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SmartRIA Finance Jobs

8 jobs found

Financial Advisor

RedBalloon LLC Moscow, ID Hybrid

18d ago

$50k - $200k/yr Full time Advisor Budgeting Cash Flow

Advisor Budgeting Cash Flow

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Job Description

RedBalloon LLC invites applications for a fiduciary, fee-only Financial Advisor in Moscow, ID with hybrid work options. The role involves taking over a small client book with supported prospecting; CFP certification is preferred, relocation assistance is available, and remote work is negotiable; there is potential for rapid advancement to lead or senior advisor.

Responsibilities

Assist Advisors in understanding and supporting their clients’ financial goals
Develop and implement customized financial plans covering retirement, estate planning, tax strategies, investment approaches, and budgeting
Prepare investment reviews and personalized meeting materials for advisors and their clients
Use planning software such as MoneyGuidePro, Nitrogen, Morningstar Advisor Workstation, Holistiplan, and other tools to create and maintain financial scenarios and reports
Keep financial plans current and responsive to client needs
Research, teach, and analyze financial planning topics as needed
Help design, implement, and maintain model portfolios across all client accounts
Assign appropriate investment models to client portfolios and document changes with detailed notes
Monitor client portfolios regularly and alert Lead Advisors to deviations from targets or notable performance issues
Assist with non-qualified account management for tax loss/gain harvesting
Support rebalancing activities, including data entry, documentation, and communication with operations staff
Coordinate with custodians or trading platforms to ensure accuracy in portfolio implementation
Maintain awareness of market trends and their potential impact on model portfolios
Support investment committee work by gathering data, running reports, and participating as requested
Enter and track tasks in Redtail CRM; maintain accurate and timely follow-ups
Complete Smart RIA compliance tasks within 30 days of assignment
Assign and manage workflows and service tasks related to compliance and client service
Report any written client complaints promptly and appropriately
Actively participate in team meetings, maintaining professionalism, punctuality, and preparedness
Delegate tasks to support staff as needed and follow through on assigned responsibilities
Maintain conduct that reflects the firm’s core values, including courage, curiosity, truth, and wisdom
Align with the firm’s guiding belief that True Wealth is found in Christ alone
Ensure timely completion of investment reviews and service tasks
Maintain accuracy and preparedness of meeting deliverables
Contribute to firm growth and client retention over time

Requirements

2-3 years of financial advising experience
CFP certification
Series 65 license or ability to obtain within 3 months
Highly organized with strong attention to detail
Ability to work independently
Excellent communication skills with a teaching-oriented approach

Technologies

MoneyGuidePro
Nitrogen
Morningstar Advisor Workstation
Holistiplan
Redtail CRM
LPL Financial

Benefits

Relocation assistance available for the right candidate
Training, continuing education units (CEU), and registration fees covered
401(k) with employer matching at six months
Paid time off: two weeks vacation, plus office closures when the market is closed
Remote or hybrid work environment with a flexible schedule; remote work possible as long as five business days per month are worked on site in Moscow, Idaho
Marketing and lead generation provided to grow your book of business
Mentorship by a senior advisor
Administrative assistance with client accounts

About Us

We were founded in 2021 by Neal Richards due to the rapid growth of his practice at a small independent RIA firm
We are a small and nimble team with four employees, providing planning services (utilizing MoneyGuide Pro and Nitrogen) and asset management through LPL Financial
Our core values are Curiosity, Courage, Truthfulness, and the principle that Wealth is found in Wisdom
As a regional Dave Ramsey SmartVestor associated professional, we offer a reliable investment strategy and compatible financial planning grounded in biblical principles
Axiom is a rapidly growing, federally regulated RIA, with expectations of continued growth and a need for flexibility in adopting new technologies and services; this expansion presents opportunities for the right candidate

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Associate Trader Fixed Income

U.S. Bank National Association Minneapolis, MN

26d ago

$93k - $109k/yr Full time 401k Associate Banking

401k Associate Banking

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Job Description

Overview

We are committed to helping customers and businesses make smarter financial decisions while supporting the communities we serve. Each team member contributes to our shared ambitions, and every individual brings unique potential. This role offers a broad and evolving set of opportunities to grow, acquire new skills, and excel from Day One. Location: Minneapolis, Minnesota 55402.

Responsibilities

Oversee the profitable execution of fixed income securities purchases and sales to meet the needs of investment portfolio managers, investment managers, clients, and other stakeholders.
Enter buy and sell orders for fixed income securities at advantageous prices, considering order size, available supply, and current market conditions.
Maintain awareness of developments and trends in corporate and specialized securities markets to anticipate changes and support timely planning and execution.
Ensure accurate and compliant transaction processing by maintaining detailed records in line with established policies and procedures.
Build and sustain strong working relationships with brokers and securities dealers, negotiating commissions and discounts as appropriate.
Provide investment and company management teams with timely, accurate insights and recommendations related to market trends, trading activity, fixed income pricing, price volatility, and transaction timing.

Basic Qualifications

High school diploma or equivalent
Six months to two years of trading experience within the investment and securities industry

Preferred Skills and Experience

Bachelor’s degree preferred; concentrations in Economics, Finance, Accounting, or a related field are strongly preferred
Working knowledge of fixed income securities, related markets, trading characteristics, and factors influencing price trends
Basic proficiency in trading techniques and methodologies
Experience valuing and pricing fixed income securities
Understanding of trade related activities across securities exchange floors and electronic trading systems
Strong interpersonal and relationship management skills
Effective verbal and written communication skills

Schedule and Location

The role offers a hybrid or flexible schedule, with an in office expectation of three or more days per week and the flexibility to work outside the office location on other days.

Disability Accommodations

If there is anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits

Our benefits and total rewards consider our team members' whole selves and aim to support health, financial security, and peace of mind. Benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here

Equal Opportunity and E Verify

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

U.S. Bank participates in the U.S. Department of Homeland Security E Verify program in all facilities located in the United States and certain U.S. territories. The E Verify program is an Internet based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

Salary

Pay Range: $92,820.00 - $109,200.00

Background Checks and Compliance

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. Background checks are conducted consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act, as well as the San Francisco Fair Chance Ordinance. The bank is subject to, and conducts background checks consistent with, Section 19 of the Federal Deposit Insurance Act. In addition, certain positions may also be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and federal guidelines applicable to an agreement, such as ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Note

Posting may be closed earlier due to high volume of applicants.

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Senior Financial Analyst

Confidential Las Vegas, NV

28d ago

$34 - $50/hr Full time Python Senior Analyst

Python Senior Analyst

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Job Description

Overview

This six month engagement is for a Senior Financial Analyst or Finance Manager at a confidential employer. Location is Las Vegas, NV 89199 with a hybrid work arrangement. The ideal candidate has experience managing a line of business, overseeing forecasting, budgeting, and month end actuals, and can leverage a modern tech stack to build dashboards in Power BI while working with large data sets to tell insights and drive outcomes.

Technical Skills

Advanced Financial Modeling & Analytics
- Driver‑based forecasting models
- Revenue / margin modeling by product (games, cabinets, conversions, leased units)
- Scenario and sensitivity analysis
- ROI, NPV, IRR, payback modeling for commercial initiatives
- Strong command of Excel (Power Query, pivot tables, index/match/xlookup, arrays, macros helpful)
FP&A Systems & Reporting Tools
- Experience with modern planning and reporting systems, typically including Oracle EPM / Hyperion (Planning, Essbase)
- Oracle ERP or similar enterprise systems
- SAP (helpful but not always required)
- Understanding how to pull, validate, and reconcile data across financial systems is key
Business Intelligence & Data Visualization
- Power BI (preferred) and Tableau (nice to have)
- Data modeling using DAX
- Creating dashboards for sales performance, game KPIs, ASP/mix trends, and pipeline analytics
Database & Analytical Tools
- SQL to query large datasets
- Snowflake or similar data lake environments
- Python or R for advanced analysis (optional but differentiating)
Commercial Finance Acumen
- Deal modeling and price‑volume analysis to support sales teams
- Sales pipeline forecasting (Salesforce or equivalent)
- Contract profitability analysis
- Gross margin bridge analysis
- KPI measurement for cabinet install base, yields, and game performance
Presentation & Storytelling Tools
- PowerPoint for executive‑ready slides and financial storytelling
- Data visualization best practices
- Ability to build and present business cases clearly and concisely
Process & Automation Skills
- Experience implementing standardized reporting
- Ability to automate recurring deliverables (Power Query, BI dashboards, macros)
- Familiarity with Jira, Smartsheet, or OneStream is a plus

Key Responsibilities

Financial Planning & Forecasting
- Lead the development of annual budgets, quarterly forecasts, and long‑range plans for global game sales revenue, margins, and key performance indicators.
- Partner with product, sales, and operations teams to validate assumptions, pipeline expectations, and market trends influencing forecast accuracy.
- Build dynamic financial models to support scenario planning and strategic decision‑making.
Business Partnership & Commercial Support
- Serve as the primary finance partner to Global Game Sales leadership, providing analytical insights that influence pricing, portfolio strategy, and market prioritization.
- Evaluate deal structures, customer proposals, and promotional programs to ensure profitability and alignment with corporate goals.
- Support go‑to‑market strategies for new game launches and cabinet performance optimization.
Performance Reporting & Analytics
- Provide monthly reporting packages highlighting revenue performance, unit sales, ASP trends, product mix, and variance analysis.
- Analyze game and cabinet performance data to identify opportunities to drive incremental revenue and improve yield.
- Lead standardization and automation of reporting tools, dashboards, and analytics to improve visibility into business performance.
Financial Governance & Operational Excellence
- Ensure adherence to financial controls, corporate policies, and accounting standards impacting revenue recognition and cost allocation.
- Improve processes to drive efficiency, data integrity, and forecast accuracy.
- Partner with FP&A, Accounting, Commercial Finance, and Corporate teams to support monthly close activities and resolve discrepancies.

Qualifications

Required: Bachelor’s degree in Finance, Accounting, Economics, or related field.
Required: 5+ years of progressive finance or FP&A experience, preferably in gaming, manufacturing, or technology.
Required: Strong analytical and financial modeling skills.
Required: Proven ability to influence cross‑functional partners and present complex information clearly.
Required: Proficiency in Excel, financial systems, and business intelligence tools.
Preferred: MBA, CPA, or related advanced degree/certification.
Preferred: Experience with Oracle, Hyperion, Power BI, or similar analytics platforms.
Preferred: Knowledge of gaming industry sales cycles, product economics, and recurring revenue models.

Key Competencies

Strategic thinking and commercial acumen
Strong communication and executive‑ready presentation skills
Ability to manage ambiguity and solve problems proactively
Detail‑oriented with a commitment to accuracy
High sense of ownership and accountability
Collaborative mindset with the ability to partner globally

Compensation and Location

Pay: $34.17 - $50.00 per hour

Location: Las Vegas, NV 89199 with a hybrid work arrangement (in person on-site in Las Vegas)

Duration: 6 months

Work Arrangement: Hybrid

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Commercial Credit Risk Review Officer I

Bank OZK Little Rock, AR

1mo ago

Full time Audit Banking Commercial

Audit Banking Commercial

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Job Description

Overview

Bank OZK brings more than a 120 year legacy in banking to the table and is widely recognized as a national leader in financial services. The organization blends attentive service with innovative technology to deliver smart financial solutions across the country. Bank OZK supports small businesses, fuels local economies, and helps shape growth in major markets. This listing emphasizes building a rewarding career within a supportive team and a comprehensive benefits program.

The benefits package includes generous paid time off, 401(k) matching, health, dental, and vision insurance, pet insurance, and a range of perks and discounts designed to support physical, mental, and financial wellbeing.

Location

Little Rock, AR 72223

Position

Commercial Credit Risk Review Officer I

Job Purpose & Scope

Evaluate the quality of loan relationships and the effectiveness of internal controls designed to identify, measure, monitor, and manage credit risk.

Essential Job Functions

Perform independent analyses of corporate and personal financial statements and tax returns, assessing repayment viability of sources.
Review loans to determine the strength of underwriting and asset management practices.
Assess credit quality and the accuracy of assigned risk ratings; recommend appropriate ratings based on findings.
Evaluate business line adherence to credit policy and procedures.
Discuss review findings with the Reviewer-In-Charge and provide recommendations.
Ensure asset quality reports and supporting documentation are thorough and support conclusions.
Support a culture of continuous process improvement and uphold the department's professional practice and quality control standards.
Carry out other duties as assigned.

Knowledge, Skills & Abilities

Knowledge of loan documentation, credit analysis, and financial statement review.
Understanding of basic auditing principles.
Ability to review and analyze small to midsize loans with limited complexity.
Strong verbal and written communication skills.
Ability to work effectively both independently and with others.
Desire to learn continuously on the job.
Discretion and sound judgment in decision making.
Capability to manage multiple tasks with tight deadlines in a fast paced environment.
Ability to maintain confidentiality.
Solid organizational, analytical, critical thinking, and problem-solving skills.
Flexibility to adapt to a changing environment and strong attention to detail.
Ability to work with minimal supervision.
Proficiency with computer tools and Microsoft Outlook, including Excel and Word; ability to acquire additional skills as needed.

Basic Qualifications

Bachelor’s degree or equivalent work experience required.
Minimum of two years of commercial lending experience required.
Minimum of two years of commercial credit experience in a regional bank preferred.
RMA Credit Risk Certification (CRC) preferred.

Job Expectations

Operate standard equipment and technology used in a business environment, with or without accommodation.

Note

This description does not constitute an exhaustive list of all job functions, duties, skills, and standards that may be required. Other duties and responsibilities may be added. Management reserves the right to modify job requirements at any time.

EOE Statement

Bank OZK is an equal opportunity employer and considers qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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Financial Consultant

Wells Fargo Coeur d'Alene, ID

1mo ago

Full time Brokerage Client Relations Consultant

Brokerage Client Relations Consultant

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Job Description

Overview

Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about career areas and business divisions at wellsfargojobs.com. In this role you will work with a Financial Advisor to provide clients with financial guidance aligned to their goals and risk tolerance, meet with clients to gather financial information, assess investment profiles, and evaluate client financial needs. You will advise clients on the pros and cons of different financial products and determine which products best fit their circumstances. The objective is to grow and retain client assets and attract potential new clients. Some responsibilities may be delegated by the Financial Advisor. This Loan Originator (LO) position involves customer contact and duties such as needs assessment and referring customers seeking a dwelling secured product to a SAFE team member. It also includes assisting customers without taking an application and without negotiating dwelling secured transaction terms.

Responsibilities

Collaborate with the Financial Advisor to deliver financial guidance aligned with client goals and risk tolerance.
Meet with clients to collect financial information and assess investment profiles.
Evaluate clients’ financial needs and advise on the advantages and disadvantages of various financial products.
Identify suitable financial products based on clients’ needs and financial situations.
Focus on increasing and retaining existing client assets while pursuing new client opportunities.
May be assigned selected responsibilities by the Financial Advisor.
This LO position involves needs assessment for dwelling secured products and referral to a SAFE team member, without taking applications or negotiating terms.

Required Qualifications

2+ years of Investment Advice experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.

Desired Qualifications

Full-service brokerage experience.
Financial advisement or planning experience.
Client relationship management experience.
Knowledge and understanding of Salesforce, Smart Station or other contact management systems.
Financial services sales experience.
High level of initiative and accountability.
Experience developing and cultivating professional relationships.
Strong verbal, written, and interpersonal communication skills.
Solid organizational, multi-tasking, and prioritizing abilities.

Job Expectations and Licensing

Loan Originator (LO) candidates must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. Requirements include assessing financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess financial responsibility and credit fitness, though a credit score is not part of the evaluation. Some candidates will need to complete insurance exams within 90 or 180 days, depending on the number of licenses required, if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted and communicated at offer acceptance (if applicable).

Obtaining and/or maintaining appropriate FINRA licenses is required for ongoing employment in this position. Compliance with state registration and licensing requirements is mandatory. Additional product licenses or SAFE licensing may apply, along with enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required.

Specific compliance policies may apply regarding outside activities and personal investing. Affected employees will need to provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable policy requirements if hired. This position is subject to FINRA background screening requirements. Candidates must successfully complete a background check prior to hire. In accordance with FINRA rules, individuals subject to statutory disqualification are not eligible to be associated with a FINRA registered broker-dealer. Ongoing regulatory obligations include periodic screening and mandatory reporting of certain incidents.

This position is not eligible for Visa sponsorship.

Location and Posting Details

Posting location: 2100 NORTHWEST BLVD STE 180COEUR D ALENE, ID 83814

Posting End Date: 22 Mar 2026

*Job posting may come down early due to volume of applicants.

Equal Opportunity and Inclusion

We Value Equal Opportunity. Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance driven culture which establishes those disciplines as critical to the success of our customers and company. They are responsible for executing risk programs and following Wells Fargo policies and procedures, fulfilling risk and compliance obligations, and escalating and remediating issues as needed. There is emphasis on proactive monitoring, governance, risk identification, escalation, and making sound risk decisions aligned with the business unit's risk appetite and program requirements.

Disability Accommodation and Policy Information

Applicants with Disabilities: Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. To request a medical accommodation during the application or interview process, please visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy and Hiring Requirements

Wells Fargo maintains a drug free workplace. Third-Party recordings are prohibited unless authorized by Wells Fargo. Applicants are expected to represent their own experiences during the recruiting and hiring process.

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Finance Project Manager

ALSTOM Pittsburgh, PA

1mo ago

Full time Manager Compliance Cost Control

Manager Compliance Cost Control

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Job Description

Role overview

ALSTOM designs and delivers transport networks—from high-speed trains and metros to trams, turnkey systems, services, infrastructure, signaling, and digital mobility. With a global footprint of 80,000 colleagues, we are driving greener and smarter mobility, connecting cities while reducing carbon emissions. This is a full-time, hybrid Finance Project Manager role based in Pittsburgh, PA.

In this position, you’ll apply your financial expertise to a cutting-edge field, collaborating with dedicated, cross-functional teams. You’ll shape the financial strategy and performance of key projects, ensure compliance with corporate guidelines and local regulations, and optimize project outcomes. On a daily basis, you’ll partner with teams across the business (Project Management, Contract Management, and Regional Finance), deliver financial analysis and guidance, and contribute to negotiations to support project success.

Key responsibilities

Direct the financials of projects to boost overall performance
Ensure project accounting aligns with company guidelines
Collaborate in the overall project management process alongside Project Managers
Work with the Project Manager to ensure financial strategy success
Provide financial analysis, advice, and guidance to support project decisions
Analyze execution performance and propose action plans to improve contract margins and cash flow
Ensure compliance with local regulations, including tax and statutory accounts
Coach the Finance Project Manager community to implement agility, simplification, and efficiency
Articulate project performance and financial insights at the executive level

All about you

We value passion and a proactive mindset over a fixed checklist. While not every skill is mandatory, the following are presented to help you succeed and grow in this role:

Degree in Accounting, Business, Finance, Engineering, Project Management, or related field
Experience in financial management for large, complex projects
Experience managing complex finance projects within industrial sectors such as construction, civil engineering, rail, or similar industries (desirable)
Knowledge of MS Excel and ERP systems
Familiarity with financial analysis, risk management, and project performance optimization
Excellent verbal and written communication skills in English
Strong organizational abilities and prioritization skills
Leadership capability with the ability to influence others effectively
Strategic thinking and an analytical mindset
Integrity, resilience, and a proactive attitude
Ability to articulate key project messages at an executive level

What you’ll enjoy

Collaborate with experienced project managers, finance experts, and cross-functional teams to drive financial success and adherence to global standards
Develop toward becoming a strategic financial leader with expertise in project management, financial analysis, and business partnering
Contribute to innovative projects and broaden your horizons across functions and countries
Shape your career path in the direction you choose across functions and locations
Benefit from investment in your development through award-winning learning
Receive a fair and dynamic rewards package with comprehensive social coverage (life, medical, 401k)

Location

Pittsburgh, Pennsylvania, United States

Next steps

If you’re up for the challenge, we’d love to hear from you!

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VP, Portfolio Management - CIB

Bank OZK Houston, TX

1mo ago

Full time Banking CIB Commercial Lending

Banking CIB Commercial Lending

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Job Description

Overview

Bank OZK possesses a banking legacy spanning over 120 years and stands as a nationwide leader in financial services. The firm combines exceptional client service with innovative technology to deliver smart financial solutions across the country. In support of local economies and small businesses, the organization contributes to community growth and urban development in major cities. This role is part of a culture that values career growth and a strong team environment. The benefits package is comprehensive, designed to support physical, mental, and financial wellbeing, and includes generous paid time off, 401(k) matching, health, dental, and vision insurance (pet coverage available), along with exclusive perks and discounts.

Location

Houston, TX 77092

Job Purpose & Scope

This position supports lending efforts by conducting analysis, underwriting, origination, monitoring, and servicing of loans across the Corporate & Institutional Banking (CIB) division, handling varying degrees of complexity with meticulous attention to detail. You will underwrite and review credit memorandums, ensure due diligence is complete and aligned with CIB policies and procedures in portfolio management, underwriting, and operations, and oversee the management of credit relationships within the CIB portfolio.

Essential Job Functions

Provide thorough, accurate, and timely loan servicing in accordance with the Bank’s Loan Policy.
Monitor portfolio risk to identify potential issues early and communicate findings to borrowers and senior leadership to facilitate prompt risk mitigation.
Ensure underwriting is comprehensive, precise, and incorporates detailed risk analyses that reflect the Bank’s standards, policies, and credit risk appetite.
Deliver financial analysis, analytics, and underwriting support to business lines within the CIB.
Collaborate on underwriting guidelines, create required loan presentation content, and establish standardized approaches while recommending updates as appropriate.
Manage assigned credit transactions, ensuring efficient handling of loan requests in a timely manner, consistent with Bank standards and service level agreements.
Maintain communication with lenders, credit officers, and management at all levels regarding approved and declined loans.
Track, monitor, and report activity on loan applications and decisions, maintaining records of applications received and booked.
Maintain the independence of the underwriting function and the initial credit risk rating recommendations.
Regularly exercise discretion and judgment in performing essential duties.
Review and propose updates to relevant sections of the Loan Policy for senior management consideration.
Maintain punctuality and dependable attendance in the workplace.
Adhere to Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities

Solid foundation in finance and credit analysis, with a strong grasp of lending activities and terminology.
Working knowledge of federal and state lending and compliance regulations.
Effective interpersonal and communication skills.
Strong business acumen and capability in business development.
Outstanding critical thinking, analytical, and problem-solving abilities.
Ability to collaborate across functional and organizational lines to achieve the Bank’s objectives and build relationships.
Capacity to multitask, prioritize, and meet demanding deadlines.
Commitment to accuracy and thoroughness in all work.
Maintain confidentiality at all times.
Ability to work without dir

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VP Business Banking Relationship Manager

Bank OZK McDonough, GA

1mo ago

Full time Manager Banking Business

Manager Banking Business

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