Citizens Financial Group jobs in Charlotte, NC - 823 jobs
Investment Banking Associate, Financial Institutions Group
Citizens Financial Group, Inc. 4.3
Citizens Financial Group, Inc. job in Charlotte, NC
Citizens Capital Markets & Advisory ("CCMA") is currently seeking an experienced Associate, Corporate Finance candidate to join our Financial Institutions Group (FIG) vertical. The ideal candidate possesses an established investment banking pedigree and skill set with a strong focus on executing sell-side M&A transactions. You would serve as a key resource in client discussions and presentations, alongside Citizens product partners, while participating in the origination and execution of M&A transactions, as well as equity and debt capital markets transactions. This is an attractive opportunity for an established associate seeking greater client exposure, transaction experience and career advancement opportunities within an entrepreneurial, fast growing organization with competitive pay and benefits.
Key Responsibilities
* Lead and execute transactions across mergers and acquisitions, debt and equity financing, and other strategic advisory mandates.
* Develop actionable ideas and thematic pitch content, analyze industry trends, and deliver presentations to existing and prospective clients.
* Manage all stages of deal execution, including financial modeling, valuation, due diligence, and preparation of offering materials (CIMs, pitch books, investor presentations).
* Serve as a primary point of contact for clients, including C-suite executives and financial sponsors, ensuring seamless communication and execution.
* Negotiate key structural elements of transactions and coordinate with counterparties, investors, and rating agencies.
* Conduct industry and company research, prepare marketing materials, and support business development initiatives.
* Mentor and train junior team members, fostering a collaborative and high-performance culture.
* Collaborate with internal partners across product groups and commercial banking to drive cross-selling opportunities.
Qualifications
* 4+ years of experience in investment banking, corporate finance, or transaction advisory, with proven M&A execution experience.
* Strong technical skills, including financial modeling, valuation, and accounting knowledge.
* Demonstrated ability to manage multiple projects in a fast-paced environment.
* Excellent communication skills-professional, concise, and client-ready.
* High degree of integrity, maturity, and resourcefulness; strong work ethic and team orientation.
* Bachelor's degree required; Master's degree preferred.
* Series 79 & 63 licenses (or ability to obtain).
Pay Transparency
The salary range for this position is $175,000 - $225,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
#LI-Citizens4
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
View Benefits
Awards We've Received
Age-Friendly Institute's Certified Age-Friend Employer
The Banker's
US Bank of the Year
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award
$175k-225k yearly Auto-Apply 7d ago
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TS Sales Associate
Citizens Financial Group, Inc. 4.3
Citizens Financial Group, Inc. job in Charlotte, NC
As a TS Sales Associate, you will have overall accountability to provide sales support for new and existing clients for their assigned territory / team in order to retain revenue. Primary responsibilities include preparing sales presentations, RFPs, pricing, setup forms, demos, portfolio / pricing maintenance, and provide backup support while Sales Reps are out of the office with clients. This is a position which should lead to a full sales role.
Primary responsibilities include
* Work closely with assigned Treasury solutions sales representatives to independently provide all sales support activities in order to allow the sales reps to stay focused on generating new sales opportunities.
* Create sales presentations and supporting collateral packages for sales calls in a timely fashion.
* Prepare responses to RFPs with standard questions, and assist RFP Coordinator with RFP responses for nonstandard questions. prepare pricing preformats, and work with sales reps. and pricing coordinator to manage annual pricing increases and maintenance of contracted exception pricing. process rebates/waivers according to policy.
* Attend joint calls with sales reps in order to get acquainted with clients as well as gain knowledge / experience by observing the sales rep interact with the client. Individually provide sales demos as needed. Assist clients with billing issues. Form an integral part of the client deal and Relationship team. Work to ensure that attrition is minimized within the existing portfolio.
* Proactively work with sales reps and implementation managers to move sales wins into implementation queue.
* Provide guidance within the team, and mentor junior TS Associates.
Qualifications, Education, Certifications and/or Other Professional Credentials
* Education & Experience
* Bachelor's degree in Business, Finance, Marketing, or related field preferred.
* 1-3 years of experience in sales support, treasury services, or financial services environment.
* Technical Skills
* Knowledge of Treasury products and services, including pricing structures and implementation processes.
* Proficiency in preparing sales presentations, RFP responses, and pricing models.
* Strong Microsoft Office skills (Excel, PowerPoint, Word); familiarity with CRM systems and sales tools.
* Analytical & Organizational Abilities
* Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment.
* Strong attention to detail for pricing accuracy, portfolio maintenance, and compliance with policy.
* Communication & Interpersonal Skills
* Excellent written and verbal communication skills for client-facing materials and internal coordination.
* Ability to build relationships and collaborate effectively with sales reps, implementation managers, and clients.
* Other Attributes
* Self-starter with a proactive approach to problem-solving and process improvement.
* Demonstrated ability to learn quickly and progress toward a full sales role.
* Strong customer focus and commitment to minimizing client attrition.
Hours & Work Schedule
* Hours per Week: 40
* Work Schedule: M-F
Pay Transparency
The salary range for this position is $89,000 - $110,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** .
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
View Benefits
Awards We've Received
Age-Friendly Institute's Certified Age-Friend Employer
The Banker's
US Bank of the Year
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award
$27k-33k yearly est. Auto-Apply 6d ago
Customer Segment Consultant
Bank of America 4.7
Charlotte, NC job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This role is accountable for design, analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals. Accountable for initiative support, coordination, robust analysis and communications.
This role will reside within the Business Enablement and Intelligence team and will be responsible for supporting the Workplace Benefits data strategy to help drive revenue, optimize expenses, and deliver for our clients. The role will partner directly with stakeholders to develop business requirements, participate in user acceptance testing, and analyze data. Additionally, this individual will be asked to explore leveraging enterprise Business intelligence tools (e.g. MicroStrategy, Tableau, Alteryx etc.) to help deliver streamlined / automated reporting. The candidate will be required to work with peers across Workplace Benefits and across the company in other LOBs (e.g. Technology, CXO, Merrill, Consumer, etc.) to exert influence, integrate, and ultimately deliver mutually beneficial outcomes.
Responsibilities:
Liaison with technology and business partners to develop and design consumable reporting views
Partner with Workplace Benefits Sales, Product, Relationship Management and Participant Experience teams to define data and reporting priorities
Partner with Workplace Benefits Controls and LRC to proactively manage risk associated with access and use of Workplace Benefits data
Proactively identify new reporting tools to streamline processes and provide improved insight to business partners
Proactively develop and deepen trusted relationships with peers across Workplace Benefits and partner LOBs (e.g. Workplace Benefits Technology, Merrill, Private Bank, etc.)
Support the development of data requirements, analysis, and reporting for other ad hoc priorities
Requirements:
Minimum of 5 years of data analysis / data strategy
Demonstrated experience with reporting analytics platforms and tools
Desired:
Hadoop
Alteryx
Tableau
MicroStrategy
Agile
Project Management
Bachelor's Degree or equivalent work experience
Skills:
Attention to Detail
Collaboration
Verbal and Written Communications
Problem Solving
Business Analytics
Continuous Improvement
Critical Thinking
Excellent analytical and organizational skills, with reporting and / or data management experience strongly preferred.
Proficiency in data management - data quality, metadata management and governance
Data analysis experience with strong SQL writing skills
Ability to translate requirements from business leaders to operationalize reporting
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For internal employees; participation in a work from home posture does not make you ineligible to post
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range$73,200.00 - $116,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$73.2k-116.9k yearly Auto-Apply 60d+ ago
Feature Lead - Technology - POS Software Application Support Team
Bank of America 4.7
Charlotte, NC job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Position Summary:
Senior Developer with experience in Production Support and knowledge of production monitoring tools.
Required Qualifications
8+ years of large scale development experience.
Experience with the following:
.Net
C#
SQL Server
Production Support experience
Monitoring tools (Splunk, Dynatrace)
Desired Qualifications
Application or Platform Production Support
JavaScript
Job Description:
This job is responsible for providing leadership, technical direction and oversight to a team delivering technology solutions. Key responsibilities of the job are to provide oversight of the design, implementation, and maintenance of complex computer programs, align technical solutions to business objectives, and ensure that coding practices/quality comply with software development standards. Job expectations include conducting multiple software implementations and applying both depth and breadth in knowledge of several technical competencies.
Responsibilities:
Designs, develops and is accountable for feature delivery
Applies enterprise standards for solution design, coding and quality
Ensures solution meets product acceptance criteria with minimal technical debt
Guides the team on work breakdown and execution
Works with the Product Owner to ensure that product backlog/requirements are healthy, with clear acceptance criteria
Plays a team lead role (as an individual contributor) and mentors the team
Guides team members with skills and practices (planning and estimation, peer reviews, and other engineering practices)
Skills:
Automation
Influence
Result Orientation
Stakeholder Management
Technical Strategy Development
Architecture
Business Acumen
Risk Management
Solution Delivery Process
Solution Design
Agile Practices
Analytical Thinking
Collaboration
Data Management
DevOps Practices
Shift:
1st shift (United States of America)
Hours Per Week:
40
$91k-109k yearly est. Auto-Apply 60d+ ago
Business Support Manager II - Global AML Ops Strategic Content Manager
Bank of America 4.7
Charlotte, NC job
Charlotte, North Carolina;Chandler, Arizona; Fort Worth, Texas; Phoenix, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (********************************************************************************************************************************************
**:**
**About Us**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers.
Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities.
The Business Support Manager II on the AML Strategy & Enablement team will design and deliver compelling, data-driven presentation materials that articulate the strategic vision, performance, and regulatory posture of our Anti-Money Laundering (AML) program.
**Responsibilities:**
+ Transform complex data and compliance narratives into clear, persuasive stories for senior executive management and regulatory audiences
+ Act as a trusted partner for AML
+ Craft messaging frameworks for key organizational priorities, ensures consistency and professionalism in all content
+ Leads efforts to simplify complex concepts for diverse audiences
**Required Qualifications:**
+ 5+ years in financial services, compliance, or risk management with a focus on executive communications or strategic reporting
+ Proven ability to design and structure executive presentations that tell a clear, compelling story; experience building frameworks and templates for strategic decks
+ Advanced expertise in PowerPoint and visual storytelling techniques, including layout, design principles, and data visualization
+ Advanced proficiency in data visualization tools (e.g., Tableau and Power BI)
+ Strong understanding of AML concepts, regulatory frameworks, and risk management principles; ability to stay current on AML regulatory developments and industry best practices
+ Ability to translate analytics and business insights into narratives that resonate with senior leadership
+ Strong strategic thinking, problem-solving, and adaptability to shifting priorities and regulatory changes
+ Exceptional written and verbal communication skills with a focus on persuasive storytelling; ability to manage sensitive information with discretion
+ Excellent organizational and time management skills; self-starter with high energy and attention to detail, able to work with minimal supervision
**Desired Qualifications** :
+ Bachelor's degree in communications, Business, Finance, Data Analytics, or related field
+ Experience in executive communications, strategic messaging, or content development for leadership forums
+ Familiarity with visual design best practices and tools beyond PowerPoint
+ Experience with OCC, Federal Reserve, and other regulatory expectations
+ Ability to coach stakeholders on effective storytelling and presentation delivery
+ Strong partnership and relationship management skills; ability to work and effectively communicate across functions and organizational levels
+ Expertise in executive reporting or board-level communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$72k-97k yearly est. 25d ago
Commercial Bank- Product- United States- 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Charlotte, NC job
JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00
About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial Bank
The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams.
Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$78k-129k yearly Auto-Apply 48d ago
Principal ML Ops Engineer
Citizens Financial Group, Inc. 4.3
Citizens Financial Group, Inc. job in Charlotte, NC
The Enterprise Data & Analytics and Enterprise Data Platforms team is seeking a Principal ML Ops Engineer who will lead the design and operationalization of ML systems on AI/ML platforms such as AWS SageMaker and H2O.ai. This role focuses on building scalable ML systems rather than individual models and includes leadership responsibilities for mentoring and grooming talent in global capability centers (GCC) with potential onshore leadership opportunities. The position also requires hands-on experience with GenAI, including building intelligent agents and exposure to Agentic AI concepts.
Location
Candidates must be based in or willing to commute to one of the following hub locations with a hybrid schedule of four days onsite and one day remote per week with flexibility:
* Charlotte, NC
* Westwood, MA - 200 Station Drive
* Iselin, NJ - 101 Wood Avenue South
* Boston, MA - 28 State Street
* Johnston, RI - One Citizens Bank Way
Why This Role Matters
This is a strategic role at the intersection of ML Ops and Generative AI innovation. You will shape the future of enterprise AI by building robust ML systems that power advanced analytics and intelligent automation across the organization. Your leadership will influence engineering standards, accelerate AI adoption, and mentor the next generation of ML engineers. If you are passionate about operationalizing AI at scale and driving GenAI initiatives, this is an opportunity to make a significant impact.
Responsibilities
* Lead and mentor engineering teams, including GCC talent development and potential onshore leadership
* Architect, design, and build ML engineering systems on the CFG ML Platform to accelerate ML pipeline delivery
* Develop and enhance platform capabilities and frameworks to standardize and automate ML pipeline deployment
* Implement capabilities such as feature stores, feature tracking, feature serving (real-time and batch), model performance monitoring, model lineage tracking, model health, and model serving and consumption (real-time, batch, event-triggered, near real-time using Kafka)
* Define processes, research market trends, and implement best practices for ML pipeline development and deployment
* Collaborate with business teams, data science teams, enterprise architects, and security to uphold ML engineering standards
* Develop CI/CD pipelines for continuous integration and delivery of ML models
* Identify and automate ML pipeline and model deployment patterns to streamline workflows
* Troubleshoot and resolve issues related to ML system performance and deployment
* Contribute to GenAI initiatives, including building intelligent agents and integrating them into ML Ops workflows
* Demonstrate exposure to Agentic AI concepts and proof-of-concepts (POCs)
Requirements
* 7+ years of experience with Python for scripting ML workflows
* 5+ years of experience deploying ML pipelines and systems using AWS SageMaker
* 3+ years of experience developing APIs with Flask, Django, or FastAPI
* 2+ years of experience with ML frameworks and tools such as scikit-learn, PyTorch, XGBoost, LightGBM, MLflow
* Solid understanding of the ML lifecycle: model development, training, validation, deployment, and monitoring
* Solid understanding of CI/CD pipelines for ML workflows using Bitbucket, Jenkins, Nexus
* Experience with ETL processes for ML pipelines using Spark and Kafka
* Preferred experience with H2O.ai
* Preferred experience with containerization using Docker and orchestration using Kubernetes
* Required exposure to GenAI and Agentic AI concepts, including building or contributing to POCs
Education
Bachelor's Degree or equivalent combination of education, training, and experience required
Work Schedule
Hours per Week: 40
Schedule: Monday-Friday
Pay Transparency
The salary range for this position is $175,000 - $ 230,000 per year plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
#LI-Citizens1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
View Benefits
Awards We've Received
Age-Friendly Institute's Certified Age-Friendly Employer
The Banker's
US Bank of the Year
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award
$175k-230k yearly Auto-Apply 34d ago
Manual Ethical Hacker
Bank of America Corporation 4.7
Charlotte, NC job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity.
This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business.
Key Responsibilities in order of importance:
* Perform assigned analysis of internal and external threats on information systems and predict future threat behavior
* Incorporate threat actors' tactics, techniques, and procedures into offensive security testing
* Perform assessments of the security, effectiveness, and practicality of multiple technology systems
* Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security.
* Prepare and present detailed technical information for various media including documents, reports, and notifications
* Provide clear and practical advice regarding managed risks
* Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills
Required Skills:
* Minimum of 4 years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment
* Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services
* SQL injection/XSS attack without the use of tools
* Experience performing manual code reviews for security relevant issues
* Experience working with SAST tools to identify vulnerabilities
* Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings
* Experience performing manual web application assessments i.e., must be able to simulate a
* Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies)
* Experience with vulnerability assessment tools and penetration testing techniques
* Solid programming/debugging skills
* Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map
* Threat Analysis
* Innovative Thinking
* Technology Systems Assessment
* Technical Documentation
* Advisory
Desired:
* CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar
* Strong programming/scripting skills
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$94k-130k yearly est. 29d ago
Investment Banker, Vice President - Fund Solutions
Wells Fargo 4.6
Charlotte, NC job
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
About this role:
The Fund Finance team provides fund-level financing to private equity funds and other asset managers through structured credit facilities. Fund Finance is part of the Corporate and Investment Bank (CIB). Team members support our focus on building strong customer relationships balanced with a strong risk mitigation and compliance-driven culture that firmly establishes those disciplines as critical to the success of our customers and company.
As part of the broader Fund Finance team, the Fund Solutions team focuses on providing asset managers differentiated Fund Finance products spanning across Net Asset Value (NAV) financing, Structured Products (Collateralized Fund Obligations/Feeders), Advisory Services and Capital Raising Solutions. The Fund Solutions product set spans across a wide array of financing and capital raising solutions which may be suitable for the bank's balance sheet and/or distribution to the growing non-bank lender universe (e.g., Insurance Companies and Private Credit Investors).
Fund Solutions is looking for an experienced Vice President to lead the origination, structuring and execution of Fund Solutions products. This role will spearhead the origination, structuring and portfolio management of NAV lending transactions. The candidate's responsibilities will also span across the broader Fund Solutions body of work, including: pitching clients and business development, content creation, structured product execution, credit underwriting, rating agency work, portfolio management, transaction distribution/syndication, and internal policy development and refinement. Given the breadth of the Fund Solutions product set, the team is searching for a dynamic candidate with the ability to think independently and help build a fast-growing team within Fund Finance.
In this role, you will:
* Lead the development and execution of Fund Solution's NAV lending strategy, inclusive of originating and maintaining a portfolio of primary and secondary NAV transactions.
* Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms and corresponding term sheets;
* Lead due diligence reviews including evaluating financial statements, fund documents and legal agreements;
* Run client due diligence meetings;
* Write detailed credit and approval committee memos, both independently and in partnership with deal team members;
* Lead negotiation of legal documentation with the support of internal and external counsel;
* Assist with transaction distribution/syndication to non-bank lenders, including developing syndication strategy and partnering with lenders to understand transaction details;
* Negotiate, structure, and execute amendments and other facility modifications;
* Ensure completion of all Fund Solution's required Annual reviews;
* Maintain oversight of the Fund Solutions credit portfolio, inclusive of internal credit ratings, transaction performance, underlying asset trends, and collection/verification of all on-going reporting;
* Lead the buildout and ongoing monitoring of credit portfolio analysis, including creating a quarterly trends report and summary performance of each loan;
* Manage and refine Fund Solution's lending framework/policy, underwriting procedures, and partnerships with internal groups across Wells Fargo (including Sponsor Portfolio Management);
* Partner closely with Wells Fargo Independent Risk Management on transactions and portfolio construction.
Other General Responsibilities:
* Create pitches/term sheets across the Fund Solutions product set, which are often in PowerPoint format;
* Assist with structured product organization, including structuring and distribution;
* Partner on NAV advisory engagements;
* Work closely with rating agencies to obtain debt ratings;
* Partner with analysts and internal partners to manage internal compliance, booking, and funding processes;
* Be a leader in the Fund Solutions team, including driving a positive culture, recruiting, and advocating for the team.
Required Qualifications:
* 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience with originating and monitoring subscription facilities, NAV facilities, asset backed finance facilities, leveraged cash flow lending facilities, securitizations, or other structured products is strongly preferred.
* Knowledgeable of private capital, fund finance, and structured finance industries including structure (e.g. waterfall, amortization profile, etc.), investment strategies, cash flows, performance metrics, and various product use cases.
* Strong analytical skills with high attention to detail and accuracy.
* Experience creating pitchbooks in Microsoft PowerPoint.
* Ability to manage a high-volume workload while maintaining excellence and consistency of work. Ability to quickly change focus and stay organized is a must.
* Ability to work effectively, as well as independently, in a team environment.
* Excellent verbal, written, and interpersonal communication skills.
* Experience reading, negotiating, and/or interpreting legal documents.
* High level of personal motivation. Does more than what is asked for and anticipates questions/issues.
* Direct client interaction experience, including some experience interacting with senior decision makers.
* Willingness to work 50+ hours per week, depending on workload.
Job Expectations:
* Ability to travel up to 25% of the time
* Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
* Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
* Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
* This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
* Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting Locations:
* 550 S Tryon St., Charlotte, NC
* 500 W 33rd St., New York, NY
Base Pay:
* Base pay for this position in New York City is $250,000 USD
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$185,000.00 - $300,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
25 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$93k-140k yearly est. 7d ago
Part Time (20 Hour) - Associate Banker-ME - (New Build) Farmington Ridge Pkwy - Cabarrus, NC
Jpmorgan Chase 4.8
Charlotte, NC job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
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
$22k-50k yearly est. 53d ago
Cyber Incident Response & Management Co-Lead
Bank of America 4.7
Charlotte, NC job
Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
We are seeking a senior-level manager who will serve as the Cyber Incident Response & Management Co-Lead. This role is responsible for overseeing the global Cyber Incident Response & Management program, ensuring rapid and effective response to security threats, events and incidents, and vulnerabilities across the enterprise to reduce the impact to Legal, Financial, Reputational, Operational and Regulatory risks. This includes ensuring long-term wellbeing of the team, drive training requirements, global team strategy, and working with incident response vendors and the GIS Workforce Strategy team to arrange and maintain additional surge capacity. You will lead a team of skilled professionals, collaborate with cross-functional stakeholders, and drive continuous improvement in detection, response, and recovery capabilities.
This individual will be accountable for Cyber Incident Response documentation, metrics and ensuring events and incidents progress through the Cyber Incident Response Lifecyle. The role requires regular engagement with risk partners, across compliance, Audit and Regulatory engagement teams.
The associate is required to closely monitor and track active events and incidents, partner with stakeholders across the enterprise, and provide written and verbal updates to executives across the Bank. The Senior Cyber Incident Response Manager will also often interface with executives from other companies.
The role involves direct management of senior incident managers; and matrix management of the global Cyber Incident Response and Management team, providing guidance and a point of escalation for response activities.
**Key Responsibilities**
+ Co-Lead the global incident response function, including strategy, operations, and team development.
+ Develop and maintain incident response plans, playbooks, and escalation protocols.
+ Oversee the detection, triage, investigation, containment, and remediation of security incidents.
+ Coordinate with legal, compliance, communications, and executive leadership during major incidents.
+ Establish metrics and reporting to measure incident response effectiveness and maturity.
+ Partner with internal teams to drive post-incident reviews and root cause analysis to inform future prevention and response.
+ Collaborate with threat intelligence, response teams, and vulnerability management teams to enhance readiness.
+ Ensure compliance with global regulatory requirements and industry standards.
+ Represent the organization in external forums and with partners during incident-related engagements.
**Required Qualifications**
+ 10+ years of experience in cybersecurity, with at least 3 years in information security operation leadership.
+ Proven experience managing global security incidents and crisis communications.
+ Deep understanding of threat landscapes, attack vectors, and mitigation strategies.
+ Strong knowledge of NIST Cybersecurity Framework
+ Experience with SIEM, SOAR, EDR, and forensic tools.
+ Exceptional leadership, communication, and stakeholder management skills.
+ Relevant certifications (e.g., CISSP, CISM, GCIH) preferred.
+ Must be located in the Charlotte area.
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$73k-102k yearly est. 56d ago
Strategic Execution & Operations - Business Execution Consultant
Wells Fargo Bank 4.6
Charlotte, NC job
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About this role:
Wells Fargo is seeking a Business Execution Consultant to participate in resolution of critical regulatory priorities.
Strategic Execution & Operations (SEO) Central Hub drives accountability, standardization, and transparency for enterprise execution of the Company's most pressing regulatory priorities by defining, maturing and monitoring governance routines for all stakeholders. This role will support program operations with regard to closure processes, artifact management and document preparation for external reviews.
In this role, you will:
Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
Determine areas of strength or Business Execution opportunity within defined scope of work
Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
Utilize independent judgment to guide moderate risk deliverables
Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
Collaborate and consult with leaders and executive management
Provide work direction to less experienced Strategy and Execution staff
Participate in user acceptance testing of enhancements to the Program's artifact management system, QA of ad-hoc data files and periodic document migrations
Monitor, track and report on key program activities such as validations, document refresh, etc.
Become a subject matter expert in artifact management and assist program stakeholders with questions and production issues
Assist with maintaining Central Hub sharepoint sites to ensure information is relevant and current
Assist with document packaging for external reviews
Required Qualifications, US:
2+ years of Business Operations or Leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Proficiency with Microsoft tools particularly SharePoint and Excel
Experience creating pivot tables and performing data analysis in Excel
Experience working on a regulatory initiatives
Ability to influence effectively in a matrix environment
Experience interacting with management level in a consultancy capacity
Ability to articulate complex concepts in a clear manner
Ability to take complex topics and boil them down to the salient points for different key audiences
Strong organizational, multi-tasking, and prioritizing skills
Experience working on business cases, prioritization of initiatives, execution, management and resolution of risks and issues while ensuring initiative(s) are delivered within agreed timelines
Ability to turn preliminary or ambiguous information, ideas, or problems into well-defined plans, solutions, and test scripts
Experience administrating a SharePoint site and document / artifact management
Job Expectations:
Work location: 301 South Tryon Street - Charlotte. Expectation is to work in office a minimum 3 days per week per Company Hybrid standard.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
$71k-89k yearly est. 60d+ ago
Lead Commercial Loan Closing Specialist
Wells Fargo 4.6
Charlotte, NC job
About this role: Wells Fargo is seeking a Lead Commercial Loan Closing Specialist in Agency Servicing as a part of Commercial Banking Operations Division. In this role, you will: * Complete pre-close and post-close documents for the most complex commercial real estate loans
* Coordinate loan closings, perform customer, loan and regulatory diligence and on-going portfolio maintenance
* Evaluate and upload data into the systems of record
* Research complex business and operational decisions
* Review and prepare loan related documents
* Ensure compliance with all policies, procedures and regulatory requirements
* Provide guidance and training to peers and may have limited supervisory responsibilities
* Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
* Interact with internal and external customers
* Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
* 5+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* Experience in Loan IQ (LIQ) - Boarding and funding syndicated and/or large complex commercial loan transactions.
Desired Qualifications:
* Extensive knowledge of Syndicated Loans
* Ability to interpret Complex Syndicated Credit Agreements
* Proficient in Commercial Loan Documentation review
* Experience in handling customer and business partner escalations
* Experience in managing complex pipelines
* Experience being a Subject Matter Expert (SME) representing Commercial Loan Operations on projects.
* Experience in report analysis and compilation
* Sound analytical skills with high attention to detail and accuracy
* Ability to navigate multiple computer systems, applications, and utilize search tools to find information
* Excellent verbal, written, and interpersonal communication skills
* Effective organizational, multi-tasking, and prioritizing skills
* Ability to work in a fast-paced deadline driven environment
* Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
Job Expectations:
* Ability to work a hybrid schedule
* Willingness to work on-site at stated location on the job opening
* This position is not eligible for Visa sponsorship
Primary Posting Locations:
* 107688-AZ-D Building, Chandler Campus
* 109667-MN-600 Wells Fargo, Minneapolis
* 141278-NC-CIC Customer Information Ctr
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$87,000.00 - $154,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
15 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$87k-154k yearly 3d ago
Syndicated Fulfillment Manager
Bank of America Corporation 4.7
Charlotte, NC job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Global Credit Operations: Responsible for the fulfillment, servicing and protection of credit offerings for Business Banking, Global Wealth & Investment Management (GWIM), Commercial and Corporate clients as well as Leasing and Trade products.
This job is responsible for managing a unit for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving highly complex problems, ensuring compliance with policies, and developing and implementing new processes to improve operating efficiency and ensure accuracy of workflow. Job expectations include managing employee performance, development, talent planning, and overseeing the budget, expenses, reporting, and forecasting.
Responsibilities:
* Manages staffing levels and capacities, prioritizes employee development by providing effective coaching and training, and shares constructive feedback to drive Operational Excellence
* Oversees end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines
* Develops and analyzes procedures to enhance unit and/or product-related activities and oversees budget and expense management, reporting, and forecasting for designated areas
* Implements improvements to drive the growth to the overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness
* Aligns bank priorities and strategies to employee metrics and goals, evaluates employee progress, and strives to recognize, encourage, and improve team performance to support an inclusive work environment
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Diversity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
* Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
* Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why" and connects contributions to business results.
* Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
* People Manager & Coach: Knows and develops team members through coaching and feedback.
* Financial Steward: Manages expenses and demonstrates an owner's mindset.
* Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
* Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.
Required Skills:
* 2 years + Syndicated/Commercial loan experience
* Experience with Loan IQ
* Experience with managing people or a process in a fast pace environment
* Experience reading, interpreting, and analyzing complex legal documentation such as credit agreements, and amendments
* Highly organized, proactive, and able to plan, prioritize and manage deliverables
* Strong written and verbal communication skills; able to target messaging to different audiences
Desired Skills:
* Experience with GFS
* Adapts well to a quickly evolving environment
* Proficient computer skills, including Windows, Excel, Word, and Outlook
* Effective problem-solving skills
Shift:
1st shift (United States of America)
Hours Per Week:
40
$78k-106k yearly est. 13d ago
Senior Web Designer
Citizens Financial Group, Inc. 4.3
Citizens Financial Group, Inc. job in Charlotte, NC
We seek a creative, detail-oriented Web Designer to join our in-house advertising agency. The ideal candidate has a strong understanding of user experience (UX) and user interface (UI) design principles and will be responsible for designing user-friendly, visually appealing digital experiences that align with the Citizens brand.
The right candidate has the drive to raise the bar on creative expression, a deep appreciation for clean, simple design, the desire to collaborate with copywriters and broader teams, and a proven ability to succinctly present and communicate creative solutions. This position will report to the SVP, Digital Channel Management and have a dotted line to the VP, Creative Director of Design, to ensure visual brand consistency.
Key Responsibilities:
* Collaborate with stakeholders to understand business goals and user needs
* Work from agreed upon creative briefs with copywriters, creative directors, web strategists and project management teams to create digital experiences for financial products and marketing initiatives
* Design and develop wireframes, conceptual mockups, website layouts and templates
* Present to partners using sketches, diagrams, and visual comps to demonstrate how solutions will help meet and exceed goals
* Ensure all web experiences are optimized for responsive design
* Stay up to date with the latest web design trends and technologies
* Understand competitive landscape, customer feedback, and metrics to refine user-centered designs
Requirements:
* Bachelor's degree in web design, graphic design, or a related field preferred. A human factors background is a plus.
* Proven experience as a web designer, preferably in the Financial Services sector
* Proficiency with Adobe Creative Cloud design applications and Figma
* Excellent communication and teamwork skills
* Ability to manage multiple projects and meet deadlines
* A versatile team-player attitude
Preferred Qualifications:
* Working knowledge of HTML, CSS, JavaScript, SEO principles and web analytics tools
* Experience with content management systems, such as OpenText TeamSite and Sitecore
* Experience in automated workflow tools like Aprimo, Workfront, Jira, etc.
* Understanding of accessibility standards and best practices
LOCATION
Hybrid in Charlotte, NC, or Westwood, MA, with 4 days/week of in-office collaboration
Pay Transparency
The salary range for this position is $80,000-90,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** .
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
View Benefits
Awards We've Received
Age-Friendly Institute's Certified Age-Friendly Employer
The Banker's
US Bank of the Year
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award
$80k-90k yearly Auto-Apply 34d ago
Fraud Analytics and Innovation Lead Analyst
Bank of America 4.7
Charlotte, NC job
Charlotte, North Carolina;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Tampa, Florida; Chicago, Illinois; Jacksonville, Florida; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.**
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**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Summary:**
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
**Responsibilities:**
+ Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
+ Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
+ Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
+ Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
+ Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
+ Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
+ Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
+ Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
+ Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
+ Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
+ Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
+ Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
**Required Qualifications:**
+ Minimum 3 years SAS/SQL Coding knowledge and/or experience
+ Ability to manage multiple projects in a complex and rapidly-changing environment
+ Ability to work independently as well as part of a team
+ Demonstrate strong analytical skills
+ Previous risk/fraud analysis, strategy development, or related experience
+ Strong written and oral communication skills
+ Intellectually curious and willing to dive into complete issues\problems and solve
**Desired Qualifications:**
+ 5+ years of risk analysis, strategy development, or related experience
+ 5+ years of SAS or SQL Coding experience
+ Prior experience in Authentication, Fraud, Debit Card or other related risk fields
+ Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
+ Experience managing relationships and projects with external vendor partners
**Skills:**
+ Analytical Thinking
+ Business Analytics
+ Data and Trend Analysis
+ Fraud Management
+ Problem Solving
+ Collaboration
+ Innovative Thinking
+ Monitoring, Surveillance, and Testing
+ Presentation Skills
+ Risk Management
+ Data Visualization
+ Interpret Relevant Laws, Rules, and Regulations
+ Issue Management
+ Oral Communications
+ Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$62k-96k yearly est. 60d+ ago
Independent Testing Director
Wells Fargo Bank 4.6
Charlotte, NC job
About this role:
Wells Fargo is seeking an Independent Testing Director...
In this role, you will:
Manage a team from cross-functional managers in accomplishing group strategic priorities
Develop and design methodologies and standards for review activities across the Enterprise in alignment with the Risk Management Framework
Ensure effective and appropriate testing, validation, and documentation of review activities for risk programs, risks, and controls according to standards and other applicable policies
Oversee development and design of methodologies and standards for companywide testing
Ensure effective and appropriate staffing levels and testing inventory for risk programs, risks, and controls
Lead Independent Testing team to evaluate effectiveness of controls and business processes to manage and mitigate risk and assess effectiveness of completed corrective actions
Oversee programs or initiatives related to a line of business or an Enterprise strategy with considerable impact across the Enterprise and externally
Take ownership of line of business or regional programs to ensure effective, efficient and accurate testing and validation
Serve as primary interface and represent with corporate, business heads, Legal, Audit, regulators, industry partners, stakeholders, elected officials and trade groups on risk related topics
Manage allocation of people and financial resources for Independent Testing
Develop and guide a culture of talent development to meet business objectives and strategy
Required Qualifications, US:
8+ years of experience in Independent Testing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of Management experience
Desired Qualifications:
Extensive experience in risk management (includes compliance, financial crimes, operational risk, audit, legal, credit risk, market risk, business process management) including expert level in financial services industry experience, of which must include direct experience in risk management.
Extensive knowledge on Financial Crimes areas including anti-money laundering (AML), Know Your Customer (KYC), Sanctions/Office of Foreign Asset Control (OFAC) and Foreign Corrupt Practices Act (FCPA).
Extensive experience designing and executing enterprise testing and validation programs, including the development of consistent standards and testing methodologies for compliance and operational risk testing, including RCSA.
Experience supporting large complex business processes and initiatives across diverse lines of business within a bank or financial institution, products and services.
Understanding of law, rules and regulations regarding Financial Crimes that are integral and impacting the lines of business and products and services in scope.
Expert-level knowledge of industry standards and best practices around monitoring, testing, assurance, and risk management processes, especially Financial Crimes related processes.
Mature understanding of the ever-evolving governance and regulatory environments.
Organizational courage and willingness to make tough, informed decisions and thoughtfully share independent perspectives and experiences.
Strong analytical, critical thinking and problem-solving skills, coupled with an ability to translate ambiguous ideas/issues into well-defined plans/solutions with a track-record for delivering results.
Effective communicator, both orally and in writing, able to ask well-crafted questions and present ideas in a clear and compelling manner, good listener who engenders creative thinking and teamwork.
Ability to develop and articulate sound proposals to key stakeholders, and an ability to influence and drive timely decision making.
Proven ability to cultivate relationships and collaborate with multiple stakeholders and constituencies, including business leaders, legal, audit and multiple U.S. and non-U.S. regulators.
Proven ability to build and lead high-performing teams, ensuring proper staffing and expertise, and manage the establishment of major policies and relevant compliance programs across major business divisions within a large and complex organization.
Skilled in anticipating change, adjusting behavior to effectively handle rapid change, and the ability to adjust behavior to remain resilient through ambiguity or setbacks.
Experience in leading others through change in order to proactively adapt.
Adaptable to new methods, tools, and technology
Ethical integrity and proven ability to serve as a role model by reinforcing and demonstrating to your employees the core values and behavioral expectations contained in Wells Fargo's Vision, Values & Goals.
Certified Anti-Money Laundering Specialist (CAMS)
Certified Financial Crimes Specialist (CFCS)
Certified Information Systems Auditor (CISA)
Certified Internal Auditor (CIA)
Certified Public Accountant (CPA)
Certified Regulatory Compliance Manager (CRCM)
Certified Risk and Compliance Management Professional (CRCMP)
Certified Risk Professional Program (CRP) For Testing and Validation Positions Only
Job Expectations:
Duties will include but are not limited to:
Lead a high-performing team of testing and validation professionals with subject matter expertise in varying functions performed throughout the LOBs.
Support development and maintenance of the Annual Test Plan, and escalate any delays, at-risk or past due reviews with engagement leadership.
Provide governance and oversight for engagement planning, execution and reporting, and own stakeholder communications.
Oversee consultations with key front line and second line stakeholders to understand business/control environment, emerging risks, and issue trends.
Ensure teams execute testing and validation in an effective manner with high
Manage allocation of people to ensure adherence to role utilization targets
Oversee engagement execution, issues disposition, and action plan challenge activities providing support and guidance to the engagement team.
Provide thoughtful credible challenge internally and to lines of business, cross-enterprise and across other corporate risk programs.
Conduct detailed work-paper documentation reviews to ensure that quality standards are met and provide for an effective audit trail.
Instill and maintain focus on execution quality producing deliverables within minimal rework and ownership and pride of work product output.
Deliver ongoing updates to key business stakeholders on the status of the program and on specific reviews.
Review and approve engagement-level reporting, communications, and oversee appropriate distribution, retention, and archival in accordance with IT&V Standards and Procedures.
As an Employee Manager, you are expected to achieve success by leading yourself and your team. Specifically, you will:
Lead your team with integrity and create an environment where your employees feel included, valued, and supported.
Accomplish management responsibilities which include sourcing and hiring talented employees, providing ongoing coaching and feedback, recognizing, and developing employees, identifying, and managing risks, and completing daily management tasks.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Citizens Financial Group, Inc. job in Charlotte, NC
As a Trade Desk Specialist, at Citizens, you'll play a critical role in delivering exceptional service and operational excellence within our growing Wealth Management team. This is an operations-focused role that supports inbound inquiries and trade requests from end clients and financial advisor lines. This position is essential to maintaining client experience service levels and ensuring timely, accurate trade execution.
You'll be at the center of trade execution and account management, ensuring compliance and a seamless experience for our clients. This is an exciting opportunity for a motivated professional who thrives in a fast-paced environment and is passionate about financial markets and client success.
What You'll Do
* Monitor the daily operations of trade execution, settlement, and clearing processes to ensure timely and accurate trade completion.
* Execute and process trades across multiple products, including mutual funds, UITs, structured products, equities, and fixed income.
* Ensure accuracy and compliance with regulatory requirements (TRACE, RTRS, CAT).
* Discrepancy Resolution: Monitor and resolve trade discrepancies promptly, coordinating with various departments to facilitate smooth trade processing.
* Monitor manage accounts and provide proactive support to financial advisors.
* Deliver outstanding customer service and operational support for various service-related requests.
* Collaborate with Trade Desk leadership and cross-functional teams to resolve issues and improve processes.
* Participate in ad-hoc projects and initiatives that drive efficiency and innovation.
* Continuously learn and develop expertise across all aspects of the trade desk.
Qualifications:
* Licensing: FINRA Series 7 and 63/66 required.
* Experience: 3-5 years in Trade Operations or a similar role within the finance industry is preferred
* Strong communication skills-both verbal and written-with a customer-first mindset. Experience with prime broker/executing broker relationships a plus.
* Detail-oriented, organized, and able to work with a sense of urgency.
* Problem-solving skills and enthusiasm for working in a collaborative team environment.
* Passion for financial markets and investment products.
Hours & Work Schedule
* Hours per Week: 40 (4 days in office; 1 day work from home)
* Work Schedule: M-F
* Overtime Eligible
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
View Benefits
Awards We've Received
Age-Friendly Institute's Certified Age-Friendly Employer
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award
Fair360 Top Regional Company
FORTUNE's World's Most Admired Companies
Military Friendly Employer
$27k-33k yearly est. Auto-Apply 13d ago
Senior Lead Business Execution Consultant
Wells Fargo 4.6
Charlotte, NC job
About this role: Wells Fargo is seeking a Senior Lead Business Executive Consultant in Fraud Detection Operations team. This role will act as a Business Execution advisor to leadership to drive performance and initiatives and develop and implement information delivery or presentations to key stakeholders and senior management.
In this role, you will:
* Be responsible for business support to organize executive weekly and monthly business unit reviews including organizing meetings and agendas, creating executive level PowerPoint presentations, and coordinating across business leaders on content creation with a focus on measurements, data insights and storytelling by consolidating inputs from multiple groups
* Coordinate and lead key priorities for Detection Operations and engage with all levels of professionals and managers across multiple lines of businesses within and outside of FCM to effectively deliver on key priorities
* Manage highly complex and unique challenges using expert communication and organizational skills, and lead partners across organizations to accomplish the task
* Lead standing team meetings or steering committee meetings to facilitate decision making and to support the implementation of recommendations and plans
* Identify potential risks when implementing change, and develop mitigation strategies and plans
* Identify, lead and implement opportunities for continuous process improvement across Detection Operations in collaboration with the broader Fraud & Claims Management team
Required Qualifications:
* 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* 5+ years of experience conducting meetings, creating and delivering executive-level presentations, and status reporting
* 3+ years of experience capturing and documenting complex business and functional requirements which may include workflows, process maps, or business processes
* Experience leading projects/initiatives with high risk and complexity
* Knowledge of Fraud & Claims products, processes, and procedures
* Change management experience
* Outstanding problem solving and decision-making skills
* Experience communicating in both written and verbal formats with senior executive-level leaders
* Demonstrated ability to drive organizational change and deliver results
* Ability to translate complex technical concepts so that they are clearly understood in support of sound decisions
* SharePoint design and reporting experience
* Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
* Excellent analytical skills with high attention to detail and accuracy
* Experience meeting prescribed deadlines and target goals
* Excellent verbal, written, and interpersonal communication skills including addressing challenges head on and remaining calm in high-stress situations
* Strong organizational, multi-tasking, and prioritizing skills
* Ability to work effectively in a constantly changing team environment and across all organizational levels, where flexibility, collaboration, and adaptability are key
Job Expectations:
* This position will travel quarterly, up to approximately 20% of the time
* This position may be located at one of the posted locations listed below and other locations will not be considered
Posting End Date:
14 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$92k-114k yearly est. 7d ago
Investment Banking Associate, Financial Institutions Group
Citizens Financial Group 4.3
Citizens Financial Group job in Charlotte, NC
Citizens Capital Markets & Advisory (“CCMA”) is currently seeking an experienced Associate, Corporate Finance candidate to join our Financial Institutions Group (FIG) vertical. The ideal candidate possesses an established investment banking pedigree and skill set with a strong focus on executing sell-side M&A transactions. You would serve as a key resource in client discussions and presentations, alongside Citizens product partners, while participating in the origination and execution of M&A transactions, as well as equity and debt capital markets transactions. This is an attractive opportunity for an established associate seeking greater client exposure, transaction experience and career advancement opportunities within an entrepreneurial, fast growing organization with competitive pay and benefits.
Key Responsibilities
Lead and execute transactions across mergers and acquisitions, debt and equity financing, and other strategic advisory mandates.
Develop actionable ideas and thematic pitch content, analyze industry trends, and deliver presentations to existing and prospective clients.
Manage all stages of deal execution, including financial modeling, valuation, due diligence, and preparation of offering materials (CIMs, pitch books, investor presentations).
Serve as a primary point of contact for clients, including C-suite executives and financial sponsors, ensuring seamless communication and execution.
Negotiate key structural elements of transactions and coordinate with counterparties, investors, and rating agencies.
Conduct industry and company research, prepare marketing materials, and support business development initiatives.
Mentor and train junior team members, fostering a collaborative and high-performance culture.
Collaborate with internal partners across product groups and commercial banking to drive cross-selling opportunities.
Qualifications
4+ years of experience in investment banking, corporate finance, or transaction advisory, with proven M&A execution experience.
Strong technical skills, including financial modeling, valuation, and accounting knowledge.
Demonstrated ability to manage multiple projects in a fast-paced environment.
Excellent communication skills-professional, concise, and client-ready.
High degree of integrity, maturity, and resourcefulness; strong work ethic and team orientation.
Bachelor's degree required; Master's degree preferred.
Series 79 & 63 licenses (or ability to obtain).
Pay Transparency
The salary range for this position is $175,000 - $225,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
#LI-Citizens4