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Cambridge Savings Bank jobs - 49 jobs

  • Administrative Assistant III - Buckeye Market

    Bank of America 4.7company rating

    Upper Arlington, OH job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner. Responsibilities:• Communicates with executives and line management to gather and convey relevant information • Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment • Manages the calendar of multiple executives proactively, effectively resolving conflicts that arise in a professional manner • Arranges and handles details related to travel arrangements, expense reports, meetings, and appointments • Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills • Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems Required Qualifications: Minimum of 3+ years professional, Client focused or relevant internship experience required Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize while delivering results and detail oriented Applies strong critical thinking and problem-solving skills to meet client needs Demonstrates ability to learn and understand technology to assist client with the latest in Digital and Digital Banking Proficiency in Microsoft Office applications: Excel, Power Point, Co Pilot, and Power Point Enjoys a fast-paced environment with changing and evolving responsibilities Professional Verbal and Written Communication Desired Qualifications: Prior knowledge of financial products, policies & procedures is highly preferred. Undergraduate degree or equivalent experience preferred Skills: Administrative Services Attention to Detail Customer and Client Focus Planning Prioritization Adaptability Collaboration Event Planning Office Administration Problem Solving Facilities Management Oral Communications Recording/Organizing Information Research Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5
    $30k-36k yearly est. Auto-Apply 4d ago
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  • Senior Valuations Specialist

    Wells Fargo 4.6company rating

    Remote or San Jose, CA job

    **About this role:** Wells Fargo is seeking a Senior Residential Real Estate Appraiser as part of Shared Services. Learn more about our career areas and lines of business at wellsfargojobs.com In this role, you will: **In this role, you will:** + Perform as project leader and mentor for other staff + Perform all aspects of complex and non-complex valuation assignments. Assignments consist of residential (1-4-unit properties and vacant land) appraisal and appraisal review assignments which may include full inspection walk-throughs and exterior drive-by assignments in a large geographic territory as well as desk assignments. + Ensure valuation assignments are completed in a timely manner with the highest level of quality and comply with Federal and State laws, corporate policies and procedures as well as the Uniform Standards of Professional Appraisal Practice (USPAP). + Exercise sound judgment, work independently with a minimal amount of supervision. + Demonstrate advanced use of various appraisal related technologies throughout the appraisal process. + Interact with integrity and a professional manner with external customers during appointment setting and in person inspections of real estate. + Collaborate effectively with internal partners to provide solutions for complex issues. **Required Qualifications:** + 4+ years of Valuations, Lending, or Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. + Certified General or Certified Residential Appraiser. **Desired Qualifications:** + Expanded knowledge and understanding of the principles of real estate appraisal and local real estate markets. + Strong, clear and concise written and oral communication skills. + Excellent organization and analytical skills with high attention to detail and accuracy. + Ability to take initiative, meet deadlines and work independently with minimal supervision in a structured environment. + Advanced technical skills with appraisal related tools including computer technology, appraisal software, automated valuation tools and Multiple Listing Services. + Intermediate Microsoft Office (Word, Excel and Outlook) skills. + Financial services and/or bank experience. + Experience in mentoring trainee appraisers and completion of the AQB supervisor course. **Job Expectations:** + Ability to drive a motor vehicle, have access to reliable transportation and a valid, state issued driver's license. + Ability to cover a large geographic territory. + Ability to work remote including reliable internet service. + Perform work both indoors and outdoors. + Must have use of two hands or functional equivalent. + Ability to climb up and down stairs. + Ability to walk up and down sloped terrain and to bend. + Ability to stand for extended periods of time. + **This position is 100% remote** , but the Appraiser should reside in Santa Clara County, CA + **Work Schedule:** Monday-Friday 8:00am-5:00pm **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $50.00 - $80.77 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 20 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-513601
    $53k-100k yearly est. 7d ago
  • Vice President; Global Markets Risk Manager

    Bank of America 4.7company rating

    Remote or New York, NY job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Responsibilities: Report and monitor positions against market risk metrics and limits. Liaise closely with trading desks to understand market trends in relation to portfolio changes. Review and challenge risks related to new products, structured transactions and business strategies. Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators. Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability. Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure. Identify issues in both historical market data, security reference data, and front office pricing. Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models. Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience: Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and 5 years of progressively responsible experience in the job offered or a related Quantitative occupation. Must include 5 years of experience in each of the following: Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output; Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis; Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and; Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. EMPLOYER: Bank of America N.A. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$160,000.00 - $170,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $160k-170k yearly Auto-Apply 3d ago
  • Software Engineering Senior Manager

    Wells Fargo 4.6company rating

    Columbus, OH job

    About this role: Wells Fargo is seeking a Software Engineering Senior Manager as part of Identity Access Management Engineering. Learn more about career areas and business divisions at wellsfargojobs.com The Software Engineering Senior Manager will assist in the modernization of our Identity & Access Management (IAM) data platforms and applications. This role will drive the transformation of legacy SQL environments into a Google Cloud Platform (GCP) Lakehouse architecture, enabling scalable, secure, and efficient data solutions. Apply now if you're excited about building modern data platforms from the ground up, driving transformation, and influencing the technical direction of a major initiative. In this role, you will: * Manage, coach, and develop a team of individual contributor engineer roles with low to moderate complexity and less experienced managers who are responsible for building high quality capabilities with modern technology * Ensure adherence to the Banking Platform Architecture, and meeting non-functional requirements with each release * Engage with architects and experienced engineers to incorporate Wells Fargo Technology technical strategies, while understanding next generation domain architecture to enable application migration paths to target architecture; for example, cloud readiness, application modernization and data strategy * Function as the technical representative for the product during cross-team collaborative efforts and planning * Identify and recommend opportunities for driving resolution of technology roadblocks including code, build and deployment while also managing overall software development cycle and security standards * Act as an escalation partner for scrum masters and the teams to make decisions and help remove impediments, obstacles, and friction while encouraging constant learning, experimentation, and continual improvement culture * Build engineering skills side-by-side in the codebase, conduct peer reviews to evaluate quality and solution alignment to technical direction, and guide design, as needed * Interpret, develop, and ensure security, stability, and scalability within functions of technology with low to moderate complexity, as well as identify, manage and mitigate technology and enterprise risk * Collaborate and consult with the Product Managers/Product Owners to drive user satisfaction, influence technology requirements and priorities in the product roadmap, promote innovative and intelligent solutions, generate corporate value and articulate technical strategy while being a solid advocate of agile and DevOps practices * Interact directly with third party vendors and technology service providers * Manage allocation of people and financial resources for technology engineering including career development and performance management for engineers and managers on the team * Hire, mentor and guide talent development of direct reports to build the skills required to effectively design and deliver innovative solutions for the supported product areas/products Required Qualifications: * 6+ years of Software Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 3+ years of management or leadership experience Desired Qualifications: * Proven track record of leading transformational technology programs at enterprise scale * Deep expertise in cloud platforms (GCP preferred), container orchestration (Kubernetes), and DevOps tooling * Strong understanding of data engineering, integration, and governance principles * Experience with modern architectures (microservices, data lakehouses) and distributed systems * Exceptional leadership, communication, and stakeholder management skills * Ability to influence technical direction and drive organizational change * Familiarity with compliance frameworks and security best practices Locations: * 3075 Loyalty Cir. - Columbus OH 43219 * 401 Las Colinas Blvd W Bldg. A - Irving, TX 75039 Posting Statements: * Job posting may come down early due to volume of applicants. * Required location(s) listed above. Relocation assistance is not available for this position * Salary range is determined by location of the job. May be considered for a discretionary bonus, Restricted Share Rights, or other long - term incentive awards. * This position is not eligible for visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $159,000.00 - $254,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 17 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $159k-254k yearly 2d ago
  • Merchant Services Sales Consultant ( Miami Market)

    Wells Fargo 4.6company rating

    Remote or Coral Gables, FL job

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked No. 1 on the 2025 LinkedIn Top Companies in Financial Services list-recognized as the best place to grow your career in the industry! in the U.S. About this role: Wells Fargo is seeking an enthusiastic and results-driven Merchant Services Sales Consultant to join our Merchant Services Relationship Banking Sales Team within Consumer Lending. In this highly visible role, you will deliver innovative payment solutions to small and medium-sized business clients through building relationships and referrals while partnering closely with retail banking teams to drive growth and deepen client relationships. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Deliver customized payment processing and merchant technology solutions to business clients * Support and partner with Retail Banking teams within your assigned territory to drive referrals and sales * Proactively prospect and develop new business opportunities * Recommend solutions that address client needs, operational efficiencies, and growth goals * Exercise sound judgment while navigating policies, procedures, and compliance standards * Collaborate with internal partners and stakeholders to ensure exceptional client experiences * Build strong relationships through effective presentations, needs assessments, and follow‑up Required Qualifications: * 2+ years of Merchant Services Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Bilingual (English/Spanish) * Banking or financial services experience * Business-to-business (B2B) sales background * Proven success in meeting or exceeding sales goals * Strong prospecting, influence, and relationship-building skills * Ability to present confidently to clients and stakeholders at all levels * Self-motivated with the ability to work independently in a structured, remote environment * Strong organizational and CRM management skills Job Expectations: * Up to 30% travel within the assigned territory * Residency within the South or North Miami, Florida market or surrounding areas * Reliable transportation and ability to work from a home office * This role is not eligible for visa sponsorship Location: This is a 100% remote role, with candidates required to live in or near the South or North Miami, Florida market. Posting End Date: 30 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $65k-106k yearly est. 2d ago
  • Product Development Project Manager - Remote

    First American Bank 4.1company rating

    Remote or Elk Grove Village, IL job

    First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. The Product Development Project Manager is responsible for defining, planning, managing, and monitoring product development and service delivery projects. This individual will deliver high-quality products and services that meet business and technical requirements by adhering to established project standards and methodologies. Ensuring excellence in project execution, the incumbent drives projects to successful completion, aligning outcomes with organizational goals. DUTIES & RESPONSIBILITIES * Manage project tasks for each project team member to drive the execution of prioritized projects to successfully deliver project tasks to time, quality and budget. * Work with Project Sponsors, Stakeholders, other Project Team Members, and Vendors to create or oversee the creation of project deliverables, including project scope, business and functional requirements, project plans, test plans, and other project related documents. * Gather and document project requirements for use either internally or by external vendor. * Facilitate project status/steering meetings and communicate with internal departments, senior leadership and project stakeholders. * Ensure accurate and timely reporting of initiative status, issues, risks and required decisions to relevant personnel and provide management reports when necessary. * Negotiate appropriate resources from relevant business units and within the department to successfully deliver project objectives. * Coordinate, respond and effect where agreed, request for changes from original requirements or specifications. * Escalate, communicate and take prompt actions where there is slippage against the plan of project activity. * Assist in defining and maintaining project management deliverable templates to be used for all projects within the department. * Help the department make incremental improvements in the quality of the service and enhance the professional functioning of the department. * Prepare agendas and detailed meeting minutes to ensure clear communication and effective documentation of discussions and decisions. Schedule follow up meetings when necessary. * Monitor and update project tasks and deliverables using Smartsheet or other identified project tools and adhere to project standards, including change control, risk control, user acceptance testing and technology procedures. * Work on multiple projects simultaneously. * Escalate project issues, risks, and roadblocks, as well as create mitigation and action plans. * Organize user acceptance testing events with relevant business personnel. Ensure feedback from user testing is managed and addressed accordingly. * Conduct group presentations and meetings as needed. * Conduct and complete additional assignments/projects as designated by management. QUALIFICATIONS * Bachelor's degree or higher required. Degree in business, computer science, or related field preferred. * PMP certification a plus. * Minimum three years of project management experience required. * Experience working in a banking or technology environment preferred. * Experience utilizing AI tools preferred. * Must possess the ability to work independently, handle multiple tasks, work well under time constraints with limited supervision while utilizing critical thinking skills. * Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively. * Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar. * Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry. * Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach. * Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks. * Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports. * Experience using Microsoft Excel, Visio, and Smartsheet is required. * Experience using and updating SharePoint sites is preferred. * Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades. * Occasional travel to other First American Bank locations, Bank functions, and training facilities may be required. * Some travel to outside locations for project development meetings, vendor meetings, or training may be required. * Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need for project deployments. * Remote work allowed. * Punctuality is required to maintain First American Bank's customer service standards. Responsibilities First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. The Product Development Project Manager is responsible for defining, planning, managing, and monitoring product development and service delivery projects. This individual will deliver high-quality products and services that meet business and technical requirements by adhering to established project standards and methodologies. Ensuring excellence in project execution, the incumbent drives projects to successful completion, aligning outcomes with organizational goals. DUTIES & RESPONSIBILITIES - Manage project tasks for each project team member to drive the execution of prioritized projects to successfully deliver project tasks to time, quality and budget. - Work with Project Sponsors, Stakeholders, other Project Team Members, and Vendors to create or oversee the creation of project deliverables, including project scope, business and functional requirements, project plans, test plans, and other project related documents. - Gather and document project requirements for use either internally or by external vendor. - Facilitate project status/steering meetings and communicate with internal departments, senior leadership and project stakeholders. - Ensure accurate and timely reporting of initiative status, issues, risks and required decisions to relevant personnel and provide management reports when necessary. - Negotiate appropriate resources from relevant business units and within the department to successfully deliver project objectives. - Coordinate, respond and effect where agreed, request for changes from original requirements or specifications. - Escalate, communicate and take prompt actions where there is slippage against the plan of project activity. - Assist in defining and maintaining project management deliverable templates to be used for all projects within the department. - Help the department make incremental improvements in the quality of the service and enhance the professional functioning of the department. - Prepare agendas and detailed meeting minutes to ensure clear communication and effective documentation of discussions and decisions. Schedule follow up meetings when necessary. - Monitor and update project tasks and deliverables using Smartsheet or other identified project tools and adhere to project standards, including change control, risk control, user acceptance testing and technology procedures. - Work on multiple projects simultaneously. - Escalate project issues, risks, and roadblocks, as well as create mitigation and action plans. - Organize user acceptance testing events with relevant business personnel. Ensure feedback from user testing is managed and addressed accordingly. - Conduct group presentations and meetings as needed. - Conduct and complete additional assignments/projects as designated by management. QUALIFICATIONS - Bachelor's degree or higher required. Degree in business, computer science, or related field preferred. - PMP certification a plus. - Minimum three years of project management experience required. - Experience working in a banking or technology environment preferred. - Experience utilizing AI tools preferred. - Must possess the ability to work independently, handle multiple tasks, work well under time constraints with limited supervision while utilizing critical thinking skills. - Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively. - Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar. - Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry. - Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach. - Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks. - Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports. - Experience using Microsoft Excel, Visio, and Smartsheet is required. - Experience using and updating SharePoint sites is preferred. - Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades. - Occasional travel to other First American Bank locations, Bank functions, and training facilities may be required. - Some travel to outside locations for project development meetings, vendor meetings, or training may be required. - Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need for project deployments. - Remote work allowed. - Punctuality is required to maintain First American Bank's customer service standards.
    $108k-132k yearly est. Auto-Apply 60d+ ago
  • Senior Banker - Capital Square Financial Center -

    Bank of America 4.7company rating

    Columbus, OH job

    Columbus, Ohio;Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. **Responsibilities:** + Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities + Assists, educates, and trains clients on conducting simple transactions through self-service technologies + Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy + Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements **Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment + In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months + Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Confident in identifying solutions for helping new and existing clients based on their needs + Strong written and verbal communications skills + Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) + Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances + Applies strong critical thinking and problem-solving skills to meet clients' needs + Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously + Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Associate's Degree or Bachelor's Degree in business, finance or a related field + Experience working in a financial center where goals were met or exceeded + Retail and/or sales experience in a salary plus incentive environment + Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded + Experience with financial information, spreadsheets and financial skills + Knowledge of banking products and services + Strong computer skills including Microsoft applications and previous experience utilizing laptop technology **Skills:** + Active Listening + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $63k-118k yearly est. 22d ago
  • Senior Data Analyst - Sanctions Screening Center of Excellence

    Bank of America 4.7company rating

    Remote or Charlotte, NC job

    Charlotte, North Carolina;Richmond, Virginia; Scranton, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************ **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance. **Line of Business Description:** About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions. **Responsibilities:** + Primary responsibility is to create / update business rules to minimize the false-positive Sanctions alerts to improve efficiency and effectives of the CoE's alert review process. + Manage the multiple on-going initiatives by attending calls from various projects, understand the Sanctions needs from the projects, Provide requirements to the projects and track the status of these projects. + Analyze alerts on a daily basis to chalk out strategies to reduce the false-positives, using different pattern matching and trending techniques + Assist in on-boarding new applications / Clients into the Sanctions screening platform requiring detailed discussions with various lines of businesses in understanding the nature and type of data received from and assist in data mapping into standard formats acceptable for Sanctions screening + Ability to query & analyze the data required for ad hoc requirements on the fly and generate reports for the team to use. + Work with technology teams for requirements / testing and implementing changes to improve / automate CoE processes + Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set + Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship + Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform + Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform + Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents **Required Qualifications:** + Bachelor's degree in Computer Science, Data Management, Statistics or related fields + Intermediate knowledge in SQL and using tools like TOAD + Awareness of AI / Machine learning concepts and ability to implement such strategies + Experience in data analytics and interpretation of large volumes of data + Scripting experience with any language like Python, Java, VB **Desired Qualifications:** + Experience in Sanctions / AML processes + Data transformation / formatting experience and able to work with data in different formats + Knowledge of Economic Sanctions programs requirements + Experience in Global Banking & Markets business process + Experience in Sanctions screening applications like Fircosoft + Logical thinking capabilities with a technical mind-set + Advanced knowledge in using Microsoft Excel and MS Access + Knowledge in using Microsoft products Word, Outlook, Power-point and Visio + Knowledge of PowerBI /Tableau + Ability to prioritize, use own initiative, make quick decisions, be flexible and work independently + Ability to work remotely, with teams spread globally, under pressure, meet deadlines and navigate change + Ability to work and interact with people from a diverse range of backgrounds and opinions **Skills:** + Data Collection and Entry + Data Management + Data Modeling + Issue Management + Policies, Procedures, and Guidelines Management + Analytical Thinking + Collaboration + Data Governance + Data Quality Management + Data and Trend Analysis + Business Acumen + Controls Management + Production Support + Regulatory Compliance + Solution Design **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $85k-109k yearly est. 60d+ ago
  • Due Diligence Consultant - Corporate PEP Team

    Wells Fargo Bank 4.6company rating

    Remote or Minneapolis, MN job

    About this role: Wells Fargo is seeking a Financial Crimes Due Diligence Consultant within the Corporate Politically Exposed Person (PEP) Team. Specific responsibilities include but are not limited to: In this role, you will: Making determinations on PEP status, assessing PEP risk levels, understanding complex PEP customers and networks, and documenting rationale related to PEP. Drive successful results and continual process improvement Review and analyze PEP processes or challenges that require research, evaluation, and selection of alternatives Exercise independent judgment to guide low to medium risk deliverables Present recommendations and exercise independent judgment while developing expertise in the PEP function, policies, procedures and compliance requirements. Own client onboarding process to mitigate risk through a due diligence process Participate in conducting less complex client due diligence processes, research and identify opportunities to mitigate risk Consult and provide support to interpret policies, guidelines and governance programs Support business in execution of due diligence reporting processes and controls Review and analyze client onboarding processes or challenges that require research, evaluation, and selection of alternatives Exercise independent judgment to guide medium risk deliverables Aggregate, evaluate and report results and escalate where necessary Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the due diligence function, policies, procedures and compliance requirements Collaborate and consult with peers, colleagues, managers and internal and external customers to resolve issues and achieve goals Required Qualifications: 2+ years of Due Diligence experience, or equivalent (including risk management, client service, operations support, or business process management) demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years BSA/AML experience BS/BA degree or higher Experience supporting a Political Exposed Persons (PEP) program by making determinations on a Political Exposed Persons (PEP) status and assessing PEP risk Experience conducting Financial Crimes related research, analyzing the results of the research, and summarizing the results of the research and analysis in a clear and concise manner Experience with interpreting and analyzing PEP related World Check and World Compliance reports The candidate must demonstrate strong assessment and analytical capabilities, including the ability to critically evaluate information, identify patterns and trends, and make data-informed decisions Strong time management skills and ability to meet deadlines Microsoft Office (Word, Excel, and Outlook) skills Strong analytical skills with high attention to detail and accuracy Strong verbal and written communication skills Ability to identify, cross-reference, and articulate ambiguous information and act accordingly Ability to think strategically, implement, and deliver business objectives Ability to execute in a fast paced, high demand, environment while balancing multiple priorities Operates independently with supervision support, and effectively manages work requests to meet performance expectations Ability to operate effectively at both a conceptual level and a detailed level Proven experience building partnerships, collaborating, and influencing key stakeholders Ability to collaborate with geographically dispersed teams Ability to navigate through ambiguity and maintain momentum driving for results and clarity in uncertain situations Hybrid office schedule - up to 2 days remote work each week. Minneapolis location only Relocation assistance not approved for this role. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $66,000.00 - $100,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 15 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $66k-100k yearly 1d ago
  • Asset Based Lending Senior Business Development Officer

    Bank of America Corporation 4.7company rating

    Columbus, OH job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for sourcing new financing opportunities and leading deal teams through the analysis, approval, and execution phases of a transaction. Key responsibilities include working on sole lender, club, and widely syndicated ABL transactions and maintaining an external referral network of private equity firms, investment banks, consultants, and direct credit lenders. Job expectations include developing an internal referral network of relationship managers and credit product managers in Global Banking among other lines of business to work with prospective ABL clients and COIs. Responsibilities: * Originates new asset based lending credit facilities for companies $50MM+ in revenue * Acquires profitable client relationships through sales, prospecting, and enhancing existing relationships * Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends * Collaborates with internal bank partners to deliver asset based lending solutions to clients and prospects * Leads and facilitates dialogue with complex clients and prospects on topics such as the industry, alternative capital structures, and general business issues * Coaches and mentors peers, while utilizing leadership skills * Adapts to changes in sales practices and broader market and industry conditions as needed Skills: * Business Development * Negotiation * Sales Strategy * Client Management * Influence * Networking * Referral Identification * Oral Communications * Referral Management * Written Communications Required Skills * Direct calling experience at the CEO, CFO and MD level * Five+ years of experience in ABL Lending * Strong oral, written and analytical/credit skills * Ability to travel for in-person meetings * FINRA 7, 63 and 79 licenses (if not currently licensed, must be completed within 180 days of start date). Desired Skills * Completion of a bank credit training program. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $69k-108k yearly est. 32d ago
  • Relationship Banker - Columbus, OH Area

    Bank of America 4.7company rating

    Columbus, OH job

    Columbus, Ohio;Westerville, Ohio; Lewis Center, Ohio; Columbus, Ohio; Hilliard, Ohio; Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Can be flexible to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $23k-28k yearly est. 43d ago
  • Merrill Experienced Financial Advisor

    Bank of America Corporation 4.7company rating

    Columbus, OH job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40
    $48k-80k yearly est. 32d ago
  • Programs Sales Manager

    Bank of America 4.7company rating

    Westerville, OH job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for managing and leading a team of Practice Solutions Relationship Account Officers accountable for selling financial products to healthcare professionals. Key responsibilities include to reviewing active portfolios of clients to drive business and credit opportunities, and assisting team members with escalating issues. Job expectations include understanding of Practice Solutions products and credit acumen, ability to work with internal and external partners/leaders, and coaching associates. Responsibilities: • Drives operational excellence and business strategy with an in depth knowledge of credit analysis, credit products, risk assessment, and structuring • Manages credit escalations, credit deal reviews and negotiation, spread analysis, and appeals throughout credit continuum • Demonstrates examples of improving specific businesses financial outcomes by interpreting financial statements, mitigants, recognizing specific levers for success, and providing credit expertise and influence • Partners with support teams (underwriting, fulfillment, project consultants, etc.) to drive business through the loan process 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. Diversity & 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. Skills: Business Acumen Credit Documentation Requirements Process Management Sales Strategy Business Case Review Coaching Portfolio Analysis Process Performance Measurement Sales Performance Management Candidate Screening Customer Service Management Employee Counseling Relationship Building Workforce Diversity Management Required Qualifications: Experience with Practice Solutions products Strong knowledge of healthcare industry Sales experience and in-depth Credit acumen Prior management/team leadership experience Pipeline Management/Reporting and system knowledge Flexible and adaptable to changing business needs/requirements Desired Qualifications: Strong organizational skills with ability to prioritize and work under pressure to ensure to meet deadlines Effective interpersonal and communication skills with ability to resolve issues in a professional and timely manner working in a team Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $90k-117k yearly est. Auto-Apply 60d+ ago
  • Senior Data Analyst - Sanctions Screening Center of Excellence

    Bank of America Corporation 4.7company rating

    Remote or Scranton, PA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance. Line of Business Description: About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions. Responsibilities: * Primary responsibility is to create / update business rules to minimize the false-positive Sanctions alerts to improve efficiency and effectives of the CoE's alert review process. * Manage the multiple on-going initiatives by attending calls from various projects, understand the Sanctions needs from the projects, Provide requirements to the projects and track the status of these projects. * Analyze alerts on a daily basis to chalk out strategies to reduce the false-positives, using different pattern matching and trending techniques * Assist in on-boarding new applications / Clients into the Sanctions screening platform requiring detailed discussions with various lines of businesses in understanding the nature and type of data received from and assist in data mapping into standard formats acceptable for Sanctions screening * Ability to query & analyze the data required for ad hoc requirements on the fly and generate reports for the team to use. * Work with technology teams for requirements / testing and implementing changes to improve / automate CoE processes * Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set * Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship * Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform * Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform * Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents Required Qualifications: * Bachelor's degree in Computer Science, Data Management, Statistics or related fields * Intermediate knowledge in SQL and using tools like TOAD * Awareness of AI / Machine learning concepts and ability to implement such strategies * Experience in data analytics and interpretation of large volumes of data * Scripting experience with any language like Python, Java, VB Desired Qualifications: * Experience in Sanctions / AML processes * Data transformation / formatting experience and able to work with data in different formats * Knowledge of Economic Sanctions programs requirements * Experience in Global Banking & Markets business process * Experience in Sanctions screening applications like Fircosoft * Logical thinking capabilities with a technical mind-set * Advanced knowledge in using Microsoft Excel and MS Access * Knowledge in using Microsoft products Word, Outlook, Power-point and Visio * Knowledge of PowerBI /Tableau * Ability to prioritize, use own initiative, make quick decisions, be flexible and work independently * Ability to work remotely, with teams spread globally, under pressure, meet deadlines and navigate change * Ability to work and interact with people from a diverse range of backgrounds and opinions Skills: * Data Collection and Entry * Data Management * Data Modeling * Issue Management * Policies, Procedures, and Guidelines Management * Analytical Thinking * Collaboration * Data Governance * Data Quality Management * Data and Trend Analysis * Business Acumen * Controls Management * Production Support * Regulatory Compliance * Solution Design Shift: 1st shift (United States of America) Hours Per Week: 40
    $83k-105k yearly est. 32d ago
  • Project Consultant I - Practice Solutions

    Bank of America 4.7company rating

    Westerville, OH job

    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: Leads the effort in the pre-closing and closing process on complex real estate loans, including construction, term, lines of credit, and letters of credit, some of which may be syndicated. Independently reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Relationship Account Officer, borrower, counsel, construction consultants and title companies. Monitors documentation requirements. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, and ensuring loan is in balance in accordance with approval. Preferred three or more years of previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills. Responsibilities: Manages backlog of startup healthcare clients during the project phase of loan process Processes disbursements on behalf of clients Communicates frequently with internal/external partners and clients Identifies and delivers to client's needs through loan closing process Collects required documentation from client based on loan conditions Skills: Client Experience Branding Client Solutions Advisory Collaboration Customer and Client Focus Record Keeping Account Management Adaptability Required Qualifications: Proficient computer skills Strong decision-making skills and problem-solving skills Excellent verbal and written communication skills Strong customer service skills Desired Qualifications: Three or more years of previous real estate loan administration experience or real estate paralegal experience Ability to learn and adapt to ongoing changes and new technology platforms Experience in receiving and implementing performance feedback and coaching Self-motivated and results-oriented with excellent organizational skills Experience deepening relationships over the phone with clients Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $75k-105k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker - Grove City

    Bank of America 4.7company rating

    Grove City, OH job

    Grove City, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $23k-28k yearly est. 43d ago
  • Vice President; Global Markets Risk Manager

    Bank of America 4.7company rating

    Remote or New York, NY job

    New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Responsibilities:** + Report and monitor positions against market risk metrics and limits. + Liaise closely with trading desks to understand market trends in relation to portfolio changes. + Review and challenge risks related to new products, structured transactions and business strategies. + Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators. + Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability. + Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure. + Identify issues in both historical market data, security reference data, and front office pricing. + Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models. + Remote work may be permitted within a commutable distance from the worksite. **Required Skills & Experience:** + Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and + 5 years of progressively responsible experience in the job offered or a related Quantitative occupation. + Must include 5 years of experience in each of the following: + Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output; + Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis; + Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and; + Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. **EMPLOYER:** Bank of America N.A. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $119k-156k yearly est. Easy Apply 1d ago
  • Senior Valuations Specialist

    Wells Fargo 4.6company rating

    Remote or Santa Clara, CA job

    **About this role:** Wells Fargo is seeking a Senior Residential Real Estate Appraiser as part of Shared Services. Learn more about our career areas and lines of business at wellsfargojobs.com In this role, you will: **In this role, you will:** + Perform as project leader and mentor for other staff + Perform all aspects of complex and non-complex valuation assignments. Assignments consist of residential (1-4-unit properties and vacant land) appraisal and appraisal review assignments which may include full inspection walk-throughs and exterior drive-by assignments in a large geographic territory as well as desk assignments. + Ensure valuation assignments are completed in a timely manner with the highest level of quality and comply with Federal and State laws, corporate policies and procedures as well as the Uniform Standards of Professional Appraisal Practice (USPAP). + Exercise sound judgment, work independently with a minimal amount of supervision. + Demonstrate advanced use of various appraisal related technologies throughout the appraisal process. + Interact with integrity and a professional manner with external customers during appointment setting and in person inspections of real estate. + Collaborate effectively with internal partners to provide solutions for complex issues. **Required Qualifications:** + 4+ years of Valuations, Lending, or Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. + Certified General or Certified Residential Appraiser. **Desired Qualifications:** + Expanded knowledge and understanding of the principles of real estate appraisal and local real estate markets. + Strong, clear and concise written and oral communication skills. + Excellent organization and analytical skills with high attention to detail and accuracy. + Ability to take initiative, meet deadlines and work independently with minimal supervision in a structured environment. + Advanced technical skills with appraisal related tools including computer technology, appraisal software, automated valuation tools and Multiple Listing Services. + Intermediate Microsoft Office (Word, Excel and Outlook) skills. + Financial services and/or bank experience. + Experience in mentoring trainee appraisers and completion of the AQB supervisor course. **Job Expectations:** + Ability to drive a motor vehicle, have access to reliable transportation and a valid, state issued driver's license. + Ability to cover a large geographic territory. + Ability to work remote including reliable internet service. + Perform work both indoors and outdoors. + Must have use of two hands or functional equivalent. + Ability to climb up and down stairs. + Ability to walk up and down sloped terrain and to bend. + Ability to stand for extended periods of time. + **This position is 100% remote** , but the Appraiser should reside in Santa Clara County, CA + **Work Schedule:** Monday-Friday 8:00am-5:00pm **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $50.00 - $80.77 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 20 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-513601
    $53k-100k yearly est. 7d ago
  • Asset Based Lending Senior Business Development Officer

    Bank of America 4.7company rating

    Columbus, OH job

    Cleveland, Ohio;Cincinnati, Ohio; Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************* **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for sourcing new financing opportunities and leading deal teams through the analysis, approval, and execution phases of a transaction. Key responsibilities include working on sole lender, club, and widely syndicated ABL transactions and maintaining an external referral network of private equity firms, investment banks, consultants, and direct credit lenders. Job expectations include developing an internal referral network of relationship managers and credit product managers in Global Banking among other lines of business to work with prospective ABL clients and COIs. **Responsibilities:** + Originates new asset based lending credit facilities for companies $50MM+ in revenue + Acquires profitable client relationships through sales, prospecting, and enhancing existing relationships + Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends + Collaborates with internal bank partners to deliver asset based lending solutions to clients and prospects + Leads and facilitates dialogue with complex clients and prospects on topics such as the industry, alternative capital structures, and general business issues + Coaches and mentors peers, while utilizing leadership skills + Adapts to changes in sales practices and broader market and industry conditions as needed **Skills:** + Business Development + Negotiation + Sales Strategy + Client Management + Influence + Networking + Referral Identification + Oral Communications + Referral Management + Written Communications **Required Skills** + Direct calling experience at the CEO, CFO and MD level + Five+ years of experience in ABL Lending + Strong oral, written and analytical/credit skills + Ability to travel for in-person meetings + FINRA 7, 63 and 79 licenses (if not currently licensed, must be completed within 180 days of start date). **Desired Skills** + Completion of a bank credit training program. **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $69k-108k yearly est. 60d+ ago
  • Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Columbus, OH

    Bank of America 4.7company rating

    Columbus, OH job

    Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************************************************* **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. As a **Financial Solutions Advisor within the centralized segment of the Advisor Development Program,** your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. **The Academy** will support you along the way with dedicated programs, tools and resources throughout your career journey. We'll help you + **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. + **Get training and one-on-one coaching** from Academy managers who are invested in your success. + **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 60 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role. + **Build your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + **Provide end-to-end comprehensive advice** , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. + **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to + Unlimited potential for financial growth. + A strong referral base from across the business through our relationship with one in every two households. + Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. + Robust marketing support to reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. + Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that + Believes in responsible growth and has a proven dedication to supporting the communities we serve. + Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. + Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. + Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. **Required Qualifications:** + Displays confidence working in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Applies relevant regulatory due diligence in daily activities and creating long-term client strategies **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $48k-80k yearly est. 27d ago

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Cambridge Savings Bank may also be known as or be related to Cambridge Savings Bank and Cambridge Savings Bank - Massachusetts.