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Most recent job postings at Bank of the West
via Monster
schedule_type: Full-time
Description
Required Experience...
• Requires deep knowledge of job area typically obtained through advanced education combined with experience.
• Typically viewed as a specialist within discipline.
• May have broad knowledge of project management.
• Requires 7 years minimum prior relevant experience.
Education
• Bachelor's Degree Business or Finance
• High School Diploma or GED Required
Skills
• Solid understanding of underwriting
Description
Required Experience...
• Requires deep knowledge of job area typically obtained through advanced education combined with experience.
• Typically viewed as a specialist within discipline.
• May have broad knowledge of project management.
• Requires 7 years minimum prior relevant experience.
Education
• Bachelor's Degree Business or Finance
• High School Diploma or GED Required
Skills
• Solid understanding of underwriting and analysis for mid-size companies of all complexities.
• Strong comfort and familiarity with use and application of commercial lending principles.
• Active understanding and ongoing use of Touchpoint, electronic underwriting systems and other enterprise level systems.
Annual Hiring Range:
%24100,000 to %24131,000
The base salary opportunity can vary based on candidate’s geographic location, experience, knowledge, skills, and abilities. In addition to base salary, this position is eligible forannual incentives.
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Qualifications
United States-Nebraska-OmahaApr 24, 2023, 1:09:00 PMfalse756901Submission for the position: Sr Relationship Mgr - Business Banking - (Job Number: 065889)756901
About the Company:
Bank of the West Show more details...
Required Experience...
• Requires deep knowledge of job area typically obtained through advanced education combined with experience.
• Typically viewed as a specialist within discipline.
• May have broad knowledge of project management.
• Requires 7 years minimum prior relevant experience.
Education
• Bachelor's Degree Business or Finance
• High School Diploma or GED Required
Skills
• Solid understanding of underwriting and analysis for mid-size companies of all complexities.
• Strong comfort and familiarity with use and application of commercial lending principles.
• Active understanding and ongoing use of Touchpoint, electronic underwriting systems and other enterprise level systems.
Annual Hiring Range:
%24100,000 to %24131,000
The base salary opportunity can vary based on candidate’s geographic location, experience, knowledge, skills, and abilities. In addition to base salary, this position is eligible forannual incentives.
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Qualifications
United States-Nebraska-OmahaApr 24, 2023, 1:09:00 PMfalse756901Submission for the position: Sr Relationship Mgr - Business Banking - (Job Number: 065889)756901
About the Company:
Bank of the West Show more details...
via ZipRecruiter
schedule_type: Full-time
As part of Bank of the West, you'll be making a positive impact on the environment, your community, and the planet at a leading sustainable bank.
We're looking for an enthusiastic and personable leader with significant banking experience to fill the role of Assistant Branch Manager. This is a high-responsibility leadership role that supports the Branch Manager...
As an Assistant Branch Manager, you will be responsible for handling transactions,
As part of Bank of the West, you'll be making a positive impact on the environment, your community, and the planet at a leading sustainable bank.
We're looking for an enthusiastic and personable leader with significant banking experience to fill the role of Assistant Branch Manager. This is a high-responsibility leadership role that supports the Branch Manager...
As an Assistant Branch Manager, you will be responsible for handling transactions, identifying areas of need, and developing new account relationships while expanding existing ones. You won't have formal management duties, but you will fill in for the Branch Manager in their absence, and guide branch staff on sales, services, and lobby management.
Broad responsibilities mean this is a role that's never boring. One day you might coordinate sales activities. The next day you might accept items for collection, lead end-of-day activities, and handle vault duties. Other fundamental parts of the job will include transaction processing, new account sales, customer servicing, and referral generation.
As the Branch Manager's second-in-command, you'll give input on hiring, staff Human Resource matters, annual performance targets, and evaluation feedback. You'll also be a mentor to more junior branch staff, helping them to develop their own skills.
To protect the health and safety of our employees and customers, Bank of the West requires all U.S. employees to provide proof of their vaccination status. Employees who are not fully vaccinated must undergo regular testing beginning May, 2022.
Qualifications
What you need
• Advanced knowledge of technical and operational banking functions
• Minimum 5 years of prior relevant experience
• University degree or equivalent experience preferred
• A personable nature and good customer service skills, both verbal and written, as well as strong presentation skills
• Comprehensive understanding of bank deposits, lending, and credit products and services
• A strong grasp of risk management, and of regulatory and compliance controls
• Strong problem-solving, planning, and organization skills
• Experience leading a team while also handling an individual workload
• Comfort using technology and software
• A willingness to enthusiastically manage constantly changing priorities
What's in it for you?
At Bank of the West, our people are having a positive impact on the world. We're investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the West's commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
We provide our team members with the resources they need to be successful at work, and to thrive outside the office. Whether it's our healthcare benefits, a gym subsidy, parental leave, global opportunities, flexible working, or simply a pack of post-it notes, we make sure you have what you need.
Annual Hiring Range/Hourly Rate:
$22.50 - $23.95
Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level.
In addition to base salary, this position is eligible for FREQUENCY incentives.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations Show more details...
We're looking for an enthusiastic and personable leader with significant banking experience to fill the role of Assistant Branch Manager. This is a high-responsibility leadership role that supports the Branch Manager...
As an Assistant Branch Manager, you will be responsible for handling transactions, identifying areas of need, and developing new account relationships while expanding existing ones. You won't have formal management duties, but you will fill in for the Branch Manager in their absence, and guide branch staff on sales, services, and lobby management.
Broad responsibilities mean this is a role that's never boring. One day you might coordinate sales activities. The next day you might accept items for collection, lead end-of-day activities, and handle vault duties. Other fundamental parts of the job will include transaction processing, new account sales, customer servicing, and referral generation.
As the Branch Manager's second-in-command, you'll give input on hiring, staff Human Resource matters, annual performance targets, and evaluation feedback. You'll also be a mentor to more junior branch staff, helping them to develop their own skills.
To protect the health and safety of our employees and customers, Bank of the West requires all U.S. employees to provide proof of their vaccination status. Employees who are not fully vaccinated must undergo regular testing beginning May, 2022.
Qualifications
What you need
• Advanced knowledge of technical and operational banking functions
• Minimum 5 years of prior relevant experience
• University degree or equivalent experience preferred
• A personable nature and good customer service skills, both verbal and written, as well as strong presentation skills
• Comprehensive understanding of bank deposits, lending, and credit products and services
• A strong grasp of risk management, and of regulatory and compliance controls
• Strong problem-solving, planning, and organization skills
• Experience leading a team while also handling an individual workload
• Comfort using technology and software
• A willingness to enthusiastically manage constantly changing priorities
What's in it for you?
At Bank of the West, our people are having a positive impact on the world. We're investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the West's commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
We provide our team members with the resources they need to be successful at work, and to thrive outside the office. Whether it's our healthcare benefits, a gym subsidy, parental leave, global opportunities, flexible working, or simply a pack of post-it notes, we make sure you have what you need.
Annual Hiring Range/Hourly Rate:
$22.50 - $23.95
Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level.
In addition to base salary, this position is eligible for FREQUENCY incentives.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations Show more details...
via Glassdoor
posted_at: 29 days agoschedule_type: Full-timesalary: 65K–100K a year
Sr Small Bus Banking Relationship Manager
- (067672...
At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success.
Sr Small Bus Banking Relationship Manager
- (067672...
At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the Wests commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
Job Description Summary
Responsible for managing, developing and retaining a dedicated portfolio of profitable and high potential business banking relationships with annual revenues generally up to $10 Million. Partners with Business Banking Officers, Branch Managers and other bank employees to retain and grow current business banking relationships. Independently interprets and provides recommendations and solutions unique to each client's specific banking needs. Responsible for developing the assigned credit portfolio quality and managing requests for credit extensions and ensuring credit facilities are properly structured, priced and documented.
Essential Job Functions
• Demonstrates independent decision making skills by recognizing and understanding client problems and needs and responding appropriately. Gathers information and sorts through complex issues in order to make timely decisions.
• Is the primary contact for a portfolio of business banking clients. Focuses on client retention and growth by providing consultative advice and solutions to enhance and expand the client's entire banking relationship including deposits, loans, cash management, capital markets, wealth management, equipment leasing and trade finance.
• Maintains and applies a thorough understanding of the Bank's credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete loan packages. Works closely with underwriting teams to analyze and structure new credit requests, renewals and annual reviews. Obtains financial statements, tax returns and other credit information. Interviews loan applicants to interpret information regarding their business needs, earnings and repayment abilities to assist in determining if a loan is an acceptable risk.
• Attains an understanding of client's objectives and strategies. Maintains a thorough understanding of business operating cycles.
• Understands client's business practices and interprets the operational risk to the bank. Reviews client's accounts and is responsible for approving operational risks associated with the relationship; including NSF/OD's, fees and transaction items.
• Stays aware of developing industry and market trends and actively researches and participates in the industries that make up the assigned portfolio.
• Generates new business to the Bank through referrals from the assigned portfolio.
Other Job Duties
• Maintains assigned annual and quarterly goals for revenue growth, new business development, customer service and portfolio maintenance.
• Ensures job duties are performed within established bank controls, risk and audit protocols.
• Participates in community and business functions/groups to ensure a positive image for the bank. Ensures compliance with bank CRA programs.
• Manages all communications with customers related to credit and non-credit issues.
• Performs other duties as assigned.
Required Experience
• Requires broad knowledge of operational systems and practices typically gained through extensive experience and/or education.
• Requires a minimum of 5 years relevant work experience.
• May require vocational or technical education in addition to prior work experience.
Education
• Bachelor's Degree Business Admin, Finance or Accounting
• High School Diploma or GED Required
Skills
• Comfort and familiarity with commercial lending principles.
• Understanding of bank policy and procedures.
• General understanding of small and medium size companies.
• Understanding and knowledge of bank products and services.
• Analytical, credit and negotiating skills.
• Planning and organizational skills.
• PC skills including knowledge of Touchpoint and other bank systems as well as MS Office Suite.
• Written and verbal communication skills.
Vaccination policy
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
Annual Hiring Range:
$65,000.00 - $100,000.00 year
The base salary opportunity can vary based on candidate’s geographic location, experience, knowledge, skills, and abilities. In addition to base salary, this position is eligible for quarterly/annual incentives.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance, subject to the requirements of all state and federal laws and regulations.
Primary Location United States-Colorado-Greenwood Village
Job Sales and Sales Related
Job Posting Apr 25, 2023, 2:16:30 PM Show more details...
- (067672...
At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the Wests commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
Job Description Summary
Responsible for managing, developing and retaining a dedicated portfolio of profitable and high potential business banking relationships with annual revenues generally up to $10 Million. Partners with Business Banking Officers, Branch Managers and other bank employees to retain and grow current business banking relationships. Independently interprets and provides recommendations and solutions unique to each client's specific banking needs. Responsible for developing the assigned credit portfolio quality and managing requests for credit extensions and ensuring credit facilities are properly structured, priced and documented.
Essential Job Functions
• Demonstrates independent decision making skills by recognizing and understanding client problems and needs and responding appropriately. Gathers information and sorts through complex issues in order to make timely decisions.
• Is the primary contact for a portfolio of business banking clients. Focuses on client retention and growth by providing consultative advice and solutions to enhance and expand the client's entire banking relationship including deposits, loans, cash management, capital markets, wealth management, equipment leasing and trade finance.
• Maintains and applies a thorough understanding of the Bank's credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete loan packages. Works closely with underwriting teams to analyze and structure new credit requests, renewals and annual reviews. Obtains financial statements, tax returns and other credit information. Interviews loan applicants to interpret information regarding their business needs, earnings and repayment abilities to assist in determining if a loan is an acceptable risk.
• Attains an understanding of client's objectives and strategies. Maintains a thorough understanding of business operating cycles.
• Understands client's business practices and interprets the operational risk to the bank. Reviews client's accounts and is responsible for approving operational risks associated with the relationship; including NSF/OD's, fees and transaction items.
• Stays aware of developing industry and market trends and actively researches and participates in the industries that make up the assigned portfolio.
• Generates new business to the Bank through referrals from the assigned portfolio.
Other Job Duties
• Maintains assigned annual and quarterly goals for revenue growth, new business development, customer service and portfolio maintenance.
• Ensures job duties are performed within established bank controls, risk and audit protocols.
• Participates in community and business functions/groups to ensure a positive image for the bank. Ensures compliance with bank CRA programs.
• Manages all communications with customers related to credit and non-credit issues.
• Performs other duties as assigned.
Required Experience
• Requires broad knowledge of operational systems and practices typically gained through extensive experience and/or education.
• Requires a minimum of 5 years relevant work experience.
• May require vocational or technical education in addition to prior work experience.
Education
• Bachelor's Degree Business Admin, Finance or Accounting
• High School Diploma or GED Required
Skills
• Comfort and familiarity with commercial lending principles.
• Understanding of bank policy and procedures.
• General understanding of small and medium size companies.
• Understanding and knowledge of bank products and services.
• Analytical, credit and negotiating skills.
• Planning and organizational skills.
• PC skills including knowledge of Touchpoint and other bank systems as well as MS Office Suite.
• Written and verbal communication skills.
Vaccination policy
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
Annual Hiring Range:
$65,000.00 - $100,000.00 year
The base salary opportunity can vary based on candidate’s geographic location, experience, knowledge, skills, and abilities. In addition to base salary, this position is eligible for quarterly/annual incentives.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance, subject to the requirements of all state and federal laws and regulations.
Primary Location United States-Colorado-Greenwood Village
Job Sales and Sales Related
Job Posting Apr 25, 2023, 2:16:30 PM Show more details...
via Glassdoor
posted_at: 21 days agoschedule_type: Full-timesalary: 143K–204K a year
Sr. Lead Relationship Manager
- (067762...
At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO offers abroad
Sr. Lead Relationship Manager
- (067762...
At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the Wests commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
Job Description Summary
Responsible for the sourcing, securing, developing, and retaining profitable multinational banking relationships within the assigned region. Primary focus is on finding new business opportunities to sell the Bank's products and services. Responsible for contributing to the assigned Region's credit portfolio quality and participates in processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of the most complex relationships including direct lending and agented syndicated facilities. May act in a lead capacity over Associate Relationship Managers and Relationship Managers providing guidance and supports work flow. This position is the most experienced level of Relationship Manager job family and is typically responsible for the largest and most complex commercial banking group relationships as applicable to the line of business.
Essential Job Functions
• Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs. Primary focus is on finding new business opportunities to sell the Bank's products and services. Conducts interviews with applicants to thoroughly understands current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs.
• Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include Cash Management, Syndication, and the Capital Market Group.
• Assists in obtaining financial statements, tax returns, and other credit information and maintaining individual credit files for all existing customers. Participates in analysis of pertinent credit information and/or credit checks.
• Collaborates in write up of all Credit Requests, Variances and other correspondence related to the relationship. Presents credits at loan committee.
• Works with loan administration in the review and negotiation of loan documents.
• Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Prepares quarterly loan reports on existing portfolio.
Other Job Duties
• Maintains assigned annual goals for portfolio maintenance, portfolio growth, and new business development, and will be ranked among peers on the Division Scorecard.
• Ensures job duties are performed within established BOW controls, risk, and audit protocols.
• Performs other duties as assigned.
Required Experience
• Requires mastery level knowledge of job area typically obtained through advanced education combined with experience.
• May have deep knowledge of project management.
• Requires 10 years minimum prior relevant experience.
• Demonstrated success in managing multinational clients
• Preferred Language skills in English French, both written and verbal
Education
• Bachelor's Degree Business or Finance
Skills
• Solid understanding of underwriting and analysis for companies of all sizes and complexities.
• High degree of comfort and familiarity with use and application of commercial lending principles.
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
Annual Hiring Range:
$143,000-$204,000
The base salary opportunity can vary based on candidate’s geographic location, experience, knowledge, skills, and abilities. In addition to base salary, this position is eligible for annual incentives.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance, subject to the requirements of all state and federal laws and regulations.
#LI-AM1 #hybrid
Primary Location United States-New York-New York
Job Sales and Sales Related
Job Posting May 4, 2023, 1:12:17 PM Show more details...
- (067762...
At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the Wests commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
Job Description Summary
Responsible for the sourcing, securing, developing, and retaining profitable multinational banking relationships within the assigned region. Primary focus is on finding new business opportunities to sell the Bank's products and services. Responsible for contributing to the assigned Region's credit portfolio quality and participates in processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of the most complex relationships including direct lending and agented syndicated facilities. May act in a lead capacity over Associate Relationship Managers and Relationship Managers providing guidance and supports work flow. This position is the most experienced level of Relationship Manager job family and is typically responsible for the largest and most complex commercial banking group relationships as applicable to the line of business.
Essential Job Functions
• Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs. Primary focus is on finding new business opportunities to sell the Bank's products and services. Conducts interviews with applicants to thoroughly understands current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs.
• Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include Cash Management, Syndication, and the Capital Market Group.
• Assists in obtaining financial statements, tax returns, and other credit information and maintaining individual credit files for all existing customers. Participates in analysis of pertinent credit information and/or credit checks.
• Collaborates in write up of all Credit Requests, Variances and other correspondence related to the relationship. Presents credits at loan committee.
• Works with loan administration in the review and negotiation of loan documents.
• Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Prepares quarterly loan reports on existing portfolio.
Other Job Duties
• Maintains assigned annual goals for portfolio maintenance, portfolio growth, and new business development, and will be ranked among peers on the Division Scorecard.
• Ensures job duties are performed within established BOW controls, risk, and audit protocols.
• Performs other duties as assigned.
Required Experience
• Requires mastery level knowledge of job area typically obtained through advanced education combined with experience.
• May have deep knowledge of project management.
• Requires 10 years minimum prior relevant experience.
• Demonstrated success in managing multinational clients
• Preferred Language skills in English French, both written and verbal
Education
• Bachelor's Degree Business or Finance
Skills
• Solid understanding of underwriting and analysis for companies of all sizes and complexities.
• High degree of comfort and familiarity with use and application of commercial lending principles.
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
Annual Hiring Range:
$143,000-$204,000
The base salary opportunity can vary based on candidate’s geographic location, experience, knowledge, skills, and abilities. In addition to base salary, this position is eligible for annual incentives.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance, subject to the requirements of all state and federal laws and regulations.
#LI-AM1 #hybrid
Primary Location United States-New York-New York
Job Sales and Sales Related
Job Posting May 4, 2023, 1:12:17 PM Show more details...
via Career.com
schedule_type: Full-time
What you’ll do As part of Bank of the West, you’ll be making a positive impact on the environment, your community, and the planet at a leading sustainable bank. We’re looking for a motivated and eager learner to fill the role of Teller. As the human face of the bank in customer interactions, you’ll be responsible for providing high-quality service by processing transactions efficiently and... accurately. This is an entry-level role, and an
What you’ll do As part of Bank of the West, you’ll be making a positive impact on the environment, your community, and the planet at a leading sustainable bank. We’re looking for a motivated and eager learner to fill the role of Teller. As the human face of the bank in customer interactions, you’ll be responsible for providing high-quality service by processing transactions efficiently and... accurately. This is an entry-level role, and an opportunity to develop skills and experience to become a Universal Banker. You will process customer transactions including deposits and withdrawals while following bank policies and procedures, as well as regulatory requirements. You’ll also help customers with branch technology and proactively educate them about digital self-service options. As a friendly and helpful branch presence, you’ll chat with customers to identify referral opportunities for appropriate bank products and services. You’ll meet individual goals that contribute to increased branch sales, revenues, and customer experience. To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing
Show more details...
via Lensa
posted_at: 13 days agoschedule_type: Full-time
Relationship Banker - Fort Morgan, CO
Description...
What you’ll do
As part of Bank of the West, you’ll be making a positive impact on the environment, your community, and the planet at a leading sustainable bank.
We are looking for a proactive and personable advisor with banking experience to fill the role of Relationship Banker. You’ll be a face of the branch as you enhance customer relationships, refer customers to appropriate business
Relationship Banker - Fort Morgan, CO
Description...
What you’ll do
As part of Bank of the West, you’ll be making a positive impact on the environment, your community, and the planet at a leading sustainable bank.
We are looking for a proactive and personable advisor with banking experience to fill the role of Relationship Banker. You’ll be a face of the branch as you enhance customer relationships, refer customers to appropriate business partners, and sell financial products to prospective clients.
You are the first point-of-contact you’ll assess customers’ needs and recommend financial solutions for personal banking, lending, home financing, small business solutions, and more. Managing an assigned portfolio, you’ll also identify opportunities to deepen existing relationships.
This means you’ll do everything from establishing new accounts in compliance with regulations and bank procedures, to promoting financial products through assigned leads, outbound calls, telemarketing, targeted direct mailings, and in-branch selling. You’ll also proactively educate customers about digital self-service options such as how to enroll in online banking, how to pay bills online, and how to make remote deposits.
Relationship Banker is a collaborative role that works with internal partners including business relationship managers, mortgage bankers, and others. Success will be defined by meeting individual goals that contribute to increased branch sales, revenues, and customer experience. You may also handle frontline responsibilities as needed.
Qualifications
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
What you need
• Experience with banking sales and products
• University degree or equivalent experience
• A personable nature and good customer service skills, both verbal and written, as well as presentation skills and impeccable telephone etiquette
• Strong knowledge of banking products, consumer lending products, credit products, and other financial services
• Demonstrated sales ability and portfolio management experience
• The ability to build relationships, be part of a team, and work collaboratively
• Problem solving skills and a can-do attitude
• A strong attention to detail
• Comfort and proficiency working with technology and software
• A willingness to enthusiastically manage constantly changing priorities
What’s in it for you?
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200 year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the West’s commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
We provide our team members with the resources they need to be successful at work, and to thrive outside the office. Whether it’s our healthcare benefits, a gym subsidy, parental leave, global opportunities, flexible working, or simply a pack of post-it notes, we make sure you have what you need.
Annual Hiring Range/Hourly Rate:
$21.50 - $22.00
Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level.
In addition to base salary, this position is eligible for quarterly incentives.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Job: Sales
Location: United States-Colorado-Fort Morgan
Requisition ID: 067806 Show more details...
Description...
What you’ll do
As part of Bank of the West, you’ll be making a positive impact on the environment, your community, and the planet at a leading sustainable bank.
We are looking for a proactive and personable advisor with banking experience to fill the role of Relationship Banker. You’ll be a face of the branch as you enhance customer relationships, refer customers to appropriate business partners, and sell financial products to prospective clients.
You are the first point-of-contact you’ll assess customers’ needs and recommend financial solutions for personal banking, lending, home financing, small business solutions, and more. Managing an assigned portfolio, you’ll also identify opportunities to deepen existing relationships.
This means you’ll do everything from establishing new accounts in compliance with regulations and bank procedures, to promoting financial products through assigned leads, outbound calls, telemarketing, targeted direct mailings, and in-branch selling. You’ll also proactively educate customers about digital self-service options such as how to enroll in online banking, how to pay bills online, and how to make remote deposits.
Relationship Banker is a collaborative role that works with internal partners including business relationship managers, mortgage bankers, and others. Success will be defined by meeting individual goals that contribute to increased branch sales, revenues, and customer experience. You may also handle frontline responsibilities as needed.
Qualifications
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
What you need
• Experience with banking sales and products
• University degree or equivalent experience
• A personable nature and good customer service skills, both verbal and written, as well as presentation skills and impeccable telephone etiquette
• Strong knowledge of banking products, consumer lending products, credit products, and other financial services
• Demonstrated sales ability and portfolio management experience
• The ability to build relationships, be part of a team, and work collaboratively
• Problem solving skills and a can-do attitude
• A strong attention to detail
• Comfort and proficiency working with technology and software
• A willingness to enthusiastically manage constantly changing priorities
What’s in it for you?
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200 year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the West’s commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
We provide our team members with the resources they need to be successful at work, and to thrive outside the office. Whether it’s our healthcare benefits, a gym subsidy, parental leave, global opportunities, flexible working, or simply a pack of post-it notes, we make sure you have what you need.
Annual Hiring Range/Hourly Rate:
$21.50 - $22.00
Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level.
In addition to base salary, this position is eligible for quarterly incentives.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Job: Sales
Location: United States-Colorado-Fort Morgan
Requisition ID: 067806 Show more details...
via Bank Of The West - Talentify
posted_at: 1 month agoschedule_type: Full-time
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO... offers abroad range of financial services to help
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO... offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the West’s commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society Job Description Summary Responsible for the sourcing, securing, developing, and retaining profitable business banking relationships within the assigned region. Primary focus is on finding new business opportunities to sell the Bank's products and services and retaining and expanding existing relationships. Responsible for contributing to the assigned Region's credit portfolio quality and processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of moderate to complex business banking or community market commercial relationships. This position is the mid-level of the Relationship Manager job family. Essential Job Functions - Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs. Primary focus is on finding new business opportunities to sell the Bank's products and services. Conducts interviews with applicants to thoroughly understands current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs. - Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include Deposit Products, Cash Management, Trade Services, Capital Markets products, loan products and personal banking products and services. - Obtains financial statements, tax returns, and other credit information and maintains electronic credit files for all existing customers. Conducts analysis of pertinent credit information and/or credit checks. - Works closely with central underwriting teams for new credit requests and renewals ensuring that all relevant financial and non-financial information is available to the underwriter. Generally underwrites new relationship credit requests for approval. - Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Works closely with centralized underwriting and portfolio management teams to ensure responsiveness to portfolio management needs and timeliness of reporting responses. Other Job Duties - Manages all communications with customer related to credit and non-credit issues. Works with commercial documentation department and Business Credit Management team in the review and negotiation of loan documents. Maintains assigned annual goals for portfolio growth, new business development and portfolio maintenance. Will be ranked among peers on the Division Scorecards. - Ensures job duties are performed within established BOW controls, risk, and audit protocols. - Performs other duties as assigned
Show more details...
via Glassdoor
posted_at: 23 days agoschedule_type: Full-timesalary: 100K a yearwork_from_home: 1
Sr. Lead Business Development Officer, Vendor Finance
- (065903...
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history
Sr. Lead Business Development Officer, Vendor Finance
- (065903...
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the West’s commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
Job Description Summary
Expert in identification and development of strategic equipment manufacturer finance programs. Establishes strategic development plan for target manufacturer prospects and is responsible for implementing the development plan. Manufacturer programs can be large complex relationships that are highly competitive to capture and can involve working with multiple areas of EFD and other areas of the Bank to establish specific processes and system enhancements to support the program. Frequently communicates with executives at target prospects and within the Bank. Must be very comfortable working with executives in the context of a complex sales process. Is an expert in targeted equipment and industry segments, i.e. knows the leading manufacturers, channel partners, sales processes, finance products and support services specific to assigned equipment or industry segment(s).
Essential Job Functions
• Works within targeted equipment or industry segment to develop relationships with key executives at target prospects.
• Creates prospect development strategies by analyzing each prospect’s current vendor finance business model and determining how it may be improved by applying EFD’s and the Bank’s products and services.
• Makes frequent calls on target prospects and brings in EFD management and Division Executive as appropriate.
• Composes presentations for target prospects creating awareness of EFD/BoW capabilities and address specific prospect needs. Prospect needs typically are somewhat unique and solutions can be complex involving organizational design, systems, processes, underwriting and finance structuring. Often involves working with multiple functions for content and review.
• Drafts proposals for new programs and upgrading existing programs. Proposal composition requires working with multiple functions for content and review.
• Frequently works with BNP Paribas Leasing Solutions employees on joint business development efforts for large international prospects.
• Attends trade shows and industry events. Uses these opportunities to meet with prospects to cultivate relationships.
• Provides guidance and training to EFD employees with respect to equipment and industry segment developments and prospect program requirements.
Other Job Duties
• Responsible for managing program implementation which can be complex, involve multiple functions and require extensive planning, organization and project management.
• Following new program implementation maintains relationship with client executives and works with the Program Manager to transition client relationship.
• Performs other duties as assigned.
#LI-Remote
Required Qualifications
• Bachelor’s Degree
• 10 years’ experience in Equipment Finance
• Presentation Skills
• Mature and Professional Attitude
• Proven Success in Business Development
• Dependability and Strong Work Ethic
• Analytical Skills
• Self-Reliance
This position is remote as long as it is in within our 27 state working footprint which includes AZ, CA, CO, FL, GA, ID, IA, IL, KS, MI, MN, MO, NE, NV, NM, NC, ND, OH, OK, OR, SD, TX, UT, WA, WI, WY, NY.
For Colorado-based roles: The Salary Minimum is $100,000.00, plus incentive compensation. Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level. The pay ratio between base pay and target incentive (if applicable) will be finalized at offer.
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
#LI-AM1
#LI-Remote
Primary Location United States-Arizona-General AZ
Other Locations United States-Wisconsin-General WI, United States-Ohio-General OH, United States-Iowa-General IA, United States-Minnesota-General MN, United States-Kansas-General KS, United States-Texas-General TX, United States-New York-General NY, United States-North Dakota-General ND, United States-South Dakota-General SD, United States-Wyoming-General WY, United States-Oregon-General OR, United States-Nebraska-General NE, United States-Georgia-General GA, United States-Washington-General WA, United States-Florida-General FL, United States-Oklahoma-General OK, United States-North Carolina-General NC, United States-Nevada-General NV, United States-Idaho-General ID, United States-Utah-General UT, United States-Michigan-General MI, United States-New Mexico-General NM, United States-California-General CA, United States-Missouri-General MO, United States-Illinois-General IL
Job Sales and Sales Related
Job Posting Feb 13, 2023, 2:29:38 PM Show more details...
- (065903...
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the West’s commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
Job Description Summary
Expert in identification and development of strategic equipment manufacturer finance programs. Establishes strategic development plan for target manufacturer prospects and is responsible for implementing the development plan. Manufacturer programs can be large complex relationships that are highly competitive to capture and can involve working with multiple areas of EFD and other areas of the Bank to establish specific processes and system enhancements to support the program. Frequently communicates with executives at target prospects and within the Bank. Must be very comfortable working with executives in the context of a complex sales process. Is an expert in targeted equipment and industry segments, i.e. knows the leading manufacturers, channel partners, sales processes, finance products and support services specific to assigned equipment or industry segment(s).
Essential Job Functions
• Works within targeted equipment or industry segment to develop relationships with key executives at target prospects.
• Creates prospect development strategies by analyzing each prospect’s current vendor finance business model and determining how it may be improved by applying EFD’s and the Bank’s products and services.
• Makes frequent calls on target prospects and brings in EFD management and Division Executive as appropriate.
• Composes presentations for target prospects creating awareness of EFD/BoW capabilities and address specific prospect needs. Prospect needs typically are somewhat unique and solutions can be complex involving organizational design, systems, processes, underwriting and finance structuring. Often involves working with multiple functions for content and review.
• Drafts proposals for new programs and upgrading existing programs. Proposal composition requires working with multiple functions for content and review.
• Frequently works with BNP Paribas Leasing Solutions employees on joint business development efforts for large international prospects.
• Attends trade shows and industry events. Uses these opportunities to meet with prospects to cultivate relationships.
• Provides guidance and training to EFD employees with respect to equipment and industry segment developments and prospect program requirements.
Other Job Duties
• Responsible for managing program implementation which can be complex, involve multiple functions and require extensive planning, organization and project management.
• Following new program implementation maintains relationship with client executives and works with the Program Manager to transition client relationship.
• Performs other duties as assigned.
#LI-Remote
Required Qualifications
• Bachelor’s Degree
• 10 years’ experience in Equipment Finance
• Presentation Skills
• Mature and Professional Attitude
• Proven Success in Business Development
• Dependability and Strong Work Ethic
• Analytical Skills
• Self-Reliance
This position is remote as long as it is in within our 27 state working footprint which includes AZ, CA, CO, FL, GA, ID, IA, IL, KS, MI, MN, MO, NE, NV, NM, NC, ND, OH, OK, OR, SD, TX, UT, WA, WI, WY, NY.
For Colorado-based roles: The Salary Minimum is $100,000.00, plus incentive compensation. Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level. The pay ratio between base pay and target incentive (if applicable) will be finalized at offer.
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
#LI-AM1
#LI-Remote
Primary Location United States-Arizona-General AZ
Other Locations United States-Wisconsin-General WI, United States-Ohio-General OH, United States-Iowa-General IA, United States-Minnesota-General MN, United States-Kansas-General KS, United States-Texas-General TX, United States-New York-General NY, United States-North Dakota-General ND, United States-South Dakota-General SD, United States-Wyoming-General WY, United States-Oregon-General OR, United States-Nebraska-General NE, United States-Georgia-General GA, United States-Washington-General WA, United States-Florida-General FL, United States-Oklahoma-General OK, United States-North Carolina-General NC, United States-Nevada-General NV, United States-Idaho-General ID, United States-Utah-General UT, United States-Michigan-General MI, United States-New Mexico-General NM, United States-California-General CA, United States-Missouri-General MO, United States-Illinois-General IL
Job Sales and Sales Related
Job Posting Feb 13, 2023, 2:29:38 PM Show more details...
via Lensa
posted_at: 19 days agoschedule_type: Full-time
Sr. Lead Relationship Manager
Description...
At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200 year history of success. BMO offers
Sr. Lead Relationship Manager
Description...
At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200 year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the Wests commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
Job Description Summary
Responsible for the sourcing, securing, developing, and retaining profitable banking relationships within the assigned region. Primary focus is on finding new business opportunities to sell the Bank's products and services for Commercial Banking Multinational Clients . Responsible for contributing to the assigned Region's credit portfolio quality and participates in processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of the most complex relationships including direct lending and agented syndicated facilities. May act in a lead capacity over Associate Relationship Managers and Relationship Managers providing guidance and supports work flow. This position is the most experienced level of Relationship Manager job family and is typically responsible for the largest and most complex commercial banking group relationships as applicable to the line of business.
Essential Job Functions
• Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs. Primary focus is on finding new business opportunities to sell the Bank's products and services. Conducts interviews with applicants to thoroughly understands current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs.
• Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include Cash Management, Syndication, and the Capital Market Group.
• Assists in obtaining financial statements, tax returns, and other credit information and maintaining individual credit files for all existing customers. Participates in analysis of pertinent credit information and/or credit checks.
• Collaborates in write up of all Credit Requests, Variances and other correspondence related to the relationship. Presents credits at loan committee.
• Works with loan administration in the review and negotiation of loan documents.
• Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Prepares quarterly loan reports on existing portfolio.
Other Job Duties
• Maintains assigned annual goals for portfolio maintenance, portfolio growth, and new business development, and will be ranked among peers on the Division Scorecard.
• Ensures job duties are performed within established BOW controls, risk, and audit protocols.
• Performs other duties as assigned.
Qualifications
Required Experience
• Requires mastery level knowledge of job area typically obtained through advanced education combined with experience.
• May have deep knowledge of project management.
• Requires 10 years minimum prior relevant experience.
• Demonstrated success in managing multinational clients
Education
• Bachelor's Degree Business or Finance
Skills
• Solid understanding of underwriting and analysis for companies of all sizes and complexities.
• High degree of comfort and familiarity with use and application of commercial lending principles.
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
Annual Hiring Range:
$135,000-$175,500
The base salary opportunity can vary based on candidate’s geographic location, experience, knowledge, skills, and abilities. In addition to base salary, this position is eligible for annual incentives.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance, subject to the requirements of all state and federal laws and regulations.
#LI-AM1 #hybrid
Job: Sales and Sales Related
Location: United States-Georgia-Atlanta
Requisition ID: 067764 Show more details...
Description...
At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200 year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the Wests commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
Job Description Summary
Responsible for the sourcing, securing, developing, and retaining profitable banking relationships within the assigned region. Primary focus is on finding new business opportunities to sell the Bank's products and services for Commercial Banking Multinational Clients . Responsible for contributing to the assigned Region's credit portfolio quality and participates in processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of the most complex relationships including direct lending and agented syndicated facilities. May act in a lead capacity over Associate Relationship Managers and Relationship Managers providing guidance and supports work flow. This position is the most experienced level of Relationship Manager job family and is typically responsible for the largest and most complex commercial banking group relationships as applicable to the line of business.
Essential Job Functions
• Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs. Primary focus is on finding new business opportunities to sell the Bank's products and services. Conducts interviews with applicants to thoroughly understands current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs.
• Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include Cash Management, Syndication, and the Capital Market Group.
• Assists in obtaining financial statements, tax returns, and other credit information and maintaining individual credit files for all existing customers. Participates in analysis of pertinent credit information and/or credit checks.
• Collaborates in write up of all Credit Requests, Variances and other correspondence related to the relationship. Presents credits at loan committee.
• Works with loan administration in the review and negotiation of loan documents.
• Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Prepares quarterly loan reports on existing portfolio.
Other Job Duties
• Maintains assigned annual goals for portfolio maintenance, portfolio growth, and new business development, and will be ranked among peers on the Division Scorecard.
• Ensures job duties are performed within established BOW controls, risk, and audit protocols.
• Performs other duties as assigned.
Qualifications
Required Experience
• Requires mastery level knowledge of job area typically obtained through advanced education combined with experience.
• May have deep knowledge of project management.
• Requires 10 years minimum prior relevant experience.
• Demonstrated success in managing multinational clients
Education
• Bachelor's Degree Business or Finance
Skills
• Solid understanding of underwriting and analysis for companies of all sizes and complexities.
• High degree of comfort and familiarity with use and application of commercial lending principles.
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
Annual Hiring Range:
$135,000-$175,500
The base salary opportunity can vary based on candidate’s geographic location, experience, knowledge, skills, and abilities. In addition to base salary, this position is eligible for annual incentives.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance, subject to the requirements of all state and federal laws and regulations.
#LI-AM1 #hybrid
Job: Sales and Sales Related
Location: United States-Georgia-Atlanta
Requisition ID: 067764 Show more details...
via Adzuna
schedule_type: Full-time
At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200 year history of success. BMO... offers abroad range of financial services to help customers
At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200 year history of success. BMO... offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the Wests commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.
Summary
Provides 1st level technical support service and call resolution of operational and transactional issues for the RBG Cash Management product lines using defined procedures and work instructions. Partners with operational support units and third party vendors of the bank to resolve issues.
Essential Job Functions
• Investigates and resolves a variety of basic operational problems, usually related to specific transactions of the Cash Management product line and operational processes linked to operational support units and third party vendors of the bank.
• Serves as first point of contact for "Cash Management customers" needing trouble resolution to depository and other product / services.
• Provides technical support to Cash Management relationship unit when complexity of issues requires additional support.
• Acts as a liaison to resolve service or operational issues with operations, product management and sales as required. Handles technical or service issues as appropriate to maintain service level agreements.
• Communicates and trains customers on product operational changes.
• Provides support with documentation, maintenance, ordering supplies, updates customer profile, completes various forms to link the accounts to existing products and services.
• Maintains current knowledge of products and systems related to deposit and cash management products and services.
Other Job Duties
• Performs other duties as assigned.
Required Experience
• Requires basic job knowledge of systems and procedures obtained through prior work experience or education.
• Requires 3 years minimum experience.
• May require vocational or technical education in addition to prior work experience.
Skills
• Basic knowledge and understanding of technical, PC-based cash management products.
• Basic knowledge on back office operational processes related to all cash management products and services preferable.
• Basic knowledge of call center/customer support, banking products, PC operations, and general documentation processing is required.
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
Annual Hiring Range/Hourly Rate:
$24.04. - $25.00
The base salary opportunity can vary based on candidate's geographic location, experience, knowledge, skills, and abilities.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance, subject to the requirements of all state and federal laws and regulations Show more details...
Summary
Provides 1st level technical support service and call resolution of operational and transactional issues for the RBG Cash Management product lines using defined procedures and work instructions. Partners with operational support units and third party vendors of the bank to resolve issues.
Essential Job Functions
• Investigates and resolves a variety of basic operational problems, usually related to specific transactions of the Cash Management product line and operational processes linked to operational support units and third party vendors of the bank.
• Serves as first point of contact for "Cash Management customers" needing trouble resolution to depository and other product / services.
• Provides technical support to Cash Management relationship unit when complexity of issues requires additional support.
• Acts as a liaison to resolve service or operational issues with operations, product management and sales as required. Handles technical or service issues as appropriate to maintain service level agreements.
• Communicates and trains customers on product operational changes.
• Provides support with documentation, maintenance, ordering supplies, updates customer profile, completes various forms to link the accounts to existing products and services.
• Maintains current knowledge of products and systems related to deposit and cash management products and services.
Other Job Duties
• Performs other duties as assigned.
Required Experience
• Requires basic job knowledge of systems and procedures obtained through prior work experience or education.
• Requires 3 years minimum experience.
• May require vocational or technical education in addition to prior work experience.
Skills
• Basic knowledge and understanding of technical, PC-based cash management products.
• Basic knowledge on back office operational processes related to all cash management products and services preferable.
• Basic knowledge of call center/customer support, banking products, PC operations, and general documentation processing is required.
To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.
Annual Hiring Range/Hourly Rate:
$24.04. - $25.00
The base salary opportunity can vary based on candidate's geographic location, experience, knowledge, skills, and abilities.
Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance, subject to the requirements of all state and federal laws and regulations Show more details...
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