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6 Days Ago
2 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The Commercial Portfolio Manager supports commercial loan and deposit portfolios, conducts financial analyses to assess creditworthiness, compiles loan packages, and provides portfolio management. Responsibilities include compliance monitoring, risk grading, and collaborating with relationship managers. This role requires a commitment to fair lending practices and maintaining positive relationships with clients and internal partners.
6 Days Ago
Billing, PA, USA
Entry level
Entry level
Fintech • Payments • Financial Services
The Credit Specialist is responsible for setting up new customer applications, verifying references, pulling credit reports, and performing administrative tasks. The role requires contacting vendors, researching companies online, and entering data into systems like Cadence and CBCentral, all while providing excellent customer relations.
Top Skills: ExcelOutlook,CadenceWord
6 Days Ago
Delray Beach, FL, USA
Junior
Junior
Fintech • Payments • Financial Services
The Floating FSR is responsible for managing customer relationships within the bank, performing role functions of a Personal Banker, opening deposit accounts, providing customer service, resolving complaints, and ensuring compliance with banking regulations. This position also requires knowledge of financial services and using customer-facing technology.
6 Days Ago
3 Locations
124K-198K Annually
Senior level
124K-198K Annually
Senior level
Fintech • Payments • Financial Services
The Relationship Manager III is responsible for managing complex commercial banking relationships, ensuring profitability and risk management. This involves assessing creditworthiness for loan requests, guiding junior staff, and maintaining an active pipeline of new business opportunities while providing expert financial advice to clients.
6 Days Ago
South of Broad, Charleston, SC, USA
Junior
Junior
Fintech • Payments • Financial Services
The Administrative Assistant will manage tasks and challenges effectively in their designated role, ensuring organized administrative workload. Responsibilities include preparing reports in Excel, maintaining calendars, processing expenses, and supporting team interactions while adhering to bank policies and procedures. A positive attitude and keen attention to detail are essential for providing assistance and communicating effectively with clients and coworkers.
Top Skills: ExcelMS Office
6 Days Ago
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Commercial Portfolio Manager I evaluates and manages commercial loan and deposit portfolios for Relationship Managers, providing quality underwriting and superior client service. Responsibilities include analyzing financial data, compiling loan packages, ensuring compliance, and maintaining relationships with clients and internal stakeholders.
6 Days Ago
Georgetown, TX, USA
Senior level
Senior level
Fintech • Payments • Financial Services
The Relationship Manager III is responsible for developing and managing complex commercial banking relationships, ensuring profitability while managing risk. Responsibilities include relationship management, credit assessment, and business development through active customer engagement and community involvement.
6 Days Ago
Greenville, SC, USA
Mid level
Mid level
Fintech • Payments • Financial Services
The Commercial Portfolio Manager supports the commercial loan and deposit portfolio, providing quality underwriting and portfolio management. Responsibilities include analyzing financial information, compiling loan packages, ensuring compliance with regulations, and managing client relationships. The role involves collaboration with internal stakeholders and assisting in credit presentations.
6 Days Ago
Houston, TX, USA
Junior
Junior
Fintech • Payments • Financial Services
The Commercial Portfolio Manager I supports the commercial loan portfolio through client service, financial analysis, and compliance with regulations. Responsibilities include analyzing loan requests, managing client relationships, assuring document compliance, and maintaining risk assessments. This position requires strong communication skills and the ability to collaborate with various stakeholders.
6 Days Ago
Downtown, PA, USA
46K-74K Annually
Mid level
46K-74K Annually
Mid level
Fintech • Payments • Financial Services
The TM Sales Analyst I provides strategic sales support to Treasury Management sales teams, focusing on growing revenue and client penetration. Responsibilities include preparing proposals, conducting data analysis for client metrics, and coordinating relationship reviews. The role requires strong client focus and industry expertise, along with expertise in Treasury Management products and compliance.
Top Skills: MS Office
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