This role provides a base salary range with eligibility for bonus or incentive opportunities. We value in-office collaboration and expect the selected candidate to work on site in Orlando, FL.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Our Ultra High Net Worth team is part of the broader Investor Services Organization and focuses on delivering advice and counsel to individuals and families with wealth management needs, including retirement planning, education, investment management, estate and tax planning, active investing, managed banking, and lending needs.

As a Client Relationship Specialist (CRS) – Ultra High Net Worth, you will bring your passion for customer service to a role and firm that supports your growth in the financial services industry. You’ll play a pivotal role in the operational success of Schwab Wealth Services branches. Under the guidance of your Client Relationship Manager, you will help deliver an unparalleled client experience. You will pursue this mission by consistently managing service levels, client escalations, and providing resolutions that meet the needs of the client, Wealth Services Branches, and the company. Building strong, personal relationships with clients is a key component of our business strategy.

Development and growth are central to this role, offering a clear growth path and numerous opportunities to deepen your expertise. If you’re seeking a stepping stone into the financial services industry that enables you to work with clients, expand your knowledge, and build a lifelong career, this may be the opportunity for you.

While licensing (Series 7 and 63) is not required for the CRS role, it is highly preferred and recommended for the Ultra High Net Worth team. Schwab will support you in obtaining the Series 7 and 63/66 licenses to advance your Schwab career path goals.

What you have

We value the ability to build strong, personal relationships with clients as a central element of our business strategy.

What you are good at

Our Client Relationship Specialist will pursue this mission by delivering exceptional value, outstanding service, and a positive client experience.

Required Qualifications

2+ years of client/customer service experience
Previous experience in Banking, Financial Services, Wealth Management, and/or Securities industry

Highly Preferred Qualifications

Active and valid FINRA Series 7 and 63 licenses

Essential Skills

Adaptability to changes in the market and business environment
Strong written and oral communication with attention to detail
Effective communication, influence, and client engagement abilities
Ability to work independently and as part of a team while handling multiple tasks
Skill in building and maintaining cross-enterprise relationships
Capability to manage multiple client situations, needs, and inquiries simultaneously and prioritize accordingly
Experience addressing client concerns with tact and diplomacy
Outstanding written and oral communication skills
Effective time management and the ability to prioritize issues appropriately

What’s in it for you

At Schwab, you’re empowered to shape

View full job page →

Managed Banking Finance Jobs

Business Banking Relationship Manager, Ulster, Sullivan and Orange Counties

Client Relationship Specialist- Ultra High Net Worth- Westlake, TX

J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA

Regional Consultant, Special Services

International Private Bank- Associate Banker- LatAm Brazil

Portfolio Manager II, Business Banking

Client Relationship Specialist- Ultra High Net Worth

Get Job Alerts