Columbus, Ohio
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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.
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**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. 4d ago
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Administrative Assistant III - Buckeye Market
Bank of America 4.7
Bank of America job in Upper Arlington, OH
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 and effective.
Job Description:
This job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner.
Responsibilities:• Communicates with executives and line management to gather and convey relevant information
• Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment
• Manages the calendar of multiple executives proactively, effectively resolving conflicts that arise in a professional manner
• Arranges and handles details related to travel arrangements, expense reports, meetings, and appointments
• Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills
• Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems
Required Qualifications:
Minimum of 3+ years professional, Client focused or relevant internship experience required
Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize while delivering results and detail oriented
Applies strong critical thinking and problem-solving skills to meet client needs
Demonstrates ability to learn and understand technology to assist client with the latest in Digital and Digital Banking
Proficiency in Microsoft Office applications: Excel, Power Point, Co Pilot, and Power Point
Enjoys a fast-paced environment with changing and evolving responsibilities
Professional Verbal and Written Communication
Desired Qualifications:
Prior knowledge of financial products, policies & procedures is highly preferred.
Undergraduate degree or equivalent experience preferred
Skills:
Administrative Services
Attention to Detail
Customer and Client Focus
Planning
Prioritization
Adaptability
Collaboration
Event Planning
Office Administration
Problem Solving
Facilities Management
Oral Communications
Recording/Organizing Information
Research
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
$30k-36k yearly est. Auto-Apply 16d ago
AI Deployment Manager
Jpmorgan Chase 4.8
Columbus, OH job
We are building the next generation of AI and autonomous agents that can reason, plan, act, and learn to solve critical problems in operations at the huge scale of the world's largest bank. On the Data and Analytics Productivity and Transformation Team, we're dedicated to reinventing how data and analysis drives business outcomes. Our mission is to empower analysts with AI-powered tools and enable deeper, higher-value work for our clients. We champion skill development and change management, ensuring all data and analytics professionals can thrive in this new AI environment. By commercializing innovative AI Platforms, Tools, Systems and Products and fostering a culture of experimentation, we deliver measurable productivity improvements and accelerate the adoption of cutting-edge capabilities.
As the AI Deployment Manager on the Data and Analytics Productivity and Transformation Team, you will lead the evaluation, selection, and deployment of both in-house and third-party AI solutions to drive adoption and measurable impact across analytics teams. Leveraging existing proprietary solutions and dozens of others, you'll implement a standardized evaluation framework, coordinate hands-on testing with diverse analyst groups, and capture feedback through unified scorecards. You will facilitate the adoption of integrated solutions, eliminate redundant ETL work, and streamline stakeholder requests using AI-driven tracking. Additionally, you'll commercialize innovative use cases-such as code generation and knowledge bases-support NLP data visualization rollouts and prepare for business user testing of advanced "talk to data" solutions. Through collaboration with key partners, you'll ensure solutions are rigorously tested, effectively adopted, and aligned with priorities to empower analysts to focus on higher-value work and accelerate the analytics transformation at Chase.
**Job Responsibilities:**
+ Influence the direction of internal tools and platforms while exploring, developing and sourcing AI tools tailored to evolving business needs.
+ Liaise with AI focused teams that are building proofs of concept.
+ Lead robust evaluations of both in-house AI solutions and external third-party vendors to identify and implement high-impact, high-adoption technologies.
+ Establish, customize and maintain a standardized, criteria-driven decision-making process for evaluating and selecting analytic tools and solutions.
+ Coordinate and support hands-on testing programs with diverse analyst groups, ensuring real-world feedback and broad participation.
+ Capture and analyze tester feedback using unified scorecards and structured evaluation criteria to ensure consistency and comparability.
+ Facilitate the adoption and scaling of integrated agentic solutions and multiple point solutions across analytics teams.
+ Commercialize innovative use cases, such as code generation and knowledge bases, and support the rollout of NLP data visualization and "talk to data" solutions.
+ Collaborate with key partners to drive solution deployment, conduct regular progress check-ins, and ensure alignment with strategic objectives and OKRs.
**Required Qualifications, Capabilities and Skills:**
+ BS Degree and 5+ years in business analytics, consulting, or solution design roles with significant experience leading large-scale analytics initiatives across complex organizations.
+ Success managing cross-functional teams and driving organizational change implementing standardized frameworks, piloting new technologies, and achieving measurable business outcomes.
+ Ability to evaluate and implement analytics tools and technologies, both in-house and third-party.
+ Experience with data analytics platforms, machine learning concepts, and related technologies (e.g., Databricks, Snowflake, NLP tools).
+ Adept at leading complex projects, coordinating cross-functional teams, and delivering results on time.
+ Capacity to design and execute structured evaluation frameworks, pilot programs, and user testing scenarios.
+ Focused on delivering measurable outcomes, such as productivity improvements, cost savings, or enhanced user satisfaction.
+ Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical, non-technical, and senior audiences
+ Experience and ability to collaborate, influence, and build consensus among senior leaders, technical teams, and business stakeholders to align on priorities and drive adoption of innovative solutions.
+ Knowledge of data management and analytics organizations, quantitative methods, and work product development processes
**Preferred qualifications, capabilities, and skills**
+ Advanced degree in an applicable STEM field
+ Excellent analytical skills with the ability to assess solution effectiveness, identify gaps, and recommend improvements.
+ Ability to drive adoption of new tools and processes, including training, communication, and change management initiatives.
+ Clearly articulate technical concepts, present findings, and influence decision-making at all organizational levels.
+ Comfortable working in a fast-paced, evolving environment and quickly adapting to new technologies, methodologies, and business needs.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
New York,NY $128,250.00 - $205,000.00 / year
$128.3k-205k yearly 17d ago
Senior Product Associate - Claims and Disputes Fraud Operations
Jpmorgan Chase & Co 4.8
Columbus, OH job
JobID: 210678810 JobSchedule: Full time JobShift: Day : Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Claims and Disputes, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
* Analyzes contact volumes and customer journey/friction points across a variety of channels to drive product feature prioritization
* Refines strategies and solutions to enhance self-service utilization and reduce customer contact volume
Required qualifications, capabilities, and skills
* 2+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle activities including discovery and requirements definition, and strong use of planning and strategy tools such as Jira Align and Agile
* Excellent written, visual, and verbal communication skills
* Rigorous, logical thinker with ability to identify and articulate rationale, assumptions, and risks
* Developing knowledge of data analytics and data literacy
* Direct experience in check fraud prevention and management
* Proficient in using collaboration platforms such as Confluence and SharePoint to drive project documentation and team alignment
Preferred qualifications, capabilities, and skills
* Experienced in leveraging SQL and SAS for efficient data extraction and analysis, enabling actionable insights and informed business strategies
$104k-138k yearly est. Auto-Apply 42d ago
J.P. Morgan Wealth Management - Field Performance & Incentives Specialist
Jpmorgan Chase 4.8
Columbus, OH job
At J.P. Morgan Wealth Management, our Field Performance & Incentives team is committed to providing best-in-class service to our financial advisors. We resolve complex inquiries and escalations, ensuring advisors receive timely, accurate, and professional support so they are paid accurately and on-time. Our work enables advisors to focus on delivering exceptional advice and build strong relationships with their clients.
As a Specialist on the Field Performance & Incentives team, you will provide day-to-day support for advisor research requests, demonstrating meticulous attention to detail and a service-oriented mindset. You will collaborate with cross-functional partners and leverage your communication skills to resolve inquiries efficiently and accurately, contributing to the overall success of J.P. Morgan Wealth Management.
**Job Responsibilities**
+ Respond to advisor inquiries and research requests related to incentive programs, credited revenue, and net new money matters with accuracy and professionalism.
+ Investigate and resolve escalations, ensuring timely follow-up and clear communication with advisors and internal stakeholders.
+ Maintain detailed records of requests, resolutions, and follow-up actions in accordance with established processes and controls.
+ Collaborate with team members and cross-functional partners to address complex issues and deliver seamless support.
+ Identify process improvement opportunities and contribute to the development of best practices for inquiry management.
+ Support special projects and initiatives aimed at enhancing advisor experience and operational efficiency.
**Required Qualifications, Capabilities, and Skills**
+ Bachelor's Degree in Finance, Business, Economics, or a related field.
+ 3+ years of experience in financial services, client support, operations, or a related function.
+ Exceptional attention to detail and commitment to delivering high-quality work.
+ Strong written and verbal communication skills; ability to explain complex information clearly and professionally.
+ Service-oriented mindset with a passion for helping others and resolving issues.
+ Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment.
+ Collaborative team player with strong interpersonal skills and discretion handling confidential information.
**Preferred Qualifications, Capabilities, and Skills**
+ Experience supporting financial advisors or working in a wealth management environment.
+ Familiarity with incentive programs, credited revenue, or net new money processes.
+ Proficiency in Excel and experience with inquiry tracking or case management systems.
**To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., 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).**
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
$37k-63k yearly est. 38d 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.
Come join JPMorgan Private Client as an Client Experience Manager and manage a team of Specialists focused on providing our affluent client segment with an exceptional experience.
As the Client Experience Manager you'll lead a team of Specialists who are instrumental in helping our clients explore the full financial possibilities their wealth creates. You will coach and develop a high performing team that is able to act as an extension of our Sr. Private Client Banker team; provide concierge service to our clients, and assist with servicing needs. You will collaborate with the Market Director to coach and mentor Relationship Managers and Client Experience Specialists, fostering their development and driving business results.
Job Responsibilities
Manage a team of Client Experience Specialists by providing oversight of day to day activities, ensuring the team's adherence to operating policies and procedures, and legal and compliance regulations, while independently resolving escalations.
Provide ongoing coaching and mentoring to team members, fostering their professional growth and development through feedback, goal-setting, and skill building opportunities.
Work with your Market Director to manage team capability by aligning Client Experience Specialist team members to Sr. Private Client Bankers, and solicit feedback to identify development opportunities.
Seek opportunities to enhance processes and create efficiencies to deliver service to clients and internal partners.
Utilize product and process knowledge to coach team members and quickly resolve client escalations.
Build a strong network of collaborative partnerships across the Firm.
Execute on business strategy initiatives with partners and Market Directors, including developing and delivering executive and external reporting and other communications.
Make informed business decisions using your independent judgement, skill set, and subject matter expertise, in combination with documented policies and procedures.
Responsible for recruiting, interviewing and making hiring decisions for the team.
Required Qualifications, Capabilities, and Skills
A minimum of five years of financial services experience.
Demonstrated experience delivering exceptional client service to an affluent client base.
Demonstrated experience leading a team focused on cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
Preferred Qualifications, Capabilities, and Skills
A bachelor's degree
This role is located in Westerville, OH and will report in the office 5 days per week..
This role is eligible to participate in an incentive compensation plan that is paid on a quarterly basis. More details about total compensation and benefits will be provided during the hiring process
.
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: *********************************************************************
$54k-77k yearly est. Auto-Apply 1d ago
Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
Jpmorgan Chase & Co 4.8
Columbus, OH job
JobID: 210684722 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $166,300.00-$235,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
* Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
* Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
* Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
* Prepare and present financing feasibility and debt capacity studies.
* Review legal documents on existing ESOP deals to ensure compliance.
* Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
* Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
* Bachelor's degree.
* Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
* Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
* Strong business development acumen and strategic vision to identify marketplace opportunities.
* Ability to assess credit transaction risks and knowledge of credit policies.
* Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
* Experience working with Client Executives and Senior Bankers.
* Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers.
* Knowledge of credit underwriting and structuring.
$54k-86k yearly est. Auto-Apply 60d+ ago
Digital Channels Mobile Frameworks Product Manager
Jpmorgan Chase 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 Digital Channels Mobile Platform, 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
+ Builds the cross Digital Mobile App Framework team vision (supporting Analytics, Security, Networking, Configuration, Crash Reporting, etc.)
+ Establishes patterns for native iOS development including 3rd party integrations and POCs, Caching/Boot Manager and Routing, pipelines, and testing
+ Builds native technical infrastructure (Analytics, Security, Networking, Configuration, Crash Reporting, etc.)
+ Creates supporting documentations for cross product usage
+ Understands the mobile app from the functionalities needed for the business and also the importance of having a strong foundation to build on, ideally helping drive the evolution of the platform to enable more functionalities
+ Manages technical backlogs, partnering with technology, agility, design and stakeholder groups, creatively problem solving based on user needs and data, and crafting strong communications around progress, status and blockers at all levels of the organization
+ Possesses a strong technical curiosity in how the app functions today, seeking to uncover areas to improve; Focus should include understanding the foundational inner workings of the application
**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
+ Previous experience working on mobile applications with passion and curiosity for mobile apps
+ Ability to drive the mobile framework product strategy
+ Strong written and verbal communication skills with the ability to articulate complex/technical concepts into simple yet effective communication to many stakeholders, management and customers
+ Proven experience in developing lasting cohesive partnerships with the business, operations, technology and other key stakeholders
+ Strong understanding and ability to work within Agile methodologies, including working knowledge of the following tools: Jira and Confluence
**Preferred qualifications, capabilities, and skills**
+ Demonstrated prior experience working in a highly matrixed, complex organization
+ Strong technical background, including knowledge of mobile application technologies, backend systems, cloud computing, and experience in an agile environment
+ Bachelor's degree or equivalent work experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
$81k-105k yearly est. 45d 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**
+ Experience in creating legal documents (guaranties, security agreements, leases, notes, etc.) for client execution.
+ 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.
Same Posting Description for Internal and External Candidates
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. 31d ago
Small Business Lending Program Manager
Jpmorgan Chase 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
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
$91k-110k yearly est. 60d+ ago
Merrill Experienced Financial Advisor
Bank of America 4.7
Bank of America job in Columbus, OH
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**To proceed with your application, you must be at least 18 years of age.**
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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.
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 and effective
**Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**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.
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**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.
$48k-80k yearly est. 60d+ ago
Part Time Associate Banker Columbus Central East (30 Hours)
Jpmorgan Chase 4.8
Bexley, OH job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
$19k-40k yearly est. 60d+ ago
Business Banking Area Tech Partner for Small Business Deposits - Sr Manager of Software Engineering
Jpmorgan Chase & Co 4.8
Columbus, OH job
JobID: 210694647 JobSchedule: Full time JobShift: Day : When you mentor and advise multiple technical teams and move financial technologies forward, it's a big challenge with big impact. You were made for this.
As a Senior Manager of Software Engineering at JPMorganChase within the Business Banking Technology, you serve in a leadership role by providing technical coaching and advisory for multiple technical teams, as well as anticipate the needs and potential dependencies of other functions within the firm. As an expert in your field, your insights influence budget and technical considerations to advance operational efficiencies and functionalities.
Job responsibilities
* Provide overall direction, oversight, and coaching for a team of entry-level to mid-level software engineers that work on basic to moderately complex tasks
* Be accountable for decisions that influence teams' resources, budget, tactical operations, and the execution and implementation of processes and procedures
* Ensures successful collaboration across teams and stakeholders
* Identifies and mitigates issues to execute a book of work while escalating issues as necessary
* Provides input to leadership regarding budget, approach, and technical considerations to improve operational efficiencies and functionality for the team
* Creates a culture of diversity, opportunity, inclusion, and respect for team members and prioritizes diverse representation
Required qualifications, capabilities, and skills
* 10 years or more experience in software engineering
* Experience leading teams of technologists
* Ability to guide and coach teams on approach to achieve goals aligned against a set of strategic initiatives
* Experience with hiring, developing, and recognizing talent
* In-depth knowledge of the services industry and their IT systems
* Practical cloud native experience
* Experience in Computer Science, Engineering, Mathematics, or a related field and expertise in technology disciplines
Preferred qualifications, capabilities, and skills
* Hands on experience working at code level
* Experience leveraging generative AI tools and cloud native architectures
* Programming and Frameworks: Java, Spring Boot, Microserives, REST API's
$87k-109k yearly est. Auto-Apply 22d ago
Project Consultant I - Practice Solutions
Bank of America 4.7
Bank of America job in Westerville, 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:
Leads the effort in the pre-closing and closing process on complex real estate loans, including construction, term, lines of credit, and letters of credit, some of which may be syndicated. Independently reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Relationship Account Officer, borrower, counsel, construction consultants and title companies. Monitors documentation requirements. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, and ensuring loan is in balance in accordance with approval. Preferred three or more years of previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills.
Responsibilities:
Manages backlog of startup healthcare clients during the project phase of loan process
Processes disbursements on behalf of clients
Communicates frequently with internal/external partners and clients
Identifies and delivers to client's needs through loan closing process
Collects required documentation from client based on loan conditions
Skills:
Client Experience Branding
Client Solutions Advisory
Collaboration
Customer and Client Focus
Record Keeping
Account Management
Adaptability
Required Qualifications:
Proficient computer skills
Strong decision-making skills and problem-solving skills
Excellent verbal and written communication skills
Strong customer service skills
Desired Qualifications:
Three or more years of previous real estate loan administration experience or real estate paralegal experience
Ability to learn and adapt to ongoing changes and new technology platforms
Experience in receiving and implementing performance feedback and coaching
Self-motivated and results-oriented with excellent organizational skills
Experience deepening relationships over the phone with clients
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$75k-105k yearly est. Auto-Apply 60d+ ago
Quant Analytics Manager - Marketing Systems
Jpmorgan Chase & Co 4.8
Columbus, OH job
JobID: 210697046 JobSchedule: Full time JobShift: Day : As a Data & Marketing Systems Quant Analytics Manager on the Performance Marketing Operations and Transformation team , you will roll up your sleeves to design, implement, and optimize data-driven targeting strategies. You'll be hands-on in campaign execution, collaborating with Marketing, Sales, Technology, and Product teams. Your work will establish best practices for data management, drive standardization, and promote a culture of analytics-driven marketing excellence through direct, practical involvement.
Job responsibilities
* Develop and implement data management strategies for marketing execution through hands-on analysis and solution building
* Leverage data from multiple systems of record to refine customer targeting and optimize performance metrics with direct data manipulation
* Drive adoption of best practices for standardization and reusability of marketing data outputs by building and maintaining reusable assets
* Manage execution, monitoring, and quality of data projects to ensure seamless audience targeting, including hands-on troubleshooting and validation
* Collaborate with product and technology teams to create requirements and plans for product development and omni-channel initiatives, actively participating in technical discussions and solutioning
* Establish and maintain strong working relationships with project leads, stakeholders, and subject matter experts through direct engagement and teamwork
* Work with business leadership to define and prioritize project objectives, plan deliverables, and oversee execution, including hands-on project tracking and reporting
* Promote a culture of data-driven decision making within the organization by sharing practical insights and results
* Ensure compliance with data governance and privacy standards through hands-on data management and documentation
* Provide thought leadership in data analytics and marketing technology, including hands-on evaluation and implementation of new tools
* Mentor junior analysts and contribute to team development through direct coaching and support
Required qualifications, capabilities and skills
* Bachelor's degree in Data Science, Statistics, Information Systems, or related field
* 5+ years of proven hands-on experience in data analytics or customer segmentation
* Proficiency in SQL, Python, Segment, Excel, Tableau, Adobe, etc., with demonstrated ability to use these tools in daily work
* Ability to translate business requirements into technical specifications and communicate complex concepts to non-technical partners
* Strong knowledge of digital marketing principles, with practical application in campaign execution
* Team player with ability to build strong cross-business relationships through direct collaboration
* Strong communication skills with the ability to influence and manage stakeholders and senior management
Preferred qualifications, capabilities and skills
* Experience in marketing operations and/or MarTech industry platforms, with hands-on involvement in platform setup and management
* Proficient in project management and agile tools such as Microsoft Project, Excel, PowerPoint, JIRA, and Confluence, with practical experience in project tracking
* Experience with customer data platforms (CDP) and marketing automation tools (Salesforce, Segment, SAS, Adobe, Microsoft, etc.), including hands-on configuration and usage
* Experience working with marketing technology agencies, digital agencies, IT consultancies, and/or digital marketing agencies
* High energy, solutions-oriented individual able to manage multiple initiatives under tight deadlines, with a hands-on approach to problem solving
* Strong relationship development and negotiating skills; able to earn respect and trust among business partners and team members through direct engagement
$79k-103k yearly est. Auto-Apply 12d ago
Relationship Banker - Grove City
Bank of America 4.7
Bank of America job in Grove City, OH
Grove City, Ohio
**To proceed with your application, you must be at least 18 years of age.**
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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.
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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. 5d ago
Transactions Specialist I
Jpmorgan Chase 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 Insertion department you will primarily be responsible for running insertion machines to process all the statements, letters, and checks that JPMorgan Chase sends to our customers. Each day, you will stock and prepare your workstation with the correct materials needed (envelopes, mail trays, pallets, etc.), stack filled mail trays onto pallets for processing, check the quality of the products they are running, and balance each job between the good and bad pieces.
**Job responsibilities**
+ Operate Machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process statements and letters
+ Validate material quality and output quality
+ Reconcile Input vs. Output utilizing basic math
+ Prepare batches of work by extracting checks and remittances from envelopes
+ Input data into the system while following standard operating procedures and customer specific instructions for processing
+ Operate Imaging/Extraction Equipment (iTRAN, IBML, OPEX 7200, OPEX 150) while validating quality of images
+ Verify negotiability of checks through customer specific instructions for processing
+ Lift and move mail trays weighing up to 50 pounds
+ Make judgment calls regarding routine duties, but refer non-routine situations to a supervisor and/or manager
**Required qualifications, skills and capabilities**
+ Detail-oriented
+ Good oral and written communication skills
+ Production environment, focus around meeting deadlines
+ You will need basic computer skills and knowledge of Microsoft applications
+ Alpha/Numeric data entry and typing skills - with excellent accuracy
+ Must be a team player and maintain a positive attitude
+ Overtime is required for Month End processing
**Work Schedule(s):**
2nd shift Monday - Friday 3:00pm - 11:30pm
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
$59k-84k yearly est. 45d ago
J.P. Morgan Wealth Management - Field Performance & Incentives Specialist
Jpmorganchase 4.8
Columbus, OH job
At J.P. Morgan Wealth Management, our Field Performance & Incentives team is committed to providing best-in-class service to our financial advisors. We resolve complex inquiries and escalations, ensuring advisors receive timely, accurate, and professional support so they are paid accurately and on-time. Our work enables advisors to focus on delivering exceptional advice and build strong relationships with their clients.
As a Specialist on the Field Performance & Incentives team, you will provide day-to-day support for advisor research requests, demonstrating meticulous attention to detail and a service-oriented mindset. You will collaborate with cross-functional partners and leverage your communication skills to resolve inquiries efficiently and accurately, contributing to the overall success of J.P. Morgan Wealth Management.
Job Responsibilities
Respond to advisor inquiries and research requests related to incentive programs, credited revenue, and net new money matters with accuracy and professionalism.
Investigate and resolve escalations, ensuring timely follow-up and clear communication with advisors and internal stakeholders.
Maintain detailed records of requests, resolutions, and follow-up actions in accordance with established processes and controls.
Collaborate with team members and cross-functional partners to address complex issues and deliver seamless support.
Identify process improvement opportunities and contribute to the development of best practices for inquiry management.
Support special projects and initiatives aimed at enhancing advisor experience and operational efficiency.
Required Qualifications, Capabilities, and Skills
Bachelor's Degree in Finance, Business, Economics, or a related field.
3+ years of experience in financial services, client support, operations, or a related function.
Exceptional attention to detail and commitment to delivering high-quality work.
Strong written and verbal communication skills; ability to explain complex information clearly and professionally.
Service-oriented mindset with a passion for helping others and resolving issues.
Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment.
Collaborative team player with strong interpersonal skills and discretion handling confidential information.
Preferred Qualifications, Capabilities, and Skills
Experience supporting financial advisors or working in a wealth management environment.
Familiarity with incentive programs, credited revenue, or net new money processes.
Proficiency in Excel and experience with inquiry tracking or case management systems.
To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., 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).
$37k-63k yearly est. Auto-Apply 1d 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.