EMPLOYMENT OPPORTUNITIES

Summary

The Internet Retail Operations Specialist is responsible for providing frontline support and service to current and potential customers ensuring all bank policies, procedures and regulatory compliance are adhered to. The Operation specialist also assists the retail management in the management of day-to-day operations and with various administrative functions. Primary focus on exception processing, decisioning of items, operations / transaction research, postings to ODA/Savings and general ledger, annual escheatment for all entities of the organization. Exercise maximum independent judgment under minimum supervision. 

Essential Job Duties and Responsibilities

• Processing a variety of customer transactions accurately and efficiently in accordance with bank policies and regulations
• Opening, servicing and closing of all account products offered by the bank (CD's, Money Market, Statement Savings and Retirement Accounts)
• Processing teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
• Opening, closing, and other branch servicing duties
• Balancing cash drawer
• Assisting with cash vault balancing
• Opening and processing of incoming mail
• Completing logs, reports, some audits and control checks while maintaining a neat and organized work area
• Answer incoming phone calls, address customer questions and concerns and escalate any problems, concerns, or disputes to appropriate internal resources for resolution as appropriate
• Imaging customer documents and quality control check of documents once imaged
• Enhancing customer satisfaction and the professional reputation of the Bank, by warmly greeting, engaging, and developing good professional relationships with customers
• Practicing branch security procedures and protects customer confidentiality and privacy
• Actively participate in CRA activities to ensure that all required monthly goals are met
• Monitoring and processing daily exception files for ACH and inclearing file Perform decisioning for rejected items
• Performing account research where necessary and assist branches or back office units when necessary as it relates to item processing or retrieval of items
• Processing manual cash letter or force-post items that cannot be sent electronically
• Reviewing large inclearing items and submit items requiring management review for payment
• Performing all requirements for annual escheatment for Beal Bank, Beal Bank USA, CLMG, MGC, BSC and BNSC

Qualifications

• Must possess good working knowledge of retail operations and regulatory compliance, as well as policies and procedures with regard to customer service, new accounts and teller functions
• Must be able to organize a project, follow up during its process and report clearly its resolution
• Must compose letters and track responses
• Must interact well with departmental personnel, deposit customers and outside vendors
• Key objectives include customer service and quality control
• Must work well under pressure while maintaining high standards of accuracy and meeting departmental goals of customer service and compliance with laws
• High school diploma required; some college or technical training desired
• 2 - 4 years relevant bank experience or customer service experince
• Proficient in Excel, Microsoft Word, and Internet navigation
• Self-directed and ability to communicate well both verbally and in writing
• Analytical problem solver who can work well under pressure and time constraints while maintaining high standards of accuracy
• Professional appearance and demeanor
• Proficiency with IO key touch, Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications
• Demonstrated good attendance and punctuality
• Strong attention to detail with high concern for data accuracy
• Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members
• Outstanding listening and communication skills, both written and verbal. services, policies, procedures, and regulatory guidelines
• Developed critical thinking and decision making skills
• Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines
• Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities in a fast-paced environment while maintaining accuracy and attention to detail
• Self-motivated, team player with strong interpersonal skills
• Overnight and out of town travel is possible on occasion

If you are interested in this position, please send your resume to jobrecruiting@bealservices.com.

Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against.

Notice to California Residents:  Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process.  Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.

Current Openings

• Winter Park, FL

Are you looking for a non-traditional banking opportunity? Beal Bank is seeking a full time Assistant Branch Manager. The schedule is Monday – Friday 8:00am to 5:00pm.  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 Assistant Branch Manager is part of a small hands-on team and will work directly with customers.

Founded in 1988, the Beal Bank family of companies is headquartered in Plano, Texas, and comprises one of the largest private financial institutions in the United States. Our two partner banks, Beal Bank and Beal Bank USA, are guided by the same principles of reliability and excellent customer service. Whether you are a customer of Beal Bank or Beal Bank USA – or have accounts with both banks – we are dedicated to providing financial strength and stability, competitive rates and outstanding service to every customer.

Summary

The Retail Assistant Branch Manager is responsible for assisting the Branch Manager in overseeing the service and operations of a retail branch location. This involves performing a variety of duties to ensure quality customer service, achievement of branch objectives, efficient and effective operations, and compliance with all bank policies and procedures. This position supervises and leads the branch in the absence of the Branch Manager.

Essential Job Duties and Responsibilities

• Assumes management responsibility in the absence of the Branch Manager.
• Participate in CRA activities ensuring that all monthly goals are met or exceeded.
• Assists in managing customer service objectives including handling exceptions, complex issues, and complaints; monitoring and coaching of branch personnel. Handling of disciplinary action in a timely manner as needed.
• Performs and supervises day to day operational and compliance functions of the branch such as reconcilements, audits, reporting, controls, records management, approvals and opening/closing procedures.
• Motivate and encourage employees and ensure they have appropriate knowledge of all bank products.
• Participates in personnel decisions as appropriate including hiring, scheduling, disciplinary actions and evaluating performance.
• Performs other job related duties or special projects as assigned.

Qualifications

• Minimum 5 years banking experience, with a minimum of 1 year in a management or supervisory role.
• High School Diploma or equivalent required.
• Adaptability to change.
• Professional appearance and demeanor.
• Proficiency with 10 key touch, Microsoft Office and banking software applications.
• Demonstrated good attendance and punctuality.
• Strong attention to detail with high concern for data accuracy.
• Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members.
• Outstanding listening and communication skills, both written and verbal.
• Knowledge of or ability to quickly learn banking products, services, policies, procedures, and regulatory guidelines.
• Developed critical thinking and decision making skills.
• Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines.
• Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities and projects in a fast paced environment with competing priorities and deadlines.
• Strong leadership and interpersonal skills; ability to motivate and achieve results through working together.
• Overnight and out of town travel is possible on occasion.

*No Relocation Assistance Offered 

If you are interested in this position, please send your resume to jobrecruiting@bealservice.com.

Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against.

Notice to California Residents:  Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process.  Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.

Current Openings

• Irvine, CA
• San Jose, CA
• Coral Gables, FL
• Tampa, FL
• Boston (Newton), MA
• Paramus, NJ
• Birmingham, MI
• Bellevue, WA

Summary

Are you looking for a non-traditional banking opportunity? Beal Bank is seeking a full time Retail Banking Specialist. The schedule is Monday – Friday 8:00am to 5:00pm. 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.

Founded in 1988, the Beal Bank family of companies is headquartered in Plano, Texas, and comprises one of the largest private financial institutions in the United States. Our two partner banks, Beal Bank and Beal Bank USA, are guided by the same principles of reliability and excellent customer service. Whether you are a customer of Beal Bank or Beal Bank USA – or have accounts with both banks – we are dedicated to providing financial strength and stability, competitive rates and outstanding service to every customer.

The Retail Banking Specialist is responsible for providing frontline support and service to current and potential customers ensuring all bank policies, procedures and regulatory compliance are adhered to.

Essential Duties and Responsibilities

• Process a variety of customer transactions accurately and efficiently in accordance with bank policies and regulations. This includes the opening, servicing and closing of all account products offered by the bank (CD’s, Money Market, Statement Savings and Retirement Accounts)
• Teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
• Performs opening, closing, and other branch servicing duties. Balancing cash drawer, assist with cash vault balancing, opening and processing of incoming mail, completing logs, reports, some audits and control checks while maintaining a neat and organized work area
• Answer incoming phone calls, address customer questions and concerns and escalate any problems, concerns, or disputes to appropriate internal resources for resolution as appropriate
• Imaging of customer documents and quality control check of documents once imaged
• Enhances customer satisfaction and the professional reputation of the Bank, by warmly greeting, engaging, and developing good professional relationships with customers
• Practices branch security procedures and protects customer confidentiality and privacy
• Actively participate in CRA activities to ensure that all required monthly goals are met
• Performs other job related duties or special projects as assigned

Qualifications

• Prior experience as a teller or new account representative preferred
• Minimum 2-4 years customer service experience
• High School Diploma or equivalent required
• Adaptability to change
• Professional appearance and demeanor
• Proficiency with 10 key touch, Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications
• Demonstrated good attendance and punctuality
• Strong attention to detail with high concern for data accuracy
• Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members
• Outstanding listening and communication skills, both written and verbal
• Knowledge of, or ability to quickly learn banking products, services, policies, procedures, and regulatory guidelines
• Developed critical thinking and decision making skills
• Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines
• Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities in a fast paced environment while maintaining accuracy and attention to detail
• Self-motivated, team player with strong interpersonal skills
• Overnight and out of town travel is possible on occasion

*No relocation assistance offered

If you are interested in this position, please email your resume to jobrecruiting@bealservice.com. 

Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against.

Notice to California Residents:  Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process.  Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.

Summary

CSG Investments, a privately-held debt investment firm, has a unique opportunity for hard-working, intelligent individuals interested in breaking into the finance and investment industry.  We seek a legal professional who wants to pivot their career and move in-house to become part of a deal team. We seek someone with strong business acumen who can apply their legal background to the mechanics of the deal process, while also generating new opportunities for the organization.

Essential Duties and Responsibilities

• Draft, review and negotiate operative documents, such as security agreements, commitment papers and credit agreements
• Conduct due diligence and transaction closings
• Work with external counsel hired by CSG
• Draft and negotiate corporate agreements
• Orally develop and defend legal and business conclusions
• Assist in legal research, bank regulatory projects, and other bank matters as needed

Qualifications

• J.D. degree from an ABA accredited law school
• Currently licensed and in good standing
• At least 3-5 years’ experience in secured corporate lending transactions, real estate lending transactions or bankruptcy and corporate reorganizations

If you are interested in this position, please email your resume to jobrecruiting@bealservice.com. 

CSG Investments, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against

​Notice to California Residents:  Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process.  Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.

Summary

Founded in 1988, the Beal Bank family of companies is headquartered in Dallas, Texas, and comprises one of the largest private financial institutions in the United States. Our two partner banks, Beal Bank and Beal Bank USA, are guided by the same principles of reliability and excellent customer service. Whether you are a customer of Beal Bank or Beal Bank USA – or have accounts with both banks – we are dedicated to providing financial strength and stability, competitive rates and outstanding service to every customer.

We are seeking a Senior Budget Analyst responsible for various daily, monthly and quarterly accounting tasks within the Beal Bank Accounting team. This individual will assist with analyzing and executing the company-wide budget.

Essential Duties and Responsibilities

• Analyze monthly department budgeting and accounting reports to maintain expenditure controls 
• Work with management to establish accurate budget forecasts
• Prepare regular and special budget reports
• Receive budget estimates from all departments and critically examine for accuracy, reasonability and completeness
• Consult with managers to ensure that budget adjustments are made in accordance with program changes
• Analyze current expenditures to ensure company is making wise expense decisions
• Study previous budget and take into consideration the benefits and losses incurred during the previous financial period
• Suggest suitable amendments to the budget
• Consolidate data for budget presentation
• Prepare detailed reports about discrepancies and amendments that occurred in the budget
• Present budget reports to higher management for further scrutiny and approval; be prepared to answer questions on each line item of the budget
• Project future financial needs, taking into consideration the various projects undertaken by the company 
• Projects as assigned

Qualifications

• Bachelor's Degree in Finance, Accounting or Economics 
• 5-7 years budget experience with a mid to large size company
• Strong analytical and planning abilities
• Ability to communicate well with all levels of management
• Excellent verbal and written communication skills
• Advanced Microsoft Excel skills
• Ability to troubleshoot issues and recommend strategic changes
• Ability to manage and prioritize projects and assignments 
• Proven and demonstrated initiative; team player

How Would This Work During The Current Coronavirus Crisis?

These positions ultimately are expected to require you to work from our offices in Plano, TX however, under the current COVID-19 situation, arrangements will be made to work remotely.  If allowed by relevant, in-effect laws, you may be required to come into the office on occasion to present and discuss transactions.  Again, we are sensitive to the current situation and are making every effort to temporarily support remote working as much as possible until such time as normal, on-premise workplace activities may resume.

If you are interested in this position, please email your resume to jobrecruiting@bealservice.com.

Summary

CSG Investments is an affiliate of Beal Bank and Beal Bank USA, both multi-billion dollar financial institutions. CSG seeks to make direct investments in companies in the real estate and oil and gas sector.

CSG has immediate opportunities for Associate Director or Director level candidates who demonstrate outstanding leadership skills. These positions offer a unique opportunity to become part of an extremely successful, well-capitalized, financial institution that takes a creative view on investment opportunities with sound fundamentals. 

Our model is well-positioned for the rapidly developing period of economic uncertainty that is currently unfolding in the US economy. This dynamic investment group sits at the forefront of the institution’s top-line revenue generation.

Essential Duties and Responsibilities

• Responsible for all aspects of the investment process including idea generation, business and financial due diligence, industry analysis, financial modeling, management assessment and select aspects of ongoing monitoring of investments for future advance purposes
• Extensive experience in evaluating, investing and managing investments
• Managing client relationships and helping to lead the firm’s business development
• Research market conditions relevant to prospective investments; prepare presentations to senior management
• Prepare terms sheets, loan application, conduct due diligence and negotiate corresponding loan documentation with prospective management teams and corporate entities
• Maintain models for portfolio management

Qualifications

• 5+ years of investment experience in real estate or oil and gas operating business, investment banking, private equity, hedge fund or related experience
• Proven track record
• Excellent financial modeling/valuation, analytical and accounting skills
• Proficiency with excel required
• Experience with complex capital structures or structured products is a plus
• Excellent written and verbal communication skills
• Highly organized, detail oriented and proactive
• Self-starter; ability to work well in a team environment
• Undergraduate in business, economics, accounting or math related degree
• Master’s degree, CFA, MBA optional

How Would This Work During The Current Coronavirus Crisis?

These positions ultimately are expected to require you to work from our offices in Plano, TX however, under the current COVID-19 situation, arrangements will be made to work remotely.  If allowed by relevant, in-effect laws, you may be required to come into the office on occasion to present and discuss transactions.  Again, we are sensitive to the current situation and are making every effort to temporarily support remote working as much as possible until such time as normal, on-premise workplace activities may resume.

If you are interested in this position, please email your resume to jobrecruiting@bealservice.com.

Summary

Provide marketing and corporate communications expertise in support of the various business units’ product and communications initiatives.

Essential Duties and Responsibilities include (but are not limited to):

• Advertising and Marketing
  • Recommend marketing programs and initiatives
  • Oversee vendors on campaigns, brand promotion, and advertising
  • Provide ongoing marketing analytics, to include results of campaigns (ROI) and analysis of results with recommendations for future campaigns
  • Implement and distribute messaging to external audiences
  • Manage, and develop if necessary, relationships with associated vendors
• Websites and Online: Edit, test, and maintain Beal websites; monitor, manage, and promote Beal’s online presence and products in news and social media, as necessary
• Internal Communications: Create and manage internal promotions, with messaging and collateral; update and maintain Beal intranet; assist with notices and presentations
• Technical Writing: Assist with file management by supporting content repositories; proof advertisements and other communications pieces; edit and proof graphics and content files; assist on writing projects as necessary. Assist with a variety of Corporate Communications projects including PowerPoint presentations, light copywriting and program/product promotions
• General: Work: independently and with management and team members on all projects, and aggressively manage individual projects as assigned from inception through completion; prioritize periodic urgent projects

Job Requirements:

• Minimum 2-4 years experience in a communications capacity
• Degree in marketing communications or related field
• Knowledge of current marketing and advertising techniques and methods; social media (all major applications), plus relevant software, including Excel, FrameMaker, Word, and Adobe Acrobat, InDesign, and RoboHelp

*No relocation assistance offered

If you are interested in this position, please email your resume to jobrecruiting@bealservice.com. 

Beal Bank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against

Notice to California Residents:  Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process.  Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.