Financial Services

Loan Officers

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans.

A Day In The Life

Financial Services Industry

Are you interested in training?

Contact an Advisor for more information on this career!

Salary Breakdown

Loan Officers

Average

$62,730

ANNUAL

$30.16

HOURLY

Entry Level

$29,050

ANNUAL

$13.97

HOURLY

Mid Level

$52,530

ANNUAL

$25.26

HOURLY

Expert Level

$101,380

ANNUAL

$48.74

HOURLY


Current Available & Projected Jobs

Loan Officers

101

Current Available Jobs

12,300

Projected job openings through 2030


Sample Career Roadmap

Loan Officers

Job Titles

Entry Level

JOB TITLE

Junior Loan Processor/Assistant

Mid Level

JOB TITLE

Processor/Officer

Expert Level

JOB TITLE

Senior/Chief Lending Officer

Supporting Programs

Loan Officers

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University of Arizona
  Tucson, AZ 85721-0066      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

ASU
  AZ      Degree Program

Arizona State University
  AZ      Degree Program

Grand Canyon University
  Phoenix, AZ 85017-1097      Degree Program

Grand Canyon University
  Phoenix, AZ 85017-1097      Degree Program

Arizona State University
  AZ      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

ASU
  AZ      Degree Program

Arizona State University
  AZ      Degree Program

Northern Arizona University
  Flagstaff, AZ 86011      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

Arizona State University
  AZ      Degree Program

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

Arizona State University
  AZ      Degree Program

ASU
  AZ      Degree Program

Arizona State University
  AZ      Degree Program

Top Expected Tasks

Loan Officers


Knowledge, Skills & Abilities

Loan Officers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Speaking

SKILL

Judgment and Decision Making

SKILL

Reading Comprehension

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Near Vision

ABILITY

Written Expression


Job Opportunities

Loan Officers

  • talech Relationship Manager
    U.S. Bank    Tempe, AZ 85282
     Posted about 12 hours    

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

    **Job Description**

    **talech** is an innovator in the POS space for small and medium businesses (SMB). The Palo Alto-based software company helps SMB, in the Retail, Restaurants and Services verticals, simplify operations and make better decisions through an integrated point-of-sale system. **In late 2019 it was** **acquired** **by U** **.** **S** **.** **Bank** and is now a division within U.S. Bank. **talech** is tasked with leading the charge on the digital transformation required to enable the development and execution of a comprehensive digital experience for SMBs where the interface to the customers is the **talech** **POS** and from it a comprehensive set of additional solutions (software and banking alike!) are enabled to the customers.

    **The Sales Enablement Practice (SE):**

    The primary objective of the Sales Enablement (SE) function is to ensure our Sales Representatives are supported through the sales lifecycle with assets, demos, product knowledge, feature updates, knowledge resources, and hardware compatibility assistance to help them be successful in bringing new customers into the talech ecosystem.

    We enable our sales teams to help their customers maximize the value they receive from talech SAAS solutions. SE is also responsible for the development, delivery, enhancement & management of all presale assets & education initiatives for the U.S. Bank Partners and our Reseller Partner networks.

    **The Role: Relationship Manager**

    As a Partner Relationship Manager, you will be responsible for building and maintaining a relationship with our sales groups and partner sales groups, maintaining effective communication, and supporting all pre-sales activities.

    **Primary responsibilities & Outcomes of the role** will include, but are not limited to:

    **_Relationship Management:_**

    + Execute the SE strategy to build connections and great working relationships with partner sales teams, external sales teams, U.S. Bank Partners etc.

    + Contribute to and help drive Sales and Partner Sales communication and education initiatives.

    + Make sales presentations to existing and/or prospective sales groups informing them of the benefits of using the talech’s products and services to meet their client’s needs.

    + Build relationships with key stakeholders across the sales organization and contribute to helping them achieve their objectives through strategic initiatives from the SE team.

    + Drive attachment and activation rates with engagement, needs analysis, and enablement meetings

    + In depth understanding of partner performance and initiative to enhance

    + Goals related to attachments rates, new account growth, channel performance, and revenue growth

    **_SE Operations Support:_**

    + Respond to emails that we receive to the pre-sale's inbox answering questions about product, hardware, integrations, and any other inquiries that come up during the sales cycle.

    + Run demonstrations on talech products for sales representatives with talech prospective merchants, helping them understand the product and how talech would benefit them.

    + Creating demo accounts for the sales team

    + Contribute to the beta testing & outreach program.

    + Create and maintain reports and dashboards for SE operations

    + Provide coaching and support to Sales Enablement Specialists, Associates, and Associate Relationship Managers

    **_Education of Sales teams and Partner Sales Groups:_**

    + You will need to become a product expert and use that knowledge to enable our sales force to sell the product, share feature updates, help the sales team with hardware configuration, etc.

    + Plan and run sessions, engagement meetings, & product overview sessions for sales partners

    + Support all Pre-Sales initiatives for the Sales Organization.

    **_Content Creation_**

    + Create presentations, Quick Reference cards, Knowledge Articles, Product documents, Process Documents, Practice Guidelines,

    + Build out confluence/knowledge spacesand help maintain content created for the Sales Organization.

    + talech Hardware Inventory Updates

    + Build and Maintain Portal assets

    **_Collaboration with other Teams:_**

    + This role also includes collaboration with all the teams U.S Bank and the talech company, like: Professional Services, Customer Care, Customer Success Management, CS Operations, the Service Desk, Technical Support, Product Development, Engineering, Sales & Partners, Elavon Premier Services, Elavon Partner Sales Support, STS, etc.

    **Preferred Skills and Experience**

    + 6+ years of experience in sales support, sales stakeholder management and sales operations

    + Experience Improving and Maintaining Sales and Partner Sales Relationships

    + Proven expertise with SaaS Product Sales

    + Strong Experience with tools used for Relationship Mgt and/or Training including: CSM & CRM tools, Salesforce, Service Cloud, Confluence, Power BI, Once Hub,etc

    + A keen understanding of SMB Product sales and the SMB financial ecosystem

    + Superb communications skills - written, presentation, verbal

    + Is high on execution, data driven and analytical with a propensity for hands-on work.

    + Ability to adapt to a rapidly changing product and respond strategically to sales and sales partner needs

    + Strong interpersonal skills and record of accomplishmentin building collaborative relationships

    + Experience with POS solutions and/or work with SMBs in Retail, Restaurants and/or Services fields is a major plus

    + Strong service/relation skills with ability to creatively resolve sales and partner sales concerns and issues(Escalation Management)

    + Ability to Travel

    + Engaging, positive and fun to work with, makes people want to work with them.

    **_The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days._**

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

    **Benefits:**

    Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

    + Healthcare (medical, dental, vision)

    + Basic term and optional term life insurance

    + Short-term and long-term disability

    + Pregnancy disability and parental leave

    + 401(k) and employer-funded retirement plan

    + Paid vacation (from two to five weeks depending on salary grade and tenure)

    + Up to 11 paid holiday opportunities

    + Adoption assistance

    + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    **EEO is the Law**

    U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

    **E-Verify**

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00 - $111,760.00

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

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

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.


    Employment Type

    Full Time

  • Assistant Branch Manager
    White Cap    Mesa, AZ 85210
     Posted 1 day    

    A position at White Cap isn’t your ordinary job. You’ll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities.

    The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates are the driving force behind this commitment.

    White Cap is hiring immediately for an **Assistant Branch Manager** !

    Do you want a part in helping to _Build America?_ As the leading North American distributor for professional contractors, the White Cap family of brands supplies of our nation’s largest construction projects, including stadiums, roads, bridges, highways, residential housing and more. We are hiring immediately for an **Assistant Branch Manager!**

    _Why a_ **_career_** _with White Cap?_

    + **Comprehensive wellness and financial benefits:** White Cap offers excellent benefits, including Medical, Dental, Vision, 401(k) with company match, tuition reimbursement, and more!

    + **Relax and recharge:** We offer a generous time off package, including paid maternity, parental leave, sick time, and vacation time.

    + **Stability:** Since 2020, White Cap has doubled in size and continues to grow.

    + **Unlimited career potential:** White Cap is a stable and growing company offering unlimited career potential.

    + **Love where you work:** White Cap has been certified as a _Great Place to Work_ .

    + **Inclusive culture:** Work in a place that values and celebrates who you are.

    _An_ **_Assistant Branch Manager_** _at White Cap…_

    + Support the talent acquisition, development, and retention of branch sales and operations associates.

    + Manages the branch in the Branch Manager’s absence. Assists the manager in developing strategies to drive branch sales and profitability.

    + Assists with the coordination of procurement, inventory control, shipping and receiving, warehousing, and sales in accordance with the policies, principles, and procedures established by the organization.

    + Solves problems at the branch level. Investigates customer complaints involving matters such as damaged items, overcharges, and shipment/delivery delays. Makes necessary resource adjustments.

    + Manages operational branch level problems, investigates inventory discrepancies, and makes adjustments as required.

    + Serves customers and supports the counter and inside sales functions as necessary. Ensures all sales orders are billed correctly and in a timely manner. Schedules staff and analyzes budgets and variances.

    + Generally has 5+ years of experience.

    + Performs other duties as assigned.

    + This position requires operation of a company vehicle, or a personal vehicle and such operation is done consistently more than 20% of the average work week. If selected for this position, the company will run a Motor Vehicle Record (MVR) report. A requirement of this position is an acceptable MVR report.

    **Preferred Qualifications**

    + Forklift experience preferred.

    + Experience with sales order computer software, preferably Oracle.

    + Knowledge of construction and industrial products.

    + Spanish language proficiency.

    If you’re looking to play a role in building America, consider one of our open opportunities. We can’t wait to meet you.

    **Functional Area** Field Operations

    **Recruiter** Parnell, Korishawna

    **Req ID** WCJR-023748

    White Cap is an Equal Opportunity Minority/Female/Individuals with Disabilities/Protected Veteran and Affirmative Action Employer. White Cap considers for employment and hires qualified candidates without regard to age, race, religion, color, sex, sexual orientation, gender, gender identity, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.


    Employment Type

    Full Time

  • Assistant Store Manager- StoreQuest Self Storage- Phoenix, AZ
    William Warren Group    Phoenix, AZ 85009
     Posted 3 days    

    When you join the StorQuest Self Storage family, you’re tapping into the power of a different kind of brand. As a William Warren Group (WWG) managed company, StorQuest seeks motivated individuals who can contribute to our evolving culture. If you want to be a part of a creative, inspiring, and collaborative environment you are in the right place.

    How You’ll Make a Difference
    You’ll have the opportunity to assist guests during some of their most challenging times. You will be called on to make a difference by creating and providing exceptional guest experiences. Individual stories, locations, and experiences may change over time, but the expectation to deliver an amazing guest experience is timeless.

    How You’ll Thrive
    Competitive Salary + Bonus
    Join a team that provides consistent, seamless, and high quality guest experiences
    Actively listen to guests to understand their unique situation and recommend solutions that exceed their expectations.
    Understand key facility differentiators, create value and optimize every conversion opportunity.
    Manage operational activities such as inspecting the stores daily, maintaining an impeccable facility, and contacting vendors when applicable for routine maintenance repairs.
    Understand local marketing best practices and promote brand awareness within the community.

    What Makes this Opportunity Awesome
    $17.00 - $18.50 per hour + Competitive Bonus Potential
    Make a difference and have a positive impact.
    Help people by listening and understanding their challenges.
    Ease concerns and consult with them to find an optimal storage solution that fits their needs.
    Promote a team-first environment that values guest service and creating happiness.
    Take the lead on team initiatives, learn new skills, build your management capabilities, and take advantage of the many growth opportunities.
    Contribute creatively to the organization’s success by generating new and useful ideas.

    About YOU
    Preferred 1+ years in Customer Service/Sales experience
    Tech Savvy is a plus
    Experience in Cash Handling required
    Must be available on weekends
    A huge passion for guest service and sales
    The ability to be a part of a team to help support and motivate as needed to ensure a collaborative and positive work environment
    The mentality that there are no spare customers, every experience is as valuable as the next
    A positive, outgoing personality
    An insatiable appetite to learn new things
    Strong accountability combined with strong work ethic and enthusiasm for teamwork
    Experience working in the retail or service industry preferred

    At StorQuest, we believe in the talent of our people. It’s our passion and commitment to excellence that drives our vast portfolio of properties to succeed. We take pride in all that we do and all that we represent. It’s what makes us uniquely StorQuest. Ready to create the extraordinary? Come join us!

    Additional Perks for eligible employees:
    Medical, Dental and Vision
    401(k) with Matching Contributions
    Paid Time Off (PTO)
    Holiday Perks
    Performance-based Bonus
    Teambuilding Events & Activities
    Employee Assistance Program
    Pet Insurance

    The William Warren Group and StorQuest say NO to drugs

    Equal Employment Opportunity
    WWG is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. WWG is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
    To learn more about our awesome company check us out on Instagram @storquest or Facebook @storqueststorage. Please apply by visiting www.storquest.com/careers


    Seniority Level

    Some work experience (up to 5 years, non-manager)

    Industry

    Business Management & Administration

    Employment Type

    Full Time

  • Loan Processor
    Thrivos    Phoenix, AZ 85024
     Posted 4 days    

    Are you ready to take your career to the next level?

    Job Title: Loan Processor (Entry Level).

    Starting Salary: $17/hr ($18/hr- Sat/Sun).

    Monthly Bonus Potential: Up to $1,250.

    Weekend Pay differential.

    * We are located in North Phoenix, right off of 7th street and the Loop 101 *

    At Thrivos, we believe in rewarding your hard work and dedication. As a Loan Processor you'll embark on a journey of financial success that begins with base pay, weekend shift differential pay, and the opportunity to earn impressive monthly bonuses.

    Why Join Us: Your journey starts with base pay of $17 per hour, ensuring financial stability and security from day one.

    Unlock Your Monthly Earning Potential: We empower our Loan Processors to reach new heights with monthly bonuses of up to $1,250, totaling an annual potential of $15,000. Your success is directly tied to your efforts, and we're here to support your growth.

    Key Responsibilities

    Professionally interact with new and existing customers via phone, email and text providing the highest level of customer service at all times.
    Follow strict loan application review guidelines ensuring applications are complete and accurate.
    Contact existing customers who are 1-30 days past due and use successful negotiation tactics to bring their accounts current.
    Meet or exceed loan funding, collections and call performance targets on a daily/weekly/monthly basis.
    Qualifications

    Minimum 1-2 years of recent call center experience or retail customers service required (any field of financial services preferred).
    Loan application review experience a plus.
    Collections experienced a plus.
    Demonstrated ability achieve required metrics and goals consistently.
    A team player that thrives in a competitive environment.
    Ability to multitask.
    Bi-lingual Spanish is a plus.

    Benefits

    Vision/health/dental insurance after 60 days of employment.

    401(k) with up to 5% company match after 6 months of employment.

    Employee discounts on various products and services.

    Life insurance.

    Paid time off which accrues on day one.

    Paid holidays after 90 days of employment.

    Spiffs/contests/incentives.

    A competitive but friendly, business casual environment.

    We are an equal opportunity employer. All qualified applicants will be considered for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, genetic information or other protected status.

    Please note that only qualified candidates will be contacted for an interview.

    Job Types: Full-time.

    Salary: From $17.00 per hour.

    Expected hours: 40 per week.

    Shift: 8-hour shift.

    Work setting: In-person.


    Seniority Level

    Entry (student)

    Industry

    Business, Entrepreneurialism, and Management

    Employment Type

    Full Time

  • Branch Manager - Page (AZ)
    Zions Bancorporation    Page, AZ 86040
     Posted 4 days    

    At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

    NBAZ is looking for an experienced Branch Manager with a talent and passion for business prospecting and client relationship development for our Page location.

    Top candidates will have an Arizona business savvy within Page and its neighboring communities. This position manages the sales and service functions within the branch.

    Essential Functions:

    + Responsible for developing and implementing external and internal sales and service programs to achieve branch goals, including business development.

    + Create a vital sales and service environment fostering teamwork with partners and other corporate departments.

    + Developing branch staff, expanding customer relationships, achieving sales goals, and exceeding customer service expectations.

    + Drive results in developing branch staff, expanding customer relationships, achieving sales goals and exceeding customer service expectations.

    + Responsible for overall branch performance.

    Qualifications:

    + High School diploma or equivalent is required. A Bachelor’s degree in a related field and 3+ years’ experience in management, business development, and banking operations, or other directly related experience is highly preferred. A combination of education and experience may meet requirements.

    + Proven track record with business development and retail banking sales success required.

    + Preferred candidate will be local, preferably in the Page or neighboring AZ community.

    + A thorough understanding of bank products and services, negotiable items, correspondent relationships, new account procedures, teller procedures, accounting and working with a diverse customer base.

    + Must be able to work a flexible schedule and have the ability to travel to surrounding branches in assigned territory, including NBAZ Phoenix Corporate Offices when required.

    + Bilingual proficiency in English and Spanish languages, is preferred.

    + Salary, Bonus, and job level commensurate with experience.

    Benefits:

    + Medical, Dental and Vision Insurance - START DAY ONE!

    + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.

    + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.

    + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.

    + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.

    + Mental health benefits including coaching and therapy sessions.

    + Tuition Reimbursement for qualifying employees.

    + Employee Ambassador preferred banking products.

    Req ID: 066095

    Equal Opportunity Employer

    It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

    If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

    Click here to view applicable Federal, State and/or local employment law posters.


    Employment Type

    Full Time

  • Supervising Loan Officer - Tucson/Northern Arizona
    PNC    Tucson, AZ 85702
     Posted 4 days    

    **Position Overview**

    Job Description Summary

    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(n) Supervising Loan Officer within PNC's Mortgage organization, you will be based in Tucson / Northern Arizona region.

    This position is a producing supervising loan officer role with salary and incentive.

    **Job Description**

    + Recommends loan solutions in accordance with lending guidelines and clients' requirements. Manages daily loan activities of a small, high performing Mortgage Loan Officer team.

    + Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Prepares loan solutions and refers other banking products and services; reviews documentation to ensure compliance.

    + Grows, retains and develops an effective sales force to cover the geography of the market. Manages own and team's pipeline for efficiency.

    + Collaborates with internal and external stakeholders to complete mortgage transactions.

    + Collects and analyzes customer financial information for multifaceted and/or complex borrowers.

    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.

    **Preferred Skills**

    Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales

    **Competencies**

    Coaching Others, Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Selling.

    **Work Experience**

    Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Certifications**

    No Required Certification(s)

    **Licenses**

    Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

    **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 Your PNC Total Rewards (http://yourpnctotalrewards.com) .

    **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.


    Employment Type

    Full Time

  • Healthcare Relationship Manager
    Umpqua Bank    Phoenix, AZ 85067
     Posted 5 days    

    Healthcare Relationship Manager

    Wealth Management

    Phoenix,
    Arizona

    **Description**

    **About Us:**

    Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.

    We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

    **About the Role:**

    A Healthcare Relationship Manager develops, advises, manages, and retainsHealthcareand Professional Banking client relationships. Wealth management services to these clients include: deposit, cash management, credit, investment management, and trust services.

    + Business development of client relationships.

    + Engage with bank partners for wealth management and implementation strategies to include investments, trust, financial planning, and other wealth services.

    + Manage and review client relationships on an ongoing basis, including loan origination, portfolio management, and audit readiness.

    + Engage with and develop internal and external referral partners.

    + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

    + Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

    + Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

    + May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

    + Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.

    + Takes personal initiative and is a positive example for others to emulate.

    + Embraces our vision to become “Business Bank of Choice”

    + May perform other duties as assigned.

    **About** **You:**

    + Bachelor’s degree,preferred.

    + Working knowledge of credit structures.

    + Focused on client satisfaction.

    + Ability to work independently.

    + Ability to provide client solutions.

    + Working knowledge of bank products and services in order to cross-sell.

    + Proficient in prospecting, building, and managing client relationships.

    + Proactive in external and internal job functions.

    + Working knowledge in all job functions.

    + Proficient knowledge in other banking services offered by other lines of business to identify and offer qualified referrals.

    + Occasional travel.

    **Workstyle:** Fully onsite.

    **Our** **Benefits:**

    We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $90,000 to 160,000.00, and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.

    We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

    **Our Commitment to** **Diversity** **:**

    Umpqua Bank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s),please let us know by email: .

    **To Staffing and Recruiting Agencies:**

    Our posted job opportunities are onlyintendedfor individuals seekingemploymentat Umpqua Bank.Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicitedresume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.


    Employment Type

    Full Time

  • Branch Manager
    PNC    Green Valley, AZ 85614
     Posted 5 days    

    **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 Branch Manager within PNC's Retail Branch organization, you will be based in Green Valley, Arizona. Bilingual Spanish preferred.

    **Job Description**

    + Responsible for leading all aspects of branch performance. Drives revenue and customer loyalty through consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experience, making banking easy in an omni channel environment. Collaborates with a broad range of eco-system partners. Accountable for risk management and compliance . Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members.

    + Utilizes a branded sales process to achieve sales targets and customer loyalty. Grows branch revenue through the acquisition and share-of-wallet growth of consumer and business households and through collaboration with eco-system partners. Drives business banking results primarily through business development and community involvement activities. Coaches to consultative selling to drive results and enable customer financial well-being. Has foundational understanding of balance sheet and income statement.

    + Manages and coaches to the delivery of a differentiated client experience. Coaches team to confidently engage with customers in technology enabled interactions, providing solutions and advice oriented consultation that improves client financial well-being. Leads effective problem resolution, making banking easy for customers. Connects all of PNC, delivering a seamless customer experience in an omni channel environment.

    + Drives the employee experience. Responsible for acquiring and retaining talent through effective onboarding, coaching and development. Makes talent development a priority for all branch team members . Ensures employees achieve performance and activity expectations through effective and ongoing performance management. Models PNC values by cultivating and supporting an inclusive workplace.

    + Manages operational, human capital, reputational and business risk. Exercises leadership, authority and sound decision making to mitigate sales practice risk. Ensures compliance with regulatory guidelines and adherence to established policies and procedures.

    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.

    PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:

    + **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.

    + **Live the Values** - Role models our values with transparency and courage.

    + **Enable Change** - Takes action to drive change and innovation that will transform our business.

    + **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.

    + **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.

    + To learn more about this and other opportunities on our team.Watch this video. (https://content.pncmc.com/live/pnc/aboutus/recruiting/videos/Retail\_Banking.mp4)

    **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.

    **Preferred Skills**

    Accountability, Banking, Client Counseling, Customer Experience (CX), Customer Loyalty, Decision Making, People Management, Proactive Approach, Results-Oriented

    **Competencies**

    Branch Banking Services, Digital Awareness, Effective Communications, Managing Multiple Priorities, Sales Management

    **Work Experience**

    Roles at this level typically do not require a university / college degree, but do require related experience or product knowledge to accomplish primary duties. Typically requires 3+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Certifications**

    No Required Certification(s)

    **Licenses**

    Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

    **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 Your PNC Total Rewards (http://yourpnctotalrewards.com) .

    **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.


    Employment Type

    Full Time

  • Branch Manager
    PNC    Prescott, AZ 86304
     Posted 5 days    

    **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 Branch Manager within PNC's Retail Branch organization, you will be based in Prescott at the Prescott Valley branch.

    **Job Description**

    + Responsible for leading all aspects of branch performance. Drives revenue and customer loyalty through consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experience, making banking easy in an omni channel environment. Collaborates with a broad range of eco-system partners. Accountable for risk management and compliance . Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members.

    + Utilizes a branded sales process to achieve sales targets and customer loyalty. Grows branch revenue through the acquisition and share-of-wallet growth of consumer and business households and through collaboration with eco-system partners. Drives business banking results primarily through business development and community involvement activities. Coaches to consultative selling to drive results and enable customer financial well-being. Has foundational understanding of balance sheet and income statement.

    + Manages and coaches to the delivery of a differentiated client experience. Coaches team to confidently engage with customers in technology enabled interactions, providing solutions and advice oriented consultation that improves client financial well-being. Leads effective problem resolution, making banking easy for customers. Connects all of PNC, delivering a seamless customer experience in an omni channel environment.

    + Drives the employee experience. Responsible for acquiring and retaining talent through effective onboarding, coaching and development. Makes talent development a priority for all branch team members . Ensures employees achieve performance and activity expectations through effective and ongoing performance management. Models PNC values by cultivating and supporting an inclusive workplace.

    + Manages operational, human capital, reputational and business risk. Exercises leadership, authority and sound decision making to mitigate sales practice risk. Ensures compliance with regulatory guidelines and adherence to established policies and procedures.

    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.

    PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:

    + **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.

    + **Live the Values** - Role models our values with transparency and courage.

    + **Enable Change** - Takes action to drive change and innovation that will transform our business.

    + **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.

    + **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.

    + To learn more about this and other opportunities on our team.Watch this video. (https://content.pncmc.com/live/pnc/aboutus/recruiting/videos/Retail\_Banking.mp4)

    **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.

    **Preferred Skills**

    Accountability, Banking, Client Counseling, Customer Experience (CX), Customer Loyalty, Decision Making, People Management, Proactive Approach, Results-Oriented

    **Competencies**

    Branch Banking Services, Digital Awareness, Effective Communications, Managing Multiple Priorities, Sales Management

    **Work Experience**

    Roles at this level typically do not require a university / college degree, but do require related experience or product knowledge to accomplish primary duties. Typically requires 3+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Certifications**

    No Required Certification(s)

    **Licenses**

    Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

    **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 Your PNC Total Rewards (http://yourpnctotalrewards.com) .

    **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.


    Employment Type

    Full Time

  • Commercial Banker - Middle Market Banking - Vice President
    JPMorgan Chase    Phoenix, AZ 85067
     Posted 5 days    

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.

    As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.

    Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.

    **Job Responsibilities**

    + Champion a culture of innovation and a customer centric mindset

    + Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships

    + Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

    **Required Qualifications, Capabilities and Skills**

    + Five plus years direct lending or credit support related experience with a focus on business relationships

    + Understanding of Commercial Banking products and services

    + Ability to collaborate with internal partners and resources

    + Demonstrated experience of meeting or exceeding sales goals

    + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines

    + Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners

    **Preferred Qualifications, Capabilities and Skills**

    + Bachelor's degree and formal credit training preferred

    + Sales management, business development skills, proficiency in building and maintaining positive client relationships

    + Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask

    + Excellent business judgment, strategic thinking, self-directed, proactive and creative

    JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans


    Employment Type

    Full Time


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