Bank of America Corporation job in Maple Grove, MN
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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. 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
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
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.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$87k-121k yearly est. 8d ago
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Credit Solutions Advisor - Minnetonka
Bank of America 4.7
Bank of America job in Minnetonka, MN
Minnetonka, Minnesota **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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. 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
**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
**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.
**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.
$87k-121k yearly est. 7d ago
Client Manager - US Large Market
American Express 4.8
Saint Paul, MN job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
**Job Responsibilities:**
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
**Qualifications:**
+ Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
+ Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies
+ Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners.
+ Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance.
+ Ability to effectively present products, technical solutions, and financials to clients in a strategic manner.
+ Must be able to work in a virtual environment
+ Ability to effectively influence and manage change and display solid leadership skills.
+ Sells with integrity, in alignment with compliance and internal partner business requirements.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023645
$89.3k-150.3k yearly 2d ago
Senior Counsel, Impact Finance & Tax Credits
U.S. Bank 4.6
Minneapolis, MN job
A leading financial services institution in Minneapolis is seeking a Senior Associate General Counsel focused on Impact Finance to provide strategic legal support. The role involves guiding legal services across key areas such as Affordable Housing and Environmental Finance. Candidates should have over 12 years of relevant experience and a strong understanding of tax credit investments. Join an organization committed to ethical practices and community contribution, with competitive compensation and benefits.
#J-18808-Ljbffr
$108k-132k yearly est. 1d ago
Branch Operations Lead-Rogers-Rogers,MN
Jpmorgan Chase Bank, N.A 4.8
Rogers, MN job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
You have 1+ years of retail banking experience.
You have a high school degree, GED, or foreign equivalent.
You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
You have 6+ months of Associate Banker (Teller) experience.
You have a college degree or military equivalent.
Training and Travel Requirement
You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
You'll need to be able to travel as required for in-person training and meetings.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Rogers,MN $25.87 - $31.73 / hour
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 on a mission to provide the world's best customer experience every day. Rooted in this vision is the work of the Technology Risk & Information Security organization, empowering the company to deliver superior service through trust, security, and safety. Our culture is centered around passion, curiosity, and courage, enabling you to innovate and evolve a Fortune 100 company. You can help us achieve this mission! Are you ready to protect one of the most admired brands from today's, and tomorrow's advanced threats?
American Express seeks to recruit a passionate, and experienced security analyst for its security operations & incident response team. This is a hands-on, technical role performing incident response activity ranging from pre-incident (preparation), active incident, to post incident. You will be a key technical resource in conducting investigations, performing analysis, identifying TTPs, building the attack narrative, and taking response actions. You are a motivated professional that will assist with people, processes, and technology that empowers the team to investigate sophisticated threats. This role requires critical thinking, innovative problem solving, leading analysis, and effective communications.
**Responsibilities**
+ Perform triage and analysis for cyber security events across multiple platforms using data across diverse sources (e.g., firewalls, EDR, IDS/IPS, identity, application logs).
+ Recognize attacker tactics, techniques, and procedures as well as Indicators of Compromise (IOCs) / Indicators of Attack (IOAs) that can be applied to current and future investigations.
+ Investigate and respond to cyber security incidents, supporting all stages of the incident lifecycle including identification, containment, eradication, and recovery efforts.
+ Contribute to team projects, process improvement, and development of new capabilities.
+ Curate a world class security operations and incident response team with a relentless focus on innovation and continuous improvement.
+ Assess and develop incident response best practices to help mature the overall security operations of the organization.
+ Make recommendations for improving enterprise risk posture based on individual research and technical expertise.
+ Stay current on industry trends, attack techniques, mitigation techniques, and security technologies.
+ Produce high-quality written and verbal reports, recommendations, and actions.
**Minimum Qualifications**
+ 1-3 years of experience in information security
+ Solid foundation of network and application protocols and concepts (tcp, ip, dns, http, dhcp, etc).
+ Experience with various network and/or host-based security tools to detect and respond to security events.
+ Experience with log analysis using SIEM/SOAR platforms.
+ Theoretical and practical security knowledge and investigation experience with Mac, Linux, and Windows operating systems, as well as cloud environments.
+ Theoretical and practical knowledge in Incident Response lifecycles
+ Strong analytical, documentation, and communication skills.
+ Applicable certifications such as Security , CySA , GSEC, GCIH, GCIA, CEH, CISSP
**Qualifications**
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.
**Job:** Security
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023610
$89.3k-150.3k yearly 8d ago
Senior Home Lending Advisor - Bloomington IN
Jpmorganchase 4.8
Bloomington, MN job
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
Coaches and mentors the branch team by providing training on products and services.
Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
Builds role as the internal and external mortgage expert and maintains good relationships with customers.
Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
Bachelor's degree or equivalent work experience in sales and/or real estate
3+ years of mortgage lending and proven sales experience in retail banking
Knowledge of real estate market in local area
Excellent written and oral communication skills
Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
FHA/VA sales experience
Marketing, promoting, relationship building, and consulting skills
Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
$41k-75k yearly est. Auto-Apply 60d+ ago
Senior Technology Business Systems Consultant
Wells Fargo 4.6
Shoreview, MN job
Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow.
**About this role:**
Wells Fargo is seeking a Senior Technology Business Systems Consultant in the Contact Center as a Service (CCaaS) Agent Controls product team for the Customer Interaction Workspace (CIW) softphone. This team supports the Call Center Modernization initiative to migrate the new softphone through the enterprise. As part of this effort this role will be tasked with identifying and analyze business needs, conduct requirement gathering, and define scope and objectives for companywide / business systems integrated with the technology development and infrastructure, perform user acceptance testing and partner with training /deployment and command centers to support smooth adoption in releases of the product.
**In this role, you will:**
+ Lead or participate in providing technology initiatives for simple to moderately complex business problems within technology business systems
+ Contribute to the development of systems and procedures that are both cost effective and meet the relevant business requirements
+ Evaluate moderately complex business, operational, or technical challenges that require an in-depth evaluation of planning and direction conducted to resolve complex business problems
+ Partner with business and technology teams to evaluate moderately complex business problems and lead a team to provide comprehensive technological solutions
+ Act as an internal consultant within technology and business groups by using quality tools and process definition or improvement to re-engineer technical processes
+ Collaborate and consult with business and technology teams to evaluate and resolve issues in order to provide technological solutions and manage both project schedules and deliverables
+ Coordinate communication and information flow between business and technology teams
**Required Qualifications:**
+ 4+ years of Business Systems Data experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 2+ years of Product Management experience.
+ 2+ years of Agile experience
+ 1+ years of Call Routing Platform experience
**Desired Qualifications:**
+ 2+ years of financial industry experience
+ 2+ years of experience delivering complex enterprise-wide information technology solutions
+ Experience with Contact Center Applications such as IVR, Routing and associated systems and platforms used to drive intelligent self-service
+ Previously working in Product organizations
+ Experience with writing user stories, Features and EPICs
+ Working on large and complex applications with multiple stakeholders
+ Experience working in a dynamic agile environment, supporting applications with multiple dependencies
+ Leading and conceptualizing a solution for a problem statement
+ Experience working on Digital products in close integration with other channels (Voice Channel)
+ Understanding of IVR/IVA and call routing platforms and softphone (UI), including the ability to maintain and configure customer experiences
**Job Expectations:**
+ Position offers a hybrid work schedule
+ This position is not eligible for Visa sponsorship
+ Relocation assistance is not available for this position
**Locations:**
+ 401 S Tryon St. - CHARLOTTE, North Carolina 28202-1675
+ 800 S Jordan Creek Pkwy. - West Des Moines, Iowa 50266
+ 5950 Rice Creek Pkwy. - SHOREVIEW, Minnesota 55126
+ 2800 S Price Rd. - CHANDLER, Arizona 85286
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$87,000.00 - $154,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
29 Jan 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-512095
$87k-154k yearly 5d ago
Private Client Banker - Ford Pkwy and S Finn St. - St. Paul, MN
Jpmorgan Chase & Co 4.8
Saint Paul, MN job
JobID: 210702024 JobSchedule: Full time JobShift: Base Pay/Salary: Saint Paul,MN $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
About this role: Wells Fargo is seeking a Commercial Mortgage Loan Administration Specialist in Commercial Real Estate Operations as part of the CIB Lending Operations division. In this role, you will: * Manage and Service Commercial Construction Loans including reviewing related documentation, maintaining budgets, communicating with parties on identified issues, approving transactions and disbursing
* Participate in less complex initiatives and identify opportunity for process improvements for timely processing of all incoming business lending within Transaction and Processing
* Review and analyze basic business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives, and exercise independent judgment to guide medium risk deliverables
* Review site inspections for loans within their portfolio
* Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the function, policies, procedures and compliance requirements for loan approval documents
* Collaborate and consult with functional colleagues, internal partners and stakeholders, including internal and external customers if applicable
* Work with both origination and central analysts in the preparation of loan approval documents
Required Qualifications:
* 2+ years of Transactions and Processing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* AFS Experience
* Commercial Real Estate experience
* Residential and commercial appraisal experience
* Ability to interpret and research loan origination, legal, or real estate documents
* Exposure to Wells Fargo banking systems such as LIQ, LAM, CCM and C360
* Knowledge and understanding of builder, construction, or renovations lending
* Knowledge and understanding of commercial real estate operations
* Knowledge and understanding of the Flood Disaster Protection Act (FDPA)
* Commercial loan documentation, preparation, or review experience
* Ability to navigate multiple computer systems, applications, and utilize search tools to find information
* Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
* Ability to work in a fast-paced deadline driven environment
* Effective organizational, multi-tasking, and prioritizing skills
* Excellent verbal, written, and interpersonal communication skills
* Intermediate Microsoft Office (Word, Excel, and Outlook) skills
* Strong analytical skills with high attention to detail and accuracy
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$66,000.00 - $100,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
22 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$66k-100k yearly 14d ago
2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank
Jpmorgan Chase & Co 4.8
Minneapolis, MN job
JobID: 210690291 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; Rochester,NY $100,000.00-$100,000.00; Greenwich,CT $100,000.00-$100,000.00; Greenvale,NY $100,000.00-$100,000.00; Manhattan Beach,CA $100,000.00-$100,000.00; Westlake Village,CA $100,000.00-$100,000.00; San Diego,CA $100,000.00-$100,000.00; Washington,DC $100,000.00-$100,000.00; Las Vegas,NV $100,000.00-$100,000.00; Summit,NJ $100,000.00-$100,000.00; Seattle,WA $100,000.00-$100,000.00; Walnut Creek,CA $100,000.00-$100,000.00; Chicago,IL $100,000.00-$100,000.00; Baltimore,MD $100,000.00-$100,000.00; Pasadena,CA $100,000.00-$100,000.00; Denver,CO $100,000.00-$100,000.00; Boston,MA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; Palo Alto,CA $100,000.00-$100,000.00; Irvine,CA $100,000.00-$100,000.00; Minneapolis,MN $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00; Cleveland,OH $100,000.00-$100,000.00
If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.
Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer.
Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
Job Responsibilities:
* Work with a team of advisors and specialists to bring in new clients and serve existing clients
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Required Qualifications, Capabilities, and Skills:
* Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's.
* Expected graduation date between December 2027 and June 2028.
* Currently attending a college/university in the U.S.
* Highly driven, inquisitive, and proactive, with a strong desire to learn.
* Enjoys working in teams to develop complex solutions.
* Exceptional interpersonal, communication, analytical, and problem-solving skills.
* Excellent organizational skills with the ability to multitask in a fast-paced environment.
* Demonstrates good judgment and discretion with confidential information.
* Genuine interest in financial markets and macro-level economic trends.
* Aspires to work with external clients in a relationship-building and sales capacity.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Work Authorization:
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, JPMorgan Chase, 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.)
Our Locations
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, MI
Boston, MA
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Columbus, OH
Dallas, TX
Denver, CO
East Bay, CA
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Fort Worth, TX
Grand Rapids, MI
Greenwich, CT
Houston, TX
Indianapolis, IN
Irvine, CA
Jacksonville, FL
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Los Angeles, CA
Miami, FL
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Minneapolis, MN
Naples, FL
Nashville, TN
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New York, NY
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Orlando, FL
Palm Beach, FL
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Pasadena, CA
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Pittsburgh, PA
Rochester, NY
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San Diego, CA
San Francisco, CA
Scottsdale, AZ
Seattle, WA
South Bay, CA
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Summit, NJ
Tampa, FL
Tulsa, OK
Washington D.C.
Westlake Village, CA
Join us
At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive 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.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
$100k-100k yearly Auto-Apply 14d ago
Mortgage Consumer Direct Sales Consultant (SAFE)
Wells Fargo 4.6
Minneapolis, MN job
About this role: Wells Fargo is seeking a Mortgage Consumer Direct Sales Consultant to support our Consumer Direct Team. Our Consumer Direct team builds strong relationships with consumers and referral partners to help our customers reach their personal and financial goals through homeownership. Mortgage Consumer Direct Sales Consultants provide answers and guidance regarding mortgage-related products and services for clients, customers, and potential customers. Our Mortgage Consumer Direct Sales Consultants thrive on customer interaction and never miss an opportunity to enhance and deepen the customer's relationship. They are skilled communicators, organized, have strong integrity, are highly motivated, and strive to reach and meet goals. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
* Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and services
* Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs
* Present recommendations for resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates
* Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process
* Maintain high standard of client satisfaction by ensuring timely and proactive customer communication
* Navigate between multiple screens, databases and applications to accurately capture information needed from the customer, while holding a conversation
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience in loan origination
* Strong understanding of mortgage sales, origination processes and industry regulations
* Experience working in goal-driven environments
* Experience in sales
* Experience communicating financial concepts to customers
* Strong communication skills both interpersonal and written and the ability to thrive in a fast-paced environment.
* Detail-oriented with strong organization and time management skills
Job Expectations:
* This position is not eligible for Visa sponsorship
* This position offers a hybrid work schedule.
* Willingness to work on-site at the location(s) listed on the job opening
* Ability to work weekdays, weekends and holidays as needed or scheduled
* Site hours of operation are Monday-Friday 7:00am-7:00pmCST; Saturday 8:00am-5:00pmCST
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location(s):
* 600 S 4th Street, Minneapolis, MN 55415
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$0.00 - $0.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
29 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$42k-73k yearly est. 17d ago
Wealth Management Client Associate
Bank of America Corporation 4.7
Bank of America Corporation job in Stillwater, MN
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
* Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
* Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
* Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
* Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
* Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Desired Qualifications:
* Energetic individual that is self-motivated, coachable and flexible in thought
* Enjoys a fast-paced environment with changing and evolving responsibilities
* Detail oriented
* Invested in personal development
* Consistently pursues client experience excellence
* Works quickly to fulfill client needs, delivering complex solutions
* Frequent communication and an abundance of discretion with sensitive information
* Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
* Professional verbal and written communication
Skills:
* Account Management
* Client Management
* Customer and Client Focus
* Issue Management
* Oral Communications
* Business Development
* Client Solutions Advisory
* Pipeline Management
* Prioritization
* Administrative Services
* Emotional Intelligence
* Referral Identification
* Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees, participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$39k-47k yearly est. 39d ago
Senior Conversational AI Implementor - Dialogflow CX
Wells Fargo 4.6
Shoreview, MN job
About this role: Wells Fargo is seeking a Senior Artificial Intelligence Solutions Consultant to support our migration to a new cloud-based AI voice virtual agent solution. This person will build the conversational experience for our new Wells Fargo Voice Self-Service platform, using the latest AI techniques including Google Dialogflow CX, and other AI based Speech systems. Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:
* Develop and configure conversational flows in Dialogflow CX.
* Collaborate with Products Owners, Conversation Designers to translate scripts into functional Conversational AI agent experiences.
* Integrate Dialogflow CX with backend systems and APIs.
* Conduct testing and QA for conversational experiences.
* Monitor and optimize Conversational AI agent's performance using analytics and feedback.
* Lead cross functional teams to identify, strategize, and execute Artificial Intelligence initiatives within a line of business
* Understand the strategy to recommend solutions on solving business challenges
* Analyze and review cases obtaining the required resources to ensure the solution delivers the intended benefits
* Leverage knowledge to evaluate technological readiness, data availability, and resources to execute the proposed solutions
* Influence without authority to drive the implementation of Artificial Intelligence initiatives and programs while serving multiple stakeholders
* Decision key issues which may arise during development or implementation
* Collaborate and consult with peers, colleagues and managers to resolve and achieve goals
Required Qualifications:
* 4+ years of Artificial Intelligence experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Proven experience of working on Contact Center technologies, specifically support of self-service and routing solutions
* Experience working with vendors in a CCaaS environment to build and maintain contact center experiences
* Proven use cases that include the creation of self-service voice flows including complex product and customer needs
* Experience working with Dialogflow CX.
* Experience in building new solutions or transforming existing contact centers to new technologies.
* Technology and Product background that demonstrates the ability to work across a variety of teams and implementation solutions in a fast-paced, complex environment.
Job Expectations:
* Job is a hybrid working environment that would require working in the office 3 days in a week.
* Up to 10% of travel required.
* This position is not eligible for Visa sponsorship
Locations:
* 401 S Tryon St CHARLOTTE, NC 28202-1675
* 1801 Park View Dr SHOREVIEW, MN 55126
* 401 Las Colinas Blvd W Bldg A IRVING, TX 75039
* 4101 Wiseman Blvd Bldg 106 SAN ANTONIO, TX 78251
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$139,000.00 - $239,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
29 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$139k-239k yearly 15d ago
Senior Business Execution Consultant - Human Resources
Wells Fargo 4.6
Minneapolis, MN job
About this role: Wells Fargo is seeking a Senior Business Execution Consultant to support the Human Resources Business Partner team. This role collaborates with HR Business Partners (HRBP), Centers of Excellence (COEs), and cross-functional teams to drive successful business outcomes for client groups. The Senior Business Execution Consultant contributes to project execution, data analysis, and business communications, supporting strategic Human Resources (HR) initiatives.
The consultant will play a key role in supporting cyclical HR processes, delivering data‑driven insights, and enabling leaders through effective project execution, reporting, and business communications.
In this role, you will:
* Support the delivery and execution of HR initiatives
* Aggregate and interpret HR data to create actionable reports and presentations for business stakeholders
* Assist in operationalizing cyclical HR activities and implementing business initiatives
* Contribute to monthly summaries of human capital metrics, working with HR partners to collect and analyze relevant data
* Develop business communications, change management materials, and reporting to support HR initiatives.
* Participate in the HR business execution community to share best practices and support HRBP leaders.
* Collaborate with People Analytics to support business needs around data and reporting.
Required Qualifications:
* 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience in Human Resources, preferably supporting or partnering with HR Business Partners.
* Strong knowledge of HR tools, processes, workflows, and people data.
* Demonstrated ability to analyze, aggregate, and interpret data, translating insights into clear reports, dashboards, and presentations.
* Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), including the preparation of executive‑level presentations and data‑driven materials for senior leadership.
* Strong written and verbal communication skills; proactive and confident communicator with executive presence.
* Demonstrated project management experience with the ability to manage multiple competing priorities in a fast‑paced environment.
* Ability to collaborate and influence across stakeholder teams.
* Experience working with sensitive data sets and maintaining confidentiality.
* Familiarity with HR disciplines and the HR Center of Excellence (COE) model.
* Strong HR reporting, dashboard creation, data analysis and visualization skills.
* Understanding of AI, machine learning, and emerging HR technologies.
Job Expectations:
* Hybrid work schedule
* Relocation assistance is not available
* Visa sponsorship is not available
Location:
* Charlotte, NC
* Phoenix, AZ
* Irving, TX
* San Antonio, TX
* Des Moines, IA
* Minneapolis, MN
#HRJobs
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$87,000.00 - $154,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
26 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$87k-154k yearly 2d ago
Market Manager
Bank of America 4.7
Bank of America job in Wayzata, MN
This job is responsible for supporting the Market Executive in driving out business strategy, directly managing financial advisors and yielding responsible growth through operational excellence and risk management. Key responsibilities include recruiting, retaining and developing talent, creating a strong sales and service culture, and coordinating across teams to deliver a seamless client and advisor experience. Job expectations include building collaborative relationships across the market and externally to grow market share.
Responsibilities:
•Executes components of the market business plan with a focus on advisor productivity, revenue growth.•Supports all aspects of talent development, engagement and retention to create a culture of opportunity, inclusion, and respect in a highly matrixed environment.•Coaches Advisors to consistently deliver an exceptional client experience by providing guidance, feedback, and support that reinforces a client-first culture.•Supports cross-functional collaboration by coordinating with Office Management Team and other internal partners to deliver integrated client solutions.•Promotes adherence to risk and compliance standards, supporting the ME in maintaining a strong control environment and appropriately engaging to escalate and/or remediate when needed.•Supports Market Executive as the regulatory supervisor of an office and/or group of financial advisors, working in partnership with Supervision and Control partners to oversee activities that require advanced licensing.•Represents the firm in local market (LMO) activities, business development efforts, advisor recruiting and community events to support market growth.
Skills:
Business Acumen Coaching Decision Making
Executive Presence Recruiting Customer and Client focus
Inclusive Leadership Relationship Building Risk Management
Emotional Intelligence Leadership Development Performance Management
Process Effectiveness Conflict Management Drives Engagement
Required Qualifications:
•Minimum 8 years professional experience•Must have series 7, Series 63 and 65 or 66, Series 9 and Series 10, and Series 31 or 3. If series 31 or 3 not currently held, must obtain within 120 days.
Desired Qualifications:
•3 years direct or matrixed management experience preferred•Strong leadership and communication skills with executive presence that garners attention and impact.•Proven ability to lead people to perform through a poised, confident demeanor that commands respect and action.•Agile learner with demonstrated resilience and ability to lead self and others through change.•Experience influencing at scale, including associates outside of direct reporting line
.
•Strong judgment and decision making, particularly on issues relating to risk management, talent, performance management, and problem resolution.•Proven ability to manage multiple and sometimes competing priorities.•Experience in unpredictable environments, including unplanned internal or external needs.•Wealth management acumen, inclusive of product knowledge, regulatory and supervisory requirements, industry trends and firm-wide initiatives.•Bachelor's degree or equivalent work experience preferred.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MN - Wayzata - 315 LAKE ST E (MN9315) Pay and benefits information Pay range$170,000.00 - $215,000.00 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.
$65k-95k yearly est. Auto-Apply 1d ago
Market Leader - Advisor Development Program
Bank of America Corporation 4.7
Bank of America Corporation job in Wayzata, MN
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
As a Market Leader for the Advisor Development Program (ADP), you will:
* Provide regulatory supervision and oversight to advisors
* Ensure ADP participants are meeting and achieving hurdles
* In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity
* Personal involvement with ADP participants who require heightened support to achieve success
* Help reinforce compliance, supervision, and provide risk management support of ADP participants and their activity for market leadership
* Lead pipeline management routines with teams and coach on pipeline execution
* Support client acquisition efforts by maximizing lead potential via enterprise relationships Strategy & Accountability
* Support leaders in implementing effective performance management, including goal setting, incentive, and other reward, and recognition mechanisms
* Accountable to support market results, while maintaining strict consistency with national programs
* Coaching and Development: Work closely with advisor trainees, coaching for successful professional growth and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers.
* Sales Force Expansion: Support sales management in executing sale force growth plans and support effective Advisor recruiting strategies.
* Sales Supervision: Administer superior sales supervision/practices in the market.
Responsibilities:
* Ability to attract, recruit and retain an effective sales and operations team.
* Must demonstrate excellent communication skills.
* Strong relationship building and business partnering skills.
* Ability to interact effectively with senior management.
* Ability to work effectively across organizational boundaries.
* Strong influencing and leadership skills.
* Self-motivated and proactive, with the ability to balance multiple priorities.
* Ability to balance business and corporate perspectives.
* Sound business judgment and acumen.
* Proven track record of coaching and improving performance in others
* Proven ability to drive integration across solutions and drive results through superior delivery and sales management
* Proactively builds trusted relationships with key partners/clients
* Ability to be a change agent and work in a fast paced environment
* Communicates strategic business plans and tactical sales goals clearly and effectively at all levels
* 3+ years industry experience with a leading firm
* 5+ years of demonstrated experience with sales and building, leading, managing and coaching a team
* Series 7 & 66 (63 and 65) required and Series 9 & 10 or (4, 24, 53 combination).If Series 9 & 10 not currently held, must be obtained within 120 days.
* Travel required: Will vary depending on geography
Shift:
1st shift (United States of America)
Hours Per Week:
40
$101k-133k yearly est. 39d ago
Senior Banker
Bank of America Corporation 4.7
Bank of America Corporation job in Hopkins, MN
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
* 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.
Responsibilities:
* Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
* Assists, educates, and trains clients on conducting simple transactions through self-service technologies
* Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
* Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
* Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Required Qualifications:
* Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
* In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
* Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
* Collaborates effectively to get things done, building and nurturing strong relationships
* Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
* Confident in identifying solutions for helping new and existing clients based on their needs
* Strong written and verbal communications skills
* Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
* Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
* Applies strong critical thinking and problem-solving skills to meet clients' needs
* Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
* Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
* Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
* Associate's Degree or Bachelor's Degree in business, finance or a related field
* Experience working in a financial center where goals were met or exceeded
* Retail and/or sales experience in a salary plus incentive environment
* Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
* Experience with financial information, spreadsheets and financial skills
* Knowledge of banking products and services
* Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
Skills:
* Active Listening
* Business Acumen
* Customer and Client Focus
* Oral Communications
* Problem Solving
* Account Management
* Client Experience Branding
* Client Management
* Client Solutions Advisory
* Relationship Building
* Business Development
* Pipeline Management
* Prospecting
* Referral Identification
* Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
JobID: 210699290 JobSchedule: Full time JobShift: Base Pay/Salary: Minneapolis,MN $100,000.00-$120,000.00 If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
$25k-46k yearly est. Auto-Apply 15d ago
Part Time (30 Hours) Associate Banker, Champlin Branch, Champlin, MN
Jpmorgan Chase & Co 4.8
Champlin, MN job
JobID: 210702613 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Champlin,MN $22.50-$27.60 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.