Tampa, Florida
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (******************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America 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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions.
**Responsibilities:**
+ Identifies client needs and recommends solutions when fraud has been identified
+ Records data captured during client interactions accurately
+ Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
+ Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
+ Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls
**Required Qualifications:**
+ Proficient in both English and Spanish
+ 1+ years of customer/client service experience, including experience handling difficult client situations
+ Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives
+ Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
+ Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
+ Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
+ Communicates effectively and confidently with all clients to make their financial lives better
+ Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
+ Comfortable receiving ongoing performance feedback and coaching
+ Ability to learn and adapt to new information and technology platforms
+ Minimum of an intermediate level of proficiency with computers and current technology
**Desired Qualifications:**
+ 1+ years of experience in the banking/financial industry
+ 2+ years of experience working in a client service capacity
**Skills:**
+ Conflict Management
+ Customer and Client Focus
+ Decision Making
+ Fraud Management
+ Oral Communications
+ Active Listening
+ Attention to Detail
+ Data Collection and Entry
+ Issue Management
+ Problem Solving
+ Adaptability
+ Collaboration
+ Critical Thinking
+ Influence
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
2nd shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$36k-57k yearly est. 2d ago
Looking for a job?
Let Zippia find it for you.
Relationship Banker - College Plaza Financial Center
Bank of America 4.7
Bank of America job in Bradenton, FL
Bradenton, Florida
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America 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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-37k yearly est. 3d ago
Quality Assurance Tester/HP Nonstop - Technology Support III
Jpmorganchase 4.8
Tampa, FL job
Propel operational success with your expertise in technology support and a commitment to continuous improvement.
As a Technology Support III team member in Corporate Investment Bank, you will ensure the operational stability, availability, and performance of our production application flows. Encourage a culture of continuous improvement as you troubleshoot, maintain, identify, escalate, and resolve production service interruptions for all internally and externally developed systems, leading to a seamless user experience.
Job responsibilities
Provides end-to-end application or infrastructure service delivery to enable successful business operations of the firm
Supports the day-to-day maintenance of the firm's systems to ensure operational stability and availability
Assist in the monitoring of production environments for anomalies and address issues utilizing standard observability tools
Identify issues for escalation and communication, and provide solutions to the business and technology stakeholders
Analyze complex situations and trends to anticipate and solve incident, problem, and change management in support of full stack technology systems, applications, or infrastructure
Required qualifications, capabilities, and skills
3+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
Strong background in HP Nonstop hardware and software platforms (Guardian/TACL, OSS)
Extensive hands-on expertise in developing/testing and maintaining applications using COBOL/SCOBOL, DDL, Enform, TAL procedure calls
Deep knowledge of HPNS platform architecture, including database technologies such as Enscribe, SQL/MP, SQL/MX, SQLCI, and MXCI
Proficiency in requestor/server communication via Pathway and experience with Nonstop utilities (FUP, KLIST, SCUP, TACL, TMF, RDF)
Proven experience in designing, developing, testing and deploying AI-driven solutions into HPNS enterprise applications
Advanced understanding of agile methodologies, including CI/CD, application resiliency, and security, as applied to HPNS environments
Demonstrated expertise in the testing, deployment, and support of large-scale, high-throughput, mission-critical payments applications on HPNS
Strong understanding of architecture and design across all systems, with awareness of industry-wide technology trends and best practices
Preferred qualifications, capabilities, and skills
Experience leveraging AI for process automation, software development lifecycle (SDLC), or enhancing application functionality within HPNS platforms
Experience with one or more general purpose programming languages and/or automation scripting
Working understanding of public cloud
$81k-98k yearly est. Auto-Apply 60d+ ago
CIB Client Service Account Manager- United States- 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Tampa, FL job
JobID: 210688159 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $68,000.00-$100,500.00; Jersey City,NJ $78,000.00-$113,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Client Services supports a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$78k-113k yearly Auto-Apply 52d ago
Injury Adjuster- FPI
USAA 4.7
Tampa, FL job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Injury Adjuster- FPI, you will responsible to adjust non-attorney involved soft tissue bodily injury or auto PIP/MP medical claims to include confirming coverage, determining liability, investigating, evaluating, negotiating, and adjudicating claims in compliance with state laws and regulations. Responsible for delivering a concierge level of best-in-class member service through setting appropriate expectations, proactive communications, advice, and empathy.
This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, C Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position.
Training Schedule: Must be available to attend mandatory training for 5 weeks. PTO will not be permitted during these time frames.
Work Schedule: Must be open and available to work any schedule assigned between Monday - Friday 7:00a.m - 7:30 p.m.
What you'll do:
Adjusts soft tissue, moderately complex and complex 1st party PIP/MP medical claims.
Identifies, confirms, and makes coverage decisions on soft tissue claims.
Investigates loss details, determines legal liability, evaluates, negotiates, and adjudicates claims appropriately and timely; within appropriate authority guidelines with clear documentation to support accurate outcomes.
Provides advice and sets expectations into next steps to members.
Collaborates and supports team members to resolve issues and identify appropriate matters for escalation.
Partners with and/or directs vendors and internal business partners to facilitate timely claims resolution.
Delivers a best-in-class member service experience through setting appropriate expectations and proactive communication.
Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
May be assigned CAT deployment travel with minimal notice during designated CATs.
Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.
What you have:
High School Diploma or General Equivalency Diploma.
1 year of injury adjusting or auto liability adjusting experience to include highly complex vehicle physical damage, such as multi-vehicle, non-owned vehicles, or total loss claims.
Working knowledge and understanding of the auto claims contract, investigation, evaluation, negotiation, and accurate adjudication of claims as well as application of case law and state laws and regulations.
Demonstrated negotiation, investigation, communication, and conflict resolution skills.
Proven investigatory, prioritizing, multi-tasking, and problem-solving skills.
Exercise sound financial judgment and discretion in handling insurance claims.
Knowledge of coverage evaluation, loss assessment, and loss reserving.
Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
What sets you apart:
2+ years Auto Liability/Casualty adjusting experience to include complex/multi vehicle liability.
3+ years PIP/MedPay coverage handling experience.
Ongoing Professional Development with a focus on Insurance.
Bachelors Degree or higher.
Compensation range: The salary range for this position is: $57,970 - $97,820.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$58k-97.8k yearly 4d ago
Advisor Development Program Client Associate
Bank of America 4.7
Bank of America job in Sarasota, FL
Sarasota, Florida
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*****************************************************************************************************************
**:**
**Advisor Development Program Client Associate**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
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. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
**Job Description:**
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
**The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:**
+ Developing a book of business in order to meet and exceed established performance hurdles
+ Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
+ Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
+ Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
+ Organizing and managing resources (time, people, budget) to run a productive practice
+ Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
+ Completing mandated training, assessments, performance goals and continuing education requirements
**We'll help you**
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions.
+ **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications:**
+ Displays confidence working as a self-starter in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven growth mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Exceptional interpersonal and relationship building skills
+ Effective communication skills (written and verbal)
+ Proven ability to quickly build trust and credibility
+ Proven ability to assess needs of and recommend appropriatesolutions
+ Proven ability to work both collaboratively on a team with key partners and independently
+ Proven ability to listen and probe for clarity and understanding
+ Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
+ Strong follow-through skills
+ Computer/technical literacy and proficiency in applications such as Microsoft Suite
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of work experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
**Job Responsibilities:**
+ Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
**Skills** **:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Trade Operations Management
+ Administrative Services
+ Client Investments Management
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$37k-47k yearly est. 2d ago
Merrill Lending Solutions Advisor II
Bank of America Corporation 4.7
Bank of America Corporation job in Tampa, FL
The Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on driving adoption of lending solutions across Merrill Wealth Management. Lending Solutions Advisor are embedded within the business to lead targeted business development efforts, primarily with Private Wealth Advisors and Merrill Financial Advisors with a concentrated focus on Ultra High Net Worth (UHNW) clients. They serve as the first point of contact for early-stage lending conversations and partner closely with GWIM Credit Advisors to deliver a seamless advisor and client experience, from opportunity identification through deal structuring and execution.
Job Description:
Responsible for directing and managing credit activities for a group of Private Wealth Management geographic markets including underwriting, risk analysis, approval, and monitoring credit quality for their area. Covers a credit and derivative portfolio that will generally be greater than $5Bn.; responsible for evaluating all credit exposure within the assigned region or territory; talent nurture and development is a key responsibility. Exercises significant joinder credit approval authority, approving and providing expertise on highly complex transactions within markets supported. Balancing risk management goals with the growth and profitability objectives of the groups supported.
Responsibilities:
* Drive growth by increasing advisor engagement and UHNW household penetration through education, opportunity identification, and early-stage client engagement
* Conduct book reviews and one-on-one advisor education sessions to uncover lending opportunities
* Lead initial client/prospect calls to discuss lending capabilities and gather financial information
* Pre-screen custom lending opportunities for alignment with GWIM lending guidelines and risk policy
* Prepare high-level deal memos and coordinate on potential opportunities with Credit Advisors
* Serve as advisor contact for key moments and escalations, as needed
* Present and participate in Division, Market, and office-level meetings, lending panels, roadshows, and client events
* Partner on deal structure, terms, and pricing with Credit Advisors (Credit Advisors retain pricing and approval authority)
* Stay current on lending solutions, risk policy, regulatory changes, and industry standards
* Identify incremental lending opportunities through renewals and loan modifications
* Contribute to Merrill Lending Solutions Group strategy, including product innovation and lending practice improvements
Required Qualifications:
* 12+ years of experience in wealth management, commercial lending, or credit advisory roles
* Strong interpersonal and communication skills, with ability to build trust and credibility with advisors and leadership
* Proven ability to educate and influence financial advisors on complex lending solutions
* Strong understanding of UHNW client needs and custom credit structuring
* Ability to manage multiple opportunities and deliver a high-quality advisor and client experience
* Familiarity with credit policy, risk management, and regulatory frameworks
* FINRA licenses: SIE, 7, 63 & 65 or 66, required
Desired Qualifications:
* Bachelor's degree preferred
* Experience structuring loans secured by commercial real estate, marketable securities, hedge funds, artwork, or other non-traditional collateral
* Skills in business development, relationship management, client engagement, and strategic thinking Skills Required: Skills:
* Business Development
* Client Management
* Loan Structuring
* Relationship Building
* Active Listening
* Credit Analysis
* Presentation Skills
* Collaboration
* Strategic Thinking
* Pipeline Management
* Problem Solving
* Sales Strategy
Shift:
1st shift (United States of America)
Hours Per Week:
40
$62k-90k yearly est. 10d ago
Merchant Services Business Development Sales Associate
Jpmorgan Chase & Co 4.8
Tampa, FL job
JobID: 210686147 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $100,000.00-$120,000.00; New York,NY $100,000.00-$120,000.00; Brooklyn,NY $100,000.00-$120,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Sales Associate in Merchant Services, you will assist in contributing to new sales targets and portfolio revenue growth by supporting Merchant Services Business Development Officers. You will actively engage in meetings, seminars, client calls, etc. and develop a network of contacts. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within Business Development, Relationship Management, or other functional areas within Merchant Services.
Job responsibilities
* Engage in activities such as call preparation, pitch books, and customer research that assist Merchant Services Business Development Officers in driving profitable revenue through selling
* Ensure all client/prospect-facing materials are current and compliant
* Develop account plans, briefing memos, and an understanding of competitors' products, positioning, and their shares of wallet within the client/prospect
* Coordinate with product partners to develop solutions to identify cross-selling and client growth opportunities
* Work with Business Development Officers on proposals including cost/benefit analysis, pricing, profitability models, and ensuring correct pipeline reporting
* Understand segment strategies to assist in developing recommendations and/or opportunities and proposal/pitch book generation
* Ensure efficient and effective onboarding of new clients and new services
* Assist in finalizing sales through documentation coordination/negotiation and smooth handoff to implementation team
* Coordinate Credit Risk, Know Your Customer, and other hierarchies with assigned Business Development Officers and Underwriters
* Develop broad and deep knowledge of Merchant Services products and their application for clients/prospects
* Identify and complete additional career development training (e.g., sales, credit, executive presence)
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent experience
* Exceptional verbal and written communication skills
* Strong organizational and planning skills
* Ability to prioritize multiple initiatives
* Strong interpersonal and relationship building skills
* Client management experience
* Ability to understand the Commercial Banking division and demonstrate the ability to speak to the firm's priorities, activities, and financial condition and performance
$100k-120k yearly Auto-Apply 42d ago
HP NonStop DBA - Lead Data Engineer
Jpmorgan Chase 4.8
Tampa, FL job
Join us as we embark on a journey of collaboration and innovation, where your unique skills and talents will be valued and celebrated. Together we will create a brighter future and make a meaningful difference. As a Lead Data Engineer at JPMorgan Chase within the ACH Technology team, you are an integral part of an agile team that works to enhance, build, and deliver data collection, storage, access, and analytics solutions in a secure, stable, and scalable way. As a core technical contributor, you are responsible for maintaining critical data pipelines and architectures across multiple technical areas within various business functions in support of the firm's business objectives.
**Job responsibilities**
+ Lead the elicitation, documentation, and validation of business and data flow requirements, ensuring alignment with stakeholder expectations and technical feasibility
+ Develop and maintain comprehensive knowledge of industry trends, emerging technologies, and best practices to provide strategic guidance and innovative solutions for complex projects
+ Model the design and implementation of technical solutions, ensuring seamless integration with existing systems and infrastructure
+ Utilize advanced data analytics techniques to extract insights from large, diverse datasets, driving data-informed decision-making and supporting key business initiatives
+ Mentor and guide team members in the application of technical writing and analytical reasoning skills, fostering a culture of continuous learning and improvement
**Required qualifications, capabilities, and skills**
+ Formal training or certification on HP Nonstop SQL DBA concepts and 5+ years applied experience
+ 5+ years of Experience on HP Nonstop
+ Experience as a SQL DBA
+ Demonstrated expertise in data analysis and data application, including hands-on experience with major data visualization platforms
+ Advanced knowledge of data analytics techniques, with experience in developing and interpreting models, diagrams, and data-driven insights
+ Proven ability to apply technical fluency in current and relevant platforms, software tools, and technologies to drive innovative solutions
+ Strong track record of leading through change, navigating ambiguous situations, and managing dependencies in complex projects
**Preferred qualifications, capabilities, and skills**
+ Experience with SQL/MX and SQL/MP
+ Experience on Golden Gate software
+ Experience with ACH or related banking domain exposure
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$101k-119k yearly est. 60d+ ago
Private Client Banker - Mitchell Ranch on Little Rd - Trinity, FL
Jpmorganchase 4.8
Trinity, FL job
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$81k-106k yearly est. Auto-Apply 2d ago
Middle Market Commercial Banking Merchant Payment Product Sales Consultant (East and West Coast)
Wells Fargo 4.6
Tampa, FL job
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! **Wells Fargo ranked No. 1 on the 2025 LinkedIn Top Companies in Financial Services list-recognized as the best place to grow your career in the industry!** in the U.S.
**About this role:**
Wells Fargo is seeking a few **Lead Merchant Product Sales Consultants** within **Commercial Banking's Merchant Services group** . We are hiring on both the West coast and East coast for these roles. This role will help drive revenue and expand Merchant Services sales to new Merchant customers. This is a strategic, consultative sales role focused on solutions for **Middle Market clients across all industries** .
This role offers the opportunity to operate with an **entrepreneurial mindset** while benefiting from the scale, resources, and stability of Wells Fargo. You'll be supported by experienced merchant sales engineers, implementation consultants, and account management teams-allowing you to focus on what you do best: building relationships and driving growth.
This individual will lead the full sales lifecycle-from prospecting and needs assessment through solution design and deal close-while collaborating closely with Commercial Banking Relationship Managers/Bankers, Treasury Management partners, and internal implementation teams.
Learn more about career areas and lines of business at wellsfargojobs.com (*********************************************
**In this role, you will:**
+ Drive **new business development** of electronic receivables and merchant services solutions for middle market clients
+ Lead complex, cross‑functional sales initiatives with broad market impact
+ Build strong internal partnerships to expand merchant services penetration and brand awareness
+ Execute consultative sales strategies aligned to client needs and revenue objectives
+ Present effectively to **C‑level client executives** and internal senior leadership
+ Mentor and support less experienced sales professionals
+ Contribute to product enhancements and identify opportunities for business process improvements
+ Actively share market insights and collaborate within a high‑performance team environment
**Required Qualifications:**
+ 5+ years of Business to Business (B2B) Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 5+ years of proven Merchant Sales experience and/or payment processing sales experience
**Desired Qualifications:**
+ 5+ years of merchant/payment processing and/or treasury management experience
+ Experience working with companies generating **$50MM+ in annual revenue**
+ Strong background in commercial banking, treasury, or financial services sales
+ Demonstrated success acquiring **net‑new clients** and expanding existing relationships
+ Deep understanding of interchange, payment architecture, and merchant services risk exposure
+ Proven ability to manage the full merchant onboarding lifecycle
+ Partner‑driven sales approach with Commercial Bankers and Treasury Management teams
**Job Expectations:**
+ Ability to travel up to **20%**
+ Hybrid work environment
+ Must reside within commutable distance of an approved posting location
+ Not eligible for visa sponsorship
Locations: East/West Coast
+ Atlanta, Georgia
+ Florida (Orlando, Tampa, Coral Gables)
+ Short Hills, New Jersey
+ Los Angeles, CA
+ Las Colinas, TX
+ New York City, NY
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$119,000.00 - $224,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
3 Feb 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-514064
Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Services. Be part of a global organization that values collaboration, excellence, and client impact.
As a Client Solutions Fund Manager Project Coordinator, you will play a key role in supporting project managers with scheduling, documentation, and core project tasks. You will work closely with external fund managers hired by our clients, managing their day-to-day business interactions with JPMorgan's Commercial & Investment Bank. You will support both new and incremental client events for Securities Services, serving a wide range of clients including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. Your work will span all Securities Services products, from single product implementations to complex, multi-entity deals.
Job responsibilities:
• Coordinate the fund manager requirements gathering process
• Ensure fund manager requirements are understood and collaborate with internal partners to design, document, and secure sign-off on scope and solutions
• Support project activities including:
- Develop and manage project delivery plans
- Execute project plans with robust governance and reporting
- Actively mitigate and manage project risk by coordinating timely resolution of issues
- Scope containment and change management
- Manage and motivate virtual teams across multiple locations and disciplines
- Execute post-implementation reviews to continually improve practices
• Prioritize, track, and report on all projects in the pipeline
• Ensure compliance with all controls and procedures
• Own all project communication to internal and external stakeholders
• Deliver high levels of internal and external client satisfaction
• Identify potential tactical and strategic improvements to implementation processes
• Proactively drive internal team and department-wide initiatives as agreed upon
Required qualifications, capabilities, and skills:
• Project management skills
• Client-facing skills
• Highly structured and methodical in execution
• Clear, articulate, and concise verbal and written communication
• Strong presentation skills
• Proven ability to influence and work collaboratively with multiple internal disciplines (sales, operations, technology, product management)
• Keen eye for identifying and resolving risks
• Ability to systematically remove ambiguity from projects
• Work well in an evolving environment
• Bachelor's degree
• 3-5 years in Financial Services, particularly Securities Servicing Industry
• 2+ years in a client-facing support role or commensurate experience
Preferred qualifications, capabilities, and skills:
• Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Trading Services, and Data Analytics
$68k-95k yearly est. Auto-Apply 16d ago
2027 Commercial & Investment Bank Securities Services Leadership Program - Summer Analyst Program
Jpmorgan Chase & Co 4.8
Tampa, FL job
JobID: 210690767 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00 As a summer analyst in the Securities Services team, you will have programing created to provide you with a comprehensive overview of the business and build key skills for the future. This 9-week summer analyst program is the gateway into our full-time rotational program that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business. You will spend your summer in one of our key business areas. We have opportunities in the following locations: New York Metro, NY; Boston, MA; Tampa, FL.
If you receive an offer to join full-time, you'll participate in three ten-month rotations, covering areas such as Client Services, Product Development, Data & Analytics, Sales and Product Management. This program is designed to establish a strong foundation in the key disciplines of Securities Services so that you will be able to take on significant responsibilities and projects within the business upon completion of the program.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Job responsibilities
* Develop your analytical, technical and leadership skills
* Gain hands on project management experience
* Work with engaged managers in your location
* Gain exposure to global teams across all areas of Securities Services
* Engage regularly with business leaders, current program participants, and program alumni
* Grow under the guidance of a mentor, program manager, and a direct manager
Required qualifications, capabilities, and skills
* Fluency in English
* Attend college/university in the U.S.
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Expected graduation date of December 2027 - June 2028 from bachelor's or master's program
* If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree
* To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Preferred qualifications, capabilities, and skills
* Exceptional communications skills and clear, articulate, and concise verbal and written communication
* Have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Ability to multi-task and prioritize workloads, strong time-management skills, and thrive in fast-paced collaborative environments
* Ability to understand and resolve or escalate issues quickly
* Proficiency with Excel and PowerPoint
* Demonstrated leadership ability and ability to develop solutions and drive change
* Strong interest in finance, project management, emerging technologies, data governance, analytics, and use of digital tool to drive innovation
Training
As a summer analyst you will have programing created to provide you with a comprehensive overview of the business, key skills for the future and have access to all of our Securities Services University courses.
As a full-time analyst, you will cultivate and hone new skills through an ongoing training curriculum and program analysts will participate in a 2-week bootcamp. You will have the unique opportunity to participate in leadership trainings designed for your analyst class.
Career Progression
Upon successful completion of the summer program, you may receive an offer to join our two and a half year Securities Services Leadership Full-Time Rotational Program.
Join Us
At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
What's Next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet certain required qualifications.
If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds, and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
2026 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran
$100k-100k yearly Auto-Apply 20d ago
Supervision Manager
Bank of America 4.7
Bank of America job in Tampa, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Enterprise Job Description:
The Supervision Manager serves to ensure regulatory compliance and corporate mandates for all administrative, sales, and operational activities performed by registered associates. Primarily responsible for limiting risk and financial exposure to the business unit and the firm for registered associates located in call centers or financial centers. Responsible for day-to-day front line supervision, including mandated supervisory reviews and enterprise alerts, trade, solution & enrollment review, trade correction, and complaint resolution. Additional responsibilities include development of advisor proficiency through supplemental training, active coaching & remediation of policy and procedure violations. Series 7, 66, 9/10 or equivalent required.
The Supervision Management position will serve to ensure regulatory compliance and corporate mandates for all administrative, sales, and operational activities performed by Field Financial Services Advisors (FSA) roles in the Merrill Consumer Investments platform. This platform within the Consumer Banking & Investments has over 193 billion in assets under management. A predominate objective of the position is to limit risk and financial exposure to the business unit and the firm.
The Supervision Manager (SM) reports to the Division Supervision Manager (DSM). The SM is a member of the Branch Leadership Team, along with members of the Centralized Supervision. The SM supports the Firm's business objectives and contributes to the line of business profitability by influencing Advisor business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Ultimately, the SM protects the Firm, helps growth business responsibly, and serves the client by proactively managing and mitigating risks.
The Supervision Manager as a member of the branch leadership team, is responsible for a wide variety of delegated Supervision which includes administrative and business functions related to the regulatory supervisor's responsibilities for the parent and associate offices. The role functions independently, or with minimal guidance and supports the company's business objectives and contributes to branch office profitability by influencing Financial Advisor business practices in ways that minimize regulatory, financial and reputational risks.
Responsibilities:
Coach and drive good behaviors and best practices to operate within the company's risk controls and promote operational excellence.
Use existing supervisory applications to complete quarterly registered representative review of each individual FSA location, ensuring compliance with all policies, procedures, settings and circumstances. Secondary locations are to be visited annually.
Review, respond, and resolve Sales Practice customer complaints received verbally or in writing for Merrill edge.
Assist in arbitration and legal matters.
Perform client contact, as necessary.
Review and maintain all Client, Compliance and Regulatory Incoming and Outgoing Correspondence
Provide market and non-market action decisions.
Review and approval of any events, such as, seminars, outside speaking engagements or media coverage conducted by FSAs.
Monitor and review Investor Profile changes.
Review Policy Settlements of a particular threshold to ensure settlements are within Firm Policy and Procedures.
Monitor and review large trade and managed account enrollments
Review exception requests for Control Securities and coordinate with Field FSAs.
Monitor and manage registration, licensing and continuing education for advisors.
Monitor and review client accounts for potential risk with regard to mutual fund trading, concentrated positions, active client reviews, and margin usage.
Review Compliance 1028 exception items for potential exposure, and ensure timely and appropriate follow-up.
Manage projects / initiatives to improve sales supervision and risk management.
Monitor transactions for adherence to state registration requirements
Monitor adherence to all established policies and procedures by registered representatives
Escalate emerging risks within the enterprise risk framework to identify potential business concerns and/or breakdown in controls.
Skills:
Bachelor's Degree or equivalent work experience
Must have FINRA Series 7, 8 or 9/10, 63/65 or 66 to be considered for the role (in lieu of the 8 or 9/10 we could consider candidates holding all of the following licenses: 4, 24, and 53)
Familiarity with compliance and regulatory issues
Strong auditing background with willingness to travel
Strong leadership abilities, communication and delegation skills
Familiarity with Microsoft Word, Excel, and PowerPoint
Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, and policies/procedures
Strong time management and organization skills with the ability to prioritize appropriately
Proven ability to build and retain strong interpersonal relationships
Ability to identify client needs and concerns, and coach advisors on aligning solutions to goals in a suitable and controlled way
Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk
Demonstrated strong and effective leadership style through clear communication and collaboration with other partners to make sound decisions with courage and conviction
Required Qualifications:
2 years industry experience
Must have FINRA Series 7, 8 or 9/10, 63/65 or 66 to be considered for the role (in lieu of the 8 or 9/10 we could consider candidates holding all of the following licenses: 4, 24, and 53)
Desired Qualifications:
Strong leadership abilities, communication and delegation skills
Familiarity with Microsoft Word, Excel, and PowerPoint
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$86k-124k yearly est. Auto-Apply 60d+ ago
Data Scientist II - Client Protection
Bank of America 4.7
Bank of America job in Tampa, FL
Charlotte, North Carolina;Plano, Texas; Boston, Massachusetts; Chandler, Arizona; Tampa, Florida; Chicago, Illinois; Jacksonville, Florida; Newark, Delaware; Phoenix, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**************************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America 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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Summary:**
This job is responsible for reviewing and interpretating large datasets to uncover revenue generation opportunities and ensuring the development of effective risk management strategies. Key responsibilities include working with lines of business to comprehend problems, utilizing sophisticated analytics and deploying advanced techniques to devise solutions, and presenting recommendations based on findings. Job expectations include demonstrating leadership, resilience, accountability, a disciplined approach, and a commitment to fostering responsible growth for the enterprise.
Client Protection Shared Services - Advanced Analytics is looking for an energetic and inquisitive data scientist to join our team and help us combat financial crime. In this role, you will be expected to work on large and complex data science projects that entail working with both relational and graph databases. In these projects, it is expected to collaborate with internal strategy, technology, product, and policy partners to deploy advanced analytical solutions with the goal of reducing fraud losses, lowering false positive impacts, improving client experience, and ensuring the Bank minimizes its total cost of fraud. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic initiatives, large-scale projects, and overall improvements.
**Responsibilities:**
+ Perform graph analytics to find and mitigate densely connected fraud networks
+ Assist with the generation, prioritization, and investigation of fraud rings
+ Enable business analytics, including data analysis, trend identification, and pattern recognition, using advanced techniques to drive decision making and data driven insights
+ Understanding of end-to-end model development work, ranging from supervised, unsupervised, and graph-based machine learning solutions, to maximize detection of fraud or capture anomalous behavior
+ Manage multiple priorities and ensures quality and timeliness of work deliverables such as data science products, data analysis reports, or data visualizations, while exhibiting the ability to work independently and in a team environment
+ Manage relationships with multiple technology teams, development team, and line of business leaders, including alignment of roadmaps, managing projects, and managing risks
+ Oversee development, delivery and quality assurance for data science use cases delivered to the production environment and other areas of the line of business
+ Support the identification of potential issues and development of controls
+ Support execution of large-scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytical-based insights
+ Manages a roadmap of data science use cases to answer business trends based on economic and portfolio conditions and communicate findings to senior management, while diligently working and leading peers to solve for these use cases
+ Coach and mentor peers to improve proficiency in a variety of systems and serve as a subject matter expert on multiple business and technical-related topics
+ Apply agile practices for project management, solution development, deployment, and maintenance
+ Deliver presentations in an engaging and effective manner through in-person and virtual conversations that communicates technical concepts and analysis results to a diverse set of internal stakeholders, and develops professional relationships to foster collaboration on work deliverables
+ Maintain knowledge of the latest advances in the fields of data science and artificial intelligence to support business analytics
+ Engage business and technology senior leaders on reporting of project/deliverable statuses, opportunity identification, and planning efforts
**Required Qualifications:**
+ 4+ years of experience in data and analytics
+ 4+ years of experience in data analytics within fraud prevention
+ Must be proficient with SQL and one of SAS, Python, or Java
+ Must have familiarity with Graph databases (e.g. TigerGraph, Neo4J) and graph query languages
+ Problem-solving skills including selection of data and deployment of solutions
+ Proven ability to manage projects, exercise thought leadership and work with limited direction on complex problems to achieve project goals while also leading a broader team
+ Excellent communication and influencing skills
+ Thrives in fast-paced and highly dynamic environment
+ Intellectual curiosity and strong urge to figure out the "whys" of a problem and produce creative solutions
+ Exposure to model development leveraging supervised and unsupervised machine learning (regression, tree-based algorithms, etc.)
+ Expertise in data analytics and technical development lifecycles including having coached junior staff
+ Expertise handling and manipulating data across its lifecycle in a variety of formats, sizes, and storage technologies to solve a problem (e.g., structured, semi-structured, unstructured; graph; hadoop; kafka)
**Desired Qualifications**
+ Advanced Quantitative degree (Master's or PhD)
+ 7+ years of experience; work in financial services is very helpful, with preference to fraud, credit, cybersecurity, or other heavily quantitative areas
+ Understanding of advanced machine learning methodologies including neural networks, graph algorithms, ensemble learning like XGB, and other techniques
+ Proficient with SPARK, H2O, or similar advanced analytical tools
+ Analytical and Innovating Thinking
+ Problem Solving and Business Acumen
+ Risk and Issue Management, interpreting relevant laws, rules, and regulations
+ Data Visualization, Oral and Written Communication, and Presentation Skills
+ Experience managing multi-year roadmaps, engaging technical and non-technical stakeholders, and leading large cross-functional formal projects
+ Experience influencing mid to senior (executive) level leaders
+ Experience managing risk and issue remediation
+ Understanding of computer science topics like automation, code versioning, computational complexity, parallel processing, requirements gathering, testing methodologies, and development lifecycle models like Agile
**Skills:**
+ Agile Practices
+ Application Development
+ DevOps Practices
+ Technical Documentation
+ Written Communications
+ Artificial Intelligence/Machine Learning
+ Business Analytics
+ Data Visualization
+ Presentation Skills
+ Risk Management
+ Adaptability
+ Collaboration
+ Consulting
+ Networking
+ Policies, Procedures, and Guidelines Management
**_It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. _**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$71k-93k yearly est. 6d ago
Associate Banker-Community Development Banking- Associate
Jpmorganchase 4.8
Tampa, FL job
Become an integral part of a team that proudly supports vibrant and diverse neighborhoods by providing loans, investments, and services for low- and moderate-income households and communities nationwide!
J.P. Morgan Chase's Community Development Banking (CDB) business is a national leader in community development finance for affordable housing and economic development projects. With our resources, CDB offers financing for projects of any size and complexity, including construction financing, bridge loans, acquisition loans, letters of credit to support bond transactions, and long-term permanent financing for Low Income Housing Tax Credit developments and bond purchases. CDB's clients include for-profit and not-for-profit developers, government entities engaged in housing and economic development, and community-based organizations.
As a Community Development Banking Senior Associate within our Commercial Real Estate team, your initial responsibility will be to provide support and assistance in the underwriting and approval process for acquisition, construction, and/or permanent loans sourced by senior banker colleagues. You will report to a CDB Banker, but will support all members of the Tampa team.
Job Responsibilities
Work with the team of Originating Bankers to gather all project related documentation, prepare credit committee pitch packages, Letters of Interest, and Term Sheets. Duties will include analysis and adjustment, as necessary, of development budgets, operating statements, rent schedules, construction flow of funds, relevant personal and corporate financial statements, operating statements, market studies and other third-party reports.
Work collaboratively with the assigned underwriter through the credit approval process, including closing calls, due diligence collection, and internal reporting requirements.
Review legal documentation associated with the transaction prior to closing to determine accuracy of information and consistency with the terms of credit approval.
Assist in handling client meetings and/or calls related to specific financings, and attend JPM Chase sponsored events and other affordable housing industry events, both during and after business hours.
Maintain awareness of construction progress (appropriateness of draw requests, adequacy of debt and equity sources, time delays, cost overruns, usage of contingency funds, potential negative equity adjusters, and compliance with loan documents).
Required Qualifications, Skills and Capabilities:
2.5+ years' experience in the financing of commercial real estate transactions including familiarity with the financing of mixed income and affordable housing development projects.
Experience with Federal, State and Local Affordable Housing/LIHTC financing programs required
BA/BS degree
Ability to interact favorably in person and on the telephone with prospects, clients, consultants, government agency staff, and legal counsel
Ability to work as a member of a team and adjust priorities as necessary to achieve team, as well as individual, goals
Excellent written and verbal communication skills
Strong PC skills; proficient in MS Word, Excel, PowerPoint, and Outlook
Limited travel is required, occasionally overnight
Preferred Qualifications, Skills and Capabilities:
Formal bank credit training
Knowledge of standard bank credit policies and loan administration procedures
$33k-78k yearly est. Auto-Apply 60d+ ago
Fraud Analytics and Innovation Lead Analyst
Bank of America Corporation 4.7
Bank of America Corporation job in Tampa, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America 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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
Responsibilities:
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
* Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
* Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
* Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
* Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
Required Qualifications:
* Minimum 3 years SAS/SQL Coding knowledge and/or experience
* Ability to manage multiple projects in a complex and rapidly-changing environment
* Ability to work independently as well as part of a team
* Demonstrate strong analytical skills
* Previous risk/fraud analysis, strategy development, or related experience
* Strong written and oral communication skills
* Intellectually curious and willing to dive into complete issues\problems and solve
Desired Qualifications:
* 5+ years of risk analysis, strategy development, or related experience
* 5+ years of SAS or SQL Coding experience
* Prior experience in Authentication, Fraud, Debit Card or other related risk fields
* Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
* Experience managing relationships and projects with external vendor partners
Skills:
* Analytical Thinking
* Business Analytics
* Data and Trend Analysis
* Fraud Management
* Problem Solving
* Collaboration
* Innovative Thinking
* Monitoring, Surveillance, and Testing
* Presentation Skills
* Risk Management
* Data Visualization
* Interpret Relevant Laws, Rules, and Regulations
* Issue Management
* Oral Communications
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$49k-85k yearly est. 20d ago
Credit Manager II (Covered)
Bank of America Corporation 4.7
Bank of America Corporation job in Tampa, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America 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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The Commercial Credit Manager (CCM) functions as the credit underwriting team leader for one or more markets, providing market leadership in partnership with the Market Executive (ME) and Treasury Solutions Manager (TSM). The CCM focuses on product and policy expertise while managing a credit underwriting team responsible for expanding and retaining both a Business Banking and Middle Market portfolio, generating revenue, driving profitability and delivering solutions that will lead to client satisfaction and loyalty. The CCM also oversees appropriate execution of credit solutions while optimizing risk and return, managing asset quality, and ensuring high quality underwriting that aligns with policy and procedures.
The CCM continually enhances team performance, develops future leaders and preserves the talent depth of the team by selecting new members, arranging appropriate training and development, coaching, managing performance, removing obstacles to ensure the team's success, and when appropriate, exporting talent. The CCM is responsible for establishing a diverse and inclusive workplace and focusing on employee and client satisfaction.
The CCM is accountable for leading and coaching his/her team to design and deliver integrated solutions, underwriting, structuring, and negotiating those solutions at the market level. CCM's partner closely with relationship management teammates in Global Commercial Banking and Business Banking to consult on sales opportunities and provide the product expertise necessary to deliver the best solution to the client. When required, the CCM participates in or leads enterprise projects and initiatives.
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: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.
* Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.
* Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.
* Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.
* People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.
* Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.
* Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.
* Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage.
Skills:
* Coaching
* Decision Making
* Hiring and Onboarding
* Loan Structuring
* Underwriting
* Credit Documentation Requirements
* Oral Communications
* Prioritization
* Risk Management
* Written Communications
* Analytical Thinking
* Business Acumen
* Client Solutions Advisory
* Collaboration
* Executive Presence
Required Skills:
General Qualifications:
12+ years of Commercial Banking Credit Experience
3+ years' experience managing a credit team
Strong communication and negotiation skills
Ability to handle change and drive results
Executive Presence required
Minimum Education Requirement:
Bachelor's Degree required with Advanced Degree preferred
Shift:
1st shift (United States of America)
Hours Per Week:
40
$68k-91k yearly est. 39d ago
Fraud Analytics and Innovation Senior Leader - Industry Trends and Capabilities Leader
Bank of America Corporation 4.7
Bank of America Corporation job in Tampa, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America 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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for managing a group of team leaders and employees who develop strategies and drive analytics to understand portfolio risk, increase profitability, and optimize operational performance. Key responsibilities include setting strategic priorities for the team, identifying trends, and leading efforts to maximize risk versus return for the business unit. Job expectations include using data and analytics to solve complex problems, coaching and developing employees, and partnering across technology, product, and risk leadership to drive performance.
We are seeking a visionary Senior Fraud Strategy Leader to join our Fraud Strategic Enablement team within Client Protection at Bank of America. This role is pivotal in helping to shape the Bank's fraud prevention strategy and investment roadmap by building /leading the program to develop strategic insights into global fraud trends (particularly AI-driven). This role will be required to be able to develop structured, industry-level assessments of risks and solutions in line with what you would expect from top-tier strategy consultants or leading research firms like Gartner. In addition to driving this proactive strategic assessment, this leader will also have accountability for selecting and driving the evaluation and testing of promising industry fraud prevention and detection tools. This is a fantastic opportunity for an experienced, strategic leader to have a direct impact on the forward-looking fraud risk management strategy at one of the world's largest banks. This position demands a blend of strategic thinking, deep fraud expertise, and executive-level influence.
Responsibilities:
* Establishes department-wide strategies and oversees portfolio trend analysis, forecasting, and risk/control performance
* Leads innovation by identifying and championing large scale initiatives that improve the risk management, profitability, and control oversight of risks for their business unit(s)
* Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
* Coaches employees on best practices for structuring complex problems, performing analysis, and communicating the results and implications of their work
* Builds and maintains strategic relationships with peers and counterparts across product, technology, and business control functions
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
* Leverage industry insights, news articles, vendor relationships, and hands-on research to developing an ongoing assessment of global fraud trends, emerging risks from AI, and how these will likely impact clients and the Bank. Create and share across the enterprise a structured framework around these risks using consulting-style frameworks and assessments.
* Monitor Regulatory and Industry Developments: Stay ahead of evolving regulations, threats, and industry research, translating these into actionable strategies.
* Analyzing vendor roadmaps and R&D pipelines to identify how their capabilities can proactively address evolving threats like synthetic identities, account takeover via deepfakes, or supply chain fraud in a post-quantum era.
* Internally, lead knowledge-sharing programs such as executive workshops, fraud strategy forums, and innovation labs to disseminate cutting-edge insights across departments, fostering a culture of continuous learning and proactive risk awareness.
* Lead the selection and evaluation of promising 3rd party solutions:
* Use strategic assessment, industry intelligence, and hands on discussions and evaluations with vendors to develop a clear framework for evaluating existing vendor solutions and their applicability to emerging risks. Drive assessments and consensus on which solutions are worth further exploration and evaluation / pilots. Lead pilot programs for cutting-edge solutions while ensuring alignment with ethical AI practices and privacy standards.
* Conducting comprehensive vendor due diligence and RFP (Request for Proposal) processes, evaluating offerings from leading fraud detection providers against criteria such as scalability, innovation potential, integration feasibility, and cost-effectiveness.
* Lead Vendor Evaluations and Strategic Partnerships: Lead the assessment and selection of external vendors and technology partners to enhance the bank's fraud prevention capabilities, including
* Facilitating proof-of-concept (POC) trials and pilot implementations to test vendor solutions in real-world scenarios, measuring performance against key metrics like false positive rates, detection accuracy, and adaptability to regulatory changes
Required Qualifications:
* 10+ years in fraud strategy, risk management, or related fields within financial services, consulting, or research environments.
* Bachelor's degree in Business, Engineering, Finance, Computer Science, or a related field
Desired Qualifications:
* Master's degree (e.g., MBA) or equivalent professional certifications preferred.
* Proven track record in executive-level strategy roles at a tier 1 consulting firm, or a major Financial Services institution.
* Deep expertise in fraud trends, including cyber threats, insider risks, and emerging technologies.
* Strong analytical skills with proficiency in data modeling, scenario planning, and strategic frameworks.
* Executive Level Influence: Ability to collaborate internally and externally at the executive and expert-levels to develop new insights, socialize impacts, and build advocacy and awareness.
* Ability to navigate ambiguity in a complex environment, balancing strategic vision with tactical execution.
Skills:
* Strategic Thought Leadership
* Business Analytics
* Data and Trend Analysis
* Fraud Management
* Problem Solving
* Artificial intelligence / Machine Learning
* Innovative Thinking
* Statistical Design of Experiments and Solution Testing
* Presentation Skills
* Risk Management
* Oral and Written Communications
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$94k-116k yearly est. 39d ago
Operations Project Consultant
Bank of America 4.7
Bank of America job in Tampa, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America 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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
The Consumer Client Experience Team is seeking an experienced, motivated individual to join our high performing team as an Operations Project Consultant.
Job Description:
As a key member of our team you will be responsible for leading and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF).
Key responsibilities include executing on critical processes and tools to drive adherence to enterprise-wide standards. Job expectations include supporting the implementation of centralized thematic analysis for the Consumer business. Ongoing execution of the quality assurance program and its quality control processes, monitoring and testing of controls, identification of issues, control improvements for remediation, and building out actions plans and milestones.
Responsibilities:
•Support and execute centralized theme analysis efforts by identifying trends, themes, risks, and root causes for Complaints
•Partners with stakeholders to communicate insights and influence actions based on analysis outcomes
•Performs identifying issues, monitoring of controls, and tracks improvements for remediation
•Implements use of optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts
•Supports the performance of FLUs and Product Teams by conducting quality inspection reviews
•Supports and reviews Complaint Thematic Analysis operations for front line unit responses to internal Audit and/or Global Compliance and Operational Risk (GCOR)
Required Qualifications:
Proven experience and in-depth knowledge of Enterprise Complaint requirements
Project management experience, including controls, communicating with stakeholders, and strategy planning
Ability to collaborate with various leaders across the change process, including senior executives and strategic partners
Must be able to adapt to a fast paced/changing environment; flexible to balance multiple needs and competing priorities
Outstanding verbal and written communication skills; ability to simplify and summarize complex topics; have executive presence
Self-motivated and strong ability to work autonomously; Ability to grasp new concepts in short time frames
Challenges end-to-end process efficiency and effectiveness, engage in data driven decision-making and removes obstacles to optimize operations
Inspects and challenges risk controls, governance to ensure the timely identification, escalation, debate, and remediation of risk across the change environment
Strong working knowledge of Word, Excel, PowerPoint, and SharePoint
Demonstrated ability to build partnerships and work with multiple partners
Desired Qualifications:
Ability to analyze data and trends including AI-Sourced data to support performance enablement
Effective organizational and time management skills
2+ years of experience in QA operations oversight, compliance, or a related analytical field
Familiarity with tools for data visualization or reporting (MicroStrategy)
Skills:
Active Listening
Attention to Detail
Collaboration
Critical Thinking
Written Communications
Decision Making
Influence
Oral Communications
Prioritization
Problem Solving
Adaptability
Customer and Client Focus
Data Management
Emotional Intelligence
Risk Management
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy
Enterprise Description:
This job is responsible for handling medium to large projects for a Line of Business that may be regional or national in scope. Key responsibilities include recommending policy and procedural changes and developing measurement criteria and project plans such as cost and resource estimates. Job expectations include working with senior management to evaluate current methods and develop strategies to implement change and improvements brought about by the project.
Shift:
1st shift (United States of America)
Hours Per Week:
40