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 Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.
Specific responsibilities include, but are not limited to:
Work with highly affluent clients
Lead end-to-end onboarding and maintenance activities for new and existing clients.
Provide products and services to each client, working with cross line of business partners
Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
Act as a key team member leading our clients' digital experience with the firm
Create ease of access and interaction, while protecting their privacy and security
Find opportunities to innovate everyday
Key Qualifications for the role:
Candidates are to currently hold Series 7 & 66 or 63/65
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Product Knowledge: Foundational knowledge of investment and banking products
Energetic individual that is self-motivated, coachable, and flexible in thought
Enjoys a fast-paced environment with changing and evolving responsibility
Detail oriented
Invested in personal development
Consistently pursues client experience excellence
Works quickly to fulfill client needs delivering complex solutions
Frequent communication, and an abundance of discretion with sensitive information
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Professional verbal and written communication
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$37k-47k yearly est. Auto-Apply 60d+ ago
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Registered Wealth Management Client Associate
Bank of America 4.7
Bank of America job in Lake Mary, FL
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Position Overview:
The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.
Specific responsibilities include, but are not limited to:
Work with highly affluent clients
Lead end-to-end onboarding and maintenance activities for new and existing clients.
Provide products and services to each client, working with cross line of business partners
Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
Act as a key team member leading our clients' digital experience with the firm
Create ease of access and interaction, while protecting their privacy and security
Find opportunities to innovate every day
Key Qualifications for the role:
Candidates are required to currently hold Series 7 & 66 or 63/65
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Product Knowledge: Foundational knowledge of investment and banking products
Energetic individual that is self-motivated, coachable, and flexible in thought
Enjoys a fast-paced environment with changing and evolving responsibility
Detail oriented
Invested in personal development
Consistently pursues client experience excellence
Works quickly to fulfill client needs delivering complex solutions
Frequent communication, and an abundance of discretion with sensitive information
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Professional verbal and written communication
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$37k-47k yearly est. Auto-Apply 60d+ ago
Branch Operations Lead - New Build - Corner Lakes - Orlando, FL
Jpmorganchase 4.8
Orlando, FL job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a 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.
$84k-105k yearly est. Auto-Apply 5d ago
J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Heathrow, FL
Jpmorgan Chase 4.8
Lake Mary, FL job
Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services.
As the Business Development Support Manager within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
**Job Responsibilities**
+ Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
+ Manage timelines, and deliverables for field execution.
+ Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
+ Monitor progress, identify risks, and resolve issues that arise during implementation.
+ Collect and analyze feedback from field teams and clients to inform continuous improvement.
+ Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
+ Bachelor's degree in Business, Finance, or related field
+ 7 + years of experience in business development, project management, sales management or implementation roles within financial services.
+ Proven track record of managing complex projects and cross-functional teams.
+ Strong organizational, analytical, and problem-solving skills.
+ Excellent communication, presentation and stakeholder management abilities.
+ Knowledge of financial products, services, and regulatory requirements.
+ Experience in coaching Advisors or a sales team
+ Travel required 50% of the time
**Required qualifications, skills, and capabilities**
+ Bachelor's degree in Business, Finance, or related field
+ 7 + years of experience in business development, project management, sales management or implementation roles within financial services.
+ Proven track record of managing complex projects and cross-functional teams.
+ Strong organizational, analytical, and problem-solving skills.
+ Excellent communication, presentation and stakeholder management abilities.
+ Knowledge of financial products, services, and regulatory requirements.
+ Experience in coaching Advisors or a sales team
+ Travel required 50% of the time
**Required Licensing**
+ A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
+ If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
+ A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
**Skills**
+ Executive presentation and communication skills
+ Change management
+ Cross-functional collaboration
+ Data analysis and reporting
+ Training and facilitation
INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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
$109k-148k yearly est. 48d ago
Digital Learning Designer, Senior Associate
Jpmorgan Chase & Co 4.8
Orlando, FL job
JobID: 210700917 JobSchedule: Full time JobShift: : As a Digital Learning Designer, Senior Associate, you will own the full lifecycle of digital learning products from instructional analysis and storyboarding through hands-on eLearning development, publishing, and iteration.
Supporting Banking Operations, you will partner with business stakeholders to diagnose performance needs, recommend learning and non-learning interventions, and design and build digital learning solutions that drive measurable improvements in skill, behavior, and business outcomes.
You will apply instructional design expertise, visual storytelling, interaction design, and emerging technologies including generative AI to create modern microlearning's in an agile environment.
Job Responsibilities
* Design and develop interactive eLearning and microlearning end-to-end, including branching scenarios, simulations, and video-based experiences.
* Apply instructional design and learning science principles (e.g., spacing, retrieval practice, scenario-based learning, reinforcement) to improve retention and on-the-job performance.
* Build learning directly in industry tools such as Articulate 360 (Storyline/Rise) and media tools including Adobe Creative Cloud and Camtasia, with no handoff to a separate development team.
* Leverage generative AI tools to accelerate analysis, scripting, storyboarding, prototyping, and asset creation while maintaining quality, accuracy, and sound judgment.
* Rapidly produce and iterate microlearning to support emerging and changing business priorities.
* Apply modern visual design, UX, and digital-marketing sensibilities, informed by contemporary content consumption and social-media-inspired formats.
* Consult with business stakeholders and SMEs to clarify performance needs, recommend solutions, and translate complex information into clear, actionable learning experiences.
* Measure learning effectiveness using engagement data, feedback, and performance metrics; summarize insights and iterate solutions accordingly.
* Collaborate with learning peers to identify efficiencies, reusable components, templates, design patterns, and innovation opportunities.
* Work in an agile, team-based environment, adapting to feedback and shifting priorities.
* Ensure accuracy, quality, brand alignment, and accessibility (ADA/WCAG 2.1 A-AA) across all learning products.
* Configure, tag, version, and publish content in the gamified learning platform; follow governance, RACI checkpoints, and metadata standards.
Required Qualifications, Capabilities and Skills
* 3+ years of experience functioning as both an Instructional Designer and hands-on eLearning Developer in a single role.
* Proven experience building interactive eLearning using tools such as Articulate Storyline/Rise.
* Strong understanding of instructional design principles and learning science.
* Working knowledge of generative AI tools and demonstrated interest in applying AI to learning design and development workflows.
* Strong writing skills for scripts, scenarios, headlines, and microcopy.
* Experience producing quality video and graphic assets; working knowledge of composition, lighting, audio, and editing.
* Ability to synthesize complex information into clear, learner-centered digital experiences.
* Experience reviewing engagement data and learner feedback to assess effectiveness and inform iteration.
* Knowledge of ADA and WCAG 2.1 A-AA accessibility requirements.
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree in Instructional Design, Learning Technology, Multimedia Design, Digital Media, or related field.
* Certification in Digital Learning Design or related discipline.
* Experience with additional technologies such as HTML5, CSS, JavaScript, SCORM/xAPI, gamification, Figma, or responsive design.
* Experience with AI-supported content creation (e.g., rapid prototyping, scenario generation, media enhancement).
* Experience working in large, matrixed, or regulated enterprise environments (financial services a plus).
* Experience with gamified performance platforms.
$62k-89k yearly est. Auto-Apply 11d ago
Middle Market Commercial Banking Merchant Payment Product Sales Consultant (East and West Coast)
Wells Fargo 4.6
Orlando, FL job
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! **Wells Fargo ranked No. 1 on the 2025 LinkedIn Top Companies in Financial Services list-recognized as the best place to grow your career in the industry!** in the U.S.
**About this role:**
Wells Fargo is seeking a few **Lead Merchant Product Sales Consultants** within **Commercial Banking's Merchant Services group** . We are hiring on both the West coast and East coast for these roles. This role will help drive revenue and expand Merchant Services sales to new Merchant customers. This is a strategic, consultative sales role focused on solutions for **Middle Market clients across all industries** .
This role offers the opportunity to operate with an **entrepreneurial mindset** while benefiting from the scale, resources, and stability of Wells Fargo. You'll be supported by experienced merchant sales engineers, implementation consultants, and account management teams-allowing you to focus on what you do best: building relationships and driving growth.
This individual will lead the full sales lifecycle-from prospecting and needs assessment through solution design and deal close-while collaborating closely with Commercial Banking Relationship Managers/Bankers, Treasury Management partners, and internal implementation teams.
Learn more about career areas and lines of business at wellsfargojobs.com (*********************************************
**In this role, you will:**
+ Drive **new business development** of electronic receivables and merchant services solutions for middle market clients
+ Lead complex, cross‑functional sales initiatives with broad market impact
+ Build strong internal partnerships to expand merchant services penetration and brand awareness
+ Execute consultative sales strategies aligned to client needs and revenue objectives
+ Present effectively to **C‑level client executives** and internal senior leadership
+ Mentor and support less experienced sales professionals
+ Contribute to product enhancements and identify opportunities for business process improvements
+ Actively share market insights and collaborate within a high‑performance team environment
**Required Qualifications:**
+ 5+ years of Business to Business (B2B) Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 5+ years of proven Merchant Sales experience and/or payment processing sales experience
**Desired Qualifications:**
+ 5+ years of merchant/payment processing and/or treasury management experience
+ Experience working with companies generating **$50MM+ in annual revenue**
+ Strong background in commercial banking, treasury, or financial services sales
+ Demonstrated success acquiring **net‑new clients** and expanding existing relationships
+ Deep understanding of interchange, payment architecture, and merchant services risk exposure
+ Proven ability to manage the full merchant onboarding lifecycle
+ Partner‑driven sales approach with Commercial Bankers and Treasury Management teams
**Job Expectations:**
+ Ability to travel up to **20%**
+ Hybrid work environment
+ Must reside within commutable distance of an approved posting location
+ Not eligible for visa sponsorship
Locations: East/West Coast
+ Atlanta, Georgia
+ Florida (Orlando, Tampa, Coral Gables)
+ Short Hills, New Jersey
+ Los Angeles, CA
+ Las Colinas, TX
+ New York City, NY
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$119,000.00 - $224,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
3 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.
**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.
**Req Number:** R-514064
$63k-105k yearly est. 20d ago
Senior Home Lending Advisor - Rockville Centre, NY - Rockville Centre
Jpmorgan Chase 4.8
Heathrow, FL job
**Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
**Job responsibilities**
+ Coaches and mentors the branch team by providing training on products and services.
+ Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
+ Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
+ Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
+ Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
**Required qualifications, capabilities, and skills**
+ Minimum three years of mortgage lending and proven sales experience in retail banking
+ Knowledge of real estate market in local area
+ Excellent written and oral communication skills
+ Knowledge of FHA, VA, FNMA, and FHLMC guidelines
**Preferred qualifications, capabilities, and skills**
+ FHA/VA sales experience
+ Marketing, promoting, relationship building, and consulting skills
+ Intermediate PC skills in a Windows environment
+ Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Rockville Centre,NY $16.00 - $16.00 / hour
$16-16 hourly 60d+ ago
Branch Manager - Orlando South - Orlando, FL
Jpmorganchase 4.8
Orlando, FL job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved.
You have 2+ years of management, Retail Banking, or equivalent Chase leadership 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 a college degree or military equivalent.
Training and Travel Requirement
You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager.
You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state.
Dodd Frank and Safe Act:
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$53k-78k yearly est. Auto-Apply 5d ago
Vendor Management Analyst II - Collections Litigation
Jpmorganchase 4.8
Heathrow, FL job
Elevate your career with us as a Vendor Management Analyst, where your efforts will shape the future of Chase Card Recovery. Join a dynamic team that values integrity, respect, and innovation, offering you opportunities for growth and development.
Job Summary:
As a Vendor Management Analyst within our Chase Card Recovery team, you will play a crucial role in managing vendor relationships and ensuring operational excellence. You will collaborate with internal and external partners to drive strategic changes and improve performance metrics. Your work will directly impact our customer experience and risk management outcomes.
In this role, you will design and implement tools and procedures to track and measure key performance indicators. You will also conduct on-site reviews of law firms and provide meaningful feedback to stakeholders. Your contributions will help us maintain a strong control environment and achieve our business goals.
Job Responsibilities:
Monitor day-to-day business results for assigned vendors.
Demonstrate exceptional judgment and communication skills.
Lead compliance-related audit activities.
Manage projects to meet critical deadlines.
Own the vendor communication process.
Consult with business partners to establish clear requirements.
Identify emerging trends and propose solutions.
Establish and maintain partnerships with external groups.
Travel for on-site reviews approximately 10%-20% of the time.
Required Qualifications, Capabilities, and Skills:
Three years of business operations experience in Collection Litigations.
Outstanding written and verbal communication skills.
Strong task and priority management skills.
Ability to drive issue resolution in a fast-paced environment.
Analytic mindset with clear and persuasive presentation skills.
Detail-oriented with excellent time management skills.
Experience in analyzing and improving business processes.
Ability to monitor and analyze vendor performance data.
Bachelor's Degree or equivalent work experience.
Preferred Qualifications, Capabilities, and Skills:
Programming skills/aptitude is desirable.
Additional Information:
This role requires working in the office five days a week.
Relocation assistance is not available for the role.
Role is not eligible for H1B or immigration sponsorship.
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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
$62k-83k yearly est. Auto-Apply 39d ago
Credit Risk Director - Government Risk, Executive Director
Jpmorgan Chase & Co 4.8
Orlando, FL job
JobID: 210684905 JobSchedule: Full time JobShift: Base Pay/Salary: Denver,CO $156,750.00-$235,000.00; New York,NY $166,250.00-$260,000.00; Chicago,IL $156,750.00-$235,000.00; San Francisco,CA $166,250.00-$260,000.00
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As an Executive Director, Credit Risk Director for the Government Risk team within Commercial Banking Risk, you will lead a team of risk professionals, overseeing credit approvals and portfolio management for clients within our Government Banking vertical. Additionally, you will be responsible for structuring and negotiating complex credit transactions, maintaining accurate risk ratings, proactively managing portfolio health, and ensuring adherence to internal policies. You will serve as a subject matter expert, mentor team members, and drive execution in a dynamic, fast-paced environment. Occasional travel required.
Job Responsibilities
* Lead credit analysis, financial modeling, and structuring of new transactions and portfolio management.
* Develop and communicate independent views on credit decisions to stakeholders and senior leadership.
* Oversee negotiations and legal documentation for bilateral, syndicated, and institutional loan structures.
* Assess risks and mitigants, manage renewals and amendments, and maintain credit reporting metrics.
* Ensure accurate, forward-looking risk ratings, proactively manage deteriorating credits, and maintain a strong control environment.
* Serve as an expert on structuring, credit policy, and municipal risk issues.
* Mentor and coach team members, embrace change, and contribute to organizational improvement.
Required Qualifications, Capabilities, and Skills
* Bachelor's degree required.
* Completion of major bank credit training or equivalent experience; strong understanding of bank credit policies.
* Minimum 10 years' experience in commercial banking/lending, including credit analysis, structuring, loan documentation, and ancillary bank products with strong emphasis within the municipal sector.
* Superior credit, accounting, corporate finance, analytical, and financial modeling skills.
* Solid knowledge of bond and loan documentation and negotiation of complex credit agreements including Master Trust Indentures and Bond Resolutions.
* Strong interpersonal, communication, and attention to detail skills.
* Excellent organizational, analytical, and project management abilities; adept at managing multiple priorities.
* Proven ability to build collaborative relationships and foster teamwork.
* Quick learner with intellectual curiosity and initiative; able to perform well under pressure.
Preferred Qualifications, Capabilities, and Skills
* Deep understanding of municipal risk across multiple states and an understanding of the impact of federal policy on local outcomes preferred but not required.
$166.3k-260k yearly Auto-Apply 56d ago
Ops 2.0 Business Operations Manager
Jpmorgan Chase & Co 4.8
Heathrow, FL job
JobID: 210665898 JobSchedule: Full time JobShift: : Are you interested in helping lead a once-in-a-generation transformation at the premier global financial services institution? Ops 2.0 is taking advantage of the strategic opportunities presented by Deposits 2.0, Utilities, and other initiatives to make end-to-end improvements for Ops including both customer and employee experiences. The team works with SME's across different Ops areas to define current states and make recommendations for future states that will enhance our speed to market, technological efficiencies, and human capital management.
As a Business Operations Manager in our Operations 2.0 team, you will be at the forefront of transforming our operational processes by leveraging strategic opportunities presented by Deposits 2.0 and other change efforts. You will collaborate with cross-functional teams to influence the design of new deposit products, ensuring operational considerations are met and strategic initiatives are executed effectively. Your role will be crucial in mapping processes, identifying pain points, and leveraging data-driven metrics to improve end-to-end experiences. With your curiosity, courage, and expertise in consulting and product knowledge, you will drive significant improvements and avoid incurring additional operational debt.
Job responsibilities
* Lead the analysis of operational impacts of new deposit products; predict and mitigate issues.
* Collaborate with cross-functional teams to create detailed business cases that support operational recommendations, leveraging data and analytics to drive decision-making.
* Drive organizational change within operations using the Prosci ADKAR Model for effective management.
* Communicate product vision and benefits to engage stakeholders.
* Build and maintain strong relationships with key stakeholders, including senior leadership, operations teams, and external partners.
* Act as a trusted advisor on readiness and change management.
Required qualifications, capabilities, and skills:
* Proven experience in business operations management
* Strong analytical skills with the ability to predict and mitigate operational issues.
* Experience in leading cross-functional teams and collaborating with various stakeholders.
* Excellent communication skills, with the ability to articulate product vision and benefits to engage stakeholders.
* Familiarity with change management methodologies, such as the Prosci ADKAR Model.
* Ability to build and maintain strong relationships with key stakeholders, including senior leadership and external partners.
Preferred qualifications, capabilities, and skills:
* Management Consulting experience
* Experience in managing the launch of new products, particularly in the financial services sector.
* Proficiency in data analytics tools and techniques to drive decision-making.
* Experience in human capital management and fostering a collaborative, high-performance culture.
* Previous experience in conducting dress rehearsals to assess and address operational gaps.
$76k-94k yearly est. Auto-Apply 60d+ ago
Relationship Banker - Orlando North Market
Bank of America 4.7
Bank of America job in Deltona, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$31k-37k yearly est. Auto-Apply 5d ago
Communications & Visual Process Improvement Associate, Chase Travel
Jpmorganchase 4.8
Heathrow, FL job
Join the Chase Travel team as a Communications & Visual Content Associate, where you will support communications for Chase Travel Operations. In this dynamic role, you will help create and deliver engaging content for a variety of needs, including town halls, help videos for advisors, process walkthroughs, and other communications initiatives. You will collaborate with team members and stakeholders to ensure messages are clear, creative, and consistent across all platforms, while developing your skills in a fast-paced environment.
Job Responsibilities
Assist in developing and executing communications for Chase Travel Operations
Create, edit, and produce high-quality visuals and videos for communications, presentations, and training materials.
Support the video production process, including storyboarding, filming, editing, and final delivery.
Design and edit graphics, infographics, and other visual assets to enhance communications and presentations.
Help develop and maintain SharePoint sites, ensuring content is up-to-date, visually appealing, and easy to navigate.
Collaborate with stakeholders to gather requirements and deliver creative solutions that meet business objectives.
Ensure all communications and visual content align with brand guidelines and messaging standards.
Translate complex information into clear, engaging formats through visual storytelling.
Stay current with industry trends and best practices in communications, video production, and digital design.
Required Qualifications, Capabilities, and Skills
Experience in communications, visual design, or video production.
Proficiency in video editing software (e.g., Adobe Premiere Pro, Final Cut Pro) and graphic design tools (e.g., Adobe Creative Suite, Canva).
Strong written and verbal communication skills, with the ability to tailor messages for different audiences.
Experience creating and managing SharePoint sites.
Excellent organizational skills and attention to detail.
Ability to work independently and collaboratively in a fast-paced environment.
Creative problem-solving skills and a passion for visual storytelling.
Preferred Qualifications, Capabilities, and Skills
Experience supporting communications for operations or large teams.
Familiarity with corporate branding and messaging standards.
Experience in a large or complex corporate setting.
Knowledge of digital communication platforms and tools.
$53k-91k yearly est. Auto-Apply 4d ago
Merrill Financial Solutions Advisor - Central Florida Market
Bank of America 4.7
Bank of America job in Orlando, FL
At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.
During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you
Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!
Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.
As a Merrill FSA, you can look forward to
A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
Marketing strategies to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
Potential Opportunities for professional growth.
Leadership opportunities, including leading client and conference seminars.
We're a culture that
Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Required skills:
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Is a self-starter who efficiently manages time and capacity.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Likes to learn, adapts to new information and seeks the right solutions for clients.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired skills:
Proven ability to partner and promote lead generation.
Experience balancing investment management, sales activities and new client development.
Strong computer skills and the ability to multitask in a demanding environment.
A bachelor's degree, preferably in business-related field.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained insurance licenses.
ADPJOB
Shift:
1st shift (United States of America)
Hours Per Week:
40
$47k-77k yearly est. Auto-Apply 60d+ ago
Business Operations Director - Transformation & Strategic Initiatives
Jpmorgan Chase & Co 4.8
Heathrow, FL job
JobID: 210663937 JobSchedule: Full time JobShift: : Join a premier global financial institution and help shape the future of operations. As a key member of our leadership team, you will drive impactful change and deliver innovative solutions. Collaborate with senior leaders and cross-functional partners to set a bold vision for operational excellence. Inspire high-performing teams and foster a culture of continuous improvement. Make a lasting impact on our customers, employees, and business outcomes.
As a Business Operations Director - Transformation & Strategic Initiatives at JPMorgan Chase within the Consumer & Community Banking Operations team, you will define and execute a multi-year transformation roadmap. You will leverage industry best practices and emerging technologies to deliver end-to-end improvements in customer and employee experiences. This role requires strong collaboration with senior leadership, business partners, and external advisors. You will ensure alignment with strategic objectives and deliver measurable wins along the way. The position is based in Columbus, OH; Wilmington, DE; Indianapolis, IN; Heathrow, FL; or Tampa, FL.
You will serve as a thought leader in operations, bringing expertise in large-scale change initiatives and consulting or advisory roles. The role involves championing a culture of innovation, agility, and continuous improvement. You will oversee operational risk identification and mitigation, ensuring compliance with regulatory requirements. The successful candidate will inspire and mentor teams, fostering collaboration and high performance. This is an opportunity to drive transformation at scale and influence the strategic direction of our operations function.
Job Responsibilities
* Define and communicate a compelling vision for the future of operations, aligned with organizational goals and industry trends.
* Lead the design and delivery of large-scale transformation programs to enhance efficiency, customer experience, and risk management.
* Build and maintain strong relationships with senior leadership, business partners, and external advisors to ensure alignment and successful execution.
* Champion a culture of innovation, agility, and continuous improvement using structured change management methodologies.
* Oversee the identification and mitigation of operational risks, ensuring robust controls and regulatory compliance.
* Inspire, mentor, and develop high-performing teams, fostering an open and collaborative culture.
* Develop and present robust business cases for strategic initiatives.
* Manage multiple priorities and deliver results under tight deadlines.
* Leverage data, technology, and process reengineering to drive operational improvements.
* Monitor progress and measure outcomes to ensure sustained results.
* Serve as a trusted advisor to stakeholders at all levels.
Required Qualifications, Capabilities, and Skills
* Several years experience as an Executive Director or similar external position
* Minimum of 10 years of experience in operations and/or technology, ideally in consumer banking.
* Bachelor's degree in Business Administration, Operations Management, or a related field.
* Proven track record of leading complex, cross-functional initiatives in a highly regulated environment.
* Experience in consulting or advisory roles, with demonstrated ability to influence at the executive level.
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal skills.
* Demonstrated ability to manage multiple priorities and deliver results under tight deadlines.
* Experience with structured change management methodologies (e.g., Prosci ADKAR).
* Ability to develop and present robust business cases.
* Strong stakeholder engagement skills and team leadership and talent development.
Preferred Qualifications, Capabilities, and Skills
* Strong understanding of consumer banking operations and technology.
* MBA or advanced degree preferred.
* Experience with data-driven transformation initiatives.
* Familiarity with industry best practices in operational excellence.
* Ability to foster a culture of innovation and continuous improvement.
* Experience working with external advisors and consultants.
$102k-129k yearly est. Auto-Apply 19d ago
Credit Card Account Specialist II
Jpmorganchase 4.8
Heathrow, FL job
At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference. You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers. While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist II in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products. Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs. You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills. You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
Utilizes customer service expertise to interpret needs and deliver continuous insights
Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
Excels both independently and collaboratively, driving team success and achieving goals
Follows all regulatory and departmental practices and procedures diligently
Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
Communication, information gathering, and decision-making skills
Customer interaction and support skills with at least 2 years of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
Ability to manage complex customer interactions using empathy, composure, and sound judgment
Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
Ability to solve problems and effectively present and explain solutions
Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
High school diploma or GED required
Preferred qualifications, capabilities, and skills
Developing ability to use data to understand issues and opportunities
Developing skills in using AI technology for automation and prompt writing
Work Schedule
Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends. This position requires that you attend trainings as scheduled. Training hours may not coincide with your regularly scheduled hours.
$49k-69k yearly est. Auto-Apply 43d ago
Senior Banker - Winter Haven Financial Center
Bank of America 4.7
Bank of America job in Winter Haven, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
Assists, educates, and trains clients on conducting simple transactions through self-service technologies
Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Required Qualifications:
Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
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
Confident in identifying solutions for helping new and existing clients based on their needs
Strong written and verbal communications skills
Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
Applies strong critical thinking and problem-solving skills to meet clients' needs
Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Associate's Degree or Bachelor's Degree in business, finance or a related field
Experience working in a financial center where goals were met or exceeded
Retail and/or sales experience in a salary plus incentive environment
Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
Experience with financial information, spreadsheets and financial skills
Knowledge of banking products and services
Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
Skills:
Active Listening
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
$70k-130k yearly est. Auto-Apply 20d ago
Branch Operations Lead - Heathrow - Lake Mary, FL
Jpmorganchase 4.8
Lake Mary, FL job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a 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.
$84k-105k yearly est. Auto-Apply 14d ago
Part Time (30 Hours) Associate Banker, Bayside Lakes Branch, Palm Bay, FL
Jpmorganchase 4.8
Palm Bay, FL job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$32k-78k yearly est. Auto-Apply 7d ago
Middle Market Commercial Banking Merchant Payment Product Sales Consultant (East and West Coast)
Wells Fargo 4.6
Orlando, FL job
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked No. 1 on the 2025 LinkedIn Top Companies in Financial Services list-recognized as the best place to grow your career in the industry! in the U.S.
About this role:
Wells Fargo is seeking a few Lead Merchant Product Sales Consultants within Commercial Banking's Merchant Services group. We are hiring on both the West coast and East coast for these roles. This role will help drive revenue and expand Merchant Services sales to new Merchant customers. This is a strategic, consultative sales role focused on solutions for Middle Market clients across all industries.
This role offers the opportunity to operate with an entrepreneurial mindset while benefiting from the scale, resources, and stability of Wells Fargo. You'll be supported by experienced merchant sales engineers, implementation consultants, and account management teams-allowing you to focus on what you do best: building relationships and driving growth.
This individual will lead the full sales lifecycle-from prospecting and needs assessment through solution design and deal close-while collaborating closely with Commercial Banking Relationship Managers/Bankers, Treasury Management partners, and internal implementation teams.
Learn more about career areas and lines of business at wellsfargojobs.com
In this role, you will:
* Drive new business development of electronic receivables and merchant services solutions for middle market clients
* Lead complex, cross‑functional sales initiatives with broad market impact
* Build strong internal partnerships to expand merchant services penetration and brand awareness
* Execute consultative sales strategies aligned to client needs and revenue objectives
* Present effectively to C‑level client executives and internal senior leadership
* Mentor and support less experienced sales professionals
* Contribute to product enhancements and identify opportunities for business process improvements
* Actively share market insights and collaborate within a high‑performance team environment
Required Qualifications:
* 5+ years of Business to Business (B2B) Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 5+ years of proven Merchant Sales experience and/or payment processing sales experience
Desired Qualifications:
* 5+ years of merchant/payment processing and/or treasury management experience
* Experience working with companies generating $50MM+ in annual revenue
* Strong background in commercial banking, treasury, or financial services sales
* Demonstrated success acquiring net‑new clients and expanding existing relationships
* Deep understanding of interchange, payment architecture, and merchant services risk exposure
* Proven ability to manage the full merchant onboarding lifecycle
* Partner‑driven sales approach with Commercial Bankers and Treasury Management teams
Job Expectations:
* Ability to travel up to 20%
* Hybrid work environment
* Must reside within commutable distance of an approved posting location
* Not eligible for visa sponsorship
Locations: East/West Coast
* Atlanta, Georgia
* Florida (Orlando, Tampa, Coral Gables)
* Short Hills, New Jersey
* Los Angeles, CA
* Las Colinas, TX
* New York City, NY
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$119,000.00 - $224,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
3 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.
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.