Customer Support Specialist (On-site Banking Call Center) Heritage BankCustomer Support Specialist (On-site Banking Call Center)Burlington, WA$21.62–$24.84 / hourIndividuals in this role help customers by providing a warm welcome and greeting to everyone who calls in for assistance, and will process a variety of financial requests, while learning and maintaining a thorough knowledge of the Bank's products and services, to inform customers of other bank services that will meet their current and future needs. Level II - 2+ years recent experience in retail banking, bank operations and/or a service / call center environment, with working knowledge and experience in multiple functions including online/electronic banking, account maintenance, billing questions and research, regulatory compliance, operations, and phone applications and systems – required.
Branch Banking Manager Heritage BankBranch Banking ManagerBellingham, WA$80,168.40–$94,742 / yearStrong analytical reasoning, attention to detail, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals, reporting requests and staffing schedules, ensuring priorities are set and commitments and deadlines are met, with minimal direction and supervision. Work collaboratively with Retail Management and Human Resources to recommend staffing levels and approve personnel actions such as hiring, terminations, promotions, transfers, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices.
Commercial Banking Officer - Vancouver, WA Heritage BankCommercial Banking Officer - Vancouver, WAVancouver, WA$91,707–$114,639 / yearHeritage Bank's Commercial Banking Center in Vancouver, WA is seeking an experienced commercial banking officer that will provide a full range of commercial banking services, including developing new business and client relationships; producing a variety of commercial loans; generating and managing a portfolio of business and corresponding relationships; seeking new accounts through calling efforts, marketing, and referrals; as well as coordinating the cross-sale and delivery of bank products and services to clientele while serving as a trusted advisor. Travel Time: Varies – 50%; Willingness to travel to other branch, customer, business locations, and meeting sites, which may include overnight travel and extended stay availability when needed; valid driver’s license, clean driving record, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions.
NewBanking & Finance Associate Attorney JobotBanking & Finance Associate AttorneyDallas, TX$185,000–$300,000 / yearYou'll spend 60–80% of your time representing banks and private lenders across secured and unsecured lending transactions - equipment finance, commercial real estate finance, cashflow/acquisition loans, and asset-backed finance - developing deep insight into the Texas and national lending markets. A sophisticated Dallas-based boutique with more than three decades representing middle-market companies, real estate developers and investors, and capital providers - including banks, family offices, and private equity - is seeking a Banking & Finance Associate with 1.5–4 years of experience to join its growing finance practice.
Area Manager - Branch Banking (Whidbey Island) Heritage BankArea Manager - Branch Banking (Whidbey Island)Coupeville, WA$100,884–$126,105 / yearFrequent travel is required; Willingness and flexibility to travel to other branch and customer business locations, as needed; valid driver’s license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions. In this role, the selected candidate will drive overall profitability and goal achievement of the multi-branch community by directing and executing sales and business development activities, meeting operational objectives, managing employee development and engagement through consistent coaching and performance management in accordance with the Heritage Bank Mission, Vision, and Values.
Relationship Banking Assistant Heritage BankRelationship Banking AssistantTacoma, WA$29.61–$35.54 / hourLevel II - 2+ years recent experience in commercial and/or retail branch banking, which includes cash handling, new accounts opening, documentation and compliance, relationship management and business development and sales skills, in a financial services industry required. May travel for business development and customer meetings; willingness to travel to other branch locations when needed; valid driver’s license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions.
Commercial Banking Relationship Manager IV Amerant BankCommercial Banking Relationship Manager IVCoral Gables, FLPromote and cross-sell various products and services through telephone calls, mailing notices and face-to face visits, with the objective of servicing, maintaining, developing new relationships, increasing the deposit and loan portfolio, increasing bank revenues, and identifying current and potential business opportunities for the bank. Evaluate and take action to adequately manage and control customer overdraft and uncollected funds transactions following approval limit guidelines in order to accommodate and service customers in a financially feasible and prudent manner, with minimum risk exposure to the bank.
NewBanking Specialist IV AmerantbankBanking Specialist IVCoral Gables, FLFull timeResponsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services. For Transformed Banking Centers: Responsible and able to utilize all elements within a transformed banking center: Welcoming Zone, Comfort Zone, Discovery Zone, Advisor Connect, Service Spots, Teller Tower, etc.
Banking Specialist IV Amerant BankBanking Specialist IVBoca Raton, FLResponsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services. For Transformed Banking Centers: Responsible and able to utilize all elements within a transformed banking center: Welcoming Zone, Comfort Zone, Discovery Zone, Advisor Connect, Service Spots, Teller Tower, etc.
Banking Specialist Amerant BankBanking SpecialistTampa, FLFull timeResponsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services. For Transformed Banking Centers: Responsible and able to utilize all elements within a transformed banking center: Welcoming Zone, Comfort Zone, Discovery Zone, Advisor Connect, Service Spots, Teller Tower, etc.
Director/Managing Director, Fund Banking (Fund Finance) StifelDirector/Managing Director, Fund Banking (Fund Finance)New York, NYStifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Managing Director, Venture Banking StifelManaging Director, Venture BankingNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies and their investors across all their financial services needs.
Senior Vice President, Venture Lending and Banking StifelSenior Vice President, Venture Lending and BankingDurham, NCStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Vice President, Venture Lending and Banking StifelVice President, Venture Lending and BankingNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The ideal candidate will have experience working with venture backed technology companies, the ability and network to develop strong relationships, and be a trusted advisor to technology companies and their investors.
Vice President, Fund Banking StifelVice President, Fund BankingSan Francisco, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Senior Vice President will be an integral part of business development, portfolio management, underwriting, and administration of the group working closely with the Head of West Coast Fund Banking.
Assistant Vice President, Venture Banking StifelAssistant Vice President, Venture BankingNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
NewFund Banking Analyst StifelFund Banking AnalystSaint Louis, MOStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Sr Project Manager, Client Connectivity-Innovation Banking Hsbc Private BankSr Project Manager, Client Connectivity-Innovation BankingSan Francisco, CAYou’ll run technical discovery and client workshops, convert business outcomes into technical designs, define testing and cutover approaches (including ISO 20022 formats and SWIFT migration considerations), and then drive end-to-end execution—removing blockers across client teams, Product, IT, Client Service and Coverage/Sales. You’ll design and deliver technically robust, secure, and scalable connectivity solutions for strategic corporate clients, leading complex onboarding and change initiatives across HSBCnet, APIs, SWIFT connectivity, and Host-to-Host (H2H)/file-based connectivity.
Director, Arc - Banking Strategy & GTM CircleDirector, Arc - Banking Strategy & GTMLos Angeles, CA$212,500–$272,500 / yearWorking across Ecosystem Partnerships, Product, and Commercial leadership, you will identify high-value market opportunities, develop the strategic roadmap for the banking ecosystem, architect complex partnership and commercial structures, and influence product investments required to unlock adoption. Circle’s platform includes the world’s largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet.
Correspondent Banking Investigation AVP BarclaysCorrespondent Banking Investigation AVPWhippany, NJTo conduct investigations into various aspects of the bank’s operations and/or conduct of individuals to identify and address potential instances of non-compliance, fraud, misconduct, or other unethical behaviour, that harms or is likely to harm the reputation or financial well-being of the firm or may lead to legal and/or regulatory censure. You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.