Total 132 Finance / Banking / Insurance job vacancies in Support Center - Dallas

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Provide client support to Equipment Finance customers by working closely with Bancorp Relationship Managers and direct contact with Accounts Payable partners of privately and publicly held companies and Syndication partners. As a Portfolio Analyst I, you are the primary contact to provide timely resolution for inquiries on Equipment Finance transactions after the account is boarded onto the servicing system.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Adhere to Federal Lending Regulations as it relates to Equipment Finance.
• Read, analyze and interpret Equipment Finance loan and lease documents, including documents prepared internally, by outside counsel and external sources and how they relate to the servicing system to resolve client inquiries and/or internal boarding issues.
• Provide cross functional support for portfolio monitoring of newly booked and existing accounts, provide customer service to internal and external clients and assist with lien perfection on equipment.
• Provide support to the Equipment Finance Portfolio Analyst II. Aide in gathering information needed for loan/lease servicing as well as providing additional customer support for specific clients.

Customer Service:

• Establish, foster and maintain strong working relationships with the Commercial Bank (portfolio managers, underwriters, credit officers, senior bankers, relationship managers) to improve the overall customer experience specific to Equipment Finance loan/lease servicing.
• Deliver timely resolution to incoming client requests received via email, direct dial and/or the 800-Customer Line.
• Promptly analyze the client's communication and provide accurate and professional resolution based on knowledge of the relationship, documentation and servicing system.
• Encourage clients to sign up for Equipment Finance online payment services.

Portfolio Quality:

• Manage a portfolio of accounts by proactively monitoring daily, weekly and monthly reporting to ensure new accounts are booked accurately for client billing and submit any required forms and/or corrections to internal partners to update the necessary servicing systems appropriately eliminating customer impact.
• Direct client contact to resolve cash application issues, invoice questions or other post boarding issues.
• Reconcile and resolve cash application issues with clients and third party servicers.
• Review and aggressively resolve delinquent accounts for assigned portfolio per Department's procedures and have the ability to recognize a potential credit issue for escalation to the Team Lead, Relationship Manager, Special Asset Officer and/or the Credit Officer.
• Provide manual billing via Microsoft Excel or Access as necessary for your assigned portfolio.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• 2+ years related work experience in Equipment Finance or Commercial Banking.
• Bachelor's degree in Business (e.g. Business Administration, Finance, Accounting) required.
• Be familiar with Equipment Finance loan and lease structures such as finance leases, operating leases, synthetic leases, Municipal leases, conditional sales, and the implications related to each transaction.
• Knowledge of loan transactions and how to calculate interest accruals based on loan type.
• Proficient with Microsoft Office products, including Word, Excel, & Access
• InfoLease experience or comparable servicing system preferred
• Strong Customer Service Orientation
• Excellent analytical ability

WORKING CONDITIONS:

• Normal office environment with little exposure to dust, noise, temperature and the like.
• Extended time at desk and/or viewing computer screen.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Assumes a shared responsibility and accountability for developing and maintaining accurate and detailed accounting records and responsible for preparing financial statements and reports. Reviews, monitors, reconciles, and reports on all accounts for the department. Plays an active role in the month end closing duties and reporting.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Accurately maintains all assigned accounting records and performs all related accounting functions.
• Preparation of daily entries and monitoring of accounts.
• Maintains account balances.
• Identifies opportunities to improve the accounting processes and plays a key role in the integration of new accounting systems.
• Ensures compliance with Bancorp accounting policies and Generally Accepted Accounting Principles.
• Reconciliation and resolution of outages from complex accounts.
• Coordinates month end accounting activities with other departments, lines of business and affiliates.
• Ensures that all accounting entries and reports are completed on a timely and accurate basis.
• Ensures completeness and accuracy of all account reconciliations.
• Ensures that all entries are made in accordance with Bancorp accounting policies and Generally Accepted Accounting Principles.
• Responsible for developing and maintaining appropriate business relationships with internal and external customers.
• Assists in the preparation of various financial statements and monthly reporting.
• Responds to inquiries from management, auditors and other authorities regarding the accounting issues, data in reports and financial statements issued by the department, policies, and procedures.
• Responsible for assisting in performing various special projects as assigned.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• A Bachelor’s degree in Accounting, Finance or Economics. Working knowledge of GAAP is preferred. Working toward an Masters or other certification (CPA, CMA, etc.) is a plus.
• Accounting related experience in financial industry or public accounting preferred.
• Proficient in basic applications such as Excel, Microsoft Word, etc.
• Demonstrated ability to learn and understand systems such as Recon-Plus, Frontier, Mobius, & TM1.
• Excellent communication, organization and follow-up skills.
• Strong analytical, verbal and written communication skills.
• Excellent people/relationship building skills.
• Ability to apply critical thought process

#LI-BP1

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION: 

Responsibilities for the BSOC Central Station Event Analyst include responding to all Business Security Operations Center communication requests and alarm signals appropriately and executing life safety processes and procedures in a central station environment under supervision.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Respond to alarm signals and life safety devices such as Fire Alarms, Panic, Medical, etc.Respond to emergency and non-emergency inbound phone calls such as workplace violence, bank robbery, medical emergencies, active aggressors, etc.

• Make outgoing phone calls and dispatch proper authorities.

• Operate all BSOC equipment and peripheral equipment under supervision.

• Interact with external and internal customers via telephone, email and in person independently and promote a positive customer service atmosphere.

• Perform other duties as assigned, including specialized projects.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• High school diploma or equivalent, college degree preferred.

• Experience with 911 Dispatching or other Emergency Communications strongly preferred.

• Successful completion of critical skills tests (CSAA testing, PACOM, & March Training) upon hire.

• Competency to perform all disaster recovery tasks, including Backup Security Operations Center (BUSCOC) operation with some supervision.

• Self motivated problem solver with demonstrated analytical skill set.

• Good organizational, multi tasking, and time management skills.

• Ability to work in a team environment.

• Demonstrated verbal and written communication skills, 30 wpm.

• Successful completion of 4 week on the job training.

• Experience with Microsoft Office Suite.

WORKING CONDITIONS:

• General office environment in a Central Station setting.

• Extended viewing of computer monitors/screens. 

• Minimal domestic and international travel will be required

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Assist in the administration and deployment of an enterprise-wide Third Party Management Program. Ensures that the Third Party Risk Management Policy, and Third Party program, processes and procedures are adhered to throughout the organization to ensure Bancorp third parties are managed according to regulatory standards and internal policies. Responsible for implementing and sustaining processes to assess, measure, analyze and manage third party due diligence responses and associated control documents and environments, as applicable, for the purposes of identifying risks and ensuring any risks outside of the Bancorp's risk appetite are prioritized and mitigated.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Adhere to the Third Party Due Diligence framework through the execution of policies and procedures related to third party due diligence and recertification. This includes: ensuring due diligence is completed timely and appropriately, assessment of controls, identification of risks, tracking of regulatory controls and compliance related to outsourced processes, and identification and remediation of third party risks/issues. Assist other Third Party Management employees in the execution and promotion of their duties as needed.
• Execute processes in compliance with the defined third party policies, procedures and guidelines for the organization.
• Support applicable due diligence tools, systems, processes and data utilized for the central oversight of third party processes, including the due diligence process. Streamline processes for the effective management of these processes to ensure effective management and oversight of vendor risk.
• As applicable act in service owner capacity for tools supporting the due diligence processes and streamline processes for the effective management of these processes and relationships to ensure effective management and oversight of third party risk.
• Provide administrative support to owner of Third Party system(s) of record as needed.
• Maintain current knowledge of compliance and regulatory requirements and outsourcing best practices to minimize/mitigate risk to the organization, and ensure quality standards, policies and procedures effectively address these requirements.
• Provide reporting related to identified risks and status of due diligence reviews to ensure we are within the risk tolerance of the organization.
• Work with assigned risk areas to ensure surveys utilized within the due diligence and recertification processes are up to date and encompassing of necessary control assessments and regulatory compliance.
• Develop and foster effective working relationships with LOB and key risk stakeholders, especially risk area subject matter experts in the areas assigned for survey review..
• Collaborate with Third Party Risk Oversight team as needed in monitoring of critical third party relationships.
• Independently executes responsibilities and assignments.
• Collect, consolidate and communicate detailed and summarized vendor due diligence results to key stakeholders, including Executive Management on vendor performance and relationships.

SUPERVISORY RESPONSIBILITIES: None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor's degree required.
• Three+ years related business experience preferably in a banking environment.
• Combination of one or more of the following skills required: Knowledge of Outside Service Providers, bank operations, auditing, Operational Risk, IT Security, Sarbanes Oxley, Basel and the FDICIA controls assessment.
• Knowledge of Vendor Risk Management and Sourcing methodologies, best practices, strategies, and business processes.
• Understanding of risk management practices and principles.

#LI-BP1

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

Hours - Monday through Friday, 10 am to 7 pm

GENERAL FUNCTION:

Facilitates all aspects of the multi-product on-boarding process for Core, Premier and Premier Plus clients and complex implementations maintenance requests , providing outstanding customer service with minimal supervision. Is responsible for collecting documents and forms, completion of required forms (for example Implementation Request Forms), scheduling and conducting regular status calls, coordination of testing, coordination of training, client follow-up and other tasks related to implementations.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Ensure client satisfaction through taking ownership and delivering timely resolution of client action items.

• Assist clients in new product assimilation and performs follow-up as necessary.

• Review all requests for potential fraudulent activity prior to implementing and reporting any suspicious fraudulent requests according to Bancorp standards.

• Provide feedback to manager on ways to streamline the implementation process or improve the overall client experience.

• Take ownership and facilitates the implementation and multi-product on-boarding process for Core, Premier and Premier Plus clients and complex implementation maintenance requests.

• Coordinates communication with Treasury Management Officer, Relationship Manager, Portfolio Manager, Client Service Professional (CA, CSC Representative), Operations and clients during implementation period.

• Proactive direct client contact to ensure proper implementation and communication channels.

• Creates, maintains, and educates the client on implementation project plan and other key deliverables as needed.

• Identify potential problem areas during the implementation processes based on experience with past implementations. Proactively addresses these areas by offering suggestions and alternative solutions.

• Lead the implementation kickoff meeting with the client and Relationship Team as needed.

• Gathers information from customer/relationship team and submits the appropriate and accurate Implementation Request Form to the Operations Implementation team.

• Monitors the Implementation Request Form to quickly assume ownership of an escalation and take the necessary action to resolve the issue or request.

• Schedule and lead recurring status update meeting with the client as needed.

• Act as client liaison to Training team to ensure client training is scheduled and executed.

• Ensure all service level agreements are properly communicated with the client.

• Provide feedback to internal teams and client as appropriate post implementation.

• Informs the Sales Team of possible cross sell opportunities.

• Adheres to quality standards set forth for all implementation requests.

• Acts as a mentor for newer Implementation Coordinator team members.

• Subject to reasonable accommodation.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor's degree preferred.

• 3 years of Treasury or Commercial experience with knowledge of numerous Treasury Management products.

• Previous TM Implementation experience preferred.

• Strong customer service orientation and relationship building skills.

• Demonstrated understanding of Treasury Management products and services required.

• Demonstrated project management skills preferred.

• Strong verbal and written communication skills.

• Must be detail oriented and possess critical thinking skills.

• Ability to work collaboratively in a cross-functional team environment.

• Requires the ability to apply a comprehensive knowledge of systems, procedures, customers, products and processes to perform a broad range of varied and demanding assignments within the client services area.

• Ability to prioritize, multi-task and be flexible.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

The Principal Solution Architect is a seasoned individual who can work independently and with very little management guidance. This individual is recognized as an expert in this field and has the knowledge and experience to be a recognized leader in this craft. Will evaluate, design and implement technology solutions to build and progress technology strategies with a line of business. In the majority of situations, the incumbent will be the application owner responsible for third party, purchased software aligned with a LOB. Will have responsibility to work with vendor to understand upcoming changes, how the software fits into the technology roadmap and design plans to ensure business continuity and effectiveness. Understands the bank's systems, how they are configured, how we need to reconfigure to meet the changes. If aligned to an agile squad may work closely with the product owner to ensure user stories are defined appropriately to develop effective technology solutions.  Will have the flexibility to work on very complex initiatives and provide guidance and advice to less seasoned engineers.

All employees are responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensuring that actions and behaviors drive a positive customer experience. Operating within the Bank's risk appetite, you will achieve results while consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

DUTIES AND RESPONSIBILITIES:

• Help to define the long-term vision for one or more products and domains and help to lead the technical execution towards that vision.
• Work with the line of business and IT squads to design solutions to incorporate software changes and effectively work with all partners to ensure effective implementation
• Consult with Product Owners to understand the business technology roadmap and make recommendations on continued utilization or elimination of inhouse and current third party software solutions.
• Be the main liaison with software vendor(s) for systems utilized by a particular line of business
• Stay abreast of upcoming changes and enhancements in vendor’s software and how those changes will impact the business.
• Implement and maintain new features and capabilities while continuously improving the quality of our technical products and services
• Follow industry and organizational best practices and standards, and participate in company communities of practice to continuously refine and communicate them. Contribute to a culture of continuous improvement.
• Achieve operational excellence by automating processes and creating maintainable, supportable, and testable solutions
• Keep up with technology trends and innovations in your field(s) of practice
• Provide operational support and troubleshooting for your team’s products and services
• Provide coaching, mentoring, and training for new or less experienced team members
• Help to define the long-term vision for one or more products and domains and help to lead the technical execution towards that vision.
• Design and document the overall architecture of technology solutions, ensuring alignment with business objectives and requirements.
• Ensure that technology solutions meet necessary performance, scalability, and security standards.
• Seek opportunities for re-use and collaboration across teams to improve processes and capabilities that exceed the scope of a single team.
• Operate as a trusted advisor, establishing yourself as a company-wide go-to resource for specific technologies, topics, or domains.

SUPERVISORY RESPONSIBILITIES: None.

ONSITE POSITION FIVE DAYS A WEEK

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor’s degree in a relevant technology field or equivalent combination of education and work experience
• 5+ years of engineering or other IT work experience relevant to the position
• Experience working with third party commercial off the shelf and internally built applications
• Deep understanding of reactive architecture principles and familiarity with micro-service oriented architecture
• Understanding of decentralized and asynchronous data flows and related tools, modern warehousing best practices, and the data security as a fundamental aspect of data movement
• Experience with container hosted application footprints in hybrid cloud/on-premise environments
• Outstanding problem-solving and communication skills
• Willingness to work in a highly-collaborative environment spanning multiple departments and squads
• Deep understanding of IT security best practices
• Knowledge of software development best practices 
• Prior experience with knowledge of Git and GitHub 
• Experience with  Java (8 or above) 
• Experience with relational databases and SQL 
• Experience with Spring Framework & Spring Boot
• Experience in banking or financial services industry
• Experience with core banking platforms (deposit systems, debit card processing, ATM, check processing or client billing) is a plus
• Experience analyzing legacy platforms, documenting current state tech stack and process flows, and translating optimized business processes into modern technical architectures
• Experience designing, implementing, and supporting complex technical solutions
• Able to provide technical coaching and guidance to junior software and platform engineers

#LI-RW1

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Handles telephone calls providing outstanding customer service using English and Spanish languages. By using job knowledge and the information available, makes every effort to answer the customer's question/solve the problem. Educates the customer about Bank products and services, and up sells and cross-sells other products based on the customer's needs.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Handles customer calls in a professional, courteous manner, using English and Spanish languages.
• Provides accurate information to the customer. Explains products and policies so the customer can understand.
• Handles some complex customer inquiries in areas of expertise.
• Makes every effort possible to answer the customer's question or solve the problem during the call, without transferring the customer to another employee or department. When follow-up is required, doing so within the timeframe committed to the customer.
• Wherever possible help educate and convert the customer to a different or an additional self-service channel available.
• Consistently offer more cost effective service channels.
• Follows departmental policies and procedures, particularly in regards to customer confidentiality
• Accurately enters or confirms customer information into various systems; initiates and/or completes proper request forms in assisting customers.
• Effectively uses computer systems for tracking, information gathering, and/or troubleshooting.
• Suggest improvements and changes to processes and policies to improve productivity or customer satisfaction.
• Continually learning and developing knowledge of Bank products and services.
• Perform any other duties assigned.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• High school education or equivalent.
• Must be able to perform data entry and basic computer skills.
• Be able to understand and respond to customer inquiries in one or multiple product categories.
• Excellent customer service skills and the ability to articulate and explain information clearly.
• Previous customer service or call center experience preferred.
• Excellent telephone communication skills are essential.
• Must be able, and willing to learn about Bank products and services.
• Good problem solving skills.
• Must be fluent in English and Spanish languages.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

This position provides facility maintenance and administrative support to staff within a region.  Work closely with Sales and Sales Support teams to ensure accurate files are maintained, materials are prepared and sent on time, mail is distributed on a timely basis, and office facilities are professionally maintained.

You Will:

• Manage RGO General Email Box for RFPs, RGO Intake, Experience Reports, AOR changes, and Renewal Requests
• Package outgoing mail/shipments as needed.
• Print/Collate/Assemble materials for meetings.
• Maintain system records for accuracy.
• Manage Broker Firm and Producer changes as they relate to AOR changes, Broker Firm mergers & acquisitions, etc.
• Miscellaneous activities required to support RGO staff  and facility.
• Using data and analytics to support sales activities and performance tracking.
• Communicate occasionally with external partners (Brokers/Planholders)

You Have:

• Proven basic math /analytical skills
• Ability to access and utilize internal Sharepoints and systems.
• Computer proficiency in data entry, Excel, Word, PowerPoint
• Ability to represent Guardian in a professional manner
• High school diploma or equivalent
• Ability to navigate throughout a matrixed organization.
• Ideal candidates should have previous experience in an administrative role

Salary Range

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

The Leveraged Finance Group structures and underwrites bank debt supporting acquisition, recapitalization and refinancing transactions for public/private companies, often involving financial sponsors. The transactions include bilateral commitments, prorata bank executions and large syndicated transactions. The Leveraged Finance Group works closely with the Financial Sponsors Group, Debt Capital Markets, Leveraged Finance Credit Risk, Industry Verticals and middle market teams.

A Leveraged Finance Analyst II performs a wide range of responsibilities including complex financial analysis, financial modeling, transaction due diligence, and preparation of screening memos and approval documents in support of the underwriting and execution of senior debt transactions. The Analyst II will support the Leveraged Finance deal team by synthesizing large amounts of information to help senior members of the deal team analyze the risk/reward of a transaction. The Analyst II exhibits strong work ethic, is capable of working under tight deadlines and is proactive in assuming additional responsibilities on more complex transactions.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Perform detailed due diligence on companies, industries, management teams, and other relevant information.
• Build detailed financial projection models to analyze capital structures, performance trends and credit metrics.
• Prepare succinct underwriting memorandums, including company and industry descriptions, key credit risks, historical analysis, base and downside case projection assumptions/rationale and terms and conditions.
• Establish strong working partnerships and routines with key internal partners including the Financial Sponsors Group, Debt Capital Markets, Leveraged Finance Credit Risk, Industry Verticals and middle market teams.
• Manage multiple transactions/projects and communicate effectively with deal team members on status and prioritization.
• Demonstrate knowledge of relevant credit policies and procedures and accurately identify policy exceptions.
• Excel in both team and self-directed settings.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• 1-2 years Leveraged Finance, Private Equity, Investment Banking or related financial services experience.
• Bachelor's degree required, ideally with concentration in Business, Finance or Accounting.
• Strong communication skills, both oral and written.
• Strong analytical, financial modeling and Microsoft Excel skills.
• Exhibits attention to detail and ability to work well under pressure with tight deadlines.
• Understanding of private equity, capital markets, merger and acquisition structures, and credit analysis experience.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.  

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 

Compensation Range

About This Job

The main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit growth, revenue generation, and revenue growth. This will be achieved by being the single point of contact for Private Banking clients; providing concierge level personal service and providing a full range of customized financial management services to clients. 

Essential Functions

• Create and execute a written marketing plan with the aim of developing/expanding a portfolio of qualified client relationships through an active calling effort targeting individuals whose financial status falls within the parameters defined as the private banking target market

• Identify opportunities for the sale of investment management products and trust services

• Prepare and deliver client presentations

• Manage a portfolio of more than $30,000,000 and up to 350 relationships

• Make decisions within assigned lending authority or make and defend recommendations for the extension of credit that exceeds authority

• Manage banking component of client relationships in order to avoid principal loss

• Participate in the activities of internal client service teams within the Wealth Management practice

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong knowledge of the banking industry

• Ability to identify, solicit and close new business opportunities to meet specific sales and marketing goals

• Ability to collaborate with other lines of business, i.e. commercial bankers for referrals

• Ability to network in social and business settings to identify both centers of influence and potential new high net worth clients. Preferably candidate will have an established network through (i) professional relationships with Centers of Influence, (ii) membership, preferably Board service, in professional and civic organizations.

• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

• Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook  

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience required.  MBA, other graduate degree or certification preferred.

• 8+ years financial services industry, Private Banking or Commercial Lending experience required

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles.  This compensation range is for the Senior Private Banking Relationship Manager job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $164,375 to $196,250 annually.  This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.  Click here to learn more.

Time Type:

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Assist in the administration and deployment of an enterprise-wide Third Party Management Program. Ensures that the Third Party Risk Management Policy, and Third Party program, processes and procedures are adhered to throughout the organization to ensure Bancorp third parties are managed according to regulatory standards and internal policies. Responsible for implementing and sustaining processes to assess, measure, analyze and manage third party due diligence responses and associated control documents and environments, as applicable, for the purposes of identifying risks and ensuring any risks outside of the Bancorp's risk appetite are prioritized and mitigated.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Adhere to the Third Party Due Diligence framework through the execution of policies and procedures related to third party due diligence and recertification. This includes: ensuring due diligence is completed timely and appropriately, assessment of controls, identification of risks, tracking of regulatory controls and compliance related to outsourced processes, and identification and remediation of third party risks/issues. Assist other Third Party Management employees in the execution and promotion of their duties as needed.
• Execute processes in compliance with the defined third party policies, procedures and guidelines for the organization.
• Support applicable due diligence tools, systems, processes and data utilized for the central oversight of third party processes, including the due diligence process. Streamline processes for the effective management of these processes to ensure effective management and oversight of vendor risk.
• As applicable act in service owner capacity for tools supporting the due diligence processes and streamline processes for the effective management of these processes and relationships to ensure effective management and oversight of third party risk.
• Provide administrative support to owner of Third Party system(s) of record as needed.
• Maintain current knowledge of compliance and regulatory requirements and outsourcing best practices to minimize/mitigate risk to the organization, and ensure quality standards, policies and procedures effectively address these requirements.
• Provide reporting related to identified risks and status of due diligence reviews to ensure we are within the risk tolerance of the organization.
• Work with assigned risk areas to ensure surveys utilized within the due diligence and recertification processes are up to date and encompassing of necessary control assessments and regulatory compliance.
• Develop and foster effective working relationships with LOB and key risk stakeholders, especially risk area subject matter experts in the areas assigned for survey review..
• Collaborate with Third Party Risk Oversight team as needed in monitoring of critical third party relationships.
• Independently executes responsibilities and assignments.
• Collect, consolidate and communicate detailed and summarized vendor due diligence results to key stakeholders, including Executive Management on vendor performance and relationships.

SUPERVISORY RESPONSIBILITIES: None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor's degree required.
• 3+ years related business experience preferably in a banking environment.
• Combination of one or more of the following skills required: Knowledge of Outside Service Providers, bank operations, auditing, Operational Risk, IT Security, Sarbanes Oxley, Basel and the FDICIA controls assessment.
• Knowledge of Vendor Risk Management and Sourcing methodologies, best practices, strategies, and business processes.
• Understanding of risk management practices and principles.

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Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Responsible for the continued development and implementation of the Bancorp's compliance programs and management of the related Compliance Managers and teams, including ensuring compliance with Federal laws and regulations and industry standards. This position is responsible for providing strategic leadership / direction / oversight regarding the Bancorp's compliance risk management programs, including policies, testing, reporting, and control framework. The incumbent is responsible for analyzing current and emerging regulatory trends and proposing and implementing recommendations or system solutions to mitigate identified risk. This position is also responsible for team member development and employee engagement.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Direct, Develop and Oversee the strategic aspects of the compliance programs. this includes overseeing policies and procedures, testing programs, and the employee Education programs for the Bancorp.
• Responsible for the management, direction and oversight of Federal laws and regulations.
• Oversee / Direct the execution of the Bancorp compliance risk Assessment for the compliance programs.
• Serve as a key contact with bank regulators for compliance exams (develop and maintain relationships, facilitate discussions, demonstrate strategic leadership regarding the program and future initiatives).
• Provide periodic Reports to senior management and board Committees on industry trends, state of the compliance programs and the status of Key initiatives.
• Develop and maintain relationships between compliance risk management and associated line of business leaders to ensure the implementation of effective compliance programs across the Bancorp and related Lines of business. Actively promote a solution-oriented environment throughout the department.
• Provide compliance subject matter expertise and sponsorship for Lines of business and Bancorp projects, processes, and products.
• Work with Lines of business compliance managers and officers to identify policy and procedural enhancements. in reference to new products and new initiatives work with the teams to ensure proper Assessment of the risk, the planning of Controls and the adequate execution of those controls.
• Maintain networks with industry working groups that are dedicated to bank compliance to benchmark and share best practices.
• Provide leadership, motivation, coaching and Assessment to ensure optimum team and individual performance in Support of department, division and Bancorp goals.
• Maintain a cutting edge awareness of company goals, Regulatory and legislative developments, and industry trends.
• Leads and directs the analysis of policies and procedures, including scoring systems, strategic priorities, market share data, trends, external influences, current regulatory focuses, previous examination findings, and input from Audit and Legal.
• Conducts interviews and discussions with senior level managers to Understand process, guidelines and Technology platforms.
• Analyzes data by numerous delivery channels, geographic area, product types, facility, and even employee or officer to identify risks and Develop and recommend scope or target for the Review, corrective action/or performance gap closure. Develops and executes strategies for closing gaps in performance.
• Assess the adequacy of the business units'/affiliate's recommended corrective action to the issues or gaps identified.
• Develops and reports findings to Senior Management regarding their business lines (Legal, Audit, and Senior level Operating Committees).
• Works closely with Sr. leadership to Set strategic direction for department and executes on those goals and objectives.
• Participates and/or Leads regular meetings with peers to Build and maintain knowledge of current and emerging issues and risk in the environment.
• Reviewing and approving recommended solutions for the Regulatory Monitoring and Change management Program ownership.
• Review and address concerns from compliance testing results.
• Contribute updates to the compliance risk assessment.
• Support post-implementation validation based on risk rating.
• Reviews reporting from the Councils for use by the Regulatory Change management Committee.
• Areas of responsibility and accountability within compliance Include: consumer, commercial, Wealth & asset management, testing & practices, financial Crimes and all other relevant and applicable laws and regulations

SUPERVISORY RESPONSIBILITIES:

Manage staffing of the Compliance teams to ensure optimal performance in meeting the Risk Management Division's goals and objectives by providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor’s degree in public relations, communications or journalism; graduate degree or APR accreditation preferred.
• Minimum 10 years’ experience in public relations and media relations, including experience as on-the-record spokesperson with media.
• Experience working in the financial services industry preferred.
• Exceptional research, writing, editorial and verbal communication skills, with demonstrated ability to communicate complex or technical information internally and externally.
• Skilled strategist who also understands the nuances and tactics of the public relations profession.
• Ability to manage complex projects in a fast-changing, matrixed environment.
• Understanding of evolving communications trends.
• Strong executive presence and high emotional intelligence.
• Experience working directly with executive leadership.
• Proven strategic agility and collaboration.
• Ability to understand and conceptualize specific ideas and theories.
• Adept time management and responsiveness skills.
• Must be able to exercise sound judgment independently.
• Must have the ability to handle conflicts and successfully manage multiple projects concurrently.
• Proven attention to detail and quality of work.
• Fluency with Office 365 including Word, Excel, PowerPoint; Microsoft Outlook, Teams, SharePoint and Stream applications.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION: The Financial Crimes (FC) Officer I must have a high level of appropriate expertise within financial crimes risk management and related regulations, guidance, and best practice.  The FC Officer I leads in the identification and assessment of risks where appropriate (BSA/AML, Economic Sanctions, Fraud) and the execution of procedures to evaluate the Bancorp's compliance with laws, regulations and industry standards. Identifies, develops and executes strategies for closing gaps in performance. Works mostly self-directed, with minimal supervisory oversight. Also works within department and cross-department teams.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Banks risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

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ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Participates in the analysis, update, and implementation of financial crimes policies, procedures, and processes. 
• Conduct quality reviews of the work performed by the recovery team to ensure adherence to policies and procedures.
• Recover fraudulent funds for the bank and its customers by issuing letters of indemnification to the receiving Financial Institutions.
• Develop strengthen, and/or implement department and and cross-department business unit policies, procedures, and processes.  As well as, ensuring these are in compliance with existing laws and regulations, including governance, policies and procedures, monitoring, reporting, communications, and education, where appropriate.
• Identifies opportunities, establishes action plans, and drives solutions to continuously improve financial crimes policies, procedures and tools, and increase efficiency.
• Monitors financial crimes-related regulatory and industry developments and provides input to department and cross-department teams regarding emerging issues and interpretation of regulations .
• Proactively research specific issues relating to financial crimes risk and develops action plans, as needed, to mitigate identified risks.
• Prepares materials for Council, Committee and other financial crimes oversight meetings.
• Develop and deliver reports to senior management.
• Communicates significant issues to senior management.
• Assist in closing regulatory, audit and self-identified financial crimes-related program deficiencies and other issues.
• Assess the adequacy of the business units'/affiliates recommended corrective action to issues or gaps identified and support post-implementation validation of any implemented changes.
• Participates and/or leads regular meetings with peers to build and maintain knowledge of current and emerging issues and risk in the financial crimes environment.
• Work with line of business team members to identify and remediate financial crimes risk.
• Contribute updates to the financial crimes risk assessment.
• Facilitates, leads, or assists with financial crimes training.
• Assists in the review of new products and services for financial crimes risk.
• Recommends solutions based upon subject matter expertise. 
• Contributes or leads the completion of special projects related to financial crimes.
• Builds industry relations through industry networking.
• Areas of responsibility and accountability within financial crimes may Include: BSA/AML, Economic Sanction and Fraud.  These responsibilities may include tools and processes used internally by financial crimes teams or line of business processes and tools.

BANK SECRECY ACT REQUIREMENTS: Responsible for adhering to the reporting and record keeping requirements of the Bank Secrecy Act and Anti-Money Laundering rules and regulations, observing economic sanctions by prohibiting transactions as specified by the Office of Foreign Asset Control (OFAC), following the bank’s customer identification program (CIP) rules, observing all Bank policies and procedures relating to BSA, OFAC, CIP, and related acts, and participation in ongoing related training.

SUPERVISORY RESPONSIBILITIES: May be responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Strong subject matter expert in appropriate financial crimes laws, regulations, and guidance.
• Education: Bachelor's degree or equivalent work experience required.
• Five + years’ experience as Officer or equivalent work experience.
• Computer[CA4] /Technical: Demonstrates working or functional proficiency sufficient to apply the use of software applications (Micro-Soft Office Suite) without assistance and minimal supervision.
• Advanced understanding of Fifth Third Banking products, business lines, Affiliate structure and operations, and Corporate support organization. Including, the Bank's management teams and decision-making operations.
• Excellent oral and written communication skills. Effectively communicates upward, downward and laterally. Displays a positive business presence with management and external contacts.
• Must be able to demonstrate sound judgment and apply logical and critical thought processes when developing and recommending solutions.

WORKING CONDITIONS:

• Normal office environment with little exposure to dust, noise, temperature and the like.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor’s degree in public relations, communications or journalism; graduate degree or APR accreditation preferred.

• Minimum 10 years’ experience in public relations and media relations, including experience as on-the-record spokesperson with media.

• Experience working in the financial services industry preferred.

• Exceptional research, writing, editorial and verbal communication skills, with demonstrated ability to communicate complex or technical information internally and externally.

• Skilled strategist who also understands the nuances and tactics of the public relations profession.

• Ability to manage complex projects in a fast-changing, matrixed environment.

• Understanding of evolving communications trends.

• Strong executive presence and high emotional intelligence.

• Experience working directly with executive leadership.

• Proven strategic agility and collaboration.

• Ability to understand and conceptualize specific ideas and theories.

• Adept time management and responsiveness skills.

• Must be able to exercise sound judgment independently.

• Must have the ability to handle conflicts and successfully manage multiple projects concurrently.

• Proven attention to detail and quality of work.

• Fluency with Office 365 including Word, Excel, PowerPoint; Microsoft Outlook, Teams, SharePoint and Stream applications.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.