Bank of America jobs in Jacksonville, FL - 196 jobs

Merrill Market Client Relationship Manager
Bank of America 4.7
Bank of America job in Jacksonville, FL
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. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. 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
$42k-72k yearly est. Auto-Apply 41d ago

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Global AML Operations - Ops Professional MKTS
Bank of America 4.7
Bank of America job in Jacksonville, 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! : This job is responsible for providing analytical support in a Global Markets Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve. Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products. Responsibilities: Confirms loan documentation for accurate trade settlements Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups Manages post-trade management and logistics, settlement pricing, and closing coordination Analyzes and resolves highly complex operational problems Supports ad-hoc projects for new processes or industry initiatives Processes loans end-to-end with accurate data input into various credit and operating systems Skills: Attention to Detail Critical Thinking Data Collection and Entry Recording/Organizing Information Research Fraud Management Interpret Relevant Laws, Rules, and Regulations Problem Solving Quality Assurance Risk Management Adaptability Customer and Client Focus Prioritization Result Orientation Written Communications Line of Business Job Description Global Operations, Anti Money Laundering (AML) is responsible for completing Refresh Activities such as Know Your Customer (KYC) and Client Due Diligence (CDD) checks for all clients that do business with the Bank. Refresh Teams are responsible to collect and maintain client documents to ensure activities are executed in alignment with Laws, Rules, Regulation, and Bank Policies. Business Management team handles all support type requests for the organization. This role provides moderately complex research, and analytical support for the delivery of end-to-end support for AML Refresh Operations. The candidate will operate under general supervision and assist teammates while following established procedures. Key Responsibilities: Investigates root causes of production delays by engaging with AML Refresh Operations, Lines of Business (LOBs), Global Financial Crimes (GFC), and leadership Ensures accuracy of AML Refresh client portfolio data using internal (AWARE, Cesium, GDS) and external comparison tools (Tableau, Power BI) Performs research and conducts moderately complex analysis (automated and manual) of data provided or obtained thru manual research, in a range of formats (Excel, Power BI, tableau dashboards, etc.) Synthesizes findings and provides actionable insights to drive resolution and prevent recurrence of delays by identifying areas of potential procedural updates, thematic trends, and coaching opportunities to enhance AML Refresh program success Evaluates data and information relevant to metrics to support AML governance activities. Explores methods to enhance processes, further reduce risks, and improve AML Refresh process Escalates potential risks and exposures to manager in a timely manner Serves as an escalation point to answer inquiries from business controls, audit and Quality Assurance (QA) partners to support business continuity efforts within AML Refresh. Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions Identify, develop, and support tactics to engage and influence stakeholders to achieve desired outcomes and/or deliverables Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships Supports monitoring and testing of controls by evaluating data to identify issues and control improvements for remediation Required Skills: 24 months AML Refresh analyst experience required, with AML Refresh Team Lead experience preferred. Familiar with QA, risk management, project management and regulatory interpretation Strong executive presence and presentation skills with the ability to present key messages, effective recommendations, and information in a clear, concise, insightful, and influential way Ability to work in a team environment Adaptable to ad hoc changes in business focus Advanced Proficiency in Microsoft Excel (Power Query/XLookup) and MS Office Suite products Strong organizational skills with the ability to prioritize and manage multiple assignments Ability to meet tight deadlines while ensuring data accuracy and integrity Self-motivated and capable of working with minimal supervision Attention to detail, critical thinking, and problem-solving skills Strong customer and client focus with adaptability and results orientation Desired Skills: College degree (B.S./B.A.) or comparable work experience Experience working within a highly productive team in a fast-paced environment Strong analytical skills, with an investigative mindset and ability to use data to enhance efficiency and develop reporting to drive business insights Prior experience managing multiple projects and adjusting to changing deadlines Lean Sigma Six or Project Management certificates Shift: 1st shift (United States of America) Hours Per Week: 40
$58k-80k yearly est. Auto-Apply 10d ago
Consumer Originations Proactive Outreach Agent - Jacksonville FL
Jpmorganchase 4.8
Jacksonville, FL job
Are you energized by a fast-paced environment and passionate about helping customers achieve their homeownership dreams? Join our Proactive Outreach team, where you'll connect potential customers with our expert Home Lending Advisors and play a key role in driving business growth. As a Proactive Outreach Agent in our Proactive Outreach team, you'll be at the forefront of our lead generation effort, calling customers from various sources, confirming interest for mortgage products, and seamlessly transferring qualified leads to our Home Lending Advisors. You'll thrive in a dynamic, customer-centric team that values collaboration, adaptability, and a commitment to excellence. Why You'll Love This Role: Be part of a high-energy team that makes a real impact for customers and the business. Develop your skills across sales, customer service, and mortgage operations. Work closely with multiple departments and build strong professional relationships. Grow your career: At Chase, we're committed to your professional development. This role offers a strong foundation for advancement into other areas of mortgage banking. You'll learn from experienced professionals and explore a variety of career paths within our organization Job Responsibilities Efficiently manage and prioritize a variety of lead types, ensuring timely follow-up and transfers to Home Lending Advisors Initiate contact with potential customers, provide information, and assist in connecting them with the right advisor Respond to customer application leads, address inquiries, and facilitate smooth transitions Leverage multiple shared mailboxes and systems, maintaining data integrity and quality for all records Foster strong relationships with internal partners and customers through real-time communication and follow-up Contribute to the development and refinement of procedures, templates, and job aids to enhance lead management Partner with the Sales teams to support overall objectives and foster a cooperative, dynamic work environment Ensure all activities comply with relevant regulations and company policies Demonstrate a commitment to customer service through helpful, empathetic, and positive interactions Work Schedule Candidates must be willing and able to work schedules that support our Sales Teams' operating hours, which includes certain holidays and weekends. Required Qualifications, Capabilities and Skills Ability to work effectively in a team environment, prioritizing support, service, and business needs Willingness to take on new tasks and responsibilities as business needs evolve Thrive in a fast-paced environment and adapt to change Proficient in Microsoft Office (Outlook, Excel, Word) and able to work with multiple applications simultaneously Strong problem-solving, attention to detail, communication, and listening skills Demonstrate helpfulness, empathy, and a positive attitude to support a winning team culture Use time effectively, focusing on value-added activities Strong adherence to compliance regulations High School Diploma or GED Preferred Qualifications, Capabilities and Skills Familiarity with mortgage originations or servicing systems and processes Prior call center experience Some College 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: *********************************************************************
$74k-92k yearly est. Auto-Apply 9d ago
Centralized Community Home Lending Advisor - Bilingual (English/Spanish) - Jacksonville, FL
Jpmorganchase 4.8
Jacksonville, FL job
Join our fun, high-energy team as a Centralized Community 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 Centralized Community Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results. Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan. You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase. Job Responsibilities Convert inbound and outbound leads into mortgage loan applications Source all business and logging all contacts with prospects Use consultative selling of Purchases Loans in a call center environment Recommend optimum product/rate program combinations to prospects Ensure compliance with applicable statues and procedures Provide feedback on lead quality Meet required sales performance for pre-established goal volume Required qualifications, capabilities and skills Ability to read, write and speak Spanish fluently. Proficient with Microsoft Applications (Word, Excel and PowerPoint) Self-motivated and detail oriented Excellent oral and written communication skills Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner Demonstrated ability in providing superior customer service and consultative selling Preferred qualifications, capabilities, and skills FHA/VA sales experience Call Center experience Marketing, promoting, relationship building, and consulting skills Experience in the Financial Services, Mortgage, Auto, Medical or Education industries
$30k-58k yearly est. Auto-Apply 8d ago
Senior Associate Quant Analytics
Jpmorgan Chase Bank, N.A 4.8
Jacksonville, FL job
Are you passionate about transforming data into actionable insights? We're looking for a Sr Quant Analyst to join our dynamic Home Lending Data & Analytics team, supporting Mortgage Servicing. In this high-impact role, you'll collaborate with business partners, leverage cutting-edge analytics tools, and help shape the future of home lending. As a Senior Quant Analytics Associate within the Home Lending Data and Analytics team in support of Mortgage Servicing, you will work on a mix of strategy, business analysis and data science skills with a focus on design, build and implementation of reports and digital dashboards. You will be a strong communicator who is eager to learn, endlessly. Additionally, it would be ideal if you have a in- depth understanding of the mortgage industry. Job Responsibilities: Work closely with business partners to gather reporting requirements Provide data in a digestible format to key stakeholders using Business Intelligence Dashboards for both recurring and ad hoc reporting Translate business needs into data solutions for long-term objectives Partner with the business to provide insightful analytics for process improvement Perform data discovery work to manipulate and analyze complex, high-volume, high-dimensionality data from varying sources to help develop various types of data-driven Home Lending products/initiatives. Build processes to make joining datasets without unique keys possible Think critically about headwinds facing the business and explore opportunities for analytics Evaluate data sources for data quality and discrepancies Collaborate with team members, both to build out specific projects and to continuously teach and learn new technology and techniques Work independently with minimal supervision but high accountability Required qualifications, capabilities, and skills : Bachelor's degree in a quantitative or related field 3+ years of data and analytics experience using SQL Must have the ability to deliver high-quality results under tight deadlines Strong understanding of SQL and an ability identify data quality issues Experience working with Hadoop, Teradata, Oracle, MS DBs and Snowflake Experience with reporting technologies like Tableau, SSRS, Alteryx, Toad, SQL Developer, and Power BI Aptitude for learning new theory and new technology Advising business and technology partners on data-driven opportunities to increase efficiency and improve customer experience Proactively interfacing with, and gathering information from, other areas of the business (Operations, Technology, Finance, Marketing) Critical thinker that will thrive in a fast-paced, competitive environment and will mesh well with a team that prides itself on attention to detail and results Preferred qualifications, capabilities, and skills: Functional industry experience in operations, marketing, credit/risk, technology, or finance Mortgage experience preferred Master's Degree in Analytics (or similar concentration) Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
$61k-88k yearly est. 4d ago
J.P Morgan Wealth Management - Supervisory Manager - North Florida, Jacksonville , FL
Jpmorgan Chase & Co 4.8
Jacksonville, FL job
JobID: 210698630 JobSchedule: Full time JobShift: Day : J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders. Job Responsibilities: * Monitor and analyze the progress of active account and book reviews, as well as staff productivity. * Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues. * Ensure the team fully understands their responsibilities to perform high-quality work and adapt to the changing regulatory environment. * Comprehend system logic used in conducting risk-based reviews and further develop and refine rules based on prior findings. * Review, draft, or update desktop procedures as needed, and effectively communicate changes to team members. * Develop subject matter expertise in securities rules and regulations through knowledge acquisition, research, and training. * Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts. * Conduct Advisor book reviews to identify trends or patterns requiring further review that may impact multiple customers. * Identify and escalate potential issues to appropriate parties for further action. * Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action Forum. * Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff. Required Qualifications, Capabilities, and Skills: * Minimum of 5 years of experience in a principal capacity and 2 years of experience within the securities investment industry supervision, compliance, or risk capacity, in retail investments. * Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies. * Eagerness to engage directly with clients and advisors. * Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53). appropriate State Life & Health Insurance license. Additional licensing requirements must be met within 120 days of hire. * Competent knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices. * Strong critical thinking, analytical research, and quantitative skills with the ability to provide clear, concise, and timely resolution to issues. * Excellent written and verbal communication skills, including the ability to communicate with all levels of management. * Exceptional time management, risk analysis, proven judgment, problem-resolution and decision-making skills. * Ability to understand new investment products, Advisor/Banker compensation plans, and firm-wide policies and procedures to conduct reviews. * Ability to build relationships across business functions to obtain necessary information for conducting reviews. * Ability to travel 50% of the time. Preferred Qualifications, Capabilities, and Skills: * Bachelor's Degree preferred. * Experience as a Supervisory or Compliance professional preferred. * Advanced knowledge of FINRA, MSRB, and SEC rules and regulations. * Experience working alongside Advisors preferred. * Bilingual Spanish FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
$101k-123k yearly est. Auto-Apply 11d ago
Quant Analytics Associate Senior - Business Banking Marketing Analytics
Jpmorgan Chase & Co 4.8
Jacksonville, FL job
JobID: 210691552 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$150,000.00 Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact. As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence. The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution. Job responsibilities * Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance * Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels * Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights * Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions * Conduct market and competitor research to inform digital marketing strategies * Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations * Write and optimize SQL queries and stored procedures for data extraction and analysis * Develop and maintain interactive dashboards and reports using data visualization tools * Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities * Mentor and coach team members, support talent onboarding and development * Foster a culture of high performance and innovation Required qualifications, capabilities, and skills * Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics) * Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization * Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx * Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis * Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources * Solid understanding of IT processes, databases, and controls reporting * Strong analytical, problem-solving, and communication skills * Proficiency in web analytics platforms and SEO/SEM tools * Flexibility and adaptability to listen, defend, or change direction based on consensus * Superior judgment to mitigate risk and anticipate trends * Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines * Proven ability to collaborate effectively with stakeholders and cross-functional teams Preferred qualifications, capabilities, and skills * Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms * Proven ability to solve business problems using scientific analytics and translate data insights into strategies * Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies * Experience with A/B testing platforms and tag management systems * Experience conducting market and competitor research to inform digital marketing strategies * Ability to communicate compelling stories from data, highlighting customer behaviors and trends * Lifelong learner with a growth mindset, actively sharing knowledge with the team * Excellent communication skills, able to collaborate with senior leaders to support decision-making
$32k-74k yearly est. Auto-Apply 39d ago
CTI Process Management - Governance Lead
Bank of America 4.7
Bank of America job in Jacksonville, 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! Position Summary: This job is responsible for driving disciplined execution of internal controls and operational excellence within Core Technology Infrastructure's (CTI) process governance function. This position will be responsible for leading the governance function within CTI Process Management, with a specific focus on overseeing changes to the Single Process Inventory (SPI) and ensuring alignment with Enterprise Process Management (EPM) and Global Compliance and Operational Risk Management (GCOR) policies, standards, and applicable regulatory requirements. Responsibilities: Lead governance routines for SPI changes, ensuring compliance with EPM and GCOR Management policies and standards. Drive internal control discipline across CTI Process Management, promoting operational excellence. Partner with infrastructure operations teams to embed governance into technical domains and process execution. Conducts and coordinates quality assurance reviews and escalate risks or control gaps. Maintain documentation and reporting to support audit readiness and regulatory compliance. Serve as a subject matter expert in governance, risk management, and infrastructure operations. Required Qualifications: 3+ years of experience in the Audit, Compliance, or Risk function of a large financial services company, multi-national company, public accounting firm, or with a regulatory agency with strong track record of success and demonstrated progression in complexity of assignments. Strong knowledge of the Single Process Inventory Strong communication skills, including the ability to communicate complex ideas in a clear and concise manner Individual with desire to learn and teach others, high energy, positive attitude and be a thought leader Excellent interpersonal, oral and written communication skills, ability to effectively challenge and influence and strong attention to detail and accuracy Exceptional analytical and critical thinking abilities; Able to develop and convey a point of view Able to explicitly and visibly manages risk and assess tradeoffs when making business recommendations Desired Qualifications: Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude. Able to thrive in a dynamic team environment Highly motivated self-starter with ability to prioritize work and complete assignments within time constraints and deadlines Communicate complex governance changes through clear documentation, visuals, and stakeholder-friendly presentations Foster collaboration across relationship engagement, change and delivery operations, and governance teams to ensure seamless change execution Strategic thinker with a bias for action and a passion for operational excellence Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Skills: Controls Management Issue Management Monitoring, Surveillance, and Testing Quality Assurance Risk Management Analytical Thinking Attention to Detail Critical Thinking Problem Solving Written Communications Decision Making Innovative Thinking Prioritization Recording/Organizing Information Research Shift: 1st shift (United States of America) Hours Per Week: 40
$72k-101k yearly est. Auto-Apply 31d ago
Program Lead
Bank of America 4.7
Bank of America job in Jacksonville, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Senior Business Control Specialist supports the Client Asset Control Group (CACG) within Global Markets Operations, ensuring compliance with U.S. customer protection regulations across multiple broker-dealers. This role drives internal control discipline, regulatory adherence, and operational excellence through proactive oversight, issue remediation, and impactful change. Responsibilities: Manage and enhance controls to ensure compliance with client asset protection rules; maintain audit readiness. Assess the design and effectiveness of systems and controls through data analysis and root cause investigation, ensuring alignment with regulatory standards and driving continuous improvement. Collaborate with cross-functional teams to resolve issues and execute recommended control and/or technology enhancements. Administer third-party custodial account processes, including setup, maintenance, coding, reconciliation, and documentation. Proactively detect, document and escalate risks and incidents with urgency, ensuring timely and effective resolution. Act as a subject matter expert for audits, regulatory exams, incident remediation, and change initiatives; lead small to mid-sized projects. Leverage emerging technologies to improve processes and drive innovation. Required Qualifications: Intellectual Curiosity: Demonstrates a strong desire to learn and quickly understand complex concepts and regulatory frameworks. Control & Risk Management: Experience in designing, evaluating, and enhancing internal controls; ability to identify and remediate operational and regulatory risks. Analytical Rigor: Applies effective problem-solving skills with precision and attention to detail to ensure accuracy and completeness; proficient in data analysis and root cause investigation to support control effectiveness and issue resolution. Stakeholder Influence: Builds strong cross-functional partnerships and effectively navigates organizational dynamics to influence outcomes. Resolves differing perspectives constructively to achieve consensus and drive optimal solutions. Initiative & Ownership: Operates independently with strong time management and organizational skills; effectively balances multiple priorities. Communication Excellence: Delivers clear, concise messaging across all levels of the organization; skilled in presenting to senior audiences. Technology Proficiency: Skilled in Microsoft tools, including Excel, PowerPoint, CoPilot and Teams to support analysis, reporting, and collaboration. Comfort with emerging technologies and tools to drive innovation and efficiency. Audit & Exam Readiness: Experience supporting internal audits, regulatory exams, and incident investigations. Desired Qualifications: Regulatory Knowledge: Understanding of U.S. customer protection rules and broker dealer regulations (e.g., SEA 15c3-3, CFTC). Operational Expertise: Familiarity with broker dealer operations, such as account management, reconciliation processes, clearing and settlements, and financial regulatory reporting. Project Management: Ability to lead small to mid-sized initiatives, including remediation efforts, process improvements, and automation. 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 Skills: Process Design Program Management Project Management Reporting Strategy Planning and Development Issue Management Oral Communications Presentation Skills Prioritization Problem Solving Performance Management Process Performance Management Process Simplification Risk Management Workforce Planning Shift: 1st shift (United States of America) Hours Per Week: 40
$93k-116k yearly est. Auto-Apply 10d ago
Process Design Consultant I
Bank of America 4.7
Bank of America job in Jacksonville, 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! Role Description: A Process Design Consultant on the Global Operations Process Ownership & OpEx team plays a key role in enabling Process Engineers to support Global Operations Process Owners and key partners, ensuring consistency in approach across the organization and providing program and project oversight and support for key OpEx deliverables. This role combines process design expertise with strong analytical, presentation and project management capabilities to support the delivery of strategic process management efforts. Responsibilities Collaboration with Process Engineers and business partners to provide the required administrative support in relation to Enterprise Process Management deliverables and to enable process design / redesign using Process Management principles. Designing and administering Global Ops Process Management education programs Analyzing process data to help identify process redesign opportunities and provide insights Developing execution strategies and reporting progress to executive leadership Tracking program metrics and collecting VOC for continuous improvement Facilitating onboarding for Process Owners and Advisors Supporting Process Engineers with SPI insights to enhance process strategy Driving portfolio oversight and simplification of work processes Communicate effectively with stakeholders at all levels, including senior leaders, to align on strategy, progress, and support needs. Partner with Process Engineers to develop and implement success measures that sustain improvements over time. What We Are Looking For We're seeking a proactive and detail-oriented individual who thrives in a fast-paced environment and is passionate about driving operational excellence. The ideal candidate will have strong analytical and communication skills, a collaborative mindset, and the ability to manage ambiguity while delivering results. Required Experience & Attributes: 3-5 years of experience in process design and/or project management support. Strong analytical skills with the ability to evaluate and improve complex business processes. Proven ability to manage multiple priorities without compromising quality or timelines. Comfortable working independently and collaboratively in a virtual, cross-functional team environment. Skilled in facilitating meetings, capturing outcomes, and maintaining accurate documentation. Effective communicator with experience engaging diverse stakeholders, including senior leaders. Skills That Will Help Process Management or Six Sigma Green Belt / Lean Certification. Experience with process quality and performance improvement initiatives. Familiarity with Global Operations and related processes. Operational knowledge of Process Owner Portal (POP) and Bank of America Change Management standards. Strong foresight in identifying risks and developing creative mitigation strategies. Proficiency in Microsoft Office tools (Word, Excel, PowerPoint, Visio) and data visualization tools (Tableau and Alteryx). Experience of leveraging AI to streamline work processes Shift: 1st shift (United States of America) Hours Per Week: 40
$48k-76k yearly est. Auto-Apply 56d ago
Account Specialist IV- Mortgage- Bilingual English & Spanish Required
Jpmorganchase 4.8
Jacksonville, FL job
Embark on a rewarding and challenging career as an Account Specialist IV with our dynamic team. You'll have the opportunity to make a significant impact by supporting process improvements, key initiatives and expanding your creative skills in a supportive and collaborative environment. Join us and contribute to our mission while advancing your career. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. As an Account Specialist IV- Mortgage, in Customer Life Events you will be responsible for delivering top notch support that is vital to Home Lending as part of the team in Customer Life Events where we are responsible for the interactions with homeowners or those who are acquiring a home loan through assumptions who require Chase's assistance in completing the transaction, or bringing the account current. You will assist customers as they work towards a resolution through servicing transactions, payment arrangements, retention workout options, or liquidation of the mortgage. Job responsibilities Serve as the primary contact for customers and approved third parties during the customer life event process; including but not limited to investors and attorneys, trustees, and courts. Respond to customer inquiries regarding mortgage servicing transactions and be responsible for inbound and outbound calls to solve delinquency Help the customer through loss mitigation options and for explaining Chase and investor-specific documentation requirements to the customer. Assist customers with understanding the documentation required of them to get transactions processed and decisioned: Reviews and perfects all documents provided by customer ensuring file is complete and accurate. Communicate decisions from Underwriting/QA, including assumption, successor in interest, retention, and liquidation options, and discuss next steps and monitor customer adherence and completion of transaction after decision Communicate and keeps customer apprised throughout the process by maintaining close communication with internal partners including but not limited to Underwriting, Bankruptcy, Loss Mitigation, Foreclosure, and Service Member Civil Relief Act (SCRA), Assumptions Processor Required qualifications, capabilities, and skills Knowledge of FDCPA, TCPA and TILA Proficiency in building and maintaining positive client relationships with demonstrated excellent verbal and written communication skills. Proven ability to actively listen and proactively provide appropriate solutions and problem solving and highly effective organization and time management skills. Proven ability to work collaboratively across functional teams to enhance the customer experience by ensuring operational excellence and highlighting opportunities to enhance/streamline the process Must be detail oriented, organized, and poses the ability to multi-task with a proven ability to follow policies, procedures, and regulatory requirements. Ability to quickly absorb complex information, process information and apply appropriately to customer's needs and understanding when to escalate items and ability to work well under pressure while multi-tasking to meet deadlines. High School diploma Preferred qualifications, capabilities, and skills 3+ years' experience in Home Lending including but not limited to Assumptions, Customer Service, Loss Mitigation, Underwriting, Foreclosure, Bankruptcy and/or Loan Originations 1+ years' experience in a high volume sales or customer contact center College degree
$49k-68k yearly est. Auto-Apply 24d ago
Senior Manual Ethical Hacker
Bank of America Corporation 4.7
Bank of America Corporation job in Jacksonville, 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: Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the security resilience of the bank's applications to malicious hacking activity. This senior technical role is responsible performing and leading ethical hacking assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include leading and performing research, understanding the bank's security policies, working with appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. These individuals are expected to perform application security-oriented dynamic and static assessments across a multitude of technologies including web UI, web APIs, mobile and cloud, including associated source code. Key Responsibilities in order of importance: * Perform assigned analysis of internal and external threats on information systems and predict future threat behavior. * Incorporate threat actors' tactics, techniques, and procedures into offensive security testing to identify high-value vulnerabilities/chained attacks. * Developing Proof-of-concepts for exploitation. * Perform assessments of the security, effectiveness, and practicality of multiple technology systems. * Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. * Prepare and present detailed technical information for various media including documents, reports, and notifications. * Provide clear and practical advice regarding managing risks. * Learn and develop advanced technical and leadership skills, mentor Junior and Intermediate assessors in technical tradecraft and soft skills. * Respond to security incidents and provide technical assistance to leadership across the Information Security organization. Required Skills: * Minimum of 5+ years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment * Detailed technical knowledge in at least 5 of the following areas: * security engineering * application architecture * authentication and security protocols * application session management * applied cryptography * common communication protocols * mobile frameworks * single sign-on technologies * exploit automation platforms * Web APIs * Cloud environments * LLM security * Mobile application analysis * Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings * Experience performing manual web application assessments i.e., must be able to simulate a OWASP Top 10 vulnerabilities without the use of tools * Experience performing manual code reviews for security relevant issues * Experience working with DAST and SAST tools to identify vulnerabilities * Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) * Experience with vulnerability assessment tools and penetration testing techniques. * Solid programming/debugging skills, development frameworks, CVE and CWE research/reproduction * Threat Analysis, threat modelling and SBOM analysis * Innovative thinking, threat actor simulation * Technology Systems Assessment * Technical Documentation * Advisory Desired: * CEH, OSCP/OSCE/OSWE/GXPN/GPEN/GWAPT/GMOB/All Practitioner Certs [Port Swigger BSP Academy]/Cloud Cert(s)/ eWPT; eWPTX; eMAPT [INE Pentester Academy] * Strong programming/scripting skills * Frida * Binary analysis (disassembly skills) Skills: * Advisory * Innovative Thinking * Technical Documentation * Technology System Assessment * Threat Analysis * Adaptability * Collaboration * Scenario Planning and Analysis * Test Engineering * Written Communications * Attention to Detail * Information Systems Management * Issue Management * Presentation Skills * Prioritization This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift: 1st shift (United States of America) Hours Per Week: 40
$83k-114k yearly est. 4d ago
Fraud Analytics and Innovation Lead Analyst
Bank of America Corporation 4.7
Bank of America Corporation job in Jacksonville, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Summary: This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. Responsibilities: * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights * Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products * Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape * Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners * Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies business trends based on economic and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights Required Qualifications: * Minimum 3 years SAS/SQL Coding knowledge and/or experience * Ability to manage multiple projects in a complex and rapidly-changing environment * Ability to work independently as well as part of a team * Demonstrate strong analytical skills * Previous risk/fraud analysis, strategy development, or related experience * Strong written and oral communication skills * Intellectually curious and willing to dive into complete issues\problems and solve Desired Qualifications: * 5+ years of risk analysis, strategy development, or related experience * 5+ years of SAS or SQL Coding experience * Prior experience in Authentication, Fraud, Debit Card or other related risk fields * Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) * Experience managing relationships and projects with external vendor partners Skills: * Analytical Thinking * Business Analytics * Data and Trend Analysis * Fraud Management * Problem Solving * Collaboration * Innovative Thinking * Monitoring, Surveillance, and Testing * Presentation Skills * Risk Management * Data Visualization * Interpret Relevant Laws, Rules, and Regulations * Issue Management * Oral Communications * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
$51k-86k yearly est. 15d ago
Relationship Banker SB - Atlantic and Hodges
Jpmorganchase 4.8
Jacksonville, 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 a Relationship Banker in a Chase Branch, 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. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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-40k yearly est. Auto-Apply 4d ago
Consumer Investments Operations Solutions Specialist
Bank of America 4.7
Bank of America job in Jacksonville, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Consumer Investment Operations Support team brings together the expertise of a myriad of operational functions via a phone based channel to help front line associates care and deliver for their clients' needs in one place. The Consumer Investment Operations Support team provides elevated support of operational requests for all Consumer Investment field and home office teams to ensure client request resolution is handled seamlessly. The team consisting of experts provides point of call resolution, a research resource, partnership with process specialists, and proactive support on a multitude of fronts for the home office and field associates. This job is responsible for processing intake requests, owning cases from beginning to completion, and following up with clients and home office associates. Key responsibilities include providing end-to-end service ownership with point-of-call resolution, providing partnership, and researching and proactively supporting the home office teams. Job expectations include handling onboarding, funding, ongoing service, product and sales support inquiries across the Merrill suite of products, and demonstrating the highest standard of service for every associate interaction. Responsibilities: Strive for one contact resolution of critical service requests Provide top-level service support and education to frontline associates and clients through inbound/outbound calls Proactively manage existing service items to completion to ensure client satisfaction Present the ability to multi task, problem solve, and think analytically Proactively identify additional associate/client needs and opportunities to enhance the relationship Demonstrate a cooperative, professional, and positive work demeanor while adhering to department call center metric requirements, such as schedule adherence, duration, CMC call tracking, production, and call quality assessments Will be expected to apply and share best practices and past experiences with their peers and leadership team Provide frontline associates and clients with accurate information by keeping abreast of operational procedures Raise process, procedural, or policy concerns to further enable efficiencies and heighten the experience across the business Adherence to all performance management related goals such as managing risk, operational excellence, diversity and inclusion, client care, along with displaying optimal behavioral competencies Examples of call inquiries requiring resolution may include new account opening, client identify validation, account linking and householding, and deposit delay lifts Serves as a subject matter expert for front-line associates and, at times, clients, in regards to Merrill products, service, and operational processes Handles complex issues related to Merrill service and products Provides approvals to resolve client inquiries and escalations Focuses on risk mitigation, policies, and procedures to ensure exceptions and approvals are within the appropriate guidelines Required Qualifications: Strong business acumen with an in depth understanding and alignment to the Consumer Investments operating model and overall value proposition Exceptional critical thinking / problem solving Qualifications to immediately address escalated client issues Relationship management Qualifications and ability to anticipate needs of business partners that we support Proven ability to coach others with a passion for excellence and willingness to exceed expectations Superior client service proficiency including excellent verbal, written and listening Qualifications Demonstrate exceptional organizational and time management Qualifications Apply sound judgment in making decisions Should be a highly-motivated self-starter who can set goals and accomplish tasks with minimal supervision Expert knowledge of internal policies, procedures, and processes to ensure flawless execution and delivery Ability to handle and expedite multiple tasks in a dynamic, fast paced environment Skills: Account Management Advisory Business Operations Management Customer Service Management Process Management Active Listening Analytical Thinking Attention to Detail Business Process Analysis Policies, Procedures, and Guidelines Management Collaboration Continuous Improvement Customer and Client Focus Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
$41k-72k yearly est. Auto-Apply 58d ago
Business Control Manager- GT Model Governance Portfolio Manager
Bank of America 4.7
Bank of America job in Jacksonville, 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! This job is responsible for leading and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include executing LOB or ECF processes and tools to drive adherence to enterprise-wide standards. Job expectations include supporting the implementation of quality assurance and quality control processes within the LOB or ECF through ongoing monitoring and testing of controls, identifying issues and control improvements for remediation, and building out actions plans and milestones. The GT Model Governance Portfolio Manager leads the review, oversight and monitoring of the AI, model and critical use spreadsheet portfolio for Global Technology-Global Information Security and provide support across the remaining CIO divisions. Will also be responsible for review and maintenance of model documentation, tracking, reporting and on-going compliance with the Enterprise AI, Model Risk Management and Critical Use Spreadsheet Policies. Drives the model risk strategy for GT through monitoring and oversight of the model and critical use spreadsheet inventory and ensures overall governance adherence to the Enterprise Model Risk Management and AI Policies and standards including model identification, model health and the quarterly attestation. Supports driving the solutions within the Information Security vertical to optimize performance, prioritize and monitor overall risks and core processes while focusing on operational excellence. Reviews the Model Risk Management requirements and incorporates into internal Global Technology Model Governance procedure development, compliance, control implementation, management and oversight. Participates in governance forums to monitor model inventory health and MRM developer activities. Drives solutions for self-identification of risks and control gaps and monitoring of implementation. Candidate will be able to champion the effective and compliant use of models to mitigate cyber risk within the bank's Defense in Depth. Responsibilities: Leads the assessment of the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards Performs monitoring and testing of controls, identifying issues and control improvements for remediation Leads the implementation of optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts Manages the performance and productivity of team members that conduct quality inspection reviews Ensures timely execution of QA activities including control execution, case management, and results reporting Manages and reviews all operations front line unit responses for regulatory exams, internal audits, and other monitoring and inspection reviews Ensures accuracy of data and that relevant information is captured for inspection metrics to support governance for dashboard reporting Define and lead risk mitigating strategies to address key areas to ensure conformance with the Enterprise Model Risk Management and Artificial Intelligence Policies Partner with multiple technology organizations, divisional leads within Global Technology & Line of business Work closely with stakeholders to coordinate updates, metrics and review materials as needed to support routines; perform quality review before final submission to senior management and / or other stakeholders Coordinate, maintain, and communicate to cross divisional stakeholders a schedule of deliverables and routine timelines to ensure commitments are met on time Actively participate in efforts to define and manage ongoing execution of Model Risk KRIs Other technology model risk and governance related activities as necessary; which may include engagement in audits / exams of model risk management topics; engagement in issues management; or engagement in other technology model risk and control programs and efforts Manage cross functional model governance programs and projects Identify opportunities for enhancing or streamlining execution of model risk management processes; partner across multiple divisions to execute Required Qualifications: 5+ years recent experience in a Risk & Control environment Communicates complex technical subject matter into clear, concise language suited for various audiences Demonstrated increasing levels of accountability and ownership Demonstrated ability to operate as a change agent and driving change across diverse stakeholders' groups Strong collaboration and partnering skills with ability to positively influence and motivate teams Comfortable with ambiguous situations capable of analyzing, simplifying, and collaborating to solve complex problems Strategic thinker, self-starter, organized, versatile, and capable of performing work with minimal management oversight Ability to coordinate and drive execution of priorities and meet deadlines to adhere to policies and standards Can quickly “connect the dots” to demonstrate ability to identify and perform thematic analysis Competency with Microsoft Office: Outlook, Word, PowerPoint, Excel Desired Qualifications: Familiarity with the Global Technology organization Strong knowledge of Information Security best practices, principles, technologies, associated risks and attack vectors Previous experience in Cyber Security Operations across multiple incident or privacy disciplines Professional Infrastructure domain experience within Risk, CTO, and/or Global Information Security Strong knowledge of the NIST Cybersecurity Framework Possesses advanced understanding of security threats, vulnerabilities, exploits, attack vectors, malware, and digital forensics to guide incident response Proven experience in implementing related requirements of Compliance and Operational Risk Programs, including risk assessments and issues management Skills: Controls Management Oral Communications Risk Management Stakeholder Management Strategy Planning and Development Continuous Improvement Drives Engagement Influence Strategic Thinking Talent Development Data and Trend Analysis Decision Making Monitoring, Surveillance, and Testing Problem Solving Quality Assurance Shift: 1st shift (United States of America) Hours Per Week: 40
$71k-101k yearly est. Auto-Apply 13d ago
Wealth Management Field Services - Operations Analyst - Alternative Investments
Bank of America 4.7
Bank of America job in Jacksonville, FL
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused. Job Description: This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy. The Wealth Management Field Support - Alternative Investments (Alts) Operations Analyst position is critical to providing consultative and operational support to the Merrill Lynch Branch Office Network (including Private Bank and Private Wealth) regarding Alternative Investment products support. This role is a critical component of the business' subject matter expertise and relationship management with operational business partners. Responsible for the analysis and resolution of moderately complex issues and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. Responsibilities: Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access Provide consultative and tutorial support to business partners for Alts products processes for point of call resolution Demonstrate a deep understanding of our products/services to address business partner queries accurately Collaborate with cross-functional teams to escalate and resolve complex issues. Maintain a positive and professional demeanor, ensuring excellent customer experiences. Identify opportunities for process improvement and contribute to enhancing overall client satisfaction. Required Qualifications: 2+ years industry experience Sound Problem Solving and Decision-Making Skills; use good research and problem-solving skills and know where to go to resolve problems Demonstrate patience, composure, positive attitude, and client service attitude Customer service experience and ability to sympathize and empathize with clients wants, needs and concerns Strong work ethic and a commitment to teamwork Communicate effectively both written and verbal, tailor communications to audience, actively listen and follow-up with probing questions and updates to involved parties Identify opportunities for process improvement and contribute to enhancing overall customer satisfaction. Desired Qualifications: College degree preferred Time management skills Skills: Account Management Customer and Client Focus Issue Management Oral Communications Active Listening Adaptability Problem Solving Risk Management Attention to Detail Business Acumen Valuation Ethics and Practice Standards Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range$25.96 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$26-33.7 hourly Auto-Apply 60d+ ago
Credit Officer II-Dealer Financial Services
Bank of America Corporation 4.7
Bank of America Corporation job in Jacksonville, 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 managing, monitoring, and documenting credit risk for a portfolio of clients. Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum. Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and risk strategies and coaching and leading team members. In Dealer Financial Svs, assigned as a market or industry level resource, the Credit Officer II is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions. The role also serves as Line/Credit approver in conjunction with Risk management based on credit approval grid and drives the internal credit approval process, loan documentation and closing. Involvement with monitoring activities/approvals is also part of the responsibilities. The Credit Officer II maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis of clients and prospects and their industries, design and execution of credit solutions, and the active management of asset quality. Client facing, the Credit Officer II collaborates with the Relationship Manager (RM), Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions and deliver the bank to clients and prospects. Responsibilities: * Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury * Exercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actions * Acts as a senior coverage team resource supporting ongoing credit matters and asset quality, maintaining adherence to the bank's risk appetite and risk strategies to mitigate losses while identifying opportunities to responsibly growing the loan portfolio * Leads new credit originations in coordination and collaboration with the coverage teams including Relationship Managers, Risk, Syndications, Treasury, and all other product partners * Negotiates and structures legal documentation related to loans and derivatives * Establishes appropriate internal risk ratings for clients and implements accurate adjustments throughout the client's credit life cycle * Trains, coaches, and mentors Credit Analysts and Associates * Serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and that the bank is in a position to expand the relationship. Interacts with clients and prospects to understand their financial goals and objectives, current and future financial performance, and their needs and desires for their banking relationship * Working closely with the client team, the role of the Credit Officer in the credit process is the guidance and oversight of underwriting, structuring, and documentation of credit requests on an assigned portfolio * Includes an evaluation of the financial standing of the client or prospect and the appropriateness of the existing or proposed credit structure, and suggestion of any changes to help optimize the relationship * Underwrite and structure complex credit transactions with minimal oversight * Some travel time with face-to-face interaction with our dealer clients * Involved in the negotiation and closing process for transactions in portfolio * Oversees the monitoring of their assigned portfolio to maintain credit quality, and to ensure timely recognition and management of any changes via the use of the bank's proprietary risk rating tool, and the review of various compliance, exception and past due reports Required Qualifications: * Minimum of 7 years commercial credit underwriting an analysis with a commercial bank or OEM captive finance organization. * Strong knowledge and comprehension of loan and collateral documentation * Ability to accurately analyze borrower's financial picture and deliver a comprehensive risk analysis to manager and risk officers * Confidence and ability to develop an independent viewpoint and present a business case to support conclusions * Excellent relationship management skills, experience working in a team environment, ability to help influence constituencies with diverse views towards consensus * Coaching and mentoring skills * Strong Microsoft Office Skills Desired Qualifications: * Minimum of 10 years commercial credit underwriting and analysis with a commercial bank or OEM captive finance organization in the auto retail space. Direct customer-facing experience in a goal-oriented environment. * Bachelor's degree in Finance or Accounting Skills: * Analytical Thinking * Credit and Risk Assessment * Financial Analysis * Loan Structuring * Underwriting * Attention to Detail * Business Acumen * Financial Forecasting and Modeling * Research Analysis * Written Communications * Business Development * Collaboration * Critical Thinking * Portfolio Analysis * Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40
$94k-125k yearly est. 34d ago
Teradata Operational DBA
Bank of America 4.7
Bank of America job in Jacksonville, 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! Position Summary: The individual will be part of the DBA team that supports all Teradata databases for multiple Applicationss across all lines of business on the Teradata Data Warehouse. Responsible for working with Teradata technology stakeholders and technical partners to design/implement changes and provide ongoing support for Teradata application database environments. Provide consulting services, support change implementations, and fulfill work requests from application and operational support teams. Provide on call support for Teradata production environments. Create and maintain internal team documentation related to our processes, tools, and problem resolution techniques. Support Application DBA functions including DDL creation, SQL scripting, problem research, change deployments, on call rotation support, etc. Assist with design, development, implementation, documentation, and support of automated DBA processes using Teradata and Unix/Linux scripting. Support multiple Teradata systems including development/UAT, disaster recovery, and the enterprise warehouse production environments. Implement and administer access policies in conjunction with corporate standards. Support some Mainframe administrative functions including archive processing and job scheduling. Manage, design, support, document, and consult on practices of storage management, archive, restore, and disaster recovery. Work closely with Application projects teams on implementation of database changes to support large project initiatives and BAU work. Complete any assigned training courses and attend any required team meetings/calls to learn about and stay up to date on internal DBA team processes and tools. Work independently with minimal supervision, with general guidance from more seasoned DBA team members or managers. Required Qualifications: 10+ years experience as a Teradata DBA including some experience with Teradata V17.20 or higher. Advanced working knowledge of Teradata RDBMS at both physical and logical levels. Advanced working knowledge of Teradata suite of tools: Teradata Studio, TDWM, BTEQ, ARCMAIN, FASTOAD, MLOAD, TPUMP, TPT, DBQL, PDCR. Working knowledge of Mainframe interfaces and execution; TDP, JCL, TSO, ISPF, FICON, NDM. Working knowledge of Viewpoint, Teradata Data Mover, Teradata BAR technology. Working knowledge of Unix/Linux scripting (KSH, BASH, PERL). Desired Qualifications Familiar with Teradata Systems setup, GDO, DBS Control, Multitool, etc. Working knowledge of QueryGrid, DSA, Taraserver, NPARC, TASM Working knowledge of job schedulers: CA-7, AutoSys, etc. Replication technologies, Golden Gate. Familiar with REXX scripting. Familiar with Hadoop and Cloud concepts and technologies Familiar with project and change management solutions and automation software, such as Agile, Remedy, Ansible. Familiar with Teradata Native object Storage (NOS) Job Description: This job is responsible for managing the day-to-day activities and functions for the assigned team. Key responsibilities include delegating work to team members, supervising work processes, providing informal leadership of sub teams or technology silos, managing on call and support schedules, and providing leadership, mentorship, and direction to team members. Job expectations include solving complex technical and analytical issues and effectively communicating results to senior management and Line of Business partners. Responsibilities: Manages and prioritizes multiple tasks and assignments for the team including tracking tasks and tickets in system(s) of record, ensuring enterprise service level agreements are met, and participating in defect, incident, problem, and change review meetings and release activities Provides point of escalation for team members, peers, and partner teams, and shares the leadership Point of Contact for triage of high priority incidents or consulting engagements Performs all responsibilities of team members from applicable teams Works with appropriate teams to ensure alerts, monitoring, dashboards, and processes are established appropriately for new projects and initiatives Participates and helps with resource interviews and onboarding processes Performs access reviews, conducts compliance activities, and serves as a delegate for administrative processes Creates the on call rotation schedule and ensures support for off hours, weekends, and release windows Skills: Collaboration Influence Production Support Risk Management Solution Design Analytical Thinking Architecture Innovative Thinking Result Orientation Stakeholder Management Adaptability Automation DevOps Practices Project Management Solution Delivery Process Shift: 1st shift (United States of America) Hours Per Week: 40
$84k-108k yearly est. Auto-Apply 60d+ ago
Investment Consultant II - Merrill Premium
Bank of America 4.7
Bank of America job in Jacksonville, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: - Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction Desired Qualifications: - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift: 1st shift (United States of America) Hours Per Week: 40
$45k-75k yearly est. Auto-Apply 11d ago

Bank of America jobs in Jacksonville, FL - 196 jobs

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Global AML Operations - Ops Professional MKTS

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Senior Associate Quant Analytics

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Quant Analytics Associate Senior - Business Banking Marketing Analytics

CTI Process Management - Governance Lead

Program Lead

Process Design Consultant I

Account Specialist IV- Mortgage- Bilingual English & Spanish Required

Senior Manual Ethical Hacker

Fraud Analytics and Innovation Lead Analyst

Relationship Banker SB - Atlantic and Hodges

Consumer Investments Operations Solutions Specialist

Business Control Manager- GT Model Governance Portfolio Manager

Wealth Management Field Services - Operations Analyst - Alternative Investments

Credit Officer II-Dealer Financial Services

Teradata Operational DBA

Investment Consultant II - Merrill Premium

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