Post job

Charles Schwab jobs in San Antonio, TX

- 28 jobs
  • Market Executive

    Morgan Stanley 4.6company rating

    San Antonio, TX job

    A Market Executive directly manages a market-level branch and additional branches within the Market. The Market Executive's primary focus is to drive revenue, increase profitability, and manage risk within their branch and assigned offices within the market. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the results of the entire market. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Market Executives must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. This is a non-producing role. DUTIES and RESPONSIBILITIES: Product/Business Knowledge: Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales. Possesses a strong understanding of the firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient. Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs. Sales/Marketing: Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch. Drives corporate marketing initiatives to help increase market share in High Net Worth households. Team Building: Builds an effective team across the market by constantly communicating relevant information on a timely basis and conducting regular meetings. Leads and participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach. Responsible for growing their market through hiring, lateral recruiting and training. Leadership: Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Region within the geographic market. Leads Market's efforts of Sales and results. Identifies key talent in the market, positions and develops that talent, and encourages those individuals to participate in the leadership of the Market and Region. Leverages the resources of the Firm to achieve the highest level of success. Acts as a coach and mentor for Financial Advisors in order to help drive results. Accountability: Responsible for the market's sales performance and financial performance. Responsible for regulatory, legal and compliance issues including: Risk management for their Branch and market in regards to monitoring sales, human resources, and legal and regulatory practices. Responsible for establishing a core compliance model in offices under supervision. Responsible for following supervisory procedures as outlined in the Branch Manager's Supervisory Manual. Responsible for delegating supervisory review/duties to the Risk Officer. Responsible for the creation of an Annual Supervisory Plan. Responsible for effectively communicating the status of performance and issues to the Regional Director. Education and/or Experience: 5 or more years of related experience and/or training including demonstrated success managing a market or a large branch office, or equivalent. Licenses and Registrations: Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only ) Other licenses as required for role or by management Skills: Effective written and verbal communication skills Ability to think critically Ability to manage a team Strong attention to detail Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed Ability to own projects at a Market level Ability to organize and prioritize work, meet deadlines, and complete projects Direct Reports: Market Managers, Branch Managers, Producing Branch Managers, Resident Managers, Market Business Development Officer, Financial Advisors and Branch Support Staff This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis All candidates should verify that they meet the minimum eligibility requirements prior to applying. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $390,000 to $400,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $79k-121k yearly est. Auto-Apply 51d ago
  • QA/QC Engineer - Data Center

    Blackrock Resources 4.4company rating

    San Antonio, TX job

    Title: QA/QC Engineer, Mechanical or Electrical Type: Contract + monthly per diem Industry: Data Center Construction Responsibilities * Review mechanical and electrical system designs, submittals, and installation plans for compliance with specifications and standards * Witness and verify system testing and start-up activities including HVAC, chillers, CRACs, louvers, and fire suppression * Conduct field inspections, identify deficiencies, and document corrective actions * Collaborate with contractors, engineers, and commissioning agents to coordinate testing schedules and resolve issues * Maintain detailed commissioning logs, test reports, and punch lists throughout all project phases * Support Level 2 / Level 3 commissioning and integrated systems testing (IST) * Ensure compliance with ASHRAE, NFPA, and local codes, and enforce QA/QC standards * Apply LOTO (Lockout/Tagout) and safety procedures during all inspection and testing activities Qualifications * 5+ years of hands-on experience in mechanical systems within data centers, industrial facilities, or other mission critical environments * Experience with commissioning or QA/QC of MEP systems * Strong working knowledge of HVAC, chillers, CRAC/CRAH, plumbing, fire protection, and louvers * Familiarity with Microsoft CXPOR (8.2 or newer), Compass, and Nexus platforms preferred * Understanding of ASHRAE standards, NFPA codes, and commissioning best practices * Commissioning certification (ACG, BCA, or NEBB) preferred but not required No visa sponsorship or visa transfer available for this position #LI-AD1
    $71k-101k yearly est. 51d ago
  • Regional Coordinator

    Ameriprise Financial 4.5company rating

    San Antonio, TX job

    Serve as the principal support for an Ameriprise Financial Institutions Group Field Vice President (FVP) by providing all administrative functions of the region including, but not limited to, calendar management, travel management, meeting and conference coordination, and communication development. Provide day-to-day coordination and support of regional initiatives and project activities to ensure key tasks and deadlines are met. This position serves as a key liaison between the FVP, field advisors & staff, and cross-functional stakeholders, ensuring seamless execution of business priorities, communications, and operational processes. The ideal candidate is highly organized, proactive, and collaborative, with a strong ability to manage multiple priorities in a fast-paced environment. Key Responsibilities * Provide primary support for the assigned Field Vice President's calendar, while coordinating with a wide variety of counterparts and business partners. Serve as a delegate for FVP on meetings and/or via email. * Calendar & Meeting Management (set monthly, quarterly 1:1 meetings for FVP and Advisors, coordinate pre-hire goal meetings, 30,60, 90-day EAR ramp up calls, travel arrangement. * Provide Event coordination and project management support on multiple business priorities and initiatives * Manage and submit T&E reports; create and manage Monthly Newsletter. * Partner with field operations, implementation, and engagement teams to streamline processes and ensure alignment with regional priorities. * Monitor and report on key operational activities, identifying areas for improvement and supporting execution. * Assist in tracking regional goals, initiatives, and performance metrics. * General assistance with Advisor inquiries. Required Qualifications * Excellent written and verbal communication skills and strong client service orientation. * Ability to manage multiple priorities in a fast paced environment with little or no supervision. * Proficient with standard business software such as the Microsoft Office Suite of tools. * Ability to maintain confidentiality and privacy. * Ability to work with all level of employees and advisors. * Ability to handle/maintain private and confidential information in an appropriate manner. Preferred Qualifications * Previous financial experience. * Previous executive assistant experience. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $57,100-77,100/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AFIG Ameriprise Financial Institutions Group
    $57.1k-77.1k yearly Auto-Apply 20d ago
  • Sr. Financial Institution Onboarding Associate

    Ameriprise Financial 4.5company rating

    San Antonio, TX job

    Lead the onboarding and transition of financial institution programs joining Ameriprise Financial Institutions Group. This role ensures a seamless experience for advisors, clients, and accounts by driving consistent processes for hiring, licensing, onboarding, and transition execution-both virtually and onsite. Key Responsibilities Onboarding Leadership * Act as the Onboarding Quarterback, guiding advisors and staff through hiring, licensing, and appointment processes. * Define roles and responsibilities for pre-onboarding, day-of, and post-onboarding activities. * Partner with leaders and staff to ensure smooth execution and resource alignment. Implementation & Training Support * Provide hands-on support for developing an end-to-end implementation and training strategy to ensure proper training on Ameriprise systems, tools, and processes. * Deliver training and onboarding for advisors and sales assistants to accelerate ramp-up and practice efficiency. * Provide virtual and onsite support during transition to ensure operational readiness and client confidence. Transition Management * Collaborate with the Transition Management Support Team to execute a comprehensive transition plan. * Train advisors on digital tools and systems for managing transitions. * Monitor progress using the transition tracker and implement ramp-up tactics. Leadership & Communication * Communicate effectively with AFIG and corporate partners to share best practices, identify process improvements, and recommend policy enhancements. * Deliver a best-in-class experience for advisors and clients throughout the transition. Required Qualifications * Education: Bachelor's degree or equivalent experience. * Experience: 5+ years in financial services, advisor onboarding, or transition management. * Time Management: Ability to prioritize and execute multiple tasks under tight deadlines. * Relationship Management: Build trust and collaborate effectively with advisors, leaders, and cross-functional teams. Preferred Qualifications * Executive Communication: Ability to present to executive leadership and influence decision-making. * Presentation Development: Skilled in creating professional presentations and delivering impactful content. * Facilitation: Lead calls, meetings, and training sessions with confidence. * Technical Proficiency: Familiarity with digital onboarding tools, CRM systems, and transition platforms. * Project Management: Strong organizational skills to manage timelines, resources, and deliverables. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary Base Salary Range The estimated base salary for this role is $62,300-$82,000/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AFIG Ameriprise Financial Institutions Group
    $62.3k-82k yearly Auto-Apply 2d ago
  • Business Service Officer

    Morgan Stanley 4.6company rating

    San Antonio, TX job

    Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Complex Business Service Officer Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Complex Business Service Officer Direct reports: * Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $75k-102k yearly est. Auto-Apply 3d ago
  • Senior Mechanical Design

    Blackrock Resources 4.4company rating

    San Antonio, TX job

    IMMEDIATE NEED! We have an immediate need for a Senior Mechanical Design Engineer (MEP) with a PE, for a client in the San Antonio, TX Location. with some travel. Generous Salary. Will depend on your years with you PE license. What Our Client Offers * Generous PTO with 11 Paid Holidays * Professional Development Opportunities * Full Range of Benefits including Medical/Dental and more * Supportive Family Type of Environment What you will be Doing * You will be taking ownership as a discipline leader on all Mechanical design projects * Working on Innovative and complex mechanical/HVAC system design * Developing specifications, calculations and design drawings * Project management and coordination in relation to scope and budget * Site observations (out of town travel required) Required Qualifications * BSME (or equivalent experience) * Professional Engineering License * 5 Plus years' Mechanical Design Consulting Experience * Advanced knowledge of HVAC systems in government, healthcare, and educational sectors. Preferred Skills * AutoCAD and REVIT software If you are qualified and interested please send your resume to Kristie atkharnish@blackrockres.com #LI-KH1
    $79k-100k yearly est. 60d+ ago
  • Fraud Ops Sr Manager - C13

    Citigroup Inc. 4.6company rating

    San Antonio, TX job

    The Fraud Ops Sr Manager is a senior management level position responsible for accomplishing results through the management of a team (Citi Vendors or Inter-Affiliates) or department to drive fraud management policies, processes and procedures to minimize the impact of fraud in coordination with the Operations - Services team. The overall objective of this role is to manage fraud losses by ensuring analysts make appropriate decisions using risk/reward balance methodology. Responsibilities: * Manage one or more teams (Citi Vendors or Inter-Affiliates) and a component of the fraud loss portfolio * Manage fraud losses and ensure the team supports the portfolio, and make decisions using a risk/reward and customer centric balance * Monitor execution of operational objectives, authorization detection strategies and goals for the fraud area, and help mitigate fraud losses * Provide evaluative judgment based on information analysis in complicated and unique situations * Direct area supported and oversee the delivery of end results and budget management, and conduct resource planning activities * Ensure essential procedures are followed and contribute to defining standards, and participate in change management initiatives * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: * 6-10 years of experience in a related role * Basic knowledge of the industry required * Proven success in a similar position * Demonstrated ability to persuade and influence others * Consistently demonstrates clear and concise written and verbal communication * Demonstrated ability to remain unbiased in a diverse working environment Education: * Bachelor's degree/University degree or equivalent experience * ----------------------------------------------------- Job Family Group: Operations - Services * ----------------------------------------------------- Job Family: Fraud Operations * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Jacksonville Florida United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $93,440.00 - $140,160.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Mar 27, 2025 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
    $93.4k-140.2k yearly 54d ago
  • Associate Operations Support Analyst

    Citigroup Inc. 4.6company rating

    San Antonio, TX job

    The Assoc Ops Sup Analyst is an entry level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Assoc Ops Sup Analyst serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes. Responsibilities: * Assist with the creation, execution, and validation of User Acceptance test plans and scripts to ensure all Voice Response Unit (VRU) enhancements go into production in a timely and accurate manner * Review VRU project requirements to ensure timelines are met and the quality meets and exceeds customer expectations * Build and run reports such as Management Information Systems (MIS) or financial forecasts and results, as needed * Research and interpret standard information and identify inconsistencies in data or results * Assist in training team members on loan resources as well as provide testing assistance for production validation and host release * Prepare basic presentations for management * Support trouble ticket resolution and the training of new and borrowed testers * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 0-2 years of relevant experience preferred * Knowledge of Business Banking, Citi Commercial Banking Products and Services * Comprehensive knowledge of Business Entity Types and Beneficial Ownership, and Factiva Searches * Proficient in Microsoft Office * Proven problem-solving and negotiation skills * Consistently demonstrates clear and concise written and verbal communication Education: * Bachelor's degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Familiarity with regulatory frameworks and audit cycles Strong attention to detail and documentation Understanding of internal controls and control testing Curious, communicative, and proactive Comfortable working with minimal structure HOP to HOP eligible * ----------------------------------------------------- Job Family Group: Operations - Core * ----------------------------------------------------- Job Family: Operations Support * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: 1000 TECHNOLOGY DRIVE OFALLON * ----------------------------------------------------- Primary Location Full Time Salary Range: $50,600.00 - $70,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 16, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $50.6k-70.6k yearly 5d ago
  • USPB Cards Financial Crimes Policy Adherence Analyst

    Citigroup Inc. 4.6company rating

    San Antonio, TX job

    The KYC Operations Lead Analyst is a senior-level position responsible for leading Anti-Money Laundering (AML) monitoring, governance, oversight and regulatory reporting activities in coordination with the Compliance and Control team. The overall objective of this role is to lead in the development and management of a dedicated internal KYC (Know Your Client) program at Citi. Responsibilities: * Serve as primary point of contact for bankers in completing documentation related to Know Your Client (KYC), account renewals and/or assigned projects * Assist with assessing documentation requirements for client legal entities and liaise with internal Compliance personnel on the application of KYC policy * Contact client personnel to obtain KYC information and documentation * Review and evaluate recent news related to clients * Interact with parent and subsidiary bankers and product sales and service on AML-related risk issues * Coordinate with account operations on account maintenance issue * Prepare client-specific KYC-related analyses, as required * Has the ability to operate with a limited level of direct supervision. * Can exercise independence of judgement and autonomy. * Acts as SME to senior stakeholders and /or other team members. * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 6-10 years of experience Education: * Bachelor's degree/University degree or equivalent experience * Prior experience with AML/KYC Policy adherence, preferably within Cards (Brands and CRS) * ----------------------------------------------------- Job Family Group: Operations - Services * ----------------------------------------------------- Job Family: Business KYC * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Florence Kentucky United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $107,120.00 - $160,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Business Acumen, Credible Challenge, Laws and Regulations, Management Reporting, Policy and Procedure, Program Management, Referral and Escalation, Risk Controls and Monitors, Risk Identification and Assessment, Risk Remediation. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 17, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $107.1k-160.7k yearly 12d ago
  • Teller Lincoln Heights

    PNC Bank 4.4company rating

    San Antonio, TX job

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Teller , you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on innovative technology and develop banking product referral opportunities through strong customer relationship skills. This position, within PNC's Retail Branch Banking Network, is based in San Antonio Texas at the Lincoln Heights branch.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate. Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to solve customer's problems. Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this and other opportunities on our team Watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesAccuracy and Attention to Detail, Addressing Customer Needs, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork ExperienceRoles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $29k-34k yearly est. Auto-Apply 59d ago
  • VP/ Financial Crimes Policy Adherence Currency Transaction Reporting & Transaction Monitoring Risk Analyst

    Citigroup Inc. 4.6company rating

    San Antonio, TX job

    The Financial Crimes Global Policy Adherence & Engagement Team within the FCFP organization supports the delivery and ongoing direction of a comprehensive Financial Crimes Program in partnership with multiple functions such as Compliance, Operations, Technology, Risk, Audit, and multiple stakeholders at all levels of management. This team is responsible for fostering a culture of control and compliance, customer centricity and accountability while leading efforts to identify, anticipate and mitigate AML, Sanctions and Ant-Bribery regulatory, reputational, and operational risks. The Financial Crimes Policy Adherence AML Transaction Monitoring/Currency Transaction Reporting Risk Analyst is a senior-level position responsible for supporting Business Execution and Compliance partners in activities related to Anti-Money Laundering (AML) monitoring, governance, and regulatory reporting activities to ensure robust AML coverage and adherence to policies and regulations. The overall objective of this role is to lead efforts in the improvement of the AML program and ensure AML TM and CTR risk assessments are completed. Responsibilities: The position will support the AML Transaction Monitoring and Currency Transaction Reporting policy execution functions for USPB with a focus in policy change impact assessment, simplification and modernization efforts. Additionally, the role will also aid in identifying trends/issues as well as determining root cause and recommending solutions to correct issues and/or enhancements to the workflow. The Transaction Monitoring Policy Adherence responsibility is to ensure AML Monitoring and Investigations groups are equipped with the data necessary to modify and enhance alert scenarios as well as complete thorough investigations. This role is expected to identify areas of concern, assist in sizing impacts, and aiding in the development of solutions. A key component of this role is ensuring all internal documentation supporting AML Transaction Monitoring and/or Currency Transaction Reporting are properly maintained and readily available for examiners, auditors, and stakeholders. Additionally, this role will be tasked with Transaction Code Management activities for Cards and Retail Bank. Qualifications: * Ability to identify service gaps, process inefficiencies, technology opportunities and develop solutions. * Ability to interpret and understand policy while networking and building strong and effective relationships with key partners is a must. * 5-8 years' experience in at least one of the following: Financial Crimes/AML, Risk, Operational Risk, Risk Operations, or Project management. * Demonstrated leadership working with stakeholders at multiple levels within and outside the NA Retail Bank business. * Ability to plan & work independently on required deliverables and deadlines. * Demonstrated ability to work in a transitioning environment (developing & establishing business as usual) * Goal oriented with strong communication skills both written and verbal. * Ability to work well in a team environment collaborating across diverse groups. * Bachelor's Degree or related experience in similar field * ----------------------------------------------------- Job Family Group: Operations - Services * ----------------------------------------------------- Job Family: Business KYC * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Florence Kentucky United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $107,120.00 - $160,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Business Acumen, Credible Challenge, Laws and Regulations, Management Reporting, Policy and Procedure, Program Management, Referral and Escalation, Risk Controls and Monitors, Risk Identification and Assessment, Risk Remediation. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 17, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $107.1k-160.7k yearly 12d ago
  • Mortgage Loan Officer

    PNC Financial Services Group, Inc. 4.4company rating

    San Antonio, TX job

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in the greater Austin, San Antonio or Waco Texas area. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Recommends loan solutions in accordance with lending guidelines and clients' requirements. * Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls. * Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency. * Collaborates with internal and external stakeholders to complete mortgage transactions. * Collects and analyzes customer financial information for multifaceted and/or complex borrowers. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales Competencies Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling. Work Experience Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $40k-58k yearly est. 12d ago
  • Senior Business Analyst

    Ameriprise Financial 4.5company rating

    San Antonio, TX job

    Lead new tech builds, projects and rollouts with financial intuitions and Ameriprise Financial Institutions Group (AFIG), managing these end-to-end. Collect and document requirements, business processes and recommendations. Liaise and coordinate with financial institution clients and corporate teams, including tech. Identify and recommend changes to tools, systems, reports, policies, procedures and business models. Develop solutions and ideas for AFIG and client problems and items. Provide routine to complex reporting and data analysis, which may involve creating reports from initiation to completion. Make process improvements and adjustments to existing reporting models. Analyze data, results and trends to make recommendations that best meet business objectives. Key Responsibilities Tech Builds & Projects Act as AFIG lead business analyst for new tech builds, projects and rollouts with financial institutions managing the end-to-end project/build from AFIG's perspective as a project manager Discuss overall need based on the initiative and understand if design and build meet the business and client needs Consider tech limitation blockers and what additional requirements may needed Formulate requirements for the build for tech teams to follow for the build, including estimates and commitments Liaise between the financial institution and the various corporate departments and IT during the end-to-end process Engage communication group on rollout communications Track any additional opportunities related to future work for the channel not currently funded Data & Financials AFIG data and business reporting subject matter expert Partner with leaders on any content for AFIG on overall channel performance or metrics, regional performance and KPIs and other ad-hoc requests Meet engagement needs with industry consultants on annual results, including providing high level metrics and top director nominations Prepping results for national call or slide creation of channel performance or FI success stories Pro forma support for business development when needed on various prospects Other Support AFIG regional field and business development teams based on overall needs ranging from resources that support the topic or providing the details on the overall ask, which can vary widely based on need Required Qualifications Strong relationship and communication skills in working with colleagues and influencing customers on recommendations and analysis. In-depth knowledge of business operations and processes with ability to articulate these processes to others Strong analytical, quantitative, and problem-solving skills and ability to use statistical analysis and modeling, with associated technology applications. Bachelors degree or equivalent 5+ years of experience Knowledge wealth management business Knowledge of Salesforce Preferred Qualifications Knowledge of bank and credit union wealth management About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $81,700-$110,300/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business AFIG Ameriprise Financial Institutions Group
    $81.7k-110.3k yearly Auto-Apply 35d ago
  • Premier Client Regional Sales Manager - PNC Wealth Management

    PNC Financial Services Group, Inc. 4.4company rating

    San Antonio, TX job

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Premier Client Regional Sales Manager within PNC's Wealth Management organization, you will be based in any PNC office location, and can be in one not listed in this posting. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Manages and directs a team to achieve business results and customer experience goals. May have direct sales and client responsibilities. Oversees the execution of strategy. * Leads and coordinates the daily activities of team members engaged in customer and/or prospect management activities. Achieves business results, attracts new customers and/or grows existing customer relationships by coaching and managing to defined strategies and tactics. Develops and oversees the execution of account and sales plans. May have direct sales and client responsibilities. * Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks. * Manages effective network of senior internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing the full range of PNC's products and services to the client. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. * Develops team members while monitoring progress against individual goals. Motivates and develops staff, including acquiring top talent and managing performance-based issues. Effectively plans, organizes, directs, analyzes and evaluates staff and processes. Connects strategy to day-to-day activities and updates the team on a regular basis. * As defined with the business, coaches team members on skills needed to analyze, evaluate and mitigate credit risk and to lead others on credit requests by utilizing advanced knowledge of credit fundamentals and internal credit policies. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to: * Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking. * Live the Values - Role models our values with transparency and courage. * Enable Change - Takes action to drive change and innovation that will transform our business. * Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making. * Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customer. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Competencies Conflict Management, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Sales Management, Selling. Work Experience Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses FINRA Series 7, 24 (or 9,10) and 66 (or 63,65) required. Pay Transparency Base Salary: $100,000.00 - $190,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. Application Window Generally, this opening is expected to be posted for two business days from 11/17/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $100k-190k yearly 2d ago
  • Commercial Cards Fraud Strategy Senior Analyst Assistant Vice President

    Citigroup Inc. 4.6company rating

    San Antonio, TX job

    The Fraud Ops Sr Analyst is a senior level positions responsible for contributing to the development of fraud management policies, processes and procedures to minimize the impact of fraud in coordination with the Operations - Services team.The overall objective of this role is to manage fraud losses by ensuring analysts make appropriate decisions using risk/reward balanace methodology. Responsibilities: * Solve complex fraud prevention and loss control issues with significant cross-departmental and departmental impact * Recommend and implement new work procedures and address and resolve exceptional/unusual issues * Partner with the operation team(s) and other departments within fraud prevention and loss control * Contribute to the development of new techniques and processes for the area or function * Serve as an expert in fraud prevention and loss control, overseeing a segment of the workforce * Evaluate moderately complex and varied issues with substantial potential impact * Assume informal/formal leadership role within teams, and coach and train new recruits * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 5-8 years of experience in a related role * Intermediate to senior level experience in a similar position preferred * Demonstrated experience in application and development of advanced statistical models * Proven experience in the Investigation and Fraud claims process * Experience in trend analysis and alerts in early fraud detection * Processes card transaction authorization and compensation * Proficient in Microsoft Office and Access * Consistently demonstrates clear and concise written and verbal communication Education: * Bachelor's degree/University degree or equivalent experience Qualifications/Skills * This role is on the fraud strategy team within the Commercial Cards group. * Bankcard fraud management or fraud investigations experience * Ability to work independently and influence others * TSYS/Cardguard/Determinator knowledge- preferred * Commercial Cards experience - preferred * Leadership potential * Proficient in MS Office, Excel and Access * Working knowledge of SQL/Python, Tableau/PowerBI and decision tree software is preferred * Strong project management ability and presentation skills * ----------------------------------------------------- Job Family Group: Operations - Services * ----------------------------------------------------- Job Family: Fraud Operations * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Jacksonville Florida United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $70,720.00 - $106,080.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Nov 01, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $70.7k-106.1k yearly 54d ago
  • Bilingual Spanish-Personal Banker Vineyard

    PNC Bank 4.4company rating

    San Antonio, TX job

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in San Antonio Texas at the Vineyard branch. Bilingual Spanish RequiredPNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $30k-37k yearly est. Auto-Apply 60d+ ago
  • Technology Lead Business Analyst for Real Estate Services - Vice President

    Citigroup Inc. 4.6company rating

    San Antonio, TX job

    Realty Estate Services (RES) is a division of Enterprise Services and Public Affairs (ESPA) providing real estate support services to all Citigroup businesses. RES is dedicated to provide all Citigroup businesses with premises that are cost-effective, safe, productive and valued by our customers, as a strategic partner in their successes and by our employees. Global Solutions Organization (GSO) provides strategic and tactical management of the Support Function groups to provide support for Global RES activities through: * Management of Operations Policy & Process development, implementation coordination and communication * Management of Global RES Technology platform and Training * Data Compliance & Reporting metrics * Global Resource Strategy support and monitoring * Reporting /Analytics of Management & Admin Budget Key Responsibilities: * Liaison between GSO, RES, and Citi business users * Provide RES Lease and Transactions related process and system expertise to RES, business stakeholders, and its end users. * Develop and maintain business workflows, integrations, and downstream system feeds related to building, lease, and transactions data. * Develop and maintain data quality plans and integrate them into the Data Quality Program. * Develop strategic plans for future system and process enhancements in support of RES strategic lease and transactions initiatives. * Provides cross training for GSO Relationship Managers. * Participate in testing process, including the development of testing scripts that represent both business and technical requirements. * Approve RFC/ SAR content * Partner and collaborate with training team to develop training content and programs for GSO team and end users. * Partner and collaborate with reporting team to deliver accurate reports that align to the business needs/requests * Partner and collaborate with 3rd party vendor and regional data quality managers to support Data Quality initiatives. * Partner and collaborate with production support to resolve technical issues. Knowledge \ Experience: * 6+ years in financial services or corporate environment. * 6+ years in Technical / Operations support function. * Experience working with system end users with the ability to communicate / translate for technical team members. * Experience in information security administration is a plus. * Knowledge of Citi Business and Systems a plus. * Knowledge of Corporate Real Estate a plus. * Knowledge of CoStar Real Estate Systems a plus. Qualifications: * Detailed oriented with strong organizational skills and ability to follow items through entire life cycle to ensure completeness. * Bachelor's degree (or equivalent professional and/or academic training). * Bilingual skills considered as a plus. Skills: * Strong Use of Excel, Word, Access and other Microsoft Tools * Planning and Organization * Oral and Written Communication * Knowledge of relational database concepts, terminology, SQL language * Knowledge of web-based applications, terminology, navigation, screen controls, and functionality Competencies: * Ability to work flexibly in a highly dynamic, demanding and fast-paced environment. * Ability to work independently and unsupervised, but with willing to communicate and collaborate with peers. * Ability to handle short-term deadlines & conflicting priorities. * Excellent organizational, communication, negotiation, interpersonal and influencing skills. * Commitment to accuracy, quality, attention to detail, and adherence to process and compliance guidelines. * Strong organizational & process documentation skills. * Strong and proven technical aptitude. Willingness to take ownership of requests; prioritize and meet deadlines. * ----------------------------------------------------- Job Family Group: Technology * ----------------------------------------------------- Job Family: Business Analysis / Client Services * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Tampa Florida United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $103,920.00 - $155,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Nov 10, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $103.9k-155.9k yearly 41d ago
  • Bilingual Spanish -Teller Weston Centre

    PNC Financial Services Group, Inc. 4.4company rating

    San Antonio, TX job

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Teller Full Time, you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on innovative technology and develop banking product referral opportunities through strong customer relationship skills. This position, within PNC's Retail Branch Banking Network, is based in San Antonio Texas at the Weston Centre branch. Bilingual Spanish Required PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate. * Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff. * Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. * Applies product and procedural knowledge to solve customer's problems. * Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. * To learn more about this and other opportunities on our team Watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Accuracy and Attention to Detail, Addressing Customer Needs, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $29k-34k yearly est. 20d ago
  • Capital Markets Managing Director Public Finance (M)(F)

    PNC Financial Services Group, Inc. 4.4company rating

    San Antonio, TX job

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As Managing Director within PNC's Public Finance organization, you will be based in Houston, Dallas, San Antonio, or Austin, TX. The Managing Director for PNC's Public Finance organization will be a producing banker and also help to lead investment banking efforts for PNC's Capital Markets in Texas. This is a player/coach role and will carry both individual and team bond origination revenue goals. Preferred qualifications include: * High performing, experienced public finance investment banker with a proven track record of proactive calling and originating, as a lead banker, municipal bond business across Texas with focus on major and middle market transactions * Proven ability to up-tier bond underwriting roles from co-manager to lead * Hands on leadership with the ability to lead, work with, and build high performing teams. Build strong teamwork, alignment, communication and productive culture with all PNC staff in Texas and across the department. * Highly strategic and professional in thought and execution with a focus on details * Experienced in preparing detailed business plans with focus on client and prospect prioritization and targeting * Responsible for achieving personal and team bond origination revenue goals * Highly communicative, transparent and anticipatory with senior and executive management * 10+ years of industry related experience. Additional responsibilities include: * Develops and executes an effective business plan with emphasis on new client development, client retention and increasing overall bond underwriting business and up-tiering PNC's roles on underwriting teams with existing clients and targeted prospects. * Grow market share and revenue production to achieve targeted goals. Leads and directs originations and structuring activities, while building team culture aligned with PNC's values. Handles responsibility for revenue generation as well as talent management, performance reviews and succession planning. Oversees general transaction activity of the deal team including pipeline management and financial reporting. * Works strategically with bankers, underwriting syndicate, sales team, relationship managers, traders and other internal service partners to originate and structure capital markets bond deals and solutions for clients and prospects. * Work to align coverage efforts and to maximize collaboration and communication with public finance relationship managers on PNC Bank to maximize overall production and relationship development in Texas market * Drives accountability for business results and ensures appropriate training, coaching, development and mentoring of staff. * Leads and manages transaction team in assessing client objectives. Provides appropriate solutions based on in-depth assessment of moderately complex client objectives and market conditions. Develops and maintains client relationships. * Focuses client coverage efforts and ensures appropriate resource allocation. * Monitors industry and market developments, deal flow and regulatory requirements. Enforces strict compliance with all policies and regulations. Enforces compliance with all internal ethics policies and practices. Works with stakeholders to develop/modify relevant policies and guidelines. * Responsible for driving team coordination and collaborating with Senior Management for the alignment of department's strategic goals. Licenses Required: SIE, Series 52 & 63, Series 53 (79 optional). Other licensing may be required within 180 days of employment. Job Description * Develops and executes a business plan with emphasis on client development and increasing business with existing clients. Leads and directs originations and structuring activities for a specific capital markets product, strategy or industry. Handles responsibility for revenue generation as well as talent management, performance reviews and succession planning. Oversees general transaction activity of the deal team including pipeline management and financial reporting. * Works strategically with transactors, sales team, relationship managers, traders and other internal service partners to originate and structure capital markets solutions. Drives accountability for business results and ensures appropriate training, coaching, development and mentoring of staff. * Leads and manages transaction team in assessing client objectives. Provides appropriate solutions based on in-depth assessment of moderately complex client objectives and market conditions. Develops and maintains client relationships. * Partners with key stakeholders to develop and execute key sales and marketing strategies, such as product structuring and distribution, to maximize sales and new business activity. Focuses client coverage efforts and ensures appropriate resource allocation. * Monitors industry and market developments, deal flow and regulatory requirements. Enforces compliance with policies and regulations. Works with stakeholders to develop/modify relevant policies and guidelines. Responsible for driving team coordination and collaborating with Senior Management for the alignment of department's strategic goals. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to: * Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking. * Live the Values - Role models our values with transparency and courage. * Enable Change - Takes action to drive change and innovation that will transform our business. * Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making. * Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Asset Management, Client Relationship Building, Corporate Finance, Decision Making, Economic Policy, Equities Trading, Financial Management, Structuring Competencies Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Financial Engineering, Financial Services Industry, Products and Services, Sales Function Work Experience Roles at this level typically require a university / college degree and higher level education such as a Masters degree, PhD, or certifications. Industry -relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses Public Finance & Healthcare - SIE, Series 52 & 63 (79 optional) within 180 days of employment. Asset Backed Finance - SIE, 7, 79 and 63 within 180 days of employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7, and 63 within 120 days of employment. Derivatives - SIE, Series 7 and 63 within 120 days of employment. FIG - SIE, Series 7 and 63 within 120 days of employment. Fixed Income - SIE, Series 7 and 63 within 120 days of employment. Foreign Exchange - SIE, Series 7 and 63 within 120 days of employment. Fixed Income (Tax-Exempt): Municipal Trading and Underwriting - SIE, Series 52 and 63 (or Series 7, if taken prior to 11/7/2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ESOP - SIE, 63 and 79 within 120 days of employment. Other appropriate licenses (e.g. supervisory licenses) may be required at the discretion of the manager. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $72k-108k yearly est. 60d+ ago
  • Authentication Policy Fraud Risk Officer

    Citi 4.6company rating

    San Antonio, TX job

    This role holder is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Provides strategic guidance to establish policies, and define strategies related to authentication for USPB Contact Center&IVR. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Drive the alignment of authentication processes and standards across contact center applications. Support business development of contact center applications by acting as the SME on authentication requirements. Conduct analysis and align Authentication policies and strategies across all NA Consumer and SBB lines of businesses. Support implementation and project management for projects ranging from small deliverables to large scale infrastructure. Evaluate/Test Authentication controls in place today across NA Consumer and SBB lines of businesses as well as across multiple channels. Evaluate capabilities of vendor tools, identifying strengths and weaknesses prior to onboarding. Identify new vendor tools and products that can be leveraged for the authentication strategy and assist team with testing and analysis of new tools. Support integration of new tools and partner with peers to design overall process and procedures within the Call Center&IVR. Facilitate meetings designed to analyze fraud loss impacts, procedure changes and collaborate with a cross functional team to implement new authentication fraud controls. Facilitate project review meetings with the leadership team to provide project updates outlining key deliverables, timelines and milestones, as well as determine prioritization of work efforts. Strong focus on enhancing customer experience through authentication process/procedure changes while improving fraud risk control and minimizing losses. Collaborate with business stakeholders to prepare operations for authentication policy changes, including the approval of huddle notes, procedure updates, and alerts. Partner with internal and external industry partners to assure the business achieves it's regulatory, financial and policy obligations for fraud risk management. Represent the Retail Bank Policy Team on strategic related projects, develop and publish fraud risk assessments of new processes and changes to existing processes by reviewing policies and procedures and assessing business requirements in compliance with Citi policies. Present data and strategies succinctly for management review and decision making. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Job Skills / Qualifications: Bachelor's Degree preferred. Strong communication, analytical, and organizational skills. Must have project management, strategic planning and fraud experience. PC literate with MS Office products. Ability to manage/prioritize projects. ------------------------------------------------------ Job Family Group: Risk Management ------------------------------------------------------ Job Family: Operational Risk ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: San Antonio Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $103,920.00 - $155,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Analytical Thinking, Constructive Debate, Controls Design, Escalation Management, Issue Management, Operational Risk, Policy and Procedure, Policy and Regulation, Risk Controls and Monitors, Risk Identification and Assessment. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 27, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $103.9k-155.9k yearly Auto-Apply 4d ago

Learn more about Charles Schwab jobs

Most common locations at Charles Schwab