{ "version": "https://jsonfeed.org/version/1.1", "title": "Job Search Results", "home_page_url": "https://apply.coop/search?country_code=\u0026employment_type=\u0026tags=finance\u0026terms=\u0026working_location=\u0026workplace_type=", "description": "Job search results", "author": { "name": "apply.coop" }, "authors": [ { "name": "apply.coop" } ], "items": [ { "id": "https://apply.coop/jobs/d15i866blda2vlvrru4g-arizmendi-association-financial-specialist---coop-devlopment-generalist", "url": "https://apply.coop/jobs/d15i866blda2vlvrru4g-arizmendi-association-financial-specialist---coop-devlopment-generalist", "title": "Arizmendi Association Financial Specialist / Coop Devlopment Generalist", "content_html": "\u003cp\u003eThe Arizmendi Association is looking to hire two Development \u0026amp; Support Cooperative staff. Combined approximately 40 hours. Thus, we might hire two people at 20 hours weekly, or one for 8 hours and the other at 32; the mix will depend on the availability and needs of the hired.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eFinancial Specialist \u0026amp; Educator\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eWe are seeking two staff with bookkeeping knowledge to help support and train our network of Arizmendi worker cooperative businesses (if one hire has high-level bookkeeping skills, that will open up the possibility of hiring a second person whose strong generalist cooperative skills commend hiring them with intent of training-up as a bookkeeper and eventually finance trainer). This position is part of the Association’s Development \u0026amp; Support Cooperative (DSC), the staff collective tasked with carrying out the goals set forth by Association members and offering financial, legal, and democratic management services/advisement.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat We Envision for this Role\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eDevelopment \u0026amp; Support Cooperative staff do not have fixed job titles or responsibilities in that all staff members are expected to step in as needed to fulfill new needs and functions. However, staff members generally focus on one or more major service areas at any particular time. The area in which we currently most need to expand is finance. So we’re looking for someone who will focus on finance functions; but they will also be expected to have regular cooperative development/services duties outside that area. We’re looking for a candidate who brings a social justice lens to their work and an enthusiasm for teaching and collaborative problem-solving.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eJob Responsibilities:\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e– Train cooperative members on financial topics (reading financial reports, etc.); cross-train with other staff to achieve resilience goal of having multiple DSC staff capable of handling any responsibility\n– Provide general bookkeeping support to Association cooperatives\n– Assist member coops with quarterly financial reports, year-end closing of books, and long-term planning; assist closing of Association’s books and help forecast yearly Association budget\n– Provide member cooperatives with financial analysis of options (e.g., wage raises, price changes, etc.)\n– Calculate Association member fees and bill coops accordingly\n– Provide analysis and support for new financial benefits and programs\n– Assist with Association office management\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eRequired Qualifications \u0026amp; Skills:\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e– High-level bookkeeping and/or accounting\n– Financial planning\n– Serve as a positive role model of responsiveness, integrity, and collaboration\n– Openness to questioning established approaches and interest in collaborating on new ones\n– Commitment to be solution-oriented and work through any communication difficulties with colleagues\n– Ability to develop standards and systems\n– Ability to maintain confidentiality regarding sensitive matters involving not only financial operation but group dynamics\n– Ability to work independently and with groups\n– Inclination and ability to train members to handle financial matters to the best of their ability, fostering confidence and minimizing dependence on DSC or outside contractors\n– Ability to communicate complex financial matters in English to people without formal finance training; fluency in other languages, particularly Spanish, highly valued\n– Some ability to attend cooperative meetings in person, perhaps as frequently as once or twice per month; if one hire is local, that will open the possibility of the other being a remote-work hire, and the remote-worker would travel in once or twice per year for meetings\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003ePay/benefits\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eBetween $43.52 and $50.02/hr depending on whether the individual has health insurance coverage through other sources (e.g., someone working more than 20 hours per week, could choose full dental/health insurance and receive $43.52/hr; but if they will continue to have those coverages through, say, an Arizmendi bakery, they would receive $50.02/hr). Additional benefit: $1,200 annually for discretionary professional development training (e.g., staffer might choose class in public speaking) in addition to core-function training (e.g., a course in high-level spreadsheet skills would be covered outside this budget).\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eAbout The Arizmendi Association Development \u0026amp; Support Cooperative\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eThe Association now has five thriving bakery/pizzerias in the Bay Area. We have started to diversify, having added a landscape design-build cooperative, and are currently looking at next launches. The Association itself is a cooperative made up of seven member businesses (the seventh being the DSC, which operates as a collective using modified consensus, having equal pay, etc).\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eInclusion\u003c/strong\u003e\nIn hiring and staffing, we look to represent the diversity of the communities we serve. People of color and women, queer, trans, or non-binary people and those with disabilities are encouraged to apply.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eTo Apply\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eTo apply or if you have any questions, please email aac@arizmendi.coop with your resume AND this signed application form: https://docs.google.com/document/d/1Jd8VYQH8OW9AwHLe4bYPzsyiNAGj_gz2ZAhEVQxy4RE/edit?tab=t.0\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eApplications will be accepted through 6/30/25.\u003c/strong\u003e\u003c/p\u003e", "summary": "\u003cp\u003eThe Arizmendi Association is looking to hire two Development \u0026amp; Support Cooperative staff. Combined approximately 40 hours. Thus, we might hire two people at 20 hours weekly, or one for 8 hours and the other at 32; the mix will depend on the availability and needs of the hired.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eFinancial Specialist \u0026amp; Educator\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eWe are seeking two staff with bookkeeping knowledge to help support and train our network of Arizmendi worker cooperative businesses (if one hire has high-level bookkeeping skills, that will open up the possibility of hiring a second person whose strong generalist cooperative skills commend hiring them with intent of training-up as a bookkeeper and eventually finance trainer). This position is part of the Association’s Development \u0026amp; Support Cooperative (DSC), the staff collective tasked with carrying out the goals set forth by Association members and offering financial, legal, and democratic management services/advisement.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat We Envision for this Role\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eDevelopment \u0026amp; Support Cooperative staff do not have fixed job titles or responsibilities in that all staff members are expected to step in as needed to fulfill new needs and functions. However, staff members generally focus on one or more major service areas at any particular time. The area in which we currently most need to expand is finance. So we’re looking for someone who will focus on finance functions; but they will also be expected to have regular cooperative development/services duties outside that area. We’re looking for a candidate who brings a social justice lens to their work and an enthusiasm for teaching and collaborative problem-solving.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eJob Responsibilities:\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e– Train cooperative members on financial topics (reading financial reports, etc.); cross-train with other staff to achieve resilience goal of having multiple DSC staff capable of handling any responsibility\n– Provide general bookkeeping support to Association cooperatives\n– Assist member coops with quarterly financial reports, year-end closing of books, and long-term planning; assist closing of Association’s books and help forecast yearly Association budget\n– Provide member cooperatives with financial analysis of options (e.g., wage raises, price changes, etc.)\n– Calculate Association member fees and bill coops accordingly\n– Provide analysis and support for new financial benefits and programs\n– Assist with Association office management\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eRequired Qualifications \u0026amp; Skills:\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e– High-level bookkeeping and/or accounting\n– Financial planning\n– Serve as a positive role model of responsiveness, integrity, and collaboration\n– Openness to questioning established approaches and interest in collaborating on new ones\n– Commitment to be solution-oriented and work through any communication difficulties with colleagues\n– Ability to develop standards and systems\n– Ability to maintain confidentiality regarding sensitive matters involving not only financial operation but group dynamics\n– Ability to work independently and with groups\n– Inclination and ability to train members to handle financial matters to the best of their ability, fostering confidence and minimizing dependence on DSC or outside contractors\n– Ability to communicate complex financial matters in English to people without formal finance training; fluency in other languages, particularly Spanish, highly valued\n– Some ability to attend cooperative meetings in person, perhaps as frequently as once or twice per month; if one hire is local, that will open the possibility of the other being a remote-work hire, and the remote-worker would travel in once or twice per year for meetings\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003ePay/benefits\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eBetween $43.52 and $50.02/hr depending on whether the individual has health insurance coverage through other sources (e.g., someone working more than 20 hours per week, could choose full dental/health insurance and receive $43.52/hr; but if they will continue to have those coverages through, say, an Arizmendi bakery, they would receive $50.02/hr). Additional benefit: $1,200 annually for discretionary professional development training (e.g., staffer might choose class in public speaking) in addition to core-function training (e.g., a course in high-level spreadsheet skills would be covered outside this budget).\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eAbout The Arizmendi Association Development \u0026amp; Support Cooperative\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eThe Association now has five thriving bakery/pizzerias in the Bay Area. We have started to diversify, having added a landscape design-build cooperative, and are currently looking at next launches. The Association itself is a cooperative made up of seven member businesses (the seventh being the DSC, which operates as a collective using modified consensus, having equal pay, etc).\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eInclusion\u003c/strong\u003e\nIn hiring and staffing, we look to represent the diversity of the communities we serve. People of color and women, queer, trans, or non-binary people and those with disabilities are encouraged to apply.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eTo Apply\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eTo apply or if you have any questions, please email aac@arizmendi.coop with your resume AND this signed application form: https://docs.google.com/document/d/1Jd8VYQH8OW9AwHLe4bYPzsyiNAGj_gz2ZAhEVQxy4RE/edit?tab=t.0\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eApplications will be accepted through 6/30/25.\u003c/strong\u003e\u003c/p\u003e", "date_published": "2025-06-12T00:00:00Z", "date_modified": "2025-06-12T19:02:28Z", "author": { "name": "crew@apply (apply.coop)" }, "authors": [ { "name": "crew@apply (apply.coop)" } ] }, { "id": "https://apply.coop/jobs/d0uuvc6blda221bjl960-commercial-banking-executive--cbe-", "url": "https://apply.coop/jobs/d0uuvc6blda221bjl960-commercial-banking-executive--cbe-", "title": "Commercial Banking Executive (CBE)", "content_html": "\u003ch2\u003eROLE SUMMARY\u003c/h2\u003e\n\u003cp\u003eThe Commercial Banking Executive (CBE) is a strategic leader responsible for driving the commercial banking strategy, sales performance, and client relationship management across the organization. This executive will lead the commercial banking team to optimize revenue growth, expand market share, and deepen client relationships. The CBE will focus on originating, structuring, and executing complex commercial banking solutions for business clients while ensuring alignment with the company’s overall strategic objectives.\u003c/p\u003e\n\u003ch2\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/h2\u003e\n\u003ch3\u003eStrategic Leadership \u0026amp; Business Development\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eDevelop and execute a comprehensive commercial banking strategy to drive revenue growth and market expansion.\u003c/li\u003e\n\u003cli\u003eLead the commercial sales team, setting aggressive yet achievable sales goals and ensuring a high-performance culture.\u003c/li\u003e\n\u003cli\u003eIdentify and pursue new business opportunities across middle-market and corporate banking sectors, with a focus on deposits, lending, and treasury management.\u003c/li\u003e\n\u003cli\u003eFoster relationships with key centers of influence, business leaders, and industry stakeholders to enhance the bank’s visibility and reputation.\u003c/li\u003e\n\u003cli\u003ePartner with Marketing to develop targeted campaigns and market penetration strategies to attract high-value commercial clients.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eSales Leadership \u0026amp; Revenue Growth\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eEstablish and drive a sales culture that prioritizes proactive client engagement, consultative selling, and value-driven solutions.\u003c/li\u003e\n\u003cli\u003eMonitor pipeline management, sales metrics, and performance dashboards to track progress and optimize execution.\u003c/li\u003e\n\u003cli\u003eCollaborate with internal teams, including Treasury Management, Credit, Risk, and Operations, to structure competitive and compliant financial solutions.\u003c/li\u003e\n\u003cli\u003eEnsure that the team effectively cross-sells lending, deposits, treasury management, merchant services, and wealth management solutions to maximize relationship profitability.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eClient \u0026amp; Relationship Management\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003ePersonally manage and cultivate relationships with top-tier commercial clients, serving as a trusted advisor to business owners and executives.\u003c/li\u003e\n\u003cli\u003eOversee the team’s portfolio management strategy to drive client retention, wallet share growth, and risk management.\u003c/li\u003e\n\u003cli\u003eEnsure proactive engagement, regular client reviews, and exceptional service delivery to maintain long-term partnerships.\u003c/li\u003e\n\u003cli\u003eChampion customized financial solutions for complex commercial banking clients, addressing their specific needs with tailored products and services.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eRisk \u0026amp; Credit Oversight\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCollaborate with the Chief Credit Officer (CCO) and credit team to ensure sound credit decisions and portfolio risk management.\u003c/li\u003e\n\u003cli\u003eMaintain oversight of loan structuring, underwriting, and pricing to balance risk and profitability.\u003c/li\u003e\n\u003cli\u003eEnsure compliance with regulatory requirements, internal policies, and risk management best practices.\u003c/li\u003e\n\u003cli\u003ePartner with internal audit and compliance to mitigate risk exposure while fostering a business-friendly approach.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eLeadership, Talent Development \u0026amp; Culture\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eRecruit, mentor, and develop a high-performing commercial banking team, ensuring continuous learning and leadership growth.\u003c/li\u003e\n\u003cli\u003eDrive employee engagement, motivation, and career development initiatives.\u003c/li\u003e\n\u003cli\u003eFoster a collaborative culture across departments to align sales with operational excellence and client service.\u003c/li\u003e\n\u003cli\u003eChampion Diversity, Equity, and Inclusion (DEI) in leadership and client engagement strategies.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eRequirements\u003c/h2\u003e\n\u003ch3\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/h3\u003e\n\u003cp\u003e\u003cstrong\u003eRequired Education/Experience:\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eBachelor’s degree in Finance, Business Administration, Economics or a related field; a MBA or relevant professional certification is highly preferred.\u003c/li\u003e\n\u003cli\u003eMinimum of 15 years of commercial banking experience, with a track record of success in sales leadership and revenue growth.\u003c/li\u003e\n\u003cli\u003eDeep knowledge of commercial lending, treasury management, deposit products, and credit underwriting principles.\u003c/li\u003e\n\u003cli\u003eProven ability to lead, inspire, and develop a high-performing sales team.\u003c/li\u003e\n\u003cli\u003eStrong business development acumen with an established network of commercial banking relationships.\u003c/li\u003e\n\u003cli\u003eExpertise in financial analysis, risk assessment, and deal structuring for complex commercial clients.\u003c/li\u003e\n\u003cli\u003eFamiliarity with regulatory frameworks affecting commercial banking operations.\u003c/li\u003e\n\u003cli\u003eDeep understanding of CDFI and MDI goals, regulatory compliance standards, and community banking best practices.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eKNOWLEDGE, SKILLS, AND ABILITIES REQUIRED\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eStrategic Vision: Ability to craft and execute a bold commercial banking strategy.\u003c/li\u003e\n\u003cli\u003eSales-Driven Leadership: Demonstrated success in building and leading a top-tier sales team.\u003c/li\u003e\n\u003cli\u003eClient-Centric Approach: Deep commitment to enhancing client experience, ensuring accessibility, consistency, enhanced service quality, and financial inclusion.\u003c/li\u003e\n\u003cli\u003eAnalytical \u0026amp; Financial Acumen: Expertise in analyzing financial data, performance metrics, and market trends to guide decision-making.\u003c/li\u003e\n\u003cli\u003eNegotiation \u0026amp; Deal Structuring: Expertise in structuring complex financial solutions that drive profitability.\u003c/li\u003e\n\u003cli\u003eCollaborative Leadership: Ability to work cross-functionally with Credit, Treasury, and Risk teams.\u003c/li\u003e\n\u003cli\u003eRegulatory \u0026amp; Compliance Savvy: Deep understanding of banking regulations and credit risk management.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003ePerformance Metrics:\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eAnnual Commercial Loan \u0026amp; Deposit Growth ($MM)\u003c/li\u003e\n\u003cli\u003eSales Team Production \u0026amp; Pipeline Performance\u003c/li\u003e\n\u003cli\u003eClient Retention \u0026amp; Cross-Sell Ratios\u003c/li\u003e\n\u003cli\u003ePortfolio Credit Quality \u0026amp; Risk Metrics\u003c/li\u003e\n\u003cli\u003eNew Business Development \u0026amp; Market Penetration\u003c/li\u003e\n\u003c/ul\u003e", "summary": "\u003ch2\u003eROLE SUMMARY\u003c/h2\u003e\n\u003cp\u003eThe Commercial Banking Executive (CBE) is a strategic leader responsible for driving the commercial banking strategy, sales performance, and client relationship management across the organization. This executive will lead the commercial banking team to optimize revenue growth, expand market share, and deepen client relationships. The CBE will focus on originating, structuring, and executing complex commercial banking solutions for business clients while ensuring alignment with the company’s overall strategic objectives.\u003c/p\u003e\n\u003ch2\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/h2\u003e\n\u003ch3\u003eStrategic Leadership \u0026amp; Business Development\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eDevelop and execute a comprehensive commercial banking strategy to drive revenue growth and market expansion.\u003c/li\u003e\n\u003cli\u003eLead the commercial sales team, setting aggressive yet achievable sales goals and ensuring a high-performance culture.\u003c/li\u003e\n\u003cli\u003eIdentify and pursue new business opportunities across middle-market and corporate banking sectors, with a focus on deposits, lending, and treasury management.\u003c/li\u003e\n\u003cli\u003eFoster relationships with key centers of influence, business leaders, and industry stakeholders to enhance the bank’s visibility and reputation.\u003c/li\u003e\n\u003cli\u003ePartner with Marketing to develop targeted campaigns and market penetration strategies to attract high-value commercial clients.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eSales Leadership \u0026amp; Revenue Growth\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eEstablish and drive a sales culture that prioritizes proactive client engagement, consultative selling, and value-driven solutions.\u003c/li\u003e\n\u003cli\u003eMonitor pipeline management, sales metrics, and performance dashboards to track progress and optimize execution.\u003c/li\u003e\n\u003cli\u003eCollaborate with internal teams, including Treasury Management, Credit, Risk, and Operations, to structure competitive and compliant financial solutions.\u003c/li\u003e\n\u003cli\u003eEnsure that the team effectively cross-sells lending, deposits, treasury management, merchant services, and wealth management solutions to maximize relationship profitability.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eClient \u0026amp; Relationship Management\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003ePersonally manage and cultivate relationships with top-tier commercial clients, serving as a trusted advisor to business owners and executives.\u003c/li\u003e\n\u003cli\u003eOversee the team’s portfolio management strategy to drive client retention, wallet share growth, and risk management.\u003c/li\u003e\n\u003cli\u003eEnsure proactive engagement, regular client reviews, and exceptional service delivery to maintain long-term partnerships.\u003c/li\u003e\n\u003cli\u003eChampion customized financial solutions for complex commercial banking clients, addressing their specific needs with tailored products and services.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eRisk \u0026amp; Credit Oversight\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCollaborate with the Chief Credit Officer (CCO) and credit team to ensure sound credit decisions and portfolio risk management.\u003c/li\u003e\n\u003cli\u003eMaintain oversight of loan structuring, underwriting, and pricing to balance risk and profitability.\u003c/li\u003e\n\u003cli\u003eEnsure compliance with regulatory requirements, internal policies, and risk management best practices.\u003c/li\u003e\n\u003cli\u003ePartner with internal audit and compliance to mitigate risk exposure while fostering a business-friendly approach.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eLeadership, Talent Development \u0026amp; Culture\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eRecruit, mentor, and develop a high-performing commercial banking team, ensuring continuous learning and leadership growth.\u003c/li\u003e\n\u003cli\u003eDrive employee engagement, motivation, and career development initiatives.\u003c/li\u003e\n\u003cli\u003eFoster a collaborative culture across departments to align sales with operational excellence and client service.\u003c/li\u003e\n\u003cli\u003eChampion Diversity, Equity, and Inclusion (DEI) in leadership and client engagement strategies.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eRequirements\u003c/h2\u003e\n\u003ch3\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/h3\u003e\n\u003cp\u003e\u003cstrong\u003eRequired Education/Experience:\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eBachelor’s degree in Finance, Business Administration, Economics or a related field; a MBA or relevant professional certification is highly preferred.\u003c/li\u003e\n\u003cli\u003eMinimum of 15 years of commercial banking experience, with a track record of success in sales leadership and revenue growth.\u003c/li\u003e\n\u003cli\u003eDeep knowledge of commercial lending, treasury management, deposit products, and credit underwriting principles.\u003c/li\u003e\n\u003cli\u003eProven ability to lead, inspire, and develop a high-performing sales team.\u003c/li\u003e\n\u003cli\u003eStrong business development acumen with an established network of commercial banking relationships.\u003c/li\u003e\n\u003cli\u003eExpertise in financial analysis, risk assessment, and deal structuring for complex commercial clients.\u003c/li\u003e\n\u003cli\u003eFamiliarity with regulatory frameworks affecting commercial banking operations.\u003c/li\u003e\n\u003cli\u003eDeep understanding of CDFI and MDI goals, regulatory compliance standards, and community banking best practices.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eKNOWLEDGE, SKILLS, AND ABILITIES REQUIRED\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eStrategic Vision: Ability to craft and execute a bold commercial banking strategy.\u003c/li\u003e\n\u003cli\u003eSales-Driven Leadership: Demonstrated success in building and leading a top-tier sales team.\u003c/li\u003e\n\u003cli\u003eClient-Centric Approach: Deep commitment to enhancing client experience, ensuring accessibility, consistency, enhanced service quality, and financial inclusion.\u003c/li\u003e\n\u003cli\u003eAnalytical \u0026amp; Financial Acumen: Expertise in analyzing financial data, performance metrics, and market trends to guide decision-making.\u003c/li\u003e\n\u003cli\u003eNegotiation \u0026amp; Deal Structuring: Expertise in structuring complex financial solutions that drive profitability.\u003c/li\u003e\n\u003cli\u003eCollaborative Leadership: Ability to work cross-functionally with Credit, Treasury, and Risk teams.\u003c/li\u003e\n\u003cli\u003eRegulatory \u0026amp; Compliance Savvy: Deep understanding of banking regulations and credit risk management.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003ePerformance Metrics:\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eAnnual Commercial Loan \u0026amp; Deposit Growth ($MM)\u003c/li\u003e\n\u003cli\u003eSales Team Production \u0026amp; Pipeline Performance\u003c/li\u003e\n\u003cli\u003eClient Retention \u0026amp; Cross-Sell Ratios\u003c/li\u003e\n\u003cli\u003ePortfolio Credit Quality \u0026amp; Risk Metrics\u003c/li\u003e\n\u003cli\u003eNew Business Development \u0026amp; Market Penetration\u003c/li\u003e\n\u003c/ul\u003e", "date_published": "2025-06-02T00:00:00Z", "date_modified": "2025-06-02T18:38:48Z", "author": { "name": "crew@apply (apply.coop)" }, "authors": [ { "name": "crew@apply (apply.coop)" } ] }, { "id": "https://apply.coop/jobs/d0uv1imblda221bjl96g-floating-universal-banker", "url": "https://apply.coop/jobs/d0uv1imblda221bjl96g-floating-universal-banker", "title": "Floating Universal Banker", "content_html": "\u003ch2\u003eROLE SUMMARY\u003c/h2\u003e\n\u003cp\u003eEstablishes, retains, and deepens relationships with new and existing clients promoting bank products/services. Provides quality service to internal and external clients through effective and professional written and verbal communication. Processes teller transactions and balances cash accurately and efficiently. Resolves basic service issues by maintaining a developed working knowledge of basic bank products and services while referring more complex requests to appropriate colleagues or departments. Possesses strong knowledge of the platform and teller systems with the ability to open and process all new accounts. Proactively contacts clients to identify additional banking needs to strengthen client relationships and meet cross-selling goals. Imperative that they comply with policies, procedures, rules, and regulations, and completes training requirements as warranted for the position.\u003c/p\u003e\n\u003ch2\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eConsistently provides excellent client service when: accurately opening deposit accounts, servicing client needs, performing account maintenance, and establishing account-related services. \u003c/li\u003e\n\u003cli\u003eReceive and accurately process deposits, withdrawals, and other financial related transactions (loan payments, cashier’s checks, etc.) to clients. Accurately balance teller cash drawer and transactions daily and maintain a high degree of accuracy with the processing of transactions. \u003c/li\u003e\n\u003cli\u003eFollow all policies and procedures as they pertain to the performance of the position (opening new accounts, assigning account numbers, security, BSA/AML, etc.). \u003c/li\u003e\n\u003cli\u003eResponsible for recognizing and referring sales opportunities.\u003c/li\u003e\n\u003cli\u003eEnsures proper completion of balancing of the ATM, Night Drop deposits, making change orders, etc. \u003c/li\u003e\n\u003cli\u003eFollows and remains current on all policies, procedures and applicable regulations that pertain to handling of client accounts, security, compliance, and internal control guidelines.  \u003c/li\u003e\n\u003cli\u003eRecords, files, prepares wire transfers, and sorts mail as needed.\u003c/li\u003e\n\u003cli\u003eGather data and process various reports (i.e. Overdrafts/NSF, Returned Items, etc.).\u003c/li\u003e\n\u003cli\u003eResponsible for contributing to cross-selling of product sales and participates in outbound sales calling activities.    \u003c/li\u003e\n\u003cli\u003eAssisting customers with online banking enrollment and troubleshooting login issues.\u003c/li\u003e\n\u003cli\u003eExplaining features like bill pay, mobile deposits, and account transfers.\u003c/li\u003e\n\u003cli\u003eResolving technical issues related to online transactions.\u003c/li\u003e\n\u003cli\u003eResetting and changing debit card PINs upon customer request.\u003c/li\u003e\n\u003cli\u003eOrdering replacement debit cards and activating new cards.\u003c/li\u003e\n\u003cli\u003eInvestigating unauthorized debit card transactions and filing disputes.\u003c/li\u003e\n\u003cli\u003eAssist with daily Branch opening procedures to ensure that the branch is open on time and ready to conduct business. Assist with Branch closing procedures.\u003c/li\u003e\n\u003cli\u003eAssist Branch Manager with preparation of monthly audit package. \u003c/li\u003e\n\u003cli\u003eAssist with duties performed under dual control, client inquiries, account research, check orders, etc. May act as back-up to vault custodian as needed.\u003c/li\u003e\n\u003cli\u003eIntermediate knowledge and use of FIS Horizon, Microsoft Suite, and other banking systems.\u003c/li\u003e\n\u003cli\u003eTimely completion of required training.\u003c/li\u003e\n\u003cli\u003eOther duties assigned by Branch Manager.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eREQUIREMENTS\u003c/h2\u003e\n\u003ch3\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eHigh School Diploma or equivalent\u003c/li\u003e\n\u003cli\u003e2 years of cash handling and customer service\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003ePreferred Education/Experience\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e1 or more years of Platform/Opening/Servicing/Closing Accounts in financial services or equivalent internal City First branch banking\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eKNOWLEDGE, SKILLS, AND ABILITIES\u003c/h2\u003e\n\u003ch3\u003eRequired Knowledge \u0026amp; Skills:\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eKnowledge of Platform and Teller systems (FIS Horizon preferred)\u003c/li\u003e\n\u003cli\u003eExhibits professionalism with internal and external customers\u003c/li\u003e\n\u003cli\u003eKnowledge of deposit products and services\u003c/li\u003e\n\u003cli\u003eKnowledge of banking regulations, policies, and procedures\u003c/li\u003e\n\u003cli\u003eBasic knowledge of MS Office products\u003c/li\u003e\n\u003cli\u003eEffective oral, written, and interpersonal communication skills.\u003c/li\u003e\n\u003cli\u003eExcellent organizational skills\u003c/li\u003e\n\u003c/ul\u003e", "summary": "\u003ch2\u003eROLE SUMMARY\u003c/h2\u003e\n\u003cp\u003eEstablishes, retains, and deepens relationships with new and existing clients promoting bank products/services. Provides quality service to internal and external clients through effective and professional written and verbal communication. Processes teller transactions and balances cash accurately and efficiently. Resolves basic service issues by maintaining a developed working knowledge of basic bank products and services while referring more complex requests to appropriate colleagues or departments. Possesses strong knowledge of the platform and teller systems with the ability to open and process all new accounts. Proactively contacts clients to identify additional banking needs to strengthen client relationships and meet cross-selling goals. Imperative that they comply with policies, procedures, rules, and regulations, and completes training requirements as warranted for the position.\u003c/p\u003e\n\u003ch2\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eConsistently provides excellent client service when: accurately opening deposit accounts, servicing client needs, performing account maintenance, and establishing account-related services. \u003c/li\u003e\n\u003cli\u003eReceive and accurately process deposits, withdrawals, and other financial related transactions (loan payments, cashier’s checks, etc.) to clients. Accurately balance teller cash drawer and transactions daily and maintain a high degree of accuracy with the processing of transactions. \u003c/li\u003e\n\u003cli\u003eFollow all policies and procedures as they pertain to the performance of the position (opening new accounts, assigning account numbers, security, BSA/AML, etc.). \u003c/li\u003e\n\u003cli\u003eResponsible for recognizing and referring sales opportunities.\u003c/li\u003e\n\u003cli\u003eEnsures proper completion of balancing of the ATM, Night Drop deposits, making change orders, etc. \u003c/li\u003e\n\u003cli\u003eFollows and remains current on all policies, procedures and applicable regulations that pertain to handling of client accounts, security, compliance, and internal control guidelines.  \u003c/li\u003e\n\u003cli\u003eRecords, files, prepares wire transfers, and sorts mail as needed.\u003c/li\u003e\n\u003cli\u003eGather data and process various reports (i.e. Overdrafts/NSF, Returned Items, etc.).\u003c/li\u003e\n\u003cli\u003eResponsible for contributing to cross-selling of product sales and participates in outbound sales calling activities.    \u003c/li\u003e\n\u003cli\u003eAssisting customers with online banking enrollment and troubleshooting login issues.\u003c/li\u003e\n\u003cli\u003eExplaining features like bill pay, mobile deposits, and account transfers.\u003c/li\u003e\n\u003cli\u003eResolving technical issues related to online transactions.\u003c/li\u003e\n\u003cli\u003eResetting and changing debit card PINs upon customer request.\u003c/li\u003e\n\u003cli\u003eOrdering replacement debit cards and activating new cards.\u003c/li\u003e\n\u003cli\u003eInvestigating unauthorized debit card transactions and filing disputes.\u003c/li\u003e\n\u003cli\u003eAssist with daily Branch opening procedures to ensure that the branch is open on time and ready to conduct business. Assist with Branch closing procedures.\u003c/li\u003e\n\u003cli\u003eAssist Branch Manager with preparation of monthly audit package. \u003c/li\u003e\n\u003cli\u003eAssist with duties performed under dual control, client inquiries, account research, check orders, etc. May act as back-up to vault custodian as needed.\u003c/li\u003e\n\u003cli\u003eIntermediate knowledge and use of FIS Horizon, Microsoft Suite, and other banking systems.\u003c/li\u003e\n\u003cli\u003eTimely completion of required training.\u003c/li\u003e\n\u003cli\u003eOther duties assigned by Branch Manager.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eREQUIREMENTS\u003c/h2\u003e\n\u003ch3\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eHigh School Diploma or equivalent\u003c/li\u003e\n\u003cli\u003e2 years of cash handling and customer service\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003ePreferred Education/Experience\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e1 or more years of Platform/Opening/Servicing/Closing Accounts in financial services or equivalent internal City First branch banking\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eKNOWLEDGE, SKILLS, AND ABILITIES\u003c/h2\u003e\n\u003ch3\u003eRequired Knowledge \u0026amp; Skills:\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eKnowledge of Platform and Teller systems (FIS Horizon preferred)\u003c/li\u003e\n\u003cli\u003eExhibits professionalism with internal and external customers\u003c/li\u003e\n\u003cli\u003eKnowledge of deposit products and services\u003c/li\u003e\n\u003cli\u003eKnowledge of banking regulations, policies, and procedures\u003c/li\u003e\n\u003cli\u003eBasic knowledge of MS Office products\u003c/li\u003e\n\u003cli\u003eEffective oral, written, and interpersonal communication skills.\u003c/li\u003e\n\u003cli\u003eExcellent organizational skills\u003c/li\u003e\n\u003c/ul\u003e", "date_published": "2025-06-02T00:00:00Z", "date_modified": "2025-06-02T18:43:32Z", "author": { "name": "crew@apply (apply.coop)" }, "authors": [ { "name": "crew@apply (apply.coop)" } ] }, { "id": "https://apply.coop/jobs/d0uv3bublda221bjl970-commercial-banking-team-leader", "url": "https://apply.coop/jobs/d0uv3bublda221bjl970-commercial-banking-team-leader", "title": "Commercial Banking Team Leader", "content_html": "\u003ch2\u003eROLE SUMMARY\u003c/h2\u003e\n\u003cp\u003eThe Commercial Banking Team Leader is responsible for the origination, evaluation and structuring of complex Commercial lending loan requests and transactions in and around the assigned region. Additional responsibilities include managing the activities and assisting in the development of assigned Relationship Managers, portfolio management and cross selling other Bank products and increasing the Bank’s visibility in the marketplace.\u003c/p\u003e\n\u003ch2\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eSolicits credit-worthy potential and existing clients in an effort to develop new business and increase or retain existing business within the framework of the policy and procedures of the Bank. Promotes profitable growth of the loan and deposit portfolio and maximum customer responsiveness.\u003c/li\u003e\n\u003cli\u003eOversees the preparation of loan presentations including detailed financial analysis and assessment of borrower’s financial capability and credit worthiness.\u003c/li\u003e\n\u003cli\u003eReview term sheets and previews deal summary memorandums and credit packages for presentation to credit and approval and loan committee.\u003c/li\u003e\n\u003cli\u003eAssesses lending risks, identify offsetting mitigants, makes recommendations on loan structure displaying sound credit judgment.\u003c/li\u003e\n\u003cli\u003eEstablishes and promotes customer and community relationships, cross sells other Bank products and services, maintains continued awareness of market conditions and competition, continues education in financing products and techniques.\u003c/li\u003e\n\u003cli\u003eManages activities and contributes to the development of assigned Relationship Managers/Portfolio Managers. Participates in joint calling efforts and business development, assists in sound loan structuring and transaction analysis. Assists team in developing marketing and sales plans in order meet their production goals as set forth in the bank’s strategic plan.\u003c/li\u003e\n\u003cli\u003eFacilitates closing of the loan transactions with strict compliance with approved terms and conditions.\u003c/li\u003e\n\u003cli\u003eProactively manages all aspects of assigned loan portfolio with emphasis on covenants and bank policy compliance, credit quality and delinquency control.\u003c/li\u003e\n\u003cli\u003eAbility to meet personal and team annual goal.\u003c/li\u003e\n\u003cli\u003eOther duties as assigned.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/h2\u003e\n\u003ch3\u003eRequired Education/Experience:\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBachelor’s Degree in finance, accounting or business required or 5 additional years of experience in commercial credit analysis and commercial underwriting\u003c/li\u003e\n\u003cli\u003e10 years of portfolio management, business development, and commercial underwriting experience\u003c/li\u003e\n\u003cli\u003eFormal or in-house credit training\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003ePreferred Education/Experience:\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eLeadership role or prior management experience.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eCERTIFICATIONS\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eAccredited Banking School Certification in Lending or related area preferred.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eKNOWLEDGE, SKILLS, AND ABILITIES\u003c/h2\u003e\n\u003ch3\u003eRequired Knowledge \u0026amp; Skills:\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eExcellent Management Skills\u003c/li\u003e\n\u003cli\u003eComprehensive loan and financial analysis experience\u003c/li\u003e\n\u003cli\u003eComprehensive knowledge of underwriting techniques\u003c/li\u003e\n\u003cli\u003eProven sales and new business development skills and reputable impact \u0026amp; performance\u003c/li\u003e\n\u003cli\u003eExcellent oral, written, and interpersonal communication skills with the ability to carry out instructions. Instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to clients, customers, and employees.\u003c/li\u003e\n\u003cli\u003eKnowledge and training in all lending activities\u003c/li\u003e\n\u003cli\u003eKnowledge of commercial, and commercial real estate loan processing\u003c/li\u003e\n\u003cli\u003eAbility to read, analyze and interpret general business periodicals, professional journals, and technical procedures\u003c/li\u003e\n\u003cli\u003eProficient with credit principals and loan structuring\u003c/li\u003e\n\u003cli\u003eKnowledge of related state and federal lending and compliance regulations and other Bank lending policies.\u003c/li\u003e\n\u003cli\u003eBasic skills in personal computer operation, word processing and spreadsheet software.\u003c/li\u003e\n\u003cli\u003eAbility to deal with complex problems involving multiple facets and variables in non-standardized situations.\u003c/li\u003e\n\u003cli\u003eAbility to work without supervision while performing duties\u003c/li\u003e\n\u003cli\u003eCritical and creative thinking\u003c/li\u003e\n\u003cli\u003eMarket knowledge\u003c/li\u003e\n\u003cli\u003eNegotiation skills; diplomacy\u003c/li\u003e\n\u003cli\u003eExcellent organizational and time management skills\u003c/li\u003e\n\u003cli\u003eExcellent leadership development, training, and time management skills\u003c/li\u003e\n\u003c/ul\u003e", "summary": "\u003ch2\u003eROLE SUMMARY\u003c/h2\u003e\n\u003cp\u003eThe Commercial Banking Team Leader is responsible for the origination, evaluation and structuring of complex Commercial lending loan requests and transactions in and around the assigned region. Additional responsibilities include managing the activities and assisting in the development of assigned Relationship Managers, portfolio management and cross selling other Bank products and increasing the Bank’s visibility in the marketplace.\u003c/p\u003e\n\u003ch2\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eSolicits credit-worthy potential and existing clients in an effort to develop new business and increase or retain existing business within the framework of the policy and procedures of the Bank. Promotes profitable growth of the loan and deposit portfolio and maximum customer responsiveness.\u003c/li\u003e\n\u003cli\u003eOversees the preparation of loan presentations including detailed financial analysis and assessment of borrower’s financial capability and credit worthiness.\u003c/li\u003e\n\u003cli\u003eReview term sheets and previews deal summary memorandums and credit packages for presentation to credit and approval and loan committee.\u003c/li\u003e\n\u003cli\u003eAssesses lending risks, identify offsetting mitigants, makes recommendations on loan structure displaying sound credit judgment.\u003c/li\u003e\n\u003cli\u003eEstablishes and promotes customer and community relationships, cross sells other Bank products and services, maintains continued awareness of market conditions and competition, continues education in financing products and techniques.\u003c/li\u003e\n\u003cli\u003eManages activities and contributes to the development of assigned Relationship Managers/Portfolio Managers. Participates in joint calling efforts and business development, assists in sound loan structuring and transaction analysis. Assists team in developing marketing and sales plans in order meet their production goals as set forth in the bank’s strategic plan.\u003c/li\u003e\n\u003cli\u003eFacilitates closing of the loan transactions with strict compliance with approved terms and conditions.\u003c/li\u003e\n\u003cli\u003eProactively manages all aspects of assigned loan portfolio with emphasis on covenants and bank policy compliance, credit quality and delinquency control.\u003c/li\u003e\n\u003cli\u003eAbility to meet personal and team annual goal.\u003c/li\u003e\n\u003cli\u003eOther duties as assigned.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/h2\u003e\n\u003ch3\u003eRequired Education/Experience:\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBachelor’s Degree in finance, accounting or business required or 5 additional years of experience in commercial credit analysis and commercial underwriting\u003c/li\u003e\n\u003cli\u003e10 years of portfolio management, business development, and commercial underwriting experience\u003c/li\u003e\n\u003cli\u003eFormal or in-house credit training\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003ePreferred Education/Experience:\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eLeadership role or prior management experience.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eCERTIFICATIONS\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eAccredited Banking School Certification in Lending or related area preferred.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eKNOWLEDGE, SKILLS, AND ABILITIES\u003c/h2\u003e\n\u003ch3\u003eRequired Knowledge \u0026amp; Skills:\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eExcellent Management Skills\u003c/li\u003e\n\u003cli\u003eComprehensive loan and financial analysis experience\u003c/li\u003e\n\u003cli\u003eComprehensive knowledge of underwriting techniques\u003c/li\u003e\n\u003cli\u003eProven sales and new business development skills and reputable impact \u0026amp; performance\u003c/li\u003e\n\u003cli\u003eExcellent oral, written, and interpersonal communication skills with the ability to carry out instructions. Instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to clients, customers, and employees.\u003c/li\u003e\n\u003cli\u003eKnowledge and training in all lending activities\u003c/li\u003e\n\u003cli\u003eKnowledge of commercial, and commercial real estate loan processing\u003c/li\u003e\n\u003cli\u003eAbility to read, analyze and interpret general business periodicals, professional journals, and technical procedures\u003c/li\u003e\n\u003cli\u003eProficient with credit principals and loan structuring\u003c/li\u003e\n\u003cli\u003eKnowledge of related state and federal lending and compliance regulations and other Bank lending policies.\u003c/li\u003e\n\u003cli\u003eBasic skills in personal computer operation, word processing and spreadsheet software.\u003c/li\u003e\n\u003cli\u003eAbility to deal with complex problems involving multiple facets and variables in non-standardized situations.\u003c/li\u003e\n\u003cli\u003eAbility to work without supervision while performing duties\u003c/li\u003e\n\u003cli\u003eCritical and creative thinking\u003c/li\u003e\n\u003cli\u003eMarket knowledge\u003c/li\u003e\n\u003cli\u003eNegotiation skills; diplomacy\u003c/li\u003e\n\u003cli\u003eExcellent organizational and time management skills\u003c/li\u003e\n\u003cli\u003eExcellent leadership development, training, and time management skills\u003c/li\u003e\n\u003c/ul\u003e", "date_published": "2025-06-02T00:00:00Z", "date_modified": "2025-06-02T18:47:19Z", "author": { "name": "crew@apply (apply.coop)" }, "authors": [ { "name": "crew@apply (apply.coop)" } ] }, { "id": "https://apply.coop/jobs/d0uv4k6blda221bjl97g-administrative-assistant", "url": "https://apply.coop/jobs/d0uv4k6blda221bjl97g-administrative-assistant", "title": "Administrative Assistant", "content_html": "\u003ch2\u003eROLE SUMMARY\u003c/h2\u003e\n\u003cp\u003eThe position of Administrative Assistant will provide high-level administrative support in a dynamic, mission-driven financial institution. The ideal candidate will be detail-oriented, highly organized, and possess excellent communication and technical skills.\u003c/p\u003e\n\u003ch2\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eProvide comprehensive administrative support to the Chief Credit Officer, including calendar management, travel arrangements, and meeting coordination.\u003c/li\u003e\n\u003cli\u003ePrepare, edit, and format reports, presentations, and correspondence using Microsoft Word, Excel, and PowerPoint.\u003c/li\u003e\n\u003cli\u003eTake accurate and thorough minutes during meetings, ensuring timely distribution and follow-up on action items.\u003c/li\u003e\n\u003cli\u003eMaintain and organize confidential files and records related to credit, compliance, and board reports.\u003c/li\u003e\n\u003cli\u003eAssist with project tracking, report generation, and data entry, particularly using Excel for spreadsheets and financial tracking.\u003c/li\u003e\n\u003cli\u003eSupport the coordination of internal and external meetings, including scheduling, logistics, and material preparation.\u003c/li\u003e\n\u003cli\u003eLiaise with other departments and external partners to support the work of the Chief Credit Officer and the credit team.\u003c/li\u003e\n\u003cli\u003ePerform general office duties such as answering phones, responding to emails, filing, and processing invoices.\u003c/li\u003e\n\u003cli\u003eUphold strict confidentiality regarding sensitive organizational and client information.\u003c/li\u003e\n\u003cli\u003eMaintain the approved vendor list and follow-up annually for required items such as insurance, licenses, etc.\u003c/li\u003e\n\u003cli\u003eOrder supplies, as needed and maintain the office area\u003c/li\u003e\n\u003cli\u003eMaintain the departments annual training calendar\u003c/li\u003e\n\u003cli\u003eOther duties as assigned by the Chief Credit Officer\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/h2\u003e\n\u003ch3\u003eRequired Education/Experience:\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eAssociate’s degree in Business Management or related field, or equivalent experience, with a minimum of 2 years of administrative support experience—preferably in financial services, banking, or community development.\u003c/li\u003e\n\u003cli\u003eStrong proficiency in Microsoft Office Suite, especially Excel (formulas, spreadsheets, formatting), PowerPoint (presentation creation), and Word (document preparation).\u003c/li\u003e\n\u003cli\u003eDemonstrated experience taking and preparing professional meeting minutes.\u003c/li\u003e\n\u003cli\u003ePrior experience supporting a senior executive is highly preferred.\u003c/li\u003e\n\u003cli\u003eExcellent organizational, verbal, and written communication skills.\u003c/li\u003e\n\u003cli\u003eAbility to manage multiple tasks and prioritize effectively in a fast-paced environment.\u003c/li\u003e\n\u003cli\u003eStrong attention to detail, with a proactive and problem-solving mindset.\u003c/li\u003e\n\u003cli\u003eCommitment to the mission and values of community development and financial inclusion.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eCERTIFICATIONS\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eNone required\u003c/li\u003e\n\u003cli\u003eCertified Administrative Professional (CAP) or equivalent certification, preferred\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eREQUIRED KNOWLEDGE, SKILLS, AND ABILITIES\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eAbility to work in a team environment, as well as working independently.\u003c/li\u003e\n\u003cli\u003eGood organizational skills, and ability to multi-task and prioritize duties in order to meet deadlines in a timely manner.\u003c/li\u003e\n\u003cli\u003eAbility to follow directions, with excellent attention to detail and accuracy.\u003c/li\u003e\n\u003cli\u003eBasic Math skills, including the ability to add, subtract, multiply, divide numbers.\u003c/li\u003e\n\u003cli\u003eBasic English skills, including the ability to compose routine correspondence.\u003c/li\u003e\n\u003cli\u003eEffective oral, written and interpersonal communication skills.\u003c/li\u003e\n\u003c/ul\u003e", "summary": "\u003ch2\u003eROLE SUMMARY\u003c/h2\u003e\n\u003cp\u003eThe position of Administrative Assistant will provide high-level administrative support in a dynamic, mission-driven financial institution. The ideal candidate will be detail-oriented, highly organized, and possess excellent communication and technical skills.\u003c/p\u003e\n\u003ch2\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eProvide comprehensive administrative support to the Chief Credit Officer, including calendar management, travel arrangements, and meeting coordination.\u003c/li\u003e\n\u003cli\u003ePrepare, edit, and format reports, presentations, and correspondence using Microsoft Word, Excel, and PowerPoint.\u003c/li\u003e\n\u003cli\u003eTake accurate and thorough minutes during meetings, ensuring timely distribution and follow-up on action items.\u003c/li\u003e\n\u003cli\u003eMaintain and organize confidential files and records related to credit, compliance, and board reports.\u003c/li\u003e\n\u003cli\u003eAssist with project tracking, report generation, and data entry, particularly using Excel for spreadsheets and financial tracking.\u003c/li\u003e\n\u003cli\u003eSupport the coordination of internal and external meetings, including scheduling, logistics, and material preparation.\u003c/li\u003e\n\u003cli\u003eLiaise with other departments and external partners to support the work of the Chief Credit Officer and the credit team.\u003c/li\u003e\n\u003cli\u003ePerform general office duties such as answering phones, responding to emails, filing, and processing invoices.\u003c/li\u003e\n\u003cli\u003eUphold strict confidentiality regarding sensitive organizational and client information.\u003c/li\u003e\n\u003cli\u003eMaintain the approved vendor list and follow-up annually for required items such as insurance, licenses, etc.\u003c/li\u003e\n\u003cli\u003eOrder supplies, as needed and maintain the office area\u003c/li\u003e\n\u003cli\u003eMaintain the departments annual training calendar\u003c/li\u003e\n\u003cli\u003eOther duties as assigned by the Chief Credit Officer\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/h2\u003e\n\u003ch3\u003eRequired Education/Experience:\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eAssociate’s degree in Business Management or related field, or equivalent experience, with a minimum of 2 years of administrative support experience—preferably in financial services, banking, or community development.\u003c/li\u003e\n\u003cli\u003eStrong proficiency in Microsoft Office Suite, especially Excel (formulas, spreadsheets, formatting), PowerPoint (presentation creation), and Word (document preparation).\u003c/li\u003e\n\u003cli\u003eDemonstrated experience taking and preparing professional meeting minutes.\u003c/li\u003e\n\u003cli\u003ePrior experience supporting a senior executive is highly preferred.\u003c/li\u003e\n\u003cli\u003eExcellent organizational, verbal, and written communication skills.\u003c/li\u003e\n\u003cli\u003eAbility to manage multiple tasks and prioritize effectively in a fast-paced environment.\u003c/li\u003e\n\u003cli\u003eStrong attention to detail, with a proactive and problem-solving mindset.\u003c/li\u003e\n\u003cli\u003eCommitment to the mission and values of community development and financial inclusion.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eCERTIFICATIONS\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eNone required\u003c/li\u003e\n\u003cli\u003eCertified Administrative Professional (CAP) or equivalent certification, preferred\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eREQUIRED KNOWLEDGE, SKILLS, AND ABILITIES\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eAbility to work in a team environment, as well as working independently.\u003c/li\u003e\n\u003cli\u003eGood organizational skills, and ability to multi-task and prioritize duties in order to meet deadlines in a timely manner.\u003c/li\u003e\n\u003cli\u003eAbility to follow directions, with excellent attention to detail and accuracy.\u003c/li\u003e\n\u003cli\u003eBasic Math skills, including the ability to add, subtract, multiply, divide numbers.\u003c/li\u003e\n\u003cli\u003eBasic English skills, including the ability to compose routine correspondence.\u003c/li\u003e\n\u003cli\u003eEffective oral, written and interpersonal communication skills.\u003c/li\u003e\n\u003c/ul\u003e", "date_published": "2025-06-02T00:00:00Z", "date_modified": "2025-06-02T18:49:57Z", "author": { "name": "crew@apply (apply.coop)" }, "authors": [ { "name": "crew@apply (apply.coop)" } ] }, { "id": "https://apply.coop/jobs/d0uv5vmblda221bjl980-senior-commercial-relationship-manager", "url": "https://apply.coop/jobs/d0uv5vmblda221bjl980-senior-commercial-relationship-manager", "title": "Senior Commercial Relationship Manager", "content_html": "\u003ch2\u003eROLE SUMMARY\u003c/h2\u003e\n\u003cp\u003eThe Senior Relationship Manager (Senior RM) is primarily responsible for soliciting new business and managing customer relationships of small businesses and not-for-profit organizations (including churches and charter schools, among others). These activities generally include loans for working capital, expansion, and the acquisition or renovation of nonresidential owner-occupied real estate. In addition, the Senior RM is responsible for soliciting new business and managing relationships of the bank’s commercial real estate customers (investors and developers) and prospects including office, retail, shopping strips, warehouse, industrial, facilities and land development, primarily for investment purposes. These lending activities generally include loans for acquisition, new construction, renovation, and refinancing.\u003c/p\u003e\n\u003cp\u003eThe Senior RM will develop business geared toward growth in new customer relationships, strengthening and expanding existing customer relationships, increasing profitability, and elevating the Bank’s reputation in the marketplace. The Senior RM is responsible for all phases of loan and deposit production, including lead generation, closing, and relationship management. The Senior RM is an officer of the Bank, participating and presenting loans for approval in the Mangers’ Loan Committee (MLC) and Directors’ Loan Committee (DLC) of the Bank, as well as other staff meetings as required.\u003c/p\u003e\n\u003cp\u003eWhile the duties and responsibilities associated with underwriting and loan administration will reside principally with the Credit staff, Senior RMs will remain accountable for the credit quality of their relationships, including but not limited to adherence to Loan and Credit policies and procedures, and other bank policies and procedures as they relate to his/her loan portfolio.\u003c/p\u003e\n\u003ch2\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/h2\u003e\n\u003ch3\u003eBusiness Development\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eDevelop new – and expand existing – commercial loan and deposit relationships through targeted calling and community relations work, consistent with the Bank’s risk and return parameters. The Senior RM will cross sell other Bank services, when possible, also consistent with the Bank’s risk and return parameters.\u003c/li\u003e\n\u003cli\u003eMaintain a targeted calling program focused on expanding current business and attracting new business to the Bank. Attendant to this calling program, the Senior RM will:\u003c/li\u003e\n\u003cli\u003eDevelop and deliver status reports to the management staff on a regular basis.\u003c/li\u003e\n\u003cli\u003eResearch and establish target markets and mine existing portfolio to better understand current product/services used and increase wallet share.\u003c/li\u003e\n\u003cli\u003eProvide support to the management staff, other RMs, senior management, and the Credit staff through joint calls, training and shared market intelligence.\u003c/li\u003e\n\u003cli\u003eRecommend new products and services to generate fee, contract, and services revenue.\u003c/li\u003e\n\u003cli\u003eRecommend new traditional and non-traditional products and services which the market is seeking, including non-traditional community development services such as financial literacy training, counseling, and technical assistance.\u003c/li\u003e\n\u003cli\u003eEstablish and maintain relationships with industry influencers and key community and strategic partners. Where appropriate, directly joins local business and community organizations as a representative of the Bank or recommends other bank employees for involvement or membership. Participates in the community outreach process, and actively participates in key community organizations, meetings, and events.\u003c/li\u003e\n\u003cli\u003eAttend various promotional events including, but not limited to, trade shows, business seminars, receptions, etc. to ensure an increase in the overall customer base and the retention of existing customers.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eCustomer Relationship Management\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eSupport in providing “best in class” ongoing services to existing customers. Assist the Credit staff in providing follow up on Annual Reviews of customer relationships, and in ensuring the timely renewal or resolution of expiring/expired loans, covenant compliance, and documentary requirements.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eLoan and Credit Administration\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eAccountable for a loan portfolio consistent with the Bank’s credit policies, underwriting guidelines, and procedures, and its mission. Reviews loan write-ups to ensure consistent presentation of information, monitors risk ratings and assures they are kept current and accurate, assists in the review of problem loans, and assists the collection/workout process when needed to ensure the best possible outcome and recovery for the Bank.\u003c/li\u003e\n\u003cli\u003eAccountable for adherence to Bank policies and procedures; particularly – but not limited to – Loan and Credit policies and procedures, laws, rules, and regulations. Take initiative to comply with legal requirements, audit, regulatory, and internal compliance guidelines. Responds quickly to correct regulatory, audit and compliance deficiencies. Adheres to Bank’s Code of Ethics.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/h2\u003e\n\u003ch3\u003eRequired Education/Experience\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBachelor’s Degree in finance, accounting or business required or 3 additional years of experience in commercial credit analysis and commercial underwriting\u003c/li\u003e\n\u003cli\u003e7+ years of portfolio management and commercial underwriting experience\u003c/li\u003e\n\u003cli\u003e7+ years of proven sales record in meeting or exceeding goals in commercial lending\u003c/li\u003e\n\u003cli\u003eFormal or in-house credit training; counts toward one year of experience\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003ePreferred Education/Experience\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eSupervision of a team or in a leadership role\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eCERTIFICATIONS\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eNot applicable\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eKNOWLEDGE, SKILLS, AND ABILITIES\u003c/h2\u003e\n\u003ch3\u003eRequired Knowledge \u0026amp; Skills\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eProven sales and business development skills\u003c/li\u003e\n\u003cli\u003eExcellent oral, written and interpersonal communication skills with the ability to carry out instructions. Instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to clients, customers, and employees.\u003c/li\u003e\n\u003cli\u003eKnowledge and training in all lending activities \u003c/li\u003e\n\u003cli\u003eKnowledge of commercial, and commercial real estate loan processing \u003c/li\u003e\n\u003cli\u003eAbility to read, analyze and interpret general business periodicals, professional journals, and technical procedures \u003c/li\u003e\n\u003cli\u003eKnowledge of related state and federal lending and compliance regulations and other Bank lending policies.\u003c/li\u003e\n\u003cli\u003eBasic skills in personal computer operation, word processing and spreadsheet software. \u003c/li\u003e\n\u003cli\u003eAbility to deal with complex problems involving multiple facets and variables in non-standardized situations. \u003c/li\u003e\n\u003cli\u003eAbility to work without supervision while performing duties\u003c/li\u003e\n\u003cli\u003eCritical and creative thinking \u003c/li\u003e\n\u003cli\u003eNegotiation skills; diplomacy \u003c/li\u003e\n\u003cli\u003eMaintenance of fast pace \u003c/li\u003e\n\u003cli\u003eExcellent organizational and time management skills \u003c/li\u003e\n\u003cli\u003eExcellent leadership skills\u003c/li\u003e\n\u003cli\u003eExcellent training skills \u003c/li\u003e\n\u003cli\u003eExcellent time management skills\u003c/li\u003e\n\u003c/ul\u003e", "summary": "\u003ch2\u003eROLE SUMMARY\u003c/h2\u003e\n\u003cp\u003eThe Senior Relationship Manager (Senior RM) is primarily responsible for soliciting new business and managing customer relationships of small businesses and not-for-profit organizations (including churches and charter schools, among others). These activities generally include loans for working capital, expansion, and the acquisition or renovation of nonresidential owner-occupied real estate. In addition, the Senior RM is responsible for soliciting new business and managing relationships of the bank’s commercial real estate customers (investors and developers) and prospects including office, retail, shopping strips, warehouse, industrial, facilities and land development, primarily for investment purposes. These lending activities generally include loans for acquisition, new construction, renovation, and refinancing.\u003c/p\u003e\n\u003cp\u003eThe Senior RM will develop business geared toward growth in new customer relationships, strengthening and expanding existing customer relationships, increasing profitability, and elevating the Bank’s reputation in the marketplace. The Senior RM is responsible for all phases of loan and deposit production, including lead generation, closing, and relationship management. The Senior RM is an officer of the Bank, participating and presenting loans for approval in the Mangers’ Loan Committee (MLC) and Directors’ Loan Committee (DLC) of the Bank, as well as other staff meetings as required.\u003c/p\u003e\n\u003cp\u003eWhile the duties and responsibilities associated with underwriting and loan administration will reside principally with the Credit staff, Senior RMs will remain accountable for the credit quality of their relationships, including but not limited to adherence to Loan and Credit policies and procedures, and other bank policies and procedures as they relate to his/her loan portfolio.\u003c/p\u003e\n\u003ch2\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/h2\u003e\n\u003ch3\u003eBusiness Development\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eDevelop new – and expand existing – commercial loan and deposit relationships through targeted calling and community relations work, consistent with the Bank’s risk and return parameters. The Senior RM will cross sell other Bank services, when possible, also consistent with the Bank’s risk and return parameters.\u003c/li\u003e\n\u003cli\u003eMaintain a targeted calling program focused on expanding current business and attracting new business to the Bank. Attendant to this calling program, the Senior RM will:\u003c/li\u003e\n\u003cli\u003eDevelop and deliver status reports to the management staff on a regular basis.\u003c/li\u003e\n\u003cli\u003eResearch and establish target markets and mine existing portfolio to better understand current product/services used and increase wallet share.\u003c/li\u003e\n\u003cli\u003eProvide support to the management staff, other RMs, senior management, and the Credit staff through joint calls, training and shared market intelligence.\u003c/li\u003e\n\u003cli\u003eRecommend new products and services to generate fee, contract, and services revenue.\u003c/li\u003e\n\u003cli\u003eRecommend new traditional and non-traditional products and services which the market is seeking, including non-traditional community development services such as financial literacy training, counseling, and technical assistance.\u003c/li\u003e\n\u003cli\u003eEstablish and maintain relationships with industry influencers and key community and strategic partners. Where appropriate, directly joins local business and community organizations as a representative of the Bank or recommends other bank employees for involvement or membership. Participates in the community outreach process, and actively participates in key community organizations, meetings, and events.\u003c/li\u003e\n\u003cli\u003eAttend various promotional events including, but not limited to, trade shows, business seminars, receptions, etc. to ensure an increase in the overall customer base and the retention of existing customers.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eCustomer Relationship Management\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eSupport in providing “best in class” ongoing services to existing customers. Assist the Credit staff in providing follow up on Annual Reviews of customer relationships, and in ensuring the timely renewal or resolution of expiring/expired loans, covenant compliance, and documentary requirements.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eLoan and Credit Administration\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eAccountable for a loan portfolio consistent with the Bank’s credit policies, underwriting guidelines, and procedures, and its mission. Reviews loan write-ups to ensure consistent presentation of information, monitors risk ratings and assures they are kept current and accurate, assists in the review of problem loans, and assists the collection/workout process when needed to ensure the best possible outcome and recovery for the Bank.\u003c/li\u003e\n\u003cli\u003eAccountable for adherence to Bank policies and procedures; particularly – but not limited to – Loan and Credit policies and procedures, laws, rules, and regulations. Take initiative to comply with legal requirements, audit, regulatory, and internal compliance guidelines. Responds quickly to correct regulatory, audit and compliance deficiencies. Adheres to Bank’s Code of Ethics.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/h2\u003e\n\u003ch3\u003eRequired Education/Experience\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBachelor’s Degree in finance, accounting or business required or 3 additional years of experience in commercial credit analysis and commercial underwriting\u003c/li\u003e\n\u003cli\u003e7+ years of portfolio management and commercial underwriting experience\u003c/li\u003e\n\u003cli\u003e7+ years of proven sales record in meeting or exceeding goals in commercial lending\u003c/li\u003e\n\u003cli\u003eFormal or in-house credit training; counts toward one year of experience\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003ePreferred Education/Experience\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eSupervision of a team or in a leadership role\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eCERTIFICATIONS\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eNot applicable\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eKNOWLEDGE, SKILLS, AND ABILITIES\u003c/h2\u003e\n\u003ch3\u003eRequired Knowledge \u0026amp; Skills\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eProven sales and business development skills\u003c/li\u003e\n\u003cli\u003eExcellent oral, written and interpersonal communication skills with the ability to carry out instructions. Instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to clients, customers, and employees.\u003c/li\u003e\n\u003cli\u003eKnowledge and training in all lending activities \u003c/li\u003e\n\u003cli\u003eKnowledge of commercial, and commercial real estate loan processing \u003c/li\u003e\n\u003cli\u003eAbility to read, analyze and interpret general business periodicals, professional journals, and technical procedures \u003c/li\u003e\n\u003cli\u003eKnowledge of related state and federal lending and compliance regulations and other Bank lending policies.\u003c/li\u003e\n\u003cli\u003eBasic skills in personal computer operation, word processing and spreadsheet software. \u003c/li\u003e\n\u003cli\u003eAbility to deal with complex problems involving multiple facets and variables in non-standardized situations. \u003c/li\u003e\n\u003cli\u003eAbility to work without supervision while performing duties\u003c/li\u003e\n\u003cli\u003eCritical and creative thinking \u003c/li\u003e\n\u003cli\u003eNegotiation skills; diplomacy \u003c/li\u003e\n\u003cli\u003eMaintenance of fast pace \u003c/li\u003e\n\u003cli\u003eExcellent organizational and time management skills \u003c/li\u003e\n\u003cli\u003eExcellent leadership skills\u003c/li\u003e\n\u003cli\u003eExcellent training skills \u003c/li\u003e\n\u003cli\u003eExcellent time management skills\u003c/li\u003e\n\u003c/ul\u003e", "date_published": "2025-06-02T00:00:00Z", "date_modified": "2025-06-02T18:52:53Z", "author": { "name": "crew@apply (apply.coop)" }, "authors": [ { "name": "crew@apply (apply.coop)" } ] }, { "id": "https://apply.coop/jobs/d0uv786blda221bjl98g-loan-operations-specialist-ii", "url": "https://apply.coop/jobs/d0uv786blda221bjl98g-loan-operations-specialist-ii", "title": "Loan Operations Specialist II", "content_html": "\u003ch2\u003eROLE SUMMARY\u003c/h2\u003e\n\u003cp\u003eThis position performs various functions within the Loan Operations area; which include but are not limited to the data entry of new loan data, processing of payments and advances, loan participation processing, processing of paid loans, non-accrual and charge off loans, generation of loan billing notices and statements, monitor and updating ticklers, monitoring of various Acquire and H360 reports to ensure the accuracy and integrity of the loan data input, filing and scanning.\u003c/p\u003e\n\u003ch2\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eAs a Loan Operations Specialist you will assign proper Horizon codes to loans and input loans into the Horizon Loan Accounting System, input collateral and other records as required; input documentation ticklers to track the receipt of recorded documents and the expiration of insurance policies; input ticklers for changes in interest rates, payment structures, and/or product and purpose codes.\u003c/li\u003e\n\u003cli\u003eProcess all loan payments and advances; review and process loan fees collected.\u003c/li\u003e\n\u003cli\u003eMaintain and input financial document ticklers into Loan Vantage.\u003c/li\u003e\n\u003cli\u003eEnsure the safekeeping of all collateral files and original notes, print and ensure the accuracy of all loan billing notices, statements, maturity and past due notices, ensure proper holds are placed on cash collateral and escrow reserve accounts, review and correct transactions that non-post and other exception reports.\u003c/li\u003e\n\u003cli\u003ePrepare payoff statements and process loan payoffs, prepare the monthly SBA guaranty loan report within the deadline defined by the SBA; establish real estate collateral on a tax service to ensure property taxes are paid as required.\u003c/li\u003e\n\u003cli\u003ePost loan fees collected on new and renewed loans in accordance with the Fee Sheet.\u003c/li\u003e\n\u003cli\u003eReview funded loans in accordance with the disbursement instructions provided.\u003c/li\u003e\n\u003cli\u003eResearch and respond to customer and/or bank personnel questions regarding loan data in the Fidelity system.\u003c/li\u003e\n\u003cli\u003eMonitor reports for required system maintenance changes.\u003c/li\u003e\n\u003cli\u003eMonitor reserve accounts for adherence to reserve requirements.\u003c/li\u003e\n\u003cli\u003eReconcile various Loan Operational general ledger accounts.\u003c/li\u003e\n\u003cli\u003eFile all original notes within a dual control system within 24 hours of disbursement.\u003c/li\u003e\n\u003cli\u003eFile all loan collateral related materials in the specified section of the loan files and in a timely manner.\u003c/li\u003e\n\u003cli\u003eProvide excellent customer service the bank’s customers and fellow employee, participate to help department / bank achieve strategic goals, perform Annual escrow analysis, input deferred fees and cost using proper deferral method, monitor and update UCC filings to ensure no lapse in Bank’s lien position.\u003c/li\u003e\n\u003cli\u003eAssist in special projects as needed.\u003c/li\u003e\n\u003cli\u003ePerform other related duties as assigned.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/h2\u003e\n\u003ch3\u003eRequired Education/Experience\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eHS Diploma or equivalent\u003c/li\u003e\n\u003cli\u003eSeven (7) years prior banking experience with Four (4) years specific to loan operations; experience with commercial loan preferred\u003c/li\u003e\n\u003cli\u003eExcellent written and communication skills\u003c/li\u003e\n\u003cli\u003eVery detail oriented. Ability to read and interpret loan approvals and loan documentation\u003c/li\u003e\n\u003cli\u003eAbility to complete task within established timeframe\u003c/li\u003e\n\u003cli\u003eMaintain professional attitude to both internal and external customers\u003c/li\u003e\n\u003cli\u003eProficient in Microsoft office including: Outlook, Word, and Excel applications\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003ePreferred Education/Experience\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBA Degree preferred.\u003c/li\u003e\n\u003cli\u003ePreferred experience with Horizon, FIS, Acquire and Loan Vantage.\u003c/li\u003e\n\u003c/ul\u003e", "summary": "\u003ch2\u003eROLE SUMMARY\u003c/h2\u003e\n\u003cp\u003eThis position performs various functions within the Loan Operations area; which include but are not limited to the data entry of new loan data, processing of payments and advances, loan participation processing, processing of paid loans, non-accrual and charge off loans, generation of loan billing notices and statements, monitor and updating ticklers, monitoring of various Acquire and H360 reports to ensure the accuracy and integrity of the loan data input, filing and scanning.\u003c/p\u003e\n\u003ch2\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eAs a Loan Operations Specialist you will assign proper Horizon codes to loans and input loans into the Horizon Loan Accounting System, input collateral and other records as required; input documentation ticklers to track the receipt of recorded documents and the expiration of insurance policies; input ticklers for changes in interest rates, payment structures, and/or product and purpose codes.\u003c/li\u003e\n\u003cli\u003eProcess all loan payments and advances; review and process loan fees collected.\u003c/li\u003e\n\u003cli\u003eMaintain and input financial document ticklers into Loan Vantage.\u003c/li\u003e\n\u003cli\u003eEnsure the safekeeping of all collateral files and original notes, print and ensure the accuracy of all loan billing notices, statements, maturity and past due notices, ensure proper holds are placed on cash collateral and escrow reserve accounts, review and correct transactions that non-post and other exception reports.\u003c/li\u003e\n\u003cli\u003ePrepare payoff statements and process loan payoffs, prepare the monthly SBA guaranty loan report within the deadline defined by the SBA; establish real estate collateral on a tax service to ensure property taxes are paid as required.\u003c/li\u003e\n\u003cli\u003ePost loan fees collected on new and renewed loans in accordance with the Fee Sheet.\u003c/li\u003e\n\u003cli\u003eReview funded loans in accordance with the disbursement instructions provided.\u003c/li\u003e\n\u003cli\u003eResearch and respond to customer and/or bank personnel questions regarding loan data in the Fidelity system.\u003c/li\u003e\n\u003cli\u003eMonitor reports for required system maintenance changes.\u003c/li\u003e\n\u003cli\u003eMonitor reserve accounts for adherence to reserve requirements.\u003c/li\u003e\n\u003cli\u003eReconcile various Loan Operational general ledger accounts.\u003c/li\u003e\n\u003cli\u003eFile all original notes within a dual control system within 24 hours of disbursement.\u003c/li\u003e\n\u003cli\u003eFile all loan collateral related materials in the specified section of the loan files and in a timely manner.\u003c/li\u003e\n\u003cli\u003eProvide excellent customer service the bank’s customers and fellow employee, participate to help department / bank achieve strategic goals, perform Annual escrow analysis, input deferred fees and cost using proper deferral method, monitor and update UCC filings to ensure no lapse in Bank’s lien position.\u003c/li\u003e\n\u003cli\u003eAssist in special projects as needed.\u003c/li\u003e\n\u003cli\u003ePerform other related duties as assigned.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/h2\u003e\n\u003ch3\u003eRequired Education/Experience\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eHS Diploma or equivalent\u003c/li\u003e\n\u003cli\u003eSeven (7) years prior banking experience with Four (4) years specific to loan operations; experience with commercial loan preferred\u003c/li\u003e\n\u003cli\u003eExcellent written and communication skills\u003c/li\u003e\n\u003cli\u003eVery detail oriented. Ability to read and interpret loan approvals and loan documentation\u003c/li\u003e\n\u003cli\u003eAbility to complete task within established timeframe\u003c/li\u003e\n\u003cli\u003eMaintain professional attitude to both internal and external customers\u003c/li\u003e\n\u003cli\u003eProficient in Microsoft office including: Outlook, Word, and Excel applications\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003ePreferred Education/Experience\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBA Degree preferred.\u003c/li\u003e\n\u003cli\u003ePreferred experience with Horizon, FIS, Acquire and Loan Vantage.\u003c/li\u003e\n\u003c/ul\u003e", "date_published": "2025-06-02T00:00:00Z", "date_modified": "2025-06-02T18:55:35Z", "author": { "name": "crew@apply (apply.coop)" }, "authors": [ { "name": "crew@apply (apply.coop)" } ] }, { "id": "https://apply.coop/jobs/d0uv8n6blda221bjl990-commercial-credit-analyst-ii", "url": "https://apply.coop/jobs/d0uv8n6blda221bjl990-commercial-credit-analyst-ii", "title": "Commercial Credit Analyst II", "content_html": "\u003ch2\u003eROLE SUMMARY\u003c/h2\u003e\n\u003cp\u003eThe role will directly report to and support the Senior Underwriting Manager in management of the Bank’s loan portfolio. This role will also assume responsibility for the more complex lending relationships in the portfolio, including occasional underwriting, and serves as a senior subject matter expert internally and externally. The Commercial Credit Analyst II would handle all aspects of the relationships in the assigned portfolio including approvals, annual reviews, monitoring and watch reporting. The position will not have business development responsibilities; however, the individual must be able to recognize such opportunities and refer these to the appropriate area of the bank.\u003c/p\u003e\n\u003cp\u003eIn addition to individual portfolio assignments, the position will assist the Senior Underwriting Manager in measurement and tracking of portfolio metrics. The individual will need to have a broad working knowledge of a credit portfolio including loan loss reserves, risk rating assignments, general loan accounting, and risk management. Attention to detail and ability to research and resolve issues as they arise is critical to the position as the individual will also work closely with the Senior Underwriting Manager and play a primary role in the bank’s CECL methodology selection, development, and implementation process.\u003c/p\u003e\n\u003cp\u003eThe position requires a demonstrated ability to work across multiple areas of the financial institution while providing competent, courteous, and professional customer service to external and internal customers. The successful individual in this position is one that thrives on high quality service, strong initiative using their accumulated knowledge and experience, problem solving, and an eagerness to adapt and develop new banking skills, e.g. CECL model development.\u003c/p\u003e\n\u003ch2\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/h2\u003e\n\u003ch3\u003ePortfolio Management – 40%\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003ePortfolio Management duties will include monitoring a portfolio of commercial loans risk rated of all ratings, perform analysis to determine the financial viability of the customer, develop and implement a strategy and plan for the collection of the loans. Coordinate with the relationship management team, attorneys, accountants and third-party guarantors during the monitoring/renewal or collection process.\u003c/li\u003e\n\u003cli\u003eAssists with the identification of potential problem loans, recommends risk rating changes, and assumes responsibility for loans newly identified as criticized and classified problems loans with the goal to upgrade the risk rating of the loan to performing.\u003c/li\u003e\n\u003cli\u003ePortfolio Manager must possess the ability to recognize revenue opportunities in the portfolio and to follow through on routine requests for credit or other bank services. There are no incremental sales targets; however, must ensure retention of existing clients and that credit needs are met to the extent the bank is comfortable.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eCredit Support and Underwriting – 60%\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCredit Support duties will include analyzing and spreading the customer’s financial information, assessing the collateral, performing a delinquency review, performing industry comparisons, assessing the risk rating, and preparing the business, personal and global debt service coverage ability. In addition, written presentations will be prepared that detail the findings of the analysis.\u003c/li\u003e\n\u003cli\u003eAssists the DCCO with monthly management and Board reporting activities including research of items that present anomalies to the portfolio. Ability to manage time accordingly to produce necessary and accurate reporting is a priority.\u003c/li\u003e\n\u003cli\u003eWork with the DCCO on the ongoing CECL implementation process and to assist in the management of the ALLL during the transition and required parallel tracking period. Individual will be responsible for the data integrity management portion of the CECL adoption and implementation.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eLeadership and Supervision\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCreates an atmosphere within the organization that attains and maintains a high level of morale and embraces our Vision, Values, Mission, and Team Expectations while providing “best in class” customer service to internal and external clients.\u003c/li\u003e\n\u003cli\u003eContributes to the development and implementation of annual department goals and individual.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/h2\u003e\n\u003ch3\u003eRequired Education/Experience\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eHS Diploma or equivalent\u003c/li\u003e\n\u003cli\u003eBachelor’s Degree in Business Administration, Finance, Accounting, or related field required; 3 additional years of commercial credit underwriting and analysis experience may be substituted for bachelor’s degree.\u003c/li\u003e\n\u003cli\u003e4+ years of commercial credit, financial statement analysis, portfolio management and customer service experience required\u003c/li\u003e\n\u003cli\u003eCompletion of formal or in-house credit training required\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003ePreferred Education/Experience\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eExperience structuring and pricing loan transactions to achieve organizational goals preferred.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eKNOWLEDGE, SKILLS, AND ABILITIES\u003c/h2\u003e\n\u003ch3\u003eRequired Knowledge \u0026amp; Skills\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eKnowledge of Microsoft Office suite and other (credit analysis) systems and a hands-on working knowledge of a bank core system, e.g. FIS, FiServ, etc. Strong ability to manage multiple projects simultaneously.\u003c/li\u003e\n\u003cli\u003eStrong supervisory experience.\u003c/li\u003e\n\u003cli\u003eUncompromised attention to detail and demonstrated eagerness to problem solve through research and application of experience/knowledge.\u003c/li\u003e\n\u003cli\u003eExperience with commercial, construction, and real estate loan underwriting, and broad understanding of the bank’s balance sheet, e.g. ALLL.\u003c/li\u003e\n\u003cli\u003eSolid knowledge of and skills in personal computer operation, word processing and spreadsheet software.\u003c/li\u003e\n\u003cli\u003eKnowledge of related state and federal lending and compliance regulations and other bank lending policies.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003ePreferred Knowledge \u0026amp; Skills\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eStrong supervisory experience.\u003c/li\u003e\n\u003cli\u003eUncompromised attention to detail and demonstrated eagerness to problem solve through research and application of experience/knowledge.\u003c/li\u003e\n\u003cli\u003eOrganized, detail oriented, ability to articulate matters over the phone or in person, capable of working independently, can plan, set priorities, meet deadlines and work with little supervision while performing most duties\u003c/li\u003e\n\u003cli\u003eStrong ability to interact pro-actively with all levels of the organization.\u003c/li\u003e\n\u003c/ul\u003e", "summary": "\u003ch2\u003eROLE SUMMARY\u003c/h2\u003e\n\u003cp\u003eThe role will directly report to and support the Senior Underwriting Manager in management of the Bank’s loan portfolio. This role will also assume responsibility for the more complex lending relationships in the portfolio, including occasional underwriting, and serves as a senior subject matter expert internally and externally. The Commercial Credit Analyst II would handle all aspects of the relationships in the assigned portfolio including approvals, annual reviews, monitoring and watch reporting. The position will not have business development responsibilities; however, the individual must be able to recognize such opportunities and refer these to the appropriate area of the bank.\u003c/p\u003e\n\u003cp\u003eIn addition to individual portfolio assignments, the position will assist the Senior Underwriting Manager in measurement and tracking of portfolio metrics. The individual will need to have a broad working knowledge of a credit portfolio including loan loss reserves, risk rating assignments, general loan accounting, and risk management. Attention to detail and ability to research and resolve issues as they arise is critical to the position as the individual will also work closely with the Senior Underwriting Manager and play a primary role in the bank’s CECL methodology selection, development, and implementation process.\u003c/p\u003e\n\u003cp\u003eThe position requires a demonstrated ability to work across multiple areas of the financial institution while providing competent, courteous, and professional customer service to external and internal customers. The successful individual in this position is one that thrives on high quality service, strong initiative using their accumulated knowledge and experience, problem solving, and an eagerness to adapt and develop new banking skills, e.g. CECL model development.\u003c/p\u003e\n\u003ch2\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/h2\u003e\n\u003ch3\u003ePortfolio Management – 40%\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003ePortfolio Management duties will include monitoring a portfolio of commercial loans risk rated of all ratings, perform analysis to determine the financial viability of the customer, develop and implement a strategy and plan for the collection of the loans. Coordinate with the relationship management team, attorneys, accountants and third-party guarantors during the monitoring/renewal or collection process.\u003c/li\u003e\n\u003cli\u003eAssists with the identification of potential problem loans, recommends risk rating changes, and assumes responsibility for loans newly identified as criticized and classified problems loans with the goal to upgrade the risk rating of the loan to performing.\u003c/li\u003e\n\u003cli\u003ePortfolio Manager must possess the ability to recognize revenue opportunities in the portfolio and to follow through on routine requests for credit or other bank services. There are no incremental sales targets; however, must ensure retention of existing clients and that credit needs are met to the extent the bank is comfortable.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eCredit Support and Underwriting – 60%\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCredit Support duties will include analyzing and spreading the customer’s financial information, assessing the collateral, performing a delinquency review, performing industry comparisons, assessing the risk rating, and preparing the business, personal and global debt service coverage ability. In addition, written presentations will be prepared that detail the findings of the analysis.\u003c/li\u003e\n\u003cli\u003eAssists the DCCO with monthly management and Board reporting activities including research of items that present anomalies to the portfolio. Ability to manage time accordingly to produce necessary and accurate reporting is a priority.\u003c/li\u003e\n\u003cli\u003eWork with the DCCO on the ongoing CECL implementation process and to assist in the management of the ALLL during the transition and required parallel tracking period. Individual will be responsible for the data integrity management portion of the CECL adoption and implementation.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003eLeadership and Supervision\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCreates an atmosphere within the organization that attains and maintains a high level of morale and embraces our Vision, Values, Mission, and Team Expectations while providing “best in class” customer service to internal and external clients.\u003c/li\u003e\n\u003cli\u003eContributes to the development and implementation of annual department goals and individual.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/h2\u003e\n\u003ch3\u003eRequired Education/Experience\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eHS Diploma or equivalent\u003c/li\u003e\n\u003cli\u003eBachelor’s Degree in Business Administration, Finance, Accounting, or related field required; 3 additional years of commercial credit underwriting and analysis experience may be substituted for bachelor’s degree.\u003c/li\u003e\n\u003cli\u003e4+ years of commercial credit, financial statement analysis, portfolio management and customer service experience required\u003c/li\u003e\n\u003cli\u003eCompletion of formal or in-house credit training required\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003ePreferred Education/Experience\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eExperience structuring and pricing loan transactions to achieve organizational goals preferred.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2\u003eKNOWLEDGE, SKILLS, AND ABILITIES\u003c/h2\u003e\n\u003ch3\u003eRequired Knowledge \u0026amp; Skills\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eKnowledge of Microsoft Office suite and other (credit analysis) systems and a hands-on working knowledge of a bank core system, e.g. FIS, FiServ, etc. Strong ability to manage multiple projects simultaneously.\u003c/li\u003e\n\u003cli\u003eStrong supervisory experience.\u003c/li\u003e\n\u003cli\u003eUncompromised attention to detail and demonstrated eagerness to problem solve through research and application of experience/knowledge.\u003c/li\u003e\n\u003cli\u003eExperience with commercial, construction, and real estate loan underwriting, and broad understanding of the bank’s balance sheet, e.g. ALLL.\u003c/li\u003e\n\u003cli\u003eSolid knowledge of and skills in personal computer operation, word processing and spreadsheet software.\u003c/li\u003e\n\u003cli\u003eKnowledge of related state and federal lending and compliance regulations and other bank lending policies.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003ePreferred Knowledge \u0026amp; Skills\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eStrong supervisory experience.\u003c/li\u003e\n\u003cli\u003eUncompromised attention to detail and demonstrated eagerness to problem solve through research and application of experience/knowledge.\u003c/li\u003e\n\u003cli\u003eOrganized, detail oriented, ability to articulate matters over the phone or in person, capable of working independently, can plan, set priorities, meet deadlines and work with little supervision while performing most duties\u003c/li\u003e\n\u003cli\u003eStrong ability to interact pro-actively with all levels of the organization.\u003c/li\u003e\n\u003c/ul\u003e", "date_published": "2025-06-02T00:00:00Z", "date_modified": "2025-06-02T18:58:41Z", "author": { "name": "crew@apply (apply.coop)" }, "authors": [ { "name": "crew@apply (apply.coop)" } ] }, { "id": "https://apply.coop/jobs/d0uv9jublda221bjl99g-universal-banker", "url": "https://apply.coop/jobs/d0uv9jublda221bjl99g-universal-banker", "title": "Universal Banker", "content_html": "\u003cp\u003e\u003cstrong\u003eROLE SUMMARY\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eEstablishes, retains, and deepens relationships with new and existing clients promoting bank products/services. Provides quality service to internal and external clients through effective and professional written and verbal communication. Processes teller transactions and balances cash accurately and efficiently. Resolves basic service issues by maintaining a developed working knowledge of basic bank products and services while referring more complex requests to appropriate colleagues or departments. Possesses strong knowledge of the platform and teller systems with the ability to open and process all new accounts. Proactively contacts clients to identify additional banking needs to strengthen client relationships and meet cross-selling goals. Imperative that they comply with policies, procedures, rules, and regulations, and completes training requirements as warranted for the position.  \u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eConsistently provides excellent client service when: accurately opening deposit accounts, servicing client needs, performing account maintenance, and establishing account-related services. \u003c/li\u003e\n\u003cli\u003eReceive and accurately process deposits, withdrawals, and other financial related transactions (loan payments, cashier’s checks, etc.) to clients. Accurately balance teller cash drawer and transactions daily and maintain a high degree of accuracy with the processing of transactions. \u003c/li\u003e\n\u003cli\u003eFollow all policies and procedures as they pertain to the performance of the position (opening new accounts, assigning account numbers, security, BSA/AML, etc.). \u003c/li\u003e\n\u003cli\u003eResponsible for recognizing and referring sales opportunities.\u003c/li\u003e\n\u003cli\u003eEnsures proper completion of balancing of the ATM, Night Drop deposits, making change orders, etc. \u003c/li\u003e\n\u003cli\u003eFollows and remains current on all policies, procedures and applicable regulations that pertain to handling of client accounts, security, compliance, and internal control guidelines.  \u003c/li\u003e\n\u003cli\u003eRecords, files, prepares wire transfers, and sorts mail as needed.\u003c/li\u003e\n\u003cli\u003eGather data and process various reports (i.e. Overdrafts/NSF, Returned Items, etc.).\u003c/li\u003e\n\u003cli\u003eResponsible for contributing to cross-selling of product sales and participates in outbound sales calling activities.    \u003c/li\u003e\n\u003cli\u003eAssisting customers with online banking enrollment and troubleshooting login issues.\u003c/li\u003e\n\u003cli\u003eExplaining features like bill pay, mobile deposits, and account transfers.\u003c/li\u003e\n\u003cli\u003eResolving technical issues related to online transactions.\u003c/li\u003e\n\u003cli\u003eResetting and changing debit card PINs upon customer request.\u003c/li\u003e\n\u003cli\u003eOrdering replacement debit cards and activating new cards.\u003c/li\u003e\n\u003cli\u003eInvestigating unauthorized debit card transactions and filing disputes.\u003c/li\u003e\n\u003cli\u003eAssist with daily Branch opening procedures to ensure that the branch is open on time and ready to conduct business. Assist with Branch closing procedures.\u003c/li\u003e\n\u003cli\u003eAssist Branch Manager with preparation of monthly audit package. \u003c/li\u003e\n\u003cli\u003eAssist with duties performed under dual control, client inquiries, account research, check orders, etc. May act as back-up to vault custodian as needed.\u003c/li\u003e\n\u003cli\u003eIntermediate knowledge and use of FIS Horizon, Microsoft Suite, and other banking systems.\u003c/li\u003e\n\u003cli\u003eTimely completion of required training.\u003c/li\u003e\n\u003cli\u003eOther duties assigned by Branch Manager.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eRequirements\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eRequired Education/Experience:\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eHigh School Diploma or equivalent\u003c/li\u003e\n\u003cli\u003e2 years of cash handling and customer service\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003ePreferred Education/Experience:\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e1 or more years of Platform/Opening/Servicing/Closing Accounts in financial services or equivalent internal City First branch banking\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eCERTIFICATIONS\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eNone\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eKNOWLEDGE, SKILLS, AND ABILITIES\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eRequired Knowledge \u0026amp; Skills:\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eKnowledge of Platform and Teller systems (FIS Horizon preferred)\u003c/li\u003e\n\u003cli\u003eExhibits professionalism with internal and external customers\u003c/li\u003e\n\u003cli\u003eKnowledge of deposit products and services\u003c/li\u003e\n\u003cli\u003eKnowledge of banking regulations, policies, and procedures\u003c/li\u003e\n\u003cli\u003eBasic knowledge of MS Office products\u003c/li\u003e\n\u003cli\u003eEffective oral, written, and interpersonal communication skills.\u003c/li\u003e\n\u003cli\u003eExcellent organizational skills\u003c/li\u003e\n\u003c/ul\u003e", "summary": "\u003cp\u003e\u003cstrong\u003eROLE SUMMARY\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eEstablishes, retains, and deepens relationships with new and existing clients promoting bank products/services. Provides quality service to internal and external clients through effective and professional written and verbal communication. Processes teller transactions and balances cash accurately and efficiently. Resolves basic service issues by maintaining a developed working knowledge of basic bank products and services while referring more complex requests to appropriate colleagues or departments. Possesses strong knowledge of the platform and teller systems with the ability to open and process all new accounts. Proactively contacts clients to identify additional banking needs to strengthen client relationships and meet cross-selling goals. Imperative that they comply with policies, procedures, rules, and regulations, and completes training requirements as warranted for the position.  \u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eESSENTIAL FUNCTIONS AND RESPONSIBILITIES\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eConsistently provides excellent client service when: accurately opening deposit accounts, servicing client needs, performing account maintenance, and establishing account-related services. \u003c/li\u003e\n\u003cli\u003eReceive and accurately process deposits, withdrawals, and other financial related transactions (loan payments, cashier’s checks, etc.) to clients. Accurately balance teller cash drawer and transactions daily and maintain a high degree of accuracy with the processing of transactions. \u003c/li\u003e\n\u003cli\u003eFollow all policies and procedures as they pertain to the performance of the position (opening new accounts, assigning account numbers, security, BSA/AML, etc.). \u003c/li\u003e\n\u003cli\u003eResponsible for recognizing and referring sales opportunities.\u003c/li\u003e\n\u003cli\u003eEnsures proper completion of balancing of the ATM, Night Drop deposits, making change orders, etc. \u003c/li\u003e\n\u003cli\u003eFollows and remains current on all policies, procedures and applicable regulations that pertain to handling of client accounts, security, compliance, and internal control guidelines.  \u003c/li\u003e\n\u003cli\u003eRecords, files, prepares wire transfers, and sorts mail as needed.\u003c/li\u003e\n\u003cli\u003eGather data and process various reports (i.e. Overdrafts/NSF, Returned Items, etc.).\u003c/li\u003e\n\u003cli\u003eResponsible for contributing to cross-selling of product sales and participates in outbound sales calling activities.    \u003c/li\u003e\n\u003cli\u003eAssisting customers with online banking enrollment and troubleshooting login issues.\u003c/li\u003e\n\u003cli\u003eExplaining features like bill pay, mobile deposits, and account transfers.\u003c/li\u003e\n\u003cli\u003eResolving technical issues related to online transactions.\u003c/li\u003e\n\u003cli\u003eResetting and changing debit card PINs upon customer request.\u003c/li\u003e\n\u003cli\u003eOrdering replacement debit cards and activating new cards.\u003c/li\u003e\n\u003cli\u003eInvestigating unauthorized debit card transactions and filing disputes.\u003c/li\u003e\n\u003cli\u003eAssist with daily Branch opening procedures to ensure that the branch is open on time and ready to conduct business. Assist with Branch closing procedures.\u003c/li\u003e\n\u003cli\u003eAssist Branch Manager with preparation of monthly audit package. \u003c/li\u003e\n\u003cli\u003eAssist with duties performed under dual control, client inquiries, account research, check orders, etc. May act as back-up to vault custodian as needed.\u003c/li\u003e\n\u003cli\u003eIntermediate knowledge and use of FIS Horizon, Microsoft Suite, and other banking systems.\u003c/li\u003e\n\u003cli\u003eTimely completion of required training.\u003c/li\u003e\n\u003cli\u003eOther duties assigned by Branch Manager.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eRequirements\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eEDUCATION \u0026amp; EXPERIENCE\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eRequired Education/Experience:\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eHigh School Diploma or equivalent\u003c/li\u003e\n\u003cli\u003e2 years of cash handling and customer service\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003ePreferred Education/Experience:\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e1 or more years of Platform/Opening/Servicing/Closing Accounts in financial services or equivalent internal City First branch banking\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eCERTIFICATIONS\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eNone\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eKNOWLEDGE, SKILLS, AND ABILITIES\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eRequired Knowledge \u0026amp; Skills:\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eKnowledge of Platform and Teller systems (FIS Horizon preferred)\u003c/li\u003e\n\u003cli\u003eExhibits professionalism with internal and external customers\u003c/li\u003e\n\u003cli\u003eKnowledge of deposit products and services\u003c/li\u003e\n\u003cli\u003eKnowledge of banking regulations, policies, and procedures\u003c/li\u003e\n\u003cli\u003eBasic knowledge of MS Office products\u003c/li\u003e\n\u003cli\u003eEffective oral, written, and interpersonal communication skills.\u003c/li\u003e\n\u003cli\u003eExcellent organizational skills\u003c/li\u003e\n\u003c/ul\u003e", "date_published": "2025-06-02T00:00:00Z", "date_modified": "2025-06-02T19:00:36Z", "author": { "name": "crew@apply (apply.coop)" }, "authors": [ { "name": "crew@apply (apply.coop)" } ] }, { "id": "https://apply.coop/jobs/d0t013ublda221bjl93g-sr--manager--fp-a", "url": "https://apply.coop/jobs/d0t013ublda221bjl93g-sr--manager--fp-a", "title": "Sr. Manager, FP\u0026A", "content_html": "\u003cp\u003eAt Allbirds, we believe in using business as a force for good. We\u0026#39;re a global footwear and apparel brand with roots in New Zealand and headquarters in San Francisco. Since 2016, we\u0026#39;ve been on a mission to prove that comfort, design, and sustainability aren\u0026#39;t mutually exclusive. Our commitment to creating better things in a better way is fueled by a belief that the fashion industry needs to focus less on flash and more on thoughtfulness. We\u0026#39;re a certified B Corporation, meaning we meet rigorous standards of social and environmental performance, accountability, and transparency. We\u0026#39;re dedicated to making the most sustainable products we can using premium natural materials - designed for life\u0026#39;s everyday adventures. In fact, TIME 100 named us for being one of the most innovative companies. Already calling our first shoe, the Wool Runners, the most comfortable in the world, and there is much more to come.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eGeneral\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eAs a Senior Manager of FP\u0026amp;A with a strong background in Commercial Finance, you will form strong relationships in Finance, across Allbirds, and with external stakeholders, offering well-regarded advice and leadership. You will help build and execute Allbirds\u0026#39;s vision and strategy, support company-wide planning and forecasting cycles, direct key financial analysis and modeling, and ensure accurate financial reporting and effective controls in your area of responsibility.   This candidate should have a solid understanding of accounting principles and will drive synergies, efficiencies, and insights through process, model, and technology improvements while navigating our dynamic, fast-paced, and changing landscape with a high degree of autonomy and executive maturity. Reports to: Director II, Strategic Finance\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat does the job entail?\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eLead, build, and develop FP\u0026amp;A processes and deliverables.  Support other key functions of Finance, Commercial, Product, and Marketing as part of the Strategic Finance \u0026amp; FP\u0026amp;A Team.\u003c/li\u003e\n\u003cli\u003eBuild strong partnerships across the organization as a trusted advisor and team member.\u003c/li\u003e\n\u003cli\u003eAssist in the development of company vision and strategy, identifying business opportunities and watch-outs, and suggesting the optimal path to execute against and achieve company goals.\u003c/li\u003e\n\u003cli\u003eSupport the long-range and annual planning processes, aligning with the company\u0026#39;s vision and goals, working with Senior Management and key business partners.\u003c/li\u003e\n\u003cli\u003eSupport the monthly financial forecasting cycle by anticipating business changes and spotting trends, getting key stakeholders aligned on material inputs, completing input models, loading systems, producing reporting, insightful analysis, contingency plans, operational recommendations, etc.\u003c/li\u003e\n\u003cli\u003eAssist with the monthly accounting close.\u003c/li\u003e\n\u003cli\u003ePartner with Accounting, Tech, Analytics, Operations, and other appropriate teams to drive financial and non-financial systems and reporting changes.\u003c/li\u003e\n\u003cli\u003eLead the preparation of business cases, monitor investment decisions, and performance.\u003c/li\u003e\n\u003cli\u003eDrive financial performance by developing operating and financial metrics, analyzing results and trends, providing variance and analysis-driven insights and feedback; actively seek to enhance the quality of efforts across the organization, proactively resolve issues, and implement change.\u003c/li\u003e\n\u003cli\u003eDrive financial education, accountability, and operational excellence with your business partners.\u003c/li\u003e\n\u003cli\u003eIdentify opportunities to improve operations, initiating and sometimes leading that change within finance or cross-functionally across the organization.\u003c/li\u003e\n\u003cli\u003eCreate insightful and actionable communications to key stakeholder groups (eg: investors, executives, BOD).\u003c/li\u003e\n\u003cli\u003eHelp design and maintain complex models/software.\u003c/li\u003e\n\u003cli\u003eAssist with internal control documentation, testing, and process changes.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e \u003cstrong\u003eQualifications\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eBachelor\u0026#39;s Degree in accounting, finance, or other relevant field\u003c/li\u003e\n\u003cli\u003e8+ years of experience in Finance\u003c/li\u003e\n\u003cli\u003eCPA or MBA preferred, but not required\u003c/li\u003e\n\u003cli\u003e5-8+ years in progressive Corporate FP\u0026amp;A \u0026amp; Strategy roles.\u003c/li\u003e\n\u003cli\u003eRetail experience is a plus.\u003c/li\u003e\n\u003cli\u003eFootwear \u0026amp; Apparel industry experience is a plus.\u003c/li\u003e\n\u003cli\u003eExperience using business intelligence tools.\u003c/li\u003e\n\u003cli\u003eExperience with ERP system design and functionality. SAP FI/CO/BI/BPC/MM/IM/Retail experience is a plus.\u003c/li\u003e\n\u003cli\u003eMicrosoft Excel expert.\u003c/li\u003e\n\u003cli\u003eExperience managing the financials at a public multinational company is preferred.\u003c/li\u003e\n\u003cli\u003eDemonstrate organizational and leadership skills\u003c/li\u003e\n\u003cli\u003eStrong analytical skills across the 3 financial statements, P\u0026amp;L, B/S, and Cash Flow\u003c/li\u003e\n\u003cli\u003eExperience with SAP is preferred\u003c/li\u003e\n\u003cli\u003eProficiency with Microsoft Office and Gsuite\u003c/li\u003e\n\u003cli\u003eExcellent presentation and communication skills, both written and verbal\u003c/li\u003e\n\u003cli\u003eStrong analytical and problem-solving skills\u003c/li\u003e\n\u003cli\u003eAbility to prioritize and manage time efficiently\u003c/li\u003e\n\u003cli\u003eAbility to work independently on several projects simultaneously\u003c/li\u003e\n\u003cli\u003eResourceful, innovative, with a can-do attitude and attention to detail\u003c/li\u003e\n\u003cli\u003eWork well with cross-functional teams to drive the company\u0026#39;s objectives\u003c/li\u003e\n\u003cli\u003ePassion for our mission of sustainability - Doing better things in a better way.  \u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eWhat do we offer?\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eRemote: The  pay range for this role is: $128k-$155k.  Allbirds routinely evaluates pay rates, and the ranges are subject to change based on market rates and other considerations.  We factor in a number of components when determining starting pay, including the job and level you are hired into, location, skillset, experience and peer compensation.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eBenefits Overview:\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eWhen you join our flock at Allbirds, we offer competitive pay as well as bonus and equity for eligible roles, healthcare, retirement savings, and other great benefits for the whole being. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to a specific plan or program terms. For information about benefits and eligibility, please see the detailed list below.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eHealth benefits include Medical, Dental, and Vision plans for employees and eligible dependents. \u003c/li\u003e\n\u003cli\u003eMedical plan options include: PPO, HDHP (100% premium paid for employees, employees only pay premium for dependents), and HMO (in California)\u003c/li\u003e\n\u003cli\u003e100% Company paid OneMedical memberships available for members of certain medical plans. \u003c/li\u003e\n\u003cli\u003eCompany HSA contribution for enrolled HSA members.\u003c/li\u003e\n\u003cli\u003eFinancial benefits include: company equity for eligible roles, 401(k) with employer matching contribution (with immediate vesting and pre and post-tax options), Employee Stock Purchase Plan, company-paid life insurance for full time roles, short-term and long-term disability, pre-tax savings programs for eligible healthcare, childcare and commuter expenses for both full and part-time roles, medical travel expense reimbursement program for full and part-time roles.\u003c/li\u003e\n\u003cli\u003eUnlimited PTO for full-time corporate roles, sick and vacation time for  other roles, plus parental leave (with a new parent bonus for full-time employees), volunteering, medical \u0026amp; family care leave, bereavement, jury duty, and voting.\u003c/li\u003e\n\u003cli\u003eEmployee Assistance Program.\u003c/li\u003e\n\u003cli\u003eCompany discount (50%) on most Allbirds products, discount mall through LifeBalance, reimbursement on eligible wellness expenses (full-time employees) and cellphone and more for certain eligible role\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eWork Environment\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eWork takes place in an office setting. This job may require working more than 8 hours per day and/or 40 hours a week. It requires the ability to sit and work at a computer for extended periods of time and communicate effectively with a diverse audience in person, by phone and by computer. This position requires the ability to occasionally lift, push, and carry up to 10 lbs frequently and up to 15 lbs occasionally.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eDiversity\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eAllbirds is an equal opportunity employer and makes employment decisions on the basis of merit. Allbirds policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.\u003c/p\u003e", "summary": "\u003cp\u003eAt Allbirds, we believe in using business as a force for good. We\u0026#39;re a global footwear and apparel brand with roots in New Zealand and headquarters in San Francisco. Since 2016, we\u0026#39;ve been on a mission to prove that comfort, design, and sustainability aren\u0026#39;t mutually exclusive. Our commitment to creating better things in a better way is fueled by a belief that the fashion industry needs to focus less on flash and more on thoughtfulness. We\u0026#39;re a certified B Corporation, meaning we meet rigorous standards of social and environmental performance, accountability, and transparency. We\u0026#39;re dedicated to making the most sustainable products we can using premium natural materials - designed for life\u0026#39;s everyday adventures. In fact, TIME 100 named us for being one of the most innovative companies. Already calling our first shoe, the Wool Runners, the most comfortable in the world, and there is much more to come.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eGeneral\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eAs a Senior Manager of FP\u0026amp;A with a strong background in Commercial Finance, you will form strong relationships in Finance, across Allbirds, and with external stakeholders, offering well-regarded advice and leadership. You will help build and execute Allbirds\u0026#39;s vision and strategy, support company-wide planning and forecasting cycles, direct key financial analysis and modeling, and ensure accurate financial reporting and effective controls in your area of responsibility.   This candidate should have a solid understanding of accounting principles and will drive synergies, efficiencies, and insights through process, model, and technology improvements while navigating our dynamic, fast-paced, and changing landscape with a high degree of autonomy and executive maturity. Reports to: Director II, Strategic Finance\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat does the job entail?\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eLead, build, and develop FP\u0026amp;A processes and deliverables.  Support other key functions of Finance, Commercial, Product, and Marketing as part of the Strategic Finance \u0026amp; FP\u0026amp;A Team.\u003c/li\u003e\n\u003cli\u003eBuild strong partnerships across the organization as a trusted advisor and team member.\u003c/li\u003e\n\u003cli\u003eAssist in the development of company vision and strategy, identifying business opportunities and watch-outs, and suggesting the optimal path to execute against and achieve company goals.\u003c/li\u003e\n\u003cli\u003eSupport the long-range and annual planning processes, aligning with the company\u0026#39;s vision and goals, working with Senior Management and key business partners.\u003c/li\u003e\n\u003cli\u003eSupport the monthly financial forecasting cycle by anticipating business changes and spotting trends, getting key stakeholders aligned on material inputs, completing input models, loading systems, producing reporting, insightful analysis, contingency plans, operational recommendations, etc.\u003c/li\u003e\n\u003cli\u003eAssist with the monthly accounting close.\u003c/li\u003e\n\u003cli\u003ePartner with Accounting, Tech, Analytics, Operations, and other appropriate teams to drive financial and non-financial systems and reporting changes.\u003c/li\u003e\n\u003cli\u003eLead the preparation of business cases, monitor investment decisions, and performance.\u003c/li\u003e\n\u003cli\u003eDrive financial performance by developing operating and financial metrics, analyzing results and trends, providing variance and analysis-driven insights and feedback; actively seek to enhance the quality of efforts across the organization, proactively resolve issues, and implement change.\u003c/li\u003e\n\u003cli\u003eDrive financial education, accountability, and operational excellence with your business partners.\u003c/li\u003e\n\u003cli\u003eIdentify opportunities to improve operations, initiating and sometimes leading that change within finance or cross-functionally across the organization.\u003c/li\u003e\n\u003cli\u003eCreate insightful and actionable communications to key stakeholder groups (eg: investors, executives, BOD).\u003c/li\u003e\n\u003cli\u003eHelp design and maintain complex models/software.\u003c/li\u003e\n\u003cli\u003eAssist with internal control documentation, testing, and process changes.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e \u003cstrong\u003eQualifications\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eBachelor\u0026#39;s Degree in accounting, finance, or other relevant field\u003c/li\u003e\n\u003cli\u003e8+ years of experience in Finance\u003c/li\u003e\n\u003cli\u003eCPA or MBA preferred, but not required\u003c/li\u003e\n\u003cli\u003e5-8+ years in progressive Corporate FP\u0026amp;A \u0026amp; Strategy roles.\u003c/li\u003e\n\u003cli\u003eRetail experience is a plus.\u003c/li\u003e\n\u003cli\u003eFootwear \u0026amp; Apparel industry experience is a plus.\u003c/li\u003e\n\u003cli\u003eExperience using business intelligence tools.\u003c/li\u003e\n\u003cli\u003eExperience with ERP system design and functionality. SAP FI/CO/BI/BPC/MM/IM/Retail experience is a plus.\u003c/li\u003e\n\u003cli\u003eMicrosoft Excel expert.\u003c/li\u003e\n\u003cli\u003eExperience managing the financials at a public multinational company is preferred.\u003c/li\u003e\n\u003cli\u003eDemonstrate organizational and leadership skills\u003c/li\u003e\n\u003cli\u003eStrong analytical skills across the 3 financial statements, P\u0026amp;L, B/S, and Cash Flow\u003c/li\u003e\n\u003cli\u003eExperience with SAP is preferred\u003c/li\u003e\n\u003cli\u003eProficiency with Microsoft Office and Gsuite\u003c/li\u003e\n\u003cli\u003eExcellent presentation and communication skills, both written and verbal\u003c/li\u003e\n\u003cli\u003eStrong analytical and problem-solving skills\u003c/li\u003e\n\u003cli\u003eAbility to prioritize and manage time efficiently\u003c/li\u003e\n\u003cli\u003eAbility to work independently on several projects simultaneously\u003c/li\u003e\n\u003cli\u003eResourceful, innovative, with a can-do attitude and attention to detail\u003c/li\u003e\n\u003cli\u003eWork well with cross-functional teams to drive the company\u0026#39;s objectives\u003c/li\u003e\n\u003cli\u003ePassion for our mission of sustainability - Doing better things in a better way.  \u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eWhat do we offer?\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eRemote: The  pay range for this role is: $128k-$155k.  Allbirds routinely evaluates pay rates, and the ranges are subject to change based on market rates and other considerations.  We factor in a number of components when determining starting pay, including the job and level you are hired into, location, skillset, experience and peer compensation.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eBenefits Overview:\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eWhen you join our flock at Allbirds, we offer competitive pay as well as bonus and equity for eligible roles, healthcare, retirement savings, and other great benefits for the whole being. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to a specific plan or program terms. For information about benefits and eligibility, please see the detailed list below.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eHealth benefits include Medical, Dental, and Vision plans for employees and eligible dependents. \u003c/li\u003e\n\u003cli\u003eMedical plan options include: PPO, HDHP (100% premium paid for employees, employees only pay premium for dependents), and HMO (in California)\u003c/li\u003e\n\u003cli\u003e100% Company paid OneMedical memberships available for members of certain medical plans. \u003c/li\u003e\n\u003cli\u003eCompany HSA contribution for enrolled HSA members.\u003c/li\u003e\n\u003cli\u003eFinancial benefits include: company equity for eligible roles, 401(k) with employer matching contribution (with immediate vesting and pre and post-tax options), Employee Stock Purchase Plan, company-paid life insurance for full time roles, short-term and long-term disability, pre-tax savings programs for eligible healthcare, childcare and commuter expenses for both full and part-time roles, medical travel expense reimbursement program for full and part-time roles.\u003c/li\u003e\n\u003cli\u003eUnlimited PTO for full-time corporate roles, sick and vacation time for  other roles, plus parental leave (with a new parent bonus for full-time employees), volunteering, medical \u0026amp; family care leave, bereavement, jury duty, and voting.\u003c/li\u003e\n\u003cli\u003eEmployee Assistance Program.\u003c/li\u003e\n\u003cli\u003eCompany discount (50%) on most Allbirds products, discount mall through LifeBalance, reimbursement on eligible wellness expenses (full-time employees) and cellphone and more for certain eligible role\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eWork Environment\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eWork takes place in an office setting. This job may require working more than 8 hours per day and/or 40 hours a week. It requires the ability to sit and work at a computer for extended periods of time and communicate effectively with a diverse audience in person, by phone and by computer. This position requires the ability to occasionally lift, push, and carry up to 10 lbs frequently and up to 15 lbs occasionally.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eDiversity\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eAllbirds is an equal opportunity employer and makes employment decisions on the basis of merit. Allbirds policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.\u003c/p\u003e", "date_published": "2025-05-30T00:00:00Z", "date_modified": "2025-05-30T19:12:29Z", "author": { "name": "crew@apply (apply.coop)" }, "authors": [ { "name": "crew@apply (apply.coop)" } ] }, { "id": "https://apply.coop/jobs/d0macl6blda5dqb116ng-finance-officer--1-0-fte-", "url": "https://apply.coop/jobs/d0macl6blda5dqb116ng-finance-officer--1-0-fte-", "title": "Finance Officer (1.0 FTE)", "content_html": "\u003cp\u003eAt NEON, we know that you can’t separate the external work of the organisation from the internal work. They are so interlinked and interdependent that they both have to be given priority and resources if we want to achieve high impact. We see them as inseparable. So the purpose of this role is to support NEON achieving its mission by ensuring the smooth running of NEON’s finance systems and processes. You’ll do this by delivering on the main financial tasks day-to-day, and support with finance projects aimed at improving NEON’s systems.\u003c/p\u003e\n\u003ch2\u003eLocation\u003c/h2\u003e\n\u003cp\u003eHybrid working. Our flexible working policy requires everyone to be in our east London office for 25% of the time as a minimum because building in-person relationships is important to us (that could be one week a month, or a day or two a week), but you’re welcome to be there more as many staff are.\u003c/p\u003e\n\u003ch2\u003eHours\u003c/h2\u003e\n\u003cp\u003eFull-time, which for NEON is 28 hours a week - the equivalent of a 4 day standard work week. This can be done over 4 or 5 days, that’s totally up to you. Hours are generally flexible, with some core meetings everyone has to be at.\u003c/p\u003e\n\u003ch2\u003eKey Responsibilities:\u003c/h2\u003e\n\u003col\u003e\n\u003cli\u003eDoing all of our day-to-day fundraising administration to keep us well-organised and compliant. This includes:\na. Recording and monitoring fundraising data using our Fundraising Tracking Database\nb. Keeping all of our grant agreements, contracts and other relevant documentation ell-organised on GDrive and elsewhere\nc. Ensuring compliance with the financial requirements of the grant agreements, and updating and maintaining the grant payments schedule\nd. Raising invoices on Xero in line with funder agreements - noting instalment dates and receipts\u003c/li\u003e\n\u003cli\u003ePreparing payroll each month, ensuring everything happens on time and coordinating with our payroll agency. (This may only be a temporary responsibility)\u003c/li\u003e\n\u003cli\u003eProcessing and reconciling payments. This includes:\na. Reconciling bank receipts and chasing late payments\nb. Processing supplier invoices and payments\nc. Monitoring our team’s Pleo card expenses and posting on Slack to our team for authorisation\nd. Managing the subscriptions on Pleo cards (this is likely a temporary responsibility until our People \u0026amp; Ops Manager returns from sabbatical\nleave)\u003c/li\u003e\n\u003cli\u003ePreparing some financial reports and accounts. This includes accounts to trial balance, and ad hoc reports from Xero when our team have finance queries or need support\u003c/li\u003e\n\u003cli\u003eSupporting with finance projects which make our finance systems work more eciently, simply and sustainably e.g. helping to update our budget spreadsheets and approach to budgeting, or moving to a new bank\u003c/li\u003e\n\u003cli\u003eSupporting the Head of Finance with budgets, financial planning and reports and any other ad hoc finance tasks\u003c/li\u003e\n\u003cli\u003eBeing part of Ops Hub shared work and cross-organisational work and team days\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch2\u003eBenefits\u003c/h2\u003e\n\u003cp\u003ea 28-hour week, 7.5% employer matched pension, flexible working, 20 days holiday per year (25 days pro rated for a 4 day week), plus bank holidays and Christmas break, a progressive Parenting Policy, Sabbatical Policy, and a generous staff development budget\u003c/p\u003e\n\u003ch2\u003eReporting to\u003c/h2\u003e\n\u003cp\u003eHead of Finance\u003c/p\u003e", "summary": "\u003cp\u003eAt NEON, we know that you can’t separate the external work of the organisation from the internal work. They are so interlinked and interdependent that they both have to be given priority and resources if we want to achieve high impact. We see them as inseparable. So the purpose of this role is to support NEON achieving its mission by ensuring the smooth running of NEON’s finance systems and processes. You’ll do this by delivering on the main financial tasks day-to-day, and support with finance projects aimed at improving NEON’s systems.\u003c/p\u003e\n\u003ch2\u003eLocation\u003c/h2\u003e\n\u003cp\u003eHybrid working. Our flexible working policy requires everyone to be in our east London office for 25% of the time as a minimum because building in-person relationships is important to us (that could be one week a month, or a day or two a week), but you’re welcome to be there more as many staff are.\u003c/p\u003e\n\u003ch2\u003eHours\u003c/h2\u003e\n\u003cp\u003eFull-time, which for NEON is 28 hours a week - the equivalent of a 4 day standard work week. This can be done over 4 or 5 days, that’s totally up to you. Hours are generally flexible, with some core meetings everyone has to be at.\u003c/p\u003e\n\u003ch2\u003eKey Responsibilities:\u003c/h2\u003e\n\u003col\u003e\n\u003cli\u003eDoing all of our day-to-day fundraising administration to keep us well-organised and compliant. This includes:\na. Recording and monitoring fundraising data using our Fundraising Tracking Database\nb. Keeping all of our grant agreements, contracts and other relevant documentation ell-organised on GDrive and elsewhere\nc. Ensuring compliance with the financial requirements of the grant agreements, and updating and maintaining the grant payments schedule\nd. Raising invoices on Xero in line with funder agreements - noting instalment dates and receipts\u003c/li\u003e\n\u003cli\u003ePreparing payroll each month, ensuring everything happens on time and coordinating with our payroll agency. (This may only be a temporary responsibility)\u003c/li\u003e\n\u003cli\u003eProcessing and reconciling payments. This includes:\na. Reconciling bank receipts and chasing late payments\nb. Processing supplier invoices and payments\nc. Monitoring our team’s Pleo card expenses and posting on Slack to our team for authorisation\nd. Managing the subscriptions on Pleo cards (this is likely a temporary responsibility until our People \u0026amp; Ops Manager returns from sabbatical\nleave)\u003c/li\u003e\n\u003cli\u003ePreparing some financial reports and accounts. This includes accounts to trial balance, and ad hoc reports from Xero when our team have finance queries or need support\u003c/li\u003e\n\u003cli\u003eSupporting with finance projects which make our finance systems work more eciently, simply and sustainably e.g. helping to update our budget spreadsheets and approach to budgeting, or moving to a new bank\u003c/li\u003e\n\u003cli\u003eSupporting the Head of Finance with budgets, financial planning and reports and any other ad hoc finance tasks\u003c/li\u003e\n\u003cli\u003eBeing part of Ops Hub shared work and cross-organisational work and team days\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch2\u003eBenefits\u003c/h2\u003e\n\u003cp\u003ea 28-hour week, 7.5% employer matched pension, flexible working, 20 days holiday per year (25 days pro rated for a 4 day week), plus bank holidays and Christmas break, a progressive Parenting Policy, Sabbatical Policy, and a generous staff development budget\u003c/p\u003e\n\u003ch2\u003eReporting to\u003c/h2\u003e\n\u003cp\u003eHead of Finance\u003c/p\u003e", "date_published": "2025-05-20T00:00:00Z", "date_modified": "2025-05-20T15:57:55Z", "author": { "name": "crew@apply (apply.coop)" }, "authors": [ { "name": "crew@apply (apply.coop)" } ] } ] }