First Citizens Bank jobs in Atlanta, GA - 363 jobs
AVP, Portfolio & Relationship Manager IV- International Commercial Services
First Citizens Bank 4.8
First Citizens Bank job in Atlanta, GA
This is a hybrid role, with the expectation that work time will regularly take place inside and outside of a company office. The AVP, Portfolio and Relationship Manager International is responsible for international factoring business and relationship management. Acquires, manages, and maintains relationships with international financial institutions, mainly FCI (Factors Chain International) business partners, located globally. Creates and implements the service delivery and retention strategy for the Bank's highest valued clients. Works collaboratively with various sales partners to build and manage relationships to ensure clients' needs are met. Ensures alignment and compliance with corporate strategy, internal policy, applicable laws, and regulations.
Responsibilities
* Sales - Acquire and develop the relationships with international financial institutions, mainly FCI (Factors Chain International) business partners, located globally. Research and identify new and viable opportunities, using social media and other tools to identify prospects for import, export, and reverse marketing business. Identify and attend relevant and appropriate industry and regional events and trade shows for networking and new business opportunities as appropriate. Business travel required as needed to cover assigned geographic region.
* Business Support - Support both the customer credit department and the operations department to ensure the highest quality service to partners. Gather data for Client Onboarding to conduct compliance (KYC) reviews for the international region's clients and partners.
* Client Service - Maintain high quality international service standards through regular communications with clients via phone, email, social media, and in person visits. Foster relationships with new and existing partners to finalize deals and keep the business with the FCB.
* Managerial Functions - Evaluate client profitability, monitor commission income, and review accounts receivable aging regularly. Manage sales activities in Salesforce.com.
* Support Function - Creates reports and monitors misc portfolio issues.
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Qualifications
Required:
Bachelor's Degree and 4 years of experience in Commercial Banking OR High School Diploma or GED and 8 years of experience in Commercial Banking.
Preferred:
* Factors Chain International (FCI) course certification is required within the first two years of employment.
* Interational Factoring OR US Factoring
* International financial services, foreign currency and international trade experience.
* Spanish or Mandarin language skills
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$93k-145k yearly est. 14d ago
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Business Services Representative (Small Business Specialist)
First Citizens Bank 4.8
First Citizens Bank job in Powder Springs, GA
At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. The Business Services Representative (BSR) is responsible for providing cash management solutions to commercial and business banking relationships. This role delivers a full range of business deposits and related services to clients. The BSR partners with Business and Commercial Bankers as a subject matter expert in business deposits and related business services and self-sources new business opportunities.
#LI-JR1
Responsibilities
The essential functions of the job include, but are not necessarily limited to, the following:
* Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions.
* Business development, networking and establishing referral sources to generate new business opportunities.
* Introducing customers to other branch team members or bank partners who can provide solutions for their financial needs.
Qualities of a successful candidate:
* Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. Comfortable and confident with proactively engaging in conversation.
* Customer Service Skills: Builds trust and confidence with clients.
* Adaptability: Has the ability to learn and adapt quickly to new information and technology.
* Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships.
* Influence: Capable of building rapport with different personalities to drive positive results.
Qualifications
Bachelor's Degree and 2 years of experience in Sales or financial services sales OR High School Diploma or GED and 6 years of experience in Sales or financial services sales
Preferred Area of Experience: Business development, business banking, lending, merchant services, treasury management
License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail and wealth solutions (referred), Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$31k-36k yearly est. 8d ago
Mortgage Loan Underwriter Senior
City National Bank 4.9
Atlanta, GA job
WHAT IS THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a residential mortgage. The Underwriter III analyzes and interprets the most complex financial and non-financial data decisioning the requests with the goal of achieving the optimal quality asset for the bank while satisfying the needs of borrower. The Underwriter III is also responsible for LLCs along with other complex borrower types. The Underwriter III works within established lending authorities and guidelines, with complex or unusual situations escalated to the next highest authority level for resolution. This includes mentoring and training of Underwriters I and II including second level reviews.
What you will do
* Reviews the loan package received to ensure completeness verifying that all supporting documents are included to make a credit decision per established policies
* Identifies issues and recommends appropriate resolution within policy service level agreements
* Analyzes and determines the financial capacity of the borrower's ability to repay:
* Performs credit analysis, financial statement analysis, cash flow analysis, liquidity qualification and payment calculation spreads
* Reviews for stability of residency and employment
* Verifies income per established policy
* Identifies any exceptions to current policies
* Documents a reasonable conclusion mitigating any identified risks supporting the request will be repaid
* Accurately sets and clears conditions
* Interacts with RLC and Processor throughout the life cycle of the loan, providing information, updates and assistance as required
* Updates System(s) with pertinent information and appropriate data as required
* Renders a decision within his/her lending authority. If deal is outside of lending authority, provides a recommended decision and submits for appropriate level signing authority
* Originates appropriate client letters; Commitment, Counter Offer, Declination
* Certifies and provides a final Workbook to the Processor
* Ensures compliance with bank and statutory/regulatory guidelines
* Client Satisfaction
* Promotes a team environment fostering a positive working environment
* Functions as a collaborator and innovator to drive continuous improvement
* Provides guidance and support to the RLC and Processor when required
* Utilizes systems and tools to ensure that the RLC's are updated on the status of loans
* Interacts and communicates daily with all levels as required to support business units, Processors, Funding/Doc Prep to ensure requirements are understood and met
* Provides timely, complete and accurate response to inquiries
* Handles all situations in a professional and ethical manner
* Takes the lead in resolving problems for his/her own loans; assisting Underwriters I and II with resolutions
* Supports and contributes to the quality and customer satisfaction goals of the bank
* Productivity
* Ensures all goals and service level agreements (SLAs) are met
* Tracks, logs and provides daily, weekly, monthly, quarterly reporting of production statistics as defined by management
* Consistently meets quality control and data integrity standards
* Effectively utilizes available systems, workflow and imaging tools
* Mentor and train Underwriters I and II
* 2nd level review of Underwriters I and IIs' work
* Performs other duties as assigned by Management, including participation in projects, process improvement initiatives, etc.
*Must-Have**
* Minimum 7 years of experience as an Underwriter in a financial services or mortgage banking environment required.
* Minimum 7 years of experience in jumbo and super jumbo underwriting to investor or organization's guidelines required
* Minimum 7 years of experience with state and federal lending regulations (i.e., Ability to Repay (ATR), RESPA, Reg B, Reg O, Reg Z, Fair Lending, etc.).
*Skills and Knowledge*
* Bachelor's degree in Business, Finance or Economics or related discipline with 10 or more years of experience in a mortgage banking environment required
* Familiar with FNMA/FHLMC guidelines
* Computer literate with experience using Microsoft applications with mortgage industry standard software, preferably InterLink E3 or NetOxygen/Gallagher.
* Superior ability to communicate effectively in both verbal and written form
* Strong time management skills to plan and organize a high daily loan volume
* Strong ability to be very detail oriented
* Must be a team player and work constructively with their fellow colleagues
* Specific knowledge and exposure to funding and loan documentation to resolve more complex situations such as occur with LLC's, irrevocable trusts, and Co-operatives
*Compensation*
Starting base salary: $41.83 - $66.81 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
**To be considered for this position you must meet at least these basic qualifications*
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our ****************************************************************************************************
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit *********************
*EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION*
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. **************************************************************************************************
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$41.8-66.8 hourly 60d+ ago
QA Lead / Manager - Merchant Business Software Suite (MBSS)
Bank of America 4.7
Kennesaw, GA job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for building and leading a team to deliver technology products and services that meet business outcomes. Key responsibilities include developing a technology strategy, ensuring technology solutions comply with applicable standards, promoting design, engineering, and organizational practices, and advocating and advancing modern, Agile solution delivery practices. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders.
We are seeking an experienced QA Lead/Manager to lead quality assurance efforts for the Merchant Business Software Suite, supporting mobile and payment system initiatives. The ideal candidate will have a deep understanding of merchant payment flows, mobile and POS systems, and the technologies that support them. This role requires both strategic leadership and hands-on QA expertise.
Responsibilities:
Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives
Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills
Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met
Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization
Contributes to the technology strategy for their technical domain
Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers
Ensures that execution is aligned with product strategy by working with product management and other stakeholders
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Required Qualifications:
10+ years of experience managing QA functions within payments, merchant services, or financial systems.
Strong understanding of POS environments, merchant transaction flows, and payment system integrations.
Hands‑on experience testing mobile applications (Flutter experience preferred).
Proficiency with API testing and familiarity with ASP.NET application architectures.
Expertise with test automation frameworks and tools such as Playwright, Selenium, or equivalent.
Demonstrated experience building and maintaining automated UI test suites.
Excellent analytical, problem‑solving, communication, and stakeholder‑management skills.
Proven success leading QA teams through planning, execution, and delivery of complex technology initiatives.
Desired Qualifications:
Experience in financial services, payments, or fintech industry.
Familiarity with CI/CD pipelines and test integration tools.
Exposure to Agile development processes and project management tools (e.g., Jira, Confluence).
Skills:
Influence
Risk Management
Solution Design
Stakeholder Management
Technical Strategy Development
Analytical Thinking
Application Development
Collaboration
Result Orientation
Solution Delivery Process
Agile Practices
Architecture
Automation
Data Management
DevOps Practices
Minimum Education Requirement: Bachelor's degree or equivalent work experience.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$98k-118k yearly est. Auto-Apply 3d ago
Middle Market Commercial Banking Merchant Payment Product Sales Consultant (East and West Coast)
Wells Fargo 4.6
Atlanta, GA job
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked No. 1 on the 2025 LinkedIn Top Companies in Financial Services list-recognized as the best place to grow your career in the industry! in the U.S.
About this role:
Wells Fargo is seeking a few Lead Merchant Product Sales Consultants within Commercial Banking's Merchant Services group. We are hiring on both the West coast and East coast for these roles. This role will help drive revenue and expand Merchant Services sales to new Merchant customers. This is a strategic, consultative sales role focused on solutions for Middle Market clients across all industries.
This role offers the opportunity to operate with an entrepreneurial mindset while benefiting from the scale, resources, and stability of Wells Fargo. You'll be supported by experienced merchant sales engineers, implementation consultants, and account management teams-allowing you to focus on what you do best: building relationships and driving growth.
This individual will lead the full sales lifecycle-from prospecting and needs assessment through solution design and deal close-while collaborating closely with Commercial Banking Relationship Managers/Bankers, Treasury Management partners, and internal implementation teams.
Learn more about career areas and lines of business at wellsfargojobs.com
In this role, you will:
* Drive new business development of electronic receivables and merchant services solutions for middle market clients
* Lead complex, cross‑functional sales initiatives with broad market impact
* Build strong internal partnerships to expand merchant services penetration and brand awareness
* Execute consultative sales strategies aligned to client needs and revenue objectives
* Present effectively to C‑level client executives and internal senior leadership
* Mentor and support less experienced sales professionals
* Contribute to product enhancements and identify opportunities for business process improvements
* Actively share market insights and collaborate within a high‑performance team environment
Required Qualifications:
* 5+ years of Business to Business (B2B) Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 5+ years of proven Merchant Sales experience and/or payment processing sales experience
Desired Qualifications:
* 5+ years of merchant/payment processing and/or treasury management experience
* Experience working with companies generating $50MM+ in annual revenue
* Strong background in commercial banking, treasury, or financial services sales
* Demonstrated success acquiring net‑new clients and expanding existing relationships
* Deep understanding of interchange, payment architecture, and merchant services risk exposure
* Proven ability to manage the full merchant onboarding lifecycle
* Partner‑driven sales approach with Commercial Bankers and Treasury Management teams
Job Expectations:
* Ability to travel up to 20%
* Hybrid work environment
* Must reside within commutable distance of an approved posting location
* Not eligible for visa sponsorship
Locations: East/West Coast
* Atlanta, Georgia
* Florida (Orlando, Tampa, Coral Gables)
* Short Hills, New Jersey
* Los Angeles, CA
* Las Colinas, TX
* New York City, NY
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$119,000.00 - $224,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
3 Feb 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$62k-109k yearly est. 8d ago
Merrill Market Client Relationship Manager
Bank of America 4.7
Alpharetta, GA job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.
Specific responsibilities include, but are not limited to:
Managing the branch's Wealth Management Client Associates and Service Support Staff
Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures
Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market
Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Resolving complex, escalated client service and operational needs
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Required Qualifications:
Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
Minimum of 5+ years professional experience
Key Qualifications for the role:
Current or previous Merrill Wealth Management experience strongly preferred
Self-motivated and client centric
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service, problem resolution, and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
Bachelor's degree or equivalent work experience
Skills:
Compensation Analysis
Performance Management
Process Performance Management
Referral Management
Workforce Planning
Due Diligence
Internal Audit Review
Leadership Development
Recruiting
Risk Management
Client Management
Customer Service Management
Employee Counseling
Succession Planning
Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
$41k-71k yearly est. Auto-Apply 60d+ ago
Wealth Management Specialist
Bank of America 4.7
Atlanta, GA job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. Role is designed to allow employees to study and obtain all required registrations.
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.
The Elite Growth Practice (EGP) Relationship Manager position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
Relationship Managers further develop and enhance existing client relationships. They spend the majority of their time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. They assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. They engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. Theywork with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.
Role Responsibilities
Identify and own the client onboarding process
Document client interactions and provide team with time sensitive updates
Execute on team service model
Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
Engage specialists/partners to address client's needs
Identify and own the client off boarding process
Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service
Monitor and report on client satisfaction and manage the resolution of client escalations
Role Requirements
Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration
Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
Obtain and/or maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority
Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
Thorough knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and support sound decisions
Ability to research escalated client issues for response/resolution
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$82k-117k yearly est. Auto-Apply 9d ago
Commercial Credit Officer
Bank of America Corporation 4.7
Atlanta, GA job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for managing a national portfolio of Global Commercial Banking (GCB) FinTech relationships, working directly with clients and prospects to provide financing solutions for multinational FinTech companies in the payments and financial software verticals. Key responsibilities include originating and structuring loans, negotiating terms and conditions, leading the credit process from pitch through underwriting, approval, booking and closing, with a focus on growing loans and credit revenue and managing asset quality.
The Commercial Credit Officer (CO) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients, whether publicly traded or privately held. Products include lines of credit, term loans, and syndicated loans. The CO manages all of the ancillary credit exposure to clients and maintains knowledge of other Bank of America products including investment banking, treasury management and hedging solutions that have credit exposure, and leverages product and industry expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an underwriting team that supports the business.
FinTech is a fast-paced work environment with a highly active portfolio and strong deal flow from large cap and middle market companies. Experience with FinTech companies is preferred.
Responsibilities:
* Manages the credit process for a portfolio of clients
* Negotiates credit documentation and manages the legal documentation process
* Leads the credit and risk approval processes
* Builds relationships with existing and prospective clients
* Mentors and supports associates
* Provides capital structure solutions
Required Qualifications:
* 10+ years of solid Commercial Banking experience
* Experience in financial analysis, structuring, underwriting and portfolio management
* Analytical/technical skills, including financial accounting, modeling and loan structuring
* Strong communication skills; ability to communicate vertically, horizontally, and externally
* Strong FinTech industry knowledge
Skills:
* Client Solutions Advisory
* Financial Analysis
* Loan Structuring
* Risk Management
* Underwriting
* Account Management
* Credit Documentation Requirements
* Credit and Risk Assessment
* Decision Making
* Issue Management
* Analytical Thinking
* Coaching
* Collaboration
* Critical Thinking
* Customer and Client Focus
Minimum Education Requirement: BA/BS Degree Desired
Shift:
1st shift (United States of America)
Hours Per Week:
40
$102k-137k yearly est. 39d ago
Teller Bilingual - Marietta
Wells Fargo 4.6
Marietta, GA job
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
* Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
* Complete operational activities while minimizing risks under established policies
* Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
* Receive direction from managers and exercises judgment within defined policies and procedures
* Escalate questions and issues to more experienced roles
* Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
* Identify information and services to meet customers financial needs
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* Bilingual speaking and listening proficiency in Spanish/English
Desired Qualifications:
* 6+ months of experience interacting with people, demonstrated through work, military, or education
* Customer service focus with experience handling complex transactions across multiple systems
* Ability to educate and connect customers to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and team members
* Experience working with others on a team to meet customer needs
* Cash handling experience
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Well-organized, independent and able to prioritize in a fast-paced environment
* Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* This position is not eligible for Visa sponsorship
* Must take and pass required language assessment
Posting Location:
* 602 ROSWELL ST SE MARIETTA, GA 30060
spanish bilingual
Posting End Date:
25 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$31k-35k yearly est. 2d ago
Quantitative Operations Manager - Global Payments Fraud
Bank of America 4.7
Kennesaw, GA job
About Us
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for leading teams and large initiatives focused on developing and maintaining models for the line of business, including volume forecasts, capacity plans, and vendor models. Key responsibilities include presenting findings to key stakeholders and ensuring compliance to Model Risk Management (MRM) standards. Job expectations include strong leadership skills, strong quantitative skills, and experience in time series forecasting, simulation modelling, operations research, and analytics.
Responsibilities:
Oversees model lifecycle for line of business models, including volume forecasts, capacity plans, and vendor models
Drives organizational strategy to improve model lifecycle processes
Drives horizontal consistency in model development, visualization, and usage across peer groups
Conducts routine model production and performance presentations with executive leadership
Ensures adherence to Model Risk Management (MRM) requirements
Supports ongoing model monitoring to improve forecasting performance and efficiency
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Required Qualifications:
5+ years of people management experience
3+ years of fraud experience in an operational setting
3+ Python Data analysis software
3+ SQL Data Analysis software
Good understanding of SAS programming
Data analytics experience
Excellent verbal and written communication skills
Desired Qualifications:
Knowledge of payment processing systems
Model supervisory experience
Ability to engage with all levels of organization
Six sigma, single process inventory and/or TQM (total quality management) experience
Innovative - Continually research and evaluate emerging technologies. Stay current on published state-of-the-art methods, technologies, and applications and seek out opportunities to apply them.
Technical - Comfortable with open-source languages and are passionate about developing further. Hands-on experience developing data science solutions using open-source tools and cloud computing platforms.
Ability to challenge conventional thinking and work with stakeholders to identify and improve the status quo. You're passionate about talent development for your own team and beyond.
Skills:
Analytical Thinking
Coaching
Data Visualization
Data and Trend Analysis
Talent Development
Attention to Detail
Business Intelligence
Collaboration
Data Management
Presentation Skills
Data Mining
Data Modeling
Problem Solving
Risk Management
Technical Documentation
Talent Development
Shift:
1st shift (United States of America)
Hours Per Week:
40
$64k-86k yearly est. Auto-Apply 11d ago
Business Banker
First Citizens Bank 4.8
First Citizens Bank job in Duluth, GA
Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals.
Business Bankers are responsible for acquiring and managing a portfolio of business banking relationships, and the primary contact for borrowing needs up to $5MM. This associate engages bank partners to provide a full range of deposit and related business services. Larger relationships may be managed with manager approval and/or appropriate partner support. Develops and maintains an active prospect list, customer outreach plan and quality referral sources in accordance with a sales plan to achieve production goals and profitability objectives.
Responsibilities
In this role, you will get to:
Make an impact by contributing to the growth of the bank through business and commercial loans, deposits and fee income
Exercise your creativity and entrepreneurial spirit to engage with business owners in the community
Work in a supportive environment encouraging community and business development activities
Work within a streamlined, timely and efficient credit approval process
Be a part of a collaborative team with various business services partners to support the full client relationship
"This position may be filled as a Business Banker II or III based on the skills and experience of the selected candidate."
Qualifications
Bachelor's degree with a minimum of 4 years experience in business lending, credit or business development.
* Or-
High school diploma or GED with a minimum of 8 years experience in business lending, credit or business development.
Additional Requirements:
Business development experience
Preferred Qualifications:
Established COI's and referral sources
Financial analysis and credit underwriting skills
Knowledge of business lending, deposit and cash management solutions
Ability to provide financial guidance and expertise
Sales planning and forecasting experience
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$29k-56k yearly est. 23d ago
ServiceNow Platform Operations Specialist
Bank of America Corporation 4.7
Kennesaw, GA job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The ServiceNow Platform Operations Specialist will have a leading role in maintaining the ServiceNow platform as defined by the Product teams. Our Operations team is responsible for level-2 end-user support, code migration/release support as well as production availability for over 10 ServiceNow instances. This role will provide hands on technical expertise to resolve service availability issues which includes coordinating cross team efforts to perform root cause analysis and problem resolution. You will work in a team environment to plan and implement software (or hardware) changes. We participate in various phases of the application lifecycle including plan, server build and software installation, release implementation, continuous improvement, and decommission. At these early stages of our ServiceNow deployment, sharing knowledge and developing a documentation library as a team will be essential to our success.
This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include documenting or modifying knowledge, performing investigations, identifying incidents, mitigating impacts and engaging in triages, and working with technology teams to identify and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration.
Responsibilities:
* Maintain and support the ServiceNow platform while adhering to bank policies and standards.
* Manage ServiceNow code quality control processes and routine
* Lead and mentor a team of operations specialists assigned to work on ServiceNow
* Respond to incidents for application availability issues as part of on-call duties
* Respond to incidents/pages for application functional issues or questions as part of daily duties
* Use your technical knowledge to triage service availability issues and restore service
* Research and resolve system defects, lead root cause analysis, and drive permanent resolution
* Ensure appropriate monitoring is in place and maintained to ensure application availability
* Participate in software release implementation meetings
* Participate in and coordinate maintenance activities
* Prepare and maintain application support/process documentation
* Develop management jobs, automation routines, or deployment scripts
* Monitors and supports application components and infrastructure critical to the business, such as relevant technologies and dashboards, responds to alerts regarding production incidents, and resolves issues prior to customer service interruption
* Fulfills requests from users, operations, auditors, and regulators within service level agreements and drives operational excellence through process improvement and monitoring development efforts related to supported technologies
* Onboards monitoring tools and applications in access system(s) of record to research potential production incidents, meet user requirements and service changes, and identify and implement automation opportunities in partnership with architects and engineers
* Communicates status updates and technical details, such as infrastructure, application and client impact, and component points of failure to management, and provides reporting on environment and incident status in operational meetings
* Performs environment routing and cycling, implements splash pages, and liaises with development teams to design and configure auto provisioning, straight thru revocation (STR), and straight thru processing (STP)
* Manages aged revocation monitoring to identify and fix defects in applications and systems of record
* Prepares technical documentation and develops procedures for trouble shooting incidents in order to identify production failure scenarios, vulnerabilities, and improvement opportunities requiring escalations
Required Qualifications:
* ServiceNow Certified System Administrator (CSA) certification, product micro certifications
* Proven experience as a administrator in highly regulated environments
* Experience in maintaining multiple ServiceNow environments
* Minimum of 5+ years of experience a ServiceNow development and engineering with emphasis on platform management
* Experience monitoring and maintaining ServiceNow products, supporting software engineering, maximizing data processing systems, building cloud-compatible services, and operating within an enterprise IT lifecycle
* Experience supporting ServiceNow integrations for security, risk, and compliance
* Experience with ServiceNow instance cloning and management
* Experience maintaining both Windows and Linux MID servers.
Desired Qualifications:
* Bachelor's Degree in Technology or related field
* ServiceNow certified implementation specialist (CIS)
* ServiceNow certified application developer (CAD)
* Experience in financial institution information technology security, compliance with rules, regulations, and financial industry standards
* Experience leveraging MID servers for integration and automation
* Experience with ServiceNow Discovery and other Configuration Management Database (CMDB)population toolsets
Skills:
* Adaptability
* Analytical Thinking
* Influence
* Production Support
* Risk Management
* Automation
* Collaboration
* Result Orientation
* Solution Delivery Process
* Business Acumen
* Stakeholder Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
$28k-35k yearly est. 7d ago
Registered Private Wealth Client Associate
Bank of America Corporation 4.7
Atlanta, GA job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
* Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
* Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
* Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
* Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
* Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
* Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
* Possesses advanced industry knowledge and an understanding of investment products
* Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
* Demonstrates a client-centric mindset, always acting in the best interest of the client
* Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
* Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
* Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
* Is detail oriented
* Demonstrates a commitment to continuous learning and professional growth
* Exhibits sound judgment and discretion when handling sensitive information
* Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
* Demonstrates professional verbal and written communication skills
Skills:
* Account Management
* Client Management
* Customer and Client Focus
* Issue Management
* Oral Communications
* Business Development
* Client Solutions Advisory
* Pipeline Management
* Prioritization
* Administrative Services
* Emotional Intelligence
* Referral Identification
* Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$42k-52k yearly est. 15d ago
Senior Quantitative Model Developer - Loss Forecasting Model Development
First Citizens Bank 4.8
First Citizens Bank job in Atlanta, GA
This is a hybrid role in Atlanta, GA with the expectation that time working will regularly take place inside and outside of a company office. Three days a week in office. The Senior Quantitative Model Developer for Commercial Model Development will focus on developing and implementing sophisticated credit risk models for commercial lending portfolios. This role will be working closely with senior leadership to shape the organization's risk strategy and ensure alignment with business objectives.
This position provides valuable learning, working, and career development opportunities in a highly professional environment. This position also provide exposure to impactful modeling projects and to a wide variety of internal and external stakeholders.
Responsibilities
* Lead the development, evaluation, and implementation of advanced credit risk models across all commercial lending products, including CRE loan portfolios, for stress-testing and CECL reporting purposes.
* Partner with senior leadership to translate complex risk analytics insights into actionable business strategies and policy recommendations.
* Mentor junior model development professionals by fostering a culture of innovation and continuous improvement in risk modeling approaches and methodologies.
* Drive the enhancement of model development frameworks to meet evolving regulatory requirements, including CCAR and CECL compliance.
* Lead the response to model validation findings and oversee the implementation of remediation plans across the modeling and analytics team.
* Establish and maintain relationships with regulatory bodies, external/internal auditors, Model Risk Management (MRM) and other key stakeholders
* Guide the development and implementation of new risk assessment methodologies and tools to improve the organization's risk management capabilities.
* Drive strategic initiatives to modernize risk analytics infrastructure and capabilities through adoption of advanced technologies and methodologies.
Qualifications
Bachelor's Degree and 4 years of experience in financial, statistical, or quantitative analysis experience OR High School Diploma or GED and 8 years of experience in financial, statistical, or quantitative analysis experience
Preferred Qualifications:
* Ph.D. or Master's degree in Statistics, Mathematics, Finance, Operation Research, Industrial Engineering, or other related quantitative field.
* At least 4 years of progressive experience in credit risk model development for US Banks.
* Hands on experience using Python, SAS, and SQL.
* Hands on experience in developing statistical models using panel, cross-sectional, and time-series datasets.
* Strong understanding of regulatory requirements and experience in interactions with regulatory bodies.
* Expert knowledge of statistical modeling, machine learning techniques, and risk analytics methodologies.
* Proven track record of translating complex analytical insights into business strategy.
* Professional certifications (e.g. CFA or FRM) are a plus.
#LI-Hybrid
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$97k-115k yearly est. 17d ago
Quantitative Finance Analyst
Bank of America Corporation 4.7
Atlanta, GA job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products.
Responsibilities:
* Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers
* Supports the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization
* Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation
* Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite
* Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk
* Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes
* Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches
Overview of Global Risk Analytics (GRA) and Enterprise Independent Testing (EIT)
Bank of America Merrill Lynch has an opportunity for a Quantitative Financial Analyst within our Global Risk Analytics (GRA) function. Global Risk Analytics (GRA) and Enterprise Independent Testing (EIT) are sub-lines of business within Global Risk Management (GRM). Collectively, they are responsible for developing a consistent and coherent set of models, analytical tools, and tests for effective risk and capital measurement, management and reporting across Bank of America. GRA and EIT partner with the Lines of Business and Enterprise functions to ensure the capabilities it builds address both internal and regulatory requirements, and are responsive to the changing nature of portfolios, economic conditions, and emerging risks. In executing its activities, GRA and EIT drive innovation, process improvement and automation.
Overview of Consumer Model Development
The Consumer Model Development & Operations (CMDO) team is part of Global Risk Analytics. It provides quantitative solutions to enable effective risk and capital management across the Retail and Global Wealth & Investments Management (GWIM) lines of business. The team places strong emphasis on delivering world class quantitative solutions for Front Line Unit (FLU) model owners and stakeholders through a disciplined and iterative development process. The team has responsibilities across a number of areas:
* Quantitative Modeling - Develop and maintain risk and capital Models and Model Systems across Retail and GWIM product lines. Models and Model Systems provide insight into many risk areas, including loan default, exposure at default (EAD), loss given default (LGD), delinquency, prepayment, balances, pricing, risk appetite, revenues and cash flows.
* Quantitative Solutions Engineering - Architect, implement, maintain, improve and integrate quantitative solutions on strategic GRA platforms. Outputs include GRA libraries that perform consumer risk model calculations, analytical tools, processes and documentation. Partner in defining, adopting, and executing GRA's technical strategy.
* Risk and Capital Management Capabilities - Build best in class quantitative solutions that enable the Retail and GWIM lines of business to effectively manage risk and capital, through the application of the disciplined BAU development process that includes extensive interaction with the FLU model owners and stakeholders throughout the quantitative lifecycle.
* Infrastructure - Partner in driving forward the infrastructure to support the goals of GRA through code efficiencies, and expansion of quantitative capabilities to better leverage infrastructure and computational resources.
* Documentation - Deliver concise, quantitative documentation to inform stakeholders, meet policy requirements, and enable successful engagement in regulatory exams (e.g., CCAR, CECL) via automated, modularized, and standardized documentation and presentations.
The Quantitative Finance Analyst will interact with a wide variety of stakeholders including risk managers, model developers, operations, technology, finance, and capital.
The main responsibilities will involve:
* Software development: implement, maintain, improve and integrate quantitative solutions on strategic GRA platforms. Development takes place almost entirely in Python, with some C++ for high performance components.
* Maintain code quality through best practices, unit testing and code quality automation.
* Understand the whole product, its modules, and the interrelationship between them, while being an expert in the assigned component or module.
* Possess advanced domain knowledge and show great customer focus. Leverage skills in methodologies and build, release, and deployment processes.
* Partner in defining, adopting, and executing GRA's technical strategy.
* Identify and apply new software development techniques to support enhanced granularity of risk management capabilities. Employ elevated intellectual curiosity and an acute sense of innovation.
* Elevated intellectual curiosity with acute sense of innovation to identify and apply new statistical and econometric techniques to support enhanced granularity of risk management capabilities
* Articulating the overall holistic picture of model performance, with clear conclusions regarding accuracy and remediation areas as required
Minimum Education Requirement: Master's degree in related field or equivalent work experience
Required Qualifications: Successful candidates will have a minimum 5 years relevant experience and will possess the following skills:
* Strong Python software development skills
* Familiar with software design principles: separation of concerns, single responsibility, DRY, etc.
* Understanding of algorithms and data structures
* Experience with Linux operating system and command line tools
* Experience with version control systems, i.e., Git
* Knowledge of SQL
* Strong communication skills and ability to effectively communicate quantitative topics to technical and non-technical audiences
* Strong team player able to seamlessly transition between contributing individually and collaborating on team projects; Understands that individual actions may require input from manager or peers; Knows when to include others
* Experience implementing models into various production environments
* Demonstrated leadership skills; Ability to exert broad influence among peers
* Strategic thinker that can understand complex business challenges and potential solutions
* Sees the broader picture and is able to identify new methods for doing things
* Ability to work in a large, complex organization, and influence various stakeholders and partners
* Ability to work in a highly controlled and audited environment
* Exceptional programming skills in high performance python
* Exceptional Terabyte-scale Spark programming and optimization
Desired Qualifications: The ideal candidate will possess the following skills and experience:
* GRA Core Platform (GCP) experience
* Familiar with systems architecture concepts: service based, layered, microservices, scalability patterns
* Experience with engineering complex, multifaceted processes that span across teams; Able to document process steps, inputs, outputs, requirements, identify gaps and improve workflow
* Experience creating, optimizing, and debugging software solutions deployed into distributed computing environments (experience with Spark is a plus)
* Familiar with use of vectorization and data locality concepts to optimize software efficiency
* Experience with high performance Python libraries, i.e., Numpy, Numba, Cython
* Experience with LaTeX
* Familiarity with SDLC tools: unit testing libraries, Jira, Jenkins
* Consumer Financial Product Industry experience
Skills:
* Critical Thinking
* Quantitative Development
* Risk Analytics
* Risk Modeling
* Technical Documentation
* Adaptability
* Collaboration
* Problem Solving
* Risk Management
* Test Engineering
* Data Modeling
* Data and Trend Analysis
* Process Performance Measurement
* Research
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$64k-98k yearly est. 39d ago
Digital Product Management Senior Manager - Gateway
Wells Fargo 4.6
Atlanta, GA job
About this role: Wells Fargo is seeking a Digital Product Management Senior Manager- Executive Director, to define, own, and drive the future of our Omnicommerce Payments Experience. In this role, you'll oversee the complete payments ecosystem-gateway services, hardware devices, software applications, integration options, security, and deployment-to deliver seamless, secure, and scalable solutions for our customers.
You'll lead a team of talented Product Managers, collaborate closely with Sales, Operations, and Marketing leadership, and influence key partnerships that shape our payments strategy. The ideal candidate combines deep domain expertise with a track record of building and launching exceptional payment products.
Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:
* Architect and drive the strategic vision for a major omnicommerce platform, aligning product capabilities with enterprise growth priorities and evolving customer needs.
* Ensure seamless integration of POS experiences with the company's broader product strategy, enabling consistent and scalable solutions across key commercial and corporate segments.
* Foster a high-performance culture within your product team by setting clear execution standards, promoting accountability, and removing barriers to delivery.
* Leverage data-driven insights and competitive intelligence to shape product direction, validate hypotheses, and influence cross-functional decision-making.
* Define and monitor success metrics to evaluate product performance, inform prioritization, and continuously optimize the platform's value proposition.
* Collaborate across business, technology, and operations to ensure alignment on product goals, delivery milestones, and customer outcomes.
* Champion stakeholder engagement by communicating product strategy and progress effectively to senior leadership, partners, and cross-functional teams.
* Interpret and develop policies and procedures for functions with moderate complexity within scope of responsibility.
* Collaborate with and influence all levels of professionals, including senior managers.
* Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in aligned department or business group.
* Maintain a sharp, evolving perspective on the competitive landscape-including key players, emerging technologies, and AI adoption trends-and effectively communicate strategic implications to senior leadership.
* Foster a strong agile discipline that inspires teams to continuously improve delivery evidenced through key agility metrics
* Build frameworks for complex decision making that enable effective debate and accelerate getting to the right answer
Required Qualifications:
* 6+ years of digital product management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 6 + years of experience within Merchant Services and payments acquiring
* 3+ years of management or leadership experience
Desired Qualifications:
* Deep knowledge and working experience within core merchant acquiring business: payment gateways, integrated payment solutions, eCommerce, card present payments, mobile/digital wallets, semi-integrated solutions.
* Proven success in shaping product requirements into a sequenced roadmap of platform capabilities.
* Experience with large scale transformation initiatives.
* Proven ability to understand customer and end user needs and translate into delivery themes.
* Experience with business analysis, eliciting use cases and requirements from business partners.
* Skilled at navigating dynamic environments while orchestrating multiple concurrent delivery streams with precision and agility.
* Exceptional problem solving and analytical skills with proven ability to turn findings into executable plans
* Demonstrated ability to lead and influence across all stages of the product lifecycle-from shaping vision and ideation, through solution design, execution, go-to-market readiness, and launch.
* Ability to synthesize multi-dimensional, complex, and interrelated concepts into clear, consumable, implications, actions, and decisions
* Demonstrated track record of effective influencing and collaboration at all levels
* Exceptional problem solving abilities
* Exceptional ability to translate complex business and operational concepts so they are clearly understood in support of sound decisions to meet business objectives
* Excellent written and oral communication skills with ability to clearly communicate results
Job Expectations:
* Ability to travel up to 10% of the time
* This position offers a hybrid work schedule
* Preferred location(s) listed below. Other locations within the Wells Fargo footprint may be considered. Relocation assistance is not available for this position.
* This position is not eligible for Visa sponsorship
Work Locations:
* 1100 Abernathy Rd, Atlanta, GA
* 550 S. Tryon- Charlotte, NC
* 401 Los Colinas Blvd , Irving, TX
* 1150 W Washington, Tempe, AZ
Posting End Date:
28 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$73k-96k yearly est. 8d ago
Senior Fiduciary Officer
First Citizens Bank 4.8
First Citizens Bank job in Atlanta, GA
This position collaborates with the relationship team to provide fiduciary services to high net worth clients bringing a high level of expertise with a focus on relationship expansion and retention. Consults on estate and tax planning, wealth transfer, and asset management needs. Implements and fulfills the provisions of legal and estate planning documents. Collaborates with team to identify planning and revenue opportunities driven by client goals, needs, financial situations, and family dynamics. Demonstrates discretion and effective judgement in managing complex and sensitive relationships. Supports client service delivery and operational management in all assigned relationships. Provides mentoring and advice to fiduciary associates through a strong knowledge of fiduciary norms.
#LI-MP1
Responsibilities
* Fiduciary Management - Administers complex personal trust relationships. Consults with team and clients to develop comprehensive, long-range fiduciary and estate plans. Ensure accounts comply with legal and regulatory guidelines as well as directives contained in Trust documents. Communicates clearly and effectively with grantors, beneficiaries, relationship team and other interested parties with respect to fiduciary decisions. Manages risk inherent to fiduciary accounts.
* Relationship Management - Drives ongoing client service to maintain strong relationships, expansion of High Net Worth services and revenue opportunities.
* Collaboration - Partners with other associates on administering client relationships, managing client communications, and service responsiveness. Coordinates aspects of service across team to ensure a satisfactory client experience.
* Sales - Promotes High Net Worth wealth offerings with existing clients and collaborates with wealth partners to grow relationships. Proactivley develop a center of influence and professional network across the market.
Qualifications
Bachelor's Degree and 8 years of experience in Trust Administration, Estate Planning, or Financial Planning OR High School Diploma or GED and 12 years of experience in Trust Administration, Estate Planning, or Financial Planning
License or Certification Type: Certified Trust & Financial Advisor (CTFA) Preferred, Certified Financial Planner (CFP) Preferred
Skill(s): High level of financial or fiduciary and estate planning knowledge. Demonstrated leadership and mentoring skills., High level of discovery and interpretation skills., Demonstrated relationship management skills., Excellent communication skills., Demonstrated teamwork skills.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$74k-121k yearly est. 26d ago
Middle Market Commercial Banking Merchant Payment Product Sales Consultant (East and West Coast)
Wells Fargo 4.6
Atlanta, GA job
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! **Wells Fargo ranked No. 1 on the 2025 LinkedIn Top Companies in Financial Services list-recognized as the best place to grow your career in the industry!** in the U.S.
**About this role:**
Wells Fargo is seeking a few **Lead Merchant Product Sales Consultants** within **Commercial Banking's Merchant Services group** . We are hiring on both the West coast and East coast for these roles. This role will help drive revenue and expand Merchant Services sales to new Merchant customers. This is a strategic, consultative sales role focused on solutions for **Middle Market clients across all industries** .
This role offers the opportunity to operate with an **entrepreneurial mindset** while benefiting from the scale, resources, and stability of Wells Fargo. You'll be supported by experienced merchant sales engineers, implementation consultants, and account management teams-allowing you to focus on what you do best: building relationships and driving growth.
This individual will lead the full sales lifecycle-from prospecting and needs assessment through solution design and deal close-while collaborating closely with Commercial Banking Relationship Managers/Bankers, Treasury Management partners, and internal implementation teams.
Learn more about career areas and lines of business at wellsfargojobs.com (*********************************************
**In this role, you will:**
+ Drive **new business development** of electronic receivables and merchant services solutions for middle market clients
+ Lead complex, cross‑functional sales initiatives with broad market impact
+ Build strong internal partnerships to expand merchant services penetration and brand awareness
+ Execute consultative sales strategies aligned to client needs and revenue objectives
+ Present effectively to **C‑level client executives** and internal senior leadership
+ Mentor and support less experienced sales professionals
+ Contribute to product enhancements and identify opportunities for business process improvements
+ Actively share market insights and collaborate within a high‑performance team environment
**Required Qualifications:**
+ 5+ years of Business to Business (B2B) Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 5+ years of proven Merchant Sales experience and/or payment processing sales experience
**Desired Qualifications:**
+ 5+ years of merchant/payment processing and/or treasury management experience
+ Experience working with companies generating **$50MM+ in annual revenue**
+ Strong background in commercial banking, treasury, or financial services sales
+ Demonstrated success acquiring **net‑new clients** and expanding existing relationships
+ Deep understanding of interchange, payment architecture, and merchant services risk exposure
+ Proven ability to manage the full merchant onboarding lifecycle
+ Partner‑driven sales approach with Commercial Bankers and Treasury Management teams
**Job Expectations:**
+ Ability to travel up to **20%**
+ Hybrid work environment
+ Must reside within commutable distance of an approved posting location
+ Not eligible for visa sponsorship
Locations: East/West Coast
+ Atlanta, Georgia
+ Florida (Orlando, Tampa, Coral Gables)
+ Short Hills, New Jersey
+ Los Angeles, CA
+ Las Colinas, TX
+ New York City, NY
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$119,000.00 - $224,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
3 Feb 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-514064
$62k-109k yearly est. 15d ago
QA Lead / Manager - Merchant Business Software Suite (MBSS)
Bank of America 4.7
Kennesaw, GA job
Kennesaw, Georgia;Chandler, Arizona; Charlotte, North Carolina; Addison, Texas **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 building and leading a team to deliver technology products and services that meet business outcomes. Key responsibilities include developing a technology strategy, ensuring technology solutions comply with applicable standards, promoting design, engineering, and organizational practices, and advocating and advancing modern, Agile solution delivery practices. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders.
We are seeking an experienced QA Lead/Manager to lead quality assurance efforts for the Merchant Business Software Suite, supporting mobile and payment system initiatives. The ideal candidate will have a deep understanding of merchant payment flows, mobile and POS systems, and the technologies that support them. This role requires both strategic leadership and hands-on QA expertise.
**Responsibilities:**
+ Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives
+ Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills
+ Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met
+ Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization
+ Contributes to the technology strategy for their technical domain
+ Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers
+ Ensures that execution is aligned with product strategy by working with product management and other stakeholders
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Required Qualifications:**
+ 10+ years of experience managing QA functions within payments, merchant services, or financial systems.
+ Strong understanding of **POS environments** , merchant transaction flows, and payment system integrations.
+ Hands‑on experience testing **mobile applications** (Flutter experience preferred).
+ Proficiency with **API testing** and familiarity with **ASP.NET** application architectures.
+ Expertise with test automation frameworks and tools such as **Playwright** , **Selenium** , or equivalent.
+ Demonstrated experience building and maintaining automated UI test suites.
+ Excellent analytical, problem‑solving, communication, and stakeholder‑management skills.
+ Proven success leading QA teams through planning, execution, and delivery of complex technology initiatives.
**Desired Qualifications:**
+ Experience in financial services, payments, or fintech industry.
+ Familiarity with CI/CD pipelines and test integration tools.
+ Exposure to Agile development processes and project management tools (e.g., Jira, Confluence).
**Skills:**
+ Influence
+ Risk Management
+ Solution Design
+ Stakeholder Management
+ Technical Strategy Development
+ Analytical Thinking
+ Application Development
+ Collaboration
+ Result Orientation
+ Solution Delivery Process
+ Agile Practices
+ Architecture
+ Automation
+ Data Management
+ DevOps Practices
**Minimum Education Requirement:** Bachelor's degree or equivalent work experience.
**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.
$98k-118k yearly est. 8d ago
Teller Bilingual Part Time Doraville
Wells Fargo 4.6
Doraville, GA job
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
* Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
* Complete operational activities while minimizing risks under established policies
* Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
* Receive direction from managers and exercises judgment within defined policies and procedures
* Escalate questions and issues to more experienced roles
* Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
* Identify information and services to meet customers financial needs
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* Bilingual speaking and listening proficiency in Spanish/English
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
* Ability to educate and connect customers to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and team members
* Experience working with others on a team to meet customer needs
* Cash handling experience
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Well-organized, independent and able to prioritize in a fast-paced environment
* Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* This position is not eligible for Visa sponsorship
* Must take and pass required language assessment
Posting Location(s):
* 5772 Buford Hwy NE. Doraville, GA 30340
@RWF22
Posting End Date:
23 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.