Bank of America jobs in Columbus, OH

- 978 jobs

Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit - Chicago/Cleveland/Columbus/Cincinnati/Pittsburgh/Indianapolis
Bank of America 4.7
Bank of America job in Columbus, OH
Chicago, Illinois;Pittsburgh, Pennsylvania; Auburn Hills, Michigan; Cincinnati, Ohio; Clayton, Missouri; Indianapolis, Indiana; Cleveland, Ohio; Columbus, Ohio **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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **Job Summary:** The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects in the Midwest region. The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). **Job Description:** This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify business development, cross-selling opportunities for new and existing clients as well as focusing on overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs + Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships + Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends + Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects + Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues + Coaches and mentors peers, while utilizing leadership skills + Adapts to changes in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis + Leadership Development + Project Management + Referral Identification + Sales Performance Management + Business Development + Client Experience Branding + Continuous Improvement + Data and Trend Analysis + Pipeline Management + Intellectual Curiosity **Required Qualifications:** + 10+ years' experience in broad based commercial lending/corporate finance/relationship management experience + Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million. + Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions. + Professional proven sales skills and experience, including planning, execution and follow up of client meetings. + Strong corporate finance, capital markets and accounting acumen. + Financial modeling experience and the completion of a formal credit training preferred. + Outstanding oral and written communication skills. + Demonstrated leadership ability. + Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE), Series 7 & 63(Must obtain SIE, series 7 & 63 license within 180 days of start date) **Desired Skills:** + Undergraduate degree in related field or equivalent work experience. MBA desirable. + Existing knowledge of the market preferred. + Active member/participation in local community organizations. + Highly desirable to have active networking contacts and Centers of Influence established in market. + Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions. **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.
$79k-107k yearly est. 60d+ ago
Credit Servicing Specialist II
Bank of America 4.7
Bank of America job in Westerville, OH
Jacksonville, Florida;Westerville, Ohio; Plano, Texas **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:** Responsible for any of the following and specific assignments may vary in order to achieve proper segregation of responsibilities: loan system and general ledger account reconciliation, resolving aged items in accounts, monitoring and clearing system rejects, performing limited variance analysis at the request of finance partners, initiating maintenance requests for general ledger accounts, posting of transactions to customer accounts, clearing items rejected from automated processes, performing maintenance to customer accounts, performing research and correcting problems, preparing and processing general ledger entries, monitoring ticklers and taking appropriate action, inputting and balancing batch work to the loan system, provide specialized processing support. **Required Qualifications:** + 1 year or more experience with Commercial credit servicing + Loan IQ experience + Experience with manage pipeline queues and meet established business metrics. + Credit Center experience + Extreme attention to detail in terms of research items such as letter of Credit, Interest and Fess, settlements and Loan documents + Ability to multi-task, navigate technology easily, manage pipeline queues and meet established business metrics. **Skills:** + Attention to Detail + Customer and Client Focus + Data Collection and Entry + Prioritization + Written Communications + Analytical Thinking + Collaboration + Oral Communications + Recording/Organizing Information + Issue Management + Legal Structures and Legal Forms + Policies, Procedures, and Guidelines 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.
$39k-60k yearly est. 1d ago
Associate - Modeling Analytics
Jpmorgan Chase & Co 4.8
Columbus, OH job
JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment. Job Responsibilities * Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations * Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives * Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement * Create and present forecasts to senior management with a clear storyline and data support * Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business * Be a self-motivated individual with the ability to work on multiple projects with limited guidance * Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR Required qualifications, capabilities, and skills * Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required. * Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting. * Minimum 3 years of related analytical experience. * Strong knowledge of Python, SAS, SQL, and MS Office required. * Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas. * Excellent oral and written communication and presentation skills. Preferred qualifications, capabilities, and skills * Advanced degree is preferred. * Strong P&L knowledge and understanding of drivers of profitability. * Knowledge of CCAR (Stress Testing) and CECL process
$93k-114k yearly est. Auto-Apply 14d ago
Senior Product Portfolio Operations Associate - Portfolio Management
Jpmorganchase 4.8
Columbus, OH job
Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation. As a Senior Product Portfolio Operations Associate in Operations Portfolio Management Team, you are a significant contributor to your team with a strong knowledge of optimization and integration. You understand what it takes to bring together all the key elements of a product line and its products to ensure coordinated outcomes. Consumer & Community Banking (CCB) Operations Product organization provides critical cross-line of business support across JPMC and serves as one of the largest product portfolios in CCB, delivering value to millions of customers and over 30,000 employees. As a product team member, your problem-solving skills will place you on the cutting edge of defining the vision, creating the strategy and building the roadmap to solutions that impact millions. Along the way, you'll develop a deep, end-to-end understanding of the business and find an inclusive culture that welcomes diverse ideas and supports your individual growth and career mobility. Job responsibilities Creates synergies across products to ensure successful delivery against business objectives Collects key inputs from across products to ensure the full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs Calculates metrics for portfolio management operations and analyzes data for areas of opportunity Develops change initiative materials and change timelines Assists in the product-level collection strategy consisting of controls, financials, and resourcing needs Required qualifications, capabilities, and skills 3+ years of experience or equivalent expertise in program management or performance optimization Proven ability to implement operational effectiveness initiatives Prior working exposure to operations of the product development life cycle and agile methodologies Preferred qualifications, capabilities, and skills Proven ability to operate within matrixed, cross-functional teams, through collaboration, influence, and conflict resolution skills to achieve desired results Strong communication, presentation, and interpersonal communications skills with ability to develop and maintain relationships Prior working exposure to analytical problem solving, creativity, and attention to detail, demonstrated by the ability to make timely and sound decisions Demonstrated flexibility to effectively shift between strategic and detailed tactical management Consumer Community Banking (CCB) Operation and product management experience a plus
$104k-138k yearly est. Auto-Apply 26d ago
Project Manager - Operations Program Support
Jpmorganchase 4.8
Columbus, OH job
Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do. As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success. Job Responsibilities: Manage fast-paced, complex, cross-functional programs or projects with significant business impact. Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle. Develop and manage integrated plans, providing regular progress communications to stakeholders. Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones. Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model. Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines. Required Qualifications, Capabilities, and Skills: Bachelor's degree in a related field from an accredited learning institution. 5+ years of related Program or Project Management experience. Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices. Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology. Proven ability to manage multiple efforts, resources, and address issues in a timely manner. Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities. Preferred Qualifications, Capabilities, and Skills: Project Management Professional (PMP). Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis. Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders. Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams. Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.
$79k-96k yearly est. Auto-Apply 9d ago
2026 JPMorganChase Fellowship Program - Corporate Function - Global Finance & Business Management Analyst Program (GF&BM)Track
Jpmorgan Chase 4.8
Columbus, OH job
JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. **Job responsibilities** + Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. + Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. + Prepare and present a curriculum-based project to an audience of senior stakeholders. **Required qualifications, capabilities, and skills** + Sophomore standing (expected graduation date of December 2027 through Summer 2028) + Attends college/university in the U.S. (all majors considered) in good standing + Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity + Possess a strong interest in developing professional skills for future opportunities in financial services **Preferred qualifications, capabilities, and skills** + Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale 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.) **Locations fellows may join:** Columbus, OH Newark, DE New York, NY Plano, TX Wilmington, DE Fellows will have an opportunity to select up to three location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area. **About Our Track** **Line of Business:** Corporate Function **Track:** Global Finance & Business Management Analyst Program (GF&BM) Join our Global Finance & Business Management Analyst Fellowship Track to gain an understanding of our firm's operations, our lines of business and the critical role the Finance & Business Management organization plays. As a fellow, you will explore how we support the businesses and contribute to the success of the firm. In this program track, you can: + Gain an understanding of how we provide insights that support business leaders in decision-making. + Deepen your understanding in how to develop accurate and detailed reports to track financial performance and operational efficiency. + Learn how the Finance & Business Management organization collaborates on projects that influence the firm's financial strategies and outcomes. **What's next?** Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are ways for us to initially get to know you, so it's important to complete all 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 required qualifications. If you are advanced to the next step of the process, you will 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. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once 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 will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 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 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. **Base Pay/Salary** New York,NY $26.45 - $26.45 / hour
$26.5-26.5 hourly 28d ago
Loan Origination Specialist IV
Jpmorgan Chase 4.8
Columbus, OH job
Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution. As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth. **Job responsibilities** + Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards. + Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively. + Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction. + Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness. + Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements. **Required qualifications, capabilities, and skills** + Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations. + Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions. + Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions. + Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust. + Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes. **Preferred qualifications, capabilities, and skills** + Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support. + Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness. + Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight. + Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations. + Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives. 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
$74k-120k yearly est. 45d ago
Product Manager, Digital Channels Core Experience
Jpmorganchase 4.8
Columbus, OH job
You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients. As a Product Manager in Channels Core Experience team, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value. Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations. Job responsibilities Develops a product strategy and product vision that delivers value to customers Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability Collaborate with design, engineering, analytics, business and functional partners to drive product initiatives Owns end-to-end delivery of product features, and identify and manage cross-impact dependencies and risks Owns an outcome-driven roadmap, working with partner teams and other key stakeholders to prioritize against it Develops a clear communication strategy for area of ownership; presents updates to senior leaders and communicate progress through various forums, dashboards, etc. Evaluates information gathered from multiple sources and ensure consistency Analyze and synthesize key themes from product analytics, user experience research, competitive and market analysis, and company goals to drive product planning Required qualifications, capabilities, and skills 5+ years of experience or equivalent expertise in product management or a relevant domain area Advanced knowledge of the product development life cycle, design, and data analytics Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management Customer obsessed and track record of driving measurable experience improvements Experience defining, measuring, and reporting on analytics and experimentation results Polished verbal, written, and presentations skills; ability to articulate at the right level of detail to a wide range of audiences and stakeholders Demonstrated ability to manage delivery timelines and risks for multiple initiatives with calmness and diligence Team-oriented disposition and positive attitude Ability to thrive in a complex and fast-paced environment; resourceful and a results-oriented self-starter Preferred qualifications, capabilities, and skills Demonstrated prior experience working in a highly matrixed, complex organization
$81k-105k yearly est. Auto-Apply 19d ago
Commercial Bank- Product- United States- 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Columbus, OH job
JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00 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 Bank The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams. Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE 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-129k yearly Auto-Apply 15d ago
Small Business Lending Program Manager
Jpmorganchase 4.8
Columbus, OH job
Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences. Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation. As a Product Delivery Manager in Small Business Lending, you work to enhance and optimize the way products are delivered to customers. As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way. Job responsibilities Lead and oversee a team of project managers, ensuring effective coordination and execution of projects to meet organizational goals. Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners Manage business prioritization and initiative sequencing to create comprehensive roadmaps Required qualifications, capabilities, and skills 5+ years of experience or equivalent expertise in product delivery or a relevant domain area Demonstrated ability to execute operational management and change readiness activities Strong understanding of delivery and a proven track record of implementing continuous improvement processes Experience in product or platform-wide release management, in addition to deployment processes and strategies Experience with product management tools: JIRA, Confluence, Monday.com, Excel, MS Projects, PowerPoint Preferred qualifications, capabilities, and skills Proficient knowledge of the product development life cycle, design, and data analytics
$91k-110k yearly est. Auto-Apply 60d+ ago
Quant Analytics Associate Senior - Business Banking Marketing Analytics
Jpmorgan Chase & Co 4.8
Columbus, OH job
JobID: Category: JobSchedule: :
$19k-40k yearly est. Auto-Apply 2d ago
Relationship Banker - Grove City Financial Center
Bank of America Corporation 4.7
Bank of America Corporation job in Grove City, OH
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 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 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
$23k-28k yearly est. 27d ago
Risk Management - Asset Wealth Management - Special Credits Executive, Global Head of Special Credits, Managing Director
Jpmorgan Chase & Co 4.8
Columbus, OH job
Bring your expertise to JPMorgan Chase as a Special Credits Executive and play a pivotal role in Risk Management and Compliance, ensuring JPMorgan Chase remains strong and resilient. You will help the firm grow responsibly by anticipating new and emerging risks and using your expert judgment to solve real-world challenges that impact our company, customers and communities. Our culture encourages thinking outside the box, challenging the status quo, and striving to be best-in-class. Job summary As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you will play a significant role in managing risk and supporting the global lending practice. As the AWM Global Head of Special Credits, you will lead a team of Special Credits Executives in managing problem credit portfolios across various markets, including the United States, EMEA, Asia, and Latin America. Job responsibilities Lead and mentor a team of experienced special credit officers, overseeing their management of problem credit portfolios. Approve credit risk ratings and resolution strategies for high-risk credit exposures. Navigate complex problem loan restructurings, bankruptcies, and enforcement proceedings. Develop a thorough understanding of the firm's risk management and control policies and guidelines to ensure compliance and support effective decision-making. Collaborate closely with internal and external legal counsel to maximize recovery on distressed assets and mitigate potential liability. Conduct quarterly credit surveillance meetings and challenge strategies, risk ratings and reserve recommendations. Approve asset-specific reserve recommendations and ensure compliance with relevant accounting policies. Collaborate with senior credit risk leadership in establishing quarterly qualitative reserves. Mentor junior credit officers and analysts through lessons-learned sessions. Oversee and facilitate ad hoc risk-related projects and workflows. Communicate proactively on newly identified problem credit exposures and escalate potential credit cost items to the respective markets. Required qualifications, capabilities and skills Master's or Bachelor's degree required. 10+ years in a similar banking or credit approval role with a track record of exceeding performance expectations. Highly organized, motivated and hard working with exceptional communication skills, both written and verbal Outstanding professional reputation and integrity. Strong leadership skills with experience in training and managing a team. Expertise in loan structuring, complex finance structures, negotiating, credit analysis and portfolio management, with experience synthesizing information, developing recommendations, making decisions and problem-solving. Deep understanding of creditor rights and enforcement strategies. Considerable experience working with attorneys on enforcement and bankruptcy litigation. Knowledge of lien perfection and priority, including but not limited to real property, accounts, aircraft, boats, automobiles, life insurance, and cash and marketable securities.
$112k-136k yearly est. Auto-Apply 60d+ ago
Marketing Campaign Workflow, Product Director - Executive Director
Jpmorganchase 4.8
Columbus, OH job
Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence. As a Product Director in the Marketing Automation Platforms Workflow team, you lead innovation through the development of products and features that delight customers. As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs. Job responsibilities Oversees the product roadmap, vision, development, execution, risk management, and business growth targets Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives Owns product performance and is accountable for investing in enhancements to achieve business objectives Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation Leads, hires, grows, and runs a tight-knit Product team with strong team dynamics and know-how to leverage strengths across the team while providing mentorship, guidance, and driving overall engagement for each team member's performance Engages with cross-functional partners across the organization to lead, align, and maintain productive partnerships throughout the lifecycle Is a lead voice in senior leadership forums to provide clear updates, drive strategic decisions and alignment, and champion the village of work being done Drives meaningful and tangible strategic discussions as we build out a phase roadmap and sequenced approach that accounts for business and technical complexities Partners with technology to build out needed scrum teams, build deep engagement, and then deliver high quality product Keeps an eye out for target state as we build iteratively and juggle several moving pieces across many different organizations; proactively sense for future opportunities for the product and capabilities needed for evolution of the offers space Required qualifications, capabilities, and skills 8+ years of experience or equivalent expertise delivering products, projects, or technology applications Extensive knowledge of the product development life cycle, technical design, and data analytics Proven ability to influence the adoption of key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management Experience driving change within organizations and managing stakeholders across multiple functions Strong tangible experience working heavily with a wide range of cross-functional partners on a daily basis and leveraging those relationships for excellent work product Extensive knowledge and skill leading engagements with risk and controls teams Expertise and comfort building out and owning a roadmap, backlog, and full end-to-end execution - overall comfort and adherence to Agility principles Passionate and vocal, balanced with a willingness to learn and collaborate and work across all levels and backgrounds Ability to influence stakeholders with diverse points of view and maintain grounded and productive discussions, including senior leadership level audience Structured thinker, effective communicator, concise and impactful with excellent written and oral communication skills; Demonstrated ability to manage tight delivery timelines and calmness under intense pressure; Preferred qualifications, capabilities, and skills Recognized thought leader within a related field Martech experience Experience with Camunda BPMN; Pega; Adobe Workfront; AI Expertise with the Atlassian suite Experience with executive communications
$109k-141k yearly est. Auto-Apply 60d+ ago
Private Wealth Client Associate
Bank of America 4.7
Bank of America job in Columbus, OH
Columbus, Ohio **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 (************************************************************************************************************* **:** _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 clients 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 and clients. 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._ **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (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. **Responsibilities:** + 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 + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.** **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.
$42k-53k yearly est. 15d ago
Financial Solutions Advisor - Columbus Market
Bank of America Corporation 4.7
Bank of America Corporation job in Columbus, OH
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 comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule - Monday thru Friday, with rotating Saturdays Required Qualifications * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for Desired Qualifications * Bilingual Proficiency - Spanish/English * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Account Management * Advisory * Client Experience Branding * Customer and Client Focus * Oral Communications * Active Listening * Attention to Detail * Client Solutions Advisory * Issue Management * Pipeline Management * Causation Analysis * Client Management * Policies, Procedures, and Guidelines * Risk Management * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
$48k-80k yearly est. 30d ago
Project Manager - Operations Program Support
Jpmorgan Chase & Co 4.8
Columbus, OH job
JobID: 210660460 JobSchedule: Full time JobShift: : Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do. As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success. Job Responsibilities: * Manage fast-paced, complex, cross-functional programs or projects with significant business impact. * Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle. * Develop and manage integrated plans, providing regular progress communications to stakeholders. * Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones. * Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model. * Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines. Required Qualifications, Capabilities, and Skills: * Bachelor's degree in a related field from an accredited learning institution. * 5+ years of related Program or Project Management experience. * Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices. * Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology. * Proven ability to manage multiple efforts, resources, and address issues in a timely manner. * Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities. Preferred Qualifications, Capabilities, and Skills: * Project Management Professional (PMP). * Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis. * Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders. * Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams. * Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.
$79k-96k yearly est. Auto-Apply 9d ago
Asset Based Lending Senior Business Development Officer
Bank of America 4.7
Bank of America job in Columbus, OH
Cleveland, Ohio;Cincinnati, Ohio; Columbus, Ohio **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! This job is responsible for sourcing new financing opportunities and leading deal teams through the analysis, approval, and execution phases of a transaction. Key responsibilities include working on sole lender, club, and widely syndicated ABL transactions and maintaining an external referral network of private equity firms, investment banks, consultants, and direct credit lenders. Job expectations include developing an internal referral network of relationship managers and credit product managers in Global Banking among other lines of business to work with prospective ABL clients and COIs. **Responsibilities:** + Originates new asset based lending credit facilities for companies $50MM+ in revenue + Acquires profitable client relationships through sales, prospecting, and enhancing existing relationships + Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends + Collaborates with internal bank partners to deliver asset based lending solutions to clients and prospects + Leads and facilitates dialogue with complex clients and prospects on topics such as the industry, alternative capital structures, and general business issues + Coaches and mentors peers, while utilizing leadership skills + Adapts to changes in sales practices and broader market and industry conditions as needed **Skills:** + Business Development + Negotiation + Sales Strategy + Client Management + Influence + Networking + Referral Identification + Oral Communications + Referral Management + Written Communications **Required Skills** + Direct calling experience at the CEO, CFO and MD level + Five+ years of experience in ABL Lending + Strong oral, written and analytical/credit skills + Ability to travel for in-person meetings + FINRA 7, 63 and 79 licenses (if not currently licensed, must be completed within 180 days of start date). **Desired Skills** + Completion of a bank credit training program. **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.
$69k-108k yearly est. 60d ago
Transactions Specialist I - Plastics Warehouse
Jpmorganchase 4.8
Westerville, OH job
Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I in the Plastics department you will be responsible for operating equipment to process retail and credit cards for Chase customers. You will also be responsible for creating turn over reports on the daily production for the department and creating truck manifests for outbound products. JPMorgan Chase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providing a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems. Job responsibilities Operate machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process retail and credit cards Validate daily material quality and output quality Reconcile Input vs. Output utilizing basic math Create manifest and production turn over reports Required qualifications, capabilities, and skills Lift 40-70lbs and deliver 200 lbs. supplies utilizing industrial pull/push carts Meet and maintain Quality and Productivity standards Adapt to a change in the work environment, included, but not limited to: daily directives from leadership, changes to standard operating procedures, and new technology Maintain team-oriented attitude, with solid interpersonal skills for daily positive internal and external interactions Prioritize assigned work daily based on client Service Level Agreements Participate and maintain departmental work area maintenance Basic computer skills and document preparation Comfortable cross training and learning multiple department responsibilities Work Schedule: 2nd Shift Monday - Friday 1:30pm - 10:00pm
$59k-84k yearly est. Auto-Apply 6d ago
Relationship Banker - Columbus, OH Area
Bank of America 4.7
Bank of America job in Hilliard, OH
Columbus, Ohio;Westerville, Ohio; Lewis Center, Ohio; Columbus, Ohio; Hilliard, Ohio; Columbus, Ohio **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 + Can be flexible to work weekends and/or extended hours as needed **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.
$23k-28k yearly est. 7d ago

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