Current jobs related to Wealth Management Banking Officer - Jackson, Mississippi - First Interstate Bank
-
Trust Officer
1 week ago
Jackson, Mississippi, United States First Western Full timeh3Job Overview/h3pWe are seeking a highly skilled Trust Officer to join our team at First Western. As a key member of our trust administration team, you will play a vital role in helping high-net-worth clients achieve their financial goals./ppAs a Trust Officer, you will be responsible for maintaining relationships with trust accounts, developing and...
-
Wealth Management Client Support Specialist
1 week ago
Jackson, Mississippi, United States First Horizon Bank Full timeJob SummaryThe Wealth Management Client Coordinator will be actively involved in supporting advisors through a full-service platform. This role assists in achieving sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Coordinator helps gauge and enhance client satisfaction and...
-
Mortgage Banking Officer
2 weeks ago
Jackson, Mississippi, United States City National Bank Full timeAbout the OpportunityThe External Loan Officer, Mortgage Banking role is responsible for originating residential mortgage loans by developing business relationships with real estate professionals, builders, and other potential referral sources. This role involves working outside of the office to generate leads and establish a network of clients. The loan...
-
Senior Banking Manager
2 weeks ago
Jackson, Mississippi, United States First Western Full timeJob OverviewFirst Western is seeking a seasoned banking professional to lead our Private Banking team. As a VP of Deposit Management, you will be responsible for managing and directing the work of local Private Banking team members, ensuring client segment service standards, and managing office coverage and time off requests.Key ResponsibilitiesManage new...
-
Senior Financial Advisor
2 weeks ago
Jackson, Mississippi, United States Fiorito Wealth Management Full timeAbout the RoleAs a Financial Advisor at Fiorito Wealth Management, you will play a key role in helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your responsibilities will include building long-term relationships with clients, understanding their unique needs, and providing...
-
Jackson, Mississippi, United States Fiorito Wealth Management Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Representative to join our team at Northwestern Mutual. As a Financial Representative, you will play a critical role in helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.Key ResponsibilitiesClient...
-
VP, Banking Director
1 month ago
Jackson, Mississippi, United States First Western Full timeJob Title: VP, Banking ManagerWe are seeking a highly skilled and experienced VP, Banking Manager to join our team at First Western. As a key member of our banking team, you will play a vital role in helping high-net-worth clients achieve their financial goals.Key Responsibilities:Manage and direct the work of the local Private Banking team members, ensuring...
-
Assistant Manager
4 weeks ago
Jackson, Mississippi, United States Absolute Storage Management Full timeJob Title: Assistant ManagerAt Absolute Storage Management, we are seeking a highly motivated and customer-focused Assistant Manager to join our team. As a key member of our management team, you will be responsible for providing exceptional customer service, driving sales growth, and maintaining a clean and organized facility.Key Responsibilities:Assist...
-
Branch Banking Leader
3 days ago
Jackson, Mississippi, United States Flagstar Bank Full timeJob Summary:A Branch Banking Leader at Flagstar Bank is responsible for coaching a high-performing branch team to meet and exceed performance targets. This role involves teaching, training, and modeling sales behaviors while ensuring operational excellence.Key Responsibilities:Business Performance: Drive market growth of primary client relationships and...
-
Traveling Business Office Manager
4 days ago
Jackson, Mississippi, United States Diversicare Support Center(BSC) Full timeOverviewWe are seeking a highly skilled Business Office Manager to join our team at Diversicare Support Center (BSC). As a Business Office Manager, you will be responsible for managing the business operations of our skilled nursing and long-term care centers.Key Responsibilities:Travel to facilities identified as in need of a Business Office Manager and...
-
Business Office Manager
3 weeks ago
Jackson, Mississippi, United States Diversicare Support Center(BSC) Full time{"h3": "Overview ", "p": "At Diversicare Support Center (BSC), we are seeking a highly skilled Business Office Manager to join our team. As a Business Office Manager, you will be responsible for providing exceptional support to our facilities, ensuring accurate and timely financial management, and promoting a culture of excellence. ", "ul": [{"li": "Travel...
-
Business Office Manager
2 weeks ago
Jackson, Mississippi, United States Diversicare Support Center(BSC) Full timeAbout UsDiversicare Support Center (BSC) is a leading provider of post-acute care services, operating 45 skilled nursing and long-term care centers in eight states across the Southeast, Midwest, and Southwest United States.We are committed to improving every life we touch by providing exceptional healthcare and exceeding expectations. Our mission is guided...
-
Commercial Banking Specialist
2 weeks ago
Jackson, Mississippi, United States gpac Full timeJob Title: Commercial Relationship ManagerGPAC is seeking an experienced Commercial Relationship Manager to join our team. As a key member of our commercial lending team, you will be responsible for developing and maintaining new business relationships with commercial clients, while providing exceptional customer service and support.Responsibilities:Identify...
-
Senior Small Business Banking Consultant
4 days ago
Jackson, Mississippi, United States Flagstar Bank Full timeJob SummaryA Senior Small Business Banking Consultant is responsible for meeting the needs of Small Business clients in the Consumer Bank. This involves a team approach, working directly with clients, branch bankers, underwriters, and product specialists through telephone contact.Key ResponsibilitiesManage and grow Small Business client relationships,...
-
Senior Commercial Banking Specialist
2 weeks ago
Jackson, Mississippi, United States gpac Full timeJob Title: Commercial Relationship ManagerGPAC, an award-winning search firm, is seeking an experienced Commercial Relationship Manager to join our team.About the Role:We are looking for a seasoned Commercial Relationship Manager to develop and maintain strong relationships with commercial banking clients. The ideal candidate will have a strong background in...
-
Bank Clerk Position
4 weeks ago
Jackson, Mississippi, United States Quality Talent Group Full timeAbout the RoleWe are seeking a highly skilled and motivated Bank Clerk to join our team. As a Bank Clerk, you will be responsible for providing exceptional customer service and support to our clients. You will work closely with our team to ensure that our clients receive the best possible service and support.Key ResponsibilitiesProvide exceptional customer...
-
Senior Commercial Banking Specialist
4 days ago
Jackson, Mississippi, United States gpac Full timeJob Title: Commercial Relationship ManagerJob Summary:We are seeking an experienced Commercial Relationship Manager to join our team at GPAC. As a key member of our commercial lending team, you will be responsible for developing and maintaining new business relationships with commercial clients, while also providing exceptional customer service and...
-
Business Office Manager
2 weeks ago
Jackson, Mississippi, United States Diversicare Support Center(BSC) Full timeAbout UsDiversicare Support Center (BSC) is a leading provider of post-acute care services to patients and residents at 45 skilled nursing and long-term care centers in eight states.We are committed to improving every life we touch by providing exceptional healthcare and exceeding expectations.Our five Core Values - Integrity, Excellence, Compassion,...
-
Jackson, Mississippi, United States Apex Real Estate and Property Management Full timeJob SummaryWe are seeking a highly skilled Senior Accounting Manager to join our team at Apex Real Estate and Property Management. As a key member of our financial team, you will be responsible for managing our company's financial operations, including monthly invoicing, accounts payable and receivable, and financial reporting.Key Responsibilities:Manage...
-
Tax Office Manager
4 days ago
Jackson, Mississippi, United States H&R Block Full timeJob Title: Tax Office ManagerAbout the Role:At H&R Block, we're looking for a skilled Tax Office Manager to lead our team of tax professionals. As a Multi-Unit Team Lead, you'll be responsible for managing multiple tax offices, providing leadership and development to our associates, and delivering an outstanding client experience.Key Responsibilities:*...
Wealth Management Banking Officer
2 months ago
**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .
This role is pivotal in delivering exceptional banking services.
What Matters Most to You
We recognize that your career is just one part of a fulfilling and intricate life. Therefore, we have crafted our compensation and benefits package to offer employees and their families a wide range of options.
Comprehensive Paid Time Off (PTO) alongside paid federal holidays. Employer-sponsored student debt repayment initiative. 401(k) retirement savings plan featuring a 6% match. The well-being of our communities is important to us. Discover more about our community engagement and why we want YOU to join us.We invite you to express your interest. Share how your strong work ethic and eagerness to learn make you an ideal candidate for #TeamFirstInterstate.
POSITION OVERVIEW
Engages, develops, and supports a diverse array of professional banking clients, with a focus on high net worth individuals and their associated enterprises. Provides comprehensive banking solutions including loans, deposits, and cash management services. Responsibilities encompass extending credit (primarily consumer with some commercial), delivering deposit-related services, offering financial guidance, and ensuring clients are informed about available services.
KEY RESPONSIBILITIES include, but are not limited to:
Directly oversee a designated portfolio of clients, enhancing customer satisfaction. Maintain and manage existing accounts in alignment with departmental goals for profitability and credit quality. Assess and analyze client assets, collaborating closely with our Wealth Management Group to deliver tailored investment advice. Participate in community engagement initiatives. Establish and negotiate terms with borrowers. Approve or decline loan applications. Prepare and present loan proposals exceeding lending limits to senior management or loan committees. Ensure adherence to relevant regulations and stay informed about changes in federal regulations and lending standards. Monitor loan repayments and initiate appropriate collection actions. Actively engage in new business development efforts. Generate and follow up on new business leads. Promote additional bank products.REQUIRED QUALIFICATIONS
To excel in this position, an individual must effectively perform each essential duty. The qualifications listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to fulfill essential functions.
EDUCATION and/or EXPERIENCE
A Bachelor's degree (B.A.) from an accredited four-year institution; or one to two years of relevant experience and/or training; or a combination of education and experience. Proficiency in Windows XP, MS Word, and MS Excel is required. Lending experience is preferred.
LANGUAGE SKILLS
Ability to read and interpret documents such as safety guidelines, operating instructions, and procedural manuals. Ability to write routine reports and correspondence. Ability to communicate effectively before groups of clients or employees.
MATHEMATICAL SKILLS
Ability to perform calculations and conduct spreadsheet analyses.
REASONING ABILITY
Ability to apply common sense understanding to execute instructions provided in written, oral, or diagrammatic form. Ability to address problems involving multiple concrete variables in standardized situations.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While executing the responsibilities of this position, the employee is regularly required to sit; use hands to manipulate, handle, or feel; and communicate verbally. The employee frequently is required to reach with hands and arms. The employee may occasionally need to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this role include close vision, distance vision, depth perception, and the ability to adjust focus.
WORK ENVIRONMENT
The characteristics of the work environment described here are representative of those an employee may encounter while performing the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The noise level in the work environment is typically moderate.
**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .
