BMO Harris Bank Remote jobs

- 67 jobs

Financial Advisor
BMO Harris Bank 4.1
Wisconsin jobs
Application Deadline: 12/13/2025 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 2d ago
Senior Associate, CSA
Webster Bank Group 4.6
Remote
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Remote Senior Associate, CSA acts as the client service lead of relationships and manages interactions and workflow between clients and internal partners to ensure a smooth and efficient client experience. In this Remote role, you will build and maintain relationships with clients in coordination with relationship managers. You will have the opportunity to service a portfolio of relationships by executing and facilitating various requests to meet client needs. Responsibilities: CSAs are responsible for executing the following tasks: Providing clients with account statements, balance inquiries, bank verification letters, chargeback copies, check images, federal reference numbers, and tax forms. CSAs enter overdraft decisions, provide basic online banking assistance, review specialized reporting, and assist with relationship grouping. CSAs assist with facilitating the following tasks: Account analysis maintenance, account opening, coordination with RM to outline accounts/products/services needed for new client onboarding, drawdowns/repetitive wires, fee reversals, fraud reporting/cases, interest adjustments, limit increases (ACH, wire, remote deposit), money movement (manual wires and transfers), rate variance requests, escrow subaccount creation/maintenance, and unposted check/ACH payments. Education, Skills & Experience: For this position, you must have at least 4 years of experience in the financial industry. Candidates with advanced degrees (Associates, Bachelor's, and/or Master's) preferred, yet a High School diploma or GED is required. Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration. Knowledge of appropriate legislation pertaining to Financial Industry is required. Knowledge of business practices, bank products and services, bank policies, and procedures is required. You should have excellent interpersonal skills, team orientation and service orientation as well as strong verbal and written communication skills. Experience with Microsoft office is required. SalesForce experience is preferred. Exceptional multi-tasking skills, effective time management, organizational and prioritization skills are strongly encouraged. The estimated salary range for this position is $34.38 per hour USD to $36.00 per hour USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-SO 1 Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
$34.4-36 hourly Auto-Apply 51d ago
Senior Manager, Data Governance
Scotiabank Global Site 4.9
New York, NY jobs
Salary Range: 170,373.00 - 224,700.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. TITLE: Senior Manager, Data Governance DUTIES: The Bank of Nova Scotia seeks Senior Manager, Data Governance in New York, NY to lead and drive a client-driven culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. Work with all pillars of the GBM Data Office to understand all activities and timelines being performed currently and planned for the future. Act as primary point of contact for all Audit and Regulatory engagements for the GBM Data Office. Aggregate and track all timelines and deliverables for all Audit and Regulatory engagements for the GBM Data Office. Manage, compile, and submit all materials for committees either run by the GBM Data Office, or where the GBM Data Office regularly contributes updates. Ensure business stakeholder understanding, alignment and commitment to the objectives of the data governance and management program. Understand business requirements and align them to the objectives of the data management program. Champion the adoption of a data culture. Collaborate with partners to develop and enhance the Bank's overall data governance and management capabilities, policy, practices, and supporting technology. Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions. Create an environment in which the team pursues effective and efficient operations of the respective areas in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. REQUIREMENTS: Master's degree or foreign equivalent in Management Information Systems, Computer Science or a related field and four (4) years of experience in the job offered or related occupation: implementing Data Governance programs in major financial organizations; delivering on regulatory and audit requirements in major financial organizations; coordinating execution of programs across Data Office, Business and Technology stakeholders; gathering and preparing materials for senior leadership committees; utilizing big data tools including Hadoop to identify affected customer segments and calculate financial impacts and draft credit card remediation strategy through cross-functional collaboration; and designing Tableau-based tactical reporting solution and trained credit card operations team to proactively identify and resolve issues. Offered salary is between $170,373 and $224,700 per year, 40 hours per week. Telecommuting and/or working from home may be permissible pursuant to company policies. When not telecommuting, must report to work site. QUALIFIED APPLICANTS: Please apply directly through our website ********************************** by searching for Senior Manager, Data Governance & indicate job code UH061125WEB. Location(s): United States : New York : New York City Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
$170.4k-224.7k yearly 60d+ ago
Contact Center Associate 1
Webster Bank Group 4.6
Remote
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Client Service Associate will be the frontline point of contact to uncover and support client needs. The top priority will be to ensure client needs are satisfied with every interaction while ensuring that a variety of transactions, maintenance, and research activities are completed accurately. The Client Service Associate is expected to meet or exceed service expectations, productivity and efficiency standards for all contact center related metrics. Start Date: February 23rd, 2026 Location: Remote Connecticut Residents What you will do Be the Voice of Webster in an inbound Contact Center that fosters an engaging, fast-paced, and fun environment Anticipate client needs, educate on the benefits of banking with us while delivering on our commitment of client satisfaction Perform a variety of transactions, maintenance, and research requests with accuracy Responsible for client relationship building and retention efforts utilizing processes, tools and training provided Maintain a positive rapport with professionalism, and serve in an empathetic manner Facilitate problem resolution by providing complete and accurate information Meet and or exceed service expectations, productivity and efficiency standards for all contact center related metrics Adhere to compliance procedures and internal/operational risk controls in accordance with all applicable regulatory standards, requirements, and policies Perform other duties or accountabilities as assigned Skills and Abilities High speed internet required Must exhibit strong communication and listening skills Be a self- motivator with the ability work well with a diverse workforce and customer base Demonstrate dependability, flexibility and adaptability to handle day-to-day challenges Adjust to multiple demands and shifting priorities in a change hearty environment Skilled in data entry Ability to multi-task and navigate several computer applications with effectiveness and efficiency Must possess working knowledge of Microsoft Office Suite and processing skills (email, internet, intranet, etc.) Bilingual candidates preferred Following the completion of training, your schedule will be assigned in alignment with the Contact Center needs. This role participates in a quarterly shift bid process. As such, your schedule may change quarterly. You are expected to maintain availability for any shift within the operating hours of 7:00am to 10:00pm Monday through Friday, and 8:00am to 8:00pm Saturday and Sunday Education Qualifications H.S. Diploma or General Education Degree (GED) required Some college preferred Experience Qualifications 0-2 years in client or financial services, banking, inbound call center or in person customer facing work experience required The estimated salary range for this position is $18.50 to $21.00 USD an hour. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-JG1 Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
$18.5-21 hourly Auto-Apply 22d ago
Officer; Software Engineer
Bank of America Corporation 4.7
Plano, TX 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: * Code solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements. * Work on Scrum Agile development methodology to build, deploy, and deliver software solutions. * Collaborate with QA team members to support integration and performance testing. * Contribute to existing test suites (integration, regression, performance), analyze test reports, identify any test issues/errors, and triage the underlying cause. * Utilize multiple architectural components (across data, application, business) in design and development of client requirements. * Perform Continuous Integration and Continuous Development (CI-CD) activities. * Design, automate, and maintain large scale, enterprise-wide web applications using Java, and SpringBoot. * Utilize customer UI and interaction techniques to build frictionless multiple factor user authentication, credential maintenance, and authentication step up flows in digital channels. * Engineer and design continuous integration, continuous deployment, build tool, version control, and test-driven development tools by utilizing Java. * Design test driven automation frameworks using middleware technologies including SOAPUI, REST, XML, and JSON. * Utilize testing frameworks including Junit and write unit tests using these frameworks with a high-test coverage percentage. * Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience: * Bachelor's degree or equivalent in Computer Science, Computer Information Systems, Management Information Systems, Engineering (any), or related: and * 2 years of experience in the job offered or a related IT occupation. * Must include 2 years of experience in each of the following: * Designing, automating, and maintaining large scale, enterprise-wide web applications using Java and SpringBoot; * Utilizing customer UI and interaction techniques to build frictionless multiple factor user authentication, credential maintenance, and authentication step up flows in digital channels; * Engineering and designing continuous integration, continuous deployment, build tool, version control, and test-driven development tools by utilizing Java; * Designing test driven automation frameworks using middleware technologies including SOAPUI, REST, XML, and JSON; and, * Utilizing testing frameworks including Junit and writing unit tests using these frameworks with a high-test coverage percentage. 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
$90k-115k yearly est. Easy Apply 10d ago
Senior Manager, U.S. Counterparty Credit Risk
Scotiabank Global Site 4.9
New York, NY jobs
Salary Range: 171,018.00 - 224,700.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. TITLE: Senior Manager, U.S. Counterparty Credit Risk DUTIES: Scotia Capital (USA), Inc. Seeks Senior Manager, U.S. Counterparty Credit Risk in New York, NY to oversee market risk exposures for covered businesses and communicate to Trade Floor Risk Management (TFRM) management on trading risks, trader sentiment and market conditions. Manage daily Profit and Loss (P&L), risk and limit reports, and engage in discussions with the global team and trading management as appropriate. Oversee the review, approval and reporting of Credit Risk Exposures, including work on stress scenarios to monitor and report potential tail risks within the client portfolio across financing books (Repo, SBL, Prime Services, OTC). Lead trading groups in a proactive manner to promote open communication between risk and trading. Oversee new product proposals and make recommendations to TFRM management on limit change requests. Analyze margin exception requests and advise TFRM management accordingly. Communicate regularly with TFRM management on trading activity, trading risk profile, trader sentiment and market developments in covered businesses, including collaborating with other Bank and Group Risk Management (GRM) stakeholders to achieve common objectives. Oversee external and internal audits, including resolution of findings. Recommend changes in valuation methodology and maintain Official Rate Source Document for covered products. Identify risk taking activities and valuation issues through oversight of P&L. Oversee enhancement and upgrade of production and risk systems. Lead and drive a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Lead her team to ensure effective and efficient operations of her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Oversee a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, including communicating vison/values/business strategy, managing succession, and development planning for the team. REQUIREMENTS: Master's degree or foreign equivalent in Mathematics, Computer Science or a related field and four (4) years of experience in the job offered or related occupation: analyzing large sets of unclean data with bash, Python, and C++; optimizing risk report generation system using various software engineering tools; utilizing knowledge of quantitative finance for mathematical modeling of financial risks; managing financial risk in market risk and counterparty credit risk; writing detailed process documentation of newly created systems and existing systems; liaising with different stakeholders from front to back office, to externals (auditors, regulators). Offered salary is between $171,018 and $224,700 per year, 40 hours per week. Telecommuting and/or working from home may be permissible pursuant to company policies. When not telecommuting, must report to work site. QUALIFIED APPLICANTS: Please apply directly through our website ********************************** by searching for Senior Manager, U.S. Counterparty Credit Risk & indicate job code KI072425WEB. Location(s): United States : New York : New York City Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
$171k-224.7k yearly 60d+ ago
Director, Associate Business Banking Relationship Management
Webster Bank Group 4.6
Remote
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Associate Relationship Manager, Business Banking, is responsible for cultivating and growing a portfolio of business clients within our target segment. They will primarily be focused on managing & expanding a portfolio of business clients, looking for opportunities to develop and acquire new business relationships, and client retention. They will work with their team to execute against our segment strategy, and contribute to net deposit growth, loan production, and expansion of revenue generating products and services. They will also partner with the banking center colleagues & other Relationship Managers within their assigned markets, in delivering an excellent client experience, looking for growth opportunities throughout the entire consumer segment. Key responsibilities: Contribute to growth of segment by executing against our segment strategy. Responsible for execution against targeted growth goals of our core KPIs, in New to bank Business Relationships, Deposit Growth, Loan Production & Treasury Management & Overall Fee Income. Develop & maintain network of business contacts, COIs, community leaders and other referral sources to develop new business relationships and generate revenue. Effectively manage and grow the pipeline consistent with production expectations. Work closely with their team, Banking Centers, and cross line of business colleagues to deliver an excellent client experience and drive value to the clients that we serve. Encourage peers and colleagues to skillfully listen to client needs and identify business banking growth opportunities. Source opportunities and work with support team to package quality loans within our established policy & guidelines. Develop the skills to independently package and present credit deals to segment leadership & credit team. Effectively identify opportunities to add value through treasury management services, and work with TM team to deliver solutions. Ensure & uphold operational integrity amongst team by complying with all regulations, policies, and procedures. Key skills and experience: Candidates must have at least 3+ years of Relationship Management or Branch manager sales experience, 4 +banking experience. General knowledge of credit with ability to learn various financial analysis techniques & lending policy. Proven track record of developing banking relationships, sales success, and Relationship Management skills. Candidates with advanced degrees (Associates, Bachelor's, and/or Master's) preferred, yet a High School diploma or GED is required. Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration. Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships. The estimated salary range for this position is $110,000 USD to $125,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-SO1 Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
$110k-125k yearly Auto-Apply 23d ago
Commercial Sales Rep
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 Must be located in Illinois, Indiana or Missouri. We are seeking a Mid-Market / Enterprise Account Executive to be part of an exciting opportunity to develop new business account relationships with referral bank partners, who are contracted to, and rewarded for, referring sales opportunities. This role is responsible for winning new merchant services business through partnership with BMO Bank and expanding / managing existing relationships. Individual will work closely with Commercial and Corporate Bankers, Treasury Management Officers, as well as clients at the large volume / Enterprise level. Considered a subject matter expert on merchant services product benefits. Primary Responsibilities: · Outside B2B sales role, · Call on prospective business clients to develop new and profitable merchant services sales opportunities through a consultative sales approach. · Maintain strong relationship with bank partner team · Meet with partner bank's clients to sell Elavon's non-cash payment solutions · Capable of managing complex business relationships / partnerships · Responsible for all phases of sales process from referral through implementation. · Analyze clients' current payment structure, pricing, and develop customized solutions to meet the clients' needs. · Prepare and present sales presentations and proposals (for both internal and external audiences), illustrating customized solutions, industry trends, as well as features and benefits of the recommended product offerings. What we are looking for: · Minimum of three years Corporate/Commercial Sales Experience · Strong consultative sales and negotiating skills · Technical sales, banking / financial services sales background preferred · Ability to creatively resolve client concerns and issues · Strong problem-solving, analytical, and decision-making skills · Ability to manage multiple tasks/projects and deadlines simultaneously · Excellent interpersonal, verbal, and written communication skills · Proven track record of sales success working with c-suite executives · Individual needs to thrive in highly competitive environment Basic Qualifications - Bachelor's degree, or equivalent work experience - Five to eight years of relevant sales experience - Ability to travel - Experience with Microsoft Excel 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: $75,820.00 - $89,200.00 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.
$75.8k-89.2k yearly Auto-Apply 11d ago
Sr. Representative, Collections-Bankruptcy (100% Remote)
Santander 4.8
Wyomissing, PA jobs
Sr. Representative, Collections-Bankruptcy (100% Remote) Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sr. Representative, Collections responds in a timely and professional manner to all customer calls, and contacts customer as appropriate and necessary under policy and procedure or to respond to inquiries for the Customer Service department. Uses various collection systems to update customers' accounts and to send correspondence. Responds in timely and professional manner to all customer calls, and contacts customer as appropriate and necessary under policy and procedure or to respond to inquiries. Maintains current, accurate and complete information on status of all customers in portfolio. Assists Customer Service Collections team with research and questions. Understands and adheres to the Fair Debt Collection Practice Act, Collection Laws, and Fair Credit Reporting Act. Assists in the upkeep of various Collections tracking reports. Coordinates collection activities for assigned accounts. Serves as point of contact between the Customer, Collections Officer, and Operations. Monitors ongoing trends and developments in various business-related industries, and the economy. Assists management and/or senior Collections professionals in special projects as needed. Extracts and compiles collection performance data from various source systems (including manual tracking reports) for qualitative and/or quantitative analyses. Assists in developing collection risk reporting and analysis capabilities. Assists in developing collection key risk indicators (KRI) with defined triggers and limits. Conducts various ad-hoc analyses to support the strategy and monitoring functions within the department. Monitors progress against project plan communicating status or any relevant issue to the project manager. Supports in the rollout of the systems for collections. Create and implement new policies, workflows, reports, communications, definitions and processes for the collections department. 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: - Required. 2+ Years of Bankruptcy experience - Required. Demonstrated knowledge of basic Collections principles, concepts and policies. Proficient MS Office (Excel, PowerPoint, Word, Visio, and Outlook) skills. Strong verbal and written communication skills. Strong analytical, problem solving and critical thinking skills. Ability to summarize, document, and communicate information in a clear and concise manner. Ability to organize and prioritize multiple tasks to meet deadlines. Ability to work independently as well as collaboratively within a team environment. Ability to interpret, analyze and apply data/information. Ability to stay abreast of industry best practices, procedures, and techniques. Ability to build and foster internal relationships. Ability to adhere to policies, procedures, and instructions of management. Ability to change direction as project demand dictates. 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. Experience in Microsoft Office products. 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: $32,250.00 USD Maximum: $50,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 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.
$32.3k-50k yearly Auto-Apply 38d ago
Vice President; Investment Banker
Bank of America Corporation 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 * 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. Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. * Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. * Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why" and connects contributions to business results. * Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. * People Manager & Coach: Knows and develops team members through coaching and feedback. * Financial Steward: Manages expenses and demonstrates an owner's mindset. * Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. * Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. 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
$129k-186k yearly est. Easy Apply 10d ago
Business Card Solutions - National Card Consultant (NYC/NJ)
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 Consultants will not be provided with a book of business. The role is focused on self-sourced opportunities that are new to the bank. Utilize prospecting tools bank will provide, cold calling, COI (Centers of Influence) development, and ongoing community engagement. Consultants focus will be on businesses with an annual spend of $1MM+. Conduct analysis to help streamline business expenses. Provide expert guidance for the best card program, ensuring businesses understand its benefits and best way to utilize the card. Collaborate with internal teams to ensure a seamless and consistent client experience. Basic Qualifications - Bachelor's degree, or equivalent work experience - Seven to nine or more years of relevant work experience - Ability to travel (local and regional, some national) Preferred Skills/Experience - Well-developed sales and new business development skills, including the development of sales strategies and goals and closing skills- Business credit card sales experience- Proven success developing COIs- Experience working with business customers with $10MM+ in annual revenue preferred - Thorough knowledge of unit payment products - Basic knowledge of the organization and its products, services and operations - Basic knowledge of product marketing, client service issues, and organization operations - Strong marketing, negotiation and decision-making skills - Strong organizational and problem-solving skills - Strong customer service/relation skills with ability to creatively resolve client concerns and issues - Excellent interpersonal, presentation, verbal and written communication skills - Good understanding of basic accounting principles related to financial transactions#BBS 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: $111,095.00 - $130,700.00 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.
$111.1k-130.7k yearly Auto-Apply 11d ago
Account Service Representative
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 Elavon is looking for an Account Service Representative to join our rapidly growing digital sales team! The ASR will be a key member of Elavon's Digital Distribution organization, winning new customers via digital experiences. This role will be measured on sales enablement and efficiency, pipeline support, administrative process impact and revenue contribution. Job Functions You will be responsible for providing general administrative support to the Digital Sales team. The position will be responsible for supporting the teams by handling lower value and less complex sales and completion of administrative tasks. Other key areas of responsibility will include: Assist the Sales team with administrative tasks Contact customers on behalf of US Bank Merchant Services to follow up on inbound queries (i.e. sales opportunities). Proactively contact US Bank Merchant Services prospects and customers with information surrounding products and services. Prospect and build a pipeline of qualified leads by contacting existing and new customers via outbound phone calls and emails. Track all contacts and activities in the CRM database. Qualify prospects by using strategic questioning techniques. Identify and overcome objections and execute follow-up actions. Demonstrate high motivation, integrity, and competence to work in a fast-paced team environment. What You'll Bring Experience and interest in the payments or SaaS industry considered an asset. Strong adaptability and inclination for experimentation to meet evolving business needs. High energy and comfortable with digital tools and technologies to drive sales productivity. Coachability - seek feedback that will improve the team's performance. Excellent communication and interpersonal skills (verbal and written). Experience using Salesforce.com or another CRM, and Microsoft suite of office products. Basic Qualifications High school diploma or equivalent Typically three to five years of customer service experience Location: Atlanta, GA Required Schedule: Monday through Friday, 10am to 7pm ET 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: $22.50 - $30.00 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.
$22.5-30 hourly Auto-Apply 4d ago
Associate Director, U.S Treasury Reporting & Analytics
Scotiabank Global Site 4.9
New York, NY jobs
Salary Range: 176,571.00 - 224,700.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. TITLE: Associate Director, U.S. Treasury Reporting & Analytics DUTIES: Scotia Capital (USA), Inc. seeks Associate Director, U.S. Treasury Reporting & Analytics in New York, NY to provide oversight within the First Line of Defense by managing the production of, and signing off on, daily liquidity reporting with consideration to the Bank's risk appetite, including investigating any day-over-day material variances. Manages a team of analysts in developing subject matter expertise related to liquidity reporting and stress testing. Leads discussions with business lines to develop robust liquidity stress testing assumptions for products booked in the U.S., including derivatives, secured and unsecured funding, deposits, loans and commitments. Contributes and participates in the resolution of items raised by regulatory, and internal and external compliance bodies by providing subject matter expertise on reporting content and processes. Drives process efficiencies through automation of reporting or analytical workflows. REQUIREMENTS: Bachelor's degree or foreign equivalent in Finance, Risk Management, or a related field and five (5) years of progressively responsible experience in the job offered or related occupation: utilizing experience in financial market including in liquidity; working with and interpreting rules and regulations which govern U.S. liquidity reporting including FR 2052a / 6G rules and Reg YY requirements; utilizing experience with Liquidity Stress Testing (LST) assumptions & methodologies including articulating periodic movements in LST metrics; utilizing data analytical skills including PowerPoint, Excel (pivot tables) and Bloomberg; performing data analysis using Excel/VBA,Python, and SQL; and delivering presentations to senior leadership or regulators. Offered salary is between $176,571 and $224,700 per year, 40 hours per week. In the alternative, employer will accept a Master's degree in one of the above listed fields and three (3) years of experience in the above skills. Telecommuting and/or working from home may be permissible pursuant to company policies. When not telecommuting, must report to work site. QUALIFIED APPLICANTS: Please apply directly through our website ********************************** by searching for Associate Director, U.S. Treasury Reporting & Analytics & indicate job code SS061125WEB. Location(s): United States : New York : New York City Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
$176.6k-224.7k yearly 60d+ ago
Mortgage Loan Originator
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 Originates mortgage loans in an assigned metropolitan 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. 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. This position also requires 2 or more hours of driving per week. Basic Qualifications - High school diploma or equivalent - Typically at least 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 - 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 -2 years of mortgage loan origination experience with proven results Location expectations This role may be designated as U.S. home-based remote. However, if the selected candidate resides near a U.S. Bank location, they will be expected to work onsite three (3) or more 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 15d ago
Head of Retail & Services - Central/East Merchant Sales, ICG
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 Are you ready to bring a strategic vision that inspires and leads a high-performing sales team? Do you thrive on setting ambitious goals and motivating others to achieve them? Drive growth and lead a high-performing sales team in a fast-paced banking environment as Head of Retail & Services - Central/East Merchant Sales, ICG. This role focuses on setting bold goals, crafting innovative strategies, and building strong customer and industry relationships. If you're ready to shape market success and make a measurable impact, this is your opportunity. Lead and inspire a high-achieving sales team focused on delivering banking products and services within a defined region or industry segment. This role combines strategic leadership with hands-on execution to drive growth and strengthen customer relationships. Key Responsibilities Oversee and guide a team of sales professionals, ensuring alignment with revenue, volume, and market share objectives. Directly manage key client relationships and support your team in closing opportunities with customers and prospects. Set and achieve ambitious sales goals, budgets, and marketing strategies for assigned products and services. Build and maintain profitable customer relationships while identifying market trends and competitor actions to stay ahead. Develop and manage the annual budget for your area, ensuring financial targets are met. Foster partnerships with industry associations to expand influence and market presence. Train, motivate, and provide daily leadership to your team, creating an environment of growth and success. Basic Qualifications Bachelor's degree, or equivalent work experience Typically eight to 10 years of relevant experience Preferred Skills/Experience Advanced knowledge of sales and sales strategies Effective verbal and written communication skills Strong management and leadership skills Demonstrated new business development and relationship management skills Effective customer service/relations skills Thorough knowledge of banking products/services, banking operations, and current market trends Ability to make important decisions independently 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 9d ago
Officer, Quantitative Finance Analyst
Bank of America Corporation 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! Responsibilities * Apply quantitative models and techniques in order to address and resolve concrete financial problems. * Utilize advanced quantitative techniques and tools, such as, statistical analysis and linear regressions, as needed. * Develop emerging risk assessments, analyze counterparty credit risk scenarios and model key risk factors. * Conduct research and analysis to provide a micro view of risk management in a particular counterparty or country and a macro view of risk exposures for the bank. * Assess market trends and provide quantitative data for internal stakeholders and regulators. * Apply quantitative knowledge to specific financial challenges and regulatory projects. * Prepare developmental evidence and document to support internal requests and external regulatory exams. * Perform in-depth analysis on the bank's risk model results using various quantitative tools including back testing, benchmarking, and sensitivity analysis. * Perform counterparty exposure management techniques, such as potential future exposure, stress testing, and wrong way risk. * Develop product-specific analytics to measure and monitor risk calculations. * Coordinate efforts across teams and lines of business to enhance existing credit and market risk analysis tools. * Perform quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, econometrics, predictive modeling, linear regressions, and Machine Learning. * Analyze and evaluate large and complex economic and financial datasets with analytical tools of Python, SQL, and R. * Utilize Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, run simulations, and aggregate the model results to generate comprehensive model outputs and benchmarks. * Leverage data analytics and visualization tools including Tableau, Alteryx, R, and Jupyter Notebook to build easy-access analytical capabilities and insightful reporting for the management. * Utilize Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders. * Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience * Master's degree or equivalent in Business Analytics, Mathematical Economics, Technology (any), Engineering, Statistics or related: and * 1 year of experience in the job offered or a related Quantitative occupation. * Must include 1 year of experience in: * Performing quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, econometrics, predictive modeling, linear regressions, and Machine Learning; * Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python, SQL, and R; * Utilizing Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, run simulations, and aggregate the model results to generate comprehensive model outputs and benchmarks; * Leveraging data analytics and visualization tools including Tableau, Alteryx, R, and Jupyter Notebook to build easy-access analytical capabilities and insightful reporting for the management; and, * Utilizing Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders. 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
$80k-125k yearly est. Easy Apply 3d ago
Vice President; Feature Lead - Technology
Bank of America Corporation 4.7
Plano, TX 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 providing leadership, technical direction and oversight to a team delivering technology solutions. Key responsibilities of the job are to provide oversight of the design, implementation, and maintenance of complex computer programs, align technical solutions to business objectives, and ensure that coding practices/quality comply with software development standards. Job expectations include conducting multiple software implementations and applying both depth and breadth in knowledge of several technical competencies. Responsibilities * Responsible for providing leadership, technical direction, and oversight to a team as they deliver technology solutions. * Develop solutions and processes for delivering features based on their knowledge of design/architectural patterns and Agile/DevOps practices. * Ensure the systems design and requirements are aligned to achieve the desired business outcomes, and that team practices and coding/quality principles are aligned to achieve the desired technology outcomes. * Develop, enhance, modify and maintain applications in the Global Markets environment. * Implement modern Bloomberg API in Bank of America environment. * Utilize in-depth capital markets product knowledge and manage a high level of risk. * Ensure solution meets product acceptance criteria with minimal technical debt. * Play a major role in moving back-office data centers from PROD to CNR or vice versa. * Implement never down (hot-hot) design for critical flows. * Enhance and support financial trading system with high volume of transactions per second. * Develop multi-threaded server-side applications using Java and J2ee, to build efficient and scalable applications. * Design and develop solution architecture to scale backend systems with Sprint framework, Spring boot, Spring MVC and Rest APIs. * Develop functional testing using Cucumber and DevOps technologies for CI/CD including Ansible ,Jenkins, JFrog and Bitbucket. * Practice Agile and Test Driven development with full unit test coverage in order to cover all scenarios identified by product owners and business analysts. * Design and develop new proof of concept projects to enhance current software systems to handle increased traffic and larger datasets with cutting edge technologies including Tibco, SQL Server and AMPS. * Remote work may be permitted within a commutable from the worksite. Required Skills & Experience * Bachelor's degree or equivalent in Computer Science, Computer Information Systems, Management Information Systems, Engineering (any), or related: and * 5 years of progressively responsible experience in the job offered or a related IT occupation. * Must include 5 years of experience in each of the following: * Enhance and support financial trading system with high volume of transactions per second. * Develop multi-threaded server-side applications using Java and J2ee to build efficient and scalable applications. * Design and develop solution architecture to scale backend systems with Sprint framework, Spring boot, Spring MVC and Rest APIs. * Develop functional testing using Cucumber and DevOps technologies for CI/CD including Ansible ,Jenkins, JFrog and Bitbucket. * Practice Agile and Test Driven development with full unit test coverage in order to cover all scenarios identified by product owners and business analysts. * Design and develop new proof of concept projects to enhance current software systems to handle increased traffic and larger datasets with cutting edge technologies including Tibco, SQL Server and AMPS. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. Shift: 1st shift (United States of America) Hours Per Week: 40
$106k-136k yearly est. Easy Apply 10d ago
Software Engineer -- Cloud (Azure) in McLean, VA
U.S. Bank 4.6
McLean, VA jobs
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 U.S. Bank is seeking the position of Software Engineer -- Cloud (Azure) in McLean, VA. Essential Responsibilities: The Software Engineer -- Cloud (Azure) will design and build solutions with an engineering mindset to improve observability, resiliency, performance, and scalability. Responsibilities include: Lead the migration of critical on-premise systems to Microsoft Azure cloud computing service, including virtual private network (VPN), identity management, Application Programming Interface (API) gateways, directory services, service buses, queuing services and more; Participate in functional and business requirements gathering, collaborating with Business stakeholders and Enterprise system architects to understand evolving business needs and convert to technical specifications; Design and develop of TIBCO web services for various business applications using middleware Integration tools like TIBCO BWCE, Java Springboot, Cassandra CQL database and TIBCO EMS; Design and develop processes to implement a centralized orchestration layer in private cloud to manage the end-to-end process of document generation, storage, and distribution by building microservices via REST and GraphQL APIs; Mentor and lead infrastructure teams on cloud readiness, infrastructure as code, configuration as code, and agile methodology; Create optimal technical design and build solutions adhering to architectural best practices, taking into account scalability, reliability and performance of systems. Position may allow working from home within commuting distance of worksite location. Multiple Positions. Basic Qualifications: Requires at least a Bachelor's degree or foreign equivalent in Electronics Engineering, Computer Science or a related field. Plus 5 years of progressive post-baccalaureate experience as a technical lead, software engineer, or related. Required Skills/Experience: Requires at least a Bachelor's degree or foreign equivalent in Electronics Engineering, Computer Science or a related field plus 5 years of progressive post-baccalaureate experience as a technical lead, software engineer, or related. Must possess 5 years of progressive post-baccalaureate experience with all of the following: (a) Gathering functional and business requirements to convert to technical specifications; (b) Designing and developing TIBCO web services for various business applications using middleware integration tools including TIBCO Business Works Container Edition (BWCE), TIBCO EMS, and Splunk; (c) Troubleshooting and fixing critical production issues, incident management, change service requests, and configuration management in TIBCO Business Works; (d) Validating and verifying TIBCO web services and interfaces during change request implementation; (e) Validating and verifying TIBCO services, API Gateway interfaces and APIs in post-production deployment; and (f) Development activities such as coding, code reviews, and automation of processes. Position may allow working from home within commuting distance of worksite location. Base pay range may vary if an offer is made for work in a different location. Pay Range: $129,359 - $194,500. (#LI-NDI #LI-DNI #LI-DNP #DE-DNP #IND-DNP) The examination for this position may include a supplemental questionnaire. Improper or missing responses could affect your application. This position is not eligible for visa sponsorship. 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. 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). 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.
$129.4k-194.5k yearly Auto-Apply 4d ago
Director; EAC Compliance & Operational Risk Manager
Bank of America Corporation 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 * Review Investment Banking (""IB"") transactions for potential addition(s) to the Watch List and/or Restricted List. * Follow up with Investment Banking to receive deal updates and manage day-to-day Control Room processes. * Review Sustainability & Global Research reports prior to public dissemination against the Watch or Restricted List in accordance with Laws, Rules, and Regulations. * Provide Global Markets principal/firm trade preclearance on restricted list issuers. * Provide information wall subject matter expertise/consultation to support all lines of business and support partners. * Assist with the training of new hires and junior team members. * Respond to AMRS regulatory Inquiries, lead/facilitate meetings with Research Legal and Investment Banking Legal. * Assist the AMRS manager in Quality Assurance reviews for the AMRS team. * Provide training and awareness to the lines of business and their support partners on information wall topics. * Contribute to global technology initiatives via idea generation, UAT testing, or working alongside Global Tech and Operations support partners. * Handle advanced research advisory topics, liaise with research management and legal teams, and navigate the regulatory landscape to effectively mitigate the firm's regulatory and reputational risks in the publication of Research Reports. * Develop, implement, and train on policies, procedures, testing protocols, and governance routines to ensure smooth operation of the control room, including conducting periodic and targeted assessments of the control environment and creating new procedures to adapt to regulatory changes. * Collaborate with internal audit and other control functions to address identified gaps in controls, while identifying and implementing process improvements. * Evaluate, scope, and execute major projects for the Control Room function, including day-to-day operational repairs and enhancements, technology upgrades, integrating new business lines, and supporting senior management in large-scale strategic cross-functional initiatives. * Coordinate with legal and senior leadership, as needed, to respond to official requests from regulators and external control bodies, such as exams, letters, RFEs, and ad-hoc inquiries. * Remote work maybe permitted within a commutable distance from the worksite. Required Skills & Experience * Bachelor's degree or equivalent in Economics, Statistics, Mathematics, Finance, or related: and * 6 years of progressively responsible experience in the job offered or a related Quantitative occupation. * Much include 6 years of experience in each of the following: * Handling advanced research advisory topics, liaising with research management and legal teams, and navigating the regulatory landscape to effectively mitigate the firm's regulatory and reputational risks in the publication of Research Reports; * Developing, implementing, and training on policies, procedures, testing protocols, and governance routines to ensure smooth operation of the control room, including conducting periodic and targeted assessments of the control environment and creating new procedures to adapt to regulatory changes; * Collaborating with internal audit and other control functions to address identified gaps in controls, while identifying and implementing process improvements; * Evaluating, scoping, and executing major projects for the Control Room function, including day-to-day operational repairs and enhancements, technology upgrades, integrating new business lines, and supporting senior management in large-scale strategic cross-functional initiatives; and, * Coordinating with legal and senior leadership, as needed, to respond to official requests from regulators and external control bodies, such as exams, letters, RFEs, and ad-hoc inquiries. 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
$117k-146k yearly est. Easy Apply 10d ago
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. This is a remote position available to candidates who currently reside in the state of Washington. 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 Additional Job Description: As an alternative to the above basic qualification of 10 or more years of experience in trust administration, we will also consider candidates with 3-4 years of experience practicing trusts and estate law. 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: $132,260.00 - $155,600.00 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.
$132.3k-155.6k yearly Auto-Apply 18d ago

Learn more about BMO Harris Bank jobs

Updated December 3, 2025

BMO Harris Bank Remote jobs

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