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FNB jobs in Baltimore, MD

- 30 jobs
  • Commercial Senior Relationship Manager

    M&T Bank 4.7company rating

    Falls Church, VA job

    Responsible for an assigned portfolio of the most complex and or large dollar amount loan and/or deposit relationships with major middle market businesses in the community. Solicits new business, cross sells, administers and services existing business relationships. **Primary Responsibilities:** + Services customers seeking loan and/or deposit relationships of large dollar amounts and of high complexity with the Bank, interviews applicants to develop information concerning their businesses and requirements, evaluates credit information and makes relationship recommendations. + Maximizes the Department's profitability through the maintenance of a high quality loan portfolio. Follows current loans to ensure conformity with terms; maintains current and complete credit file. + Participates in a formal call program to develop new loan, deposit and fee based business. + Follows market trends and developments to increase the Bank's business in established and developing markets. + Represents the Bank in civic and community activities. **Scope of Responsibilities:** Services customers seeking loan and/or deposit relationships of large dollar amounts and of high complexity. Manage and retain existing clients. Works closely with internal contacts to service clients. **Supervisory/ Managerial Responsibilities:** May coach/mentor junior relationship managers. **Education and Experience Required:** Bachelors Degree or four years relevant experience. Minimum of seven years commercial portfolio management experience. Financial analysis and knowledge of banking credit principals. General knowledge of banking and the Bank's various commercial fee based products. Applied knowledge of Bank policies and procedures. Excellent communication and interpersonal skills with the ability to interact with all levels of personnel using diplomacy. Ability to sell effectively to prospects and clients. Excellent presentation skills. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $134,216.04 - $223,693.40 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Falls Church, Virginia, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $134.2k-223.7k yearly 58d ago
  • Corporate Banking PM II

    Citizens Financial Group 4.3company rating

    Falls Church, VA job

    As a Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand customer relationships. Additionally, you will be responsible for underwriting and effective credit and risk administration with particular emphasis on financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, regulatory compliance, and customer support. In this role, you will manage a portfolio of the most complex credits and will be expected to perform your responsibilities with limited supervision and exhibit expert knowledge of your clients/credits when interacting with peers, relationship managers, your team leader, and senior managers across departments. Primary Responsibilities Manage a portfolio of the most complex credits with minimal oversight, demonstrating expert knowledge of clients and credits. Perform effective credit underwriting and risk administration with emphasis on adherence to credit policy, financial analysis/modeling, risk evaluation, and portfolio maintenance. Significantly contributing to the review and negotiation of loan documentation Structure, underwrite, and document new business, renewals, and modifications as the credit expert within the first line of defense. Oversee assigned portfolio, anticipate potential issues, and develop solutions while managing multiple priorities. Meet deadlines and schedules to maintain compliance with credit and risk policies. Provide client management support, maintaining regular direct interaction and resolving complex credit-related issues. Stay current on industry and market information related to assigned markets and customers. Share insights and learnings with other Relationship Managers (RMs) and Portfolio Managers (PMs). Qualifications Bachelor's degree in finance, accounting, economics, or related field; advanced degree or professional certification (e.g., CFA, CPA) preferred. Minimum 5-7 years of experience in commercial credit underwriting and portfolio management. Strong analytical skills with expertise in financial modeling and risk evaluation. Proven ability to manage complex credit portfolios with minimal supervision. Excellent communication and relationship management skills. Preferred: Experience in lending to Aerospace, Defense, and Government Services sectors. Deep understanding of regulatory compliance and credit policy requirements. Ability to anticipate portfolio issues and develop proactive solutions. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F
    $75k-123k yearly est. Auto-Apply 28d ago
  • Part Time Universal Banker (20 hours) - McLean branch

    Citi 4.6company rating

    McLean, VA job

    The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Branch Sales ------------------------------------------------------ Time Type: Part time ------------------------------------------------------ Primary Location: Mclean Virginia United States ------------------------------------------------------ Primary Location Full Time Salary Range: $47,510.00 - $61,990.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $22.84 - $29.80 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 16, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $47.5k-62k yearly Auto-Apply 9d ago
  • SME - Workday Application Developer- Towson, MD

    Citi Us 4.6company rating

    Falls Church, VA job

    About us Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II. Join us in driving growth and seizing new business opportunities. Background The Office of Information Technology (OIT) is seeking a Workday Application Developer to assist with the implementation and ongoing support of Workday HCM and Financial System. Role and Responsibilities Development and Configuration Design, build, test, and deploy Workday integrations using EIB, Studio, Core Connectors, and Web Services (SOAP/REST APIs) Configure and maintain Workday business processes, calculated fields, custom validations, and condition rules Develop and maintain custom Workday reports (Advanced, Matrix, Composite, etc.) Troubleshoot and resolve system, configuration, or integration issues Support deployment activities and ensure seamless migration of Workday configurations Integration Management Create and maintain integrations between Workday and third-party systems (HR, Payroll, Benefits, Finance, etc.) Monitor scheduled integrations, identify failures, and resolve data inconsistencies Document integration design, architecture, configuration, and data flows Optimize existing integrations for improved performance, stability, and reliability Reporting and Analytics Develop and maintain Workday reports and dashboards to support business, HR, Finance, and compliance needs Collaborate with stakeholders to gather reporting requirements and translate them into Workday solutions Automate report scheduling and distribution for end users Ensure accuracy, security, and usability of Workday reporting assets Support and Collaboration Provide technical support to agency and end users across HR, Payroll, Finance, and IT Maintain system documentation including design specifications, workflows, and configuration guides Participate in change control, configuration reviews, and release management processes Gather and document business requirements for enhancements, break/fix, and new change requests Work collaboratively with cross-functional teams to align Workday functionality with business needs. Minimum Qualification Graduation from an accredited college or university with a bachelor's degree in Business or Computer Science At least two years' experience in the administration or support of enterprise systems such as web services, Workday HCM, Payroll, Financials, and Reporting Additional experience may be substituted on a year-for-year basis up to a maximum of four years for the required education Preferred Qualification Strong analytical and problem-solving skills Outstanding business process fluency, with a strong ability to discuss processes at a level of detail sufficient to gain insight into the underlying business problem or opportunity Ability to work in a team environment; establishing and maintaining strong professional relationships Proven ability and success with HCM, Payroll, and Financial systems Maintain the security and confidentiality of any proprietary or sensitive data in any medium Demonstrated Workday experience Demonstrated experience in Workday implementation or post-production environment as a primary technical resource Workday certified training or commensurate experience
    $104k-130k yearly est. Auto-Apply 14d ago
  • Financial Solutions Advisor - Metro VA Market

    Bank of America 4.7company rating

    Alexandria, VA job

    Arlington, Virginia;Alexandria, Virginia **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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: - Monday - Fridays and rotating Saturdays Required Qualifications: - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - 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.
    $61k-101k yearly est. 60d+ ago
  • Relationship Banker - Northern VA Market

    Bank of America 4.7company rating

    McLean, VA job

    Falls Church, Virginia;McLean, Virginia; McLean, Virginia; Annandale, Virginia; Burke, Virginia; Fairfax, Virginia; Vienna, Virginia; Burke, Virginia; Vienna, Virginia **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:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Can be flexible to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.
    $27k-35k yearly est. 60d+ ago
  • Senior Trust Officer

    M&T Bank 4.7company rating

    Falls Church, VA job

    Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create new relationships and expand existing relationships. + Provide superior client service and develop deep relationships with clients to best administer their trust accounts, generate solutions, and meet distribution needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ensure the client team is aware of trust matters concerning the client. + Manage the new account opening process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements, proxies, investments and tax, correctness of beneficiary information, and that fee agreements are in place; monitor terminations as necessary. + Play a key role in overall client satisfaction and retention through cultivating strong working relationships with clients and their advisors to develop a complete understanding of individual client needs. Communicate client needs and concerns to partners. + Maintain comprehensive knowledge, and coordinate efforts, of appropriate Bank resources, including market leadership, tax liaison team, Legal and Compliance, to ensure timely delivery of quality service and expand client relationships. + Support market efforts to develop new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning trust administration. Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Support the goals and objectives of the wealth practice and regional leadership by serving as a mentor and role model for less experienced staff. + Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates, as well as industry standards and practices. + Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Contribute to timely and accurate completion of Divisional ad-hoc initiatives/projects + Complete other related duties as assigned. **Scope of Responsibilities:** An important component of the position is the ability to communicate internally with Bank management and executives, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc. **Supervisory/Managerial Responsibilities:** Not Applicable **Education and Experience Required:** **Bachelors' degree and a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry, including technical trust and planning experience.** Strong verbal and written communication skills Strong presentation skills Strong planning skills Strong organizational skills Strong customer focus Thorough knowledge of fiduciary business including decisioning experience in complex fiduciary matters Experience attracting, expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with personal computers Experience maintaining high level of integrity and professionalism **Education and Experience Preferred:** Juris Doctor (JD) or Master's degree Minimum of 10 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience CTFA (Certified Trust and Financial Advisor) certification Strong interpersonal skills **Physical Requirements:** M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $134,216.04 - $223,693.40 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Falls Church, Virginia, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $68k-101k yearly est. 54d ago
  • Cloud Systems Engineer - Washington, DC

    Citi Us 4.6company rating

    Falls Church, VA job

    About us Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II. Join us in driving growth and seizing new business opportunities. Background The C&CA Systems team is seeking cloud professionals proficient in administering AWS GovCloud cloud service platform. Become part of a team responsible for building a cloud business platform within the Client borad. At least five years of demonstrated experience supporting cloud platforms. As a Senior Cloud Systems Engineer, we require 10 years of experience in the field of technology including application development, 5 of which focused on supporting cloud technologies. Role and Responsibilities Developing software according to software development lifecycles (SDLCs), including DevOps, Agile, Lean, or Iterative. Designing, deploying, and migrating secure and maintainable systems for Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS) environment. Proficient in at least one high-level programming language such as Python, PowerShell, or Infrastructure as Code (AWS CloudFormation, AWS CDK, Terraform, etc.). Python 3.x data engineering with pandas, Databricks, or SPARK preferred. DevOps, CI/CD pipelines and automation, containers, and related best practices for cloud deployment. Experience with GitLab or Azure DevOps preferred. Service offerings in Amazon Web Services (AWS) and government platform experience preferred. Understanding of cloud-based architecture, web servers, caching, application servers, load balancers, and storage. Experience with AWS Load Balancer. Familiarity with loose coupling, stateless systems, and best practices for designing cloud[1]ready applications. Understanding of cloud federation technologies such as SAML, Okta, OAuth, and OpenID Connect and how to apply these technologies to enterprise and public-facing applications. Understanding of cloud vendor cost structures and the ability to optimize solutions for cost effectiveness. Experience transitioning legacy systems to cloud-ready architecture. Understanding of RESTful Web Services, XML, or JSON. Experience with AWS API Gateway. Awareness of cloud information security risks and best practices, especially in a highly secure operating environment. Familiarity with government cloud deployments (FedRAMP, FISMA, high security environments, etc.) Minimum Qualification Bachelor's degree in engineering, Computer Science, Information Systems, or IT related discipline. Minimum of 10 years' experience in Information Technology in an Enterprise environment. Experience analysing cloud requirements, concept of operations documents, and high-level system architectures to develop cloud system specifications. Design and create custom build cloud applications Set up and configure DevSecOps for cloud environments Partner with the cloud platform team and development team to build, manage, and enable the underlying cloud infrastructure and platforms in support of a business application development project. Preferred Qualification Experience with designing or implementing cloud architectures for analytics/data processing/machine learning use-cases, such as data lakes, lake formations, etc. Experience with containerization as a strategy for cloud-enabling legacy applications such as Docker and Kubernetes (AWS EKS, ECS, or Fargate preferred) Familiarity with the Well Architected Framework. Experience with defining platform requirements. Experience integrating with enterprise observability platforms such as Splunk. Experience with Data Quality testing tooling (e.g., Great Expectations, Glue Data Quality)
    $104k-139k yearly est. Auto-Apply 9d ago
  • Loan Officer Assistant

    M&T Bank 4.7company rating

    Falls Church, VA job

    The Loan Officer Assistant role is focused on supporting the Loan Officer team in efficiently moving loans through the pipeline via effective sales system support, and document control and organization. **Primary Responsibilities:** + Provide a seamless experience for our Mortgage customers by ensuring organization, accuracy, and timeliness of all communications including requests for documentation, coordination of details, and appropriate follow-up with the assigned Loan Officer or team. + Serve as a subject matter expert on all relevant Mortgage Sales systems to accurately input and manage relevant customer data and documents. Maintain responsibility for quality and precision of data. + Interact with customers directly to follow up on and complete the application process and other documents as needed. Answer other relevant customer inquiries as required. May reach out to Operations team as needed for further support and information. + Assist loan officer with various reporting needs to include creation of new reports, running, monitoring, and issuing existing reports and organizing data collection. + Maintain current working knowledge of Mortgage products, processes and procedures, and relevant regulations. + Provide other general sales, marketing, and operational support for assigned Loan Officer or team as needed. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. + Complete other related duties as assigned. **Supervisory/Managerial Responsibilities:** Not applicable **Skills / Capabilities Required** **Education and Experience Required:** + High school diploma (or equivalent) and 2 years relevant work experience in the mortgage and/or finance industry. + Knowledge of Secondary Marketing requirements. + Knowledge of FHA/VA regulations. + Knowledge of Bank products and services. + Strong organizational skills with ability to manage multiple priorities. + Excellent verbal and written communications skills. + Flexible to travel within region and work overtime and/or flexible schedule as needed. **Education and Experience Preferred:** + Associate degree and a minimum of 2 years equivalent work experience, OR in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience, including a minimum of 2 years' related experience. + Knowledge of Secondary Marketing requirements. + Knowledge of FHA/VA regulations. + Knowledge of Bank products and services. + Strong organizational skills with ability to manage multiple priorities. + Excellent verbal and written communications skills. + Flexible to travel within region and work overtime and/or flexible schedule as needed. **Physical Requirements:** M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.68 - $36.13 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Falls Church, Virginia, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $21.7-36.1 hourly 60d+ ago
  • Mortgage Originator

    M&T Bank 4.7company rating

    Falls Church, VA job

    Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer's financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act. Primary Responsibilities: Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data. Independently assesses applicant's credit worthiness. Has authority to issue pre-qualification statement of borrowers' eligibility. Determines which products best meet the customer's needs and financial circumstances and advises potential borrowers regarding the advantages and disadvantages of different financial products and the most appropriate mortgage loan programs. Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed. Cultivates new mortgage business. Markets, services and promotes the bank's mortgage products. This includes the solicitation of residential first mortgages through contacts with Realtors, builders, and developers. May be required to travel to and work at prospective customers' homes or business locations. Follows-up on potential customers via travel or telephone. Negotiates terms and conditions of loan with mortgagors. Has authority to bind the bank in connection therewith. Ensures lending compliance with all origination procedures including bank policies and procedures and regulatory requirements. Advises management on effective compliance strategies and potential modifications to corporate operating policies where appropriate to ensure ongoing regulatory compliance. Independently monitors trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages. Represents the bank in the community and related functions to identify, develop and promote additional business. May present seminars to general public and real estate agents to promote additional business and community outreach. Scope of Responsibilities: The incumbent always works under limited supervision, sometimes away from the office. The position requires extensive external contacts (potential and existing customers, Realtors, etc.), as well as internal contacts (other Bank personnel) primarily on sales calls outside the office. Will interact with individuals and teams internally and within the community assigned, developing new relationships and maintaining existing relationships Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Education and Experience Required: Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 years higher education and/or relevant work experience, including a minimum of 2 years sales experience. Thorough knowledge of FHA/VA regulations, conventional loan requirements and real estate law. Education and Experience Preferred: Technical Skills General knowledge of personal computers and software programs utilized by Residential Mortgage Department Proven sales ability. Strong mathematical skills. Self-motivated, well-organized individual. Excellent verbal and written communication skills. Ability to interact with individuals at all income levels and peers in a professional manner. Demonstrated ability to work independently and to follow through on details to completion. Ability to work under critical time constraints. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationFalls Church, Virginia, United States of America
    $30k-48k yearly est. Auto-Apply 60d+ ago
  • Commercial Senior Relationship Manager

    M&T Bank 4.7company rating

    Falls Church, VA job

    Responsible for an assigned portfolio of the most complex and or large dollar amount loan and/or deposit relationships with major middle market businesses in the community. Solicits new business, cross sells, administers and services existing business relationships. Primary Responsibilities: Services customers seeking loan and/or deposit relationships of large dollar amounts and of high complexity with the Bank, interviews applicants to develop information concerning their businesses and requirements, evaluates credit information and makes relationship recommendations. Maximizes the Department's profitability through the maintenance of a high quality loan portfolio. Follows current loans to ensure conformity with terms; maintains current and complete credit file. Participates in a formal call program to develop new loan, deposit and fee based business. Follows market trends and developments to increase the Bank's business in established and developing markets. Represents the Bank in civic and community activities. Scope of Responsibilities: Services customers seeking loan and/or deposit relationships of large dollar amounts and of high complexity. Manage and retain existing clients. Works closely with internal contacts to service clients. Supervisory/ Managerial Responsibilities: May coach/mentor junior relationship managers. Education and Experience Required: Bachelors Degree or four years relevant experience. Minimum of seven years commercial portfolio management experience. Financial analysis and knowledge of banking credit principals. General knowledge of banking and the Bank's various commercial fee based products. Applied knowledge of Bank policies and procedures. Excellent communication and interpersonal skills with the ability to interact with all levels of personnel using diplomacy. Ability to sell effectively to prospects and clients. Excellent presentation skills. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $134,216.04 - $223,693.40 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationFalls Church, Virginia, United States of America
    $134.2k-223.7k yearly Auto-Apply 56d ago
  • Relationship Banker - Arlington Market - Bilingual Spanish Required

    Bank of America 4.7company rating

    Arlington, VA job

    Arlington, Virginia;Arlington, Virginia; Alexandria, Virginia; Arlington, Virginia; Washington, District of Columbia; Arlington, Virginia; Arlington, Virginia; Alexandria, Virginia; Falls Church, Virginia; Baileys Crossroads, Virginia; Alexandria, Virginia **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:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. + Collaborates effectively to get things done, building and nurturing strong relationships. + Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives. + Is confident in identifying solutions for new and existing clients based on their needs. + Communicates effectively and confidently and is comfortable engaging all clients. + Has the ability to learn and adapt to new information and technology platforms. + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). + Applies strong critical thinking and problem-solving skills to meet clients' needs. + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. + Efficiently manages time and capacity. + Focuses on results, while acting in the best interest of the client. + Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. Vietnamese or Spanish Preferred - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** - High School Diploma / GED / Secondary School or equivalent **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.
    $27k-35k yearly est. 60d+ ago
  • Financial Solutions Advisor - Metro VA Market

    Bank of America 4.7company rating

    Arlington, VA job

    Arlington, Virginia;Alexandria, Virginia **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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: - Monday - Fridays and rotating Saturdays Required Qualifications: - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - 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.
    $61k-101k yearly est. 60d+ ago
  • Senior Trust Officer

    M&T Bank 4.7company rating

    Falls Church, VA job

    Responsible for the administration and fiduciary management of complex trust relationships within client relationships. Primary Responsibilities: Apply deep experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. Serve as the primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create new relationships and expand existing relationships. Provide superior client service and develop deep relationships with clients to best administer their trust accounts, generate solutions, and meet distribution needs. Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ensure the client team is aware of trust matters concerning the client. Manage the new account opening process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements, proxies, investments and tax, correctness of beneficiary information, and that fee agreements are in place; monitor terminations as necessary. Play a key role in overall client satisfaction and retention through cultivating strong working relationships with clients and their advisors to develop a complete understanding of individual client needs. Communicate client needs and concerns to partners. Maintain comprehensive knowledge, and coordinate efforts, of appropriate Bank resources, including market leadership, tax liaison team, Legal and Compliance, to ensure timely delivery of quality service and expand client relationships. Support market efforts to develop new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning trust administration. Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners. Serve as fiduciary resource to Wealth Advisors and other internal partners. Support the goals and objectives of the wealth practice and regional leadership by serving as a mentor and role model for less experienced staff. Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates, as well as industry standards and practices. Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Contribute to timely and accurate completion of Divisional ad-hoc initiatives/projects Complete other related duties as assigned. Scope of Responsibilities: An important component of the position is the ability to communicate internally with Bank management and executives, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc. Supervisory/Managerial Responsibilities: Not Applicable Education and Experience Required:Bachelors' degree and a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry, including technical trust and planning experience. Strong verbal and written communication skills Strong presentation skills Strong planning skills Strong organizational skills Strong customer focus Thorough knowledge of fiduciary business including decisioning experience in complex fiduciary matters Experience attracting, expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with personal computers Experience maintaining high level of integrity and professionalism Education and Experience Preferred: Juris Doctor (JD) or Master's degree Minimum of 10 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience CTFA (Certified Trust and Financial Advisor) certification Strong interpersonal skills Physical Requirements:M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $134,216.04 - $223,693.40 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationFalls Church, Virginia, United States of America
    $68k-101k yearly est. Auto-Apply 53d ago
  • Loan Officer Assistant

    M&T Bank 4.7company rating

    Falls Church, VA job

    The Loan Officer Assistant role is focused on supporting the Loan Officer team in efficiently moving loans through the pipeline via effective sales system support, and document control and organization. Primary Responsibilities: Provide a seamless experience for our Mortgage customers by ensuring organization, accuracy, and timeliness of all communications including requests for documentation, coordination of details, and appropriate follow-up with the assigned Loan Officer or team. Serve as a subject matter expert on all relevant Mortgage Sales systems to accurately input and manage relevant customer data and documents. Maintain responsibility for quality and precision of data. Interact with customers directly to follow up on and complete the application process and other documents as needed. Answer other relevant customer inquiries as required. May reach out to Operations team as needed for further support and information. Assist loan officer with various reporting needs to include creation of new reports, running, monitoring, and issuing existing reports and organizing data collection. Maintain current working knowledge of Mortgage products, processes and procedures, and relevant regulations. Provide other general sales, marketing, and operational support for assigned Loan Officer or team as needed. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned. Supervisory/Managerial Responsibilities: Not applicable Skills / Capabilities Required Education and Experience Required: High school diploma (or equivalent) and 2 years relevant work experience in the mortgage and/or finance industry. Knowledge of Secondary Marketing requirements. Knowledge of FHA/VA regulations. Knowledge of Bank products and services. Strong organizational skills with ability to manage multiple priorities. Excellent verbal and written communications skills. Flexible to travel within region and work overtime and/or flexible schedule as needed. Education and Experience Preferred: Associate degree and a minimum of 2 years equivalent work experience, OR in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience, including a minimum of 2 years' related experience. Knowledge of Secondary Marketing requirements. Knowledge of FHA/VA regulations. Knowledge of Bank products and services. Strong organizational skills with ability to manage multiple priorities. Excellent verbal and written communications skills. Flexible to travel within region and work overtime and/or flexible schedule as needed. Physical Requirements: M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.68 - $36.13 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationFalls Church, Virginia, United States of America
    $21.7-36.1 hourly Auto-Apply 60d+ ago
  • Relationship Banker - Arlington Market - Bilingual Spanish Required

    Bank of America 4.7company rating

    Falls Church, VA job

    Arlington, Virginia;Arlington, Virginia; Alexandria, Virginia; Arlington, Virginia; Washington, District of Columbia; Arlington, Virginia; Arlington, Virginia; Alexandria, Virginia; Falls Church, Virginia; Baileys Crossroads, Virginia; Alexandria, Virginia **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:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. + Collaborates effectively to get things done, building and nurturing strong relationships. + Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives. + Is confident in identifying solutions for new and existing clients based on their needs. + Communicates effectively and confidently and is comfortable engaging all clients. + Has the ability to learn and adapt to new information and technology platforms. + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). + Applies strong critical thinking and problem-solving skills to meet clients' needs. + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. + Efficiently manages time and capacity. + Focuses on results, while acting in the best interest of the client. + Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. Vietnamese or Spanish Preferred - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** - High School Diploma / GED / Secondary School or equivalent **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.
    $27k-35k yearly est. 60d+ ago
  • Business Banking Relationship Manager

    M&T Bank 4.7company rating

    Falls Church, VA job

    Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell other bank products. **Primary Responsibilities:** + Develop new banking relationships with business prospects. Service existing business banking client base. Achieve established goals as outlined by manager. + Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers. Network with centers of influence to develop business including accountants, attorneys and other referral sources. + Evaluate credit information and requests and recommend appropriate loan structure to manage risk. Effectively negotiate with underwriters and clients to maximize revenue and minimize risk. + Achieve sales goals with minimum expectations as follows: + Revenue of $150M to $4000M. + Loan production of $4MM to $8MM. + Deposit balance production of $400M to $2MM. + Manage loan portfolio of $7.5MM to $20MM. + Oversee approximately 15 to 40 relationship managed clients. + Actively participate in all business banking and retail sales sprints. Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned. Participate in civic and cultural organizations and programs. Utilize prescribed selling techniques to maximize sales opportunities. **Scope of Responsibilities:** Ability to sell effectively to prospects and clients. Manage and retain existing clients. Work closely with internal contacts to service clients. **Education and Experience Required:** Bachelor's degree or in lieu of a degree, a minimum of 4 years of related sales/banking experience, or a combination thereof Knowledge of personal computers and the software utilized by the department Ability to read and analyze financial statements and tax returns. Sound credit skills necessary to evaluate loan requests. Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets. Strong interpersonal and presentation skills required. \#LI-DH1 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $96,029.08 - $189,213.82 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Reston, Virginia, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $96k-189.2k yearly 60d+ ago
  • Financial Solutions Advisor - Metro VA Market

    Bank of America Corporation 4.7company rating

    Arlington, VA 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. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: * Monday - Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $61k-101k yearly est. 3d ago
  • Relationship Banker - Seven Corners Financial Center

    Bank of America 4.7company rating

    Falls Church, VA job

    Falls Church, Virginia **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:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. + Collaborates effectively to get things done, building and nurturing strong relationships. + Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives. + Is confident in identifying solutions for new and existing clients based on their needs. + Communicates effectively and confidently and is comfortable engaging all clients. + Has the ability to learn and adapt to new information and technology platforms. + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). + Applies strong critical thinking and problem-solving skills to meet clients' needs. + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. + Efficiently manages time and capacity. + Focuses on results, while acting in the best interest of the client. + Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. Vietnamese or Spanish Preferred - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** - High School Diploma / GED / Secondary School or equivalent **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.
    $27k-35k yearly est. 9d ago
  • Credit Solutions Advisor - Seven Corners Financial Center - bilingual Spanish required

    Bank of America 4.7company rating

    Falls Church, VA job

    Falls Church, Virginia **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:** This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan + Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank + Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities + Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs + Responds to client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience **Required Qualifications:** + Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year + Knowledge of credit and home lending requirements + Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. + Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone. + Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information. + Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written and verbal communications skills. + Ability to handle ambiguity and adapt to changing circumstances. + Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic. + Can be flexible to work weekends and/or extended hours as needed. + A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. + Ability to learn and understand technology. + Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies. + Bilingual English/Spanish **Desired Qualifications:** + Experience working in a financial center where goals were met or exceeded. + Knowledge in analyzing and comprehending complex financial data and providing financial alternatives. + Knowledge of banking products and services. + Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. + Experience in a loan origination role in a retail environment and knowledge of + Mortgage Products (Conventional, Jumbo and HELOC, Government) + Structuring, Processing, underwriting and closing procedures + Federal regulations governing real estate lending + FHA and HUD guidelines + Other Lending Products (Credit Card, Vehicle Loans) + Strong computer skills including MS applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk Assessment + Pipeline Management + Referral Management + Attention to Detail + Collaboration + Issue Management + Prospecting + Relationship Building **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.
    $61k-101k yearly est. 48d ago

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