Banking and Insurance Jobs in the United States
Barclays
New York, NY
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs. Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
JPMorgan Chase
$175000 - $225000
New York, NY
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Essent Guaranty, Inc.
Coraopolis, PA
NYSE: ESNT) is a Bermuda-based holding company (collectively with its subsidiaries, "Essent") which serves the housing finance industry by offering private mortgage insurance, reinsurance, risk management products and title insurance and settlement services to mortgage lenders, borrowers, and investors to support homeownership. Ability to read and interpret documents such as underwriting guideline matrix, lender’s instructions, trust agreements, and purchase contracts.
GIA Legacy Planning
Hallettsville, Texas
At GIA Legacy Planning, we empower agents with training and mentorship to become trusted advisors in cash flow banking, generational wealth planning, and tax-free retirement using life insurance. Are you curious about Infinite Banking, tax-free wealth strategies, and how to create real financial impact for families?.
GIA Legacy Planning
Coppell, Texas
At GIA Legacy Planning, we empower agents with training and mentorship to become trusted advisors in cash flow banking, generational wealth planning, and tax-free retirement using life insurance. Are you curious about Infinite Banking, tax-free wealth strategies, and how to create real financial impact for families?.
Graham Technologies
Falls Church, VA
The Consultant SME will support blood comparability assessments, evaluate domestic and international blood supply chain capabilities, validate technical aspects of operational reporting, and provide expert guidance to ensure the integrity, safety, and regulatory compliance of blood program initiatives supporting military readiness. At Graham Technologies, we've built a family-oriented environment where team members are encouraged to maintain a healthy work-life balance, pursue their passions, and grow professionally through flexible schedules, continued education, and a strong sense of community.
JPMorgan Chase
$36.54 - $48.56
San Francisco, CA
Support the physical site support demands required including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Huntington National Bank
Charlotte, NC
The HFA Region Manager oversees regional sales activities, regulatory compliance, field operational execution and care for HFA clients to include their planning, advisory, brokerage and insurance solutions. Summary: The HFA Region Manager is an excellent career opportunity to lead and manage a team of Financial Advisors supporting a Retail Banking branch network.
Huntington
Charlotte, NC
The HFA Region Manager oversees regional sales activities, regulatory compliance, field operational execution and care for HFA clients to include their planning, advisory, brokerage and insurance solutions. The HFA Region Manager is an excellent career opportunity to lead and manage a team of Financial Advisors supporting a Retail Banking branch network.
One Community Bank
Adams, WI
As a Full Time Commercial Banking Officer at One Community Bank, you will take on the exciting challenge of developing and managing a diverse commercial lending portfolio while fostering strong client relationships. A successful candidate will also have excellent interpersonal skills to foster strong relationships with clients and the community, combined with a proactive approach to customer service and sales.
Gables Search Group
$115000 - $130000
Philadelphia, PA
The role focuses on representing lenders in mortgage foreclosure and related banking matters, offering consistent workflow and a stable platform within a sophisticated litigation environment. It is an excellent fit for an attorney seeking long-term stability, substantive legal work, and a collegial professional environment outside the traditional partnership-track model.
First Security Bank Missoula
Missoula, Montana
Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes. Throughout the 10-Week program, you and the members of the 2026 cohort will step directly into the world of commercial banking by taking part in a simulated commercial lending engagement, as well as contributing to current projects that will have you working alongside experienced bankers in real time.
Charles Schwab
Orlando, FL
The Specialist will interact with other teams including Financial Crimes Risk Management, Identity Theft, and the Senior Vulnerable Investor teams to review and resolve cases in addition to communications with internal and external clients. + Making proper and timely escalations in situations involving account takeover fraud, new account fraud, Senior and Vulnerable Investors, scams, and potential violations of an OFAC or AML nature.
Government of the Virgin Islands
Saint Croix, VI
Four members appointed by the Governor with the advice and consent of the Legislature; The Lieutenant Governor, who shall serve as Chairman of the Board; The Commissioner of Finance, who shall be a member ex officio, and who shall serve as Secretary of the Board. In accordance with Virgin Islands Code Title 3 Chapter 3 § 42 the banking board is established within the Lieutenant Governors Banking, Insurance and Financial Regulation Division.
Heritage Bank NW
$83370 - $104213
Portland, OR
This position provides a full range of commercial banking services, including developing new business and client relationships; producing a variety of commercial loans; generating and managing a portfolio of business and corresponding relationships; seeking new accounts through calling efforts, marketing, and referrals; as well as coordinating the cross-sale and delivery of bank products and services to clientele while serving as a trusted advisor. Travel Time: Varies – 50%; Willingness to travel to other branch, customer, business locations, and meeting sites, which may include overnight travel and extended stay availability when needed; valid driver’s license, clean driving record, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions.
Heritage Bank NW
$80168.4 - $94742
Portland, OR
Level III - 7 years recent and progressively responsible relationship management / business development experience, providing financial expertise, counsel, and customized solutions to business clients, with proven experience successfully managing complex commercial banking deposit relationships in a financial services industry required. • Level II - 5 years recent and progressively responsible relationship management / business development experience, providing financial expertise, counsel, and customized solutions to business clients, with proven experience successfully managing complex commercial banking deposit relationships in a financial services industry required.
Frontline Source Group Holdings, LLC dba dfwHR
Houston, TX
Previous experience as a legal assistant in Banking and or Finance may consider commercial lending. Our client is seeking a Legal Assistant to support it's Banking & Finance practice in Houston, TX.
Liberty Bay Credit Union
$100000 - $150000
Braintree, MA
We need a leader to elevate our branch experience, bridging the gap between digital convenience and human advice, and turning our trusted service centers into true relationship engines. Minimum 10 years of retail banking experience, ideally in a multi-site leadership role (Regional or Network oversight).
The McLean Group
McLean, VA
Support senior bankers in building financial models to value potential clients, and researching and creating marketing pitch materials. M&A or Transaction Advisory Services internships and related experience strongly preferred.
WSFS Bank
$48416 - $79541.75
Wilmington, DE
Tasks include but are not limited to analyze executed documents for accuracy and completeness, identify any closing errors or missing items on the E&O tracking report, be responsible and take ownership of E&O tracking report, perform a monthly review of E&O’s to ensure collateral is properly secured, and communicate with internal partners, Vendors and Client’s when additional information is required. The incumbent will be responsible for post-closing review of all new, renewed, and modified Business Banking loans to ensure they have been documented in accordance with the approved terms, including identification and tracking of missing documentation (E&O).
Infopro Digital Services Limited
$60000 - $90000
Nashville, TN
Great Place To Work Certification is a highly coveted achievement that requires consistent and intentional dedication to the overall employee experience," says Sarah Lewis-Kulin, the Vice President of Global Recognition at Great Place To Work. Great Place To Work® is the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver market-leading revenue, employee retention and increased innovation.
WSFS Bank
$90604 - $148847.5
Wilmington, DE
This role will serve as a subject matter expert within the Consumer Bank as well as a point person to the Risk Division (ERM, Compliance, etc.) and Internal Audit; ensuring timely identification, assessment, escalation, and remediation of all applicable categories of risk (Credit, Interest Rate, Liquidity, Price/Market, Operational, Compliance, Strategic, and Reputational risk), and emerging risks as required by applicable Risk Division policies/programs. Build and successfully manage relationships with key stakeholders and senior leadership within the Consumer Bank to maintain knowledge and awareness of departmental operations, risk management developments, and new/changes to processes, products, services, and initiatives.
Pyramid Consulting, Inc
$30 - $31
Atlanta, GA
2 years of experience in a call center setting, focused on areas such as financial risk management, fraud prevention, payments/merchant service processing, banking operations, or fintech. High-Stakes De-escalation: Serve as a calm, empathetic voice for merchants facing stressful financial holds, turning difficult conversations into professional, resolution-based experiences.
Nassau Financial Federal Credit Union
$20 - $23
East Meadow, New York
General:Cross-sell appropriate products suited to member’s profile and confirmed through needs-based questions to attain sales goals covering member acquisition, new checking accounts, loan production, cross-sell, and insurance-related policies. Implements effective presentation skills to clearly communicate needs-based solutions and problem resolution by controlling call flow, maintaining a steady pace and tone, and confirming transactions in accordance with member requests.
American Commercial Bank & Trust
Lisle, IL
This individual will be responsible for processing approved loan requests from inception to closing, maintaining exception-free credit files, and managing a growing portfolio of loan and deposit clientele. This customer service role works in tandem with Commercial Loan Officers to compile and prepare loan presentation summaries in a timely and accurate manner.
WSFS Bank
$92869 - $152569
Berwyn, PA
Actively participate in community functions, and continue to expand their knowledge in all Private Banking and wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning. The Relationship Manager will primarily manage Private Banking relationships for high net worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit, deposit products and and wealth management services.
MCI
Las Cruces, NM
MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
Workway
$75000 - $120000
Irvine, CA
Serve as the primary contact for prospective clients and generate new business within specialty deposit sectors, including escrow, property management, payroll, insurance, small-to-mid-size businesses, MSBs, and related industries, with a focus on non-interest-bearing (NIB) deposits. Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location.
The First National Bank in Sioux Falls
Sioux Falls, SD
The Bank strives to continually be recognized as a community leader by reinvesting financial resources back into the communities it serves and encouraging active employee involvement in community volunteer organizations. One or more years of relevant work experience including banking or related field, or a combination of education/experience that would enable incumbent to meet accountabilities and required competencies of the position.
Kforce Inc.
$55
Phoenix, AZ
Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
WSFS Bank
$64491 - $105949.5
Wilmington, DE
The incumbent will effectively manage the transfer of knowledge related to sales processes, products, services, soft skills, leadership, performance management, and policies while applying adult learning theory to ensure participant comprehension and job ready performance. $64,491.00 - $105,949.50Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
WSFS Bank
$75502 - $124039
Wilmington, DE
Collaborate Across Services: Partner with wealth advisors, trust officers, and private banking teams to deliver seamless integrated solutions that honor clients’ long-term aspirations. $75,502.00 - $124,039.00Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
Wsfs Financial
Wilmington, Delaware
Tasks include but are not limited to analyze executed documents for accuracy and completeness, identify any closing errors or missing items on the E&O tracking report, be responsible and take ownership of E&O tracking report, perform a monthly review of E&O's to ensure collateral is properly secured, and communicate with internal partners, Vendors and Client's when additional information is required. The incumbent will be responsible for post-closing review of all new, renewed, and modified Business Banking loans to ensure they have been documented in accordance with the approved terms, including identification and tracking of missing documentation (E&O).
First Security Bank Bozeman
Bozeman, Montana
About the Role: Under general supervision of the VP Commercial Relationship Manager, conformance with established policies and procedures the Business Banking Specialist will provide direct assistance to the Loan Officers for onboarding new business banking accounts and business banking related products, including promotion and support of the involvement in the Commercial Card program. Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.
Ocean Bank
Miami, Florida
Perform wide range of services including document preparation, account servicing/maintenance (address change, stop payments, account closings, transfers, possible notary, processing check orders), and problem resolution efficiently and consistently. Assists with the management of relationships, such as with customer transactions, loans, credit analysis, overdrafts, return item processing, customer service inquiries and other general administrative support.
DBL Law
Covington, KY
In addition to practicing law, DBL is focused on improving the community by encouraging all its lawyers and staff to serve on the boards of numerous charitable and non-profit organizations. This position will perform associate-level legal work for the Banking/Transactional practice group, as well as occasionally support the Corporate and Real Estate practice areas as needed.
Community Bank System Inc.
Easton, PA
Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.
Fiserv
$59500 - $93100
Jefferson City, MO
As a Digital Banking Account Executive at Fiserv, you will play a pivotal role in managing digital channels and electronic payments relationships with clients across North America. + Develop and manage Client Action Plans for key clients, cultivate and maintain Client References, and serve as the point of contact for engaging on client satisfaction issues.
Heritage Bank
$91707 - $114639
Bellevue, WA
This positionprovides a full range of commercial banking services, including developing new business and client relationships; producing a variety of commercial loans; generating and managing a portfolio of business and corresponding relationships; seeking new accounts through calling efforts, marketing, and referrals; as well as coordinating the cross-sale and delivery of bank products and services to clientele while serving as a trusted advisor. Travel Time: Varies – 50%; Willingness to travel to other branch, customer, business locations, and meeting sites, which may include overnight travel and extended stay availability when needed; valid driver’s license, clean driving record, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions.
UMB Bank
$56890 - $109270
Abilene, TX
As one of UMB’s leading lines of business, the Business Banking Relationship Officers are responsible for helping grow the Business Banking loan portfolio, and selling other related revenue generating services to clients. + You will utilize your negotiation skills to negotiate loan proposals, analyze & evaluate credit requests & write loan commitments, for presentation to underwriter or loan committee for loan approval.
NBH Bank
Greenwood Village, CO
Desired Skills: Ideal candidates for this position should possess some or all of the following skills: Bachelor's Degree or higher 3-4 years of cash handling or financial service experience 2+ Years of demonstrated successful sales experience 4-5 years of relevant job experience Bilingual language skills Passionate and motivated self-starter A passion for educating clients on banking products and digital technologies available at the bank Strong work ethic and ability to complete work accurately Ability to think logically in order to analyze situations and make sou d decisions Ability to handle multiple tasks simultaneously Capacity to work with multiple computer and software systems Ability to calculate figures and amounts such as cash back and percentages Work Environment: We are a culture that believes that people are our greatest asset and are at the heart of everything we do. Additionally, Assistant Banking Center Managers are expected to assist other departments as needed, build a great rapport with clients and fellow associates, while treating others with respect and consideration regardless of their status or po Minimum Requirements: Associates Degree or equivalent Become registered and licensed in the Nationwide Mortgage Licensing System and Registry (NMLS) as required by the S.A.F.E.
UMB Bank
$57760 - $124170
Phoenix, AZ
You will monitor & manage existing credit relationship, which includes note renewals, reviewing & detailed analysis of current financial statements & collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions & covenant monitoring, compiling reports necessary to monitor asset & credit quality and compliance with policy/regulation. + You will negotiate loan proposals, analyze & evaluate credit requests & write loan commitments, recommend appropriate credit grade, make oral/written presentation to underwriter or loan committee, and implement approval/declination action.
Timberline Bank
$32300 - $43700
Grand Junction, CO
Banking Specialist I and II Key Competencies: Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations; and follow up with others to ensure that agreements and commitments have been fulfilled. Assist consumer and business customers with domestic and international wires, familiarity with wire procedures, fees, and customer inquiries, working with the Wire Team as needed to resolve issues.
Trustmark Bank
The Woodlands, Texas
Level II Additional Position Summary: The purpose of this job is to utilize advanced knowledge and experience of acceptable commercial lending practices to provide support for multi Commercial Relationship Managers II or III with (all of the duties of Community Banking Assistant I, plus) complicated portfolio management, perfection of loan documentation, and technical assistance, as needed, to ensure timely and accurate coordination of reviews, loan renewals, loan modifications, exceptions and compliance resolution, and all other aspects of the commercial lending and portfolio management processes. Gather information and prepare loan applications, disburse loan advances, accurately quote payoffs, order credit reports, pull financial statements, collect and review documentation for accuracy and compliance prior to submission for processing, manage exception list, work closely with Relationship Managers in attaining and approving collateral releases, complete, file and release Universal Commercial Code (UCCs), complete application for Letters of Credit, and retrieve and utilize information on sweep accounts.
TEKsystems
Lynnwood, WA
We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change.
fas mart
Richmond, Virginia
Cleans all areas, using proper cleaning procedures and materials, including (but not limited to) counter tops, microwaves, shelves, floors, windows, cooler doors, food service equipment, restrooms and parking lots. We are currently ready to hire a friendly, experienced Sales Associate/ Customer Service Team Leader that enjoys delivering 100% customer satisfaction!
MCI
Dallas, TX
MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
Aminov Search Partners
$115000
Philadelphia, PA
The position primarily involves representing lenders in mortgage foreclosures and related banking disputes, providing a consistent workflow and a supportive environment for sophisticated litigation tasks. - Comprehensive benefits package includes health, dental, vision insurance, parental leave, commuter benefits, employee support programs, paid time off, emergency childcare services, as well as retirement savings plans.
Wells Fargo
$167000 - $260000
SAN JOSE, CA
Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues. + Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions.
Fulton Bank
$139300 - $232200
Hunt Valley, Maryland
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Fulton resources and materials to develop business network and prospects. Contribute to the profitability and growth of Fulton's commercial banking by building, developing and managing new and existing client relationships with businesses with revenue of $100 million dollars or more.