About Beal Bank

Employment Opportunities

Beal Bank offers you a dynamic, professional work environment. Beal employees become valuable team members charged with responsibilities integral to the continued growth of one of the largest privately owned banks in the nation.

Please take a moment to review our Available Positions. If you see a position in which you are interested and for which you believe you are qualified, please contact us for immediate consideration. You may e-mail your resume to jobrecruiting@bealbank.com. Please refer to the specific position(s) from the Available Positions listings for which you would like to be considered. Please do not contact us by telephone.

Beal Bank is an Equal Opportunity Employer. EOE m/f/d/v

Available Positions

Regional Manager - Plano, TX

Summary:

Supervise the Eastern region of retail banking center operations by: closely directing staff and through daily hands on work with systems and branch managers; overseeing and implementing branch policies and procedures; compliance with regulations and to generally ensure overall professional and efficient operation of banking center locations.  Accountable for the financial performance and customer satisfaction in each branch.  Supervision responsibility for Branch Managers, Assistant Branch Mangers and Retail Banking Specialist in assigned region.

Essential Duties and Responsibilities:

• Ensure the department objectives are executed in a systematic and effective manner
• Ensure customer service standards, data integrity and compliance with the bank’s policies and procedures are maintained.
• Hire, train and develop qualified managers and supervisors; monitor performance and conduct terminations and layoffs.
• Manage vendor relationships for assigned region.
• Manage facility and property needs for assigned regional locations.
• Assist with marketing projects, including weekly newspaper rate grids.
• Assist in the coordination of banking center security, safety and disaster recovery
• Assist with resolution of customer issues.
• Coordinate, participate and report community involvement for CRA service credit.
• Responsible for auditing and updating Branch Operation policies and procedures.
• Additional duties as assigned.

Qualifications (education, experience, computer skills and certifications…etc):

• 2 – 4 years of experience with banking rules and regulations.
• 2 – 4 years of banking experience
• 3 – 5 years of customer service experience
• Minimum of two years of experience as a Branch Manager
• High School Diploma or GED is required; 4 year college degree is highly desired

Other Skills:

• Must have strong leadership skills
• Energetic, patient and positive attitude is a cultural fit.
• Must have excellent customer service and organizational skills
• Analytical problem solver, who can work under pressure and time constraints while maintaining a high standard of accuracy and professionalism, is required.
• A team player with the ability to work independently and has the ability to communicate well both verbally and in writing.
• Proficiency in Microsoft Word, Excel, Access, Outlook and Metavante is required.

Branch Manager - Garden City, NY

Requirements:

Are you looking for a non-traditional banking opportunity? Beal Bank, one of the most successful privately owned banks in the nation, is growing and seeking a Branch Manager for a new retail branch in Garden City, NY.

We are a wholesale bank with a focus on deposits and related services. Our branch product lines are limited to money market accounts, certificates of deposit (including individual retirement accounts) and statement savings accounts. Loan origination experience is not necessary and there are no sales requirements.

At Beal Bank, Branch Managers are fully hands-on team members. In addition to supervising an assistant manager and 3-4 new account representatives, you will be working directly with customers and our core banking platform on a daily basis.

This position requires 3-5 years prior banking management experience; strong interpersonal/customer service skills; excellent oral and written communication skills; ability to adapt to change; and working knowledge of retail operations and regulatory compliance.

Proficiency in Microsoft Word, Excel and Internet navigation is also required. If you are a team player, perhaps currently an Assistant Branch Manager looking to move to the next level, and you meet the above requirements, we look forward to hearing from you.

Responsibilities:

Responsibilities include but are not limited to:

• Security and safety of banking center, personnel and customers
• Training of personnel to include Bank Secrecy Act (BSA), as well as procedures and implementation of new products
• Auditing and verification of new accounts and file maintenance performed by staff
• All aspects of personnel, including hiring and disciplinary actions
• Ensure branch appearance, furniture and equipment are in optimal condition
• Assisting in special projects as needed
• Every aspect of customer service, including, but not limited to, serving as a new account representative
• Preparing and submitting various reports, as required or requested
• Reconciliation of various general ledger accounts specific to banking center operations
• Additional duties as may be assigned

Commercial Default Loan Officer

Requirements:

The Loan Officer will have at least 10 years experience in the field. Must demonstrate expertise in a variety of the field's concepts, practices and procedures. This experience may have been gained in roles such as Asset Manager, Commercial Loan Workout Officer or Loan Officer. A bachelors degree is required, MBA or JD is preferred. Qualified candidates will have excellent written and oral communication skills.

Responsibilities:

The Commercial Default Loan Officer is responsible for:

• Managing a portion of BSC's portfolio of commercial defaulted loans.
• Relying on extensive experience and judgment, the Loan Officer communicates with obligors and legal counsel to collect the loans, foreclose the collateral, modify or restructure the debt and actively represent BSC in bankruptcies and creditor's rights litigation.
• Direct efforts of outside legal counsel in litigation to collect defaulted loans, foreclosure collateral or protect BSC's legal interests in borrower or guarantor bankruptcies.
• Analyze financial statements, operating statements and asset/liability searches.
• Assure the compliance with BSC's policies and procedures related to managing and collecting commercial loans.
• Directly manage a loan portfolio to maximize recovery on each loan.
• Draft recommendations on loan collection and present them to the appropriate loan committees.
• This position may lead and supervisor others.

In-House Commercial Litigation Attorney

Requirements:

This position will enforce and defend rights in various assets in a nationwide portfolio, including obtaining and realizing upon judgments against obligors. Defend liability suits and counter-claims. Essential duties will include litigation case management from the commencement of case through post-judgment collection or loan disposition and maintaining on-going communication with outside counsel on assigned litigation matters. This position will be responsible for the review of pleadings for factual accuracy of information prior to filing with the Court. This position will be tasked with the review of outside counsel invoices on assigned cases for reasonableness and accuracy prior to submission to management for approval and payment. This position will also be responsible for the review and evaluation of assigned loans, obligor collectability and submission of recommendations for consideration by management. Other essential duties will include attending trials, depositions or mediations as the representative on behalf of Beal Service Corporation (“BSC”).

Responsibilities:

A qualified candidate will have no less than 10 years litigation experience representing secured creditors and must have actual first chair trial experience.

This position requires knowledge and a working familiarity with: collection law, UFTA, bankruptcy, pre and post judgment remedies and receivers and some lender liability defense is helpful. Candidate must be able to supervise professional-level and clerical employees. A qualified candidate must be an articulate verbal communicator who is also capable of preparing detailed written presentations that are presented to senior management and up to the Board of Directors level. A Bachelor's and J.D. degree from an ABA accredited law school is required and candidate must be currently licensed and in good standing in one or more states. Candidate must have the ability to manage dynamic work processes and to implement and monitor controls. This position requires the experience to analyze complex legal questions and advise management on potential outcomes and options. Some travel is required.

New Accounts Representative - New Jersey

Are you looking for a non-traditional banking opportunity?

Beal Bank, one of the most successful privately owned banks in the nation, is growing and seeking a New Accounts Representative for our retail branch in New Jersey. We are a wholesale bank with a focus on deposits and related services. Our branch product lines are limited to money market accounts, certificates of deposit (including individual retirement accounts) and statement savings accounts. Loan origination experience is not necessary and there are no sales requirements.

The Retail Banking Specialist is part of a small hands-on team and will work directly with customers.

Responsibilities:

Responsibilities include but are not limited to the following:

• Greeting customers as they enter the bank lobby
• Open and process documentation for new accounts, including IRA's, process deposits and/or withdrawals
• Complete verification of deposits and date of death valuations for estates & executers
• Assist with opening daily mail in dual custody
• Complete Currency Transaction Reports and forward to appropriate area for processing
• Sell cashiers checks, initiate wire transfers and issues temporary checks to customers
• Maintain cash drawer, adhering to bank policies & procedures
• Assist in balancing the vault weekly
• Assist customers in account maintenance (renewals, re-styling, and address changes)
• Assist customers and/or prospective customers with inquiries via the telephone
• Perform account research as requested by customers
• Process daily mail deposits and or file maintenance
• Accept and process stop payment orders
• General filing (sorting, scanning, indexing, filing & preparation of documents for offsite storage)
• Community involvement for CRA service credit
• Additional duties as may be assigned. Requirements:

This position requires 1-3 years banking experience and 2-4 years customer service experience. Strong interpersonal/customer service skills are required. Working knowledge of retail bank operations and regulatory compliance is needed. Proficiency in Microsoft Word, Excel and Internet navigation is also required.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

Note: Local candidates only as no relocation assistance is provided. 

New Accounts Representative - Portland, OR

Are you looking for a non-traditional banking opportunity?

Beal Bank, one of the most successful privately owned banks in the nation, is growing and seeking a New Accounts Representative for our retail branch in Portland, OR. We are a wholesale bank with a focus on deposits and related services. Our branch product lines are limited to money market accounts, certificates of deposit (including individual retirement accounts) and statement savings accounts. Loan origination experience is not necessary and there are no sales requirements.

The Retail Banking Specialist is part of a small hands-on team and will work directly with customers.

Responsibilities:

Responsibilities include but are not limited to the following:

• Greeting customers as they enter the bank lobby
• Open and process documentation for new accounts, including IRA's, process deposits and/or withdrawals
• Complete verification of deposits and date of death valuations for estates & executers
• Assist with opening daily mail in dual custody
• Complete Currency Transaction Reports and forward to appropriate area for processing
• Sell cashiers checks, initiate wire transfers and issues temporary checks to customers
• Maintain cash drawer, adhering to bank policies & procedures
• Assist in balancing the vault weekly
• Assist customers in account maintenance (renewals, re-styling, and address changes)
• Assist customers and/or prospective customers with inquiries via the telephone
• Perform account research as requested by customers
• Process daily mail deposits and or file maintenance
• Accept and process stop payment orders
• General filing (sorting, scanning, indexing, filing & preparation of documents for offsite storage)
• Community involvement for CRA service credit
• Additional duties as may be assigned. Requirements:

This position requires 1-3 years banking experience and 2-4 years customer service experience. Strong interpersonal/customer service skills are required. Working knowledge of retail bank operations and regulatory compliance is needed. Proficiency in Microsoft Word, Excel and Internet navigation is also required.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

Note: Local candidates only as no relocation assistance is provided. 

New Accounts Representative - Virginia

Are you looking for a non-traditional banking opportunity?

Beal Bank, one of the most successful privately owned banks in the nation, is growing and seeking a New Accounts Representative for our retail branch in Virginia. We are a wholesale bank with a focus on deposits and related services. Our branch product lines are limited to money market accounts, certificates of deposit (including individual retirement accounts) and statement savings accounts. Loan origination experience is not necessary and there are no sales requirements.

The Retail Banking Specialist is part of a small hands-on team and will work directly with customers.

Responsibilities:

Responsibilities include but are not limited to the following:

• Greeting customers as they enter the bank lobby
• Open and process documentation for new accounts, including IRA's, process deposits and/or withdrawals
• Complete verification of deposits and date of death valuations for estates & executers
• Assist with opening daily mail in dual custody
• Complete Currency Transaction Reports and forward to appropriate area for processing
• Sell cashiers checks, initiate wire transfers and issues temporary checks to customers
• Maintain cash drawer, adhering to bank policies & procedures
• Assist in balancing the vault weekly
• Assist customers in account maintenance (renewals, re-styling, and address changes)
• Assist customers and/or prospective customers with inquiries via the telephone
• Perform account research as requested by customers
• Process daily mail deposits and or file maintenance
• Accept and process stop payment orders
• General filing (sorting, scanning, indexing, filing & preparation of documents for offsite storage)
• Community involvement for CRA service credit
• Additional duties as may be assigned. Requirements:

This position requires 1-3 years banking experience and 2-4 years customer service experience. Strong interpersonal/customer service skills are required. Working knowledge of retail bank operations and regulatory compliance is needed. Proficiency in Microsoft Word, Excel and Internet navigation is also required.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

Note: Local candidates only as no relocation assistance is provided. 

New Accounts Representative - Washington DC

Are you looking for a non-traditional banking opportunity?

Beal Bank, one of the most successful privately owned banks in the nation, is growing and seeking a New Accounts Representative for our retail branch in Washington, DC. We are a wholesale bank with a focus on deposits and related services. Our branch product lines are limited to money market accounts, certificates of deposit (including individual retirement accounts) and statement savings accounts. Loan origination experience is not necessary and there are no sales requirements.

The Retail Banking Specialist is part of a small hands-on team and will work directly with customers.

Responsibilities:

Responsibilities include but are not limited to the following:

• Greeting customers as they enter the bank lobby
• Open and process documentation for new accounts, including IRA's, process deposits and/or withdrawals
• Complete verification of deposits and date of death valuations for estates & executers
• Assist with opening daily mail in dual custody
• Complete Currency Transaction Reports and forward to appropriate area for processing
• Sell cashiers checks, initiate wire transfers and issues temporary checks to customers
• Maintain cash drawer, adhering to bank policies & procedures
• Assist in balancing the vault weekly
• Assist customers in account maintenance (renewals, re-styling, and address changes)
• Assist customers and/or prospective customers with inquiries via the telephone
• Perform account research as requested by customers
• Process daily mail deposits and or file maintenance
• Accept and process stop payment orders
• General filing (sorting, scanning, indexing, filing & preparation of documents for offsite storage)
• Community involvement for CRA service credit
• Additional duties as may be assigned. Requirements:

This position requires 1-3 years banking experience and 2-4 years customer service experience. Strong interpersonal/customer service skills are required. Working knowledge of retail bank operations and regulatory compliance is needed. Proficiency in Microsoft Word, Excel and Internet navigation is also required.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

Note: Local candidates only as no relocation assistance is provided. 

 

New Accounts Representative - Minneapolis, MN

Are you looking for a non-traditional banking opportunity?

Beal Bank, one of the most successful privately owned banks in the nation, is growing and seeking a New Accounts Representative for our retail branch in Minneapolis, MN. We are a wholesale bank with a focus on deposits and related services. Our branch product lines are limited to money market accounts, certificates of deposit (including individual retirement accounts) and statement savings accounts. Loan origination experience is not necessary and there are no sales requirements.

The Retail Banking Specialist is part of a small hands-on team and will work directly with customers.

Responsibilities:

Responsibilities include but are not limited to the following:

• Greeting customers as they enter the bank lobby
• Open and process documentation for new accounts, including IRA's, process deposits and/or withdrawals
• Complete verification of deposits and date of death valuations for estates & executers
• Assist with opening daily mail in dual custody
• Complete Currency Transaction Reports and forward to appropriate area for processing
• Sell cashiers checks, initiate wire transfers and issues temporary checks to customers
• Maintain cash drawer, adhering to bank policies & procedures
• Assist in balancing the vault weekly
• Assist customers in account maintenance (renewals, re-styling, and address changes)
• Assist customers and/or prospective customers with inquiries via the telephone
• Perform account research as requested by customers
• Process daily mail deposits and or file maintenance
• Accept and process stop payment orders
• General filing (sorting, scanning, indexing, filing & preparation of documents for offsite storage)
• Community involvement for CRA service credit
• Additional duties as may be assigned. Requirements:

This position requires 1-3 years banking experience and 2-4 years customer service experience. Strong interpersonal/customer service skills are required. Working knowledge of retail bank operations and regulatory compliance is needed. Proficiency in Microsoft Word, Excel and Internet navigation is also required.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

Note: Local candidates only as no relocation assistance is provided. 

 

New Accounts Representative - St. Louis, MO

Are you looking for a non-traditional banking opportunity?

Beal Bank, one of the most successful privately owned banks in the nation, is growing and seeking a New Accounts Representative for our retail branch in St. Louis, MO. We are a wholesale bank with a focus on deposits and related services. Our branch product lines are limited to money market accounts, certificates of deposit (including individual retirement accounts) and statement savings accounts. Loan origination experience is not necessary and there are no sales requirements.

The Retail Banking Specialist is part of a small hands-on team and will work directly with customers.

Responsibilities:

Responsibilities include but are not limited to the following:

• Greeting customers as they enter the bank lobby
• Open and process documentation for new accounts, including IRA's, process deposits and/or withdrawals
• Complete verification of deposits and date of death valuations for estates & executers
• Assist with opening daily mail in dual custody
• Complete Currency Transaction Reports and forward to appropriate area for processing
• Sell cashiers checks, initiate wire transfers and issues temporary checks to customers
• Maintain cash drawer, adhering to bank policies & procedures
• Assist in balancing the vault weekly
• Assist customers in account maintenance (renewals, re-styling, and address changes)
• Assist customers and/or prospective customers with inquiries via the telephone
• Perform account research as requested by customers
• Process daily mail deposits and or file maintenance
• Accept and process stop payment orders
• General filing (sorting, scanning, indexing, filing & preparation of documents for offsite storage)
• Community involvement for CRA service credit
• Additional duties as may be assigned. Requirements:

This position requires 1-3 years banking experience and 2-4 years customer service experience. Strong interpersonal/customer service skills are required. Working knowledge of retail bank operations and regulatory compliance is needed. Proficiency in Microsoft Word, Excel and Internet navigation is also required.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

Note: Local candidates only as no relocation assistance is provided. 

 

Portfolio Manager - Loan Officer

Requirements:

The Loan Officer will have at least 10 years experience in the field. A qualified candidate must demonstrate expertise in a variety of the field's concepts, practices and procedures. This experience may have been gained in roles such as Asset Manager, Commercial Loan Workout Officer and Service Manager or Loan Officer. A bachelor's degree, MBA or JD is preferred. Must have excellent written and oral communication skills.

Responsibilities:

The Loan Officer is responsible for managing a portion of Beal Service Corporations (“BSC's”) portfolio of commercial defaulted loans. Relying on extensive experience and judgment, the Loan Officer communicates with obligors and legal counsel to collect the loans, foreclose the collateral, modify or restructure the debt and actively represent BSC in bankruptcies and creditor's rights litigation. The Loan Officer will direct the efforts of outside legal counsel in litigation to collect defaulted loans, foreclosure collateral or protect BSC's legal interests in borrower or guarantor bankruptcies. This position will assure the compliance with BSC's policies and procedures related to managing and collecting commercial loans. This position will also directly manage a loan portfolio to maximize cash recovery on each loan and draft recommendations on loan collection and present them to the appropriate loan committees. This position may lead and supervise others.

Staff Accountant

Beal Nevada Service Corporation is growing and seeking a Staff Accountant for our Corporate Headquarters located in Plano, TX. This position will be responsible for assisting the LSBO Senior Accountant with loan data flow utilizing Microsoft Access and Microsoft Excel.

Essential Duties and Responsibilities:

Assists with a variety of tasks related to LSBO’s (Loan portfolios serviced by others), including but not limited to:

• Preparing monthly reconciliations of third party reports and resolving any discrepancies
• Performing loan activity rollforwards
• Manipulating third party spreadsheets into an Access database format
• Importing/Exporting loan data between Excel and Access
• Preparing General Ledger Reconciliations, including Intercompany Reconciliations
• Preparing and Inputting Journal Entries
• Additional duties as assigned Qualifications:
• Bachelor’s degree in accounting required
• 2-4 years of accounting and finance experience
• Familiarity with standard concepts, practices, and procedures in regards to Loan Accounting
• Microsoft Excel, Access and Word required
• Microsoft Dynamics GP experience preferred