Operations, Senior Specialist jobs at First Citizens Bank - 33 jobs

This position provides operational and administrative support for First Citizens Investor Services (FCIS). Processes requests originated by FCIS associates to streamline operations. Assists in updating and maintaining client brokerage, annuity, and fund direct accounts. Resolves issues and addresses inquiries related to processing. Ensures the timely, accurate processing of all requests to support FCIS associates in client servicing efforts. Responsibilities * Processing - Responsible for operational processing for client brokerage, annuity, and fund direct accounts. Performs necessary actions to modify or complete account transfers, cashiering, annuity, retirement accounts, and new accounts. Answers inquiries regarding processing status for associates and clients. * Business Support - Performs a quarterly review of operations procedures and updates any changes. Assists management with special projects. * Client Service - Facilitates department client servicing standards and expectations by providing team members with necessary support. Ensures timely, accurate processing and handling of requests to streamline daily processes. * Communication - Answers incoming telephone, email, and in-person requests. Provides clear, effective communication regarding requests and inquiries. Qualifications Bachelor's Degree and 1 years of experience in Brokerage Operations or Bank Operations OR High School Diploma or GED and 2 years of experience in Brokerage Operations or Bank Operations License or Certification Type: null null Skill(s): Understanding of computer data entry procedures 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 ****************************************

WHAT IS THE OPPORTUNITY? Conduct Enhanced Due Diligence background investigations for commercial loan borrowers in adherence with credit policy and compliance with BSA and USA Patriot Act. Responsible for the quality assurance and integrity of the "Know Your Client" (KYC) program on new and existing client relationships. Perform review and provide clearance on potential negative news alerts for new clients or during periodic client reviews. Perform prospect client reviews and provide recommendations prior to onboarding prospects as well as other referrals from line units. WHAT WILL YOU DO? Conduct Periodic Reviews of clients to determine compliance risk, identify deviations from expected behaviors based on client profile and update profile to determine accuracy of client risk level. The KYC Review (Analyst - Senior) will perform Enhance Due Diligence (EDD) reviews for commercial loan borrowers and prospect reviews utilizing a variety of internal bank systems and external research tools, subscription based websites, public records to investigate, research, and prepare documentation/summaries consistent with resolution of investigation. KYC - the analyst is able to review and verify that a Know Your Client (KYC) is completed for new accounts, and Anticipated Activity questions for Business and Individual clients with new transactional accounts. KYC - the analyst is able to perform review and clearance of potential negative news alerts on new clients and during periodic client reviews and escalate true matches accordingly. Escalate restricted or prohibited activity consistent with CNB policy requiring BSA Escalation discovered through research to HRC (High Risk Client) and/or unusual activity to Compliance Investigations. May assist with training of new hires and conduct quality control review/adit of junior level analyst reviews. May Participate in and complete ad-hoc projects. Perform timely investigations with well-reasoned and supported decision-making. Conducts follow-up with line colleagues for any missing or necessary information. Completes required training. Performs other duties as assigned or requested. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent 5+ years experience in Banking Services, branch operations, risk management or related function 3 years of BSA/AML experience 2+ years experience using Microsoft Office Additional Qualifications Analytical skills, solid understanding of deposit and loan transactions, use of good judgment, attention to detail, internet savvy, good knowledge of Bank Secrecy Act and USA PATRIOT acts. Great communication and writing skills. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. 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 including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the 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 the day-to-day resolution of complex problems and the research and execution of complex transactions for a single site/business unit or smaller business unit(s). Key responsibilities include strategically advising upon the design, development, and implementation of products, systems, and services using discretion within the project management methodologies. Responsibilities: Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment Advises on projects and directs activities of a team related to special initiatives Advises as a technical expert in assigned area, providing an understanding of the business unit's operations processes and implications on other groups within the operations function Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control Identifies and recommends responsibilities and accountabilities for key programs/projects Perform sanctions reviews on a variety of different Transactions Ensure compliance with regulators such as OFAC (Office of Foreign Assets Control) Monitor queue volumes and priorities Communicate with different Lines of Business to retrieve information or advise of adverse decisions Required Qualifications: 2+ year experience in Operations or Compliance Experience & knowledge of economic sanctions program requirements and disposition of sanctions alerts or extensive background with wires and/or ACH experience Experience in client due diligence and KYC Highly organized individual - Demonstrates a bias for action and a commitment to achieving sustainable results. Makes timely and fact based decisions Analytical and detail oriented. Ability to work under pressure, meet deadlines and navigate change Ability to work independently, as well as, within a team. Strong risk framework and approach. Ability to prioritize, use own initiative and be flexible Good oral and written communications skills. PC proficiency and excellent Keyboarding/Typing skills. Overtime as required Desired Qualifications: Experience in Global Banking & Markets business process Knowledge of Excel, Word, Outlook Team player attitude, enthusiasm and commitment Monitor work flow and team progress, provide feedback to manager/team Monitor escalations received from Lines of business and response in timely manner Coordinate with other sites/regions to ensure daily SSCOE goals are met Provide training to new hires and up skill training to existing associates Ensure existing training is updated appropriate to adjust for changes in environment over time Line of Business Description: About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions. Skills: Customer and Client Focus Problem Solving Risk Management Adaptability Attention to Detail Collaboration Critical Thinking Issue Management Analytical Thinking Decision Making Oral Communications Presentation Skills Shift: 1st shift (United States of America) Hours Per Week: 40

Richmond, Virginia;Charlotte, North Carolina; Newark, Delaware; Scranton, Pennsylvania **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 the day-to-day resolution of complex problems and the research and execution of complex transactions for a single site/business unit or smaller business unit(s). Key responsibilities include strategically advising upon the design, development, and implementation of products, systems, and services using discretion within the project management methodologies. **Responsibilities:** + Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment + Advises on projects and directs activities of a team related to special initiatives + Advises as a technical expert in assigned area, providing an understanding of the business unit's operations processes and implications on other groups within the operations function + Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control + Identifies and recommends responsibilities and accountabilities for key programs/projects + Perform sanctions reviews on a variety of different Transactions + Ensure compliance with regulators such as OFAC (Office of Foreign Assets Control) + Monitor queue volumes and priorities + Communicate with different Lines of Business to retrieve information or advise of adverse decisions **Required Qualifications:** + 2+ year experience in Operations or Compliance + Experience & knowledge of economic sanctions program requirements and disposition of sanctions alerts or extensive background with wires and/or ACH experience + Experience in client due diligence and KYC + Highly organized individual - Demonstrates a bias for action and a commitment to achieving sustainable results. Makes timely and fact based decisions + Analytical and detail oriented. + Ability to work under pressure, meet deadlines and navigate change + Ability to work independently, as well as, within a team. + Strong risk framework and approach. + Ability to prioritize, use own initiative and be flexible + Good oral and written communications skills. + PC proficiency and excellent Keyboarding/Typing skills. + Overtime as required **Desired Qualifications:** + Experience in Global Banking & Markets business process + Knowledge of Excel, Word, Outlook + Team player attitude, enthusiasm and commitment + Monitor work flow and team progress, provide feedback to manager/team + Monitor escalations received from Lines of business and response in timely manner + Coordinate with other sites/regions to ensure daily SSCOE goals are met + Provide training to new hires and up skill training to existing associates + Ensure existing training is updated appropriate to adjust for changes in environment over time **Line of Business Description:** About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions. **Skills:** + Customer and Client Focus + Problem Solving + Risk Management + Adaptability + Attention to Detail + Collaboration + Critical Thinking + Issue Management + Analytical Thinking + Decision Making + Oral Communications + Presentation Skills **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.

About this role: Wells Fargo is seeking a Securities Operations Associate in Investment Operations as part of the Documentation Preparation team as part of Transaction & Processing division. This team prepares estate documentation for Wealth Investment Management Custom Loan Operations for pre-close, closing, and preforming regulatory due diligence for business and Wells Fargo internal customers. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Prepare documentation to facilitate the completion of client requested collateral change and credit limit reductions for Wealth Consumer products. Request maintenance as needed to fulfill modification requests. Effectively communicate with Bankers and collateral partners as needed. Perform a variety of servicing tasks, as needed, to support commercial/custom loans and lines of credit. Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low-risk tasks and deliverables with narrower impact Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation Assist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluation Resolve low complexity escalated issues within the scope of responsibility in Security Operations Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work Contribute to implementation of projects, new or revised processes, and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies Required Qualifications: 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 6+ months of Wealth Management or Commercial Lending experience Knowledge and understanding of state, federal and regulatory compliance requirements Prior experience with documentation tools such as AFS, Hogan, Client Link Proven success in collaborating with underwriting and legal teams to streamline workflows, mitigate risk, and enhance overall process efficiency. Ability to navigate multiple computer systems, applications, and utilize search tools to find information Ability to process transactions and perform research to resolve escalated issues Ability to work independently, proactively, innovatively, and creatively while exercising sound judgement Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Ability to provide strong customer service and to develop customer relationships Strong analytical skills with high attention to detail and accuracy Excellent verbal, written and interpersonal communication skills Intermediate Microsoft Office skills Job Expectations: This position offers a hybrid work schedule. 3 days in-office, 2 days remote work Willingness to work on-site at stated location on the job opening This position is not eligible for Visa sponsorship Posted Location: 1525 W WT Harris Boulevard, Charlotte, North Carolina 28262 Posting End Date: 26 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.

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: Responsible for developing quantitative/analytic models and applications in support of the firm's risk management effort. This role focuses on the development of operations/data management policies, strategies and operational guidelines for the organization's various financial products as they relate to the analysis, tracking, and reporting of various risk metrics. This role often possesses an advanced degree in physics, applied mathematics, statistics/probability or another heavy quantitative discipline. Quantitative analytic staff is focused on and responsible for the development of the theory and mathematics behind various models. Individual Contributor and reports to Quant Operations Manager Job Summary Global Operations Management Reporting & Analytics is looking for a motivated individual with strong quantitative skills and experience with time-series forecasting, capacity planning, simulation modeling, and/or operations research. This individual will be responsible for developing and maintaining strategic volume forecasting and capacity planning models with the goal of maintaining optimal staffing levels across Global Operations. In addition, the position will assist with efforts to ensure models adhere to Model Risk Management (MRM) standards. The ideal candidate will have a keen eye for detail, a strong sense for modeling complex operational systems, and excellent verbal and written communication skills. Responsibilities include: Develop and maintain volume forecasting, capacity planning, and resource optimization models Help modernize existing volume forecasting and capacity models using advanced predictive modeling, simulation and optimization techniques Assist in driving volume and capacity modeling consistency and innovation across the team Routinely partner with the Front Line Units (FLUs) to generate best in class outcomes Conduct routine model production and performance presentations with executive leadership Evaluate new opportunities and implement enhancements to current capacity model inputs, processes, and outputs Help with documentation and other efforts to adhere to Model Risk Management (MRM) guidelines Required Skills: Bachelor's degree in Statistics, Applied Economics, Industrial Engineering, Mathematics, Operations Research, Analytics, Finance or other STEM field 2+ years of experience in quantitative roles modeling complex systems Fundamental understanding of linear regression and time-series modeling, discrete event simulation, and optimization techniques, through education or professional experience Proficient in MS Office, particularly Excel Experience with SAS, Python, R, or similar statistical software Experience with Arena or similar discrete event simulation software Experience with SAS OR, GAMS, XPRESS, CPLEX, or similar optimization software Ability to work in a team-oriented environment with strong aptitude for problem solving and collaboration Strong communication and interpersonal skills - specifically the ability to communicate complex ideas in a clear and concise manner to key stakeholders Natural curiosity and drive to answer important business questions High aptitude for self-motivation and self-determined project work in a fast-paced and rapidly changing environment Desired Skills: Master's degree in Statistics, Applied Economics, Industrial Engineering, Mathematics, Operations Research, Analytics, Finance or other STEM field Prior operational volume forecasting, capacity planning, or financial planning experience Experience with Tableau or other data visualization software Data mining experience using SQL/SAS querying Prior Banking industry analytics and modeling experience, specifically with models that adhere to standards set by a risk management governing body Skills: Analytical Thinking Business Intelligence Data Modeling Data Visualization Data and Trend Analysis Attention to Detail Collaboration Data Management Data Mining Presentation Skills Consulting Problem Solving Risk Management Stakeholder Management Technical Documentation Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540) Pay and benefits information Pay range$84,600.00 - $132,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for 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 quantitative skills and experience in time series forecasting, simulation modelling, operations research, and analytics. Responsible for developing quantitative/analytic models and applications in support of the firm's risk management effort. This role focuses on the development of operations/data management policies, strategies and operational guidelines for the organization's various financial products as they relate to the analysis, tracking, and reporting of various risk metrics. This role often possesses an advanced degree in physics, applied mathematics, statistics/probability or another heavy quantitative discipline. Quantitative analytic staff is focused on and responsible for the development of the theory and mathematics behind various models. Individual Contributor and reports to Quant Operations Manager Global Operations Data Management & Analytics is looking for a motivated individual with strong quantitative skills who can analyze operational activities and data to develop and maintain time-series volume forecasts for capacity planning purposes through the application of statistical models and business intelligence. In addition, the position will assist with efforts to ensure models adhere to Model Risk Management (MRM) standards. The ideal candidate will have a keen eye for detail, a strong sense for modeling complex operational systems, and excellent verbal and written communication skills. Responsibilities include: Develop and maintain time-series models using advanced algorithm-based forecasting techniques Assist in driving forecast consistency and innovation across the team Routinely partner with the Front-Line Units (FLUs) to generate best in class forecasts Conduct routine model production and performance presentations with executive leadership Help with documentation and other efforts to adhere to Model Risk Management (MRM) guidelines Support ongoing model monitoring to improve forecasting performance and efficiency Responsibilities: Develops and maintains models for the line of business, including volume forecasts, capacity plans, and vendor models Drives horizontal consistency in model development 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 Skills: Analytical Thinking Business Intelligence Data Modeling Data Visualization Data and Trend Analysis Attention to Detail Collaboration Data Management Data Mining Presentation Skills Consulting Problem Solving Risk Management Stakeholder Management Technical Documentation Required Skills: Master's degree in Mathematics, Statistics, Applied Economics, Analytics, Data Science, other STEM field; or equivalent experience 2+ years of experience in quantitative roles supporting complex functions Fundamental understanding and experience with linear regression, time-series, and other statistical modeling techniques, through education and/or professional experience Proficient in MS Office, particularly Excel Experience with SAS, Python, R, or similar statistical software Ability to work in team-oriented environment with strong aptitude for problem solving and collaboration Strong communication and interpersonal skills - specifically the ability to communicate complex ideas in a clear and concise manner to key stakeholders Natural curiosity and drive to answer important business questions Desired Skills: 2+ years of experience as a professional predictive modeling analyst (forecasting, regression analysis, time-series, etc.) Prior Bank of America/Banking industry analytics and modeling experience, specifically with developing predictive models that adhere to standards set by a risk management governing body Data mining experience using SQL Experience with Tableau or other data visualization Ability to coach others Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540), US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101), US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150), US - NY - New York - 1133 Ave Of The Americas - 1133 Ave Of The Americas (NY1533) Pay and benefits information Pay range$84,600.00 - $130,800.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

About this role: Wells Fargo is seeking an Institutional Investment Operations Associate within the Shared Services Configuration team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com. This team supports the static data configuration with regard to the Futures Commission Merchant and Swap Dealer. In this role, you will: Provide operational and customer support for lifecycle tasks for institutional trades Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing structured loan operations, general ledger reconciliation and work to resolve confirmation and ISDA related issues Assist in gathering data to support resolution of issues Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Provide support in both firm wide and operations/team specific projects, inclusive of active participation in UAT testing Review and refine written process and control procedures Reconcile key data elements between systems of record to ensure data integrity Required Qualifications: 6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Analytical thinking and problem-solving ability Strong attention to detail Proficiency in Microsoft Excel (pivot tables, VLOOKUP, etc.) Familiarity with data visualization tools (e.g., Tableau, Power BI) Basic understanding of SQL or other data querying languages Strong written and verbal communication skills Ability to work independently and in teams Time management and organizational skills Exposure to investment products or markets (e.g., equities, fixed income, derivatives) Curiosity and eagerness to learn Adaptability in a fast-paced environment Professionalism and integrity Collaborative mindset Job Expectations: Ability to work a hybrid schedule - of three (3) days in office and two (2) days remote Willingness to work on-site at stated location on the job opening Ability to work additional hours as needed This position is not eligible for Visa sponsorship Posting Location: 550 S Tryon St, Charlotte, NC 28202 This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. 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. Posting End Date: 24 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.

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! Enterprise Financial Risk (EFR) Overview Enterprise Financial Risk (EFR) seeks to deliver effective independent risk management of the activities and processes associated with managing the Company's capital, liquidity and interest rate risks, including price risk in the CFO managed securities portfolio. As the Chief Risk Officer (CRO) function covering the Chief Financial Officer (CFO) Group, we also bring together a holistic point of view across all seven risk types for the Company's CFO. The team helps Bank of America grow responsibly through developing our teammates, promoting a diverse and inclusive culture, and approaching our work with intellectual curiosity. EFR delivers its mission through a steadfast commitment to its values: cultivating diversity of thought and valuing different perspectives and experiences; promoting learning, fostering relationships and creativity; developing talent, advancing careers, and creating leaders within Global Risk Management and across the company. Our goal is to ensure that a healthy and sustainable liquidity, capital, and interest rate risk (IRR) profile is maintained through baseline economic scenarios, as well as during times of market and idiosyncratic stress. EFR Division: Liquidity Risk Management Enterprise Liquidity Risk Management is a department within Enterprise Financial Risk (EFR). This group is responsible for providing an independent assessment of Bank of America's Liquidity risk, as described within BAC's Risk Framework. The department's aim is to support Bank of America's purpose in making financial lives better through responsible growth. This is accomplished by providing an independent perspective on the effective utilization of Bank of America's Liquidity resources and ensuring we understand all of the risks that could impact our Liquidity resources. The goal of the department is that a healthy and sustainable Liquidity profile is maintained through a business as usual environment and also during times of stress to support our ability to meet our financial obligations. Role Summary: Liquidity Risk Management Sr. Specialist Operating within BAC's Risk Framework, understand and drive all components of the end-to-end Liquidity Risk management process/program for the Enterprise. As a Risk horizontal team, it is our role to ensure the Enterprise is provided and adheres to our Liquidity Risk policy and any related standards and guidance. Key components of the Liquidity Risk Management program include appropriate risk identification across the 8 lines of business and legal entities, establishment of effective stress testing processes across a range of scenarios, establishment of risk monitoring processes across the 8 lines of business and legal entities; including establishment of Board and Management Level Risk Appetite Limits for our Enterprise and material entities. Key Responsibilities Active Liquidity Risk management through engagement with Corporate Treasury Liquidity Management, LOB Risk and the FLUs Identification of Risks, including severity and likelihood as well as review & challenge the Line of Business Define the Liquidity Risk Limits and Early Warning Indicators (EWI); up-front engagement of Liquidity Risk & LOB team and approval via senior executives and broker-dealer Board of Directors, as appropriate. Monitor and notify or escalate limit breaches and EWIs triggered, as required Stress testing assumptions and Models Coordination and independent challenge of liquidity assumptions / interpretations including Internal Stress Assumptions, Liquidity Coverage Ratio (LCR) Overview of product and legal entity Liquidity Stress Tests and Balance Sheets by Currency Coordination and independent challenge, in partnership with our Recovery and Resolution Planning (RRP) colleagues, of liquidity risk assumptions and plan documentation Participation in Liquidity Stress Modelling process including preparation of a Risk Point of View prior to approval of assumptions by the Market and Liquidity Risk Committee Ensure limits are set based on specific analysis of the risk factors or are in line with the Liquidity Stress tests. Understand the results expected from limit setting and review methodology used to ensure results were as expected. Design and execute analysis to develop independent view of the appropriateness of the limits. Understand business drivers of limit and metric breaches and communicate effectively as part of breach notifications to drive remediation, when necessary, by the Front Line Units. Lead deep dives to identify issues not captured by existing processes, and to fully understand risks and potential opportunities for enhancements Lead Independent Risk assessments of the liquidity risk management framework (e.g., Intraday under business as usual and stress scenarios) Review Contingent Funds Transfer Pricing and whether it is driving the desired control and behavior Review and contribute to policies, protocols, and procedures (active engagement as policies are updated) Review new products, where liquidity risk is impacted Perform regular reviews to ensure the remaining liquidity risk processes and reporting is appropriate for the Equity and Financing businesses and any concerns are appropriately escalated to senior management. Perform independent analysis to generate an independent viewpoint and document appropriate challenge(s). Support corporate-wide liquidity related initiatives and serve as a Subject Matter Expert on Equity and Financing-related liquidity topics. Core Competencies Communication- Can articulately paint pictures & visions of possibilities and likelihoods. Ability to communicate with SMEs as well as senior management and adapt message accordingly. Resilience- Deals effectively with pressure; remains optimistic and persistent, even under adversity. Recovers quickly from setbacks. On occasion required to take an unpopular stand Collaboration- Develops networks and builds alliances; collaborates across boundaries to build strategic relationships and achieve common goals. Influencing and negotiating across CFO partners, as well as EFR organization, Compliance & Op Risk, and other verticals (GBAM and Banking) risk colleagues Interpersonal Skills- Treats others with courtesy, sensitivity, and respect. Considers and responds appropriately to the needs and feelings of different people in different situations and locations. Leveraging Diversity- Fosters an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization. Exposure and involvement with Employee Engagement initiatives including supporting Diversity & Inclusion efforts Critical Success Measures Deliver against the book of work for Enterprise Liquidity Risk Management Ensure that we are providing appropriate monitoring and analysis that allow us to support high quality risk insights Connection to and execution of responsibilities of the independent risk function Key Requirements Intellectual curiosity and learning agility to accurately interpret, understand and evaluate a variety of risks across multiple risk types and interconnectivity between risk types Strong technical and analytical skills (including both analysis of financial data and written reports) Talks and writes in a clear, concise, organized, and convincing manner for the intended audience Strong business-centric mindset with ability to utilize sound business judgment and tailor approach to drive optimal business outcomes Skills: Analytical Thinking Credit and Risk Assessment Critical Thinking Portfolio Analysis Decision Making Oral Communications Presentation Skills Technical Documentation Written Communications Active Listening Issue Management Liquidity Management Monitoring, Surveillance, and Testing Regulatory Compliance Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Jersey City - 525 Washington Blvd (NJ2525), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$84,200.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! : This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. Line of Business Job Description: Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records. Responsibilities: Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client. Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all refresh requirements are met Ensure all jurisdictional regulatory requirements related to KYC are adhered to Support business with KYC related queries and requests Participate in remediation, internal/external Audits (where applicable) Maintains accuracy of client portfolio using internal and external comparison tools Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling Explores methods to enhance processes, further reduce risks, and boost client experience Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting Escalates potential risks and exposures to manager in a timely manner Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions Job Requirements: 2+ years of financial services experience Excellent verbal and written communications skills Documented experience performing in a process-oriented production environment that changes periodically Familiar with MS Office Suite (Excel/Word/Outlook/Access) Work in a team environment Organize work, prioritize tasks and handle multiple assignments simultaneously Successfully meet tight deadlines while ensuring data accuracy and integrity Work and execute with minimal supervision or remote management Skills: Attention to Detail Critical Thinking Data Collection and Entry Recording/Organizing Information Research Fraud Management Interpret Relevant Laws, Rules, and Regulations Problem Solving Quality Assurance Risk Management Adaptability Customer and Client Focus Prioritization Result Orientation Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. **LOB Description:** Senior point of contact for AMRS based clients for fixed income trades processing related queries. Primary responsibility will be confirmation, allocation, and settlement of US Fixed Income products. Applicant must be on hand to offer premium client service and manage the relationships between our clients and fixed income trading desks. Up to date industry knowledge on key initiatives and developments within the fixed income market is essential. Additionally, the candidate will be responsible for: + Resolution and escalation of matched and unmatched fixed income trades for AMRS settling in domestic markets. + Timely response to client queries regarding the confirmation, allocation and settlement of their trades. + Liaising with other internal departments to ensure timely settlement of client trades. + Involvement in ad hoc projects for new processes or industry initiatives. + Keeping up to date client contacts and maintaining current client relationships. + Open and maintain client accounts as needed to ensure timely allocation and settlement of fixed income transactions. **Responsibilities:** + Maintains accuracy of client portfolio using internal and external comparison tools + Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling + Explores methods to enhance processes, further reduce risks, and boost client experience + Partners with colleagues on the trade and sales support teams, as well as external agents + Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting + Escalates potential risks and exposures to manager in a timely manner + Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions **Required Qualifications:** + Microsoft Excel experience + 1-3 years of client servicing experience + 1-3 years of capital markets experience + Must be client focused with proven track record of excellent communications and interpersonal skills. + Ability to successfully navigate a complex global markets processing structure. + Must be self-motivated and able to work independently or as part of team. + Must be able to operate successfully in a fast paced environment and manage competing priorities. + Must be ready to train new hires when called upon. **Desired Qualifications:** + Previous client facing + Familiarity with the full Microsoft Office Suite, including Word, Outlook and Access + Experience with data analysis, including maintaining databases, collecting data, filtering and cleaning data, identifying patterns, interpreting data and presenting findings + Associate's Degree or higher with a major in business, finance, accounting, economics or a related field + Experience in the financial services industry **Skills:** + Attention to Detail + Critical Thinking + Data Collection and Entry + Recording/Organizing Information + Research + Fraud Management + Interpret Relevant Laws, Rules, and Regulations + Problem Solving + Quality Assurance + Risk Management + Adaptability + Customer and Client Focus + Prioritization + Result Orientation + Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. **LOB Description:** The successful candidate will work closely with the Prime Broker business as well as other lines of businesses such as Global Wealth and Investment Management to complete manual processing of payments (wires) and journal entries to ensure books and records are accurately reflected as per business requests. The associate will perform research on wire payments to resolve payment queries, and complete manual Office of Foreign Assets Control (OFAC) sanctions scanning as needed. Any breaks as a result of the payment process will be investigated and remediated by the associate. The associate will be involved in the wire approval process as well as monitoring various team inboxes to ensure completeness. There will also be an opportunity to be involved in enterprise wide payments initiatives to automate, simplify and improve the team processes. In addition to the businesses, the candidate will work closely with Back Office, Technology, and other support partners. The candidate will need to have a high sense of urgency, ability to multi-task and communicate effectively. Successful candidate will display a passion for leveraging data and emerging technologies including AI such as Copilot, and advanced analytics to enhance operational efficiency and drive innovation is highly desirable. Familiarity with data analysis tools, automation techniques, and AI-driven solutions will be considered a strong advantage. **Responsibilities:** + Maintains accuracy of client portfolio using internal and external comparison tools + Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling + Explores methods to enhance processes, further reduce risks, and boost client experience + Partners with colleagues on the trade and sales support teams, as well as external agents + Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting + Escalates potential risks and exposures to manager in a timely manner + Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions **Required Qualifications:** + ∙ Presentable, confident and client focused. + ∙ Excellent communications skills + ∙ Ability to multi-task and manage time wisely + ∙ High Attention to Detail + ∙ Ability to work under pressure in a team environment + ∙ Ability to liaise with all levels of the firm and people with different experiences and backgrounds + ∙ Sense of urgency and understanding of break escalation + ∙ Ability to contribute to AI transformation within the Payments process. + ∙ Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate **Desired Qualifications:** + ∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions + ∙ Excels in working among diverse viewpoints to determine the best path forward + ∙ Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner + ∙ Commitment to challenging the status quo and promoting positive change. + ∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base + ∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world **Skills:** + Attention to Detail + Critical Thinking + Data Collection and Entry + Recording/Organizing Information + Research + Fraud Management + Interpret Relevant Laws, Rules, and Regulations + Problem Solving + Quality Assurance + Risk Management + Adaptability + Customer and Client Focus + Prioritization + Result Orientation + Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. **LOB Description:** Senior point of contact for AMRS based clients for fixed income trades processing related queries. Primary responsibility will be confirmation, allocation, and settlement of US Fixed Income products. Applicant must be on hand to offer premium client service and manage the relationships between our clients and fixed income trading desks. Up to date industry knowledge on key initiatives and developments within the fixed income market is essential. Additionally, the candidate will be responsible for: + Resolution and escalation of matched and unmatched fixed income trades for AMRS settling in domestic markets. + Timely response to client queries regarding the confirmation, allocation and settlement of their trades. + Liaising with other internal departments to ensure timely settlement of client trades. + Involvement in ad hoc projects for new processes or industry initiatives. + Keeping up to date client contacts and maintaining current client relationships. + Open and maintain client accounts as needed to ensure timely allocation and settlement of fixed income transactions. **Responsibilities:** + Maintains accuracy of client portfolio using internal and external comparison tools + Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling + Explores methods to enhance processes, further reduce risks, and boost client experience + Partners with colleagues on the trade and sales support teams, as well as external agents + Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting + Escalates potential risks and exposures to manager in a timely manner + Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions **Required Qualifications:** + 1-3 years of client servicing experience + 1-3 years of capital markets experience + Must be client focused with proven track record of excellent communications and interpersonal skills. + Ability to successfully navigate a complex global markets processing structure. + Must be self-motivated and able to work independently or as part of team. + Must be able to operate successfully in a fast paced environment and manage competing priorities. + Must be ready to train new hires when called upon. **Desired Qualifications:** + Previous experience in a client facing role. + Fixed Income industry knowledge + Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions + Excels in working among diverse viewpoints to determine the best path forward + Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner + Commitment to challenging the status quo and promoting positive change. + Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base + Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world **Skills:** + Attention to Detail + Critical Thinking + Data Collection and Entry + Recording/Organizing Information + Research + Fraud Management + Interpret Relevant Laws, Rules, and Regulations + Problem Solving + Quality Assurance + Risk Management + Adaptability + Customer and Client Focus + Prioritization + Result Orientation + Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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 providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. LOB Description: The successful candidate will work closely with the Prime Broker business as well as other lines of businesses such as Global Wealth and Investment Management to complete manual processing of payments (wires) and journal entries to ensure books and records are accurately reflected as per business requests. The associate will perform research on wire payments to resolve payment queries, and complete manual Office of Foreign Assets Control (OFAC) sanctions scanning as needed. Any breaks as a result of the payment process will be investigated and remediated by the associate. The associate will be involved in the wire approval process as well as monitoring various team inboxes to ensure completeness. There will also be an opportunity to be involved in enterprise wide payments initiatives to automate, simplify and improve the team processes. In addition to the businesses, the candidate will work closely with Back Office, Technology, and other support partners. The candidate will need to have a high sense of urgency, ability to multi-task and communicate effectively. Successful candidate will display a passion for leveraging data and emerging technologies including AI such as Copilot, and advanced analytics to enhance operational efficiency and drive innovation is highly desirable. Familiarity with data analysis tools, automation techniques, and AI-driven solutions will be considered a strong advantage. Responsibilities: Maintains accuracy of client portfolio using internal and external comparison tools Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling Explores methods to enhance processes, further reduce risks, and boost client experience Partners with colleagues on the trade and sales support teams, as well as external agents Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting Escalates potential risks and exposures to manager in a timely manner Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions Required Qualifications: ∙ Presentable, confident and client focused. ∙ Excellent communications skills ∙ Ability to multi-task and manage time wisely ∙ High Attention to Detail ∙ Ability to work under pressure in a team environment ∙ Ability to liaise with all levels of the firm and people with different experiences and backgrounds ∙ Sense of urgency and understanding of break escalation ∙ Ability to contribute to AI transformation within the Payments process. ∙ Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate Desired Qualifications: ∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions ∙ Excels in working among diverse viewpoints to determine the best path forward ∙ Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner ∙ Commitment to challenging the status quo and promoting positive change. ∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base ∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world Skills: Attention to Detail Critical Thinking Data Collection and Entry Recording/Organizing Information Research Fraud Management Interpret Relevant Laws, Rules, and Regulations Problem Solving Quality Assurance Risk Management Adaptability Customer and Client Focus Prioritization Result Orientation Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

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 providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. LOB Description: Senior point of contact for AMRS based clients for fixed income trades processing related queries. Primary responsibility will be confirmation, allocation, and settlement of US Fixed Income products. Applicant must be on hand to offer premium client service and manage the relationships between our clients and fixed income trading desks. Up to date industry knowledge on key initiatives and developments within the fixed income market is essential. Additionally, the candidate will be responsible for: Resolution and escalation of matched and unmatched fixed income trades for AMRS settling in domestic markets. Timely response to client queries regarding the confirmation, allocation and settlement of their trades. Liaising with other internal departments to ensure timely settlement of client trades. Involvement in ad hoc projects for new processes or industry initiatives. Keeping up to date client contacts and maintaining current client relationships. Open and maintain client accounts as needed to ensure timely allocation and settlement of fixed income transactions. Responsibilities: Maintains accuracy of client portfolio using internal and external comparison tools Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling Explores methods to enhance processes, further reduce risks, and boost client experience Partners with colleagues on the trade and sales support teams, as well as external agents Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting Escalates potential risks and exposures to manager in a timely manner Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions Required Qualifications: 1-3 years of client servicing experience 1-3 years of capital markets experience Must be client focused with proven track record of excellent communications and interpersonal skills. Ability to successfully navigate a complex global markets processing structure. Must be self-motivated and able to work independently or as part of team. Must be able to operate successfully in a fast paced environment and manage competing priorities. Must be ready to train new hires when called upon. Desired Qualifications: Previous experience in a client facing role. Fixed Income industry knowledge Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions Excels in working among diverse viewpoints to determine the best path forward Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner Commitment to challenging the status quo and promoting positive change. Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world Skills: Attention to Detail Critical Thinking Data Collection and Entry Recording/Organizing Information Research Fraud Management Interpret Relevant Laws, Rules, and Regulations Problem Solving Quality Assurance Risk Management Adaptability Customer and Client Focus Prioritization Result Orientation Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

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 being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include performing initial investigations, mitigating impacts through routines and engaging in triages, responding to user requests, and working with technology teams to identify, troubleshoot, 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. Overview: The Production Operations Specialist is the first point of contact for users as it relates to requests or a failure of a service; as well as being responsible for maintaining the stability for a portfolio of applications. This role will work closely with users and other technology teams to identify, troubleshoot, and resolve issues. This role may perform initial investigation, take direct action mitigate impacts whenever possible through established routines, participate in tri ages, and respond to requests from users. This role may be responsible for providing end to end management of application access services. The role follows well defined Standard Operating Procedures (SOPs) and may propose changes to monitoring, alerting and configuration to improve the service levels and works closely with respective subject matter experts. Responsibilities: Monitors and supports application components and related infrastructure, acts as the first point of contact for users, and responds to alerts regarding potential production incidents Interprets and monitors dashboards, tools, and reports in order to proactively identify and address potential issues prior to production impact, escalating issues to senior team members or subject matter experts as needed Performs environment routing and cycling, implements splash pages, and conducts user ID administration access provisioning/deprovisioning (additions, modifications, deletions) for applications Works with technical partners to generate status updates, create technical detail for awareness communications, such as infrastructure, application and client impact, and component points of failure, and schedules follow up meetings Partners with change and release teams to support implementations and proactively identify potential issues resulting from changes Tracks incidents and requests in a defined system, executes procedures reliably, fulfills requests from business users and operations, and escalates issues as needed to solve incidents quickly Keeps operational procedures updated and provides data that adheres to documentation requirements and audits Provide 24 x 7 first point of contact for users, monitoring and support of application components and related infrastructure Respond to alerts regarding potential production incidents Perform analysis using monitoring tools and reports in order to proactively identify and address potential issues prior to production impact. Interprets monitors and dashboards Escalate to senior members of team OR subject matter experts (SMEs) as needed for issue resolution Perform environment routing, cycling, and implementation of splash pages Partner with change and release teams to support implementations and proactively identify potential issues resulting from changes Perform user ID administration access provisioning / de provisioning (additions, modifications, deletions) for applications Fulfill requests from business users and operations Track Incidents and requests in a defined system Capture knowledge to keep operational procedures updated Provide data and adhere to documentation requirements and audits Execute procedures reliably and escalate appropriately to solve incidents quickly Work with technical partners to generate status updates and technical detail for awareness communications and schedule reconvene follow ups Required Skills 2+ years of experience in WebSphere troubleshooting in Linux, networking and following applications from login to activation Unix background and experience supporting Java applications on a WebSphere platform Proven leadership skills with record of excellent workmanship, dedication, and ownership LEADS BY EXAMPLE, others look to you for expertise PROACTIVE TEAM MEMBER with a history of leading, implementing and documenting process improvements and automation SELF-STARTER with the ability to multi-task and prioritize workload The ability to COMMUNICATE CLEARLY and effectively (Verbally and Written) with the business and teammates Be flexible in providing occasional on-call rotational support, including off-hours and weekends Desired Skills Bachelor's degree preferably in a Computer Science or related field Working experience on UNIX Application Environments: WebSphere, JBOSS, etc. Understanding of web application architecture Ability to troubleshoot and analyze issues with failed deployments Good Database experience - Comfortable using/understanding SQL Skills: Adaptability Analytical Thinking Influence Production Support Risk Management Collaboration Result Orientation Solution Delivery Process Business Acumen Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130) Pay and benefits information Pay range$80,700.00 - $128,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking an Institutional Investment Operations Specialist within our Trade Support team as a part of our Corporate Investment Banking (CIB) Operations Division. This role supports internal and external Fixed Income clients by ensuring timely, accurate, and well‑controlled post‑trade operations. Responsibilities include managing operational risk and overseeing key trade‑lifecycle activities such as trade matching, allocation, confirmation, and affirmation. The ideal candidate will exercise sound judgment within established policies and procedures while driving process improvements in partnership with key stakeholders. A sound understanding of operational controls, regulatory requirements, and compliance standards is essential. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: * Support pre‑settlement activities, including trade matching, allocation, confirmation, affirmation, break mitigation, and trade/account reconciliation * Investigate and resolve trade breaks and discrepancies in a timely manner * Collaborate with internal teams (Operations, Technology, Trade Capture, Sales & Trading) and external counterparties (Investment Managers, Custodians, Brokers, Application Support) to resolve complex issues * Participate in lifecycle support for institutional trade initiatives and projects * Identify and recommend process improvements to enhance efficiency and reduce operational risk * Exercise independent judgment while consulting with peers and managers to achieve operational goals * Maintain accurate records and ensure adherence to regulatory requirements and internal standards * Serve as a point of contact for stakeholders, providing clear and professional communication Required Qualifications: * 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Proficient understanding of trade lifecycle processes and pre-settlement activities * Experience with institutional trade processing systems (e.g. DTCC, CTM, ALERT, Broadridge, or similar platforms) * Knowledge of industry regulations and best practices related to trade settlement * Ability to manage multiple priorities in a fast-paced environment * Demonstrated ability to identify and implement process improvements * Proficiency in Microsoft Office Suite (Excel, Word, Outlook) * Excellent analytical and problem-solving skills with attention to detail * Ability to work independently and in a team environment * Sound verbal and written communication skills Primary Posting Location: * 1525 W W T Harris Blvd, Charlotte, North Carolina 28262-8522 Job Expectations: * This position offers a hybrid work schedule at the posted locations listed. * Shift flexibility, including availability to work occasional weekends and select holidays for testing and foreign currency markets. * Relocation assistance is not available for this position. * Visa Sponsorship not available for this position. Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; foreign exchange, rates and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting End Date: 22 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.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Franklin Street Partners Operations Specialist delivers quality day-to-day investment operations related responsibilities including cash movement, income transactions, bond trading, client reporting and investment reporting. The Operations Specialist will liaise with numerous stakeholders, to ensure our clients receive timely, high-quality, and compliant documentation and service execution. The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsibilities may include: Cashiering + Process wires, check requests, EFT's as requested on a daily basis. + Enter all the details for client deposits via check or wire. + Scan all paperwork related to each transaction and save it in the electronic document storage system. + Prepare stock gift transactions and letters to clients to provide the details of the transactions + Post income into our systems for held away assets. + Special reporting for clients on an as needed basis. + Manage the process for quarterly mailing of client statements. + Support Front Desk coverage, as needed. + Special projects, as needed. New / Closing Account Activities + Open/verify new accounts in APX + Maintain transfer list to keep relationship managers up to date on account transfers + Process incoming and outgoing account transfers + Reconcile assets received vs. prior custodian statements + Obtain cost basis prior to account acceptance and transfer + Troubleshoot issues with transfers between custodians + Monitor account closings & transfers + Make all changes to APX with internal transfers SUPERVISORY RESPONSIBILITIES: None MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + 3+ year's relevant experience + High school diploma or equivalent. College degree preferred. + Experience with Microsoft office products, such as Word, Excel, PowerPoint and Outlook + Knowledge of Advent Portfolio Exchange (APX) preferred + Acquired understanding of company policies, procedures, and operations + Knowledge of the firms businesses and the related industry economics + Ability to multi-task and work well under pressure + Excellent customer service and problem resolution skills + Ability to work efficiently with a low margin of error + Excellent verbal and written communication skills + Effective customer relations both internal and external WORKING CONDITIONS: + Normal office environment with little exposure to dust, noise, temperature and the like. + Extended viewing of CRT screen. Franklin Street Partners Operations Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Chapel Hill, North Carolina 27517 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Franklin Street Partners Operations Specialist delivers quality day-to-day investment operations related responsibilities including cash movement, income transactions, bond trading, client reporting and investment reporting. The Operations Specialist will liaise with numerous stakeholders, to ensure our clients receive timely, high-quality, and compliant documentation and service execution. The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsibilities may include: Cashiering Process wires, check requests, EFT's as requested on a daily basis. Enter all the details for client deposits via check or wire. Scan all paperwork related to each transaction and save it in the electronic document storage system. Prepare stock gift transactions and letters to clients to provide the details of the transactions Post income into our systems for held away assets. Special reporting for clients on an as needed basis. Manage the process for quarterly mailing of client statements. Support Front Desk coverage, as needed. Special projects, as needed. New / Closing Account Activities Open/verify new accounts in APX Maintain transfer list to keep relationship managers up to date on account transfers Process incoming and outgoing account transfers Reconcile assets received vs. prior custodian statements Obtain cost basis prior to account acceptance and transfer Troubleshoot issues with transfers between custodians Monitor account closings & transfers Make all changes to APX with internal transfers SUPERVISORY RESPONSIBILITIES: None MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: 3+ year's relevant experience High school diploma or equivalent. College degree preferred. Experience with Microsoft office products, such as Word, Excel, PowerPoint and Outlook Knowledge of Advent Portfolio Exchange (APX) preferred Acquired understanding of company policies, procedures, and operations Knowledge of the firms businesses and the related industry economics Ability to multi-task and work well under pressure Excellent customer service and problem resolution skills Ability to work efficiently with a low margin of error Excellent verbal and written communication skills Effective customer relations both internal and external WORKING CONDITIONS: Normal office environment with little exposure to dust, noise, temperature and the like. Extended viewing of CRT screen. Franklin Street Partners Operations Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Chapel Hill, North Carolina 27517 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.