About Us
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 overseeing programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include serving as the primary contact to department managers for critical change initiatives and communicating, influencing, and negotiating vertically and horizontally to obtain or leverage resources. Job expectations include delivering regulatory and executive materials and ensuring results align to program strategy, simplification, and new capabilities.
The AML Operations Strategist will play a critical role in shaping and executing strategic initiatives to enhance the efficiency, scalability, and regulatory compliance of the organization's Anti-Money Laundering (AML) operations. This role requires a forward-thinking professional with deep knowledge of AML regulations, operational processes, and emerging technologies to drive innovation and continuous improvement.
Responsibilities:
Defines program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders
Works closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives
Monitors the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators
Analyzes, evaluates, and overcomes program risks, and produces program reports for managers and stakeholders
Identifies key requirements for cross-functional teams and external vendors to perform in alignment with the program objectives
Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution
Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations
Develop and implement strategic plans to optimize AML operational functions, including client activity monitoring, screening, and KYC/CDD onboarding and refresh.
Identify opportunities for automation, process re-engineering, technology adoption, and communications/training/procedure development to improve efficiency and reduce risk.
Document the blueprint for the organization that aligns goals, strategies and initiatives to the strategic plan.
Develop control routines to ensure new projects and improvement activities are in alignment with the strategic plan
Drive the development of dashboards and KPIs to monitor effectiveness of AML processes and report to senior leadership.
Integrate the strategic plan within existing people, process, and technology change functions
Leverage data analytics to identify trends, gaps, and opportunities for improving AML controls and operational performance.
Collaborate with cross-functional teams to deliver strategic initiatives.
Act as a subject matter expert (SME) for AML operations strategy in internal forums
Stay abreast of industry trends, regulatory changes, and emerging technologies in AML and financial crime prevention.
Required Qualifications:
7+ years in Anti-Money Laundering operations, compliance, or financial crime risk management, with at least 3 years in a strategic or transformation role.
Proven track record of leading large-scale process improvement or technology implementation projects.
Strong understanding of AML regulations and operational processes.
Expertise in data analytics, process optimization, and project management.
Excellent communication and stakeholder management skills.
Familiarity with AML technology platforms and automation tools.
Desired Qualifications:
* Bachelor's degree in Business, Finance, Risk Management, or related field (Master's preferred).
Skills:
Consulting
Problem Solving
Program Management
Project Management
Reporting
Collaboration
Leadership Development
Performance Management
Presentation Skills
Issue Management
Oral Communications
Process Design
Process Performance Management
Strategic Thinking
Analytical Problem-Solving
Change Management
Leadership and Influence
Regulatory Acumen
Shift:
1st shift (United States of America)
Hours Per Week:
40
$80k-107k yearly est. 2d ago
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Business Solutions Advisor - I-17 / Happy Valley Road Financial Center - Bilingual Mandarin Required
Bank of America 4.7
Bank of America job in Phoenix, AZ
Phoenix, Arizona
**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
**Responsibilities:**
+ Recommends financial advice and guidance that align with client financial goals and needs
+ Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
+ Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
+ Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
+ Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
+ Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience
**Required Qualifications** :
+ Has demonstrated experience and proven success with business-to-business sales, or small business banking.
+ Has strong communication skills with the ability to effectively influence clients.
+ Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
+ Has a proven sales track record.
+ Is able to build productive partnerships and working relationships.
+ Is experienced with outbound phone sales.
+ Bilingual Mandarin
**Desired Qualifications:**
+ Experience with financial information, spreadsheets and financial skills.
+ Experience with in-person customer service and sales.
+ Experience working with small business clients.
+ Experience meeting or exceeding goals.
+ A working knowledge of small business products and services.
**Skills:**
+ Client Management
+ Client Solutions Advisory
+ Customer and Client Focus
+ Referral Identification
+ Risk Management
+ Client Experience Branding
+ Credit Documentation Requirements
+ Credit and Risk Assessment
+ Pipeline Management
+ Referral Management
+ Attention to Detail
+ Collaboration
+ Issue Management
+ Prospecting
+ Relationship Building
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
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.
$69k-90k yearly est. 1d ago
Executive/Administrative Assistant
American Express 4.8
Phoenix, AZ job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
Executive Assistant
Global Financial Crimes Compliance (GFCC) is an organization within Global Risk & Compliance (GRC) and is responsible for leading the enterprise-wide Anti-Money Laundering, Sanctions, and Anti-Corruption compliance functions. This team has global responsibility for identifying, investigating, and reporting suspicious activity, including money laundering and terrorist financing, and provides broad analytical and operational support for the company's enterprise-wide GFCC control framework.
The Executive Assistant will provide administrative support to VPs in GFCC. This position plays a critical role in supporting leaders managing various administrative tasks and ensuring the efficient operation of the department. GFCC is a dynamic, high-paced environment and therefore the day-to-day responsibilities require seamless collaboration across a wide range of business partners both inside and outside of American Express. The ideal candidate must be seasoned and experienced in handling a wide range of administrative-related tasks and be able to work independently and confidently under pressure. Building strong relationships, being resourceful and knowing how to navigate large organizations fluidly will also be critical to success in this position. This position requires exceptional organizational skills, a high degree of professionalism, and the ability to handle sensitive information with discretion. This role will be posted as a hybrid work arrangement, with an expectation of being in the office at least three days a week.
Key Responsibilities
Scheduling meetings with senior executives internally and externally, reserving conference rooms, coordinating meeting logistics.
Managing domestic and foreign travel arrangements including air, hotel, car transfers and meeting agendas.
Preparing, reviewing, and processing expense reports, in line with company T&E policy.
Supporting team administration including on-boarding for new hires, updating distribution lists, setting up group-wide team meetings.
Managing e-mails and correspondence in a timely manner.
Assisting with timekeeping and payroll duties.
Ordering workstations, devices and accessories as needed by the team.
Processing invoices and requisitions.
Assisting in the management and coordination of compliance-related projects and initiatives.
Proactively identify and resolve administrative issues and challenges.
Minimum Qualifications
Proven experience in supporting senior executives with exceptional organizational, administrative, and interpersonal skills.
A keen attention to detail and a sense of urgency in execution and follow-up.
Ability to work independently and collaboratively in a dynamic and fast-paced organization and manage multiple tasks and conflicting and changing priorities with little direction.
A strong sense of integrity with ability to handle sensitive issues and maintain complete confidentiality.
Positive attitude, solutions-oriented, proactive, able to prioritize, and reliable.
Intermediate to advanced computer skills required, including proficiency with Microsoft Office including PowerPoint, Excel, Word and Outlook.
Knowledge of MyInfo, Concur Expense & Travel, Ariba Buyer, SharePoint, WebEx, Slack.
Excellent written and verbal communication skills.
Flexibility, ability to work effectively in a team, anticipate needs and seeks ways for leader's organization to run efficiently.
Exudes professional maturity.
Bachelor's degree preferred.
Salary Range: $31.49 to $49.28 hourly + bonus + benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$31.5-49.3 hourly 1d ago
Customer Care Professional-Monetary Banking Operations
American Express 4.8
Phoenix, AZ job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
American Express is proud to make available a set of on-line deposit products provided by American Express National Bank. In support of these products for both consumer and commercial customers, Enterprise Bank Servicing within the Banking Servicing Network is hiring Rep-Cash Management - CCP Operations Roles.
This role is a member of the Monetary Operations Teams where you will deliver a world-class experience for American Express National Bank, assisting consumer and commercial customers. You'll provide personalized customer service of the highest level by supporting our customers with a positive and professional attitude while ensuring their accounts are handled accurately within service level agreement and regulatory guidelines.
As a Banking Operations Colleague you may be responsible for handling inbound/outbound calls on accounts while maintaining a professional working relationship between American Express, the customer and external banks. You will service our customer requests by gathering and analyzing critical data to determine the appropriate course of action. As a member of this team, you must possess resilience, accountability and passion to work in this fast-paced, high-performing team environment while managing competing demands. You will be part of a team that is responsible for the daily processing of all monetary transactions, such as wire transfers, ACH and Check Processing transactions amongst any other required monetary or servicing requests. All Monetary Operations processes are highly regulated and scrutinized by compliance requiring colleagues to ensure a high level of organization and ability to quickly pivot to meet needs. Colleagues may partner with leadership on projects, data validation and supporting exam management efforts for all of Banking Servicing Networks. We must ensure proper due diligence is performed prior to the movement of any monetary transactions.
**In this role you will be required to:**
+ Be extremely detail oriented and the ability to analyze and understand banking, financial and servicing processes from numerous sources
+ Possess intuitive and deductive reasoning skills
+ Comfortable making decisions and recommendations in unclear circumstances
+ Willingness to be involved in business initiatives that drive career development and team engagement
+ Communicate effectively with customers and all levels of leadership
+ Come with resilience and dedication for delivering top notch service
+ Ensuring quality and compliance metrics are maintained
+ Accuracy and efficiency is key in managing all processes and tracked for productivity metric
+ Take on additional responsibilities within Operations based on overall business needs to drive business initiatives and support career development and team engagement
**Minimum Qualifications:**
+ 2 years' experience in Operations or Banking preferred
+ Must have excellent analytical, written, and verbal communication skills
+ Must have strong time management skills
+ Ability to work under pressure while managing multiple tasks effectively
+ Strong computer literacy with a solid working knowledge of current internet technology, the ability to research information for business related purposes and proficiency with Microsoft Office products
+ Proven adaptability to a quickly changing environment
+ Thought Leadership and ability to see impacts uphill, downhill and end to end impacts from an enterprise perspective
+ The drive to continually improve personal performance, customer satisfaction, operational goals, and business brand
+ Must be team oriented and come with a collaborative attitude and approach
**Additional Requirements:**
+ This role is hybrid role. Candidates must work in the office a minimum of 3 days a week based on predetermined scheduling
+ Flexibility to work anytime between the hours 6:00am-9:00pm
**Qualifications**
Salary Range: $20.00 to $24.05 hourly bonus benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.
**Job:** Banking
**Primary Location:** US-Utah-Sandy
**Other Locations:** US-Arizona-Phoenix
**Schedule** Full-time
**Req ID:** 25021316
$31k-36k yearly est. 2d ago
Senior Manager - Digital Program Management (Middle Market)
American Express 4.8
Phoenix, AZ job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
American Express Global Commercial Services (GCS) is the leading payment card issuer for corporations and small businesses with products and services to help them run and grow their business. Within GCS, the GCS Product Development and Enterprise Solutions team leads product development on a robust portfolio of products and capabilities for our small business and corporate customers. The team also leads product design and research across GCS as well as business development initiatives to support our banking scale.
One of the ways GCS advances its agenda is by building best-in-class digital solutions that enhance customer experiences, improve operational efficiency, and drive business growth.
Role Summary:
This role requires strong executional leadership and a broad skillset - including program delivery, design thinking, cross-functional collaboration, and strategic problem solving.
As part of our continued expansion and innovation in the commercial space, we are hiring a Senior Manager - Digital Program Management to support critical initiatives that will redefine how Middle Market customers engage with American Express.
Reporting to the Director of Digital Program Management, this individual will help advance our mission to deliver a fully integrated digital business experience for Middle Market customers - empowering them to seamlessly manage and grow their relationship with American Express.
Partnering across diverse teams and workstreams, this Senior Manager will support the coordination and execution of a best-in-class digital ecosystem - one that differentiates American Express through intuitive, personalized, and configurable experiences aligned to product and persona needs.
Key Responsibilities:
Digital Program Delivery: Drive the execution of digital initiatives that support the Middle Market business segment
Manage program plans, timelines, and deliverables to ensure alignment with the broader digital ecosystem roadmap
Customer Experience Enablement: Support the delivery of an integrated digital experience across desktop and mobile platforms. Collaborate with Product, Engineering, and UX teams to enhance core card and program management journeys
Roadmap Management: Manage day-to-day execution of key roadmap items, ensuring milestones are met, risks are mitigated, and dependencies are tracked. Provide regular status updates and escalate issues as needed
Cross-Functional Collaboration: Serve as a central connector between Product, Engineering, Marketing, and Enterprise Digital partners. Facilitate communication, drive alignment, and help teams deliver cohesive digital experiences
Partner Engagement: Prepare and deliver clear communications and program updates for leadership and partners
Support the Director in influencing senior sponsors and ensuring alignment across teams
Performance Tracking: Partner with analytics and product teams to define and monitor success metrics for key initiatives
Track progress against goals and surface insights that inform continuous improvement
Minimum Qualifications:
5+ years of professional experience in program management, digital transformation, or product delivery, preferably in large-scale or cross-functional environments
Professional experience in program management, digital transformation, or product delivery, preferably in large-scale or cross-functional environments
Proven ability to manage multiple digital initiatives simultaneously, driving measurable business and customer outcomes
Strong understanding of Agile methodologies and enterprise program management practices; proficiency in tools such as JIRA, Confluence, and Rally
Experience contributing to customer-centric digital solutions, ideally for commercial or B2B segments
Excellent communication, collaboration, and problem-solving skills; able to work effectively across functions and influence without direct authority
Highly organized, detail-oriented, and proactive in managing dependencies and delivering high-quality outcomes in fast-paced environments
Bachelor's degree
Salary Range: $123,000.00 to $215,250.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions
$123k-215.3k yearly 2d ago
Analyst-Compliance Termination of Accounts
American Express 4.8
Phoenix, AZ job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
Global Financial Crimes Surveillance Unit (GFCSU) and the US Investigations Unit (USIU) are part of the broader Global Risk & Compliance organization, operating within Global Financial Crimes Compliance (GFCC). Together, they provide end-to-end oversight and support of global financial crimes investigations. In partnership with GFCC, GFCSU and USIU develop and implement transaction monitoring rules, reports, and other tools to detect potential criminal activity. They investigate suspicious financial behavior and, when necessary, file Suspicious Activity Reports (SARs) with the Financial Crimes Enforcement Network (FinCEN) or refer cases to internal compliance partners for global reporting. These teams also manage risk related to politically exposed persons (PEPs) through sanctions screening and enhanced due diligence processes, as well as improper payments that may signal bribery, corruption, or other illicit conduct. GFCSU and USIU play a vital role in ensuring compliance with key regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and the Foreign Corrupt Practices Act. They also support law enforcement by providing critical information to combat money laundering, terrorist financing, credit card fraud, identity theft, and other financial crimes.
The Termination of Accounts (TA) team is responsible for evaluating customer relationships for termination and/or prevention of future accounts, due to money laundering, reputational risk, and/or other relevant factors.
**Job Responsibilities:**
+ The TA Analyst will be responsible for analyzing referrals to the TA team related to instances of potential money laundering activity and/or suspicious financial activity across multiple jurisdictions and countries, utilizing a wide variety of research and analytical tools.
+ Conduct time-sensitive and thorough account reviews to make recommendations regarding account terminations and the prohibition of customers from establishing new American Express relationships
+ Build strong relationships with strategic partners, internal GFCC colleagues and TA team members to ensure effective coordination of significant case reviews and TA reviews
+ Produce well-written reports detailing and analyzing potentially suspicious activity and, when appropriate, collaborate with GFCC leadership on account termination decisions
+ Demonstrate excellent verbal and written communication skills; a keen attention to detail in writing and analysis; proven analytical and problem-solving skills; and an ability to manage multiple varied projects simultaneously
**Minimum Qualifications:**
+ Minimum of two years of professional experience in the legal, audit, investigations, compliance, or financial services, with demonstrated responsibility in research, analysis, or risk related work.
+ Proficiency in Microsoft Excel, Microsoft Word, and internet-based research
+ Strong written and verbal communication skills, with proven ability to analyze and present complex information clearly
+ Strong analytical skillset with keen attention to detail while handling confidential and complex work.
+ Proven ability to manage multiple priorities, meet tight deadlines, and collaborate effectively in a team-oriented environment.
**Preferred Qualifications:**
+ Bachelor's degree in a relevant field such as a Criminal Justice, Finance, Accounting, Statistics, Journalism, or a related discipline.
+ Detailed knowledge and understanding of American Express SAR filing requirements and AML investigations
+ Flexibility and adaptability in navigating evolving regulations and compliance requirements
+ Certified Anti-Money Laundering Specialist (CAMS) or similar industry recognized credentials
**Qualifications**
Salary Range: $65,500.00 to $102,500.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Compliance
**Primary Location:** US-Arizona-Phoenix
**Other Locations:** US-Utah-Sandy, US-Florida-Sunrise
**Schedule** Full-time
**Req ID:** 26000674
$65.5k-102.5k yearly 2d ago
Relationship Banker - Scottsdale Area
Bank of America Corporation 4.7
Bank of America Corporation job in Scottsdale, AZ
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
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
Shift:
1st shift (United States of America)
Hours Per Week:
40
$26k-31k yearly est. 5d ago
Director-Compliance
American Express 4.8
Phoenix, AZ job
This role will play a critical leadership position within the U.S. Commercial Compliance team supporting the U.S. Corporate Card Programs including vPayment, Business Travel Account, Expense Management & Travel Partnerships, @Work, Corporate Account Setup and Spend Enablement, as well as the U.S. issued Global Dollar Card. This person will provide strategic compliance oversight and effective challenge to ensure business strategies and initiatives are compliant with applicable laws, rules and regulations for Corporate commercial products, capabilities and offerings. The compliance efforts for this position will have a particular focus on product development, marketing strategies, risk management initiatives, rewards and benefits, and customer communications.
**Job responsibilities include:**
+ Provide effective challenge over business processes and controls aimed to mitigate risk and ensure compliance with regulatory and policy requirements.
+ Effectively inform on the development and implementation of policy and regulatory requirements in the areas of UDAP, general card practices, general banking, and other relevant federal, state and local regulations.
+ Play a critical role within each of the Compliance program elements of the Compliance Target Operating Model, covering BU support functions.
+ Oversee and effectively challenge on applicable regulations and policies, monitor performance and emerging risks to assess the efficacy of mitigating controls, procedures and practices within the business.
+ Collaborate with key compliance subject matter experts as well as partners across the Enterprise, such as the General Counsel's Organization, Audit and Operational Excellence groups.
**Qualifications**
+ Deep regulatory knowledge of the financial regulations applicable to U.S. corporate card products including UDAP.
+ Prior credit card industry, compliance, legal or risk experience is a plus.
+ Strong relationship and leadership skills with proven ability to communicate and collaborate effectively at all levels of the organization.
+ Ability to exercise good judgment in the development and pursuit of compliant solutions.
+ Prior experience of leading and developing high performing teams is a plus.
+ Excellent written, verbal, research, analytical, and interpersonal skills.
+ Strong project management skills, ability to lead multiple projects and support multiple priorities simultaneously.
+ Demonstrated ability to make decisions independently, work well under pressure, meet deadlines and adapt easily to frequent change.
+ Bachelor's degree required; advanced degree preferred.
**Qualifications**
Salary Range: $123,000.00 to $215,250.00 annually bonus equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
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:** Compliance
**Primary Location:** US-New York-New York
**Other Locations:** US-Utah-Sandy, US-Arizona-Phoenix, US-Florida-Sunrise
**Schedule** Full-time
**Req ID:** 26000641
$123k-215.3k yearly 5d ago
Technology Support II - Production Management, Issues Management
Jpmorgan Chase 4.8
Tempe, AZ job
Join a dynamic team shaping the tech backbone of our operations, where your expertise fuels seamless system functionality and innovation. As a Technology Support II team member in Commercial & Investment Bank Payments Technology team, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows. Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
**Job responsibilities**
+ Ensure timely and accurate resolution of Issues Management cases. This requires you to conduct research, identify and coordinate work activity between stakeholders in a matrix organization and manage the lifecycle of the issue until resolved
+ Effectively communicate analysis of issues to internal and external stakeholders as directed
+ Builds and maintains strong relationships with Relationship Managers, Client Service Account Managements and Technology teams to identify process improvement opportunities
+ Ensures cases are resolved within established timelines for completion
**Required qualifications, capabilities, and skills**
+ 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
+ Should have experience in a Customer or Client Facing related role
+ Experience with AWS Snowflake, AWS Splunk, Oracle Database and SQL query experience writing and modifying complex queries
+ Excellent communication skills, organizational skills and time management skills
+ Excellent technical skills and business acumen related to data management and payments processing
+ Knowledge of applications or infrastructure in a large-scale technology environment on premises or public cloud
+ Exposure to observability and monitoring tools and techniques
+ Familiarity with processes in scope of the Information Technology Infrastructure Library (ITIL) framework
**Preferred qualifications, capabilities, and skills**
+ Knowledge of one or more general purpose programming languages or automation scripting
+ Experience with help desk ticketing systems
+ Ability to influence and lead technical conversations with other resolver groups as directed
+ Exposure to observability and monitoring tools and techniques
+ Experience in Large Language Models (LLM) and Agentic AI
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
$54k-79k yearly est. 44d ago
Document Administrator II
Bank of America 4.7
Bank of America job in Phoenix, AZ
Phoenix, 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 (*********************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**:**
This job is responsible for preparing and reviewing documentation in accordance with bank policies and procedures to facilitate closings with the client. Key responsibilities include working on routine to more complex documentation as assigned by the Market Leader or designee and interfacing working with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy. Job expectations include maintaining accuracy of documentation and system of record financial data, delivering documents in a timely manner, and eliminating controllable rework.
**LOB Specific Job Description:**
The Document Administrator II for the Fulfillment Team will serve as the Business Banking "Loan Closing Coordinator" from a due diligence and documentation standpoint. The Document Administrator works with various business partners (clients, sales, credit underwriting, legal, and operations) to collect, review, and complete due diligence such as Insurance, UCC, Good Standing, Title, Collateral, etc. to ensure the loan documentation package is prepared correctly and ready to close on time for the client. Key responsibilities include documenting new facilities, amending existing facilities, and managing the closing process/due diligence requirements of commercial credit policy once engaged to Fulfillment. Effective communication and collaboration in the office with business partners, peers, and third-party vendors is essential to foster a cohesive environment.
**Responsibilities:**
+ Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner
+ Reviews documentation, performs due diligence and collateral perfection, and monitors loan documentation for a specific market segment
+ Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework
+ Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements
+ Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding
+ Works closely with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions
**Required Qualifications:**
+ Prior experience in preparing or reviewing legal loan documentation
+ Demonstrated history of employing excellent communication skills both written and verbal and acts with urgency
+ Demonstrated ability to professionally handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment is a necessity
+ Strong working knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and OneNote)
+ Strong organizational skills with time management, and ability to manage multiple priorities under tight deadlines
+ Commitment to excellent internal and external customer service
+ Motivated, solution driven and creative thinker
+ Adapts and embraces change in technology, changes in policies and procedures
+ Demonstrates the ability to lead and fosters teamwork and change
**Desired Qualifications:**
+ College Degree preferred
+ Working knowledge of LoanIQ, HotDocs, and Credit Center
+ Commercial real estate loan experience
+ Paralegal experience is beneficial
+ Comprehension of commercial credit operations
+ Desire the commitment to take on leadership responsibilities and grow within the role
**Skills:**
+ Attention to Detail
+ Customer and Client Focus
+ Data Collection and Entry
+ Due Diligence
+ Prioritization
+ Adaptability
+ Business Acumen
+ Oral Communications
+ Written Communications
+ Research
**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.
$72k-100k yearly est. 2d ago
Travel Consultant - Travel & Lifestyle Services - Phoenix, AZ
American Express 4.8
Phoenix, AZ job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
* Deliver world-class customer service in an in-bound, high-volume travel call servicing environment
* Delighting our Premium Card Members with unforgettable travel experiences by creating new bookings and servicing existing travel arrangements
* Understand our customer needs through consultation to deliver innovative and extraordinary interactions
* Research, plan, and create personalized travel experiences, through booking domestic and international flights, car and hotel travel arrangements
* Communicate new and existing product offerings and value propositions relevant to the Card Member
* Always put the Card Member's experience at the forefront of everything you do, reinforcing the Membership First approach, delivering excellent service and outcomes that are core to the American Express brand
Minimum Qualifications:
* 1 year experience in tourism, travel, or cruise and tours
* High-end customer service or sales roles experience
* Demonstrated ability to provide premium customer service, ideally in a call center or other comparable fast paced, high-volume servicing environment
* Basic geography knowledge with ability to locate continents, countries, and key travel destinations world-wide
* Positive attitude and outlook, as demonstrated through a desire to learn, willingness to try new things, resiliency through change and optimism
* Natural communicator who can demonstrate active listening skills and to adapt conversation to suit the situation and the Card Member's communication style
* Computer proficiency as demonstrated by the ability to navigate multiple computer applications, Microsoft Office and personal devices
* Ability to succeed in a result focused environment, with a healthy desire to meet and exceed goals
* You must have the ability to work nights and weekends as we service our Card Members 24 hours a day / 7 days per week
Additional Requirements:
* This is a hybrid role, and candidates must be able to work in the office a minimum of 3 days a week
* Flexibility to work anytime between 5:00am-2:00am including weekends
* Location: 18850 N 56th Street, Phoenix, AZ 85054
Salary Range: $20.00 to $33.05 hourly + bonus + benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
* Competitive base salaries
* Bonus incentives
* 6% Company Match on retirement savings plan
* Free financial coaching and financial well-being support
* Comprehensive medical, dental, vision, life insurance, and disability benefits
* Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
* 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
* Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
* Free and confidential counseling support through our Healthy Minds program
* Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$20-33.1 hourly 38d ago
Credit Solutions Advisor - Superstition Springs
Bank of America 4.7
Bank of America job in Mesa, AZ
Mesa, 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 (****************************************************************************************************************
**:**
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 originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:** - Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan
- Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
- Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities
- Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging
- Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
- Responds to client requests and makes referrals to appropriate internal partners based on client needs
- Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience
**Required Qualifications:**
+ Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of:
+ Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year
+ Knowledge of credit and home lending requirements
+ Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
+ Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone.
+ Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
+ Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
+ Strong written and verbal communications skills.
+ Ability to handle ambiguity and adapt to changing circumstances.
+ Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic.
+ Can be flexible to work weekends and/or extended hours as needed.
+ A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.
+ Ability to learn and understand technology.
+ Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies.
**Desired Qualifications:**
+ Experience working in a financial center where goals were met or exceeded.
+ Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.
+ Knowledge of banking products and services.
+ Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
+ Experience in a loan origination role in a retail environment and knowledge of
+ Mortgage Products (Conventional, Jumbo and HELOC, Government)
+ Structuring, Processing, underwriting and closing procedures
+ Federal regulations governing real estate lending
+ FHA and HUD guidelines
+ Other Lending Products (Credit Card, Vehicle Loans)
+ Strong computer skills including MS applications and previous experience utilizing laptop technology.
**Skills:**
+ Client Management
+ Client Solutions Advisory
+ Customer and Client Focus
+ Referral Identification
+ Risk Management
+ Client Experience Branding
+ Credit Documentation Requirements
+ Credit and Risk Assessment
+ Pipeline Management
+ Referral Management
+ Attention to Detail
+ Collaboration
+ Issue Management
+ Prospecting
+ Relationship Building
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators
**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.
$76k-112k yearly est. 60d+ ago
QA Lead / Manager - Merchant Business Software Suite (MBSS)
Bank of America Corporation 4.7
Bank of America Corporation job in Chandler, AZ
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 building and leading a team to deliver technology products and services that meet business outcomes. Key responsibilities include developing a technology strategy, ensuring technology solutions comply with applicable standards, promoting design, engineering, and organizational practices, and advocating and advancing modern, Agile solution delivery practices. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders.
We are seeking an experienced QA Lead/Manager to lead quality assurance efforts for the Merchant Business Software Suite, supporting mobile and payment system initiatives. The ideal candidate will have a deep understanding of merchant payment flows, mobile and POS systems, and the technologies that support them. This role requires both strategic leadership and hands-on QA expertise.
Responsibilities:
* Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives
* Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills
* Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met
* Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization
* Contributes to the technology strategy for their technical domain
* Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers
* Ensures that execution is aligned with product strategy by working with product management and other stakeholders
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Required Qualifications:
* 10+ years of experience managing QA functions within payments, merchant services, or financial systems.
* Strong understanding of POS environments, merchant transaction flows, and payment system integrations.
* Hands‑on experience testing mobile applications (Flutter experience preferred).
* Proficiency with API testing and familiarity with ASP.NET application architectures.
* Expertise with test automation frameworks and tools such as Playwright, Selenium, or equivalent.
* Demonstrated experience building and maintaining automated UI test suites.
* Excellent analytical, problem‑solving, communication, and stakeholder‑management skills.
* Proven success leading QA teams through planning, execution, and delivery of complex technology initiatives.
Desired Qualifications:
* Experience in financial services, payments, or fintech industry.
* Familiarity with CI/CD pipelines and test integration tools.
* Exposure to Agile development processes and project management tools (e.g., Jira, Confluence).
Skills:
* Influence
* Risk Management
* Solution Design
* Stakeholder Management
* Technical Strategy Development
* Analytical Thinking
* Application Development
* Collaboration
* Result Orientation
* Solution Delivery Process
* Agile Practices
* Architecture
* Automation
* Data Management
* DevOps Practices
Minimum Education Requirement: Bachelor's degree or equivalent work experience.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$84k-103k yearly est. 8d ago
Collections Specialist - Advanced Collections Mitigation Unit (ACMU)
American Express 4.8
Phoenix, AZ job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
Responsible for contacting clients with overdue accounts to secure the settlement of the account. Also, they do preventive work to avoid future overdue with accounts that have a high exposure.
**Job Responsibilities:**
+ Collect delinquent balances on Small Business and Consumer accounts. The portfolio consists of both cancelled relationships and high-risk customers.
+ You will be responsible for owning your own client portfolio. You will need to utilize skip tracing to locate and communicate with your clients.
+ Typically, you will be handling the following call types: advising of account status, consequences, and offering payment solutions, as well as reducing day's delinquent and preventing call and account escalations.
+ Maintain high level of integrity and compliance while working with customer information
**Minimum Qualifications:**
+ Computer literate, able to navigate through multiple computer systems and applications simultaneously, with speed and accuracy.
+ Natural communicator who can demonstrate active listening skills and adapt conversation to suit the situation and the Card Member's communication style.
+ Resilience is needed to efficiently manage a diverse client list, while balancing performance to meet a variety of metrics.
+ Excellent negotiation, analytical, and decision-making skills, with strong attention to detail and the ability to be assertive while adhering to American Express policies and procedures
+ A capacity to learn, willingness to try new things, flexibility to incorporate feedback and agility through change and difficult situations.
+ Experience managing your own client portfolio
+ Excellent written and verbal communication skills
+ Bi-Lingual spanish speaking a plus
+ High School Diploma or GED
**Preferred Qualifications:**
+ Knowledge of Fair Debit Collection Practice Act and laws
+ Skip tracing experience
+ Minimum 3 years of recent collections experience or 3 years of sales experience with some collections experience
+ Commercial collections experience
+ Experience with Risk initiatives as they pertain to client level dunning
+ Call center experience
+ Ability to work independently, while still being a team player within the structured service center environment.
**Additional Requirements:**
+ Flexibility to work Monday-Friday 5:00am-16:00
+ Hybrid Environment- Need to be able to work in the office a minimum of 3 days a week.
+ Location: 18850 N 56th St. Phoenix, AZ 85054
**Qualifications**
Salary Range: $20.00 to $24.00 hourly bonus benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Credit
**Primary Location:** US-Arizona-Phoenix
**Schedule** Full-time
**Req ID:** 26000425
$31k-41k yearly est. 2d ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Phoenix, AZ job
JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment.
How we're organized:
As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks:
* A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology.
* A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication.
Syndicated Finance Group Locations: Chicago, Houston
Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas
As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience.
Financial Sponsors Group Locations: New York, Chicago, Los Angeles
FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.
In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job Responsibilities:
Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
You'll make an impact by:
* Working on financial models to support financing transactions
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Developing an understanding of the full breadth of J.P. Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Locations we hire for C&SI - Diversified Track:
* Atlanta
* Austin
* Birmingham (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* Phoenix
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for C&SI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
Who We Are Seeking:
We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience.
Required qualifications, capabilities and skills:
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028
* Candidates must be authorized to work permanently in the U.S.
Preferred Qualifications:
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
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.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
Our Mission:
At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference.
* Your city preference should align with your current internship location.
About Us:
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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.
Equal Opportunity Employer/Disability/Veterans
About the Team:
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
$61k-86k yearly est. Auto-Apply 17d ago
Business Development Representative II - Payments - Senior Associate
Jpmorgan Chase & Co 4.8
Tempe, AZ job
JobID: 210687027 JobSchedule: Full time JobShift: : You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team
As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
* Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
* Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients
* Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase
* Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
* Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required
* Negotiate leveraging customized proving models with clients to close business
* Work with internal partners to ensure successful implementation and product ramp-up
* Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
Required Qualifications, Skills, and Capabilities
* Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts
* Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally
* Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint
* Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
* Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply
* Ability to balance the needs of clients with associated risks and interests of the firm
* Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments
Preferred Qualifications, Skills, and Capabilities
* Bachelor's degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role
* At least 3 years of related business development experience
$89k-119k yearly est. Auto-Apply 60d+ ago
Sr. Associate, Project Manager - Finance Data Management & Governance
American Express 4.8
Phoenix, AZ job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
The Sr. Associate, Project Manager for the Finance Data Management and Governance (FDMG) team in the Enterprise Technology Services organization is pivotal in organizing key business processes across the organization, including project reporting, budget management, talent management & hiring, strategic messaging, communications, town halls, colleague engagement, and more. The candidate will be a key member of the FDMG organization Leadership Team, working closely and collaborating with all team members.
Key Responsibilities:
* Project Management & Delivery
* Assist in the planning and execution of strategic and operational projects across business and technology functions.
* Develop project plans with defined milestones, timelines, and deliverables.
* Identify risks and dependencies; recommend mitigation strategies to ensure project success.
* Track project performance and maintain transparent reporting mechanisms.
* Maintain budget for entire FDMG team.
Operations & Planning Support:
* Support key operational cadences including staff meetings, town halls, and business reviews.
* Assist in quarterly and annual planning activities, including OKR development, resource tracking, and progress reporting.
* Coordinate meeting logistics, materials preparation, and follow-ups to ensure action items are completed.
* Communications & Stakeholder Coordination
* Partner with internal stakeholders to develop clear, effective communication materials including presentations, updates, and status reports.
* Facilitate information flow between project teams and leadership to ensure alignment and informed decision-making.
* Promote consistency and clarity in execution across functional areas.
* Continuous Improvement
* Identify opportunities to streamline processes, improve reporting, and enhance project transparency.
* Recommend tools or frameworks that enhance project and team effectiveness.
Minimum Qualifications:
* Bachelor's degree required; preferred fields include Business, Technology, or related areas.
* 3 - 6 years of experience in project management, operations, or program coordination.
* Strong organizational and multitasking skills with a demonstrated ability to manage competing priorities.
* Excellent verbal and written communication skills, including experience crafting executive-facing content.
* Proficiency with Microsoft Office Suite (especially PowerPoint & Excel), SharePoint, Confluence, and OneDrive.
* PMP or related certification is a plus.
Preferred Qualifications:
* Strong communication and organizational skills.
* Proven ability to solve problems and plan long-term projects.
* Experience in creating engaging and informative presentations.
* Ability to collaborate effectively with diverse stakeholders.
* Proven track record of managing multiple priorities and meeting deadlines.
* Ability to work independently and influence without direct authority.
* Commitment to fostering an inclusive team culture.
* Strong understanding of financial management and data analysis.
Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
* Competitive base salaries
* Bonus incentives
* 6% Company Match on retirement savings plan
* Free financial coaching and financial well-being support
* Comprehensive medical, dental, vision, life insurance, and disability benefits
* Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
* 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
* Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
* Free and confidential counseling support through our Healthy Minds program
* Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$89.3k-150.3k yearly 6d ago
Container Platform - Infrastructure Engineer II
Bank of America 4.7
Bank of America job in Chandler, AZ
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Position Summary
The Cloud and Data Center Services organization enables modern business capabilities, drives speed-to-market, offers superior resiliency with built-in security, observability and governance, contemporary development practices, operates and maintains internal hosting environment.
The Container Platform Team relies on expertise to manage core infrastructure, automate deployments and releases, troubleshoot incidents, and ensure compliance with enterprise standards.
This role will be focused on:
Delivery of the container roadmap and platform growth
Day 2 automations for operational resiliency
Addition of new tools and platform features.
Solution implementation and L4 customer support
Required Qualifications:
BS /MS degree in Computer Science or equivalent practical experience.
Minimum 5+ years of hands-on experience working on building, deploying and operating Docker containers, including Kubernetes / OpenShift platforms.
Experience in VMware Tanzu , TKG, TAS
Highly proficient in infrastructure automation tasks and interacting with REST API services using tools such as shell scripting, Ansible or Terraform
Designs architecture and drives optimal solutions. Ensures design reviews and compliance with bank standards for information security and infrastructure standards.
Experience in DevOps and GitOps models with infra-as-code, config-as-code, policy-as-code, etc.
Hands on experience with enterprise-scale platforms from inception and design, through deployment, operation, and support.
Experience in building large scale distributed enterprise platforms with focus on performance, scale, security, reliability, and cost
Experience in cloud-native network, storage, and virtualization technologies including vSphere and Tanzu.
Implementing and working with continuous integration / continuous delivery pipelines
Experience with automation in one or more of the programming: Python, Go, Ansible
Excellent interpersonal, organizational and communication (written, verbal, and presentation) skills are a must.
Desired Qualifications
Experience running on-prem /off-prem Kubernetes such as Rancher, AKS, EKS, or GKE
Experience working in a highly available multi-datacenter environment
Experience working with monitoring tools such as Prometheus, Splunk, Dynatrace, AppDynamics, Sysdig, or similar tools
Experience in Terraform, ArgoCD, Tekton, and serverless technologies
Knowledge of various container runtimes and networking
Familiarity with the operator deployment patterns.
Operate in a fast-paced environment with multiple concurrent priorities
Experience working within a regulated financial environment is desirable
Proven ability to work independently with minimal supervision and as part of a global team with direct responsibilities.
Job Description:
This job is responsible for tool and service designs within a technical domain that enable business strategies in accordance with architectural governance, standards and policies. Key responsibilities include creating infrastructure tools and their integration as a service, facilitating deployment of technical solutions by developing templates, playbooks and automation used during implementation. Job expectations include looking for opportunities to improve efficiency when implementing and maintaining tools/services and embracing a culture of innovation and continuous improvement.
Responsibilities:
Provides subject matter expertise and consulting services on a range of technologies and assists Technical Analysts and Infrastructure Engineers to ensure that technology solutions comply with enterprise system design and engineering standards
Assists with translating business requirements into technical definitions, reference models, blueprints, and playbooks for deployment in compliance with architecture standards and policies
Assists in the evaluation of reference models, blueprints and playbooks to ensure they are fit for purpose
Develops software solutions to address manual and repeatable work or inefficient processes
Conducts on-site evaluations of third-party products being considered for firm adoption
Promotes an inclusive and healthy working environment and helps to resolve organizational impediments/blockers
Contributes to the creation/selection of functional and non-functional product evaluation requirements within and across domains
Skills:
Analytical Thinking
Application Development
Automation
Production Support
Risk Management
Adaptability
Business Acumen
DevOps Practices
Solution Delivery Process
Solution Design
Architecture
Collaboration
Innovative Thinking
Stakeholder Management
Technical Strategy Development
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101) Pay and benefits information Pay range$104,200.00 - $155,100.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$104.2k-155.1k yearly Auto-Apply 60d+ ago
Fraud Analytics and Innovation Lead Analyst
Bank of America 4.7
Bank of America job in Phoenix, AZ
Charlotte, North Carolina;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Tampa, Florida; Chicago, Illinois; Jacksonville, Florida; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.**
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**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Summary:**
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
**Responsibilities:**
+ Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
+ Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
+ Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
+ Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
+ Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
+ Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
+ Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
+ Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
+ Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
+ Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
+ Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
+ Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
**Required Qualifications:**
+ Minimum 3 years SAS/SQL Coding knowledge and/or experience
+ Ability to manage multiple projects in a complex and rapidly-changing environment
+ Ability to work independently as well as part of a team
+ Demonstrate strong analytical skills
+ Previous risk/fraud analysis, strategy development, or related experience
+ Strong written and oral communication skills
+ Intellectually curious and willing to dive into complete issues\problems and solve
**Desired Qualifications:**
+ 5+ years of risk analysis, strategy development, or related experience
+ 5+ years of SAS or SQL Coding experience
+ Prior experience in Authentication, Fraud, Debit Card or other related risk fields
+ Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
+ Experience managing relationships and projects with external vendor partners
**Skills:**
+ Analytical Thinking
+ Business Analytics
+ Data and Trend Analysis
+ Fraud Management
+ Problem Solving
+ Collaboration
+ Innovative Thinking
+ Monitoring, Surveillance, and Testing
+ Presentation Skills
+ Risk Management
+ Data Visualization
+ Interpret Relevant Laws, Rules, and Regulations
+ Issue Management
+ Oral Communications
+ Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$57k-90k yearly est. 60d+ ago
U.S. Private Bank - Associate - National Client Team
Jpmorgan Chase & Co 4.8
Phoenix, AZ job
JobID: 210673472 JobSchedule: Full time JobShift: : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a National Client Banker, you are responsible for advising families on building, preserving and managing their wealth in partnership with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of clients and work in a fast paced environment. You will be part of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate client referrals and acquire new assets from existing client base
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, Skills
* Three plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date