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Banking Manager jobs in United States, Kentucky, Louisville

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Company
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Job title (1)
United States
Kentucky
Louisville
48 jobs found
18.11.2025
BOA

Bank Of America Financial Center Manager - St Matthews United States, Kentucky, Louisville

Limitless High-tech career opportunities - Expoint
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
Description:


This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Responsibilities:

  • Develops talent, including proactive sourcing of candidates
  • Manages client traffic, engaging and appropriately routing clients, and fostering client retention
  • Manages business results through formalized management routines and coaching
  • Creates a world class client experience environment
  • Manages market-level initiative prescribed by market leaders
  • Drives operational excellence by engaging employees on business strategy
  • Manages organizational priorities and effective execution

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
  • Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
  • Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
  • Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
  • People Manager & Coach: Knows and develops team members through coaching and feedback.
  • Financial Steward: Manages expenses and demonstrates an owner’s mindset.
  • Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
  • Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Skills:

  • Coaching
  • Customer Service Management
  • Customer and Client Focus
  • Performance Management
  • Talent Development
  • Business Operations Management
  • Recruiting
  • Result Orientation
  • Risk Management
  • Sales Performance Management
  • Inclusive Leadership
  • Leadership Development
  • Prioritization
  • Problem Solving
  • Referral Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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15.09.2025
BOA

Bank Of America Wealth Management Banking Specialist United States, Kentucky, Louisville

Limitless High-tech career opportunities - Expoint
Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations. Partners with Financial Advisor teams to...
Description:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:

This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Serve as a trusted business development partner to Merrill Financial Advisors in deepening banking relationships and growing deposits and uncovering additional opportunities to consolidate client wealth at Merrill Job expectations include exhibiting strong sales acumen with a proactive and consistent approach to engage Advisors and suggest tangible ways to grow client business. Identifying client deepening opportunities, providing comprehensive banking solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Bank of America specialists.

Responsibilities:

  • Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations
  • Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations
  • Onboard new Bank of America clients by understanding needs through client discovery and recommending best fit solutions from our full suite of products, digital platform and rewards
  • Provide the right level of guidance and resources to help advisor meet goals – driving growth, solving client needs and identifying new opportunities
  • Deliver on team strategic and financial objectives with a bottom-line focus on business metrics and results.
  • Deliver a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt
  • Ensures exceptional client experience by supporting the efficient and professional operational execution of tasks and conducting follow-up routines to meet client needs
  • Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs

Required skills:

  • Demonstrates proven results exceeding goals in a client-centric, results-driven environment
  • Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrate a commitment to providing personalized service
  • Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
  • Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
  • Is able to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
  • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
  • Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow your career
  • Applies strong critical thinking and problem-solving skills to meet clients’ needs
  • Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
  • Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
  • Is able to learn and understand technology to assist clients with the latest in Digital and Digital banking

Desired skills:

  • Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives
  • Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities
  • Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded
  • Prior experience providing excellent service to high-end clients and excelling in that environment

Skills:

  • Account Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Influence
  • Relationship Building
  • Advisory
  • Client Experience Branding
  • Executive Presence
  • Networking
  • Sales Performance Management
  • Analytical skills
  • Presentation skills
  • Influencing skills
  • Problem solving
  • Communication
  • Active listening
  • Relationship Building
  • Product Knowledge
  • Industry knowledge
  • Time management
  • Resilience
  • Collaboration
  • Business developer
  • Overcoming objections

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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15.09.2025
EY

EY Administrative Manager Supervising Associate - Louisville United States, Kentucky, Louisville

Limitless High-tech career opportunities - Expoint
Manages, counsels and negotiates assignments for approximately 30 executive assistants based on client need and resources. Solicits ongoing feedback from customers to evaluate and coach executive assistants on their performance....
Description:

You’ll implement administrative strategic plans as well asmaintain performance measurements for a customer base of 650-1,500 people. You’ll also monitor financial and operational performance in accordance with established administrative services parameters. We’ll look to you to effectively lead and develop individuals and teams by using people management processes and tools that involve staffing, training, supervising, coaching and performance management to achieve optimal performance.You’ll be part of a high-performing, diverse and inclusive team sharing best practices.


Your key responsibilities

  • Manages, counsels and negotiates assignments for approximately 30 executive assistants based on client need and resources
  • Solicits ongoing feedback from customers to evaluate and coach executive assistants on their performance
  • Sets up full project plans including; objectives, milestones, priorities, team, calendar and nature of deliverables
  • Demonstrates proactive business development by initiating discussions with existing internal customers onpossible additional work and satisfaction with current support
  • Coordinates and assists with budget planning and is responsible for operating within approved budget
  • Meets or exceeds the needs of our internal customers by partnering with other groups within the matrix organization, cultivating those relationships, aligning people and processes, and identifying workplace efficiencies to add value
  • Creates a teaming and knowledgetransfer culture
  • Participates on national projects
  • Collaborates across virtual teams to promote seamless service to customers

Skills and attributes for success

  • Ability to work with all levels within the firm and build solid relationships with internal groups
  • Exercises influence at many levels of the organization
  • Proactively identify and address project risks and opportunities
  • identify Can pinpoint alternative solutions when necessary
  • Excellent communications skills, attention to detail and strong organizational skills
  • Project management experience
  • Ability to instill confidence and provide leadership in managing people


To qualify for the role, you must have

  • Bachelor's degree in a related discipline, or equivalent work experience
  • 6-8 plus years of experience
  • 2 plus years of experience managing people
  • Proficiency in MS Word, Excel, PowerPoint, Teams and Outlook

Ideally, you’ll also have

  • Strong MS Office (e.g., Outlook, Excel, Word) and various IOS and Android mobile devices
  • Proficiency in MS SharePoint


At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $66,700 to $124,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $80,000 to $141,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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24.08.2025
BOA

Bank Of America Sr Relationship Manager - Global Commercial United States, Kentucky, Louisville

Limitless High-tech career opportunities - Expoint
Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future...
Description:

Job Description:


This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

  • Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs
  • Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
  • Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
  • Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
  • Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
  • Coaches and mentors peers, while utilizing leadership skills
  • Adapts to changes in sales practices and broader market and industry conditions as needed

Skills:

  • Client Management
  • Client Solutions Advisory
  • Prospecting
  • Relationship Building
  • Risk Management
  • Financial Analysis
  • Leadership Development
  • Project Management
  • Referral Identification
  • Sales Performance Management
  • Business Development
  • Client Experience Branding
  • Continuous Improvement
  • Data and Trend Analysis
  • Pipeline Management

Required Skills

  • Must have a minimum of 10 years' experience in Commercial Lending or Investment Banking.
  • Demonstrates ability to successfully manage an extensive portfolio of clients.
  • Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
  • Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
  • Strong corporate finance, capital markets and accounting acumen.
  • Financial modeling experience and the completion of a formal credit training is required.
  • Outstanding oral and written communication skills.
  • Demonstrated leadership ability.
  • Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
  • Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)

Desired Skills:

  • Local market knowledge
  • Strong Business Development

Minimum Education Requirement:

Undergraduate degree required: Majors in business, finance or economics preferred or equivalent experience.

1st shift (United States of America)

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20.08.2025
JPM

JPMorgan Business Relationship Manager Senior Deepening - Vice Presid... United States, Kentucky, Louisville

Limitless High-tech career opportunities - Expoint
Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage...
Description:

As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You’ll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.

Job Responsibilities

  • Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
  • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
  • Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
  • Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
  • Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
  • Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
  • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

  • Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
  • Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
  • Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments
  • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
  • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
  • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
  • Balance needs of clients with associated risks and interests of the firm

Preferred qualifications, capabilities, and skills

  • Bachelor’s degree in Finance or related field, or equivalent work experience
  • Minimum of 3 years’ managing clients >$10+MM revenue
  • Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
  • In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
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These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
Description:


This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Responsibilities:

  • Develops talent, including proactive sourcing of candidates
  • Manages client traffic, engaging and appropriately routing clients, and fostering client retention
  • Manages business results through formalized management routines and coaching
  • Creates a world class client experience environment
  • Manages market-level initiative prescribed by market leaders
  • Drives operational excellence by engaging employees on business strategy
  • Manages organizational priorities and effective execution

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
  • Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
  • Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
  • Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
  • People Manager & Coach: Knows and develops team members through coaching and feedback.
  • Financial Steward: Manages expenses and demonstrates an owner’s mindset.
  • Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
  • Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Skills:

  • Coaching
  • Customer Service Management
  • Customer and Client Focus
  • Performance Management
  • Talent Development
  • Business Operations Management
  • Recruiting
  • Result Orientation
  • Risk Management
  • Sales Performance Management
  • Inclusive Leadership
  • Leadership Development
  • Prioritization
  • Problem Solving
  • Referral Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Show more
Find your next career move in the high tech industry with Expoint. Our platform offers a wide range of Banking Manager job opportunities in the United States, Kentucky, Louisville area, giving you access to the best companies in the field. Whether you're looking for a new challenge or a change of scenery, Expoint makes it easy to find your perfect job match. With our easy-to-use search engine, you can quickly find job opportunities in your desired location and connect with top companies. Sign up today and take the next step in your high tech career with Expoint.