Financial Services

Loan Officers

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

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

98

Current Available Jobs

16,730

Projected job openings through 2032


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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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

  • Retail Auto Relationship Manager (Virtual)
    Wells Fargo    CHANDLER, AZ 85286
     Posted 1 day    

    **About this role:**

    Wells Fargo is seeking a Virtual Western US based, Retail Auto Relationship Manager in Consumer Lending, Strategic Alliances and Relationship Management as a part of Wells Fargo Auto Sales. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

    **In this role, you will:**

    + Participate in building and maintaining relationships with medium to large and complex and high producing auto dealer accounts within the assigned market territory and identify opportunity for process improvements within the territory

    + Manage auto applications, loan volume and overall stability of credit portfolio of assigned auto dealerships

    + Establish and maintain dealer relationships

    + Terminate non-performing dealers

    + Resolve complex situations and exercise independent judgment while adhering to policies, procedures and compliance requirements

    + Establish and maintain relationships with all levels of internal and external customers, and interface with all level of management, both internal and external partners

    **Required Qualifications:**

    + 2+ years of Retail Auto Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Wells Fargo Auto sales management and business development territory experience

    + Experience with Wells Fargo Dealer Services systems and platforms

    + Dealer services or auto finance risk experience

    + Previous experience with auto operations, sales, and/or credit Previous auto finance industry experience

    + Client account relationship development and management experience

    + Proficient experience with Salesforce

    + Tableau experience

    + Proficient in using MS Office products, Excel, PowerPoint, Outlook

    + Knowledge and understanding of data warehouse analysis

    + Knowledge and Experience of CRS, DEALERTRAK, ROUTEONE and other Auto Applications

    + Experience working in a virtual dialog environment

    + Strong time management and organization skills with the ability to prioritize multiple tasks and meet expected deadlines

    **Job Expectations:**

    + Ability to travel up to 5% of the time as needed

    + This position offers a hybrid work schedule

    + This position is not eligible for Visa sponsorship

    **Posting Locations:**

    + 100% Remote work location is available for this position

    + Candidates must reside in the Western United States, within the Pacific, Mountain, or Central Time Zones

    **Pay Range:** Salary range is determined by location of the job.

    Virtual Retail Auto Relationship Management: Covers jobs responsible for building, maintaining, and growing relationships with retail auto clients. Auto Relationship Managers have frequent interactions with their group of assigned auto dealership clients to understand their needs, solicit their business, and provide indirect lending to the dealerships customers who are purchasing automobiles, and who require lender financing, which is what we provide.

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $77,000.00 - $121,000.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    27 Jul 2025

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

    **We Value Equal Opportunity**

    Wells Fargo is an equal opportunity employer. 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.

    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.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Req Number:** R-474228


    Employment Type

    Full Time

  • Principal Commercial Banking Relationship Manager
    Wells Fargo    SCOTTSDALE, AZ 85258
     Posted 1 day    

    Wells Fargo is seeking a Principal Commercial Banking Relationship Manager in for clients with annual revenue of $100MM to $2B supporting the Scottsdale, AZ market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

    **In this role you** **will:**

    + Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships

    + Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders

    + Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions

    + Provide vision, leadership, and industry expertiseregarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations

    + Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally as an expert; act as a mentor for less experienced colleagues

    + Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems

    + Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks

    + Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

    **Required Qualifications:**

    + 10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired qualifications** **:**

    + Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management

    + Completion of formal credit training program

    + Commercial banking account relationship management experience for clients with annual revenue of $100MM to $2B.

    + Demonstrated experience working collaboratively to deliver the organization to clients and prospects

    + Demonstrated experience generating new client relationships, building and retaining long-term client relationships

    + Experience identifyingand mitigating risk, ensuring compliance with processes and procedures

    + Excellent verbal, written, and interpersonal communication skills

    **Job expectations** **:**

    + This position is not eligible for Visa sponsorship

    + This position offers a hybrid work schedule

    + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

    + _Travel_ : Ability to travel

    \#commercialbanking

    **Posting End Date:**

    24 Jul 2025

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

    **We Value Equal Opportunity**

    Wells Fargo is an equal opportunity employer. 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.

    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 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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Req Number:** R-475257


    Employment Type

    Full Time

  • Lead Commercial Banking Portfolio Manager - Auto
    Wells Fargo    TEMPE, AZ 85282
     Posted 1 day    

    **About this role:**

    Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager within our Auto Group for clients with annual revenue of $100MM to $2B supporting the West market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/)

    **In this role, you will:**

    + Lead complex initiatives including those that are cross functional, with broad impact, and act as a key participant in overseeing lending activities for a wholesale banking business and geographic market

    + Review and research complex multifaceted, large scale, and long term business challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors

    + Make decisions in complex and multifaceted situations requiring understanding of the function, policies, procedures, and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives

    + Collaborate and consult with peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals

    + Lead projects and teams or serve as a peer mentor

    **Required Qualifications:**

    + 5+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + 4+ years of commercial auto underwriting and franchised auto dealership finance industry experience

    + Experience with complex credit, underwriting, and debt structure within the for clients with annual revenue of $100MM to $2B

    + Completion of a formal credit training program

    + Comprehensive knowledge and understanding of core banking products and services such as, commercial lending and treasury management

    + Experience developing and maintaining external and internal partnerships

    + Experience in swiftly adopting and executing change management to enable business growth

    + Experience identifying and mitigating risk, ensuring compliance with processes and procedures

    + Excellent verbal, written, and interpersonal communication skills

    + Bachelor’s degree in accounting, finance, or business

    **Job Expectations:**

    + This position is not eligible for Visa sponsorship

    + This position offers a hybrid work schedule

    + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

    + Ability to travel up to 5% of the time

    \#commercialbanking

    **Location:**

    + 4141 Inland Empire Blvd., Ontario, CA

    + 1150 W Washington St., Tempe, AZ

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $119,000.00 - $206,000.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    31 Jul 2025

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

    **We Value Equal Opportunity**

    Wells Fargo is an equal opportunity employer. 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.

    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.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Req Number:** R-474540


    Employment Type

    Full Time

  • Branch Manager - Wickenburg (AZ)
    Zions Bancorporation    Wickenburg, AZ 85390
     Posted 1 day    

    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 with 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 40 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 talent and passion for business prospecting and client relationship development for our Wickenburg location.

    Top candidates will have an Arizona business savvy within Wickenburg 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.

    + The preferred candidate will be local, preferably in the Wickenburg 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 include coaching and therapy sessions.

    + Tuition Reimbursement for qualifying employees.

    + Employee Ambassador preferred banking products.

    Req ID: 067815

    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

  • Ultra High Net Worth Lending Manager
    Charles Schwab    Phoenix, AZ 85067
     Posted 1 day    

    **Your opportunity**

    At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

    The Ultra High Net Worth (UHNW) Lending Manager on the Bank Lending Solutions Team (BLS) is responsible for providing a robust, premier, client application and loan servicing experience and will serve as the single point of contact for all Charles Schwab clients, employees, and internal partners interested in learning about or applying for a mortgage, pledged asset line of credit and for questions and advancements throughout the entire lending process. This team will play a key role in the success of the Bank’s lending program through delivering an outstanding client experience while helping the firm realize it’s earning potential. The BLS will provide a single point of contact throughout the entire mortgage and pledge asset line application and origination process, maintaining consistent communication and providing problem resolution and troubleshooting.

    The BLS will handle a broad range of inquiries, issues, advancements, and products in meeting our client’s needs. The UHNW Lending Manager is a first line of defense unit position for Charles Schwab Bank and assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations in the context of their responsibilities.

    **What you have**

    To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

    **Required Qualifications**

    + 5+ years of experience with customer service or operations in the lending industry

    + Comprehensive industry and **high net worth client solution** knowledge

    + The ability to deliver excellent client service and who takes the initiative to anticipate and resolve problems.

    + Excellent relationship management skills including collaborating, influencing and negotiating with individuals at various levels.

    + Initiative to create change through operational improvements, training and streamlining functions

    + Ability to work effectively with multiple partners distributed through various business divisions to resolve issues

    + Superior communication, presentation, interpersonal and listening skills.

    + Passion for service, professionalism, positivity and strong work ethic with a high level of integrity and partnership.

    **Preferred Qualifications**

    + Bachelor’s degree

    + FINRA Series 9/10, 7, 63 Licenses

    + A strong understanding of sophisticated lending products, complex business entity structures, and margin lending.

    In addition to the salary range, this role is eligible for bonus or incentive opportunities.

    **What’s in it for you**

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    + 401(k) with company match and Employee stock purchase plan

    + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    + Paid parental leave and family building benefits

    + Tuition reimbursement

    + Health, dental, and vision insurance

    What’s in it for you:

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    401(k) with company match and Employee stock purchase plan

    Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    Paid parental leave and family building benefits

    Tuition reimbursement

    Health, dental, and vision insurance

    Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.


    Employment Type

    Full Time

  • Institutional Client Group Relationship Manager - Gaming Division
    U.S. Bank    Scottsdale, AZ 85258
     Posted 3 days    

    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**

    The U.S. Bank Gaming Division is looking for an experienced Relationship Manager to provide corporate coverage to a large portfolio of gaming clients.

    This client-oriented individual will be responsible for prospecting and expanding client relationships across credit, capital markets and corporate products. Through consistent client interaction, the Relationship Manager should be able to identify appropriate bank products and services to support client needs. Given capital intensity of sector, the Relationship Manager should have significant corporate finance/capital markets experience. The Relationship Manager should be focused on establishing an advisory approach with client-base while also maintaining responsibility for capital commitments/credit quality across the portfolio of clients.

    Basic Qualifications

    - Degree in finance, accounting or other related field

    - 10 or more years of corporate/commercial lending experience

    - Three or more years of management experience

    Preferred Skills/Experience

    - Considerable knowledge and experience in managing and growing a large portfolio of clients

    - Demonstrated experience in building relationships and credibility with internal stakeholders (portfolio management/credit risk management/product partners)

    - Significant corporate finance/capital markets experience and ability to evaluate potential financing alternatives

    - Experience with Native American lending

    - Strong knowledge of bank loan market (i.e., terms, pricing) and comfort with credit underwriting

    - Experience with traditional bank operating products (treasury management, corporate card/payables, trust and custody)

    - Working knowledge of derivative products (i.e., interest rates, commodities)

    - Strong leadership and strategic management skills

    - Excellent verbal and written communication skills

    - Well-developed analytical, decision-making and problem-solving skills

    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

    U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

    **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: $181,730.00 - $213,800.00

    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.

    **Posting may be closed earlier due to high volume of applicants.**


    Employment Type

    Full Time

  • Commercial Real Estate Portfolio Manager – Biltmore/Phoenix (AZ)
    Zions Bancorporation    Phoenix, AZ 85067
     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 with 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 40 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 a Commercial Portfolio Manager (CRE) to join Arizona’s #1 Community Bank at our Phoenix location. Top candidates will have proven success as a portfolio manager and bring a high level of Arizona business savvy to serve our local markets and their neighboring communities.

    Essential Functions:

    + Manage and service a portfolio of commercial real estate relationships. Analyze financial statements, market risks, industry risks, collateral requirements and credit.

    + Expand, build, and maintain client relationships, providing the highest level of customer service.

    + Monitor credit performance.

    + Assist Relationship Managers with any tasks related to credit requests.

    + Prepare reporting to include information such as past dues, documentation and collateral exceptions, financial performance updates, and portfolio profitability.

    + Cross sell other bank products.

    + Other duties as assigned.

    Qualifications:

    A four-year degree in business, finance, or a related field and 5+ years’ experience in Portfolio Management or a credit role to include CRE or other complex commercial lending. An equivalent combination of education and experience may meet qualifications.

    + Knowledge of commercial real estate loans, credit and/or related lending processes and procedures is required.

    + Local candidates are highly preferred. This position will be in our Biltmore Corporate Office in Phoenix, AZ.

    + Advanced knowledge of commercial real estate and/or related lending are required. Advanced knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, loan documentation, etc.

    + A working knowledge of commercial credit analysis, underwriting, spreading, and analyzing financial statements, credit scoring, documentation, etc.

    + Good oral and written communication skills needed to create relationships with clients and when making loan presentations.

    + Analytical skills needed for lease approvals, credit analysis and underwriting.

    + Good organizational and problem resolution skills.

    + Computer proficiency required.

    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 include coaching and therapy sessions.

    + Tuition Reimbursement for qualifying employees.

    + Employee Ambassador preferred banking products.

    Req ID: 067750

    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

  • Relationship Manager - PEO
    Paychex    Phoenix, AZ 85067
     Posted 4 days    

    Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.

    Overview

    Develops and maintains positive relationships for our top tier clients through effective collaboration with internal Paychex Operational departments and any vendors that supply our clients with services Acts as the key advocate and fosters efficiencies and revenue growth within the client relationship. Advocates for the client deliverables and drives the business results and Paychex strategy for their clients. Facilitates the management and strategic service of their assigned accounts.

    Responsibilities

    + Proactively builds and maintains strong, trust-based relationships with key client stakeholders by understanding their business objectives and strategic goals. Services as a Consultative partner, delivering tailored recommendations and advisory services to drive client success and maximize utilization of Paychex Solutions. Demonstrates adaptability, strong communication and effective time management to prioritize client needs, deliver high-quality service, and support retention and growth.

    + Drive Customer Revenue growth by identifying upsell/cross sell opportunities for Paychex products and solutions and sending referrals to internal partners.

    + Responds to client communication (phone, emails) in a timely, professional manner to resolve escalated issues, including payroll and ancillary product matters, “how-to” product inquiries, training needs and system issues.

    + Identifies and analyzes major trends or issues and assumes responsibility for resolution or escalation to management to ensure ongoing client satisfaction and revenue retention.

    + This is a hybrid role that requires a combination of remote work and local travel. Candidates must reside within the designated territory they will cover. The role involves: Remote work on designated office days (e.g., administrative tasks, virtual meetings). Travel to client sites within the assigned territory for in-person meetings and service delivery. Applicants must have reliable transportation and be comfortable managing their schedule to accommodate both remote and on-site responsibilities.

    + Conducts client visits for current clients, both for clients experiencing difficulties or upon client request, to maintain and/or strengthen client relationships.

    + Serves as coordination and communication channel lead for internal Paychex departments. Acts as liaison to resolve client issues regarding payroll and ancillary products to ensure client satisfaction and profitability requirements.

    + Provides clients and management team with regular reporting, communication and status updates to ensure client satisfaction. Positions the appropriate management and executive Paychex staff with key stakeholders at the assigned clients' business

    + Analyzes data to identify present and future performance gaps and trends; translates gaps and organizational needs into an action plan. Identifies needs that can be met through Paychex offerings and those that require alternative approaches or process improvements.

    + Plans, coordinates and implements client activities and strategic programs for Paychex. Partners with sales, training departments, internal departments and operations to ensure client satisfaction and education on our products.

    + Maintains knowledge of industries, relevant systems and Paychex product offerings, as well as changes in federal, state, and local wage tax law and policies to ensure Paychex products meet the needs of the client.

    Qualifications

    + Bachelor's Degree - Preferred

    + 2 years of experience in Account Management.

    + 4 years of experience in HCM Account management, Sales, or high-level customer service, with mid-market clients.

    + PEO industry experience is preferred

    Compensation

    In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $59,600-$93,700/yr. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.

    Live the Paychex Values

    + Act with uncompromising integrity.

    + Provide outstanding service and build trusted relationships.

    + Drive innovation in our products and services and continually improve our processes.

    + Work in partnership and support each other.

    + Be personally accountable and deliver on commitments.

    + Treat each other with respect and dignity.

    What's in it for you?

    + We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.

    + We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.

    + We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.

    + We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.

    + We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

    Not sure if you meet every requirement?

    At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.

    Paychex is an equal opportunity employer that fosters a workplace culture of Diversity, Equity, & Inclusion. Our valued employees and commitment to DEI are the essence of our internal and external success.


    Employment Type

    Full Time

  • Relationship Manager-Payments-Vice President
    JPMorgan Chase    Tempe, AZ 85282
     Posted 4 days    

    You are a strategic thinker, passionate about delivering solutions to clients. You have found the right team.

    As a Relationship Manager within Merchant Services, you will be primarily responsible for a select portfolio of Payment Facilitator clients. You will partner closely with the firm-wide bank coverage team, including JPMorgan Payments Treasury Services to support these sophisticated providers that offer diverse payment methods and flexible payout solutions. You will be accountable for maintaining strong relationships with key decision-makers and influencers within those assigned client relationships and related third party vendors that support the relationships. You will meet JP Morgan Merchant Services' profitability goals through strategic client management, cross-selling value-added services, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio.

    **Job Responsibilities:**

    + Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction

    + Execute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery

    + Acts as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services

    + Implement and support ongoing client strategy and co-coordinating cross-sell opportunities with other parts of JPMorgan Payments Treasury Services

    + Clearly understand client needs by applying a strategic, consultative selling approach to cultivate payment optimization strategies, develop appropriate product solution recommendations and grow the business

    + Prepare and deliver quarterly business reviews and analysis on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand business

    + Participate in external industry conferences to ensure market visibility for the JPMorgan franchise within the identified market segment.

    **Required qualifications, capabilities and skills:**

    + 8 + years of experience within a strategic relationship management role, business development role; or technology related experience

    + Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients

    + Experience and comfort level working with C-suite level client stakeholders

    + Experience collaborating across multi-faceted financial institutions or similar institutions, especially with relationship bankers, product, service and operations partners

    + Demonstrated ability to work across cultures with internal teams and external clients

    + Exceptional relationship management skills, strong presentation skills and exceptional verbal and written communication skills

    + Travel required-25%

    **Preferred qualifications, capabilities and skills:**

    + Bachelor's degree or equivalent experience; MBA desired

    + Expertise in specialized industries such as, with other financial institutions, payment facilitators, fintech, billers, major and specialty retail and vertical knowledge within the payments industry is a plus

    FEDERAL DEPOSIT INSURANCE ACT:

    This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

    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

    **Base Pay/Salary**

    Palo Alto,CA $142,500.00 - $200,000.00 / year; Chicago,IL $101,700.00 - $146,000.00 / year


    Employment Type

    Full Time

  • Relationship Manager Senior Sports Finance & Advisory
    City National Bank    Phoenix, AZ 85067
     Posted 4 days    

    *RELATIONSHIP MANAGER SENIOR SPORTS FINANCE & ADVISORY*

    WHAT IS THE OPPORTUNITY?

    The Senior Relationship Manager develops new business prospects and manages existing client relationships in the assigned specialized business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the assigned portfolio. Requires active calling efforts, strategic thinking, and a proactive approach.

    WHAT WILL YOU DO?

    * Drive revenue growth by leading the delivery of credit and advisory solutions tailored to clients’ unique needs, ensuring a seamless process from identifying opportunities to execution.

    * Identify new business opportunities. Analyze client risks and propose appropriate risk mitigation strategies. Structure, price, and execute transactions with precision and accountability.

    * Directly manage, develop, and deepen engagement with select client coverage within the portfolio across entertainment and sports related firms.

    * Act as a senior advisor, demonstrating expertise in industry trends, and market dynamics to deliver strategic guidance to clients.

    * Lead retail syndications for large credit relationships in conjunction with the Bank's syndications team.

    * Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients’ credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions.

    * Prepare strategic relationship plans for each client or prospect with clear timing and expectations. These plans include specific calling schedules and objectives (such as cross sell strategy, expected revenue contribution, etc.) for each relationship.

    * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management

    * Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues.

    * Collaborate effectively with cross-functional teams, including credit, operations, compliance, and risk, to ensure successful execution of transactions and alignment with regulatory standards.

    * Foster a collaborative, high-performance culture by mentoring and developing junior colleagues, sharing expertise and promoting continuous learning within the team.

    * Exhibit strong leadership in driving team performance, maintaining high standards of client service, and aligning efforts with overall business objectives.

    * Represent Entertainment Banking with a high level of professionalism, serving as a trusted partner to clients and internal stakeholders alike.

    * Maintains awareness of competitive products, practices, rates and changes in market conditions.

    * Manage various projects or activities as assigned.

    * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).

    WHAT DO YOU NEED TO SUCCEED?

    *Required Qualifications**

    * Bachelor's Degree or equivalent

    * Minimum 5 years of lending/credit experience required.

    * Minimum 5 years of Relationship Manager experience required.

    * Sports finance and advisory knowledge preferred

    * Acquire all necessary licenses to perform the role

    *Additional Qualifications*

    * Bachelor's degree required, MBA preferred

    * Excellent understanding of all products and services applicable to target client segment

    * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures.

    * Strong interpersonal, verbal, and written communication skills.

    * Capable of working well both independently and in teams. Has the ability to work autonomously as a “self-starter” but must also be able to collaborate with a broader group.

    * Strong analytical (e.g. credit, accounting, etc.) and organizational skills.

    * Critical skills such as sales/marketing, communication, negotiation, data analysis, and project management are all vital to success in this role.

    *WHAT'S IN IT FOR YOU?*

    *Compensation*Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

    *Benefits and Perks*

    At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

    * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date

    * Generous 401(k) company matching contribution

    * Career Development through Tuition Reimbursement and other internal upskilling and training resources

    * Valued Time Away benefits including vacation, sick and volunteer time

    * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs

    * Career Mobility support from a dedicated recruitment team

    * Colleague Resource Groups to support networking and community engagement

    Get a more detailed look at our (https://careers.cnb.com/benefits).

    ABOUT US

    Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at (https://www.cnb.com/about-us.html).

    *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*

    City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

    It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

    *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.


    Employment Type

    Full Time


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