The Senior Client Service Associate (Senior CSA) demonstrates a high level of proficiency in all Client Service Associate functions, working with both new and existing client relationships, as well as internal Linscomb Wealth (LW) team members. Senior CSAs serve as an example and mentor for the entire Client Service team, offering training, guidance, and leadership on CSA

Senior Wealth Associates are pursuing the Wealth Advisor career path and actively participating in a Wealth Advisory Team. In this position, they are gaining exposure in all areas of Wealth Management, working closely with Wealth Advisors and various departments. Client Responsibilities Participate, take notes, and present in client meetings Coordinate with client for dat

What The Role Is The position is a key component to the Business Banking model and may serve as liaison between RM and customer. The RMA is involved in all lending and depository aspects of the relationship, in addition to coordinating relationships with other Lines of Businesses and/or subsidiaries. RMA will coordinate processes and documentation pertinent to the relatio

What the role is The Cadence Bank's Real Estate Capital Markets Team Leader's primary responsibility is to build and maintain Cadence relationships to allow for referrals of investment and, in some cases, owner occupied real estate property loans which in turn are placed with permanent lenders. In addition, the individual will maintain relationships with the Bank's cadre

What The Role Is As a Personal Banker you will provide best in class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educati

Position Credit Analyst Intern (Summer 2024) Organizational Location Houston, Texas What the role is Introduces students to the various processes involved in underwriting and servicing commercial loans. Mentoring relationships with Cadence leaders, "Meet & Greets" featuring guest speakers and team building activities provide important engagement opportunities while simult

Job Posting What The Role Is A Director Private Banker should act as a senior trusted advisor to the Bank's high net worth customers by understanding, anticipating, and satisfying the customer's banking and financial needs. The Private Banker will team with other Wealth and Bank lines of business to ensure all facets of the customer's financial needs are met (commercial,

What The Role Is As a Branch Operations Leader you will provide a differentiated customer experience while performing and supervising a variety of financial transactions based on the customers' needs. Leadership skills are paramount while you assist other teammates with more complex tasks like directing the operational, risk and compliance priorities for the bank branch.

The Operations Associate III for Linscomb Wealth works closely with the Director of Operations and Operations Manager to assist with day to day operations of the firm. This role is responsible for daily management of the entire operational life cycle of the following processes opening new account registrations, facilitating background checks, preparing cashiering requests

The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include maintaining investment models, rebalancing portfolios, leading project level reviews, and participating in the firm's Investment Committee. The responsibilities include managing our

What The Role Is As a Personal Banker you will provide best in class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educati

Lead wire projects from the Wire Operations perspective, ensuring alignment with business objectives and regulatory requirements. Maintain and update the PayPlus database, ensuring accuracy and efficiency in wire processing. Manage the approval, onboarding, monitoring, and audit processes for PayPlus, Payplus Browser, and Third Party Service Providers (Fincom and Verafin)

A Senior Managing Director Private Banker should act as a trusted advisor to high net worth clients, family offices, not for profit entities, and professional service firms. He or she should understand, anticipate, and satisfy the clients' banking and financial needs. The Private Banker will hold a portfolio of loans and deposits, as well as partner with other lines of bu

What The Role Is As a Personal Banker you will provide best in class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educati

Asset Based Lending Portfolio Manager IV is responsible for protecting the Bank's assets through proactive account management of assigned asset based relationships. Account executives ensure high customer satisfaction while maintaining sound credit structures and reducing credit risks through effective account management. Responsibilities will also include collaborating w