Sheshunoff Consulting + Solutions

• Client Relationship Manager
• Compliance Consultant
• Internal Audit Consultant

Client Relationship Manager

For over 38 years, the experienced consultants at Sheshunoff Consulting + Solutions have been assisting financial institutions improve their bottom-line, gain competitive strength, and manage risk.
As a member of Sheshunoff’s Sales Team you will be responsible for calling into various financial and legal institutions (community banks, credit unions, law firms) across the United States. Candidates must present the features and benefits of our executive development, training, and education services to bankers and attorneys via the telephone.

Qualifications:

• Minimum 4 years business-to-business inside sales experience
• Working knowledge of financial institutions- specific banking, credit union, legal knowledge a plus
• Experience and proven track record for generating new business and achieving revenue goals
• Strong MS Office knowledge and able to use CRM tools proficiently
• Strong communication and negotiating skills
• Professional, excellent phone skills, and a strong desire to make money
• Possess effective time management and organizational skills
• Punctual, confident, team-oriented, self-motivated, and energetic
• College education preferred

Essential Functions and Responsibilities:

• Develop and manage customer relationships, evaluating needs and assessing opportunities for appropriate Sheshunoff products and services.
• Responsible for entire sales process from the initial cold call to closing the sale.
• Conduct one-on-one conversations regarding our products and services to present features and benefits using a consultative selling approach.
• Clearly communicate to clients Sheshunoff’s terms of offer, pricing, and generate proposals as needed.
• Meet or exceed monthly sales goals while meeting daily activity metrics.
• Prepare a variety of status reports, including activity, closings, follow-up, and adherence to goals. Maintains accurate records of all sales and prospecting activities including sales calls, presentations, closed sales, and follow-up activities.
• Post-sale assistance to handle customer inquiries and renewals.

Full-time position sales position with generous base salary plus commission and benefits.

An Equal Opportunity/Affirmative Action Employer.

Apply for this opportunity

Compliance Consultant

Sheshunoff Consulting + Solutions is currently seeking an experienced Compliance Consultant for our Risk Management consulting practice. The successful candidate will perform consulting engagements for financial institutions and have experience in performing the following types of consulting engagements for financial institutions:

• Risk Assessments
• Consumer Compliance Audits
• Policy and Controls Reviews
• Information Security Program Reviews
• Compliance Training
• BSA/AML Audits

Qualifications:

• 5-10 years experience in Regulatory Compliance, Audit, Legal, Risk Management or related field in the Banking Industry
• Knowledge of consumer banking regulations including, AML, BSA, USA PATRIOT Act; Truth-In-Lending; RESPA; HMDA; ECOA; Truth-In-Savings; Reg CC, Reg D; Reg E; Insider Lending; NDIP; and Compliance Risk Management Programs
• Bachelor’s degree; or equivalent experience
• Strong written and oral communication skills
• Demonstrated analytical and quantitative skills
• Highly motivated and self-directed
• Professional designations such as CIA, CBA, CRCM or CCBCO are a plus but not required.

Extensive travel is required (70%+) and is primarily within Texas and the surrounding states.
Applicants should reside anywhere in Texas but preferably within a reasonable distance of a major airport.

Equal Opportunity Employer

Apply for this opportunity

Internal Audit Consultant

Sheshunoff Consulting + Solutions Risk Management division, is the premier national provider of consulting services to community banks and credit unions.

Position Description:
We are seeking an experienced Internal Audit Consultant for our South West region. The successful candidate will perform consulting engagements for our bank and credit union clients. This position is responsible for planning and executing various financial, compliance, and operational audits in accordance with accepted professional standards in order to determine compliance with institutional policies and procedures and adherence to applicable laws and regulations.

Qualifications:

• Minimum 5 years experience in internal audit, multi-functional banking operations, and/or risk management in the Banking or Credit Union industry preferred
• A knowledge of audit procedures, planning, and test / sampling methods
• An ability to gather, analyze and evaluate facts and to prepare and present concise findings
• An ability to establish an effective working relationship with clients and our staff
• Bachelor’s degree in accounting; or equivalent experience
• Strong written and oral communication skills are required
• Demonstrated analytical and quantitative skills
• Highly motivated and self-directed
• Professional designations such as CPA, CIA, CISA, CBA, CCBIA, or CCBCO are a plus, but not required

Sheshunoff Consulting + Solutions is an Equal Opportunity Employer

Apply for this opportunity