Loan Officers

**About this role:**

Wells Fargo is seeking a Business Accountability Senior Manager to lead and drive the design, development, deployment, and adoption of enhancements to the Consumer Lending Change Management infrastructure. This leader will work across the Consumer Lending organization under aggressive timelines to deliver a world class business change management infrastructure through development and deployment of an operational framework supporting high volume, mid to low complexity business change. Working across multiple stakeholders and business needs to find common yet scalable solutions will be critical for this Senior Manager.

The Consumer Lending Shared Services (CLSS) team is responsible for delivering common services across the Consumer Lending organization. CLSS does that by developing and leading core framework and championing common infrastructure cross-business initiatives that enhance drive excellence in execution, strengthens risk management and increases our overall efficiency across the Consumer Lending group.

The position will report to the Consumer Lending Change Management and New Business Initiatives manager in Consumer Lending Shared Services, Portfolio & Delivery Services team. Learn more about the career areas and business divisions at wellsfargojobs.com.

**In this role, you will:**

+ Manage and develop teams of specialists to oversee moderate to highly complex activities associated with the development and implementation of business-specific programs, processes, and controls which identify, assess, monitor, measure, and mitigate risk

+ Act as an advisor to senior leadership to develop and influence Change Management Target Operating Model components governing and supporting execution of high volume, mid to low complexity business change management. Core focus areas will include: operational specifications, resource needs, goals and measurement metrics, to establish holistic framework to deliver best in class change governance and execution

+ Focus on leveraging common framework and infrastructure consistently across Consumer Lending to mitigate risk, standardize documentation, enhance execution and develop common control strategies on behalf of the business

+ Lead the strategy and resolution of highly complex current and emerging risks which require understanding of business-specific knowledge related to financial crimes, operational risk, audit, legal, credit risk, market risk, IT, systems security, business process management, and applicable business acumen

+ Partner to deploy, onboard, and drive adoption of a new infrastructure leveraging a selected vendor solution

+ Drive continuous enhancements in the Consumer Lending Change Management environment by implementing new practices and controls that can reduce risk and be deployed at scale to strengthen change management effectiveness

+ Identify and recommend opportunities for process improvement, risk mitigation, and control strategies

+ Engage and influence business heads, regulators, control management, risk, legal, and audit partners to successfully ensure appropriate management of business risk

+ Develop and guide a culture of talent development to meet business objectives and strategy

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

**Required Qualifications:**

+ 6+ years of risk management, business controls, or compliance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 3+ years of management experience

**Desired Qualifications:**

+ 5+ years of change management experience

+ Experience with Consumer Lending business lines and products, preferably within the financial services industry

+ Strategic planning experience in translating leadership vision into executable strategies and initiatives enterprise-wide

+ Experience assessing the adequacy of policies, procedures and processes (includes compliance and building and/or owning operational controls within a large complex organization)

+ Proven ability to work collaboratively and build relationships across a large number of stakeholders and communicate complex concepts in a clear manner, including discussions with senior management

+ Demonstrated ability to exercise independent judgment and creative problem-solving techniques to discern customer, technical, and process impacts

+ Experience leading work efforts and consulting with senior leaders and functional partners to identify opportunities to improve processes and drive for consistency while mitigating risks

+ Leadership experience and ability to effectively manage and engage teams, drive results, navigate conflict, provide feedback/direction, and manage and build relationships with leaders and team members

+ Demonstrated ability to enhance and implement new processes by proactively identifying roadblocks and developing recommendations for unforeseen issues

+ Prior experience working independently in large matrixed corporate environments leading initiatives that impact people, processes, and technology

+ Proven ability to facilitate high impact conversations, navigate conflict and negotiate for an outcome that balances the needs of the business

+ Strong risk management leadership skills

+ Experience with product, program or project management, including Waterfall and Agile project methodologies and its tools like Jira and Confluence

+ Experience executing in a fast paced, high demand, environment while balancing multiple priorities and meeting aggressive deadlines

+ Strong operational process knowledge

+ Experience presenting information in a manner that persuades, educates, and enhances understanding at all levels

+ Service Now application suite experience

+ Experience working in a highly regulated environment

**Job Expectations:**

+ Willingness to work on-site at stated location on the job opening

+ This position offers a hybrid work schedule

+ Ability to travel up to 15%

**Locations:**

+ 2800 S Price Rd, Chandler, AZ 85286

+ 550 S Tryon Charlotte, NC 28202

+ 1525 W W T Harris Blvd, Charlotte, NC 28262

+ 2200 Concord Pike, Wilmington, DE 19803

+ 800 S Jordan Creek Pkwy West Des Moines, IA 50266

+ 660 S 4th St Minneapolis, MN 55415

+ 250 E John Carpenter Fwy, Irving, TX 75062

This position is not eligible for Visa sponsorship.

**Posting End Date:**

18 May 2024

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

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

**Company:** WELLS FARGO BANK

**Req Number:** R-356465-2

**Updated:** Thu May 16 00:00:00 UTC 2024

**Location:** CHANDLER,Arizona

**Overview**

**_**This position is contingent upon award of contract**_**

SOS International LLC (SOSi) is seeking a **Theater Operations Branch Manager** at **Fort Huachuca, AZ** in support of a large, mission-critical IT services and support program with continuous (24x7) operations. The Theater Operations Branch Manager reports to the Theater Operations Division Manager and is responsible for all requirements associated with Theater Operations to include the Operations Bridge, SA Cell, and ARC Teams. Additionally, the Operations Branch Manager acts as the Operations Bridge Team Lead providing direct supervision of all Operations Bridge Managers.

**Essential Job Duties**

+ Acts as first line of support for the Action Request Center, Operations Bridge Manager, and Situational Awareness Cell Team Leads.

+ Interacts with peers (Branch Managers) to establish and maintain lines of communications while providing direction and motivation to team leads under his/her supervision.

+ Perform as the Operations Subject Matter Expert providing technical direction to the Operations Bridge Team.

+ Provide 24/7 operational oversight and support for all managed services.

+ Support and plan for all exercises to include COOP, TTX, and rehearsals.

+ Prepare AAR documentation following exercises to capture all lessons learned.

+ Maintain awareness of all outages affecting managed assets, tracking customer impact, and resolution of events.

+ Make sound decisions about cyber operations, service delivery and incident response; facilitate resolution on critical events.

+ Ensure situational understanding is obtained to ensure proper prioritization of IT incidents, ensure that resources are assigned appropriately towards incident resolution, and operational impact is understood.

+ Monitor, approve, and manage Authorized Service Interruptions (ASI) for the CONUS Network.

+ Ensure accurate reporting to senior leaders and higher headquarters.

+ Ensure prompt incident response and conformance to organizational processes and service level targets (SLT).

+ Monitor a variety of cyber assets using multiple tool sets to ensure the Army's CONUS network is available.

+ Identify issues and anomalies within the network; exercise personnel call-out procedures to react to alerts and other network events requiring emergency response.

+ Review Commander's Critical Information Reports (CCIR) for technical accuracy prior to distribution to the CONUS Theater +J89.

+ Assess new services, technologies, software tools, and network devices that may improve abilities to proactively monitor performance, remediate concerns, and offer recommendations for improvement.

+ Support DCO requirements by providing support services for the protection, monitoring, analysis, detection, and response to unauthorized activity within the DoD Information Systems and Networks.

+ Develop and/or maintain SOPs, TTPs, and SmartBooks associated with current knowledge of relevant technologies as assigned.

+ Collaborate with external agencies, LE/CI, GTMs, Branch Chiefs, Division Chiefs and Leadership.

+ Supervisory duties include but are not limited to reporting and timekeeping; technical/administrative training; communications with the government; ensuring high quality service delivery or reports; scheduling to effectively utilize all team resources; support management decision-making; committing to quality management standards, QA/QC compliance, and metrics analysis. Approve team schedules ensuring mission coverage.

+ Provide sound guidance to contract staff in the absence of instructions; ensuring teams perform to established standards. This includes performance feedback for direct reports, as well as second-level approvals.

+ Nominate employees for recognition and awards; provide mentorship for leadership development.

+ Participate in leadership development and succession planning for program.

**Minimum Requirements**

+ Active in scope Secret clearance

+ Bachelor’s degree in Information Technology, computer science, or relevant discipline AND eight (8) years’ experience (Master's Degree preferred)

+ Experience substitution in lieu of education: Associate degree + 10 years’ experience OR High School Diploma + 12 years’ experience.

+ ITIL foundation certification

+ Knowledgeable in the mission and operational requirements of the U.S. Army

+ Demonstrated understanding of U.S. Army IT operational and technical requirements and Risk Management Framework (RMF)

+ Must be willing to work overtime, after hours, holidays, and weekends, as necessary

**Preferred Qualifications**

+ Master’s degree in Organizational Management, Telecommunications, Cybersecurity, National Security Strategy, Information Technology, Computer Science, or a related field

+ IAM Level II Certification (CAP, CASP+ CE, CCISO, CISM, CISSP (or Associate), or GSLC) or higher

+ ITIL 4 certification

+ PMP Certification

+ 3-5 years or more of supervisory experience

**Work Environment**

+ Working conditions are normal for an office environment.

+ Fast paced, deadline-oriented environment.

+ May require periods of non-traditional working hours including consecutive nights or weekends (if applicable)

SOSi is an equal employment opportunity employer and affirmative action employer. All interested individuals will receive consideration and will not be discriminated against on the basis of race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity, genetic information, or protected veteran status. SOSi takes affirmative action in support of its policy to advance diversity and inclusion of individuals who are minorities, women, protected veterans, and individuals with disabilities.

**Position Overview**

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in the Glendale, AZ market.

PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to facilitate cash flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI) relationships to meet and exceed sales goals and business objectives. You will work with internal services partners to on-board and expand the business portfolio.

**Job Description**

+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.

+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.

+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.

+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.

+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

**Qualifications**

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

**Competencies**

Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy

**Work Experience**

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

**Education**

Bachelors

**Certifications**

No Required Certification(s)

**Licenses**

No Required License(s)

**Benefits**

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.

_*For more information, please click on the following links:_

Time Away from Work (https://www.pncbenefits.com/timeaway.html)

_PNC Full-Time Benefits Summary_

PNC Part-Time Benefits Summary (https://www.pncbenefits.com/ft-benefits-overview.html)

**Disability Accommodations Statement**

If an accommodation is required to participate in the application process, please contact us via email at [email protected] . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

**Equal Employment Opportunity (EEO)**

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

**Position Overview**

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in the Glendale, AZ market.

PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to facilitate cash flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI) relationships to meet and exceed sales goals and business objectives. You will work with internal services partners to on-board and expand the business portfolio.

**Job Description**

+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.

+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.

+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.

+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.

+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

**Qualifications**

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

**Competencies**

Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy

**Work Experience**

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

**Education**

Bachelors

**Certifications**

No Required Certification(s)

**Licenses**

No Required License(s)

**Benefits**

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.

_*For more information, please click on the following links:_

Time Away from Work (https://www.pncbenefits.com/timeaway.html)

_PNC Full-Time Benefits Summary_

PNC Part-Time Benefits Summary (https://www.pncbenefits.com/ft-benefits-overview.html)

**Disability Accommodations Statement**

If an accommodation is required to participate in the application process, please contact us via email at [email protected] . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

**Equal Employment Opportunity (EEO)**

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

**Position Overview**

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in the Glendale, AZ market.

PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to facilitate cash flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI) relationships to meet and exceed sales goals and business objectives. You will work with internal services partners to on-board and expand the business portfolio.

**Job Description**

+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.

+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.

+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.

+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.

+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

**Qualifications**

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

**Competencies**

Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy

**Work Experience**

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

**Education**

Bachelors

**Certifications**

No Required Certification(s)

**Licenses**

No Required License(s)

**Benefits**

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.

_*For more information, please click on the following links:_

Time Away from Work (https://www.pncbenefits.com/timeaway.html)

_PNC Full-Time Benefits Summary_

PNC Part-Time Benefits Summary (https://www.pncbenefits.com/ft-benefits-overview.html)

**Disability Accommodations Statement**

If an accommodation is required to participate in the application process, please contact us via email at [email protected] . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

**Equal Employment Opportunity (EEO)**

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

**Position Overview**

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in the Glendale, AZ market.

PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to facilitate cash flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI) relationships to meet and exceed sales goals and business objectives. You will work with internal services partners to on-board and expand the business portfolio.

**Job Description**

+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.

+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.

+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.

+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.

+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

**Qualifications**

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

**Competencies**

Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy

**Work Experience**

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

**Education**

Bachelors

**Certifications**

No Required Certification(s)

**Licenses**

No Required License(s)

**Benefits**

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.

_*For more information, please click on the following links:_

Time Away from Work (https://www.pncbenefits.com/timeaway.html)

_PNC Full-Time Benefits Summary_

PNC Part-Time Benefits Summary (https://www.pncbenefits.com/ft-benefits-overview.html)

**Disability Accommodations Statement**

If an accommodation is required to participate in the application process, please contact us via email at [email protected] . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

**Equal Employment Opportunity (EEO)**

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

**Why Wells Fargo:**

Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today.

**About this role:**

Wells Fargo is seeking a Forward Hire Associate Branch Manager (SAFE) for National Branch Network as part of the Consumer, Small and Business Banking division. You will be a trailblazer in this new endeavor for Wells Fargo. This is a highly visible, critical role with a great career path. The Associate Branch Manager Forward Hire is designed to provide a consistent and positive customer and employee experience across a specific geography. Throughout your time as a Forward Hire Associate Branch Manager, you will increase the depth and breadth of your experience leading and managing teams by supporting multiple branch locations in the district. Based on business needs and as opportunities arise, the Forward Hire Associate Branch Manager (SAFE) employee will transition to either Associate Branch Manager or Branch Manager (SAFE) within the geography.

Once moved into one these roles, you would be responsible for leading, managing and developing a diverse team of high-performing direct or indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes. Successful Branch Managers are able to lead a highly defined customer engagement process, coaching to specific behaviors that lead to an enhanced customer experience and drive growth of the business, while also leading accountability for operational excellence. This involves executing policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures, and managing the allocation of people and financial resources for the branch.

**In this role you will:**

+ Be flexible and adaptable to changing priorities, deadlines and new surroundings while meeting customer's needs.

+ Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially

+ Resolve tactical issues regarding the customer and employee experience, risk, and growth of the business to meet Branch Network business objectives

+ Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience

+ Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience

+ Meet customer needs by assisting with transactions, as needed; serve as a role model by delivering an exceptional customer experience and focusing on building relationships

+ Responsible for selection, evaluation, and development of staff

+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

**Required Qualifications:**

+ 2+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 1+ years of leadership experience

**Desired Qualifications:**

+ 4+ years of Banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and/or education

+ 2+ years of leadership experience

+ Leadership experience including coaching, training, developing, inspiring, and building a high performing team where adaptability, collaboration, and accountability to performance are critical to success

+ Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives

+ Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment

+ Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers

+ Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business

+ Experience building and maintaining effective relationships with customers, internal partners and within the community

+ Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention

+ Ability to interact with integrity and professionalism with customers and employees

+ Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking

+ Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

**Job Expectations:**

+ This position may potentially rove between branches in a specific geography to provide leadership support for locations where a branch manager is out of the office or to temporarily cover vacancies, until you are assigned to a branch.

+ In this role, the Forward Hire Associate Branch Manager will be expected to commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage and/or public transportation is provided).

+ Ability to work weekends and holidays as needed or scheduled

+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

+ This position is not eligible for Visa sponsorship

**Posting End Date:**

24 May 2024

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

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

**Company:** WELLS FARGO BANK

**Req Number:** R-369776

**Updated:** Mon May 13 00:00:00 UTC 2024

**Location:** MESA,Arizona

Be a trusted advisor to our most complex Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.

As a Client Relationship Manager (CRM) within the Commercial Bank, you will serve as the primary point of contact for each client assigned to your portfolio within Commercial Banking. The CRM is expected to be the client advocate and responsible for owning the client experience globally through the handling of the service and account management needs of designated high-profile clients who utilize complex depository and treasury products, which may include those both within the US and across our global footprint.

**Job Responsibilities**

+ Lead our complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles

+ Develop long term client relationships

+ Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction

+ Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies

+ Proactively discuss client trends/issues with internal partners to further customize solutions for clients

+ Actively participate in deal team meetings as new products and services are added to clients

+ Influence internal partners to recommend products and services based on knowledge of client behaviors

+ Learn and understand existing and upcoming technologies to support client consultation and requests

+ Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success

+ Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape

**Required Qualifications, Skills and Capabilities**

+ Comprehensive knowledge of Treasury Services and/or Custom Card products

+ Data Analytics & Change Management experience

+ Ability to influence others without direct supervision

+ Ability to provide quantifiable management reporting & present findings

+ Project Management & Execution

+ Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills

+ Strategic thinking with the ability to adapt to change

+ Demonstrated team building skills and ability to work in a team environment

+ 6+ years of client facing work experience

**Preferred Qualifications, skills and capabilities**

+ Bachelor of Science or Business Administration Degree

+ Passion for learning new operating models, technologies, and industry trends

+ Google G suites / Microsoft Office adept

**Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.**

+ Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more

+ Help the community through expansive volunteer opportunities

+ Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (20%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

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

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

The Human Capital Offering Portfolio focuses on helping organizations manage and sustain their performance through their most important asset: their people. Centered on five core issues, this Portfolio signifies to the market that we see Human Capital as a topic critical to the C-Suite. As we go-to-market we will show our clients that we serve more than HR organizations - from the CEO to CFO, Risk Manager to Business Unit leader-and that we deliver on our issues and help create value for our clients.

Human Capital As-A-Service

Today's disruptive environment calls for a different mindset and a new approach to drive organizational performance and enhance human capital development now and in the future. Deloitte Human Capital as a Service brings that insight, through broad and deep capabilities to help our clients optimize people, process, and technology to thrive in an unpredictable world.

Recruiting for this role ends on 5/24/2024.

Work you'll do

As part of our Business Strategy & Growth team, the Portfolio Management Specialist will be responsible for supporting the day-to-day strategy and innovation activities of one or more business portfolios, reporting to the Portfolio Owner(s), and will have the opportunity to collaborate with myriad teams and stakeholders across the firm to bring Deloitte's full breadth of capabilities to bear on portfolio initiatives. The right candidate will be able to support strategy development, drive execution of key initiatives, develop authoritative points of view and knowledge of the business over time, and foster meaningful relationships across the business. Specifically, you will:

+ Support Portfolio Owner(s) in developing strategy and strategic recommendations using quantitative and qualitative data (e.g., market analysis, competitive assessment, investment thesis and business case development, value proposition definition)

+ Conduct activities related to innovation, solution development, and product design/development, and innovation (e.g., ideation, customer needs/pain points, solution design/prototyping, roadmap development and management)

+ Co-develop and deliver immersive workshops and labs alongside team leadership

+ Maintain and leverage strong knowledge of general business and technology concepts, market dynamics, emerging technology, etc.

+ Manage day-to-day portfolio activities (e.g., project management/PMO, roadmap development and management, reporting), coordinating across multiple groups/stakeholders

+ Demonstrate exceptional organizational skills to track progress and milestones across multiple projects at a given time

+ Communicate clearly, concisely, and collaboratively with key stakeholders and manage key knowledge as it relates to your portfolio's priorities

+ Build trusted relationships with Deloitte colleagues and stakeholders

+ Contribute to a highly supportive, collaborative, impact-oriented team culture

Required Qualifications:

+ Bachelor's degree in relevant discipline

+ 2+ years of experience in one or more relevant disciplines (e.g., strategy, product/technology, innovation, venture capital / private equity)

+ 2+ years of proven collaboration and teamwork skills in a professional environment

+ 2+ years of project and/or portfolio management experience

+ 2+ years of tracking multiple milestones and objectives at a given time

+ 2+ years of experience demonstrating strong executive presence, communication, and stakeholder management skills

+ 2+ years of Microsoft Word, PowerPoint, and Excel

+ Limited immigration sponsorship may be available

+ Ability to travel 25-50%, on average, based on the work you do and the initiatives you work on

Preferred Qualifications

+ Advanced Degree in relevant discipline (e.g., business, technology)

+ 2+ years of Management consulting experience utilizing software or solution accelerators to enhance service delivery

+ 2+ years of Agile product strategy and Lean Start-Up business strategy

+ 2+ years in Data visualization

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

Possible Locations: Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boise, Boston, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Costa Mesa, Dallas, Davenport, Dayton, Denver, Des Moines, Detroit, Fort Worth, Fresno, Grand Rapids, Harrisburg, Hartford, Houston, Indianapolis, Jacksonville, Jersey City, Kansas City, Las Vegas, Los Angeles, Louisville, McLean, Memphis, Miami, Midland, Minneapolis, Morristown, Nashville, New Orleans, New York, Philadelphia, Pleasanton, Pittsburgh, Portland, Princeton, Raleigh, Richmond, Rochester, Rosslyn, Sacramento, Salt Lake City, San Diego, San Francisco, San Jose, Seattle, St. Louis, Stamford, Tampa, Tempe, Tulsa, Washington DC

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, 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 case. A reasonable estimate of the current range is $84,600 to $141,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

For more information about Human Capital, visit our landing page at: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-human-capital-consulting-jobs.html

#HC24 #HCaaS24

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

UMB’s Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax-exempt debt. We also provide escrow-related and custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals.

The Corporate Trust Relationship Manager I role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide non routine support to an assigned group of clients with trustee relationships. This position will provide day to day support to existing institutional/corporate trust accounts including: billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of issues on all systems, preparing accounts for compliance review, reviewing legal documents and partnering with our corporate legal team to ensure operational mechanics are appropriate and to negotiate document provisions.

Working in the Corporate Trust group can be fun, challenging, detailed, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB’s success. It is an environment where associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry, and we are always happy to share our knowledge and help those around us grow!

How you’ll spend your time:

+ You will build relationships and continuously engage with customers in order to provide support and resolve both routine and complex requests.

+ You will review transaction structures and legal documents to ensure operational mechanics are appropriate.

+ You will collaborate with internal groups across UMB’s Corporate Trust teams to ensure client accounts are compliant and administered properly.

We’re excited to talk with you if:

+ You have a bachelor’s degree or equivalent work experience

+ You have at least 2 years of relevant experience

_Are you ready to be part of something more?_

You’re more than a means to an end—a way to help us meet the bottom line. UMB isn’t comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect _more heart_ . You’ll be valued for exactly who you are and encouraged to support causes you care about. Expect _more trust_ . We want you to do the right thing, no matter what. And, expect _more opportunity_ . UMBers are known for having multiple careers here and having their voices heard.

**Compensation Range:**

Minimum: $51,480.00 - Maximum: $119,200.00

_The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

**Are you ready to be part of something more?**

You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ [email protected]_ _to let us know the nature of your request._

_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\_Notice\_for\_California\_Candidates\_Original\_file.pdf) _to understand how we collect and use your personal information when you apply for employment with UMB._

**_Who we are_**

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf)

Check out the road to a career at UMB