Senior Administrative Assistant (Administrative Support Assistant III) - Software Go To Market (Remote)
Capital One job in Atlanta, GA
Capital One is looking for an exceptionally bright, multitasking, and self-motivated experienced Administrative Support Assistant III to support 4 to 6 executives in a fast-paced tech-savvy environment. You will partner with multiple executives to handle administrative tasks freeing up their time to focus on department and company goals. A quick thinker, your flexibility and adaptability are key to constantly changing demands and priorities. You are resourceful and autonomous when taking on new tasks and projects relying on problem-solving skills to make it all work! As the gatekeeper and extension of your executive leaders, you will frequently find yourself in the center of everything that happens on the team. You are extremely pivotal to the success of a well-run, efficient, productive and happy team.
In this role, you are a jack of all trades! Administrative Assistants perform an array of administrative functions critical to running an organization efficiently. You will strategically manage your executives' complex schedules through prioritization and organization. You will handle travel arrangements, create expense reports, and disseminate information. Your communication will be personable while still getting your point across. As team ambassador, you are proficient in writing and proof-reading with impeccable grammar and composition.
**Responsibilities** :
+ Managing daily calendars for multiple executives, demonstrating flexibility and problem-solving abilities to adjust or prioritize schedules based on last-minute changes
+ Arrange and reserve conference rooms, catering, audio/video and other essential services as needed for meetings and conferences
+ Coordinate travel arrangements and create expense reports in a timely manner using Capital One systems
+ Drive key team activities and events (such as all-hands meeting, team meetings, conferences, ordering supplies and social events)
+ Prepare professional business communication documents including memos, letters, and emails
+ Build and maintain good business relationships with executives and administrative staff across the organizations
+ Participation in general administrative duties (copying), distributing mail, ad-hoc projects, committees and/or group events
+ Promote a fun and team-oriented work environment
At Capital One, you will find an environment that inspires a can-do-anything spirit with a multitude of supportive resources. Better still, you will find managers who encourage you to be your best in all areas of your life. If you are ready to create an administrative role that satisfies your professional goals while balancing your personal interests, then Capital One is eager to talk to you.
**Basic Qualifications** :
+ High School Diploma, GED or equivalent certification
+ At least 2 years of Administrative experience
+ At least 2 years of experience in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) or Google Suite
**Preferred Qualifications** :
+ Associates Degree
+ At least 5+ years of experience as an Executive Assistant or Administrative Assistant in a fast-paced environment
+ At least 3+ years of calendar management supporting multiple executives
+ At least 1+ year of meeting and event planning experience
+ Experience setting up video conference and Zoom/Skype technology for meeting user
+ Experience planning ahead and managing time effectively
+ Excellent written and verbal communications
+ Excellent organizational skills
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $72,100 - $82,300 for Admin Support Assistant III
Richmond, VA: $72,100 - $82,300 for Admin Support Assistant III
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Dealer Success Manager Coach - (People Leader)
Capital One job in Alpharetta, GA
As a Dealer Success Manager People Leader with Capital One Auto, you'll have an amazing opportunity to train, coach, motivate, share winning best practices and improve processes within our Sales Organization while working directly with our Outside Sales partners around the country. In this role, you will also serve as a People Leader, directly managing Dealer Success Managers to ensure their success in the role and holding the ultimate responsibility for your team's overall performance. This position reports directly to the Regional President and requires close collaboration with the Regional Sales Manager, Regional Relationship Manager, and the broader POD teams. This cohesive partnership is essential to delivering exceptional service to our Dealer customers. We are excited to be growing our team to build the next generation on sound practices and values so that our philosophy can transcend into our products and services. We hope you join our tremendous team that has helped change our industry for the better.
Responsibilities:
+ People Leadership and Performance Management: Direct management and coaching of Dealer Success Managers, including mentorship, goal setting, performance reviews and career development. Accountable for the overall performance, productivity and professional development of the assigned team of Dealer Success Managers.
+ Provides initial training, coaching and oversight of Dealer Success Managers throughout the new hire training program.
+ Ongoing focus and development for all Dealer Success Managers through continued education forums.
+ Provides understanding on policy and procedure adherence and ensures compliant actions are understood and adhered to.
+ Effectively communicate across the organization including Senior Leadership.
+ Some travel may be required up to 50%Skills and Competencies:
+ People Development & Coaching: Demonstrated ability to coach, mentor, and develop team members for peak performance and career growth. Proven success in giving effective feedback, recognizing potential, and building high-performing, engaged teams.
+ Change Leadership & Motivation: Capacity to lead a team through periods of change, motivate associates to achieve ambitious goals, and foster a positive, accountable, and collaborative team culture.
+ Talent Management: Strong instincts for identifying, acquiring, and retaining top talent. Experience with performance management processes, including rewarding high performers and addressing performance gaps decisively and constructively.
+ Strategic: Proven track record of making holistic assessments of our current state, defining an end state vision, and the audacity to articulate the path to get there. Conceptual thinking skills must be complemented by a strong orientation towards continuous improvement, given the complexity of our execution environment.
+ Strong communication, negotiation and influencing skills: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills.
+ Clear results orientation: Focused on achieving both short and long-term goals. Be able to drive and execute an agenda in an uncertain and fluid environment while overseeing multiple projects and programs concurrently.
Basic Qualifications:
+ High School Diploma, GED, or equivalent certification
+ At least 3 years experience in staff management and training
Preferred Qualifications:
+ Bachelor's Degree
+ 5+ years of experience in staff management and training
+ 3+ years of experience in the Auto Finance industry
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Sales Territory: $132,800 - $151,600 for Dealer Success Manager Coach
Tampa, FL: $132,800 - $151,600 for Dealer Success Manager Coach
Alpharetta, GA: $132,800 - $151,600 for Dealer Success Manager Coach
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Credit Executive, Global Wealth & Investment Management
Atlanta, GA 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:
The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients.
Responsibilities:
* Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
* Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
* Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
* Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
* Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
* Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits
Required Qualifications:
* 10 plus years of commercial credit or wealth management credit experience
* Strong oral and written communication skills
* Effectively present to Merrill leadership and advisors around Custom Credit
* Strong credit skills (commercial / UHNW)
* Organized and can handle/prioritize several transactions at the same time
* Ability to work well with with underwriting, risk, and other business partners
* Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
* Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.
* Manage ongoing loan portfolio (reporting, covenants, etc.)
Desired Qualifications:
* Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans
* BS degree / MBA
Skills:
* Business Development
* Loan Structuring
* Negotiation
* Prospecting
* Relationship Building
* Active Listening
* Business Acumen
* Client Management
* Customer and Client Focus
* Profitability Analysis
* Influence
* Pipeline Management
* Portfolio Management
* Problem Solving
* Sales Strategy
Shift:
1st shift (United States of America)
Hours Per Week:
40
Risk Management - Asset Based Lending Credit Officer - Vice President
Atlanta, GA job
JobID: 210620809 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $123,500.00-$230,000.00 Bring your expertise to JPMorgan Chase and join a leading team of ABL credit risk professionals. In Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient and your work will have a direct impact supporting responsible business growth while anticipating new and emerging risks. Further, using your expert judgement you work to solve real-world challenges that impact our company, customers and communities. Our culture is all about thinking outside the box, challenging the status quo and striving to be best-in-class
As a Lead Credit Officer in Asset Based Lending Credit Risk, you will be part of the firm's risk governance framework and a critical member of the risk management team. The Asset Based Lending team primarily provides working capital revolving lines of credit and fixed asset loans to corporate clients. Credit Officers on the Investment Bank Asset Based Lending team manage a portfolio of accounts new business transactions.
Job Responsibilities
* Manage portfolio of ABL clients, monitor financial performance trends, borrowing base trends and lead ABL credit relationship with borrower and internal stakeholders
* Perform due diligence for loans, derivatives, leases and cash management including: financial due diligence, financial and /or liquidity modeling, field exam, appraisal and legal diligence
* Lead ABL credit structuring and legal document negotiations
* Partner with Bankers, Corporate Credit partners, Debt Capital Markets, Treasury Services, Leasing, Derivatives and Loan Operations
Required qualifications, capabilities, and skills
* Minimum 5 years' experience in commercial banking, credit risk, portfolio management with Asset Based Lending financing knowledge
* Strong understanding of capital markets, financing structures, derivatives and cash management products as well as related documentation
* Excellent communication and presentation skills - both written and verbal
* Ability to think critically and multitask in a fast-paced environment
* Strong interpersonal and relationship development skills
* Proficiency in Microsoft Excel, Word, PowerPoint and Outlook
* Bachelor's degree
Preferred qualifications, capabilities, and skills
The following additional items will be considered but are not required for this role
* Formal credit training program a plus
* Bachelor's degree in Accounting or Finance preferred
Auto-ApplyTreasury Management Officer - Commercial Bank
Atlanta, GA job
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
6+ years of cash management, sales and relationship management experience
Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
Excellent verbal and written communication skills
Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
Strong time management, organizational and planning skills
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
Bachelor's degree
Certified Treasury Professional designation
Strong creative solution and problem-solving abilities
Auto-Apply2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track
Atlanta, GA job
JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Atlanta, GA
Chicago, IL
Houston, TX
Los Angeles, CA
New York, NY
San Francisco, CA
You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Global Corporate Banking Track (GCB)
Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in:
* Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management
* Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice.
* Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries.
* Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation.
The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry.
Recommended Course and/or Projects:
* Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health
* Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy.
* Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-ApplyBusiness Development Associate - North America Payments
Atlanta, GA job
We are seeking a driven and results-oriented Sales Executive to accelerate commercial growth within the biller segment. This role is focused on acquiring new business through proactive outbound prospecting, lead generation, and strategic engagement. The ideal candidate will be skilled in building relationships, negotiating contracts, and managing a qualified pipeline to meet quarterly revenue targets.
Key Responsibilities
Lead Generation & Prospecting (50%)
* Proactively source and qualify new leads via cold outreach, networking, and market research.
* Build and maintain a robust pipeline of prospective clients across targeted industries and geographies.
* Schedule and conduct introductory meetings to understand client needs and present tailored solutions.
Contract Negotiation & Onboarding (20%)
* Negotiate favorable contract terms with prospective clients.
* Ensure seamless progression from contract execution to active transaction flow.
* Collaborate with internal teams to expedite onboarding and remove activation barriers.
Sales Tracking & Reporting (20%)
* Monitor outreach activity, conversion rates, and pipeline metrics using CRM tools.
* Provide regular performance updates to senior leadership.
Market Intelligence & Collaboration (10%)
* Stay informed on industry trends, competitor activity, and emerging opportunities.
* Partner with marketing and product teams to refine messaging and support lead generation campaigns.
Qualifications
Experience
* 1-3 years in outbound sales, lead generation, or business development.
Education
* Bachelor's degree in Business, Marketing, or related field preferred.
Technical Skills
* CRM Systems (e.g., Salesforce): Intermediate - manage leads, track pipeline activity, and maintain accurate records.
* Microsoft Office Suite: Intermediate - create presentations, manage outreach lists, and communicate professionally.
* Market Research Tools (e.g., LinkedIn Sales Navigator): Basic - identify and qualify prospects.
* Data Analysis & Reporting: Basic - interpret sales metrics and dashboards.
Soft Skills
* Communication: High proficiency - articulate ideas and engage prospects effectively.
* Ownership & Accountability: Moderate - take initiative and meet performance expectations.
* Teamwork & Collaboration: Moderate - contribute to team goals and share information.
* Stakeholder Management: Basic to Moderate - build rapport and support onboarding.
* Adaptability: Moderate - respond well to change and feedback.
* Time Management: Moderate - prioritize tasks and meet deadlines.
* Resilience & Persistence: Moderate to High - maintain motivation and pursue opportunities.
* Organization: Moderate - keep outreach and records structured.
* Self-Starter Mentality: High - proactively seek opportunities and drive activity independently.
Auto-ApplySr. Manager, Associate Treasury Management Consultant Team Lead
Capital One job in Atlanta, GA
This role is a leadership opportunity with a dual mandate of driving associate development and portfolio management. As the Associate Treasury Management Consultant Team Lead your role is to develop a group of Associate Treasury Management Consultants (ATMC) into our future Treasury Management Consultants (TMC). This position oversees the hiring, training, strategic planning, career coaching, client coverage and new sales support initiatives for the ATMC team. The ATMC role works closely with seasoned TMCs to drive Treasury Management sales activities including development of new relationships, expansion of existing relationships and providing ongoing consultative support to our client.
In addition to partnering with TMCs, you will guide your team to build and manage their own books of business, partnering with internal stakeholders to be a single point of accountability on deposit, treasury management, and liquidity needs for key prospects and clients.
As a trusted advisor and team leader, you will be instrumental in teaching your team to create and deliver customized, client-centric solutions through a consultative approach. You will foster a spirit of teamwork and cooperation and instill best practices in your team to help them influence strategy and meet client needs.
Responsibilities:
Talent Development & Mentorship:
* Mentor, coach, and develop a team of associate-level consultants, focusing on building their sales skills, product knowledge, and client relationship management capabilities
* Develop & execute a strategic hiring plan that aligns with the predicted succession needs of our senior TMC team (geography, industry specialization, sales focus)
* Lead joint sales calls with associates to provide real-time coaching, feedback, and support
* Guide associates in developing effective prospecting strategies to build and maintain a robust sales pipeline
* Provide regular, constructive feedback and performance guidance to support the long-term career growth of team members
* Act as a primary resource for associates on complex deal structuring, story-telling, risk assessment, and navigating internal partnerships
* Responsible for leading & creating community of practice forums
Business Development & Strategy:
* Lead and direct the team to identify and pursue both internal and external prospects, generating new, high-quality, and profitable Treasury Management and deposit business to achieve or exceed growth goals
* Guide the team in designing innovative, customer-centric treasury management solutions and provide expert consultation on the liquidity management cycle for high-value clients
* Empower the team to identify working capital efficiency opportunities for businesses and deepen client relationships, ensuring clients are aware of market and industry trends.
* Maintain highly visible relationships with LOB & TM Sales Leaders across all of the Commercial Bank
* Identify new strategies to support the sales team & clients, including benchmarking, market research, prospecting and lending pipeline evaluation
* Collaborate with internal marketing teams to contribute to the design of effective sales collateral that supports the team's objectives
Client & Portfolio Management:
* Oversee the team's portfolio of new and existing clients, with a focus on profitable, organic revenue growth and minimizing attrition
* Train the team to understand their clients' businesses, organizational structures, and expected activity to identify and communicate operational credit exposures and other risks
* Ensure continuous coverage and escalated support of clients and TMCs when there are ATMC vacancies, a uniquely frequent situation in a team built to be a talent exporter
* Ensure the team understands treasury management product risks and that Capital One credit policies are adhered to and mitigated
* Establish and manage team standards for client onboarding, including the execution of documentation and the successful ramp-up of sold services
Basic Qualifications:
* High School Diploma, GED or equivalent certification
* At least 6 years of financial services experience
* At least 5 years of sales experience
* At least 5 years of treasury management experience
Preferred Qualifications:
* Bachelor's degree or Military experience
* At least 7 years in-depth to advanced treasury management experience
* In-depth to advanced treasury management product knowledge
* Effective oral and written communication skills
* Certified Treasury Professional designation or equivalent certification
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Atlanta, GA: $140,600 - $160,400 for Treasury Management Consultant III
Charlotte, NC: $140,600 - $160,400 for Treasury Management Consultant III
Chicago, IL: $140,600 - $160,400 for Treasury Management Consultant III
McLean, VA: $154,600 - $176,400 for Treasury Management Consultant III
New York, NY: $168,700 - $192,500 for Treasury Management Consultant III
Plano, TX: $140,600 - $160,400 for Treasury Management Consultant III
Richmond, VA: $140,600 - $160,400 for Treasury Management Consultant III
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Senior Manager of Creative Strategy, OnBrand
Atlanta, GA job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The Senior Manager of Creative Strategy develops and implements the strategic foundations that inspires and informs communications to that inspire creative excellence and enables American Express to connect meaningfully with our target customers and prospects. This role will focus on our B2B business, forming an integral partnership with the creative team to drive communications for suite of commercial products, benefits, and services.
They'll be responsible for leveraging data and insights to generate comprehensive, integrated creative and channel briefs. They will acquire and share deep knowledge of the industry including the competitive landscape, category disruptors and key business issues that affect American Express. They'll develop approaches that drive high-level recommendations and decisions, and that result in standout creative delivery. Additionally, and perhaps most importantly, our ideal candidate is creative, collaborative, positive, and can build strong relationships with both internal and external partners, and agency teams.
Key Responsibilities:
* Sets the strategic direction for creative campaigns in alignment with overall business strategy.
* Develops brand and product positionings, campaign briefs, comms plans, consumer journeys, and activation frameworks that guide creative execution.
* Develops and executes innovative digital, channel, and content strategies across multiple platforms and customer touchpoints, with demonstrated experience in digital content creation, digital product strategy, journey mapping, including 360 campaigns, social media, landing pages, and emerging technologies.
* Seeks opportunities to stay up to date on technology, tools, and emerging media channels.
* Establishes themselves as a thought leader around integrated marketing and their dedicated line of business.
* Provides insight into research and testing methodologies and informs forecasting and optimization requirements to ensure impact.
* Forms strong working bonds with internal clients as a trusted strategic partner.
* Works with data, analytics, Amex Insights, and media teams to identify and illuminate the data narrative and frame the implications for communication.
* Facilitates team brainstorms to stimulate unexpected ideas and initiatives.
Minimum Qualifications:
* 5-7 years of relevant work experience in agency and/or client-side creative strategy/brand planning roles.
* Creative brief and strategic framework development mastery.
* B2B marketing experience, preferred
* Experience managing complex 360 & digital campaigns, including working closely with creative teams to tailor campaign messaging to specific media channels.
* Competent in ad platforms including but not limited to paid social, programmatic display, search, remarketing.
* Problem-solving skills and ability to navigate multifaceted challenges.
* Ability to organize and work with complex information and data.
* Ability to formulate thoughtful POVs on industry related topics and socialize them.
* Strong analytical skills, understanding of KPI measurement and attribution.
* Demonstrated curiosity for trend watching.
* Sound business and professional ethics.
Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
* Competitive base salaries
* Bonus incentives
* 6% Company Match on retirement savings plan
* Free financial coaching and financial well-being support
* Comprehensive medical, dental, vision, life insurance, and disability benefits
* Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
* 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
* Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
* Free and confidential counseling support through our Healthy Minds program
* Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
Teller - Towne Lake Promenade
Woodstock, GA job
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
**In this role you will:**
+ Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
+ Complete operational activities while minimizing risks under established policies
+ Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
+ Receive direction from managers and exercises judgment within defined policies and procedures
+ Escalate questions and issues to more experienced roles
+ Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
+ Identify information and services to meet customers financial needs
**Required Qualifications:**
+ 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ 6+ months of experience interacting with people, demonstrated through work, military, or education
+ Customer service focus with experience handling complex transactions across multiple systems
+ Ability to educate and connect customers to technology and share the value of mobile banking options
+ Ability to interact with integrity and professionalism with customers and team members
+ Experience working with others on a team to meet customer needs
+ Cash handling experience
+ Ability to follow policies, procedures, and regulations
+ Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
+ Well-organized, independent and able to prioritize in a fast-paced environment
+ Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
+ Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ This position is not eligible for Visa sponsorship
**Posting Location:**
+ 2025 TOWNE LAKE PKWY WOODSTOCK, GA30189
**Posting End Date:**
10 Dec 2025
**_*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.
**Req Number:** R-508777
CFO Quantitative Finance Analyst - Non-Registered (Infrastructure)
Atlanta, GA 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 conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products.
The Senior Technology Infrastructure Systems Administrator must be a self-starter with strong Linux & Netapp Storage skills who is comfortable working hands-on with with critical trading systems. This position will work with a team responsible for architecting, building & maintaining a heterogeneous technology platform, including, but not limited to, Linux compute clusters & NetaApp filers.
Responsibilities:
* Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers
* Supports the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization
* Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation
* Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite
* Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk
* Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes
* Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches
Required Qualifications:
* Minimum of 5 years' strong experience with RedHat Linux
* Experience with Netapp NAS storage
* Scripting and automation experience
* Ability to work well in a cooperative, time-sensitive, market-driven environment
* Ability to manage multiple priorities with minimal supervision
* Analytical skills, critical thinking and strong desire to learn
Desired Qualifications:
* Bachelor's or Master's degree (preferably in Information Technology, Computer Science)
* Working knowledge of general bank policies, programs, and procedures
* Big Data, Data Management & Data Analytic experience: SAS, Hadoop, Vertica, Spark, Oracle DB, SQL DB
Skills:
* Critical Thinking
* Quantitative Development
* Risk Analytics
* Risk Modeling
* Technical Documentation
* Adaptability
* Collaboration
* Problem Solving
* Risk Management
* Test Engineering
* Data Modeling
* Data and Trend Analysis
* Process Performance Measurement
* Research
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Lead Cybersecurity Engineer; HP NonStop Systems
Capital One job in Atlanta, GA
In this key technical Lead Cybersecurity role, you'll be responsible for the overall security architecture, design, and configuration of the PULSE HP NonStop Switch environments. You will interact with strategic vendors and internal/external teams to architect, design, and support both production and development systems, including the administration of these environments. As part of the Cyber team, you will design and develop Debit Systems Security Solutions, focusing on areas like network and OS administrative tasks on the NonStop platform. In addition, you will be crucial in interpreting, drafting, and communicating security policies and procedures, ensuring adherence to regulatory requirements like PCI, FFIEC, SSAE-16, and SOX.
The platform will facilitate the delivery of highly complex secure systems, cyber applications, technical projects, and risk requirements. You will drive the Cybersecurity engineering roadmap with a focus on platform resilience and the mitigation of operational risk.
About you:
+ Values well thought out solutions and applies service-oriented security architecture principles.
+ Automates everything by default by developing custom utilities to improve processes.
+ Strives for simplicity in the solutions you provide, promoting the strategic direction of the team.
+ Enjoys performing multiple technical functions when needed, providing subject matter expertise across all Cybersecurity technologies.
+ Are an expert learner and can see the bigger picture for the business, analyzing competitive strategies and the latest technology trends.
You will:
+ Provide best-in-class Security support and advanced technical consulting services for HP Non-Stop technical groups.
+ Focus on security architecture and design for HP NonStop Switch environments.
+ Focus on driving the Cybersecurity engineering roadmap and framework.
+ Focus on Cyber platform incident triage and determining scope, urgency, and impact.
+ Proactively identify security gaps and architectural weaknesses and provide appropriate solutions.
Capital One is open to hiring a Remote Employee for this opportunity.
Basic Qualifications:
+ High School Diploma, GED, or equivalent certification
+ At least 4 years of experience in Information Security, Application Security, or Security Engineering.
Preferred Qualifications:
+ Bachelor's Degree6+ years of experience in Information Security, Application Security, or Security Engineering.
+ 4+ years of experience with NonStop Guardian, Safeguard security, and Xygate products.
+ 4+ years of experience performing problem analysis and resolution with NonStop security products.
+ 4+ years of experience with HP NonStop technologies and concepts.
+ 4+ years of experience using proficient skills in tools like Splunk, ServiceNow, and Cyberark.
+ 2+ years of debit solutions experience
+ 2+ years of experience with network or OS administrative tasks.
At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $175,800 - $200,700 for Manager, Cyber Technical
Chicago, IL: $175,800 - $200,700 for Manager, Cyber Technical
McLean, VA: $193,400 - $220,700 for Manager, Cyber Technical
Richmond, VA: $175,800 - $200,700 for Manager, Cyber Technical
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Treasury Management Consultant III, Specialized Industries
Capital One job in Atlanta, GA
This role is centered on generating new and expanding existing full-service treasury management relationships for Middle Market clients. The Treasury Management Consultants will be responsible for directly and/or indirectly selling and maintaining depository accounts and the treasury management services applied to those accounts for both new and existing Capital One relationships.
The Treasury Management Consultants will partner with internal stakeholders to be a single point of accountability or provide advice on the deposit, treasury management, risk, and other company liquidity needs of prospects and clients. Together, they will build a book of business through deposit growth, maintaining and cross-selling to existing clients, and prospecting for new-to-bank relationships.
The Treasury Management Consultants will focus on specific verticals within the Specialty Organization. Familiarity with these business verticals and the specific banking and financial operations of Technology, Media, Telecom (TMT) or Financial Institutions Group (FIG) clients is desirable. This TMC will also concentrate on working with dedicated TMT or FIG Relationship Managers and leadership to generate new-to-bank relationships, while developing existing clients by delivering value-added solutions and collaborating across the product and technology organizations to optimize products for evolving client needs, with a focus on bringing in new deposits.
The Treasury Management Sales team works to identify ways to improve the client experience and enhance Capital One's brand in the marketplace. Seen as a trusted advisor, the TMCs will work closely with commercial clients to understand their business, optimize treasury flow, and minimize financial and reputational risk. They will focus on creating and delivering customized, client-centric solutions through a consultative approach. Leveraging their network and collaborating across business lines, the two TMCs will influence strategy to meet the needs of clients while using sound judgment in assessing risk. The TMCs value and foster a spirit of teamwork and cooperation across value streams. This position works independently and uses initiative in carrying out assignments, requiring minimal guidance from the sales leader.
Responsibilities:
* Identifies both internal and external prospects. Develops and maintains relationships with prospects to profitably expand business
* Provides thought leadership within and outside the market through, but not limited to, hosting corporate events, attending and speaking at industry conferences, etc.
* Engages with internal marketing in the design of sales collateral and company-sponsored marketing
* Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition
* Manages portfolio of new-to-bank clients with focus on revenue growth
* Develops and maintains relationships with clients to maintain and expand existing business
* Knows business's, organization, expected activity; identifies and communicates operational credit exposures and other risks
* Understands treasury management product risk and ensures Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated
* Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services
* Conducts independent and codependent sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals
* Takes a role in market by actively engaging in local industry associations, networking groups and /or community associations
* Identifies working capital efficiency opportunities for a business and deepens relationship accordingly; ensures business awareness of market and industry trends; identifies dissatisfiers and escalates appropriately
* Identifies and refers ancillary business opportunities to appropriate partners
* Designs customer-centric treasury management solutions, and provides consultative expertise on the liquidity management cycle
Basic Qualifications:
* High School Diploma, GED or equivalent certification
* At least 6 years of financial services experience
* At least 5 years of sales experience
* At least 5 years of treasury management experience
Preferred Qualifications:
* Bachelor's Degree or Military experience
* At least 7 years in-depth to advanced treasury management experience
* In-depth to advanced treasury management product knowledge
* Effective oral and written communication skills
* Certified Treasury Professional designation or equivalent certification
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
#CommTM #CommTMSales
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Atlanta, GA: $140,600 - $160,400 for Treasury Management Consultant III
Charlotte, NC: $140,600 - $160,400 for Treasury Management Consultant III
Chicago, IL: $140,600 - $160,400 for Treasury Management Consultant III
McLean, VA: $154,600 - $176,400 for Treasury Management Consultant III
Richmond, VA: $140,600 - $160,400 for Treasury Management Consultant III
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Partner Engagement Manager
Atlanta, GA job
Partner Engagement Manager (C2B) - Denver, CO / New York, NY / Atlanta, GA Do you want to make an impact by shaping our next-generation bill payment ecosystem by improving how we serve a growing and diverse partner base? This role offers autonomy, visibility, and the opportunity to develop cross-functional leadership capabilities in a high-growth business.
Western Union powers your pursuit
We are seeking a Partner Engagement Manager to join our Consumer-to-Business (C2B) team, a critical function within our bill payments business.
This is a high-impact opportunity for someone who enjoys working at the intersection of deal-making, relationship management, and strategy execution-with a clear mandate to unlock growth and build sustainable value across our partnership ecosystem. This role offers autonomy, visibility, and the opportunity to develop cross-functional leadership capabilities in a high-growth business.
You will lead strategic negotiations with partners to modernize legacy arrangements, introduce new partnership dynamics, pricing or fees, and align on term changes-all while strengthening trust and ensuring long-term value creation.
You will manage a diverse portfolio of partnerships, provide effective account stewardship while prioritizing and renegotiating agreements with the greatest impact. By aligning internal and external stakeholders, you will turn complex or ambiguous situations into clear, actionable outcomes.
You will expand the value pool by driving critical partner engagements and structuring deals that deliver mutual benefit for customers, biller partners, and affiliate partners. Through your expertise, you will unlock opportunities that transform under managed partnerships into engaged and growth-oriented partnerships.
Success in this role looks like a prioritized portfolio with the highest-value partnerships engaged and transformed first, measurable improvements in scope, terms, pricing and fee structures; stronger and more transparent partner relationships, and a clear roadmap to refresh all 500+ agreements efficiently and effectively.
Role Responsibilities:
Business Development and Partner Engagement
* Serve as the main point of contact for all partner engagements, which will range from cold contacts to ongoing executive-level engagements
* Proactively manage the agreements for partnership lifecycle including onboarding, renewals, expansions, and terminations
* Negotiation planning and execution: research, opportunity sizing, scenario planning, key stakeholder identification, pitch preparation, pitching, negotiating, red-line management, signing, and execution follow-up.
* Advocate for partners in internal cross-functional stakeholder meetings to ensure priorities are met and issues are resolved efficiently
* Analyze performance data to identify trends, opportunities, and areas for intervention
Program Planning & Execution
* Lead the end-2-end partner engagement planning, prioritization, and execution of contract renewals, expansions, and terminations
* Collaborate with Sales Enablement and Marketing to develop compelling pitch materials to support negotiations and drive successful engagement outcomes
* Drive internal and partner-facing readiness to ensure successful launches of partnership additions or changes
* Partner closely with the North America sales team to implement agent-related initiatives
* Represent the C2B product in cross-functional forums including Legal, Operations, Customer Care, KYCC, Compliance, and Sales Enablement
Market Research & Biller Analysis
* Analyzing current and past partner performance to prioritize partnership engagements,
* Conduct research on industry competitors and market benchmarks.
* Evaluate potential and existing billers to identify business opportunities and performance gaps.
* Assess marketing and promotional efforts from both internal and external stakeholders.
* Identify and address operational or customer experience issues in partnership with internal teams.
Role Requirements:
* 5+ years of experience in product management, account management, or a related business role.
* 5+ years of experience leading contract negotiations
* Strong experience working in cross-functional environments with legal, operations, marketing, and technology stakeholders.
* Proven ability to manage complex relationships with executive level external partners and internal teams.
* Excellent written and verbal communication skills, with strong executive presence.
* Data-driven mindset and ability to derive insights from performance metrics.
* Self-motivated and driven to provide a top-quality service to partners and customers
* Experience in financial services, payments, or fintech is a plus.
* Business development or sales experience a plus
* Experience in financial services, payments, or fintech is a plus.
* Business development or sales experience a plus
* Travel = < 5%
We make financial services accessible to humans everywhere. Join us for what's next.
Western Union is positioned to become the world's most accessible financial services company -transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward.
Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at *********************************
Salary
The base salary range is $120,000 - $150,000 per year, total on target compensation includes a base salary plus short-term incentives that align with individual and company performance.
Benefits
You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*********************************global-benefits/).
Please see the location-specific benefits below and note that your Recruiter may share additional role-specific benefits during your interview process or in an offer of employment.
Your United States - Specific Benefits Include
* Flexible Time off
* Medical, Dental and Life Insurance
* Tuition Assistance Program
* Parental Leave
* One day volunteer time off
* $0 Money Transfer Fee Discount Code - Quarterly
* Recognition Program "Game Changers"
* Employee Discount Program
* Global Adoption Assistance
* Global Scholarship Awards Program
* 4% Western Union Contribution to 401K
Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate.
Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three days a week.
For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information.
We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws.
#LI -RC1
#LI-HYBRID
Auto-ApplySenior Associate, Product Management: Velocity Black Agent Tools
Capital One job in Atlanta, GA
Product Management at Capital One is a booming, vibrant craft that requires reimagining the status quo, finding value creation opportunities, and driving innovative and sustainable customer experiences through technology. We're excited to share that Capital One US has now acquired Velocity Black, a digital concierge company. Take a look at the announcement here (********************************************************************** .
Velocity Black by Capital One harnesses the power of artificial intelligence, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. It's concierge, reimagined for the digital age.
By harnessing 24/7 chat, AI, and mobile payments, we help our customers do more and be more in the digital age. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts. Make a custom request through the app and you will be chatting to our team within 1 minute, 24/7/365.
We are looking for someone passionate about hospitality and the customer experience to work on our Velocity Black Concierge product. You will have the opportunity to work on our internal agent-facing products that enable us to provide excellent service to customers, and be asked to coordinate between stakeholders, engineering, and leadership to build a world class product
**Capital One Product Framework**
In this role, you'll be expected to demonstrate proficiency in five key areas which we consider to be the foundation for successful Product management:
+ Human Centered - Obsesses about internal and external customer needs to reimagine and innovate product solutions
+ Business Focused - Delivers game-changing outcomes by focusing on leverage and execution excellence
+ Technology Driven - Leverages technology to deliver innovative and resilient solutions that enable both near term and long term value
+ Integrated Problem Solving - Identifies and resolves complex problems to deliver outcomes while mitigating product risks
+ Transformational Leadership - Leads cross functional teams to solve customer problems and drive organizational alignment
**As a Velocity Black Concierge product manager, you will:**
+ Collaborate with internal stakeholders to grow and enhance Velocity Black's luxury concierge offering. You will work closely with operations, sales, engineering, and leadership to create a premium experience that exceeds customer expectations.
+ Dream up and deliver new luxury concierge features and experiences in partnership with business partners. You will be responsible for optimizing in-market products though rapid testing and obsessing over the customer experience.
+ Think strategically to prioritize the roadmap in a way that balances multiple priorities including building a product that customers love, meeting the interests of internal partners, and driving value for our growing luxury concierge business.
+ Shape the product development roadmap for new launches and features.
+ Work alongside a passionate and collaborative team to create innovative new concierge experiences.
**We want you if you are:**
+ Intellectually Curious. You ask why, you explore, you're not afraid to blurt out your crazy idea or follow an email chain for weeks to find someone with an answer. Comfortable with ambiguity, a hunger to learn and a seeker of new challenges.
+ Communicator & Influencer. You can communicate complex ideas clearly regardless of your audience. Our team knows their priorities and why they're doing what they're doing. You always can rally associates to work with you.
+ Do-er. You're biased toward action, you try things and sometimes you fail. You can get around roadblocks and stay focused on your goals. You're well organized, able to multitask and able to prioritize your work.
+ Passionate & Customer Focused. You care about growing others and bringing them together around what's possible. You get a thrill from the journey of building and shipping products, and you have a desire and ability to connect with our external or internal customers to fully understand their needs.
+ Learner. You have an appetite to learn new things or new technologies all while exhibiting humbleness when the time comes to ask for help.
+ Team Player. You enjoy working with diverse people and driving the team toward a common goal. You have the ability to put the team before yourself and establish long-lasting relationships.
**Basic Qualifications:**
+ Bachelor's degree or military experience
+ At least 1 year of experience working in Product Management
**Preferred Qualifications:**
+ Currently has, or is in the process of obtaining one of the following with an expectation that the required degree will be obtained on or before the scheduled start date:
+ A Bachelor's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical Engineering, Information Systems or a related quantitative field)
+ A Master's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical Engineering, Information Systems or a related quantitative field) or an MBA with a quantitative concentration
+ Experience translating business strategy and analysis into consumer facing digital products
Capital One is open to hiring a Remote Employee for this opportunity.
_At this time, Capital One will not sponsor a new applicant for employment authorization for this position._
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $99,100 - $113,100 for Sr. Associate, Product Management
McLean, VA: $109,000 - $124,400 for Sr. Associate, Product Management
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Treasury Management Sales Officer (TMSO)
Capital One job in Atlanta, GA
The Treasury Management Sales Officer (TMSO) plays a critical role in driving growth and profitability of the bank by focusing on closing new business opportunities and deepening relationships with existing relationships with clients. They focus on building and maintaining strong client relationships with businesses in the $2mm-$20mm space within their assigned market.
TMSOs should be able to articulate cash cycle details, and display an understanding of Treasury Management principles and ensure prospects and customers are aware of fraud solutions.
Primary responsibilities include ensuring successful enrollment and adoption of services by clients, and building successful partnerships with key business partners (i.e. Business Bankers, Business Development Bankers, and Virtual Bankers).
Key Responsibilities:
* Builds and maintains strong relationships with Business Bankers in their assigned teams
* Schedules and/or attends calls on both Prospects and Existing Customers in order to generate new Treasury Management and deposit business
* Achieve or exceed specific production goals
* Manages and successfully closes new business with referrals from Bankers
* Proposes appropriate financial services through a consultative sales approach
* Proactively identifies deepening opportunities with Existing Customers
* Prepares and completes sales presentations, including any negotiated pricing
* Sets expectations with customers about the onboarding experience, including any requirements and testing
* Prepares and executes implementation documentation in order to establish new services
* Coordinates with Onboarding Team to ensure a smooth enrollment process; manages issues if they arise
* Performs timely follow-up concerning newly implemented treasury management services to ensure the client is satisfied and/or carefully understands the mechanics of the service
* Collaborates with Treasury Management Client Services team to deliver exceptional service and ensure a seamless banking experience for all clients
* Assists Business Bankers with understanding treasury management product risk and ensuring Capital One Bank's policies are applied throughout the sales cycle
* Maintains and updates the bank's SRM system regarding sales calls, pipelines, closed sales, etc. to enable the generation of monthly activity reports to track sales and revenue growth by market segment.
Skills:
* Articulates cash cycle details, and display an advanced understanding of Treasury Management principles
* Displays an advanced knowledge of fraud defensive strategies and industry trends
* Skilled at analyzing client cash flow patterns and operational needs, and offers tailored solutions
* Exceptional communication skills-both written and verbal
* Strong client-facing skills to build trust and long-term relationships
* Develops creative solutions for complex treasury challenges
* Works effectively with external and internal partners (e.g. sales support, onboarding, & servicing)
Basic Qualifications:
* At least 3 years of Treasury Management Sales experience
Preferred Qualifications:
* Bachelor's Degree or military experience
* 5+ years of Treasury Management Sales experience
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Sales Territory: $115,200 - $131,500 for Treas Mgmt Sales Specialist 2 (CIP)
McLean, VA: $126,700 - $144,600 for Treas Mgmt Sales Specialist 2 (CIP)
Richmond, VA: $115,200 - $131,500 for Treas Mgmt Sales Specialist 2 (CIP)
Edison, NJ: $138,300 - $157,800 for Treas Mgmt Sales Specialist 2 (CIP)
New York, NY: $138,300 - $157,800 for Treas Mgmt Sales Specialist 2 (CIP)
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Credit Executive, Global Wealth & Investment Management
Atlanta, GA job
Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients.
**Responsibilities:**
- Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
- Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
- Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
- Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
- Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
- Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits
**Required Qualifications:**
- 10 plus years of commercial credit or wealth management credit experience
- Strong oral and written communication skills
- Effectively present to Merrill leadership and advisors around Custom Credit
- Strong credit skills (commercial / UHNW)
- Organized and can handle/prioritize several transactions at the same time
- Ability to work well with with underwriting, risk, and other business partners
- Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
- Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.
- Manage ongoing loan portfolio (reporting, covenants, etc.)
**Desired Qualifications:**
- Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans
- BS degree / MBA
**Skills:**
- Business Development
- Loan Structuring
- Negotiation
- Prospecting
- Relationship Building
- Active Listening
- Business Acumen
- Client Management
- Customer and Client Focus
- Profitability Analysis
- Influence
- Pipeline Management
- Portfolio Management
- Problem Solving
- Sales Strategy
**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.
Part Time (30 Hours) Associate Banker (New Build) , Dallas Acworth and Cedarcrest, Dallas GA
Dallas, GA job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-Apply2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track
Atlanta, GA job
JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
Sophomore standing (expected graduation date of December 2027 through Summer 2028)
Attends college/university in the U.S. (all majors considered) in good standing
Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Atlanta, GA
Chicago, IL
Houston, TX
Los Angeles, CA
New York, NY
San Francisco, CA
You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Global Corporate Banking Track (GCB)
Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in:
Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management
Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice.
Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries.
Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation.
The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry.
Recommended Course and/or Projects:
Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health
Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy.
Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-ApplyMerrill Market Client Relationship Manager
Alpharetta, GA 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 leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.
Specific responsibilities include, but are not limited to:
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures
* Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market
* Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Resolving complex, escalated client service and operational needs
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
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.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Required Qualifications:
* Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
* Minimum of 5+ years professional experience
Key Qualifications for the role:
* Current or previous Merrill Wealth Management experience strongly preferred
* Self-motivated and client centric
* Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
* Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
* Prior trend analysis experience
* Strong customer service, problem resolution, and communication skills
* Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
* Bachelor's degree or equivalent work experience
Skills:
* Compensation Analysis
* Performance Management
* Process Performance Management
* Referral Management
* Workforce Planning
* Due Diligence
* Internal Audit Review
* Leadership Development
* Recruiting
* Risk Management
* Client Management
* Customer Service Management
* Employee Counseling
* Succession Planning
* Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40