Bank of America jobs in Nashville, TN - 143 jobs

Smyrna, Tennessee;Murfreesboro, Tennessee; Smyrna, Tennessee; Murfreesboro, Tennessee **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance + Bilingual Spanish **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

JobID: 210701957 JobSchedule: Full time JobShift: : Overview: J.P. Morgan Workplace Solutions (JPMWS) is seeking dynamic Client Relationship Managers to join our team. With a diverse client base of over 2000 corporate clients, ranging from early-stage start-ups to established multinational corporations, JPMWS manages nearly $370 billion in assets for 1.8 million corporate employee participants. Our team has over 600 experienced professionals in 17 locations worldwide. Role Summary: As a Client Relationship Manager (CRM) at Workplace Solutions, you will be a trusted partner to our clients, demonstrating tenacity, focus, and exceptional organizational skills. You will be at the forefront of client and partner relationships, responsible for managing user and decision-maker interactions, achieving revenue and growth targets, while ensuring client satisfaction. The ideal candidate will exhibit ambition, resilience, a keen interest in understanding clients' business needs, and a strong technical orientation to customize solutions for diverse scenarios. Key Responsibilities: * Develop and maintain robust relationships with assigned clients * Engage with decision-makers to deepen client relationships and build client loyalty * Work with internal stakeholders and external partners to advocate for clients and provide creative solutions * Partner with Bankers on participant engagement initiatives and ensure they are kept abreast of overall relationship status * Be responsible for creating and maintaining key client data in Dynamics * Be responsible for client contract management, including renewals, amendments, price updates and product extensions, etc. * Advocate for client and ensure that client escalations are resolved * Ensure client satisfaction through strategic planning, proactive communication, issue resolution, and performance measurement achievements * Achieve assigned targets for client retention and referenceability * Stay informed about industry trends to provide best practices and industry insights to clients and the organization * Build a network of equity compensation influencers and experts in equity compensation * Lead client presentations to review metrics and strategic planning in person as required by business goals * Collaborate with Sales, Implementations, Operations, and Service Desk teams to optimize client and employee support * Actively grow existing accounts to identify new value creation opportunities Required Qualifications, Skills, and Capabilities: * Bachelor's degree in Business or equivalent experience * Experience in equity compensation. * Proven experience in Relationship Management with global companies * Proactive nature with a commitment to serving as a trusted advisor to customers * Strong analytical and problem-solving skills as well as consultative and negotiation skills * Ability to collaborate across the organization and externally to drive change * Ability to lead, prioritize and execute on multiple concurrent initiatives * Strong ability to present compelling stories and ideas and relay strategy * Exceptional personal, listening, written, and verbal communication skills * Demonstrated success in building and nurturing multi-level client relationships * Ability to lead, motivate, and develop creative solutions to complex problems while managing multiple initiatives * Strong understanding of customer requirements and ability to identify up-sell and cross-sell opportunities * Willing to travel up to 10 percent of working time Preferred Qualifications, Skills, and Capabilities: * Experience with Cloud-Based software * Project management experience with excellent organizational skills * Success-oriented mindset with a focus on customer satisfaction * Superior critical thinking, decision-making, and problem-solving skills Join J.P. Morgan Workplace Solutions and be part of a team that values innovation, client satisfaction, and professional growth.

JobID: 210702017 JobSchedule: Full time JobShift: : 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 Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. Job responsibilities * Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. * Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. * Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. * Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. * Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. * Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. * Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. Required qualifications, capabilities, and skills * You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. * You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. * You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. * You have a strong passion for educating the branch team and partners, helping them stay connected and informed. * You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. * You have 1+ years of retail banking experience. * You have a high school degree, GED, or foreign equivalent. * You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills * You have 6+ months of Associate Banker (Teller) experience. * You have a college degree or military equivalent. Training and Travel Requirement * You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. * You'll need to be able to travel as required for in-person training and meetings.

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. **Job responsibilities** + Coaches and mentors the branch team by providing training on products and services. + Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. + Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. + Builds role as the internal and external mortgage expert and maintains good relationships with customers. + Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. **Required qualifications, capabilities, and skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + 3+ years of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local area + Excellent written and oral communication skills + Knowledge of FHA, VA, FNMA, and FHLMC guidelines **Preferred qualifications, capabilities, and skills** + FHA/VA sales experience + Marketing, promoting, relationship building, and consulting skills + Intermediate PC skills in a Windows environment 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: ********************************************************************* . 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

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. **Job responsibilities** + Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships + Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning + Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework + Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews + Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions + Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms + Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships **Required qualifications, capabilities, and skills** + 10+ years of cash management, sales and relationship management experience + Success developing new business with focus on prospecting utilizing strong selling and negotiation skills + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy + Excellent verbal and written communication skills + Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization + Strong time management, organizational and planning skills + Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor **Preferred qualifications, capabilities, and skills** + Bachelor's degree + Certified Treasury Professional designation + Strong creative solution and problem-solving abilities JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

You are customer focused and enjoy learning about financial solutions for middle market clients. A role as a Commercial & Specialized Industries Banking/Treasury Analyst is for you. As an Analyst in Commercial & Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients. As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management. The Commercial & Specialized Industries Analyst Program is a rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more. Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry. **Job Responsibilities** + Work on financial models to support financing transactions + Assist in the completion of credit approval memos + Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) + Learn how to identify treasury product solutions to benefit clients' long-term planning + Develop an understanding of the full breadth of J.P. Morgan products and service offerings + Conduct client and prospect research to support business development effort **Required Qualifications, Capabilities and Skills** + Minimum GPA 3.2 required + Superior analytical, leadership, interpersonal and written/verbal communication skills + Keen attention to detail and creative mindset + Proven ability to multi-task and meet deadlines in a fast-paced environment + Exhibit sound judgement, agility, and the ability to work as a team player **Preferred Qualifications, Capabilities and Skills** + 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus + Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered) + Some exposure to credit fundamentals and/or previous client exposure is a plus + Knowledge of the market dynamics and its business environment preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

JobID: 210703032 JobSchedule: Full time JobShift: Day Base Pay/Salary: San Francisco,CA $300,000.00-$500,000.00; Los Angeles,CA $300,000.00-$500,000.00; New York,NY $300,000.00-$500,000.00; San Diego,CA $300,000.00-$500,000.00; Chicago,IL $300,000.00-$500,000.00; Denver,CO $300,000.00-$500,000.00; Seattle,WA $300,000.00-$500,000.00 Industry Executive, Applied Technology Banking, Managing Director (Location Flexible) You are customer focused, enjoy building relationships, and providing financial advice to your clients. A role as an Industry Executive is for you. As an Industry Executive on the Applied Technology, Innovation Economy team, you will hire and direct team members in their business development efforts to grow and retain profitable relationships within the Commercial and Specialized Industries group specializing in Applied Technology. The Applied Technology team is part of J.P. Morgan's Commercial Bank and Specialized Industries group. In this role, you will be the focal point of client acquisition, business development, and ongoing relationships with the world's most innovative companies in the Applied Technology sector-including robotics, space, quantum computing, and semiconductors. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. This role is ideal for a leader passionate about the intersection of technology and finance, with a focus on supporting founders and companies driving innovation in Applied Technology. You and your team will play a critical role in shaping the future of the Innovation Economy by delivering the full breadth of J.P. Morgan's capabilities to clients in this dynamic sector. You will manage a national team of 10+ Applied Technology Bankers. Job Responsibilities * Build a Brand: Demonstrate the ability to build a brand that represents Applied Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients." * Business Development: Develop new business by acquiring new relationships and deepening existing relationships by delivering the entire Firm, leading internal strategic discussions across all our solutions including credit and payments. * Founder Focus: Relentlessly focus on seeking out the best founders powering innovation in applied technology by leveraging a referral network built through business activities and relationship development. * Innovation & Risk Management: Champion a culture of innovation and a customer-centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately. * Industry Engagement: Be passionate about innovation, the start-up ecosystem, and entrepreneurship, with a desire to stay up to date with industry trends in applied technology to identify opportunities for innovation or strategic partnerships. * Efficiency & Automation: Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies. Required Qualifications, Capabilities and Skills * 12 plus years of business development, commercial banking, or other relevant sales experience in the technology or applied technology ecosystem. Proven track record of sourcing and navigating complex sales opportunities, ideally in commercial banking, venture debt, venture capital, or other technology-related fields. * Strong understanding of Commercial Banking products and services. * Deep understanding and interest in high-growth applied technology sectors such as robotics, space, quantum computing, semiconductors, and hardware-software innovation. * Excellent sales management and proficiency in building and maintaining positive client relationships. * Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners. * Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done. * FINRA Series 79, 63, and Securities Industry Essentials licenses required or must obtain within 180 days of hire. Preferred Qualifications, Capabilities and Skills * Bachelor's degree and formal credit training preferred. * Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers. * Deep Capital Markets and Investment Banking experience preferred. * Strong technology experience; digital background preferred. * Excellent organizational, influencing, and interpersonal skills. 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.

In this role you will be the focal point of client acquisition and ongoing relationships. Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) target space (companies with revenues between $20 and $500 million). Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting. MMBSI delivers locally and therefore our ideal candidate has deep local connections and market knowledge, as well as possess the following attributes: Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Experience Typically a minimum of seven years direct lending or credit support related experience with a focus on business relationships Bachelor's degree required; formal credit training preferred Understanding of Commercial Banking products and services Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals Strong technology experience; digital background preferred Skills Sales management and business development skills Proficiency in building and maintaining positive client relationships Strong creative solution and problem solving abilities Excellent business judgment and strategic thinking Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Ability to work independently and take ownership of assignments Flexible to changing business priorities and ability to multitask

About this role: Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargo In this role, you will: * Lead or participate in support functions for multiple business groups and contribute to large scale strategic initiatives * Lead in the execution of various supervisory approvals for the Brokerage Support team including, supervisory review and approval of operational transaction requests including but not limited to, asset movement, account maintenance, order errors, document approvals and various remediation projects to ensure timely completion, quality, and compliance * Lead, participate and collaborate with peers, colleagues and mid-level managers in adherence, development and interpretation of policies, procedures, and compliance requirements * Act as the primary point of escalation for operational controls, technology and service inquiries from Financial Advisors, Client Associates, Operations and other branch and Support Center employees to resolve complex issues related to work allocation, and daily operations * Lead or participate in research and resolving moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy, policies, procedures, and compliance requirements * Work independently to identify, strategize and make recommendations for support function by providing support and leadership * Provide leadership in management of relationships, participate in planning and execution of programs, services, and initiatives that may include risk mitigation, efficiency, and customer experience with cross functional business partners * Identify and provide consultation on opportunities for process improvement and risk control development * Lead and support the onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets * Lead projects, teams or serve as a mentor for those who are less experienced; guide talent development and assist local management in hiring talent for Client Associates within assigned markets Required Qualifications: * 4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration Desired Qualifications: * 1+ years of leadership experience * Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective * Strong client service skills * Strong attention to detail and accuracy skills * Effective organizational, multi-tasking, and prioritizing skills * Strong verbal, written, and interpersonal communication skills * MS Office (Teams, Outlook, Word, Excel, PowerPoint) experience Job Expectations: * US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 65 or 66 examinations or equivalent must be completed within either a 90 or 180-day time period, depending upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required * This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatory questions/disclosures, will be ineligible to work from a location other than their assigned office location * Ability to travel up to 20% Posting End Date: 5 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position. Job responsibilities Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research Develop an understanding of clients' Treasury cash management structure and objectives Coordinate with product partners to develop comprehensive Treasury solutions Develop and understand competitors' products and positioning within the client & market Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing Required qualifications, capabilities, and skills Bachelor's Degree Three+ years' relevant banking and treasury experience Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment Superior verbal and written communication skills with the ability to mobilize internal networks and resources Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures Proficiency in Microsoft Office (PowerPoint, Excel and Word) Ambition to develop into an individual sales contributor Preferred qualifications, capabilities, and skills Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions Sales, portfolio management or relationship management experience Qualitative and quantitative skills

About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence * Facilitate Financial Advisor and client requests for account related information and/or quotes * Schedule and prepare for appointments with new or prospective clients * Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s) * Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements * Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships * Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable Required Qualifications: * 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Brokerage client support experience or financial services industry experience * Administrative support experience in financial services * Experience interacting directly with customers * Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills * Client service focus with the ability to listen to customer needs and recommend solutions * Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment Job Expectations: * Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. * This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. * This position is not eligible for Visa sponsorship. Posting location: 5005 Maryland Way Ste 125 BRENTWOOD, TN 37027 Posting End Date: 27 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** + Advance adoption of Amex debit capabilities + Manage processing partner relationships, integrations, and compliance; regularly engage with external partners on debit + Develop thorough documentation and operationally sustainable processes to ensure consistent results + Negotiate complex contracts with partners and customers + Create and expand relationships with key external debit partners + Develop technical proficiency and requisite fluency with network capabilities, including connectivity, specifications, and processes + Collaborate broadly, sharing roadmap and interoperability considerations, and thought-leadership regarding U.S. debit norms + Build strong positive relationships within Amex, including network, issuing, legal, pricing, policy, technology, and relationship management teams + Maintain deep and current knowledge about the payment services industry, debit and U.S. market trends, new and existing technologies, products, and services **Minimum Qualifications:** + Minimum 3 years' experience in the processing and acquiring of U.S. debit cards with processor, debit network, or acquirer + Sound technical aptitude, analytical, and problem-solving skills + Demonstrated ability to guide, contribute to, and execute on strategies to deliver outcomes aligned to business goals in matrixed organizations + Experience negotiating complex contracts with partners and/or customers + Proven ability to build, maintain, and leverage strong relationships with internal and external stakeholders, including industry partners + Track record of leading through change, challenging the status quo, and leading and producing results with or without authority + Excellent communication and interpersonal skills with the ability to articulate and illustrate complex issues in a simple, non-technical manner + Strong work ethic and organizational skills, with high level of intellectual curiosity, initiative, drive, and attention to detail + Potential travel required within U.S. (~10%) + Bachelor's degree or equivalent industry experience required. **Preferred Qualifications:** + Expansive and active network across payments industry. **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Network **Primary Location:** United States **Other Locations:** US-Arizona-Phoenix, US-New York-New York **Schedule** Full-time **Req ID:** 25021234

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 Merchant Specialist (MS) provides merchant client advisory and solutions that address their processing needs. The MS proactively identifies opportunities to grow net new business to the firm, provides high level advisory to deepen relationships with clients by working closely with Business Banking Relationship Managers and Merchant Solutions partners. This individual can provide a high level of advisory to clients and translate these opportunities into incremental business for the firm. Candidates should possess a deep understanding of the client's payments ecosystem and the ability to consult them on ways to integrate and leverage our suite of solutions effectively. They will work across a matrixed coverage organization to deliver responsible growth and serve as the merchant point of contact for relationship management teams and leaders. This is a field-based role that requires travel to in-person meetings with clients, internal partners, and leaders within the firm. The role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs assessments, preparation and presentation of product proposals, price/cost analysis, submission of implementation documentation, ongoing client relationship management and contract renewals. This role requires prospecting for existing Business Banking clients with merchant services needs, and requires knowledge of both the proprietary Bank of America Merchant Services platform as well as the Fiserv Clover platform. Responsibilities: Leverage consultative sales process and knowledge of various industries (including but not limited to healthcare, retail, restaurant) to identify clients' needs Recommend solutions that meet clients' needs with a focus on more complex opportunities and solutions Achieve sales and revenue goals while balancing operational excellence, risk management, and client experience expectations, maintaining accurate records and adhering to Service Level Agreements Build meaningful relationships and collaborates with internal partners to provide subject matter expertise on merchant payment processing pricing, software, gateways, and security Identify opportunities proactively and develops a pipeline for sales opportunities with internal partners and clients Act as a champion for clients by connecting expertise across the company to help them achieve their goals Establish relationships with associations, centers of influence, and vendor partners and adapts to an ever-changing payment processing environment Independently identify sales opportunities from the bank's portfolio of clients Skills: Account Management Business Development Client Solutions Advisory Portfolio Management Relationship Building Client Management Portfolio Analysis Prospecting Referral Identification Referral Management Business Acumen Consulting Customer and Client Focus Fiscal Responsibility Pipeline Management Required Qualifications: 2+ years of Payments industry experience 2+ years of direct sales experience Expert knowledge of Digital Payments/Receivables, Merchant, or Treasury solutions Proven experience cultivating and strengthening client and business partner relationships Demonstrated ability to work independently with minimal supervision toward the achievement of personal and team goals Demonstrated effective communication skills, including written, oral and presentation skills Effective planning, prioritization, and time management skills Ability to quickly learn various product solutions Strong analytical and organizational skills Desired Qualifications: Consultative sales experience with Business Banking, Large Corporate, and/or Commercial Banking clients Knowledge of Fiserv systems and products, including Clover Knowledge of the Bank of America Merchant Services platform Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

JobID: 210701954 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $120,000.00-$170,000.00 J.P. Morgan Workplace Solutions (JPMWS) is seeking a Sales Engineer to join our team. With a diverse client base of over 2000 corporate clients, ranging from early-stage start-ups to established multinational corporations, JPMWS manages nearly $370 billion in assets for 1.8 million corporate employee participants. Our team has over 600 experienced professionals in 17 locations worldwide. Role Overview The Sales Engineer is a critical member of the Sales organization within Workplace Solutions, sitting on the Sales Enablement team. The successful candidate will be responsible for partnering with Field Sales and bridging technical expertise and sales strategy to drive successful client engagements, streamline sales processes, and support high-performing sales teams. Job Responsibilities Requests for Proposal (RFP) * Act as the primary liaison between the RFP and Sales teams. * Review and ensure proposals are accurate and tailored to client requirements. * Draft specialized responses requiring in-depth sales team knowledge. Field Sales Support * Deliver comprehensive demo support, including leading technical proofs of concept and product demonstrations. * Present key system functionalities (Admin System, Participant Experience, Reporting) as needed. * Provide additional information to enhance sales efforts. * Develop and maintain field sales resources and training programs to improve sales cycle efficiency. * Maintain up-to-date process documentation and coordinate training for new or updated sales processes. * Collaborate with regional sales teams to ensure consistent process communication. * Partner with Marketing to update client presentations, proposal/LOI documents, product videos, and event/conference materials. Sales Administration and Process Improvement * Support the Product Review Group (PRG) and contribute to ongoing sales process enhancements. Product/Sales Liaison * Review new product release notes to assess functionality and client impact. * Work with Product and CRM teams to create client-facing roadmaps and release notes. * Coordinate training for Sales teams on new product features, setup, and sales strategies. Required Qualifications * Bachelor's degree in Business, Finance or a related field. * Proven experience in sales engineering, sales enablement, or a similar role. * Strong leadership and team management skills. * Excellent communication and collaboration abilities. * Deep understanding of sales processes and technical product knowledge. * Demonstrated ability to drive process improvement and training initiatives. * Experience with proposal development and client presentations. * Proficiency in CRM and sales enablement tools.

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 a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent. Responsibilities: Manages client traffic, engaging and appropriately routing clients, and fosters client retention Manages business results through formalized management routines and coaching Creates a world class client experience environment Manages market-level initiatives prescribed by market leaders Drives operational excellence by engaging employees on business strategy Manages organizational priorities and effective execution Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment Can interpret performance results, find opportunities to drive success and hold others accountable to results Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions Experience in mortgage, retail and/or hospitality Experience working in an environment with individual and team goals where goals were routinely met or exceeded Bilingual skills Skills: Coaching Customer Service Management Customer and Client Focus Performance Management Talent Development Business Operations Management Recruiting Result Orientation Risk Management Sales Performance Management Inclusive Leadership Leadership Development Prioritization Problem Solving Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

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 UW is responsible for underwriting and structuring of credit transactions. The UW is able to underwrite credit transactions with minimal oversight from the Credit Officer (CO) and also approves complex credit transactions with some coaching from the CO/Commercial Credit Manager (CCM). The UW leads the credit approval process with assistance from the CCM as needed for clients without CO coverage and is an active participant with the CO in credit approval process for complex clients/transactions. UWs may call on credit clients and prospects in partnership or independently with the RM and/or CO as appropriate. Provides ongoing management and primary accountability for a portion of the monitoring and maintenance activities on an assigned portfolio or market, including a higher composition of complex client relationships. They monitor clients operating performance and financial condition to proactively identify issues and opportunities. They deliver financial, industry, economic and other analysis to facilitate decision making, while also ensuring adherence to credit policies, guidelines, and applicable regulatory requirements. The UW's provide ongoing coaching and support to other Credit team members. They report to CCM and partner closely with COs. Responsibilities: Evaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver credit solutions Monitors the client's operating performance and financial condition, proactively identifying issues and opportunities Delivers financial modeling, loan structure, industry, economic, and other analysis to team members to support the loan decision-making process Ensures adherence to credit policies, guidelines, procedures, and applicable regulatory requirements Skills: Attention to Detail Credit and Risk Assessment Financial Analysis Underwriting Written Communications Analytical Thinking Credit Documentation Requirements Financial Forecasting and Modeling Recording/Organizing Information Business Acumen Collaboration Collateral Management Loan Structuring Prioritization Required Qualifications: · 3+ years of solid experience in Commercial Banking performing financial analysis, structuring, underwriting and portfolio management · Strong communication and analytical/technical skills, including financial accounting, modeling and loan structuring. Desired Qualifications: · Participate with RM or CO's to negotiate Credit Agreements & loan documents, as needed. · Be knowledgeable of the closing process & timeline for all types of loans (i.e. real estate, revolvers, etc.) · BA/BS Desired Shift: 1st shift (United States of America) Hours Per Week: 40

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 Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. **Job responsibilities** + Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. + Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. + Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. + Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. + Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. + Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. + Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. **Required qualifications, capabilities, and skills** + You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. + You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. + You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. + You have a strong passion for educating the branch team and partners, helping them stay connected and informed. + You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. + You have 1+ years of retail banking experience. + You have a high school degree, GED, or foreign equivalent. + You have the ability to work branch hours including weekends and evenings. **Preferred qualifications, capabilities, and skills** + You have 6+ months of Associate Banker (Teller) experience. + You have a college degree or military equivalent. **Training and Travel Requirement** + You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. + You'll need to be able to travel as required for in-person training and meetings. 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

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Nashville, Tennessee **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************************* **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust 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. The **Market Supervision Manager** (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally, they ensure Financial Advisors are properly licensed; respond to regulatory inquiries and resolve client concerns or complaints. The MSM supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Ultimately, the MSM protects the Firm, grows the business, and serves the client by proactively managing and mitigating risk. **What you'll accomplish** + Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices + This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk + Coach advisors in supporting the company strategy and continuing to grow their businesses. **Responsibilities:** + Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures + Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct + Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite **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 + Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience + Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products **Key Qualifications for the role:** + Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way + A deep appreciation and understanding of our client centric strategy + Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation + Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk + Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction + Strong time management and organization skills with the ability to prioritize appropriately **Desired Qualifications:** + Bachelor's degree or equivalent work experience + Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program **Skills:** + Decision Making + Influence + Negotiation + Problem Solving + Risk Management + Adaptability + Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory + Planning + Talent Development + Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.