Retail Banking Jobs in the United States
North Dallas Bank & Trust Co.
Dallas, TX
This position provides organizational leadership through active management of Banking Center Managers and support staff to deliver superior financial results and exceptional customer service through the creation of a proactive sales and service environment which maximizes customer experience, employee productivity and effectiveness across the Bank. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness.
Citigroup
Los Angeles, CA
Qualifications:15+ years of experienceIn-depth knowledge of all aspects of commercial banking; commercial credit knowledge and an ability to quickly learn new products and servicesPossesses sound judgment and is creative in providing credit/deposit solutions to bank clientsSignificant experience with commercial credit decision making authority, with experience in complex capital structures and cross border transactionsMinimum intermediate level credit skills with the capability to demonstrate advanced level credit skills to be appointed a senior credit officerAbility to work effectively in team settingAble to effectively interact with a variety of internal and external constituenciesProven track record of successfully managing and leading teams through complex change; a reputation for retaining, attracting and developing talent Proven leadership ability with excellent interpersonal communication skillsMust be able to express a sound opinion, able to agreeably present another viewpointFull management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval. Execution of strategic initiatives launched centrally at all levels (Group, Bank, Commercial Bank)Oversee the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processesEnsures compliance with regulatory requirements and Citi's policies / guidelines at all timesThis people leadership role is responsible for leading a team of Relationship Managers (RMs).Responsible for calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, roadblocks or risks, in addition to identifying and pursuing new clients aligned with CITI COMMERCIAL BANK (CCB)’s target market.
Citigroup
San Francisco, CA
Qualifications:15+ years of experienceIn-depth knowledge of all aspects of commercial banking; commercial credit knowledge and an ability to quickly learn new products and servicesPossesses sound judgment and is creative in providing credit/deposit solutions to bank clientsSignificant experience with commercial credit decision making authority, with experience in complex capital structures and cross border transactionsMinimum intermediate level credit skills with the capability to demonstrate advanced level credit skills to be appointed a senior credit officerAbility to work effectively in team settingAble to effectively interact with a variety of internal and external constituenciesProven track record of successfully managing and leading teams through complex change; a reputation for retaining, attracting and developing talent Proven leadership ability with excellent interpersonal communication skillsMust be able to express a sound opinion, able to agreeably present another viewpointFull management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval. Execution of strategic initiatives launched centrally at all levels (Group, Bank, Commercial Bank)Oversee the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processesEnsures compliance with regulatory requirements and Citi's policies / guidelines at all timesThis people leadership role is responsible for leading a team of Relationship Managers (RMs).Responsible for calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, roadblocks or risks, in addition to identifying and pursuing new clients aligned with CITI COMMERCIAL BANK (CCB)’s target market.
Citigroup
New York, NY
Qualifications:15+ years of experienceIn-depth knowledge of all aspects of commercial banking; commercial credit knowledge and an ability to quickly learn new products and servicesPossesses sound judgment and is creative in providing credit/deposit solutions to bank clientsSignificant experience with commercial credit decision making authority, with experience in complex capital structures and cross border transactionsMinimum intermediate level credit skills with the capability to demonstrate advanced level credit skills to be appointed a senior credit officerAbility to work effectively in team settingAble to effectively interact with a variety of internal and external constituenciesProven track record of successfully managing and leading teams through complex change; a reputation for retaining, attracting and developing talent Proven leadership ability with excellent interpersonal communication skillsMust be able to express a sound opinion, able to agreeably present another viewpointFull management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval. Execution of strategic initiatives launched centrally at all levels (Group, Bank, Commercial Bank)Oversee the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processesEnsures compliance with regulatory requirements and Citi's policies / guidelines at all timesThis people leadership role is responsible for leading a team of Relationship Managers (RMs).Responsible for calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, roadblocks or risks, in addition to identifying and pursuing new clients aligned with CITI COMMERCIAL BANK (CCB)’s target market.
Citigroup
San Antonio, TX
Qualifications:FINRA Series 7, 66 (or 63 and 65), 24, 4, 53 (and/or 9/10)Relevant 15+ years of supervisory experience in the financial industry; compliance or other risk experience also preferredExperience managing teams with broad accountability in a complex environmentAbility to work effectively in a cross-functional organization Ability to balance strategic priorities with tactical actions Proven track record and accountability in making quick decision that have an immediate impact on business financialsStrong Leadership skillsStrong staff development and ability to delegateIn-depth knowledge of Bank and Broker-Dealer businessesStrong knowledge and experience in complex investment products such as Alternatives, Structured Products, Derivatives, Syndicate, Options and Third Party Managed FundsAbility to multi-task, assess and balance diverse prioritiesStrong presentation skills with ability to interact with all levels of Citi ManagementAbility to work in a team-oriented environmentStrong analytical skillsExcellent written and verbal communication skillsStrong organizational and time management skillsExcellent interpersonal, relationship, negotiating and diplomacy skillsAbility to work independently, execute on agreed upon timelines and work under pressureExperience in internal/external audit managementStrong problem-solving skillsAbility to see the big picture with high attention to critical detailsDemonstrated ability to contribute to/participate in process improvement initiativesAbility to identify issues/trends, evaluate alternatives and recommend comprehensive and innovative solutionsStrong Project Management SkillsProficiency in MS Office (including Excel, PowerPoint, SharePoint, and Teams), Pershing NetX360, Actimize Surveillance, Salesforce and other related business applications preferred Education:Bachelor’s/University degree or equivalent, Masters degree a plus------------------------------------------------------Job Family Group: Risk Management------------------------------------------------------Job Family:Business Risk & Control------------------------------------------------------Time Type:Full time------------------------------------------------------Primary Location:Jacksonville Florida United States------------------------------------------------------Primary Location Full Time Salary Range:$170,000.00 - $300,000.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Responsibilities include:Escalation-point for Product-Function Compliance, Compliance Surveillance, regulatory, litigation, disciplinary, and HR mattersBusiness SME and/or working group Supervision lead: Regulation Best Interest, RDIP, OCC RNDIP, Actimize supervisory platform, Heightened Supervision, Sales Practice Incident, Mutual Fund/UIT, Non-traditional ETF, Structured Products, Alternative Investments, Non-Traded REIT, Low Priced Securities, Digital Asset Investment Product, Margin and Securities-Backed Lending, Servicemembers Civil Relief Act, Gifts & Entertainment, Pricing, Vulnerable Adult, and othersAuthors and implements Written Supervisory Procedures in accordance with FINRA 3110(b) and their associated monitoring routinesOwns Issues and Corrective Action Plans (CAPS) resulting from self-identified issues, and those identified through periodic monitoring routines and exams by the 2LOD and 3LOD, and external regulatorsFrequent weekly interaction with the Field, Compliance, Legal, Risk & Control Partners in the preparation and delivery of relevant firm and regulatory contentAccountable for management of complex/critical/large professional disciplinary areas.
Citigroup
Irving, TX
The ability to work with a diverse group of stakeholders to achieve milestones and meet deadlinesLeadership, people and stakeholders management experienceEffective written and verbal communication skillsProficient in MS Office applications (Excel, Word, Power Point)Desire experience in underwriting large ticket / complex Residential Real Estate financing transactions for high net worth and professional clientsEducationBachelor’s / University degree or equivalent qualificationMBA or equivalent graduate studies is a plus------------------------------------------------------Job Family Group: Risk Management------------------------------------------------------Job Family:Portfolio Credit Risk Management------------------------------------------------------Time Type:Full time------------------------------------------------------Primary Location:Irving Texas United States------------------------------------------------------Primary Location Full Time Salary Range:$144,480.00 - $216,720.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Experience / QualificationsExtensive previous risk management experience (10+ years) in retail risk management with knowledge of residential real estate markets in the United States and regulatory managementExperience in data management, advanced analytics, portfolio MIS using SAS or similar software system for data analysis and report writing.
Citigroup
Palo Alto, CA
Ability to influence people and empower team members to be proactive and focused on partnerships and resultsMust be able to present technical matters in a way that is meaningful to the audience; dynamic organization requires proactivity in ensuring targets are met and projects accomplishedDemonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision makingBroad and deep understanding of accounting principles and corporate finance conceptsHighly motivated, participative team player with a change agent mentality that can provide financial leadershipExcellent PC skills with ability to design and maintain complex financial models and to drive high quality financial presentationsEducation:Bachelor's/University degree, Master's degree preferred------------------------------------------------------Job Family Group: Private Client Coverage------------------------------------------------------Job Family:Financial Planning Services------------------------------------------------------Time Type:Full time------------------------------------------------------Primary Location:New York New York United States------------------------------------------------------Primary Location Full Time Salary Range:$170,000.00 - $300,000.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Responsibilities:Provide reporting, planning, forecasting and analysis for all investment products, including capital markets, Global Managed Investments, and Tailored Portfolio GroupReview and analyze financials during monthly closePerform ad hoc analysis for new business initiatives, working closely with the business areas and product groups, and support project launch and executionProduce monthly & quarterly Management Reports related to investment products for Private Bank NA organizationProduce and deliver reporting that clearly communicate the financial performance of the business.
Citigroup
New York, NY
Qualifications:Bachelor's degree in Finance or Accounting or related field preferred,6-10 years of experience in FinanceMust have advanced analytical skills but also the ability to see the big pictureExcellent communication skills are imperative i.e. ability to make complex subjects easily digestible for senior managementExercises proven Power Point and Excel skillsAbility to prioritize in a fast-paced environment Ability to interact with all levels of management Must be a team playerEducation:Bachelors degree, potentially Masters degree------------------------------------------------------Job Family Group: Finance------------------------------------------------------Job Family:Balance Sheet Management------------------------------------------------------Time Type:Full time------------------------------------------------------Primary Location:New York New York United States------------------------------------------------------Primary Location Full Time Salary Range:$142,320.00 - $213,480.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Citigroup
New York, NY
Responsibilities:Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior managementAdvise on directional strategy and provide guidance on significant business/product decisionsExecute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams. Qualifications:6-10 years of relevant experienceProficient computer skills with a focus on Microsoft Office applicationsEffective verbal and written communication skillsDemonstrated presentation skillsConsistently demonstrates clear and concise written and verbal communication skillsEducation:Bachelor’s degree/University degree or equivalent experienceMaster’s degree preferredThis job description provides a high-level review of the types of work performed.
Citigroup
New York, NY
Previous experience using Morningstar Direct,Strong team player with willingness to learn, and ability to develop quickly within a growing business.achelor's degree, preferably in finance or accountingCFA and/or CAIA designation a plusArea OverviewCiti Global Wealth Investments (CGWI) is Citi’s leading investment solutions team and platform, providing holistic investments advice offering clients across the wealth continuum critical insights into global market developments and ideas. ------------------------------------------------------Job Family Group: Private Client Product Services------------------------------------------------------Job Family:Investment Due Diligence------------------------------------------------------Time Type:Full time------------------------------------------------------Primary Location:New York New York United States------------------------------------------------------Primary Location Full Time Salary Range:$142,320.00 - $213,480.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
Northwest Credit Union Association
Bellevue, WA
The Vice President of Retail Banking is responsible for providing strategic leadership for the credit union’s Retail Business line including branch network, retail operations, and virtual member experience. This role is hybrid and would require in-office meetings a few days a month (at our Northgate office) and regular visits to our branches (Northgate, First Hill, Bellevue, Tukwila) in person throughout the month.
Northwest Credit Union Association
Seattle, WA
The Vice President of Retail Banking is responsible for providing strategic leadership for the credit union’s Retail Business line including branch network, retail operations, and virtual member experience. This role is hybrid and would require in-office meetings a few days a month (at our Northgate office) and regular visits to our branches (Northgate, First Hill, Bellevue, Tukwila) in person throughout the month.
Northwest Credit Union Association
Tukwila, WA
The Vice President of Retail Banking is responsible for providing strategic leadership for the credit union’s Retail Business line including branch network, retail operations, and virtual member experience. This role is hybrid and would require in-office meetings a few days a month (at our Northgate office) and regular visits to our branches (Northgate, First Hill, Bellevue, Tukwila) in person throughout the month.
VirtusaPolaris - Virtusa Corporation
New York, NY
Hands-on experience in different banking sub-domains like payments, cards, retail banking, transaction banking, wealth management, capital markets, etc. Offering/GTM Development: Develop deep understanding of our go-to-market strategy for practice offerings across process improvement, efficiency enhancement, analytics, intelligent automation and roadmap assessment.
Selby Jennings
Los Angeles, CA
The Investment Banking Group Head will be responsible for: Generating new business and maintaining existing relationships in the Aerospace, Defense, and Government sector. This Investment Bank has been strategically hiring in groups that have seen success, and is looking for their next member of the team to lead their ADG focused group.
Selby Jennings
Los Angeles, CA
Company Summary: We are currently partnered with a rapidly growing, top tier middle market Investment Bank backed by a large global financial firm looking to add an Investment Banking Group Head to their team to spearhead their Insurance sector coverage. The Investment Banking Managing Director will be responsible for: Deal origination & execution in the Insurance industry.
Selby Jennings
New York, NY
Qualifications:Bachelor's degree in Finance, Economics, or a related field.6-8 years of experience in investment banking, private equity, or a related financial services role, with a strong focus on private financings. Extensive transaction experience across private financings, capital markets deals, acquisitions, and M&A.Strong analytical and financial modeling skills.
Selby Jennings
New York, NY
6-8 years of experience in investment banking, private equity, or a related financial services role, with a strong focus on private financings. Act as the quarterback of the deal team, leading transactions and stepping in when senior team members are out of the office.