Citi jobs in Fort Lauderdale, FL - 565 jobs

The Senior Portfolio Credit Risk Manager is a senior management-level position responsible for managing a Citi Global Wealth credit portfolio within an assigned geographic scope through the management of a team. Such individual must have strong commercial awareness and is an acknowledged authority both within and outside area of expertise. Requires in-depth understanding of how own function contributes to achieving the objectives of the broader business within the defined risk appetite of the firm. Requires thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise. Excellent communication skills required in order to negotiate and influence, often at a senior level. Some external communication/negotiation may be necessary. Accountable for end results and contribution to deployment of risk strategy within scope of coverage as applicable. This may entail management responsibility of a team(s) of credit risk officers, including management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval. May be involved or responsible for diverse (cross-discipline) activities and/or ad-hoc projects as deemed needed in the area, business or broader institution. Typically, a direct report to a C16 role and function as an integral member of the functional leadership team within a country/site location, sub region, job family, or line of business. **Responsibilities:** + Lead a team/organization responsible for risk management activities associated with Citi Global Wealth credit portfolio of the assigned geographic scope + Analyze credit risk and provide credit recommendations and guidance to senior risk managers + Apply understanding of inherent credit risks for a range of banking products including lending and capital markets transactions + Interact, review and provide credible challenge to first-line Bankers and Product Specialists on client credit requests; approving as applicable wholesale credit loan / counterparty transactions presented by the business, taking into consideration all aspects of credit decision including applicable policies, quantitative and qualitative factors. + Analyze transactions and assist in structuring transactions to contain Citi's credit risk within acceptable parameters + Produce credit and exposure analyses to ensure aggregate risk exposure to customers remains appropriate to credit standing + Manage regional and other key Risk reviews including assessment of quality of assigned portfolios, product programs including identification and evaluation of emerging risks, effectiveness of control processes and applicable performance metrics. + Assess effectiveness of the credit risk processes, product programs and standards of assigned entities to promote leading practices and identify opportunities for improvements + Review and assess the appropriateness, completeness and usage trends of the credit risk components for the assigned portfolios + Provide autonomous assessment of the accuracy and appropriateness of risk ratings and classifications of the assigned portfolios + Assess business/risk staffing models to ensure appropriate resources for assigned entities + Ensures that corrective action plans for assigned businesses are appropriate, monitored and duly validated addressing concerns resulting from Fundamental Credit Risk reviews. + Assist the Regional and/or Global Risk Head on regional and/or global tasks as deemed required + Infer the diverse opinions of Sr. Management and Regulators to effectively address all issues applicable to area of responsibility + Provide support on assigned tasks related to managing the relationships, expectations and deliverables for outside regulators, ARR, IA, Regulatory reporting, Risk, Finance and Accounting Policy + Partner with the applicable stakeholders to understand the source of the data and continue to improve the process of defining, extracting and utilizing the data applicable to perform the function. + 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. + Manages team that deliver a consistent, goal oriented and sophisticated process of credible challenge to corresponding 1st line stakeholders. + Identifies credit risks, processes, trends, emerging risks and training needs within the realm of credit underwriting and risk management. + Performs other duties and functions as assigned. **Qualifications:** + 15+ years prior experience in a credit-related, risk management or banking role, in Wealth or Wholesale Risk or business functions. + Must have credit background and management experience. + Excellent quantitative, analytical, written and verbal presentation skills. + Ability to communicate and negotiate effectively. + Exercises effective people management skills + Demonstrate advanced analytical skills and the ability to assimilate complex information. + Excellent written and oral communication skills as well as presentation skills are required. + Ability to operate independently deliver under tight timeframes, manage multiple complex and conflicting activities, adapt to change in a fast -paced environment. + Strong background in Risk decisioning across Risk stripes, ability to network, manage conflict with the business, while maintaining a strong working relationship. + Strong leadership footprint with prior experience on managing people. + Formally credit trained at either Citi or at a reputable financial institution. + Self-starter, able to work under time pressure and observe deadlines + Very adaptive to change and capable of operating under stress. **Education:** + Bachelor's degree/University degree or equivalent experience + Master's degree preferred ------------------------------------------------------ **Job Family Group:** Risk Management ------------------------------------------------------ **Job Family:** Portfolio Credit Risk Management ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Fort Lauderdale Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $170,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Analytical Thinking, Constructive Debate, Escalation Management, Industry Knowledge, Policy and Procedure, Policy and Regulation, Process Execution, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment. ------------------------------------------------------ **Other Relevant Skills** Credible Challenge, Data Analysis, Laws and Regulations, Management Reporting, Referral and Escalation, Risk Remediation. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 15, 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.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The U.S. Consumer Services team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back and lending portfolios, Membership Rewards, Global Consumer Travel & Lifestyle Services, the Centurion Lounge network, Global Dining, U.S. Consumer Banking, Amex Offers, and best-in-class marketing programs across Customer, Prospect, and Partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day. **About the role** American Express is seeking a detail oriented and proactive First Line of Defense (1LOD) Compliance Senior Manager to support the business in managing compliance risk across products, processes, and customer interactions. This role plays a key part in ensuring that day-to-day operations align with regulatory requirements and internal policies, working closely with both business and compliance partners. The ideal candidate has strong regulatory knowledge, a process mindset, and the ability to translate risk concepts into practical actions. **Key Responsibilities:** + Act as a compliance risk advisor to front-line business teams, helping them understand and comply with applicable regulatory obligations. + Support the execution of compliance risk assessments and ongoing monitoring activities within the business unit. + Partner with operations, product, and technology teams to design and enhance controls that mitigate regulatory and operational risks. + Monitor business activities for compliance with laws, regulations, and internal standards (e.g., UDAAP, Fair Lending, Privacy, BSA/AML). + Track and remediate compliance issues and control gaps identified through monitoring, audits, or regulatory exams. + Maintain and update business-level compliance documentation, including procedures, control descriptions, and training materials. + Collaborate with second line Compliance and Legal teams on policy interpretation, regulatory change implementation, and incident response. + Support compliance testing, audit readiness, and business responses to regulatory inquiries and examinations. + Assist with delivery of compliance-related training to business staff. + Contribute to reporting of compliance metrics and trends to business leadership. **Minimum Qualifications:** + Bachelor's degree in business, finance, law, or a related discipline. + 4 years of experience in compliance, risk management, or control-related roles in financial services. + Working knowledge of key U.S. banking regulations (e.g., BSA/AML, UDAAP, Reg Z, Fair Lending). + Experience supporting compliance or operational risk within a business or first line function. **Preferred Qualifications:** + Compliance or risk certification (e.g., CRCM, CAMS, CCEP). + Familiarity with issue management, risk assessments, and control testing processes. + Experience working in a matrixed environment or with cross-functional teams. **Skills & Competencies:** + Strong attention to detail and critical thinking skills + Ability to analyze regulatory requirements and apply them in a business context + Effective communication and relationship-building skills + Proactive, self-motivated, and comfortable managing multiple priorities + Sound judgment and problem-solving capabilities **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Compliance **Primary Location:** US-New York-New York **Other Locations:** US-North Carolina-Amex - for internal use only, US-Arizona-Phoenix, US-Florida-Sunrise **Schedule** Full-time **Req ID:** 25019513

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? * Deliver world-class customer service in an in-bound, high-volume travel call servicing environment * Delighting our Premium Card Members with unforgettable travel experiences by creating new bookings and servicing existing travel arrangements * Understand our customer needs through consultation to deliver innovative and extraordinary interactions * Research, plan, and create personalized travel experiences, through booking domestic and international flights, car and hotel travel arrangements * Communicate new and existing product offerings and value propositions relevant to the Card Member * Always put the Card Member's experience at the forefront of everything you do, reinforcing the Membership First approach, delivering excellent service and outcomes that are core to the American Express brand Minimum Qualifications * 1 year experience in tourism, travel, or cruise and tours * High-end customer service or sales roles experience * Demonstrated ability to provide premium customer service, ideally in a call center or other comparable fast paced, high-volume servicing environment * Basic geography knowledge with ability to locate continents, countries, and key travel destinations world-wide * Positive attitude and outlook, as demonstrated through a desire to learn, willingness to try new things, resiliency through change and optimism * Natural communicator who can demonstrate active listening skills and to adapt conversation to suit the situation and the Card Member's communication style * Computer proficiency as demonstrated by the ability to navigate multiple computer applications, Microsoft Office and personal devices * Ability to succeed in a result focused environment, with a healthy desire to meet and exceed goals * You must have the ability to work nights and weekends as we service our Card Members 24 hours a day / 7 days per week Additional Requirements * This is a hybrid role, and candidates must be able to work in the office a minimum of 3 days a week * Flexibility to work anytime between 5:00am-2:00am including weekends * Location: Sunrise, Florida Salary Range: $20.00 to $33.05 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. **Job Responsibilities** + Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. + Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. + Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. + Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. + Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. + Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum of two years of financial services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred Qualifications, Capabilities, and Skills** + A bachelor's degree + Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. **This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process** . **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* 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

This role will play a critical leadership position within the U.S. Commercial Compliance team supporting the U.S. Corporate Card Programs including vPayment, Business Travel Account, Expense Management & Travel Partnerships, @Work, Corporate Account Setup and Spend Enablement, as well as the U.S. issued Global Dollar Card. This person will provide strategic compliance oversight and effective challenge to ensure business strategies and initiatives are compliant with applicable laws, rules and regulations for Corporate commercial products, capabilities and offerings. The compliance efforts for this position will have a particular focus on product development, marketing strategies, risk management initiatives, rewards and benefits, and customer communications. **Job responsibilities include:** + Provide effective challenge over business processes and controls aimed to mitigate risk and ensure compliance with regulatory and policy requirements. + Effectively inform on the development and implementation of policy and regulatory requirements in the areas of UDAP, general card practices, general banking, and other relevant federal, state and local regulations. + Play a critical role within each of the Compliance program elements of the Compliance Target Operating Model, covering BU support functions. + Oversee and effectively challenge on applicable regulations and policies, monitor performance and emerging risks to assess the efficacy of mitigating controls, procedures and practices within the business. + Collaborate with key compliance subject matter experts as well as partners across the Enterprise, such as the General Counsel's Organization, Audit and Operational Excellence groups. **Qualifications** + Deep regulatory knowledge of the financial regulations applicable to U.S. corporate card products including UDAP. + Prior credit card industry, compliance, legal or risk experience is a plus. + Strong relationship and leadership skills with proven ability to communicate and collaborate effectively at all levels of the organization. + Ability to exercise good judgment in the development and pursuit of compliant solutions. + Prior experience of leading and developing high performing teams is a plus. + Excellent written, verbal, research, analytical, and interpersonal skills. + Strong project management skills, ability to lead multiple projects and support multiple priorities simultaneously. + Demonstrated ability to make decisions independently, work well under pressure, meet deadlines and adapt easily to frequent change. + Bachelor's degree required; advanced degree preferred. **Qualifications** Salary Range: $123,000.00 to $215,250.00 annually bonus equity (if applicable) benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Compliance **Primary Location:** US-New York-New York **Other Locations:** US-Utah-Sandy, US-Arizona-Phoenix, US-Florida-Sunrise **Schedule** Full-time **Req ID:** 26000641

JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment. How we're organized: As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks: * A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology. * A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication. Syndicated Finance Group Locations: Chicago, Houston Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation. Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience. Financial Sponsors Group Locations: New York, Chicago, Los Angeles FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions. In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job Responsibilities: Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program. You'll make an impact by: * Working on financial models to support financing transactions * Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learning how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Developing an understanding of the full breadth of J.P. Morgan products and service offerings * Conducting client and prospect research to support business development efforts Locations we hire for C&SI - Diversified Track: * Atlanta * Austin * Birmingham (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * Phoenix * San Francisco * Seattle * Washington D.C. Locations we hire for C&SI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City Who We Are Seeking: We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience. Required qualifications, capabilities and skills: * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028 * Candidates must be authorized to work permanently in the U.S. Preferred Qualifications: * Coursework in business, finance, or accounting a plus * Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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, JPMorganChase, 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.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. Our Mission: At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. * Your city preference should align with your current internship location. About Us: JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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. Equal Opportunity Employer/Disability/Veterans About the Team: Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations. Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.

JobID: 210700309 JobSchedule: Full time JobShift: Day : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

The Private Banker Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level, and externally. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. **Responsibilities:** + Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed on their behalf. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not articulated or clearly expressed by the client. + Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help clients achieve broad financial/investment goals related to the creation and management of wealth. + Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. + Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. + Establish a referral network and gain introductions to potential clients which generate new sales. + Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience necessary to establish credibility with clients and intermediaries. + Demonstrate strong commitment to team success and place team goals above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences and skill sets of team members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. + Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate. + Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. + Ensure strong controls and effective operational and administrative services. + Partner with colleagues across the Citi network to leverage capabilities and share expertise. + Ensure clients are presented with seamless execution of internal processes and Citigroup services. + Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. + Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. + Understand the broad array of products and services under the Citi umbrella. + Apply an in-depth level of knowledge in key investment and financing products. + Develop expertise to identify business opportunities and address the unique needs of specific client segments. + 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:** + 10+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling + Proficiency in Spanish preferred + Required Licensing/Registration: SIE, Series 7, Series 66 (or 63 and 65) **Education:** + Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Private Banker ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Miami Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $200,000.00 - $300,000.00 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:** Oct 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.

The Market Executive (ME) Function Group Manager is a senior leadership role responsible for driving sustained growth in assets and revenues by leading and developing multiple a team of junior investment advisors. This role requires a broad and comprehensive understanding of financial systems coupled with extensive practical experience. The ME combines market strategy, business development, and robust advisor supervision to expand client relationships, capture new opportunities, and ensure seamless referral of complex clients to senior advisors. This position is a Managing Director role and is part of the Wealth at Work leadership team. The ideal candidate is a strategic, results-driven leader capable of balancing growth initiatives, advisor development, and stringent regulatory supervision. Success in this role will be measured by growth of new assets, revenue growth, compliance integrity, and the ability to foster a high-performing, client-centric advisory team. **Key Responsibilities** **Leadership and Team Development** + Lead and develop junior investment advisors, to consistently meet and exceed growth objectives. + Provide full management oversight, including staffing, strategic planning, budgeting, and day-to-day management. + Recruit, select, and develop staff with well-rounded skills and knowledge, ensuring growth and development of a professional client base. + Ensure staff is well-trained on Wealth at Work products and services, effectively communicating the "Citi" value proposition. + Foster a high-performance and client-centric advisory team. **Strategic Planning and Business Growth** + Drive new client acquisition and deliver annual net new asset growth targets. + Increase team-generated revenues through effective business development and client retention strategies. + Serve as a strategic partner with senior colleagues to execute the Wealth at Work strategic plan. + Develop proactive sales and marketing strategies tailored for Wealth at Work client segments. + Accelerate sales revenue performance and continuously track sales performance. + Participate in and initiate client calls with the sales teams. + Develop strategies to expand access to existing client base and prospects. + Understand market trends, pipeline, activity, and competitor performance to refine growth strategies. + Calibrate with senior colleagues and leaders to align business plans with Wealth at Work's objectives. **Client Relationship Management** + Prioritize client issues with the highest level of consideration. + Actively assist team and wealth team colleagues in assessing client needs and developing tailored recommendations. + Ensure clients receive a seamless integration of products and services that best meet their needs. + Aim for a highly satisfied client base and minimal customer attrition. + Identify and initiate cross-referral opportunities, establishing protocols that direct higher-value opportunities to appropriate partners for optimal servicing. **Supervision and Compliance** + Serve as the Supervisory Principal for the advisor team, accountable for adherence to FINRA, SEC, and state regulations. + Oversee the review and approval of client accounts, investment recommendations, and advisory activity. + Ensure timely resolution of compliance issues, trade exceptions, and supervisory alerts. + Participate in advisor audits to maintain risk and compliance standards. + Support required ongoing compliance training and reinforce a culture of ethical conduct and client-first practices. + Appropriately assess risk in business decisions, safeguarding the firm's reputation, clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating/managing control issues with transparency. + Effectively supervise the activity of others and create accountability for those who fail to maintain these standards. + Ensure 100% compliance on all regulatory requirements and that processes are consistent with Citi's compliance policies. + Ensure controls are in place to meet all audit requirements. **Influence, Negotiation, and Market Representation** + Utilize excellent communication skills to influence internal partners. + Engage in internal negotiations that significantly impact the team, function and Wealth at Work business objectives. + Influence and gain support across all levels of wealth at Work and Wealth colleagues. + Communicate risks effectively and reduce exposure for both the client and the business. + Partner with colleagues and build marketplace awareness and communicate the value Wealth at Work offers to new professional clients. **Qualifications** + **Experience:** 15+ years of experience in wealth management, private banking, or financial advisory, with at least 5 years in leadership and supervisory roles. + **Management:** Proven experience managing client facing sales teams in Financial Services. + **Knowledge:** Extensive knowledge of investment management, deep expertise in investment solutions, portfolio management, and wealth planning strategies. In-depth knowledge of the industry and direct competitors' products/services. + **Performance:** Proven record of exceeding asset growth and revenue targets in a leadership capacity. Demonstrated sales/acquisition performance and ability to manage against a segmented client base. + **Licenses:** FINRA Series 7, 66 (or 63 and 65), and 24 (or 9 and 10) required. + **Education:** Bachelor's/University degree required, + **Skills:** Strong executive presence with a demonstrated ability to influence, coach, and lead across market segments. ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Franchise Administration ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Miami Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $250,000.00 - $500,000.00 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:** ------------------------------------------------------ _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.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Global Merchant & Network Services (GMNS) brings together American Express' merchant-and network related businesses to enable a sharp focus on using the power of our network to provide unique value to all our mutual customers. The organization manages the relationships with the millions of merchants around the world that accepts American Express and runs the company's payment network and manages bank partnerships globally. GMNS is looking for an experienced Sr. Manager- Financial Crimes to lead a diverse team of high-performing professionals focused on ensuring risk and control management is embedded in the day-to-day operations of our organization. This first-line role will involve extensive collaboration with partners across business units, functional areas, and geographies. This role will lead the execution of financial crime risk management within the business unit and is accountable for ensuring the business maintains a strong control environment to prevent, detect, and respond to financial crimes-including anti-money laundering (AML), sanctions, fraud, and anti-bribery and corruption (ABC). The ideal candidate brings deep subject matter expertise and a pragmatic, partnership-driven approach to risk management. The Senior Manager-Financial Crimes will: * Consult on the design and implementation of controls tailored to specialized risk areas including Financial Crime and Compliance, with input in broader areas of operational risk * Ensure all activities & guidance provided to BU are in alignment with standards set by centralized specialist risk-stripe teams * Comply with enterprise policies and programs pertaining to specific risk types (e.g., Conduct Risk Management policy), and support with design/ enhancement of BU procedures /standards * Maintain awareness and understanding of emerging trends, best practices, and regulatory updates relevant to operational risks and share this with BU process owners * Support with the design and dissemination of targeted training and awareness programs to increase understanding and management of specific risk topics within GMNS Key Responsibilities: * Develop and maintain financial crimes risk assessments and controls aligned with enterprise policy and regulatory expectations. * Partner with business leadership to embed financial crime risk management into day-to-day operations, new product development, and client onboarding. * Lead or support investigations of suspicious activity, coordinating with AML and fraud investigation teams. * Monitor and report on financial crimes risk indicators, emerging threats, and control effectiveness to business and risk leadership. * Escalate and remediate control issues or potential violations in partnership with compliance, legal, and audit functions. * Support internal and regulatory exams, audits, and inquiries related to financial crimes. * Coordinate financial crimes training and awareness programs for front-line staff. * Maintain detailed documentation and records to demonstrate compliance with regulatory and internal standards. Minimum Qualifications: * 5+ years of experience in AML, financial crimes compliance, fraud risk, or business risk roles within a financial institution. * Strong understanding of BSA/AML, OFAC, and anti-bribery and corruption regulations. * Proven ability to assess risk, implement controls, and collaborate across functions. Preferred Qualifications: * Bachelor's degree in finance, criminal justice, business administration, or a related field. * CAMS, CFE, or similar professional certification. * Experience working in a first line of defense or business control function. * Familiarity with customer risk rating, transaction monitoring, and suspicious activity reporting processes. Skills & Competencies: * Strong analytical and problem-solving skills. * Excellent written and verbal communication abilities. * Sound judgment and decision-making under pressure. * Ability to influence and educate business partners on risk concepts. * Skilled in project management and working in a matrixed organization. Guardian Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.

The Community Mortgage Lending Officer is an position responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents, and affordable housing non-profit partners in coordination with the Consumer Product Sales team. The role is directly responsible for the sale of a specific product or product set directly to clients. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to support and grow our customers. Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank. 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 Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals Attend a minimum of 2 - 3 Diverse Realtor and/or affordable housing nonprofit events per month. 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: 2-5 years relevant experience Residential Mortgage experience required 3+ years previous mortgage sales experience required Established relationships with diverse realtor organizations and affordable lending nonprofits in origination territory Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs. Established book of business FHA/VA & conventional loan experience is preferred The ability to comprehend and explain financial calculations and pricing alternatives. The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Demonstrated customer service skills Self-motivated and able to work independently Strong relationship development and management skills Expertise of general lending products and overall mortgage industry. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. Originate minimum of 3 loans per month with a minimum mix of 50% being either CRA eligible or within minority tracts. Education: Bachelor's/University degree or equivalent experience This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. As part of this registration process, you must be fingerprinted unless you have fingerprints are on file with NMLS Registry that are less than 3 years old. This position further requires that you maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Consumer Product Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Boca Raton Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $90,000.00 - $90,000.00 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: Jan 20, 2026 ------------------------------------------------------ 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.

The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. **Responsibilities:** + Build relationships with new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research. + Master referral opportunities to grow portfolio. + Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) + Acquire new clients through converting referral leads. + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure that KYC/AML and other compliance norms are strictly adhered to + Partner with all roles on branch team to ensure all clients have a positive in-branch experience + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and financial skills + Strong verbal and written communication skills + Organized with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without direction + Securities Industry Essentials - SIE - Active Series 7, 66 (or 63 and 65) licenses + Group 1 insurance + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Financial Planning Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Boca Raton Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 09, 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.

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. **Responsibilities:** + Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service + Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash + Identify referral opportunities for new products and services based on client's financial goals + Educate clients on digital and self-service opportunities offered by Citi + Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets + Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed + Maintain working knowledge of client accounts as well as new and existing products and services offered. + Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. + 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:** + Previous relevant experience preferred + Demonstrated sales and customer service experience + Money handling experience + Effective problem solving and communication skills + Ability to work well in a team oriented environment **Education:** + High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Customer Service ------------------------------------------------------ **Job Family:** Branch Service ------------------------------------------------------ **Time Type:** Part time ------------------------------------------------------ **Primary Location:** West Palm Beach Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $39,520.00 - $46,810.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. **The hourly rate corresponding to the annual range is:** $19.00 - $22.50 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 17, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

JobID: 210690291 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; Rochester,NY $100,000.00-$100,000.00; Greenwich,CT $100,000.00-$100,000.00; Greenvale,NY $100,000.00-$100,000.00; Manhattan Beach,CA $100,000.00-$100,000.00; Westlake Village,CA $100,000.00-$100,000.00; San Diego,CA $100,000.00-$100,000.00; Washington,DC $100,000.00-$100,000.00; Las Vegas,NV $100,000.00-$100,000.00; Summit,NJ $100,000.00-$100,000.00; Seattle,WA $100,000.00-$100,000.00; Walnut Creek,CA $100,000.00-$100,000.00; Chicago,IL $100,000.00-$100,000.00; Baltimore,MD $100,000.00-$100,000.00; Pasadena,CA $100,000.00-$100,000.00; Denver,CO $100,000.00-$100,000.00; Boston,MA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; Palo Alto,CA $100,000.00-$100,000.00; Irvine,CA $100,000.00-$100,000.00; Minneapolis,MN $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00; Cleveland,OH $100,000.00-$100,000.00 If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job Responsibilities: * Work with a team of advisors and specialists to bring in new clients and serve existing clients * Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required Qualifications, Capabilities, and Skills: * Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's. * Expected graduation date between December 2027 and June 2028. * Currently attending a college/university in the U.S. * Highly driven, inquisitive, and proactive, with a strong desire to learn. * Enjoys working in teams to develop complex solutions. * Exceptional interpersonal, communication, analytical, and problem-solving skills. * Excellent organizational skills with the ability to multitask in a fast-paced environment. * Demonstrates good judgment and discretion with confidential information. * Genuine interest in financial markets and macro-level economic trends. * Aspires to work with external clients in a relationship-building and sales capacity. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: 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.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO East Bay, CA Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA South Bay, CA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. 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. JPMorganChase 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.

The Portfolio Optimization Relationship Manager is a strategic professional who follows latest trends in their own field and adapts them for application within own job and the business. Excellent communication skills required to negotiate externally as well as internally. Developed diplomacy skills are required to guide, influence, and convince others, particularly customers as well as other internal partners. Accountable for significant direct business results and authoritative advice regarding the operations of the business. Makes strategic decisions and responsible for escalating relevant situations appropriately. Ability to undertake and manage multiple projects for desired results. Responsibilities: Assesses the portfolio of clients and defines a strategy that best suits Citi and clients' interests Calls on clients to negotiate and manage relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks, and expectations Partners with other teams within the Commercial Bank, Retail Bank, and other areas to assess clients within CCB and other line of businesses Works with the team to develop an exceptional level of client service and to build solid relationships that will lead to substantial improvements in profitability. Manage relationships with large credit exposures, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes Lead highly sensitive and complex discussions with clients regarding the restructuring, reduction, or termination of credit relationships. This includes developing and executing sophisticated de-marketing strategies for credit relationships that no longer align with Citi's strategic objectives, risk appetite, or regulatory mandates. Demonstrate exceptional diplomacy, negotiation, and persuasive communication skills to navigate these challenging conversations, ensuring decisions are conveyed clearly, ethically, and with minimal impact on Citi's reputation or broader client relationships. Proactively manage client expectations and objections, offering clear rationales and facilitating smooth transitions in strict adherence to all internal policies and regulatory requirements. This requires an advanced ability to balance Citi's interests with maintaining client goodwill, even in adverse circumstances. Experienced in underwriting principals and risk management Executes strategic initiatives launched centrally at all levels Appropriately assesses 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 judgement regarding personal behavior, conduct, business practices, and escalating, managing and reporting control issues with transparency. Ensures the appropriate “Know Your Client” (KYC) and other compliance deliverables are met Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time Ability to mentor, guide and lead the junior team members regularly Qualifications: 10+ years of relevant experience in the commercial banking industry Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients Highly focused, able to rapidly identify key priorities, clearly communicate the priorities Demonstrates intermediate to advanced credit skills; structures more complex deals, including global transactions Demonstrates an expert level of Early Warning Detection skills Demonstrates advanced Citi's credit-process and credit-appetite knowledge Ability to work effectively in team setting Ability to coordinate multi-functional teams to provide an exceptional client experience. Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership,) Ability to work under pressure while making sound decisions Highly focused, able to rapidly identify key priorities, clearly communicate the priorities Accountable for significant direct business results or authoritative advice regarding the operations of the business. A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients Able to quickly adapt priorities based on the latest data insights Education: Bachelor's degree, Master's degree preferred ------------------------------------------------------ Job Family Group: Commercial and Business Sales ------------------------------------------------------ Job Family: Relationship Management ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Miami Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $158,400.00 - $237,600.00 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: Jan 15, 2026 ------------------------------------------------------ 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.

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to support and grow our customers. Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank. Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals 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: 2-5 years relevant experience 3+ years previous mortgage sales experience required Residential Mortgage experience required Established book of business Proven product sales capability is required. FHA/VA & conventional loan experience is preferred The ability to comprehend and explain financial calculations and pricing alternatives. The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Demonstrated customer service skills Strong relationship development and management skills Expertise of general lending products and overall mortgage industry. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Consumer Product Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Boca Raton Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $60,000.00 - $175,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 18, 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.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? Deliver world-class customer service in an in-bound, high-volume travel call servicing environment Delighting our Premium Card Members with unforgettable travel experiences by creating new bookings and servicing existing travel arrangements Understand our customer needs through consultation to deliver innovative and extraordinary interactions Research, plan, and create personalized travel experiences, through booking domestic and international flights, car and hotel travel arrangements Communicate new and existing product offerings and value propositions relevant to the Card Member Always put the Card Member's experience at the forefront of everything you do, reinforcing the Membership First ™ approach, delivering excellent service and outcomes that are core to the American Express brand Minimum Qualifications 1 year experience in tourism, travel, or cruise and tours High-end customer service or sales roles experience Demonstrated ability to provide premium customer service, ideally in a call center or other comparable fast paced, high-volume servicing environment Basic geography knowledge with ability to locate continents, countries, and key travel destinations world-wide Positive attitude and outlook, as demonstrated through a desire to learn, willingness to try new things, resiliency through change and optimism Natural communicator who can demonstrate active listening skills and to adapt conversation to suit the situation and the Card Member's communication style Computer proficiency as demonstrated by the ability to navigate multiple computer applications, Microsoft Office and personal devices Ability to succeed in a result focused environment, with a healthy desire to meet and exceed goals You must have the ability to work nights and weekends as we service our Card Members 24 hours a day / 7 days per week Additional Requirements This is a hybrid role, and candidates must be able to work in the office a minimum of 3 days a week Flexibility to work anytime between 5\:00am-2\:00am including weekends Location\: Sunrise, Florida Salary Range\: $20.00 to $33.05 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://******************* Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

JobID: 210701073 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets 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: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Branch Sales ------------------------------------------------------ Time Type: Part time ------------------------------------------------------ Primary Location: Aventura Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $41,600.00 - $53,830.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $20.00 - $25.87 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: Jan 30, 2026 ------------------------------------------------------ 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.