Current jobs related to Bank Funding Specialist - Naperville - Pma Financial Network

  • Investment Operations Specialist

    1 week ago

    Naperville, Illinois, United States Pma Financial Network Full time

    Job DescriptionSummaryThe Investment Operations Specialist is responsible for providing middle office money movement across various investment and banking platforms. The primary responsibility is the transfer of investment funds via Fed-Wire transfers and ACH transactions.Key Responsibilities:Consistently demonstrates exceptional internal and external...

  • Data Entry Clerk

    1 week ago

    Naperville, Illinois, United States U.S. Bank Full time

    Job SummaryWe are seeking a highly skilled Data Entry Clerk to join our team at U.S. Bank. As a Data Entry Clerk, you will be responsible for accurately and efficiently entering data into computer systems, maintaining filing systems, and performing other administrative tasks as needed.Key ResponsibilitiesEnter data into computer systems with high accuracy...

  • Mortgage Loan Specialist

    5 days ago

    Naperville, Illinois, United States Fifth Third Bank, N.A. Full time

    Job Summary:Fifth Third Bank, N.A. is seeking a skilled Mortgage Loan Originator to join our team. As a Mortgage Loan Originator, you will be responsible for originating residential 1st mortgage loans for outside referrals, meeting sales and cross-selling objectives, and assuming overall responsibility for the loan from application to closing.Key...

  • Culinary Specialist

    1 week ago

    Naperville, Illinois, United States Marriott International, Inc Full time

    Job SummaryAs a Culinary Specialist at Marriott International, Inc, you will be responsible for preparing ingredients for cooking, including portioning, chopping, and storing food. You will also wash and peel fresh fruits and vegetables, weigh, measure, and mix ingredients, and prepare and cook food according to recipes, quality standards, presentation...

  • Culinary Specialist

    2 weeks ago

    Naperville, Illinois, United States Marriott International, Inc Full time

    Job SummaryWe are seeking a skilled Culinary Specialist to join our team at Courtyard Chicago Naperville. As a key member of our food and beverage team, you will be responsible for preparing and cooking food to the highest standards, ensuring a seamless dining experience for our guests.Key ResponsibilitiesPrepare ingredients for cooking, including...

  • Office Support Specialist

    1 week ago

    Naperville, Illinois, United States Woody Buick GMC of Naperville Full time

    Job Opportunity at Woody Buick GMC of NapervilleWe are seeking a highly skilled and detail-oriented Office Support Specialist to join our team at Woody Buick GMC of Naperville. As a key member of our office team, you will be responsible for providing administrative support to our sales and service departments.Key Responsibilities:Reconcile vendor statements...

  • Financial Specialist I

    4 weeks ago

    Naperville, Illinois, United States Naper Settlement Full time

    Job SummaryNaper Settlement is seeking a highly skilled Financial Specialist I to join our team. As a key member of our finance department, you will be responsible for processing and recording financial transactions, generating financial statements, and assisting in the budget process.This is a unique opportunity to work in a dynamic and fast-paced...

  • Quality Assurance Specialist

    4 weeks ago

    Naperville, Illinois, United States RIT Solutions, Inc. Full time

    QA Analyst Job DescriptionRIT Solutions, Inc. is seeking a skilled QA Analyst to join our team.Key Responsibilities:Conduct thorough testing and quality assurance of banking software applications.Identify and report defects, and collaborate with development teams to resolve issues.Develop and maintain test plans, test cases, and test scripts.Communicate...

  • Culinary Specialist

    2 weeks ago

    Naperville, Illinois, United States Marriott International, Inc Full time

    Job Title: CookMarriott International, Inc is seeking a skilled Cook to join our team at Courtyard Chicago Naperville. As a key member of our culinary team, you will be responsible for preparing and cooking food to the highest standards, ensuring a memorable dining experience for our guests.Key Responsibilities:Prepare ingredients for cooking, including...

  • Bilingual Customer Service Specialist

    3 weeks ago

    Naperville, United States Sherwin-Williams Full time

    Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay...

  • Compliance Analyst

    4 weeks ago

    Naperville, Illinois, United States Illinois Credit Union League Full time

    Job DescriptionAt the Illinois Credit Union League, we are seeking a highly skilled Compliance Analyst to join our team. As a Compliance Analyst, you will play a critical role in ensuring that our member credit unions comply with all relevant laws and regulations.Key Responsibilities:Monitor and analyze laws and regulations related to credit union...

  • Digital Marketing Strategist

    1 week ago

    Naperville, Illinois, United States HealthCare Associates Credit Union Full time

    Job DescriptionHealthCare Associates Credit Union is seeking a highly skilled Digital Marketing Specialist to join our team. As a key member of our marketing department, you will be responsible for developing and implementing comprehensive digital marketing strategies that align with our overall business objectives.Key Responsibilities:Develop and implement...

  • Digital Marketing Strategist

    1 week ago

    Naperville, Illinois, United States HealthCare Associates Credit Union Full time

    Job DescriptionWe are seeking a highly skilled Digital Marketing Specialist to join our team at HealthCare Associates Credit Union. As a key member of our marketing team, you will be responsible for developing and implementing comprehensive digital marketing strategies to drive member acquisition and engagement.Key Responsibilities:Develop and implement...

  • Financial Advisor

    3 weeks ago

    Naperville, United States Thrivent Full time

    About the jobMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives...

  • Financial Advisor

    1 week ago

    naperville, United States Thrivent Full time

    About the jobMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives...

  • Financial Advisor

    1 week ago

    naperville, United States Thrivent Full time

    About the jobMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives...

  • Chief Financial Officer

    4 weeks ago

    Naperville, United States Spring-Green Enterprises Inc. & Subsidiaries Full time

    Spring-Green Enterprises is the parent company of progressive national service providers and industry leading franchisors, in need of a Chief Financial Officer based out of our Naperville, IL location Our business is growing, and we need you to grow with us. This key position will oversee and direct the Accounting, Human Resources, and Risk Management...

  • Especialista en servicio al cliente en tienda

    3 weeks ago

    Naperville, United States Sherwin-Williams Full time

    Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay...

  • Bilingual Customer Service Specialist

    2 days ago

    Naperville, IL, United States Sherwin-Williams Full time

    Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay...

Bank Funding Specialist

4 months ago

Naperville, United States Pma Financial Network Full time
Job DescriptionJob Description

Summary

Funding Associate contacts banks to establish new relationships, maintain current relationships, and establish funding capacities.

Essential Functions

Cold calls banks and Credit Unions to develop deposit programs

Provide ongoing relationship servicing with clients to maintain goodwill and gain additional business.

Responds promptly to customer inquiries and requests regarding account.

Maintains client database regarding authorized signors, account maintenance and agenda.

Consistently demonstrates exceptional internal and external service with clients, along with the core values: Integrity, Commitment and Performance

Spearheads exceptional, long lasting client relationships and achieve revenue goals.

Steward of compliance, coordinates with company staff to gather, analyze, summarize, and prepare recommendations and reports.

Responsible for continuous CRM database maintenance documenting the number of new sales call leads (proactive, respectful cold-calling per week, per month); strategies implemented for best practices and lessons learned, most importantly objective metrics.

Develops and monitors sources for new bank leads.

Generates and screens leads following establishment policies and procedures to attain new business relationships.

Contacts (calls and visits) targeted banks to maintain current relationships, develop new banking relationships and discuss bank funding needs.

Contacts banks to determine current, next day and future capacities and contacts banks to review certificate of deposit rates and funding needs.

Monitors investment purchases and trade processing.

Monitors weekly maturity listing and contact banks regarding rolling and replacing funds.

Coordinates certificate of deposit bid activity, builds quotes for certificates of deposit and provides analyst with bid information, results, and processing.

Monitors weekly maturity listing and contact banks regarding rolling and replacing funds.

Assists with the setup, updating, and maintain or procedural documentation for certificate of deposit operations and bank funding issues.

Other duties and responsibilities as assigned by management.

Education and/or Experience

Bachelor’s degree (B.A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.

Knowledge, Skills and/or Experience

Interpersonal:

Ability to take initiative and willingness to go the extra mile for our clients.

Attention to detail.

Ability to prioritize work with many conflicting deadlines.

Ability to work well under pressure.

Ability to collaborate and problem solve with both technology and business team members.

Communication:

Excellent English communication skills, both written and verbal

Licenses, Registrations and Certifications

Regulatory Licensures: Series 7 & Series 63