Citi jobs

The Business Support Senior Manager is a senior management level position responsible for accomplishing results through the management of a team or department, driving a variety of Business and Technical Support activities in coordination with the Fund Accounting and other Backoffice Operations teams. The overall objective of this role is to provide the Fund Accounting Operations teams with day-to-day technical support for applications and systems used in the delivery of activities associated with Net Asset Valuations (NAVs). **Responsibilities:** + Manage a team of professionals to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions) + Identify opportunities to implement process improvements and recommend system, service, and process enhancements including leading and evaluating system testing + Coordinate staff assignments to achieve optimal effectiveness through assessment of business requirements and staff skill sets and development needs + Build and maintain relationships with internal and external clients, and serve as point of escalation of complex customer issues + Perform discovery and due diligence with clients and visits regarding service quality measurement + Manage the Risk and Control agenda including audits, interfacing with internal and external auditors, and identifying process gaps + Work closely with senior management on identifying opportunities for cost saves, full-time equivalent (FTE) reduction, and optimization + Work closely with Sales and CEs on client management and service improvement 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 relevant experience + Experience in fund accounting operations preferred + Experience in accounting within financial services, strategic management, resource/expense management, and managing client relationships + Experience in managing operational delivery + Extensive knowledge of funds services and process + Demonstrated leadership and management skills + Ability to work in a team-oriented environment + Consistently demonstrates clear and concise written and verbal communication + Demonstrated Subject Matter Expert (SME) knowledge in related area **Education:** + Bachelor's degree/University degree or equivalent experience + Master's degree preferred ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Fund Accounting ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Columbus Ohio 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** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Sep 23, 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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment. Job Responsibilities * Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations * Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives * Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement * Create and present forecasts to senior management with a clear storyline and data support * Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business * Be a self-motivated individual with the ability to work on multiple projects with limited guidance * Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR Required qualifications, capabilities, and skills * Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required. * Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting. * Minimum 3 years of related analytical experience. * Strong knowledge of Python, SAS, SQL, and MS Office required. * Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas. * Excellent oral and written communication and presentation skills. Preferred qualifications, capabilities, and skills * Advanced degree is preferred. * Strong P&L knowledge and understanding of drivers of profitability. * Knowledge of CCAR (Stress Testing) and CECL process

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within the Integrated Monitoring and Control Center (IMCC), you will play a crucial role in managing incidents and providing L1 Technology support for the Cash and Check Management Product. You will act as a liaison between support groups and the line of business, ensuring timely resolution of operational issues. **Job responsibilities** + Manage IMCC incidents to ensure timely resolution and appropriate comments and escalation. + Provide L1 Technology support for the Cash and Check Management Product. + Analyze details and research utilizing multiple systems to resolve problems. + Maintain strict adherence to established risk procedures and on-going risk education. + Escalate concerns to appropriate production area and/or vendor partners when necessary. + Assist other team members with problem resolution to create a team synergy focused on the customer concern. + Communicate clearly with a variety of internal/external clients including senior management. + Participate in site projects as SME for service enhancements of system and processes. + Lead and/or provide support of all Continuous Improvement activities. **Required qualifications, capabilities, and skills** + Oral & written communication skills, problem-solving skills, and strong organizational skills. + Advanced MS Office skills. + Attention to detail and ability to work and make decisions with minimal supervision. + Structured Query Language (SQL) Knowledge. + Flexibility to adapt to changing business needs. **Preferred qualifications, skills, and capabilities** + Technical qualification/skills. + Prior Level 1 incident management experience. + Ability to effectively communicate across all levels of leadership. + Ability to maintain confidentiality and multitask. + Good attendance record and a scorecard rating of Meets Expectation. Schedule Tuesday - Saturday - 1:30 pm-10:00 pm EST. Shift Differential - 10% Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills Sophomore standing (expected graduation date of December 2027 through Summer 2028) Attends college/university in the U.S. (all majors considered) in good standing Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Columbus, OH Newark, DE New York, NY Plano, TX Wilmington, DE Fellows will have an opportunity to select up to three location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area. About Our Track Line of Business: Corporate Function Track: Global Finance & Business Management Analyst Program (GF&BM) Join our Global Finance & Business Management Analyst Fellowship Track to gain an understanding of our firm's operations, our lines of business and the critical role the Finance & Business Management organization plays. As a fellow, you will explore how we support the businesses and contribute to the success of the firm. In this program track, you can: Gain an understanding of how we provide insights that support business leaders in decision-making. Deepen your understanding in how to develop accurate and detailed reports to track financial performance and operational efficiency. Learn how the Finance & Business Management organization collaborates on projects that influence the firm's financial strategies and outcomes. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are ways for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

JobID: 210683115 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $170,000.00-$246,500.00 The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including investment grade credit, high yield, emerging market debt, unconstrained and aggregate strategies, long duration, stable value, FX, short duration, global bonds, structured products, mortgages and tax-aware strategies. Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. As an Investment Specialist, you will actively engage in developing and maintaining relationships between the investment desks, distribution teams, and clients. You will represent your investment team on business related matters, including, but not limited to marketing, product development and sales/retention strategy. Most importantly, we believe in doing 'first class business in a first class way'. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity and the motivation to develop market opportunities. Job Responsibilities * Work closely with the CIO, portfolio managers and other Investment specialists throughout the US and internationally to coordinate the efforts across the global team with responsibility for Unconstrained Fixed Income Strategies * Work closely with our client advisors across channels to represent Unconstrained Fixed Income strategies and develop business * Collaborate with our product development team * Engage with key clients around macro views and represent the Credit investment teams in various forums * Know the portfolios you represent as if you are the Portfolio Manager ("PM"). You will be fully integrated with the investment team to ensure that as much of the PM's time as possible is devoted to investing. * Be accountable for client and RFP materials as well as internal marketing tools, and to promote the strategies we represent internally and externally. * Engage with the sales teams across distribution channels is essential to jointly develop distribution strategy, targets and tactical plans. * Travel required periodically. Required qualifications, capabilities and skills * Extensive knowledge and experience in Global fixed income markets and a knowledge across a number of different fixed income sectors given the nature of Unconstrained Fixed Income * Demonstrated track record in developing business across a range of investor segments, including retail and institutional. * Developed interpersonal, presentation skills and ability to deal with clients and colleagues at all levels * Proven leadership skills * Excellent time management - able to prioritize issues and respond in a timely manner * Strong communication skills, both written and oral * Undergraduate degree * Series 7, 63 Preferred qualifications, capabilities and skills * Preferred degree in Finance, Economics or related subjects * CFA would be additive * Strong knowledge of Bloomberg, PowerPoint, and advanced level of Excel

Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do. As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success. Job Responsibilities: Manage fast-paced, complex, cross-functional programs or projects with significant business impact. Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle. Develop and manage integrated plans, providing regular progress communications to stakeholders. Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones. Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model. Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines. Required Qualifications, Capabilities, and Skills: Bachelor's degree in a related field from an accredited learning institution. 5+ years of related Program or Project Management experience. Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices. Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology. Proven ability to manage multiple efforts, resources, and address issues in a timely manner. Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities. Preferred Qualifications, Capabilities, and Skills: Project Management Professional (PMP). Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis. Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders. Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams. Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.

JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial Bank The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams. Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

Pepper Pike, Ohio;Canfield, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Mid-level Fraud Strategy Analyst, you will be accountable for driving USAA's overall fraud strategy, policies, and analytic capabilities for fraud rules management. This role will collaborate with key stakeholders across the enterprise, influencing outcomes in a complex, matrixed environment. This role will be an active participant in industry efforts to share and receive information, build industry partnerships and relations to formulate USAA's global fraud strategies and policies to better protect USAA from current, evolving, and future fraud threats. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Serves as an expert in at least one area of focus within Financial Crimes space to develop solutions for complex problems that align with the business's strategic direction and objectives. Actively participates in and may take ownership of analyses or business strategy initiatives using innovative/quantitative analytical approaches. Extract insights from moderately complex data sets to develop solutions within the Financial Crimes space through a range of data preparation, modeling, and visualization techniques, including predictive analysis, pattern recognition and/or Machine Learning. Uses association rule learning, cluster analysis, anomaly detection, data analysis and visualization (e.g., PowerBI, Tableau), and object-oriented programming (Python, SAS) to identify trends from existing data reports and recommends strategies/analysis that should be performed to mitigate risks. Consults with the business to understand the business direction, environment and strategies for supported domains/clients; gathers requirements to recommend solutions. Advocates for self and teammates to encourage the growth of direct and indirect peers toward continual technical and soft skill progression. Serves as a resource for mathematical skills, business product knowledge, and/or Financial Crimes knowledge. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years of experience in financial crimes supporting and participating in stakeholder consultation, needs assessment, requirement translation and prescription of technology solution Previous experience gathering business requirements and applying business rules to recommend technology solutions. Demonstrated experience using fraud rules management to reduce or mitigate loss and fraud exposures. Knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Knowledge of bank laws and regulations related to money movement and /or payments, including but not limited to Reg E, Reg CC, UDAAP, FACTA, and Reg Z. Strong written and verbal communication skills, with demonstrated ability synthesizing data and clearly reporting findings. What sets you apart: Prior fraud acquisition experience Fraud Analytics experience specific to retail banking, credit card, debit card, deposits, checking account Programming experience in data analysis tools, data visualizations, and developing analysis queries and automation techniques utilizing SQL, SAS, Tableau, and Snowflake System knowledge operating a fraud detection engine tool i.e. Actimize, PowerCurve Originations (PCO), Advanced Defense, Falcon Expert US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $85,040 - $153,080. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

The Fund Accounting Associate Analyst is an entry level position responsible for assisting in a variety of fund valuation activities in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the calculation of daily and periodic Net Asset Valuations (NAVs) for funds and the distribution of associated unit prices. **Responsibilities:** + Assist in distributing fund data to internal and external business partners as well as coordinate and review offshore production activities + Ensure accurate fund records through review of reconciliation reports + Communicate cash position to the investment advisor as well as research cash and funding holdings differences with custodian + Help process, balance, and reconcile shareholder activity with transfer agent + Calculate daily net asset value and market value of portfolio holdings + Provide support on audits and review work for adherence to procedures and compliance requirements + Analyze/monitor client budgets and ensure fund expenses are paid in a timely manner + Assist in completing all monthly, quarterly, and annual reporting requirements as well as assist with the preparation of financial statements, regulatory filings, and board materials + Assist in preparing and calculating tax information and reporting requirements + 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 + Experience in business related area + Working knowledge of industry practices and standards + Proficient computer skills with a focus on Microsoft Office applications + Demonstrated time management skills + Consistently demonstrates clear and concise written and verbal communication **Education:** + Bachelor's degree/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Fund Accounting ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Columbus Ohio United States ------------------------------------------------------ **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:** Nov 24, 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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Solution Officer you are responsible for providing Cash Management solutions to branch managed customers/prospects over the phone and for providing Cash Management assistance to the Small Business Specialist. You have found the right team. As a Cash Management Solution Officer within Business Banking, you are responsible for participating in various projects and pilots results for the branch managed segment Job Responsibilities Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone Leverages core knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank Conveys a professional, knowledgeable and confident demeanor over the phone Regarded as the subject matter expert on Chase Business Online and One Card with Rewards. Performs onboarding of clients with professionalism and skill Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, Area Managers, Market Managers, Divisional Directors and cross functional partners. Actively participates in partner meetings and communicates key Cash Management messages timely and accurately Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Cash Management products Protects the firm by applying sound risk management protocols and adhering to regulatory requirements; Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results Required qualifications, capabilities, and skills One year experience in Cash Management/Treasury Services or related business experience General knowledge of Cash Management products/solutions Bachelor's Degree in Finance or related field Relationship Building - Ability to build relationships with clients and internal partners via the phone. Ability to influence those outside of direct management control. Marketing Expertise - Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects. Business Acumen - Ability to understand the overarching Cash Management business environment both internally and externally. Ability to manage business results in alignment with strategic objectives. Time Management - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Join our Transformation & Ventures team as we evolve our strategy and invest for the future. In this Business Strategist Lead role, you'll align strategy to our most critical investments and help shape our long-term direction. Perfect for someone who excels at driving impact and influencing across teams. As a dedicated Business Strategist Lead, you may also be responsible for managing and communicating the progress and outcomes of business strategic and operational efforts with senior leadership throughout the planning process and ongoing. Provides thought leadership, resources, support, guardrails, and guidance to enable senior leaders across CoSA and enterprise to achieve strategic goals. Contributes to the sustainability of CoSA and functional strategies while also ensuring all production and expense targets are achievable for the plan horizon. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Leverage expert business acumen, critical thinking, abstract thinking, and empathy to independently reframe business problems into business opportunities. Develop custom project approaches to uniquely address the specific needs of each defined initiative, ensuring a deep focus on achieving business objectives. Continuously iterate and refine methodologies to optimize business development. Drive continuous improvement by iteratively refining methodologies and approaches to further evolve the business strategy discipline. Lead diverse audiences, including partners, senior executive leadership, stakeholders and users towards a shared vision and desired outcomes through impactful communication and engagement strategies. Conduct comprehensive strategic analysis employing advanced data analysis skills, to manipulate, interpret and study additional data sources to translate findings into comprehensive actionable insights for further business strategy development. Synthesize and interpret large amounts of quantitative and qualitative data to create narratives that communicate strategic recommendations These recommendations may include audience and market recommendations; vision, advantage, scope; experience guardrails; journey maps; prototypes; sketches; visual concepts; narratives; white papers; blueprints. Maintain a deep understanding of business needs, goals, and challenges and connects all aspects of the business strategy to tell a cohesive, impactful story aligning to the enterprise corporate strategy. Define and execute recommendations to enhance the business strategy practice, ensuring alignment of business strategies to the enterprise corporate strategy Elevate experience related opportunities to USAA strategic planning process. Execute and evolve functional strategies developed in partnership with the CoSA strategy team. Understand and supports the execution of functional, CoSA and enterprise strategies with functional implications. Partner with the CoSA strategy team on the USAA strategic planning process. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of business strategy experience to include 4 years of experience leading strategy engagements. Deep expertise in industries such as financial services and/or insurance. Ability to identify strategic needs and lead all aspects of projects with sound business recommendations and alignment with key business partners. Demonstrated experience influencing business decisions and driving strategic outcomes. Demonstrated experience translating complex business strategy and vision into an executable business process and technology plan and successfully delivering component. Demonstrated technical Consulting Skills including but not limited to, Hypothesis-driven problem solving; Primary Market research (e.g. interviews); Secondary Market research (e.g. desk research); Data analysis (e.g. what-if, sensitivity, etc.); Story Telling; PowerPoint / Excel; Presentation skills; Meeting Leadership Advanced quantitative, analytical, written, and oral communication, and collaboration skills, with the ability to work effectively with cross-functional teams and stakeholders at all levels. What sets you apart: Current or prior P&C insurance industry experience Experience creating strategy, building relationships, and managing executive stakeholders US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $143,320 - $273,930. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

JobID: 210684722 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $166,300.00-$235,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities. Job Summary: As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm. Job Responsibilities: * Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. * Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies. * Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings. * Prepare and present financing feasibility and debt capacity studies. * Review legal documents on existing ESOP deals to ensure compliance. * Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives. * Conduct periodic reviews of ESOP's to support credit exposure extensions. Required qualifications, capabilities, and skills: * Bachelor's degree. * Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space. * Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting. * Strong business development acumen and strategic vision to identify marketplace opportunities. * Ability to assess credit transaction risks and knowledge of credit policies. * Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding. Preferred qualifications, capabilities, and skills: * Experience working with Client Executives and Senior Bankers. * Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers. * Knowledge of credit underwriting and structuring.

The Fund Accounting Associate Analyst is an entry level position responsible for assisting in a variety of fund valuation activities in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the calculation of daily and periodic Net Asset Valuations (NAVs) for funds and the distribution of associated unit prices. Responsibilities: Assist in distributing fund data to internal and external business partners as well as coordinate and review offshore production activities Ensure accurate fund records through review of reconciliation reports Communicate cash position to the investment advisor as well as research cash and funding holdings differences with custodian Help process, balance, and reconcile shareholder activity with transfer agent Calculate daily net asset value and market value of portfolio holdings Provide support on audits and review work for adherence to procedures and compliance requirements Analyze/monitor client budgets and ensure fund expenses are paid in a timely manner Assist in completing all monthly, quarterly, and annual reporting requirements as well as assist with the preparation of financial statements, regulatory filings, and board materials Assist in preparing and calculating tax information and reporting requirements 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 Experience in business related area Working knowledge of industry practices and standards Proficient computer skills with a focus on Microsoft Office applications Demonstrated time management skills Consistently demonstrates clear and concise written and verbal communication Education: Bachelor's degree/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Fund Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Columbus Ohio United States ------------------------------------------------------ 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: Nov 24, 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.

JobID: 210657029 JobSchedule: Full time JobShift: : Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within the Integrated Monitoring and Control Center (IMCC), you will play a crucial role in managing incidents and providing L1 Technology support for the Cash and Check Management Product. You will act as a liaison between support groups and the line of business, ensuring timely resolution of operational issues. Job responsibilities * Manage IMCC incidents to ensure timely resolution and appropriate comments and escalation. * Provide L1 Technology support for the Cash and Check Management Product. * Analyze details and research utilizing multiple systems to resolve problems. * Maintain strict adherence to established risk procedures and on-going risk education. * Escalate concerns to appropriate production area and/or vendor partners when necessary. * Assist other team members with problem resolution to create a team synergy focused on the customer concern. * Communicate clearly with a variety of internal/external clients including senior management. * Participate in site projects as SME for service enhancements of system and processes. * Lead and/or provide support of all Continuous Improvement activities. Required qualifications, capabilities, and skills * Oral & written communication skills, problem-solving skills, and strong organizational skills. * Advanced MS Office skills. * Attention to detail and ability to work and make decisions with minimal supervision. * Structured Query Language (SQL) Knowledge. * Flexibility to adapt to changing business needs. Preferred qualifications, skills, and capabilities * Technical qualification/skills. * Prior Level 1 incident management experience. * Ability to effectively communicate across all levels of leadership. * Ability to maintain confidentiality and multitask. * Good attendance record and a scorecard rating of Meets Expectation. Schedule Tuesday - Saturday - 1:30 pm-10:00 pm EST. Shift Differential - 10%

Pepper Pike, Ohio;Canfield, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

JobID: 210684481 JobSchedule: Full time JobShift: : Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients. Job responsibilities * Execute the strategies and the business priorities of the Region to grow the business and support current initiatives. * Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business. * Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals. * Manage the profitability and performance of assigned portfolio. * Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients. * Analyze and document the effectiveness of sales performance and results as related to KPMs. * Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed. * Adhere to the firm's Code of Conduct and controls/compliance. Required qualifications, capabilities and skills * Bachelor's degree * 10+ years of experience in commercial banking or business banking. * Strong knowledge and understanding of Deposits and Treasury products and solutions. * Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing. * Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners. * Knowledge of accounting principles and financial statement analysis * Strategic thinker who supports the goals and direction of the firm * Ability to partner across lines of businesses and leverage internal resources. * Strong knowledge of regulatory and control framework Preferred qualifications, capabilities and skills * MBA * Knowledge of consumer lending * Formal credit training * Automotive industry THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.