Bank of America jobs in Fort Lauderdale, FL

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Merrill Market Client Relationship Manager
Bank of America 4.7
Bank of America job in Miami, FL
Miami, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************ **:** 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 leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$44k-74k yearly est. 58d ago
Registered Wealth Management Client Associate
Bank of America 4.7
Bank of America job in Boca Raton, FL
Boca Raton, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************** **Job Description:** 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 comesfrom transparency. Our trustedadvisory 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. **Position Overview:** The **Registered Wealth Management Client Associate** role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered. **Specific responsibilities include, but are not limited to:** + Work with highly affluent clients + Lead end-to-end onboarding and maintenance activities for new and existing clients. + Provide products and services to each client, working with cross line of business partners + Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a key team member leading our clients' digital experience with the firm + Create ease of access and interaction, while protecting their privacy and security + Find opportunities to innovate every day **Key Qualifications for the role:** + Candidates are **required** to currently hold Series 7 & 66 or 63/65 + 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus + Product Knowledge: Foundational knowledge of investment and banking products + Energetic individual that is self-motivated, coachable, and flexible in thought + Enjoys a fast-paced environment with changing and evolving responsibility + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client needs delivering complex solutions + Frequent communication, and an abundance of discretion with sensitive information + Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus + Professional verbal and written communication **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$37k-47k yearly est. 57d ago
Manager, Change Management - Internal Audit Group
American Express 4.8
Sunrise, FL job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The Internal Audit Group (IAG) plays a critical role within Amex with our mission to protect and enhance the overall organization. We are committed to continuous improvement with our Winning Aspiration to be a world class internal audit function that: Leverages data and analytics to expand the breadth, depth, and quality of assurance. Delivers valuable risk insights that challenge the status quo and leverages external perspectives. Develops great leaders who can influence and inspire. Collectively, IAG's strategic initiatives, combined with our greatest asset - our people - enable IAG to utilize advanced data analytic capabilities, provide greater and continuous assurance, and help ensure quality products and services are provided to American Express customers. We are looking for those who share our mission and aspirations and are passionate about the use of data and technology in a collaborative, people-focused environment. Our Internal Audit Group is a worldwide function with 300+ team members and offices across nine countries within American Express. We are committed to growing our audit staff significantly as we continue to expand and enhance the Internal Audit Group. Our assurance and risk professionals have diverse backgrounds including internal controls, consumer compliance, technology, operational risk, financial accounting, data analytics, and banking operations. Our audit teams align to key risk areas and business units to ensure IAG can provide comprehensive and risk-based audit coverage. In addition, IAG has a Professional Practices group responsible for managing audit operations, quality, and standards; regulatory relations; reporting; training and professional development; and key internal capabilities and technologies. How will you make an impact in this role? The Manager, Project & Change Management within the Audit Department plays a critical role in managing change initiatives within IAG. This role will be responsible for the governance process for audit change initiatives including establishing and directing overall project management practices. The role serves as a central coordinator for change management between Professional Practices, the Audit Teams and the Company's Project Governance function. This role will also act as a change lead for leading certain change initiatives. This is an exceptional opportunity for you to showcase and further expand your project and change management skills, internal audit skills, and ability to influence positive change! This is an exceptional opportunity for you to showcase and further expand your control management skills, internal audit skills, and ability to influence positive risk management change! Key Responsibilities: * Support the implementation of IAG's project and change management plans in alignment with organizational goals and company project management standards. Ensure deliverables are completed on time and within scope. * Use IAG's established project and change management frameworks, tools, and methodologies to manage stakeholder communications, training plans, and the rollout of change initiatives. * Serve as a primary point of contact for coordinating project and change activities between Professional Practice change leads, Audit Team change leads, and the Company's Project Governance function. * Identify potential risks and issues impacting project or change outcomes, and work with senior leaders to develop and implement mitigation plans. * Maintain dashboards and performance reports to communicate progress, key risks, and benefits to IAG management and relevant stakeholders. * Contribute to the adoption of new technologies, agile practices, and digital tools that improve project and change management efficiency and effectiveness. * Act as the change management lead for designated audit process improvement projects, managing implementation activities and stakeholder engagement. Minimum Qualifications: * Bachelor's degree required * 3+ Years experience in audit, compliance, risk management consulting or within the financial services/banking industry with knowledge of financial and banking regulations * Strong knowledge of change and project management frameworks with demonstrated experience leading project and/or change management processes. * Strong and effective written and verbal communication skills * Effectively works independently, within a team and across teams in a fast-paced environment to drive business results, utilizing related project management skills, employing creative thinking, a focus on quality, and the ability to work on competing priorities Preferred Qualifications: * Experience working within an internal audit department or second-line risk/control function. * Familiarity with audit methodologies and audit management systems. * Strong analytical, problem-solving, and program management skills. * Proficiency in using data analytics, audit management tools, and agile delivery principles is a plus. * Ability to thrive in a dynamic, fast-paced, and evolving environment. * Advanced degree or relevant certifications (e.g., CPA, CIA, CISA, CRMA) preferred. Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$89.3k-150.3k yearly 7d ago
Senior Home Lending Advisor - North Palm Beach, FL
Jpmorganchase 4.8
Fort Lauderdale, FL job
Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. Job responsibilities Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances Required qualifications, capabilities, and skills Minimum three years of mortgage lending and proven sales experience in retail banking Knowledge of real estate market in local area Excellent written and oral communication skills Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills FHA/VA sales experience Marketing, promoting, relationship building, and consulting skills Intermediate PC skills in a Windows environment Bachelor's degree or equivalent work experience in sales and/or real estate 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: *********************************************************************
$31k-59k yearly est. Auto-Apply 60d+ ago
Private Client Banker - Harbor Shops - Fort Lauderdale, FL
Jpmorganchase 4.8
Fort Lauderdale, FL job
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$61k-128k yearly est. Auto-Apply 42d ago
Software Engineer II- Int Card & Risk Services Tech
American Express 4.8
Sunrise, FL job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Job Responsibilities: The Customer 360 Platform team provides a holistic view of the customer to the platforms within the company. Our challenge is to modernize our legacy systems, while providing continuous service excellence to our customers. In this role, you will partner with our hardworking team to build and enhance C360 platform and also migrate CRPS to POA C360 platform. Minimum Qualifications: * 2+ years of software engineering experience * Experience in object-oriented design, web development, and building REST APIs in Java and micro-services in Vertx. * Experience delivering advanced solutions for a high-volume, multi-tiered, distributed web application. * Good understanding of NoSQL databases like Couchbase. * Experience with various architectures: Domain Driven Design, Microservices, Cloud Native and Event Driven Architecture Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$89.3k-150.3k yearly 4d ago
Director & Counsel, Third Party Risk Management
American Express 4.8
Sunrise, FL job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. General Counsel's Organization: Where great legal minds influence global business strategy. As a member of the Global Technology, Cybersecurity, Procurement and Real Estate Law Group of the General Counsel's Organization, the Director & Counsel - Third Party Risk Management will provide legal support to business and legal colleagues related to third party risk management legal issues around the world. Role & Responsibilities: Collaborate with colleagues around the world on third party risk management. + Provide legal support and strategic advice related to third party risk management, including to the third-party risk management program, the enterprise risk management oversight team, and compliance and audit functions. + Advise on global third-party risk management and outsourcing regulatory requirements. + Monitor and advise on global emerging outsourcing, cloud computing and third party risk management regulatory requirements and trends. + Support lobbying efforts related to proposed outsourcing and third party risk legislation. + Assist in the development of American Express strategy and policies related to third party risk management, including strategy for managing non-traditional relationships, affiliates, joint ventures, and FinTechs. + Support the third party risk management team activities associated with venture capital investments, mergers, acquisitions, divestitures, joint ventures, and other similar corporate transactions. + Prepare and support the delivery of internal training on third party risk issues. + Build positive working relationships across the legal department, business and third party risk teams and build relationships with external industry and trade groups. + Implement and improve methods for legal knowledge management within the team. Minimum Qualifications: + J.D. with eligibility to practice law in New York, Georgia, Florida, or Washington D.C. + 5 years of work experience involving third party risk management issues in a law firm and/or in-house corporate legal environment + Experience with laws governing financial institution third party risk management, including the Gramm-Leach-Bliley Act, OCC Third Party Risk Management Guidance, and EBA Guidelines on Outsourcing Arrangements + Experience drafting and negotiating commercial contracts Preferred Qualifications + Strong interest and/or experience in third party lifecycle management and emerging technology + Strong analytical and problem-solving skills + Ability to communicate complex issues clearly and persuasively + Demonstrated experience in gaining credibility, managing expectations, and developing strong working relationships with legal colleagues and clients **Qualifications** Salary Range: $170,000.00 to $255,000.00 annually bonus equity (if applicable) benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** **Job:** Legal **Primary Location:** US-New York-New York **Other Locations:** US-Utah-Salt Lake City, US-Arizona-Phoenix, US-North Carolina-Amex - for internal use only, US-Florida-Sunrise **Schedule** Full-time **Req ID:** 25015309
$170k-255k yearly 60d+ ago
Manager-Portfolio Management; eCRMS
American Express 4.8
Sunrise, FL job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. The Technology organization enables and accelerates the company's growth strategies, delivering global capabilities and services in support of Amex's customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights. The Enterprise CRM Solutions team was created in 2024 as part of the company's Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The Enterprise Customer Relationship Management Solutions (ECRMS) team creates solutions for the Sales and Customer Domain via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise. You will be a key member of the ECRMS Business Planning and Partner Management team that will collaborate and partner with business stakeholders, Tech strategy and portfolio management team, Engineering as well as Product teams to understand business initiatives, Report on the Product Roadmap delivery, prioritize the platform Priorities, participate actively in Annual planning. This role will report to the Acting Director of Business Planning & Partner Management, within the ECRMS organization **How will you make an impact in this role?** + The Manager - Digital Portfolio Management will be leading and managing the annual investment planning for ECRMS team. + Manage prioritization of business initiatives in Partnership with Engineering, product and Tech Strategy and transformation team. + Conduct financial forecast discussions with business unites in coordination with Engineering & Product ECRMS Sales teams. + Reconcile financial details across planning and execution systems, investigating and resolving discrepancies + Coordinate, communicate and facilitate the progress of all strategic business initiatives committed at platform level. + Will be leading the portfolio reporting focused on Capacity planning & management across all lines of business and will provide optimization recommendations. + Will be leading the management of Rally governance, Agile compliance, Workspace management, Software cap attestation. + Will be managing ECRMS Sales forecast in our project planning tools, coordinating between lines of business, Product and Engineering teams. + Partner with other portfolio teams to adopt best practices, identify opportunities in Analytics internal data tools to understand measure success and impact to critical metrics + Will be crafting visually impactful presentations to tell a compelling story. **Qualifications:** + Degree in business management or economics, Advance Degree preferred. + Should be comfortable providing your point-of-view and communicate clear recommendations to Senior Leaders. + Hands on experience in Microsoft office suite - PowerPoint decks, Advanced excel. + Excellent written and verbal communication skills with an experience of working closely with all levels of the organization. + You are collaborative, excellent relationship builder and should be able to influence without authority. **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Technologies **Primary Location:** US-Arizona-Phoenix **Other Locations:** US-New York-New York, US-Florida-Sunrise, US-Georgia-Atlanta **Schedule** Full-time **Req ID:** 25018535
$103.8k-174.8k yearly 60d+ ago
Fulfillment Advisor
Bank of America 4.7
Bank of America job in Hialeah, FL
Hialeah, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. **Join us!** **Job Description:** We are seeking a client-focused Implementation Advisor to join our Fulfillment team and support onboarding process and implementation of treasury services for clients across the LATAM region. This role ensures smooth implementation timely resolution of issues, and overall client satisfaction. **Responsibilities:** - Guide Clients through onboarding and setup from start to finish - Be main point of contact for clients during set up - Handle process breaks by investigating root causes and driving solutions - Manage multiple client projects, keeping deliverables and timelines on track - Identify risk early and escalate to Leaders when needed - Works closely with stakeholders to meet client needs **Required Qualification:** - Minimum of 2 years experience working in client facing role preferably in financial services industry. - Mist be presentable, confident and client focused. - Prior client facing experience or ability to conduct discussions with clients in a confident manner. - Excellent communications skills and ability to present to an audience. - Ability to work under pressure in a team environment. - Ability to liaise with all levels of the firm and people with different experiences and backgrounds. - Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate. - Strong problem -solving, organization, and client relationship skills. - Flexibility to work on US holidays and support clients in multiple time zones. **Desired Qualifications:** - **Bilingual in Spanish & English (Fluent) HIGHLY DEISRED.** - **Bilingual in Portuguese & English (Fluent) HIGHLY DEISRED.** - Knowledge of Treasury Products. - 5+ years working with clients in the financial sector. - Experience working with documentation such as treasury forms, signature cards, client's legal documentation. **Other Qualifications:** - Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions - Excels in working among diverse viewpoints to determine the best path forward - Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner - Commitment to challenging the status quo and promoting positive change. - Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base - Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$62k-89k yearly est. 60d+ ago
Senior Business Relationship Support Specialist
Wells Fargo Bank 4.6
Miami, FL job
About this role: Wells Fargo is seeking a Senior Business Relationship Support Specialist in Global Treasury Management as part of Enterprise Functions to support the Banks Service team. In this role, you will: Support complex or large portfolio of customers and share leadership role with relationship managers and customer support manager in managing a portfolio of accounts Assist with components of audit or compliance reviews and exams Maintain policy manuals and Business Continuity Plan documentation Handle complex customer issues including escalation and resolution Solve issues with various operations centers, internal bank departments and outside vendors Identify prospective opportunities to market and oversee non credit products to new or existing customers Prepare presentations, materials and serve as a subject matter expert for the department Provide new hire and ongoing systems, processes, policies and procedures training Train and mentor less experienced Relationship Associates Work with Relationship Managers to structure and execute transactions for the most complex clients, and to manage portfolio with high operating exposures Make decisions on complex customer issues and problems Partner with customer service manager to resolve issues and provide status updates on implementations Collaborate with executives, management, relationship managers and other internal partners or business lines Mentor to less experience individuals and may assist with their development Required Qualifications: 4+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Correspondent Banking experience Treasury Management Payments Product experience International SWIFT payments experience Bilingual - Spanish and English fluency Customer service experience with the ability to balance needs of clients and stakeholders Excellent verbal, written, and interpersonal communication skills Ability to execute in a fast paced, high demand environment while balancing multiple priorities Job Expectations: This position is not eligible for Visa sponsorship Ability to work on-site at approved location at least three days a week Ability to work schedule Monday - Friday 9:00 AM - 6:00 PM local standard time Posting End Date: 11 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$66k-106k yearly est. 6d ago
Senior Associate - Digital Product Management
American Express 4.8
Sunrise, FL job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. American Express entered the travel agency business in 1915 and is today one of the world's largest travel networks. Over 100 years later the Travel and Lifestyle Services organization remains at the forefront of delivering card member value with a focus on providing premium leisure travel and related lifestyle services to Card Members through various offline and online channels around the globe. The global breadth of this team enables it to serve more Card Members whenever, wherever, and however they want to engage with American Express Travel & Lifestyle Services. And with each market tailoring its products and services to its unique customer base, Card Members are provided with the guidance, protection, value, and seamless experience for which they look when booking and enjoying travel. As a Product Owner, you will join a team that develops foundational platforms, enabling card members across the full spectrum of digital channels including mobile, email, social and web. This role will liaise heavily with both internal and external partners, therefore making it extremely important this person be able to build and leverage relationships to drive success across cross functional teams. The successful individual ensures that the Product meets the evolving needs of the enterprise through continual innovation, evaluation, and deployment. Requires strong organizational, technical, and creative problem-solving skills. Must work well in a dynamic, complex environment and under deadline pressures. Coordinates the efforts of a scrum team or a set of scrum teams within a SAFE train (stakeholders, designers, developers, and analytics) to deploy the new features across markets and products. This role will report to the Manager-Digital Product Management. Responsibilities: * Managing the product life cycle from strategic planning to tactical execution. * Prioritizing engineering work and balancing the requirements of customers and stakeholders. * Enabling analytics-driven decision making to evolve products and usage. * Evangelizing the product both internally and externally and shepherding products through the development process, advocating to achieve the best outcomes. * Interacting with customers to identify needs, opportunities, and gaps, and solve problems. * Brainstorming and negotiating effectively with various stakeholders to continuously define feature priority. * Help your team develop products by making difficult tradeoffs and removing roadblocks. * Prioritize feature/story backlog * Lead the business features breakdown into Platform features and stories. * Lead and/or write stories for scrum teams. * Agile mindset and transformation champion * Experience with APIs is a must Minimum Qualifications: * Bachelor's degree science is highly preferred. * Minimum 5+ years of experience in Product Management and leading projects/team in a global/complex/fast paced environment and executing complex project. Strong Travel industry experience and/or strong American Express Big data environment desirable * Hands-on technical knowledge/understanding of data and services including APIs (RestFul and SOAP) services and database storage in a complex/global environment. * Proven track record of driving innovation and business metrics with a customer-first mindset in a fast-paced environment. * Strong analytical and product development or product management skills with demonstrated ability to prioritize, track, and deliver results and lead teams. * Proved track record of executing complex initiative in a Collaborative & Assertive manner and driving innovation and change management. * SAFe/Agile Product Owner certification preferred. * Background in Software Development preferred. * Background in Travel Product preferred. Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
$89.3k-150.3k yearly 9d ago
Teller-20 Hours - The Palms (Miami, FL)
Wells Fargo Bank 4.6
Miami, FL job
Posting Location(s): The Palms - 11725 Sherry Lane, Miami, FL 33183 Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 6+ months of experience interacting with people, demonstrated through work, military, or education Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work a schedule that may include most Saturdays This position is not eligible for Visa sponsorship Posting End Date: 13 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$34k-38k yearly est. 5d ago
Community Mortgage Bank Sales Consultant (SAFE)- Miami
Wells Fargo Bank 4.6
Miami, FL job
About this role: Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at *********************** In this role you will: Sit within assigned bank branches and originate mortgage loans. Collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes. Perform miscellaneous duties as needed and required Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs Process loan applications for mortgage transactions and review rates and terms within guidelines Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements Adhere to policies, underwriting requirements, compliance requirements, and loan procedures. Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: 2+ years of mortgage retail sales experience Expertise of general lending products and overall mortgage industry experience Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs FHA/VA & conventional loan experience is preferred Knowledge and understanding of sales prospecting and generating referrals Experience with educating clients on various mortgage purchase programs Experience developing and cultivating professional relationships Customer service experience Basic Microsoft Office skills Excellent verbal, written, and interpersonal communication skills Ability to provide leadership by coaching, training, and mentoring Bilingual speaking proficiency in Spanish/English preferred Job Expectations: Willingness to travel Reliable transportation Ability to work nights, weekends, or holidays as needed or scheduled Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Location(s): Posting End Date: 1 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$65k-106k yearly est. 7d ago
Senior Manager - Strategic Planning
American Express 4.8
Sunrise, FL job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? This Senior Manager role sits within the Global Customer Experience organization and will be a critical part of the Enterprise Engagement team, leading and implementing global strategic initiatives that support the TLS Future is Now 2.0 transformation agenda. These initiatives require not only cross-functional coordination and collaboration across TLS, but also the Enterprise, supporting both the strategic direction of the initiative as well as its planning and execution. We are looking for a highly skilled technical Program Management Office Manager. The ideal candidate will have experience working in e-commerce environments and be comfortable managing complex, technical projects with multiple stakeholder Responsibilities Program Management: * Support the stand-up of the PMO framework, including defining and engaging appropriate workstreams and owners to deliver on the strategy * Ensure clear definition of roles, responsibility & accountability as it relates to the program framework and milestones * Partner with workstream owners to manage and drive the workstreams forward to deliver on project milestones and to drive speed in decision-making, prioritization and escalations * Proactively identify, raise and solve roadblocks to keep projects on track * Provide day-to-day program management structure and support, including milestone tracking, RAID updates, status reports, scorecard tracking and ensuring the proper meeting cadence is in place to support communication across teams and to leadership * Coordinate with market resources for operational readiness and change management of initiative launches * Regularly interact with senior executives on program status, issues and to facilitate decision making Industry & technical: * Possess a detailed understanding of web and mobile application architecture, including APIs, databases and cloud infrastructure * Provide guidance on best practice on how to manage new technical portfolio management to implementation. * Configure and manage Airtable databases, automations and integrations for project tracking and reporting * Develop structured workflows using Airtable to support cross-functional teams Minimum Qualifications: * Strong Program & Project Management - Proven experience with governance, planning, risk management, and delivery across complex initiatives. * Strong capability to translate complex technical topics into actionable program direction for both senior stakeholders and cross-functional delivery teams. * Able to interpret data, identify issues early, structure ambiguous problems, and drive informed decisions * Skilled at prioritizing, managing multiple workstreams, tracking details, and ensuring progress despite roadblocks. * Experience managing cross-market regulatory and operational requirements Preferred Qualifications * Familiarity with digital UI/UX change management * Ability to manage and coordinate technical dependencies across Central and Local teams, ensuring alignment on architecture, funding, and delivery timelines. * Experience contributing to risk assessments and mitigation plans * Strong understanding of global platform migrations, including how multiple markets integrate into a single global web * Experience with platform ecosystems, including how digital experiences interface with mid and back office workflows Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$103.8k-174.8k yearly 3d ago
Analyst-Compliance -Global Sanctions Governance- NPG/M&A Support
American Express 4.8
Sunrise, FL job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** Global Sanctions is responsible for developing and maintaining an effective, risk-based enterprise-wide sanctions program that focuses on establishing minimum standards, overseeing effective screening processes, completing the Sanctions Risk Assessment, developing and administering training, providing reporting and key risk indicators, and serving as the Subject Matter Experts to support all business and compliance teams. The **Global Sanctions Governance- Screening Implementation Analyst** will serve as the central Sanctions contact for all new products and M&A support to ensure each project is analyzed for Sanctions requirements and the appropriate sign off is provided upon confirmation of Sanctions adherence. + Will attend the NPA/M&A meetings and serve as the sanctions subject matter expert on the calls. + Review the project details to ensure sanctions requirement adherence. + Provide weekly updates on the status of the NPA projects. + Provide a detailed summary of the projects to leadership to obtain the necessary approvals. + Act as the Point of Contact for NPA/M&A questions + Support with NPA/M&A documentation. + Assist with other functions in support of the Global Sanctions Team as needed **Minimum Qualifications** + Bachelor's degree in business, Finance, Law, Risk Management, or a related field. + 3 years of experience in sanctions compliance, AML, risk management, or financial crime compliance. + Experience supporting **new product approvals (NPA)** and/or **mergers & acquisitions (M&A)** in a compliance or risk context. + Proven ability to review project details for compliance with regulatory and sanctions requirements. + Experience preparing documentation, summaries, and weekly project updates for leadership. + Strong data analysis and documentation abilities. + Proficiency in MS Excel, Word, and PowerPoint (reporting and presentations). + Familiarity with workflow/project management tools and compliance tracking systems. + Knowledge of enterprise sanctions standards, new product governance, and due diligence processes. + Ability to identify and escalate gaps or risks related to sanctions adherence in projects. **Preferred Qualifications** + Prior experience in sanctions, PEP, or financial crimes compliance + Familiarity with international regulatory environments + Strong communication skills to act as the **point of contact** for NPA/M&A sanctions questions. + Ability to summarize and present project status clearly to leadership. + Excellent stakeholder management and collaboration across business, compliance, and legal teams. + Strong organizational skills to manage multiple reviews, approvals, and deadlines. **Qualifications** Salary Range: $65,500.00 to $102,500.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Compliance **Primary Location:** US-Utah-Sandy **Other Locations:** US-Arizona-Phoenix, US-Florida-Sunrise **Schedule** Full-time **Req ID:** 25020619
$65.5k-102.5k yearly 45d ago
Collections Specialist - Currents
American Express 4.8
Sunrise, FL job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Global Credit is a global and diverse organization that plays a critical role in protecting the company and enabling growth. Our department is fundamental for the company and is responsible for supporting our customers in managing their accounts. We also aim to achieve the right balance between enabling spend and taking actions to recover balances as well as limit exposure for American Express. Job Responsibilities: * Consistently deliver extraordinary service on inbound and/or outbound customer calls to review and monitor accounts in a fast-paced, structured, customer care environment. * Consult with Card Members to understand intent for card usage as well as reinforcing the relationship by setting the proper expectations for possible credit concerns. * Analyse and make decisions based on risk assessment of the Customer profile to uncover the root cause of their concern, while using negotiation skills to execute on the agreed solution. * Develop key consulting skills, including building a human connection with customers through care and empathy, understanding customer needs, handling objections and providing tailored solutions for different situations. * Maintain high level of integrity to work with customer information and meet compliance requirements. * Meet and exceed performance goals that include customer satisfaction, consultation, call handling time, schedule adherence and compliance regulations. Minimum Qualifications: * Computer literate, able to navigate through multiple computer systems and applications simultaneously, with speed and accuracy. * Natural communicator who can demonstrate active listening skills and adapt conversation to suit the situation and the Card Member's communication style. * Resilience is needed to efficiently manage a steady stream of diverse customer calls, while balancing performance to meet a variety of metrics. * Passion for consultative support, recommending products or solutions tailored to each Card Member. * A problem-solver to efficiently evaluate Card Member issues and offer the best inventive solutions with a view to resolving on the first contact. * Excellent negotiation, analytical, and decision-making skills, with strong attention to detail and the ability to be assertive. * A capacity to learn, willingness to try new things, ability to incorporate feedback and agility through change and difficult situations. Preferred Qualifications: * Minimum six months customer service or consultative support experience preferred, ideally in a contact center environment. Additional Requirements: * Flexibility to work anytime between 8:00am-12:00pm (midnight), including weekends * Hybrid Environment - This position will work in a hybrid model with a combination of in-office three days per week and two virtual workdays from home. * Shift differentials for nights and weekends are provided. * Candidates must be flexible as shifts will be provided during the training period. * Location: 1500 NW 136th Ave, Sunrise, FL 33323 Salary Range: $20.00 to $24.00 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions
$20-24 hourly 4d ago
Global Investment Banking Summer Associate Program - 2026
Bank of America Corporation 4.7
Bank of America Corporation job in Miami, FL
We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer associates help orchestrate capital raising and strategic advisory transactions. Our Summer Associate program is designed to offer you a broad and exciting experience of work as a full time Investment Banking associate. During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout. As a summer associate, your key tasks and responsibilities may include but are not limited to: * Developing and maintaining complex financial models * Performing various financial analyses, including valuations and merger consequences * Conducting comprehensive and in-depth company and industry research * Preparation of presentation and other materials for clients * Participation in due diligence sessions, communications and interaction with deal team members * Management of several projects at once and work effectively as an individual and as part of a team Qualifications * Candidates are required to be pursuing an MBA degree from an accredited university with a graduation time frame between November 2026 and August 2027 * Must have a track record of superior performance in extracurricular and professional activities * Demonstrate a combination of strong quantitative/analytical skills, attention to detail and client focus * Strategic and creative thinking; distinguished written and oral communications skills * Assertiveness, initiative, leadership, strong work ethic, team focus * Ability to learn quickly and take on new responsibilities * Dedication to building a career in the investment banking industry * Minimum of 2 years of work experience post undergraduate degree Bank of America does not complete third party forms from colleges, universities, or other parties.
$78k-107k yearly est. 60d+ ago
Business Solutions Advisor - Bay Point Financial Center - Bilingual Spanish Required
Bank of America Corporation 4.7
Bank of America Corporation job in Miami, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: * Recommends financial advice and guidance that align with client financial goals and needs * Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank * Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities * Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs * Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs * Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience Required Qualifications: * Has demonstrated experience and proven success with business-to-business sales and/or small business banking * Has strong communication skills with the ability to effectively influence clients * Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution * Has a proven sales track record * Can build productive partnerships and working relationships * Is experienced with outbound phone sales Desired Qualifications: * Experience with financial information, spreadsheets and financial skills * Experience with in-person customer service and sales * Experience working with small business clients * Experience meeting or exceeding goals * A working knowledge of small business products and services * Bilingual skills Skills: * Client Management * Client Solutions Advisory * Customer and Client Focus * Referral Identification * Risk Management * Client Experience Branding * Credit Documentation Requirements * Credit and Risk Assessment * Pipeline Management * Referral Management * Attention to Detail * Collaboration * Issue Management * Prospecting * Relationship Building Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
$67k-93k yearly est. 8d ago
Fulfillment Advisor
Bank of America Corporation 4.7
Bank of America Corporation job in Hialeah, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: We are seeking a client-focused Implementation Advisor to join our Fulfillment team and support onboarding process and implementation of treasury services for clients across the LATAM region. This role ensures smooth implementation timely resolution of issues, and overall client satisfaction. Responsibilities: * Guide Clients through onboarding and setup from start to finish * Be main point of contact for clients during set up * Handle process breaks by investigating root causes and driving solutions * Manage multiple client projects, keeping deliverables and timelines on track * Identify risk early and escalate to Leaders when needed * Works closely with stakeholders to meet client needs Required Qualification: * Minimum of 2 years experience working in client facing role preferably in financial services industry. * Mist be presentable, confident and client focused. * Prior client facing experience or ability to conduct discussions with clients in a confident manner. * Excellent communications skills and ability to present to an audience. * Ability to work under pressure in a team environment. * Ability to liaise with all levels of the firm and people with different experiences and backgrounds. * Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate. * Strong problem -solving, organization, and client relationship skills. * Flexibility to work on US holidays and support clients in multiple time zones. Desired Qualifications: * Bilingual in Spanish & English (Fluent) HIGHLY DEISRED. * Bilingual in Portuguese & English (Fluent) HIGHLY DEISRED. * Knowledge of Treasury Products. * 5+ years working with clients in the financial sector. * Experience working with documentation such as treasury forms, signature cards, client's legal documentation. Other Qualifications: * Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions * Excels in working among diverse viewpoints to determine the best path forward * Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner * Commitment to challenging the status quo and promoting positive change. * Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base * Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world Shift: 1st shift (United States of America) Hours Per Week: 40
$62k-89k yearly est. 12d ago
Part Time (30 Hours) Associate Banker, Lake Worth Main Branch, Lake Worth, FL Bilingual Spanish Required
Jpmorganchase 4.8
Lake Worth, FL 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. Reading and speaking in both English and Spanish fluently is required for this role. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
$33k-82k yearly est. Auto-Apply 14d ago

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