Application Deadline:
01/30/2026
Address:
VIRTUAL(U)13 - HomeRes - IL
Job Family Group:
Wealth Sales & Service
This is a 100% remote opportunity!
Work Schedule: Monday - Friday, Operating hours are 10 am - 7 pm Central Time
(schedule is mostly flexible throughout the week, however you must be available to work the 10-7pm CST shift as needed)
Licensed Position
:
Active Series 7, 66 or 7,63+65 and Life and Health are Required for this role
Financial Advisor
This role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client's financial goals are met. You will provide a superior client onboarding experience, actively reviewing client portfolios and preparing and presenting appropriate investment solutions by leveraging various tools provided by the bank. Being the first point of client contact, the Financial Advisor's core mandate is to provide investment recommendations based of client suitability, time frame and goals. The Financial Advisor has the ultimate goal of building and solidifying customer loyalty while deepening client relationships.
Customer
Understanding financial markets and recognize when to provide clients advice
Builds trust and strong customer relationships by educating them on acceptable risks and performance expectations that help them achieve their financial goals.
Maintains excellent client relationships and creates customized action plans to assist customers to achieve their financial goals.
Investment product subject matter expert (15 product categories)
Mutual Funds
Annuities
Managed Accounts
Marked Linked CDs
Unit Investment Trust
Retirement planning
Fee Based Account annual reviews
Financial
Responsible for the continued growth of the portfolio
Meet monthly sales goal
Outside Asset Gathering (i.e., prospecting from existing and net new clients)
Advice on Maturities
Uncovering uninvested opportunities
Asset Retention
Manage direct client relationships and maintaining a group of clients with total assets of $100MM
Risk
Adhering to internal and FINRA (Financial Industry Regulatory Authority) Audit requirements
The Advisor is to act as the gatekeeper and is responsible for various approvals in order to satisfy industry regulators
Financial Advice
Investment Reviews
Developing Financial Plans
Solution Positioning
Protecting client Personal Information
AML (Anti Money Laundering)
Implementing further AML requirements on house and assigned accounts
Trading
Accuracy
Discipline order/confirmation
Determine need for the trade
Adhere to (BIC) Best Interest Contract for every recommendation
Be current and adapting the constantly changing regulatory environment
Possess strong knowledge and act as resource on software including LPL's ClientWorks, SalesForce, and Moneyguide-Pro
Accountabilities / Decision Making / Scope & Impact
Decision Making -- Provide investment recommendations based off client suitability, time frame, and goals
Provides wealth and investment-related sales and service to BMO customers or prospects. Understands customer needs to provide wealth and investment advice, strategies, and products in the best interest of the customer.
Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups.
Understanding and ability to explain Cost Basis, Tax documents, IRA (Individual Retirement Account) RMD (Required Minimum Distribution) withdrawals and early withdrawal penalties
Attest to client accounts and all regulatory sign offs
Influence - Authority to impact Investment Advice in accordance with the BIS offer and applicable securities regulations
This role has direct impact on the achievement of key business unit objectives
Knowledge and Skills
University Degree with a minimum of 3-5 years of financial industry experience
Series 7 and 66 or (7, 63 and 65) and insurance licenses (life and health)
U4 clear background check requirements
Continuing Education - FINRA and BMO administered
Why you'll love growing your career here
Customizable benefits, and performance bonuses
Work in a digitally focused environment where you'll use innovative tools
Strengthen your skillsets with access to professional tools, resources, in-depth training and ongoing manager support
As North American's eighth largest bank serving customers for 200+ years, connect with thousands of employees to build your professional network and explore more opportunities
Salary:
$46,000.00 - $85,200.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$46k-85.2k yearly Auto-Apply 14d ago
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Vice President; Investment Banker
Bank of America 4.7
New York, NY jobs
New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************
**Job Description:**
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!
**Responsibilities**
+ Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
+ Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
+ Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
+ Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.
+ Oversee analysts and associates on client coverage, origination, and transaction execution teams.
+ Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.
+ Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
+ Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.
+ Handling global bank/bulge bracket investment banking transactions.
+ Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.
+ Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.
+ Conduct due diligence in connection with investment banking transactions.
+ Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
+ Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
+ Remote work may be permitted within a commutable distance from the worksite.
**Required Skills & Experience**
+ Master's degree or equivalent in Economics, Business Administration, Finance, or related: and
+ 3 years of experience in the job offered or a related Finance occupation.
+ Must include 3 years of experience in each of the following:
+ Global bank/bulge bracket investment banking transactions;
+ Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;
+ Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;
+ Conducting due diligence in connection with investment banking transactions;
+ Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,
+ Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
+ In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
+ 10% domestic travel required, as necessary.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
**EMPLOYER:** BofA Securities, Inc.
**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.
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
This position is accountable to make and receive complex calls to customers who have become delinquent and lead collections for various products with past due or charged-off loans, line of credit and overdrawn deposit accounts to resolve delinquency while adhering to department and regulatory guidelines. This role will work closely and collaboratively with market personnel to resolve delinquency. This person is expected to have effective conversations with our Diversified Financial Service Division customers to uncover the reason for delinquency and provide appropriate solutions to cure the delinquency while remaining in control of the call and providing a superior customer experience.
About This Role:
Make outbound calls to customers.
Negotiate customer payment options to cure complex delinquency.
Document
I
effectuate
I
monitor formalized payment plans.
Receive and manage inbound customer calls for all products and markets for Diversified Financial Service Division customers.
Provide administrative expertise and support for account management, risk management, compliance, regulatory and audit with adherence to department policies and procedures and state and federal regulations.
Locates asset and current address information to assist litigation efforts (skip tracing).
Understands and adheres to all DFS policies, laws, and regulations applicable to the role.
Work with attorneys and law firms to manage accounts through legal processes such as foreclosure/repossession and compile, execute and review all information/documents needed for court proceedings.
Process UCC's including amendments, continuations, requesting/obtaining driver's licenses, terminations, lien searches and partial releases and then document UCC information in InfoLease or Rapport, scanning any necessary copies into Sentry File for future use or retrieval.
Secure and maintain adequate proof of physical damage insurance for financed equipment and proof of liability coverage on designated leases.
Locates and prepares accounts that need 1099's filed.
Enforces all lease, loan, and guaranty provisions in a timely and professional manner.
The Ideal Candidate for This Role:
Collections experience and/or customer service of banking products.
Strong negotiation, problem solving and conflict resolution skills.
Complete special projects relating to Collections as assigned, within allotted time frames and be accountable for continuous best efforts in such projects.
Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.
Complete compliance training and adhere to internal procedures and controls, as required. Report any known violations of compliance policy, laws, or regulations. Report any suspicious customer and/or account activity.
Professionalism/Attendance: Exhibit professional behavior and promote positive working relationships. Maintain regular and predictable attendance in alignment with departmental/divisional policy.
Adapt positively in a constantly changing and regulatory driven environment.
Ability to work independently and in a small team environment.
Working knowledge of Microsoft Office products.
High School Graduate/GED
Understanding of collection procedures.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $36,720.00-$58,752.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work remotely, offering you the freedom to contribute to our mission from wherever you work best, without compromising on career growth or connection to our team. Regardless of your location, you'll be fully integrated into our team through robust digital collaboration tools and regular communication. The incumbent can work remotely from any of the states listed on the job posting, though occasional travel may be required for in-person meetings. Please note, work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251575
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$36.7k-58.8k yearly Auto-Apply 11d ago
Treasury Management Svcs Specialist 3
Huntington National Bank 4.4
Columbus, OH jobs
This Treasury Management Services Specialist 3 position in the ACH Department will assist with various functions that occur with day to day ACH processing. ACH processing is an electronic method for transferring credits and debits between financial institutions.
Work hours for this position are Monday-Friday from 10:00am- 6:30pm EST.
Duties & Responsibilities:
Assist with processing inbound and outbound files meeting all established Federal Reserve deadlines. Meets Service Level Agreements for fraud, release date funding's, resets, risk, rejects, answering customer calls, research, GL entries, and inputs of ACH setup and maintenance in the PEP+ system.
Fully cross trained and perform all department functions consistently meeting or exceeding established level of service level agreements and department standards for individual productivity and accuracy.
Knowledge of ACH processing, understand NACHA rules to perform research function.
Perform Quality Review on completed work.
Ability to recognize and quickly fill production gaps as needed with minimal supervision.
Ability to increase personal productivity levels as needed to meet the department processing deadlines.
Communicates with internal colleagues and external customers via email or phone and written correspondence; exchange information and resolve ACH research issues by researching solutions and identifying the best plan of action. Manage changing priorities with ease and remain poised and professional when facing resistance or challenge.
Provide excellent customer service.
Adheres to Bank Policy and Procedures.
Complies with Regulatory Requirements.
Follows effective controls and processes to ensure risks are measured, monitored, and controlled.
Ability to follow processes.
Performs other duties as assigned.
Basic Qualifications:
High School diploma
3+ years of experience in banking/financial services
Preferred Qualifications:
Financial Institution related experience preferred.
High degree of individual initiative and ability to work both independently and as a member of a team on multiple tasks and meet fast paced required deadlines.
Excellent organization and prioritization skills with the ability to independently refocus based on changing workload.
Experience working with other departments to quickly resolve outstanding items.
Detail Oriented.
Excellent written, verbal, and listening communication skills.
MS Office Suite products (Excel, Word, Access), PEP+, TMIS, Passport, and Monarch experience preferred.
#LI-Hybrid
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$70k-90k yearly est. Auto-Apply 17d ago
Head of Merchant Private Capital
U.S. Bank 4.6
Remote
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
Job Description
The Head of Merchant Private Capital will lead the private equity investment strategy for the Merchant Payment Services in collaboration with U.S. Bank's Institutional Client Group (“ICG”). This executive will be responsible for driving penetration and adoption of merchant services solutions within investment opportunities and portfolio companies.
Key Responsibilities
Develop and implement Merchant Payment Services ICG private capital strategy
Work with ICG bank partners to optimize their existing portfolio, providing oversight and support to portfolio companies to drive value creation and growth from merchant opportunities
Build consultative relationships with limited partners, private capital investors, and co-investors.
Monitor industry trends, regulatory changes, and market dynamics impacting the payments and fintech sectors.
Collaborate with internal teams across finance, legal, product and operations to ensure seamless execution of transactions and integration with partners.
Represent the organization at industry events, conferences, and networking opportunities to enhance brand visibility and deal flow.
Required Skills
Strong financial acumen
Excellent negotiation, communication, and presentation abilities.
Deep understanding of private capital companies, the payments industry, fintech ecosystem, and emerging trends.
Ability to build and maintain relationships with private capital investors, stakeholders, and portfolio company management teams.
High level of integrity, professionalism, and strategic thinking.
Experience Requirements
Minimum of 10 years' experience in private capital, investment banking, venture capital, or corporate development, with a strong track record of successful deal execution.
Extensive experience in the payments sector across multiple verticals, financial services, or FinTechs.
Demonstrated success within private capital investment teams and managing complex transactions.
Bachelor's degree in Finance, Business, Economics or related field; MBA or advanced degree preferred.
Merchant experience across multiple industries such as Telecom, Technology, Insurance, Manufacturing and Consumer Retail.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $143,905.00 - $169,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$47k-71k yearly est. Auto-Apply 6d ago
Treasury Management Advisor III- Corporate
Huntington Bancshares Inc. 4.4
Denver, CO jobs
As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation.
In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations.
Duties & Responsibilities
* Strategic Business Development: Target and win opportunities with large, complex clients using advanced consultative selling techniques
* Existing Client Management: Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needs
* Customized Solution Design: Lead the design of complex treasury solutions, coordinating with product specialists to address client needs
* Product Pricing and Structuring: Develop and implement competitive pricing strategies and product structures tailored to meet the specific client needs
* Negotiation & Deal Closing: Handle negotiations on pricing, contracts, and service-level agreements
* Implementation Oversight: Ensure seamless transition from sales to implementation, coordinating with various teams
* Client Portfolio Leadership: Oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions
* Risk Management & Compliance: Manage risk and ensure compliance with relevant regulations
* Sales Performance Management: Maintain and manage weekly and monthly sales results, ensuring timely and accurate pipeline management and monitoring to achieve sales targets
* Strategic Contribution: Contribute to high-level sales strategy and product development feedback
Basic Qualifications:
* 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint.
* 8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment.
* Bachelor's degree in business or related field
Preferred Qualifications:
* Proven leadership and mentoring capabilities
* Strong understanding of risk management and regulatory awareness
* Certified Treasury Professional (CTP) or equivalent high-level treasury certification
* Master's degree (MBA or similar) in a relevant field
* Recognition for outstanding performance in treasury services sales or corporate banking
* Established network of industry contacts and involvement in industry associations
* Deep knowledge of treasury services/products and industry applications
* Proven high sales performance and client relationship growth
* Excellent communication, negotiation and presentation skills
* Strong analytical and strategic planning abilities
* Proficient in treasury technology and systems
#LI-Hybrid
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Applications Accepted Through:
01/23/2026
Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled.
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$93,000.00 - $189,000.00 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$42k-61k yearly est. Auto-Apply 16d ago
Ascent Senior Trust Officer
U.S. Bank 4.6
Remote
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards.
Basic Qualifications
Bachelor's degree, or equivalent work experience
10 or more years of experience in Trust administration
Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program
Preferred Skills/Experience
Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts
Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
Strong project and information management skills
Strong organizational, analytical and problem-solving skills
Basic leadership and team-building skills
Excellent interpersonal, verbal and communication skills
Well-developed customer service/relations skills
Preferred Location
Remote based in Madison, Wisconsin Market
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$111.6k-131.3k yearly Auto-Apply 6d ago
Senior Data Analyst - Sanctions Screening Center of Excellence
Bank of America 4.7
Charlotte, NC jobs
Charlotte, North Carolina;Richmond, Virginia; Scranton, Pennsylvania **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 ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance.
**Line of Business Description:**
About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions.
**Responsibilities:**
+ Primary responsibility is to create / update business rules to minimize the false-positive Sanctions alerts to improve efficiency and effectives of the CoE's alert review process.
+ Manage the multiple on-going initiatives by attending calls from various projects, understand the Sanctions needs from the projects, Provide requirements to the projects and track the status of these projects.
+ Analyze alerts on a daily basis to chalk out strategies to reduce the false-positives, using different pattern matching and trending techniques
+ Assist in on-boarding new applications / Clients into the Sanctions screening platform requiring detailed discussions with various lines of businesses in understanding the nature and type of data received from and assist in data mapping into standard formats acceptable for Sanctions screening
+ Ability to query & analyze the data required for ad hoc requirements on the fly and generate reports for the team to use.
+ Work with technology teams for requirements / testing and implementing changes to improve / automate CoE processes
+ Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set
+ Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship
+ Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform
+ Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform
+ Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents
**Required Qualifications:**
+ Bachelor's degree in Computer Science, Data Management, Statistics or related fields
+ Intermediate knowledge in SQL and using tools like TOAD
+ Awareness of AI / Machine learning concepts and ability to implement such strategies
+ Experience in data analytics and interpretation of large volumes of data
+ Scripting experience with any language like Python, Java, VB
**Desired Qualifications:**
+ Experience in Sanctions / AML processes
+ Data transformation / formatting experience and able to work with data in different formats
+ Knowledge of Economic Sanctions programs requirements
+ Experience in Global Banking & Markets business process
+ Experience in Sanctions screening applications like Fircosoft
+ Logical thinking capabilities with a technical mind-set
+ Advanced knowledge in using Microsoft Excel and MS Access
+ Knowledge in using Microsoft products Word, Outlook, Power-point and Visio
+ Knowledge of PowerBI /Tableau
+ Ability to prioritize, use own initiative, make quick decisions, be flexible and work independently
+ Ability to work remotely, with teams spread globally, under pressure, meet deadlines and navigate change
+ Ability to work and interact with people from a diverse range of backgrounds and opinions
**Skills:**
+ Data Collection and Entry
+ Data Management
+ Data Modeling
+ Issue Management
+ Policies, Procedures, and Guidelines Management
+ Analytical Thinking
+ Collaboration
+ Data Governance
+ Data Quality Management
+ Data and Trend Analysis
+ Business Acumen
+ Controls Management
+ Production Support
+ Regulatory Compliance
+ Solution Design
**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.
$85k-109k yearly est. 60d+ ago
Pricing & Credit Model Analyst (Hybrid Position)
Santander 4.8
Dallas, TX jobs
) Country: United States of America
It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Sr. Specialist, Pricing & Credit Model Analyst is responsible for developing pricing and risk-based models to optimize Auto loan pricing strategies. This role also involves development and maintenance of sophisticated empirical models - including credit scoring models. The position is highly quantitative in nature and requires an individual capable of taking a "hands-on" approach to data analysis. You will work closely with credit risk, finance, data science, and product teams to deliver actionable insights that balance risk, profitability, and competitiveness.
This position blends strategic business problem solving with quantitative modeling expertise. You will work closely with leadership to translate complex data insights into clear business actions.
Develops a thorough understanding of the firm's operations and business practices.
Applies statistical techniques to analyze trends and uncover risks and opportunities relative to portfolio management and originations.
Utilizes data mining and statistical techniques to develop analytic insights, sound hypotheses, and informed recommendations.
Develop pricing frameworks that balance yield, risk, and volume objectives. Incorporate credit risk, customer behavior, collateral trend and market data into pricing algorithms.
Develop actionable recommendations to improve underwriting strategy, portfolio performance, and credit policies.
Explore opportunity to enhance Dealer Management program to grow our business with top-performing partners.
Participates in the construction of complex mathematical models - including credit origination and customer behavior scorecards - which directly support critical decision-making processes.
Contribute to continuous process improvements in data quality, reporting, and automation.
Liaisons with IT and other internal teams to define requirements and ensure the timely and accurate delivery of data elements for analytic projects, changes to Pricing & Policy.
Encapsulates analytic findings into executive-level summary documents to support senior management decision-making.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree or equivalent work experience: Statistics, Economics, Operations Research, Applied Mathematics, or a related quantitative discipline required or equivalent experience - Required.
Master's Degree Statistics, Economics, Operations Research, Applied Mathematics, or a related quantitative discipline required or equivalent experience. - Preferred.
Ph.D. Statistics, Economics, Operations Research, Applied Mathematics, or a related quantitative discipline required or equivalent experience - Preferred.
3+ Years Analytics in Financial Services Industry or equivalent. - Required.
3+ Years Indirect subprime Auto Financial Services Industry experience. - Preferred.
3+ Years Prior experience developing credit scoring models preferred. - Preferred.
Familiarity with logistic regression models, segmentation and variable reduction techniques, hypothesis testing, neural networks, design of experiments, ANOVA, decision trees, and linear regression.
Prior experience working with credit bureau data preferred.
Demonstrated ability to use SQL and SAS to extract data from multiple data sources. Working knowledge of Python/R preferred.
Demonstrated ability to merge, concatenate, and prepare extremely large datasets for statistical analysis and mathematical model development.
Demonstrated ability to create complex pivot tables in MS Excel.
Ability to effectively explain advanced mathematical concepts, techniques, and analyses to a business audience.
Ability to translate analysis into a clear business plan.
Strong written and verbal communication skills.
Ability to maintain confidentiality.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
**Location: Dallas, Texas. Hybrid role requiring up to 3 days/week in the office.**
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$65,625.00 USD
Maximum:
$145,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$65.6k-145k yearly Auto-Apply 3d ago
Non Bank MLO
U.S. Bank 4.6
Remote
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionOriginates mortgage loans in an assigned non-bank territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval. Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations. Incumbents are expected to spend at least 50% of their time conducting their activities away from U.S. Bank locations.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Basic Qualifications
- High school diploma or equivalent
- Minimum one year of mortgage, sales, real estate, or banking experience
- Ability to travel Preferred Skills/Experience
- Well-developed sales ability
- Basic knowledge of pricing and underwriting requirements of various mortgage insurance companies
- Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training or some real estate brokerage experience
- Basic knowledge of local, state and national laws (e.g., zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.)
- Ability to work independently
- Ability to analyze financial information
- Effective verbal and written communication skills
- Established referral base within assigned market preferred
-This position also requires 2 or more hours of driving per week- add to all internal and external postings.
-Established referral base within assigned market preferred
-2 years of mortgage loan origination experience with proven results
-This role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$20-20 hourly Auto-Apply 31d ago
Vice President; Global Markets Risk Manager
Bank of America 4.7
New York, NY jobs
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!
Responsibilities:
Report and monitor positions against market risk metrics and limits.
Liaise closely with trading desks to understand market trends in relation to portfolio changes.
Review and challenge risks related to new products, structured transactions and business strategies.
Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators.
Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability.
Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure.
Identify issues in both historical market data, security reference data, and front office pricing.
Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models.
Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience:
Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and
5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
Must include 5 years of experience in each of the following:
Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output;
Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis;
Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and;
Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: Bank of America N.A.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$160,000.00 - $170,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$160k-170k yearly Auto-Apply 6d ago
Public Finance Investment Banking Analyst
First National Bank of Omaha 4.5
Remote
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
This position is accountable to make and receive complex calls to customers who have become delinquent and lead collections for various products with past due or charged-off loans, line of credit and overdrawn deposit accounts to resolve delinquency while adhering to department and regulatory guidelines. This role will work closely and collaboratively with market personnel to resolve delinquency. This person is expected to have effective conversations with our Diversified Financial Service Division customers to uncover the reason for delinquency and provide appropriate solutions to cure the delinquency while remaining in control of the call and providing a superior customer experience.
About This Role:
Make outbound calls to customers.
Negotiate customer payment options to cure complex delinquency.
Document
I
effectuate
I
monitor formalized payment plans.
Receive and manage inbound customer calls for all products and markets for Diversified Financial Service Division customers.
Provide administrative expertise and support for account management, risk management, compliance, regulatory and audit with adherence to department policies and procedures and state and federal regulations.
Locates asset and current address information to assist litigation efforts (skip tracing).
Understands and adheres to all DFS policies, laws, and regulations applicable to the role.
Work with attorneys and law firms to manage accounts through legal processes such as foreclosure/repossession and compile, execute and review all information/documents needed for court proceedings.
Process UCC's including amendments, continuations, requesting/obtaining driver's licenses, terminations, lien searches and partial releases and then document UCC information in InfoLease or Rapport, scanning any necessary copies into Sentry File for future use or retrieval.
Secure and maintain adequate proof of physical damage insurance for financed equipment and proof of liability coverage on designated leases.
Locates and prepares accounts that need 1099's filed.
Enforces all lease, loan, and guaranty provisions in a timely and professional manner.
The Ideal Candidate for This Role:
Collections experience and/or customer service of banking products.
Strong negotiation, problem solving and conflict resolution skills.
Complete special projects relating to Collections as assigned, within allotted time frames and be accountable for continuous best efforts in such projects.
Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.
Complete compliance training and adhere to internal procedures and controls, as required. Report any known violations of compliance policy, laws, or regulations. Report any suspicious customer and/or account activity.
Professionalism/Attendance: Exhibit professional behavior and promote positive working relationships. Maintain regular and predictable attendance in alignment with departmental/divisional policy.
Adapt positively in a constantly changing and regulatory driven environment.
Ability to work independently and in a small team environment.
Working knowledge of Microsoft Office products.
High School Graduate/GED
Understanding of collection procedures.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $36,720.00-$58,752.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work remotely, offering you the freedom to contribute to our mission from wherever you work best, without compromising on career growth or connection to our team. Regardless of your location, you'll be fully integrated into our team through robust digital collaboration tools and regular communication. The incumbent can work remotely from any of the states listed on the job posting, though occasional travel may be required for in-person meetings. Please note, work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251575
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$36.7k-58.8k yearly Auto-Apply 10d ago
Treasury Management Advisor III- Corporate
Huntington National Bank 4.4
Indianapolis, IN jobs
As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation.
In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations.
Duties & Responsibilities
+ Strategic Business Development : Target and win opportunities with large, complex clients using advanced consultative selling techniques
+ Existing Client Management: Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needs
+ Customized Solution Design : Lead the design of complex treasury solutions, coordinating with product specialists to address client needs
+ Product Pricing and Structuring : Develop and implement competitive pricing strategies and product structures tailored to meet the specific client needs
+ Negotiation & Deal Closing : Handle negotiations on pricing, contracts, and service-level agreements
+ Implementation Oversight : Ensure seamless transition from sales to implementation, coordinating with various teams
+ Client Portfolio Leadership : Oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions
+ Risk Management & Compliance : Manage risk and ensure compliance with relevant regulations
+ Sales Performance Management : Maintain and manage weekly and monthly sales results, ensuring timely and accurate pipeline management and monitoring to achieve sales targets
+ Strategic Contribution : Contribute to high-level sales strategy and product development feedback
Basic Qualifications:
+ 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint.
+ 8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment.
+ Bachelor's degree in business or related field
Preferred Qualifications:
+ Proven leadership and mentoring capabilities
+ Strong understanding of risk management and regulatory awareness
+ Certified Treasury Professional (CTP) or equivalent high-level treasury certification
+ Master's degree (MBA or similar) in a relevant field
+ Recognition for outstanding performance in treasury services sales or corporate banking
+ Established network of industry contacts and involvement in industry associations
+ Deep knowledge of treasury services/products and industry applications
+ Proven high sales performance and client relationship growth
+ Excellent communication, negotiation and presentation skills
+ Strong analytical and strategic planning abilities
+ Proficient in treasury technology and systems
#LI-Hybrid
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Applications Accepted Through:
01/23/2026
Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled.
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$93,000.00 - $189,000.00 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$40k-60k yearly est. 60d+ ago
Senior Data Analyst - Sanctions Screening Center of Excellence
Bank of America 4.7
Charlotte, NC jobs
Charlotte, North Carolina;Richmond, Virginia; Scranton, Pennsylvania **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 ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance.
**Line of Business Description:**
About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions.
**Responsibilities:**
+ Primary responsibility is to create / update business rules to minimize the false-positive Sanctions alerts to improve efficiency and effectives of the CoE's alert review process.
+ Manage the multiple on-going initiatives by attending calls from various projects, understand the Sanctions needs from the projects, Provide requirements to the projects and track the status of these projects.
+ Analyze alerts on a daily basis to chalk out strategies to reduce the false-positives, using different pattern matching and trending techniques
+ Assist in on-boarding new applications / Clients into the Sanctions screening platform requiring detailed discussions with various lines of businesses in understanding the nature and type of data received from and assist in data mapping into standard formats acceptable for Sanctions screening
+ Ability to query & analyze the data required for ad hoc requirements on the fly and generate reports for the team to use.
+ Work with technology teams for requirements / testing and implementing changes to improve / automate CoE processes
+ Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set
+ Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship
+ Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform
+ Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform
+ Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents
**Required Qualifications:**
+ Bachelor's degree in Computer Science, Data Management, Statistics or related fields
+ Intermediate knowledge in SQL and using tools like TOAD
+ Awareness of AI / Machine learning concepts and ability to implement such strategies
+ Experience in data analytics and interpretation of large volumes of data
+ Scripting experience with any language like Python, Java, VB
**Desired Qualifications:**
+ Experience in Sanctions / AML processes
+ Data transformation / formatting experience and able to work with data in different formats
+ Knowledge of Economic Sanctions programs requirements
+ Experience in Global Banking & Markets business process
+ Experience in Sanctions screening applications like Fircosoft
+ Logical thinking capabilities with a technical mind-set
+ Advanced knowledge in using Microsoft Excel and MS Access
+ Knowledge in using Microsoft products Word, Outlook, Power-point and Visio
+ Knowledge of PowerBI /Tableau
+ Ability to prioritize, use own initiative, make quick decisions, be flexible and work independently
+ Ability to work remotely, with teams spread globally, under pressure, meet deadlines and navigate change
+ Ability to work and interact with people from a diverse range of backgrounds and opinions
**Skills:**
+ Data Collection and Entry
+ Data Management
+ Data Modeling
+ Issue Management
+ Policies, Procedures, and Guidelines Management
+ Analytical Thinking
+ Collaboration
+ Data Governance
+ Data Quality Management
+ Data and Trend Analysis
+ Business Acumen
+ Controls Management
+ Production Support
+ Regulatory Compliance
+ Solution Design
**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.
$85k-109k yearly est. 5d ago
Treasury Management Svcs Specialist 3
Huntington Bancshares Inc. 4.4
Birmingham, MI jobs
This Treasury Management Services Specialist 3 position in the ACH Department will assist with various functions that occur with day to day ACH processing. ACH processing is an electronic method for transferring credits and debits between financial institutions.
Work hours for this position are Monday-Friday from 10:00am- 6:30pm EST.
Duties & Responsibilities:
* Assist with processing inbound and outbound files meeting all established Federal Reserve deadlines. Meets Service Level Agreements for fraud, release date funding's, resets, risk, rejects, answering customer calls, research, GL entries, and inputs of ACH setup and maintenance in the PEP+ system.
* Fully cross trained and perform all department functions consistently meeting or exceeding established level of service level agreements and department standards for individual productivity and accuracy.
* Knowledge of ACH processing, understand NACHA rules to perform research function.
* Perform Quality Review on completed work.
* Ability to recognize and quickly fill production gaps as needed with minimal supervision.
* Ability to increase personal productivity levels as needed to meet the department processing deadlines.
* Communicates with internal colleagues and external customers via email or phone and written correspondence; exchange information and resolve ACH research issues by researching solutions and identifying the best plan of action. Manage changing priorities with ease and remain poised and professional when facing resistance or challenge.
* Provide excellent customer service.
* Adheres to Bank Policy and Procedures.
* Complies with Regulatory Requirements.
* Follows effective controls and processes to ensure risks are measured, monitored, and controlled.
* Ability to follow processes.
* Performs other duties as assigned.
Basic Qualifications:
* High School diploma
* 3+ years of experience in banking/financial services
Preferred Qualifications:
* Financial Institution related experience preferred.
* High degree of individual initiative and ability to work both independently and as a member of a team on multiple tasks and meet fast paced required deadlines.
* Excellent organization and prioritization skills with the ability to independently refocus based on changing workload.
* Experience working with other departments to quickly resolve outstanding items.
* Detail Oriented.
* Excellent written, verbal, and listening communication skills.
* MS Office Suite products (Excel, Word, Access), PEP+, TMIS, Passport, and Monarch experience preferred.
#LI-Hybrid
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$81k-104k yearly est. Auto-Apply 18d ago
Vice President; Global Markets Risk Manager
Bank of America 4.7
New York, NY jobs
New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************
**Job Description:**
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!
**Responsibilities:**
+ Report and monitor positions against market risk metrics and limits.
+ Liaise closely with trading desks to understand market trends in relation to portfolio changes.
+ Review and challenge risks related to new products, structured transactions and business strategies.
+ Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators.
+ Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability.
+ Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure.
+ Identify issues in both historical market data, security reference data, and front office pricing.
+ Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models.
+ Remote work may be permitted within a commutable distance from the worksite.
**Required Skills & Experience:**
+ Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and
+ 5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
+ Must include 5 years of experience in each of the following:
+ Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output;
+ Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis;
+ Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and;
+ Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
**EMPLOYER:** Bank of America N.A.
**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.
$119k-156k yearly est. Easy Apply 5d ago
Financial Advisor
BMO Harris Bank 4.1
Arizona jobs
Application Deadline:
01/30/2026
Address:
VIRTUAL(U)13 - HomeRes - IL
Job Family Group:
Wealth Sales & Service
This is a 100% remote opportunity!
Work Schedule: Monday - Friday, Operating hours are 10 am - 7 pm Central Time
(schedule is mostly flexible throughout the week, however you must be available to work the 10-7pm CST shift as needed)
Licensed Position
:
Active Series 7, 66 or 7,63+65 and Life and Health are Required for this role
Financial Advisor
This role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client's financial goals are met. You will provide a superior client onboarding experience, actively reviewing client portfolios and preparing and presenting appropriate investment solutions by leveraging various tools provided by the bank. Being the first point of client contact, the Financial Advisor's core mandate is to provide investment recommendations based of client suitability, time frame and goals. The Financial Advisor has the ultimate goal of building and solidifying customer loyalty while deepening client relationships.
Customer
Understanding financial markets and recognize when to provide clients advice
Builds trust and strong customer relationships by educating them on acceptable risks and performance expectations that help them achieve their financial goals.
Maintains excellent client relationships and creates customized action plans to assist customers to achieve their financial goals.
Investment product subject matter expert (15 product categories)
Mutual Funds
Annuities
Managed Accounts
Marked Linked CDs
Unit Investment Trust
Retirement planning
Fee Based Account annual reviews
Financial
Responsible for the continued growth of the portfolio
Meet monthly sales goal
Outside Asset Gathering (i.e., prospecting from existing and net new clients)
Advice on Maturities
Uncovering uninvested opportunities
Asset Retention
Manage direct client relationships and maintaining a group of clients with total assets of $100MM
Risk
Adhering to internal and FINRA (Financial Industry Regulatory Authority) Audit requirements
The Advisor is to act as the gatekeeper and is responsible for various approvals in order to satisfy industry regulators
Financial Advice
Investment Reviews
Developing Financial Plans
Solution Positioning
Protecting client Personal Information
AML (Anti Money Laundering)
Implementing further AML requirements on house and assigned accounts
Trading
Accuracy
Discipline order/confirmation
Determine need for the trade
Adhere to (BIC) Best Interest Contract for every recommendation
Be current and adapting the constantly changing regulatory environment
Possess strong knowledge and act as resource on software including LPL's ClientWorks, SalesForce, and Moneyguide-Pro
Accountabilities / Decision Making / Scope & Impact
Decision Making -- Provide investment recommendations based off client suitability, time frame, and goals
Provides wealth and investment-related sales and service to BMO customers or prospects. Understands customer needs to provide wealth and investment advice, strategies, and products in the best interest of the customer.
Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups.
Understanding and ability to explain Cost Basis, Tax documents, IRA (Individual Retirement Account) RMD (Required Minimum Distribution) withdrawals and early withdrawal penalties
Attest to client accounts and all regulatory sign offs
Influence - Authority to impact Investment Advice in accordance with the BIS offer and applicable securities regulations
This role has direct impact on the achievement of key business unit objectives
Knowledge and Skills
University Degree with a minimum of 3-5 years of financial industry experience
Series 7 and 66 or (7, 63 and 65) and insurance licenses (life and health)
U4 clear background check requirements
Continuing Education - FINRA and BMO administered
Why you'll love growing your career here
Customizable benefits, and performance bonuses
Work in a digitally focused environment where you'll use innovative tools
Strengthen your skillsets with access to professional tools, resources, in-depth training and ongoing manager support
As North American's eighth largest bank serving customers for 200+ years, connect with thousands of employees to build your professional network and explore more opportunities
Salary:
$46,000.00 - $85,200.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$46k-85.2k yearly Auto-Apply 14d ago
Treasury Management Advisor III- Corporate
Huntington Bancshares Inc. 4.4
Chicago, IL jobs
As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation.
In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations.
Duties & Responsibilities
* Strategic Business Development: Target and win opportunities with large, complex clients using advanced consultative selling techniques
* Existing Client Management: Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needs
* Customized Solution Design: Lead the design of complex treasury solutions, coordinating with product specialists to address client needs
* Product Pricing and Structuring: Develop and implement competitive pricing strategies and product structures tailored to meet the specific client needs
* Negotiation & Deal Closing: Handle negotiations on pricing, contracts, and service-level agreements
* Implementation Oversight: Ensure seamless transition from sales to implementation, coordinating with various teams
* Client Portfolio Leadership: Oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions
* Risk Management & Compliance: Manage risk and ensure compliance with relevant regulations
* Sales Performance Management: Maintain and manage weekly and monthly sales results, ensuring timely and accurate pipeline management and monitoring to achieve sales targets
* Strategic Contribution: Contribute to high-level sales strategy and product development feedback
Basic Qualifications:
* 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint.
* 8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment.
* Bachelor's degree in business or related field
Preferred Qualifications:
* Proven leadership and mentoring capabilities
* Strong understanding of risk management and regulatory awareness
* Certified Treasury Professional (CTP) or equivalent high-level treasury certification
* Master's degree (MBA or similar) in a relevant field
* Recognition for outstanding performance in treasury services sales or corporate banking
* Established network of industry contacts and involvement in industry associations
* Deep knowledge of treasury services/products and industry applications
* Proven high sales performance and client relationship growth
* Excellent communication, negotiation and presentation skills
* Strong analytical and strategic planning abilities
* Proficient in treasury technology and systems
#LI-Hybrid
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Applications Accepted Through:
01/23/2026
Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled.
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$93,000.00 - $189,000.00 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$42k-63k yearly est. Auto-Apply 16d ago
Senior Data Analyst - Sanctions Screening Center of Excellence
Bank of America 4.7
Charlotte, NC jobs
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 ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance.
Line of Business Description:
About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions.
Responsibilities:
Primary responsibility is to create / update business rules to minimize the false-positive Sanctions alerts to improve efficiency and effectives of the CoE's alert review process.
Manage the multiple on-going initiatives by attending calls from various projects, understand the Sanctions needs from the projects, Provide requirements to the projects and track the status of these projects.
Analyze alerts on a daily basis to chalk out strategies to reduce the false-positives, using different pattern matching and trending techniques
Assist in on-boarding new applications / Clients into the Sanctions screening platform requiring detailed discussions with various lines of businesses in understanding the nature and type of data received from and assist in data mapping into standard formats acceptable for Sanctions screening
Ability to query & analyze the data required for ad hoc requirements on the fly and generate reports for the team to use.
Work with technology teams for requirements / testing and implementing changes to improve / automate CoE processes
Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set
Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship
Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform
Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform
Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents
Required Qualifications:
Bachelor's degree in Computer Science, Data Management, Statistics or related fields
Intermediate knowledge in SQL and using tools like TOAD
Awareness of AI / Machine learning concepts and ability to implement such strategies
Experience in data analytics and interpretation of large volumes of data
Scripting experience with any language like Python, Java, VB
Desired Qualifications:
Experience in Sanctions / AML processes
Data transformation / formatting experience and able to work with data in different formats
Knowledge of Economic Sanctions programs requirements
Experience in Global Banking & Markets business process
Experience in Sanctions screening applications like Fircosoft
Logical thinking capabilities with a technical mind-set
Advanced knowledge in using Microsoft Excel and MS Access
Knowledge in using Microsoft products Word, Outlook, Power-point and Visio
Knowledge of PowerBI /Tableau
Ability to prioritize, use own initiative, make quick decisions, be flexible and work independently
Ability to work remotely, with teams spread globally, under pressure, meet deadlines and navigate change
Ability to work and interact with people from a diverse range of backgrounds and opinions
Skills:
Data Collection and Entry
Data Management
Data Modeling
Issue Management
Policies, Procedures, and Guidelines Management
Analytical Thinking
Collaboration
Data Governance
Data Quality Management
Data and Trend Analysis
Business Acumen
Controls Management
Production Support
Regulatory Compliance
Solution Design
Shift:
1st shift (United States of America)
Hours Per Week:
40