Post job

Bank of America jobs in Saint Peters, MO - 160 jobs

  • Private Client Advisor II

    Bank of America 4.7company rating

    Bank of America job in Saint Louis, MO

    Clayton, Missouri **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 acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. 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:** + Leads the Client Process Management Process within the client team to identify new business development opportunities + Sources new clients in alignment with the bank's established risk appetite + Leads the client team to deliver meaningful interactions and a Branded Client Experience + Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs + Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital capabilities to enhance the client and client team experience + Builds relationships with internal and external partners and centers of influence **Required skills:** + 12+ years of private banking or complex financial services experience ORequivalent financial services/business experience + Responsible for driving new business development for target client segment ($3MM++ investable assets) + Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client + Ability to influence; proactively asks for and closes business + Solutionsoriented;sales and financial aptitude a must + Must be a skilled negotiator + Ability to work and identify the need for team specialists; collaborate closely with other team members + Takes on a leadership role on the team and within the business community + Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP, CPA, CFA, CTFA, CFM or JD a significant plus **Additional Skills Used in this Role:** + Business development + Prospecting and Qualification + Oral Communication + Investment Products and Solutions + Client team management + Influencing + Consulting + Problem Solving + Investment Products and Solutions + Advisory Sales + Pipeline management + Active Listening + Collaboration + Transitioning client conversations **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.
    $58k-83k yearly est. 2d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Relationship Banker

    Bank of America 4.7company rating

    Bank of America job in Saint Peters, MO

    Saint Peters, Missouri;Chesterfield, Missouri **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** ** **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **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.
    $30k-35k yearly est. 4d ago
  • Senior Administrative Assistant

    Jpmorgan Chase & Co 4.8company rating

    Saint Louis, MO job

    JobID: 210700239 JobSchedule: Full time JobShift: Base Pay/Salary: Plymouth,MN $28.32-$38.46 Become an integral part of Consumer & Community Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality. As a Senior Administrative Assistant in Consumer & Community Banking, you will need to work well in a team environment, be able to represent the manager and group with professional courtesy and acumen and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes, and techniques to complete assignments in line with the department's activities and goals. Job responsibilities * Maintain complex and detailed calendars * Screen incoming calls and determine the level of priority, while using caution in dispensing information * Manage the coordination and logistics of both internal and external meetings * Arrange and coordinate complicated domestic and international travel * Organize all aspects of internal and external events, including catering and transportation * Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines * Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access * Produce high quality emails and messages to individuals at all levels of the organization * Maintain department documents, including current organizational charts and Executive Bio's * Handle regular activities without prompting, and advise in advance with issues or delays * Assist in editing spreadsheets and presentations, including printing and binding, for client meetings Required qualifications, capabilities, and skills * At least three years of administrative experience * Advanced ability to organize * Discretion and good judgment in confidential situations, and proven experience interacting with senior management * Strong interpersonal, written, and oral communication skills * Strong proficiency in Microsoft Office * Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management Preferred qualifications, capabilities, and skills * College degree is a plus Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid option
    $65k-90k yearly est. Auto-Apply 11d ago
  • J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Clayton, MO

    Jpmorganchase 4.8company rating

    Clayton, MO job

    Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services. As the Business Development Consultant within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives. Job Responsibilities Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams. Manage timelines, and deliverables for field execution. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice. Monitor progress, identify risks, and resolve issues that arise during implementation. Collect and analyze feedback from field teams and clients to inform continuous improvement. Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation. Required qualifications, skills, and capabilities Bachelor's degree in Business, Finance, or related field 7 + years of experience in business development, project management, sales management or implementation roles within financial services. Proven track record of managing complex projects and cross-functional teams. Strong organizational, analytical, and problem-solving skills. Excellent communication, presentation and stakeholder management abilities. Knowledge of financial products, services, and regulatory requirements. Experience in coaching Advisors or a sales team Travel required 50% of the time Required Licensing A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment Skills Executive presentation and communication skills Change management Cross-functional collaboration Data analysis and reporting Training and facilitation INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $118k-158k yearly est. Auto-Apply 1d ago
  • Branch Operations Lead - Edwardsville Crossing Branch - Edwardsville, IL

    Jpmorgan Chase 4.8company rating

    Edwardsville, IL 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** Edwardsville,IL $22.98 - $28.37 / hour
    $23-28.4 hourly 13d ago
  • Senior Home Lending Advisor - St Louis MO - Greater Metro Area

    Jpmorgan Chase & Co 4.8company rating

    Saint Louis, MO job

    JobID: 210499983 JobSchedule: Full time JobShift: : 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: **********************************************************************
    $43k-82k yearly est. Auto-Apply 60d+ ago
  • Property Adjuster Specialist - Field

    United Services Automobile Association (USAA 4.7company rating

    Saint Louis, MO job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role for the area of St. Louis, MO. Candidates currently living in this location or willing to self-relocate are encouraged to apply. What you'll do: * Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. * Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. * Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. * Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. * Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. * Maintains accurate, thorough, and current claim file documentation throughout the claims process. * Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. * Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. * May be assigned CAT deployment travel with minimal notice during designated CATs. * Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. * Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. * Adjusts complex claims with attorney involvement. * Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. * May require travel to resolve claims, attend training, and conduct in-person inspections. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * High School Diploma or General Equivalency Diploma required. * 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. * Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. * Proficient knowledge of residential construction. * Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. * Proficient negotiation, investigation, communication, and conflict resolution skills. * Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. * Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. * Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: * US military experience through military service or a military spouse/domestic partner * 5 years of prior carrier field experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.) * Prior experience adjusting property claims using virtual technologies * Prior property field adjuster experience handling DWG, APS and ALE adjustments * Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) * Xactimate Level 1 and/or Level 2 certification * Prior deployments in support of catastrophes * Currently hold an active Adjuster License * Currently reside within or have the ability to self-relocate to St. Louis, MO Physical Demand Requirements: * May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. * May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. * May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. * May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $69,920.00 - $133,620.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, or status as a protected veteran.
    $47k-56k yearly est. 13d ago
  • Supervisory Control Associate

    Wells Fargo 4.6company rating

    Saint Louis, MO job

    **About this role:** Wells Fargo Advisors (WFA) is seeking a Supervisory Control Associate responsible for direct support of branches and their responsibilities for remote compliance supervision of Private Client Group (PCG) and Wealth Brokerage Services, (WBS) producing Branch Managers, and Financial Advisors. Learn more about the career areas and lines of business at ************************** **In this role, you will:** + Participate or conduct compliance, supervision, control reviews, administration and technology + Design risk processes and provide project management support + Identify issues and provide resolution within Insurance or Private Client Groups + Perform basic or tactical ongoing regulatory, compliance and operational reviews as well as other duties related to best practices and opportunities for additional synergies to maximize efficiencies + Receive direction from management and exercise independent judgment while developing an understanding of sales activities using various technological tools and reports to ensure that the activity is in compliance with all regulatory and firm policies + Collaborate and consult with financial advisors, branch managers, supervisory principals and Market Administration Management **Required Qualifications:** + 6+ months of Supervisory Control, Risk Management Consulting, Property or Casualty Insurance, Insurance Brokerage experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7, 9/10, and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Strong analytical skills including strategically analyzing data, diagnosing opportunities, and providing interventions + Solid conflict management and decision-making skills + Excellent verbal, written, and interpersonal communication skills + Ability to work independently while balancing the needs of multiple projects + Ability to be flexible and adjust plans quickly to meet changing business needs + Intermediate Microsoft Office (Word, Excel, and Outlook) skills + Ability to exercise independent judgment and creative problem-solving techniques + Ability to interact with all levels of branch associates and business units; including managers and advisors + FINRA registration including Series 65 or 66 (or FINRA recognized equivalents) **Job Expectations:** + US Only: Registration for FINRA Series 65 or 66 must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. + US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required. + This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatory questions/disclosures, will be ineligible to work from a location other than their assigned office location. This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. This position is not eligible for Visa sponsorship. **Job Locations:** + 550 S Tryon St. Charlotte, NC + 550 S 4th St. Minneapolis, MN 55415 + 2801 Market St. F & L Bldg. Saint Louis, MO **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. $68,000.00 - $114,000.00 **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:** 25 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-512642
    $34k-41k yearly est. 10d ago
  • Delivery Lead - Technology

    Bank of America 4.7company rating

    Bank of America job in Saint Louis, MO

    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 planning and coordinating the execution of project/small program deliverables which requires the engagement of multiple teams. Key responsibilities include communicating work objectives, coordinating delivery, facilitating sync points across teams, providing end-to-end visibility into the health of the deliverables, and managing program risk and compliance to standards. Job expectations include ensuring delivery meets the client's expectations in terms of the functionality, quality, timeline, and cost. Overview: This is an ATM Refresh and Offsite ATM project management role. Responsibilities include: Assisting the team in managing high volume ATM replacements each year Using data analysis skills utilizing numerous reports to determine yearly and monthly rollouts according to bank strategy Managing operational risk Managing routines and processes that align our yearly/monthly plan/schedules with multiple strategies Ability to manage multiple vendors at the same time while driving results Managing metric reporting for ATM Refresh projects Responsibilities: Leads and coordinates routines to support delivery (for example, kick-offs, status reviews, stakeholder meetings, change controls, and tollgates, etc.) Manages coordination of delivery and dependencies across multiple teams Facilitates communication and collaboration across organizations to support the deliverable completion and timeline Provides status updates for the deliverables to stakeholders and leadership pertaining to delivery, risks, issues, and schedule Works with sponsors and stakeholders to ensure that execution is aligned with deliverable requirements Supports resource planning for delivery and execution Ensures adherence with Enterprise Change Management standards Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Qualifications: 3+ years of Project management work experience Experience with Excel spreadsheets and advanced reporting Experience with Microsoft Office Suite Basic knowledge of Nationwide Field Activities Engine (NFAE) - Internal Access database application designed over 20 years ago to manage ATM project planning and execution activities Excellent interpersonal, organizational, and verbal/written communication skills Must be able to work collaboratively and independently Must be able to host / lead vendor and internal calls Desired Qualifications: Python Tableau SQL Other programming languages to facilitate automating or streamlining current processes that utilize numerous Excel spreadsheets and reports to provide metric and performance reporting Skills: Collaboration Project Management Result Orientation Solution Delivery Process Stakeholder Management Analytical Thinking Business Acumen Financial Management Influence Risk Management Agile Practices Architecture Data Management Solution Design Technical Strategy Development Shift: 1st shift (United States of America) Hours Per Week: 40
    $94k-115k yearly est. Auto-Apply 45d ago
  • Market Financial Center Manager

    Bank of America 4.7company rating

    Bank of America job in Saint Louis, MO

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: • Operates as a back up financial center leader within a market • Manages client traffic, engaging and appropriately routing clients, and fostering client retention • Manages business results through formalized management routines and coaching • Creates a world class client experience environment • Manages market-level initiative prescribed by market leaders • Drives operational excellence Required Qualifications: 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability Proven record of balancing risk and making sound decisions while achieving business goals Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Proficiency in computer skills and professional programs (for example, Microsoft Office) Availability to work weekends and/or extended hours as required to run the business Must be able to travel to any financial center within the defined market Desired Qualifications: 1+ years of management experience including hiring, coaching and developing direct reports Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality Bachelor's Degree in related field Bilingual (fluent verbal and written) Skills: • Customer Service Management • Performance Management • Coaching • Customer and Client Focus • Talent Development • Risk Management • Sales Performance Management • Business Operations Management • Recruiting • Result Orientation • Referral Management • Leadership Development • Inclusive Leadership • Prioritization • Problem Solving Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $71k-102k yearly est. Auto-Apply 60d+ ago
  • Senior Business Execution Consultant - Investment Solutions

    Wells Fargo Bank 4.6company rating

    Saint Louis, MO job

    About this role: Wells Fargo is seeking Senior Business Execution Consultant to join the Business Planning & Operational Support team within the Investment Solutions Center of Excellence. The consultant is responsible for developing the strategy, planning and execution of a variety of operational programs, services, and initiatives for the Investment Solutions COE. This individual is focused on centralizing common activities and business routines for the organization by aligning cross departmental teams and creating scalable processes. They will have the opportunity to consult, support and implement standards for LOB financial management, operations, recognition and regulatory procedures. Focused on change management and integrating operations across Investment Solutions COE, this individual will develop metrics and track performance of programs and initiatives, ensuring adherence to appropriate policies and regulations. This individual will add capacity and reduce key person risk for the firm's Form ADV regulatory processes, ensuring timely and accurate updates to all required brochures across our business, and maintaining alignment with applicable SEC requirements. In this role, you will: Organize and execute assigned business projects aligned to our strategic direction Support, document, and coordinate activities related to Form ADV brochure updates, including management workflows, timelines, and partner deliverables across the Business, Compliance, Legal, and Operations Serve as a subject matter contact for all Form ADV processes, maintaining detailed knowledge of the 12 active brochures across our businesses and associated daily, weekly, monthly, quarterly, and annual routines Meeting with key stakeholders when needed to perform initial assessment of problematic situations Formulate recommendations and solutions with attention to resource effectiveness and efficiency Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics Review and research strategies and action plans to establish effective processes while meeting performance metrics, SEC regulatory expectations, and Form ADV reporting requirements Utilize independent judgment to guide moderate risk deliverables Create and present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business Collaborate and consult with leaders and executive management Provide work direction to less experienced Strategy and Execution 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: Brokerage or wealth management experience Knowledge of Investment Advisory Rules and Regulations, SEC regulatory filings, particularly Form ADV or equivalent disclosure documentation Knowledge of Wells Fargo Wealth & Investment Management line of business Management Consulting experience Ability to consult, build, and maintain solid working relationships in and outside of immediate department Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills Good attention to detail and accuracy skills Strong organizational, multi-tasking, and prioritizing skills Strong written and verbal communication skills Excellent Analytical abilities Bachelor's degree in Business, Management, or related fields CFA, CFP and other related financial industry designations Job Expectations: Ability to travel up to 10% of the time. This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. This position is not eligible for Visa sponsorship. Posting Locations: 2801 Market Street - St. Louis, MO 63103 550 S. Tryon Street - Charlotte, NC 28202 800 S. Jordan Creek Pkwy - West Des Moines, IA 50266 550 S. 4th Street - Minneapolis, MN 55415 Required locations listed above. Relocation assistance is not available for this position 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: 25 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 9d ago
  • Research & Adjustments Rep II

    Bank of America 4.7company rating

    Bank of America job in Saint Louis, MO

    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 & Responsibilities: The Research and Adjustments Representative II role is responsible for processing payments, extensive account research and completing maintenance on delinquent and/or charged off Business Lending, Deposit and Consumer Vehicle Lending products. This role requires advanced account review and problem solving skills. Primary responsibilities include loss mitigation of delinquent or charged accounts. Navigates a computerized data entry system and other relevant applications. They understand account terms, regulatory and compliance requirements that apply to the process and are able to work within these guidelines. Also, must adhere to internal operational and financial controls and ensures that they are observed for all assigned cases. May provide support to and training to other researchers within the department. Required Qualifications: Self-motivated and goal oriented Ability to adapt quickly to changes in the environment Must be detail oriented, an independent thinker, and able to handle multiple tasks concurrently Must be able to work in a team environment Ability to navigate multiple computer systems simultaneously Ability to think critically and use sound judgment in decision making Analytical and problem resolution skills Desired Qualifications: Previous Collections or Recovery experience College degree or commensurate work experience preferred Knowledge of Deposit Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $33k-40k yearly est. Auto-Apply 60d+ ago
  • PWM Market Executive

    Bank of America 4.7company rating

    Bank of America job in Saint Louis, MO

    The Private Bank Market Executive (ME) runs the end-to-end business within their respective market and is responsible for developing and implementing the market strategy to drive responsible growth and financial performance of the market, advisor productivity, client engagement/retention and delivering one company with enterprise partners. The ME is expected to instill a culture of responsible growth, proactive risk management and an enterprise mindset across the market through all roles. The ME will also implement the broader Private Bank strategy and key priorities at a local level, adapting to local market dynamics (i.e., cross-LOB presence, competitor footprint, etc.).The ME is accountable for all talent, compensation and resource decisions in their market in conjunction with key partners and is expected to drive employee engagement and talent recruitment and development. The ME also owns decisions in the market around business selection (in partnership with Risk and OCF), client team composition and deal/issue resolution. The ME is fully accountable for effectively managing market's trust risks, adherence to administrative metrics, and ensuring trust policy adherence. All PCAs, PCMs, PMs, and TOs in the market report up through the Market Executive either directly or through a Market Leader and/or Investments/Fiduciary Executive who reports directly to the Market Executive; this is dependent on market size and span of control.Responsibilities:• Drive Responsible Growth in the Market:o Delivers on key business and financial metricso Drives an integrated culture of responsible growth across all roleso Executes against Private Bank strategy and priorities, tailored to local market dynamics and competitor footprinto Ensures sound decision making on business selection in accordance with risk appetiteo Is fully accountable for effectively managing market's trust risks, adherence to administrative metrics, and ensuring trust policy adherenceo Decisions resource allocation in market, including headcount and marketing priorities• Deliver for Clients:o Responsible for client satisfaction and retentiono Drives delivery of the investment and fiduciary platform credit and banking solutions and enterprise capabilities to clientso Owns final decisions on client team composition and book distribution upon advisor departureso Partners with CME to ensure resolution of issues/obstacleso Engages directly with key clients and prospects, including oversight of the at-risk client process and direct engagement with at-risk clients• Talent Management: o Recruits, hires, develops, and retains talento Coaches across roles on driving responsible growth and risk managemento Drives employee engagement and culture of inclusiono Gets to know top and key diverse talent in the market, externally and across BAC lines of businesso Acts quickly to address performance issues• Delivers One Company: o Responsible for delivering the bank to Private Bank clients and prospects, based on their individual needs and goalso Delivers on cross-LOB referral and pull-through targetso Serves as face of Private Bank in the market to enterprise partners, market president team and in the local communityo Drives an enterprise mindset and referral activity across disciplines Required Skills:Required Skills: ▪ FINRA Licenses Required: S7, S66 OR S63 & S65, S24.▪ Strong business judgment and decision making, particularly on issues relating to business selection, risk management, talent and performance management, enterprise partnerships, financial management and problem resolution▪ Demonstrated track record of delivering business results & driving responsible growth▪ Ability to attract, select, develop, and retain top talent across job families▪ Communicates in a clear and compelling manner with employees, clients, and enterprise partners (executive presence)▪ Strong foundational end to end knowledge of the business, including the fiduciary and investment platform, banking and credit products, and industry trends.▪ Bachelor's Degree preferred. Advanced certifications a plus Shift: 1st shift (United States of America) Hours Per Week: 40
    $71k-103k yearly est. Auto-Apply 60d+ ago
  • Private Mortgage Banker (SAFE)

    Wells Fargo 4.6company rating

    Saint Louis, MO job

    **About this role:** Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role you will:** + Participate in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide excellent customer service + Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market + Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans + Understand real estate appraisals, title reports, and real estate transactions + Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs + Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk + Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication + Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements + 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 Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education **Desired Qualifications:** + Basic Microsoft Office skills + Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources + Excellent verbal, written, and interpersonal communication skills + Mortgage industry experience + Knowledge and understanding of sales prospecting and generating referrals + Customer service experience + Experience working with high net-worth clients **Job Expectations:** + 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) website (************************************************* 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 + Completion of formal position specific training programs + Reliable transportation + Ability to work nights, weekends, and/or holidays as needed or scheduled **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. Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs). $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:** 26 Feb 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-512019
    $26k-31k yearly est. 24d ago
  • Market Executive-Emerging Middle Market-Executive Director

    Jpmorgan Chase 4.8company rating

    Clayton, MO job

    You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients. A role as a Market Executive in Emerging Middle Market Banking is for you. As a Market Executive in Emerging Middle Market Banking you will hire and direct team members in their business development efforts to grow and retain profitable banking relationships with Middle Market companies. In this role you will be expected to maintain a portfolio of your own while leading the banking team however the portfolio size is typically smaller in recognition of management responsibilities. Your team will typically include four to six bankers with indirect oversight over an underwriting staff, a sales/marketing assistant, treasury sales officer and client service professionals. Emerging Middle Market generally focuses on companies between $20 million and $100 million in sales size. **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 efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies **Required Qualifications, Capabilities and Skills** + Minimum of ten years account relationship management experience with a focus on business relationships + Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources + Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor + Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships + Excellent verbal and written communications skills; able to effectively communicate clearly and concisely + Creative solution and problem solving abilities and excellent business judgment with the ability to multitask **Preferred Qualifications, Capabilities and Skills** + Bachelor's degree and formal credit training preferred + Strong technology experience; digital background preferred + Excellent organizational, influencing and interpersonal skills + Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $121k-174k yearly est. 4d ago
  • Relationship Banker

    Bank of America Corporation 4.7company rating

    Bank of America Corporation job in Ballwin, MO

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $30k-35k yearly est. 2d ago
  • Business Banking Relationship Manager (Small Business)

    Bank of America 4.7company rating

    Bank of America job in Saint Louis, MO

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture Required Qualifications: Has proven success in consultative sales in financial services or in business-to-business sales Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers Is passionate about outside sales and enjoys spending time prospecting Wants to enhance existing relationships and exceed sales goals Can analyze financial conditions of clients and industry trends Can understand and interpret financial statements and cash flow analysis Has excellent communication skills and demonstrated leadership ability Enjoys partnering and negotiating with a team of bank employees to solve client issues Demonstrated management of a client portfolio with focus on relationship development and deepening Thorough knowledge of small business financial products and services Familiarity with CRM platforms and other banking systems Desired Qualifications: Community leadership Strong computer skills with an ability to multitask in a demanding environment Undergraduate degree in business, finance or economics preferred or seven years relevant work experience Skills: Client Experience Branding Client Management Client Solutions Advisory Customer and Client Focus Pipeline Management Credit Documentation Requirements Financial Analysis Oral Communications Prioritization Written Communications Coaching Interpret Relevant Laws, Rules, and Regulations Prospecting Risk Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $47k-78k yearly est. Auto-Apply 60d+ ago
  • Credit Analyst III- FAM Specialist

    Bank of America 4.7company rating

    Bank of America job in Saint Louis, MO

    Saint Louis, Missouri **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:** The AB (Asset-Based) Portfolio Specialist manages a portfolio of asset-based structured loans in a variety of industries. The AB Portfolio Specialist is responsible for actively monitoring financial and collateral trends and recommending appropriate action. Responsibilities also include reviewing requests for loan modifications, analyzing financial performance, negotiating terms, drafting proposals, reviewing documents, and preparing recommendations for approval. The FAM Specialist ("Specialist") is responsible for the timely completion of accurate financial statement spreads and risk ratings in support of underwriting new credit requests, renewals, and traditional portfolio monitoring. The Specialist will also perform annual reviews on client relationships in alignment with Business Unit policy and procedures. **Responsibilities:** + Build trust and strong relationships and proactively drive engagement with Underwriting, Credit Executive and Client team partners. + Spread and analyze complex financial information, including Personal Financial Statements, Brokerage statements, Personal Tax Returns and Schedule K-1s, Business financials, etc. for high-net-worth clients. + Accurately risk rate clients using regulatory definitions, good credit judgement and the Risk Rating Scorecard tool. + Effectively and concisely communicate spreading and risk ratings outcomes with key business partners. + Understand and leverage tools, systems, and applications used in day-to-day functions such as Excel, Outlook, GUS, Loan IQ, EDR, Risk Rating Scorecard, etc. + Understand and accurately apply risk rating scorecard and spreading guidance. **Required Qualifications:** + Experience: 3-5 years in credit analysis, accounting, financial analysis, or a closely related credit risk role, including financial covenant testing and the ability to interpret and apply Commercial credit agreement terminology and concepts. + Policies and Procedures: 2+ years of credit analysis experience with Commercial credit policies and procedures + Technical Skills: Proficient in interpreting various Commercial loan documents. + Credit Analysis: Strong working knowledge of commercial loan structures and financial statement analysis, including personal financial statements, brokerage statements, rent rolls, and NOI statements; ability to identify and escalate early signs of credit deterioration, within the Commercial credit structure. + Operational Support: Exposure to GMS/Tableau reporting, documentation management, and process improvement. + Project Coordination: Capable of independently running analysis on credit supported small projects and streamlining team operations. + Systems Knowledge: Working proficiency with Commercial loans, collateral, client data and workflow systems along with SharePoint, and Adobe Acrobat. **Desired Qualifications:** + Bachelor's degree in Accounting, Finance or equivalent experience + System knowledge of LIQ, PACE, GMS, GUS, EDR, Genesis, Image Trust, Navigator, SharePoint , KYC, Adobe Acrobat Standard **Skills:** + Attention to Detail + Client Management + Decision Making + Underwriting + Credit Documentation Requirements + Critical Thinking + Portfolio Management + Problem Solving + Written Communications + Financial Analysis + Negotiation **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.
    $46k-70k yearly est. 60d+ ago
  • Wealth Management Client Associate

    Bank of America 4.7company rating

    Bank of America job in Clayton, MO

    Clayton, Missouri **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************ **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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 **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 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.
    $41k-51k yearly est. 59d ago
  • Senior Home Lending Advisor - Edwardsville IL

    Jpmorgan Chase 4.8company rating

    Edwardsville, IL 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: ********************************************************************** 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** Edwardsville,IL $15.00 - $15.00 / hour; Fairview Heights,IL $15.00 - $15.00 / hour; Alton,IL $15.00 - $15.00 / hour; Belleville,IL $15.00 - $15.00 / hour
    $15-15 hourly 60d+ ago

Learn more about Bank of America jobs

Most common locations at Bank of America