Financial Systems and Operations Administrator
Fulton Financial Corporation job in Columbia, MD
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a full-time, hybrid career opportunity based out of our Corporate Headquarters location in Lancaster, PA.
The primary responsibilities of this role are to lead financial systems processing activities, serve as a functional expert of the systems, identify and implement process improvement and support automation efforts. The incumbent in this role will provide system support, troubleshoot issues, and collaborate with Finance and IT teams to maintain and enhance system performance.
Responsibilities
* Lead financial systems processing activities, including daily and monthly GL Postings, data migration, validation and purge activities, perform troubleshooting and issue resolution, and complete selective maintenance reviews in accordance with Sarbanes-Oxley (SOX) controls and procedures.
* Serve as functional financial systems expert on all finance applications including or similar to Prologue, Essbase and BlackLine.
* Create and maintain accounts and reports for financial reporting, consistent with requirements from accounting and in accordance with change management standards.
* Create and execute systems testing in support of upgrades and implementations, review all new release documentations, identify potential issues and make recommendations for solutions, engage internal and external stakeholders, report testing results to management.
* Partner with Accounting to help generate specific reporting for SEC, FRB and FDIC reporting, including the weekly FR2900, weekly FR2644, quarterly call report and quarterly Y-9. Assist in the preparation and delivery of period reports to the Board of Directors.
* Identify and implement business process improvements that enable automation, increase productivity, streamline processes, promote efficiencies and reduce technical complexity.
* Evaluate project-related requests by thoroughly analyzing information, coordinating across people, processes, systems, and technologies, and making informed strategic decisions on scope, impact, policies, and implementation plans.
* Develop, document and maintain internal controls and procedures with internal requirements and regulatory compliance (SOX). Assist manager in making sure all documented procedures and controls are current.
* Develop strong working relationships with accounting and finance teams to gain additional insights for analysis and data validation and understand evolving information needs.
* Provide technical support to financial systems end users, develop and maintain training materials, user updates and bulletins, resolve technical issues or escalate as required.
* Ensure the documentation of systems and financial processes is properly developed and maintained.
Additional Responsibilities
* Act as a consultant on more complex projects providing system expertise and process related support.
* Assist and support the Finance team with enhancements to monthly close processes/procedures; prioritize requests to support the team.
* Troubleshoot technical issues and diagnose data quality issues by drilling down complex data structures to extract the root cause.
* Actively contribute to strategic projects that may have a significant impact to the business.
Qualifications
Education
Bachelor's Degree or the equivalent experience. Specialty: Accounting, Computer Science, or other applicable. (Required)
Experience
3 or more years Accounting operations or systems. (Required)
1 or more years Accounting. (Preferred)
Knowledge, Skills, and Abilities
* Detail-oriented and highly analytical with proven ability to problem-solve (Required)
* Possess strong communication skills, with the ability to convey information clearly (Required)
* Advocate of a data-driven culture with a strong commitment to data integrity and quality, promoting informed decision-making across the organization (Required)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The salary range for this position is $63,000.00 - $105,000.00 annually.
Additional Compensation Components
This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement
Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Auto-ApplySenior Commercial Real Estate Relationship Manager
Fulton Bank job in Washington, DC
Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a onsite or hybrid career opportunity with a Fulton Bank work location in DMV or Richmond, VA.
Contribute to the profitability and growth of Fulton's commercial banking by building, developing and managing new and existing Commercial Real Estate client relationships. Coordinate loan, deposit and fee income products and services appropriate to the needs of the client. Seek opportunities to network and develop key centers of influence. Identify and successfully capitalize on cross-sell opportunities with bank partners. Achieve and surpass established sales goals within risk tolerance constraints. Assumes responsibility for highly complex activity for commercial banking.
Responsibilities
Identify, source and develop prospective Commercial Real Estate customers with lending, deposit and other financial service needs. Share the Fulton story and showcase the bank's products, services, and employees. Identify new loan, deposit and other financial service opportunities within existing client base during regular client meetings.
Source opportunity, negotiate mutually agreeable terms, navigate the credit underwriting and approval process, document the loan and execute the closing.
Remain close to customer and cooperatively counsel them to support business goals. Understand client's business model and cash flow. Serve as their primary contact for banking needs. Provide annual relationship reviews to understand client's needs and future plans in order to identify appropriate loan, deposit or other financial service opportunities.
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Fulton resources and materials to develop business network and prospects.
Sustain long term relationships with a vast network of strategic partnerships across the region.
Increase comprehensive understanding of current commercial products offered in the market and keep informed of all relevant industry trends and practices.
Lead community events and expand involvement in community affairs and other centers of influence to promote the bank's image.
Focus on driving continual improvement in portfolio revenue growth and new production revenue. Achieve and surpass established sales goals within risk tolerance constraints.
Foster a collaborative team approach with Fulton Partners and Retail Relationship Managers to enhance client relationships. Exemplify the delivery of a superior customer experience. Participate in joint calling efforts for existing and prospective customers with Retail Relationship Managers, Fulton Partners and Senior Leadership.
Keep sales platform consistently updated and uses the platform for client and opportunity coordination. Remain current on new tools that improve efficiency.
Ensure credit review and risk rating practices are continuous, complete and accurate. Gather and review all required financial and related company, industry, management data to monitor ongoing credit worthiness and risk rating accuracy. Monitor management reports to address line reaffirmations, loan maturities, delinquencies, and exceptions.
Contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation.
Establish action plans for troubled credits and/or work with Special Assets Department to resolve problem loans in an efficient manner to protect the bank's investment.
Complete timely resolution to loan documentation and technical exceptions. Stay compliant with all regulatory and bank risk compliance matters.
Provides mentoring and guidance to less seasoned Commercial Bankers.
Additional Responsibilities
Requires business knowledge of Commercial Real Estate.
Qualifications Education
Bachelor's Degree or the equivalent experience. Specialty: business management, finance, accounting or similar. (Required)
Experience
9 or more years Commercial Credit, Commercial banking, and Commercial Real Estate Relationship Management experience. (Required)
4 or more years managing a large and Commercial Real Estate complex portfolio of clients. (Required)
Knowledge, Skills, and Abilities
Knowledge of diverse types of businesses, industries, markets, financial and economic concepts. (Required)
Proven results in establishing new business relationships and retaining/growing existing business relationships. (Required)
Self-directed ability using sound judgment and to navigate ambiguity to get things done. (Required)
Proven success in leading strategic initiatives with ability to lead cross-functional teams, using advanced financial analysis skills. (Required)
Strong command of credit and risk principles, mitigates, and banking policies/procedures. (Required)
Excellent negotiation skills, demonstrated ability to influence others to achieve desired outcomes and leveraging technology to interact with clients effectively and efficiently. (Required)
Excellent verbal and written communication skills demonstrated with individuals at all levels, internally and externally. (Required)
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines. (Required)
Ability to balance needs of clients with associated risks and interests of the company. (Required)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The salary range for this position is $139,300.00 - $232,200.00 annually.
Additional Compensation Components
This job is eligible to receive equity in the form of restricted stock units. This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Auto-Apply2026 US Graduate Leadership Program
Washington, DC job
Role Type: Masters and Advanced Degrees Hours: 40 Pay Details: $140,000 - $160,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Depth & Scope:
* Requires substantial knowledge / expertise in a complex field and knowledge of broader related areas
* Integrates knowledge of the organization's sub-functions or business line's overarching strategy in developing solutions across multiple functions or operations
* Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes or services
* Acts as a technical expert / lead integrating cross-function understanding within their own field of specialty; may manage team(s) of related specialists
* Leads cross-functional teams or projects with significant resource requirements, risk and/or complexity
* Independently manages end-to-end functional programs
* Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions
* Uses sophisticated analytical thought to exercise judgement and identify solutions
* Impacts the achievement of sub-function or business line objectives within the area they are accountable for
* Work is guided by policies and industry standards/methods
* Communicates difficult concepts; converts information to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders
* Works autonomously as the lead and guides others within area of expertise
Education & Experience:
* Graduate Degree in related field
* Recent (within the last 2 years) MBA graduate with technically focused Undergraduate degree (i.e., STEM), OR Recent technically focused Master's graduate (i.e., Analytics, Innovation, Digital area, etc.) with business Undergraduate degree
* 3+ years of relevant professional experience
* Demonstrated leadership experience, a history of delivering strong results, and high aspirations and motivation for career progression to senior leadership roles
Customer Accountabilities:
* Completes business objectives set together with leadership as outlined at the start of the program
* Develops detailed, accurate, and timely research and reporting supported by insightful commentary
* Conducts internal and external research projects; support the development / delivery of presentations / communications to management or broader audience
* Conducts meaningful analysis at the functional or broader organizational level using results to draw conclusions, make recommendations, assess the effectiveness of programs / policies / practices
* Identifies/implements process improvements to automate, streamline, and increase analysis and decisions
* Represents business on cross-functional/cross-product working groups, projects, and forums
* Works with key business partners on strategic initiatives
* Liaisons between internal stakeholders and external advisors, where appropriate
* Manages and prioritizes multiple projects, working with discretion and confidentiality
* Advises and presents senior management and influence decisions
* Invests in personal development and growth
* May be customer/client facing, and may be required to provide solutions for escalated inquiries or concerns
Shareholder Accountabilities:
* Adheres to organizational frameworks or methodologies that relate to activities for our business area
* Ensures respective programs / policies / practices are well managed, meets business needs / priorities, and complies with internal/external requirements
* Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
* Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
* Protects the interests of the organization - identifies and manages risks, and escalates non-standard, high risk activities as necessary
* Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations
* Monitors service, productivity and assesses efficiency levels within own function and implement continuous process/performance improvements
* Leads / facilitates and/or implement actions / remediation plans to address performance / risk / governance issues
* Actively manages relationships within and across various business lines, corporate and/or control functions and ensure alignment with organizational and/or regulatory requirements
* Keeps abreast of emerging issues / trends and evolving regulatory climate, and assesses potential impacts
* Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
Employee/Team Accountabilities:
* Participates fully as a member of the team, support a positive work environment that promotes service to the business, innovation, and teamwork and ensure timely communication of issues / points of interest
* Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
* Remains current on trends, and grow knowledge of the business, related tools, technology and techniques
* Committed to curiosity and a growth mindset and a hunger to innovate with purpose
* Participates in personal performance management and development activities, including cross training within own team
* Keeps others informed and up to date about the status / progress of projects and /or all relevant or useful information related to day-to-day activities
* Contributes to team development of skills / capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
* Leads, motivates and develops relationships with internal and external business partners / stakeholders
* Contributes to a fair, positive and equitable environment that supports a diverse workforce
* Acts as a brand ambassador for your business area/function and the bank, internally and externally
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyMerrill Market Client Relationship Manager
Washington, DC job
Washington, District of Columbia **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 (*****************************************************************************************************************
**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
**Responsibilities:**
+ Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
+ Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
+ Oversees the client service experience and reviews the approval of new client accounts
+ Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Specific responsibilities include, but are not limited to:**
+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
+ Managing the branch's Wealth Management Client Associates and Service Support Staff
+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
+ Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
+ Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
+ Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
+ Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
**Required Qualifications:**
+ Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
+ Minimum of 5+ years professional experience
**Key Qualifications for the role:**
+ Current or previous Merrill Wealth Management experience strongly preferred
+ Self-motivated and client centric
+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
+ Prior trend analysis experience
+ Strong customer service and communication skills
+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
**Desired Qualifications:**
+ Bachelor's degree or equivalent work experience
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Skills:**
+ Compensation Analysis
+ Performance Management
+ Process Performance Management
+ Referral Management
+ Workforce Planning
+ Due Diligence
+ Internal Audit Review
+ Leadership Development
+ Recruiting
+ Risk Management
+ Client Management
+ Customer Service Management
+ Employee Counseling
+ Succession Planning
+ Trade Operations Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
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.
To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** .
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.
Sales and Service Specialist
Fulton Financial Corporation job in Frederick, MD
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a full-time career opportunity (approximately 40 hours per week) based out of our Westview Corner financial center in Frederick, MD. Must be available to be scheduled around branch operation hours (no Sundays).
Responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. Provide customers with a one stop experience to fulfill all of their financial needs from account opening and maintenance to processing transactions. Focus on customer-centric conversations to deepen relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer's service experience and achieve their financial goals. Time spent in various aspects of this universal role will vary depending upon Financial Center traffic and customer needs.
Responsibilities
* Assist clients with teller transactions accurately and in accordance with bank policy and procedure.
* Drive proactive sales/referral conversations through internal and outbound interactions including outbound calling, appointment setting, and effective lobby engagement.
* Advance personal knowledge of sales techniques and utilize the CRM (Customer Relationship Management) system and other resources to foster relationship building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships.
* Provide ongoing support to customers regarding products and services. Open new accounts, perform customer maintenance requests, assist with operational activities and responsibilities, and maintain flexibility between performing sales and teller transactions.
* Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
* Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.
Qualifications
Education
High School Diploma or equivalent. (Required)
Experience
1 or more years customer service or sales experience. (Required)
6 to 12 months cash handling experience. (Preferred)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The hourly rate for this position is $18.25 - $28.61.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement
Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Auto-ApplyManual Ethical Hacker
Washington, DC job
Denver, Colorado;Seattle, Washington; Addison, Texas; Jersey City, New Jersey; Boston, Massachusetts; Charlotte, North Carolina; Washington, District of Columbia; Jacksonville, Florida; Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.**
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Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Job Description:**
Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity.
This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business.
Key Responsibilities in order of importance:
+ Perform assigned analysis of internal and external threats on information systems and predict future threat behavior
+ Incorporate threat actors' tactics, techniques, and procedures into offensive security testing
+ Perform assessments of the security, effectiveness, and practicality of multiple technology systems
+ Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security.
+ Prepare and present detailed technical information for various media including documents, reports, and notifications
+ Provide clear and practical advice regarding managed risks
+ Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills
Required Skills:
+ Minimum of 4 years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment
+ Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services
+ SQL injection/XSS attack without the use of tools
+ Experience performing manual code reviews for security relevant issues
+ Experience working with SAST tools to identify vulnerabilities
+ Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings
+ Experience performing manual web application assessments i.e., must be able to simulate a
+ Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies)
+ Experience with vulnerability assessment tools and penetration testing techniques
+ Solid programming/debugging skills
+ Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map
+ Threat Analysis
+ Innovative Thinking
+ Technology Systems Assessment
+ Technical Documentation
+ Advisory
Desired:
+ CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar
+ Strong programming/scripting skills
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
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.
To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** .
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.
2026 Investment Banking Summer Associate Program (Washington D.C.) - Early Careers
Washington, DC job
2026 Investment Banking Summer Associate
Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500.
A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment.
What to Expect
The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling.
Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include:
Building valuation models and supporting transaction execution
Conducting company and industry research
Preparing client materials and pitch presentations
Participating in diligence sessions, client meetings, and internal discussions
Collaborating with senior bankers on engagements across sectors and geographies
Supporting the development of junior team members
Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development.
Is This Program Right for You?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required Qualifications
2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
Desired Qualifications
MBA with an expected graduation date of December 2026 to June 2027
Strong verbal and written communication skills
Ability to operate effectively both independently and in teams
Advanced Microsoft Office (Excel, PowerPoint, Word) skills
Track record of leadership or involvement in professional or academic initiatives
Program Locations
Positions are available in Washington, D.C.
Pay Range:
Washington, D.C.: $175,000 Yearly
This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 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.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$138,500.00 - $287,600.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
31 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Teller
Fulton Financial Corporation job in Clinton, MD
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a full-time career opportunity (approximately 40 hours per week) based out of our financial center in Clinton, MD (Prince George's County). Must be available to be scheduled around branch operation hours (no Sundays).
Responsible for providing an exceptional Financial Center customer experience with passion and enthusiasm while facilitating customer transactions and the referral of bank products and services. Actively promote banking solutions to enhance a customer's service experience and achieve their financial goals. Assist with operational activities and responsibilities
Responsibilities
* Assist clients with teller transactions accurately and in accordance with bank policy and procedure.
* Accountable for the referral of products and services at the Financial Center. Recognize, demonstrate, and follow through on referral opportunities. Foster relationship building conversations with customers to ensure appropriate products/services are offered and customer needs are met.
* Manage risk by maintaining compliance with applicable regulations, and Fulton policy and procedure to include operational, security and settlement procedures. Use sound judgment to identify and mitigate loss.
* Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.
Qualifications
Education
High School Diploma or equivalent. (Preferred)
Experience
6 to 12 months customer service experience. (Required)
6 to 12 months cash handling experience. (Preferred)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The hourly rate for this position is $17.25 - $23.56.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement
Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Auto-ApplySenior Wealth Management Banking Coordinator (SAFE)
Roanoke, VA job
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 a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. Learn more areas and lines of business at wellsfargojobs.com.
In this role, you will:
* Support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities
* Assist in providing service to Private Banking client relationships
* Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
* Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over basic accounts
* Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
* Research and resolve operational issues related to complex accounts
* Work with centers, offices, and stores to execute daily transactions for bankers in sales and credit support
* Interpret policies, procedures, and compliance requirements
* Potentially provide work direction and training to less experienced associates
* Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
* Interact with internal customers
* Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience in Wealth Management/Private Banking
* Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, KYC's and TE's.
* Experience in a support role within a banking and trust environment
* Experience interpreting policies, procedures, and compliance requirements
* Knowledge of how to interpret trust documents and business formation documents
* Ability to develop and manage clients and business relationships
* Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information in SVP, Client link, TMT, DIPR.
* Ability to take initiative with work independently with minimal supervision in a structured environment
* Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
* Excellent verbal, written, and interpersonal communication skills
* Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
* Strong telephone etiquette skills
* Strong attention to detail and accuracy skills
* Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
* Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Job Expectations:
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (********************************************************* the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* Specific compliance policies may apply regarding outside activities and/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:
13 Nov 2025
* 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.
Senior Manager Fraud Risk Management
Fulton Financial Corporation job in Columbia, MD
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a full-time career opportunity that can be remote within the Fulton Bank footprint as follows: DC, DE, MD, NJ, PA, VA.
The primary responsibility of this position is to direct the operations and staff of the Corporate Fraud Risk Group, develop and implement group strategy, prioritize, manage and deploy resources, evaluate program effectiveness and make remedial recommendations and plans.Fraud Risk Management's purpose is to recognize, prevent and mitigate fraud risk across the company footprint through the development and implementation of business monitoring protocols, and increase fraud awareness and education within the employee and customer population. Monitor and investigate unusual or suspicious activities, assess, benchmark, analyze and report on existing and potential risks, recommend mitigation strategies, determine liability and implement internal controls and monitoring. Fraud Risk Management must also ensure that FFC's corporate and affiliate activities remain in compliance with numerous applicable banking/fraud/exploitation related regulations.
Responsibilities
* Plan, manage and evaluate the work of direct staff and subordinate managers, establish strategic and operational goals and objectives, provide coaching and development, partner with Human Resources to resolve direct and escalated employment matters
* Develop and manage the departmental budget, including staffing, systems, vendors and other operational costs, ensure adherence to internal controls, processes and procedures
* Direct work teams in the effective delivery of fraud detection, prevention and mitigation services across all business units and within the customer population, investigation, prosecution and recovery efforts and compliance to applicable rules and regulations
* Promote and participate in broader business, corporate and industry initiatives, serve on advisory and oversight panels, contribute to the development of department and business unit strategy, foster an environment of constant improvement
Qualifications
Education
Bachelor's Degree or the equivalent experience. Specialty: Business, Criminal Justice or other applicable. (Required)
Experience
10 or more years Fraud Prevention in Financial Services. (Required)
Certifications
Certified Fraud Examiner (CFE) or Certified Financial Crimes Investigator (CFCI). (Required)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The salary range for this position is $111,100.00 - $185,100.00 annually.
Additional Compensation Components
This job is eligible to receive equity in the form of restricted stock units. This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement
Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Auto-ApplyFinancial Center Supervisor
Fulton Bank job in Chesapeake, VA
Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a full-time career opportunity (approximately 40 hours per week) based out of our Hanbury Village financial center in Chesapeake, VA. Must be available to be scheduled around branch operation hours (no Sundays).
Responsible for providing an exceptional financial center customer experience by handling every customer need from service to sales with passion and enthusiasm. Focus on customer-centric conversations to deepen relationships and be a trusted advisor. Be a role model and leader in the center. Oversee financial center operations while adhering to all compliance and risk policies and procedures. Coach and mentor team members to ensure team and individual goals are achieved.
Responsibilities
Drive proactive sales conversations by engaging in outbound calls, handling inbound contact center inquiries, scheduling appointments, and actively engaging customers in the lobby with a goal of identifying sales opportunities and converting them into tangible outcomes.
Maintaining sound risk and compliance practices by ensuring the financial center operates within the parameters of applicable regulations and company policies. Play a key role in managing risk by ensuring the team's adherence to regulatory standards while exercising sound judgment within established parameters.
Utilize the CRM (Customer Relationship Management) system and other resources to foster relationship-building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships. Advance personal knowledge of sales techniques while developing team members to have the same CRM knowledge, usage, and adoption.
Contribute to teambuilding and performance excellence in the financial center by collaborating closely with the Financial Center Manager, to assist in building and nurturing a high-performing team. This includes participating in the selection of top talent, facilitating seamless onboarding, providing ongoing coaching, and managing performance to achieve optimal results.
Actively participate in off-site networking events and community initiatives that will bolster our brand presence and strengthen ties within the local community, driving business growth opportunities.
Additional Responsibilities
May serve as a Notary Public for their financial center
Qualifications Education
High School Diploma or equivalent. Specialty: not applicable at this level. (Required)
Bachelor Degree or the equivalent experience. Specialty: Business or other applicable. (Preferred)
Experience
3 or more years related business or sales experience. (Required)
1 or more years supervisor or team leader. (Preferred)
Knowledge, Skills, and Abilities
Proactive and result oriented (Required)
Highly collaborative with Fulton partners and other team members (Required)
Excellent communication skills and ability to have needs-based conversations (Required)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The hourly rate for this position is $24.13 - $40.24.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
NMLS
This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.
EEO Statement Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Auto-ApplyMortgage Loan Officer - Outside Sales
Fulton Bank job in Washington, DC
Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a full-time, commissioned career opportunity that can be remote within our MD/DC/Northern VA market.
Works with prospective customers to assist them in identifying and securing a mortgage loan that is appropriate for their individual financial circumstances and is designed to help them achieve their financial goals, including home ownership. Spends 80% or more of working time outside of Fulton office locations building relationships and soliciting first mortgages with realtors, builders, accountants and other external referral sources to obtain mortgage loan applications. Requires employee to cultivate self-generated prospects to generate origination of mortgage loans.
Responsibilities
Develops and expands referral sources outside of Fulton Bank in order to solicit first mortgages and create a continual stream of origination volume. Maintains regular contact with Realtors in their offices and on site at open house events. Meets with builders on job sites to discuss lending options related to clients they have building homes. Regularly seeks opportunities to meet with developers. Participates in building and trade shows. Participates in mixers related to real estate where relationships can continue to be built and new ones can be developed. Maintains regular contact and meets with external centers of influence such as attorneys, accountants, and financial advisors.
Collects and analyzes applicant's financial information to determine whether the applicant and the property qualify for a particular loan. Interviews applicants and provides required information, including income, assets, investments, debt, credit history, prior bankruptcies, judgments, and liens, as well as characteristics of property and similar information. Identifies customer's needs in conjunction with customer's financial situation and evaluates those needs in relation to available financial products. Recommends the financial products which best meet the customer's specific needs after advising customer about the risks and benefits of the loan alternatives, including the options and advantages involved. Recommends terms and conditions of mortgage loans.
Engages in customer specific persuasive sales activity to encourage potential customers to do business with Fulton Mortgage Company.
Performs work related to the loans the employee originates. Obtains and analyzes pertinent financial and credit data. Follows current loans to ensure conformity with terms. Follows up with prospective customers via telephone and email communication. Completes paperwork related to the loans originated. Prepares materials needed to support loan activities. Attends company meetings as necessary. Ensures loan originations are in accordance with regulatory compliance. Ensures documentation is completed in accordance with regulatory compliance. Communicates with all applicable parties on an ongoing basis to ensure understanding of the mortgage lending process.
Qualifications Required Education
High School Diploma or equivalent.
Required Experience
1 or more years recent residential mortgage lending experience to include experience in the local market. Experience in the Fulton Mortgage Company Associate Mortgage Loan Officer Program may be accepted in lieu of 1 year required residential mortgage lending experience.
1 or more years proven ability to develop referral sources from contacts and relationships outside the organization.
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
This position is fully commissioned.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
NMLS
This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.
EEO Statement Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Auto-ApplyData and Reporting Financial Systems Analyst
Fulton Financial Corporation job in Columbia, MD
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a full-time career opportunity that can be remote within the Fulton Bank footprint as follows: DC, DE, MD, NJ, PA, VA.
The primary responsibilities of this role are to develop, implement, and support data analytics within Corporate Accounting Partners, and to participate in the creation and delivery of accurate and timely financial reporting. This role will analyze, model, and synthesize data from various sources into meaningful information the business can use for better decisions and to maximize output or outcomes. This role will also support the greater Financial Systems & Innovations team.
Responsibilities
* Conduct advanced research and data analysis by gathering, evaluating, and synthesizing complex information; deliver clear, actionable insights to support strategic decision-making.
* Identify and implement business process improvements that enable automation, increase productivity, streamline processes, promote efficiencies and reduce technical complexity.
* Develop highly engaging, interactive dashboards using Power BI to visualize complex data sets, highlight key trends, identify business opportunities, and support data-driven decision-making across stakeholders. Ensure dashboards are user-friendly, scalable, and aligned with business goals.
* Partner with accounting to configure reporting to help generate specific reporting for SEC, FRB and FDIC reporting, including the weekly FR2900, weekly FR2644, quarterly call report and quarterly Y-9. Assist in the preparation and delivery of period reports to the Board of Directors.
* Leverage subject matter expertise in financial reporting to ensure compliance with reporting requirements, manage end-to-end reporting processes, and identify necessary data to deliver accurate and comprehensive financial reports.
* Adhere to procedures and internal controls. Ensure that Sarbanes-Oxley controls are performed as documented. Assist manager in making sure all documented procedures and controls are current.
* Develop strong working relationships with Accounting and Finance teams to gain additional insights for analysis and data validation and understand their evolving information needs. Ensure the accuracy and integrity of data used by teams through validation and governance practices.
* Serve as the primary point of contact for the department's data needs, providing support for ad hoc data requests and analysis.
Additional Responsibilities
* Closely collaborate with the IT department
* Diagnose data quality issues by drilling down complex data structures to extract the root cause
* Ensure the documentation of financial reporting processes are properly developed and maintained
* Assist with system upgrade activities, including testing and documentation
Qualifications
Education
Bachelor's Degree or the equivalent experience. Specialty: Computer Science, Data Analytics, Business Administration, or similar field. (Required)
Experience
5 or more years data analysis and reporting. (Required)
3 or more years accounting experience. (Preferred)
3 or more years banking or financial services experience. (Preferred)
Knowledge, Skills, and Abilities
* Proficiency with SQL and Python programming (Required)
* Detail-oriented with a strong focus on data quality (Required)
* Demonstrated ability to leverage data strategically to drive outcomes and generate measurable business value (Required)
* Strong communication, storytelling, visualization, writing, presentations, and collaboration (Required)
* Advanced knowledge and experience researching, gathering, analyzing data, and summarizing results with proven ability providing actionable analysis for decision-making (Required)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The salary range for this position is $70,600.00 - $117,700.00 annually.
Additional Compensation Components
This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement
Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Auto-ApplyBusiness Banking Relationship Manager II
Fulton Financial Corporation job in Gaithersburg, MD
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a hybrid career opportunity covering the Washington D.C. and surrounding markets. Requires flexibility for frequent travel within assigned markets as needed. Additional in-market office locations may be an option depending on space availability.
A Business Banking Relationship Manager II plays a pivotal role in contributing to the profitability and growth of the Business Banking segment while building and maintaining strong relationships with new and existing business clients. Coordinate loan, deposit and fee income products and services that meet the needs of the customer. Collaborate closely with the Financial Center teams and Fulton partners to ensure seamless integration of services to both current and prospective clients. Seek opportunities to network and develop key centers of influence. Identify and successfully capitalize on cross-sell opportunities with bank partners. Achieve and surpass established sales goals with risk tolerance levels. Assumes responsibility for relatively complex activity and portfolio for Business Banking clients.
Responsibilities
* Identify, source and develop new business opportunities utilizing the Fulton sales strategies. Conduct thorough research to understand potential clients' needs, challenges, and financial goals. Develop and execute effective prospecting strategies to expand the client base. Apply advanced negotiation and relationship management skills along with the ability to analyze financial statements and assess risk.
* Build and maintain strong relationships with existing business clients, serving as their primary point of contact for all banking needs. Expand and identify new loan, deposit and other financial services opportunities within existing client base. Regularly engage with clients to understand their business mode, cash flow and evolving requirements to provide tailored financial solutions. Provide annual relationship reviews to understand client's needs and future plans. Serve as a trusted advisor and effectively counsel and make recommendations to help support their business objectives
* Focus on driving continuous improvement in portfolio revenue growth and nee production revenue. Achieve and surpass established sales goals within risk tolerance constraints.
* Analyze clients' financial situations and business operations to offer customized banking products and services. Provide counsel on cash management, financing options, investment opportunities, and other relevant financial matters. Collaborate with internal stakeholders and partners to deliver comprehensive solutions to clients.
* Monitor and assess the performance of the client portfolio, identifying opportunities for growth and risk mitigation. Proactively address any issues or concerns raised by clients, ensuring prompt resolution and high levels of satisfaction. Utilize CRM tools and other systems to maintain accurate records of client interactions and transactions.
* Adhere to all regulatory guidelines and internal policies governing business banking activities. Conduct thorough due diligence on new clients and ensure compliance with Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures. Mitigate risks associated with lending and financial transactions by implementing appropriate risk management practices.
* Sustain comprehensive understanding of current products offered in the market and keep informed of all relevant industry trends and practices.
* Cultivate relationships network of strategic partnerships across the region.
* Build knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
* Carries out a variety of business development activities to a identify bank prospects. Maintain a stable network of prospective customers with a consistent approach to calling.
Qualifications
Education
Bachelor's Degree or the equivalent experience. Specialty: Business Administration or related field. (Required)
Experience
6 or more years Business or Commercial Banking, Consumer Banking or Small Business Banking experience. (Required)
2 or more years Demonstrated Sales or Relationship Management Experience. (Required)
2 or more years Managing a complex portfolio of clients. (Required)
Knowledge, Skills, and Abilities
* .Excellent Communication and interpersonal skills, with ability to build rapport and trust with clients (Required)
* Proven results in establishing new business relationships and retaining/growing existing relationships. (Required)
* Proficiency in CRM software and leveraging technology to drive results. (Required)
* In-depth knowledge of Business Banking products and services and ability to analyze financial statements and assess risk. (Required)
* Excellent negotiation skills with demonstrated ability to influence others and achieve desired outcomes. Ability to leverage technology to interact with clients effectively and efficiently. (Required)
* Ability to balance needs of clients with associated risks and interests of the company. (Required)
* Proven track record of client acquisition and retention, the ability to execute on strategic plans and strong problem-solving skills. (Required)
* Highly collaborative, organized, and effective time management skills. (Required)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The salary range for this position is $111,100.00 - $185,100.00 annually.
Additional Compensation Components
This job is eligible to receive equity in the form of restricted stock units. This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement
Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Auto-ApplyGlobal Technology Summer Analyst 2026 - Software Engineer
Richmond, VA job
The Global Technology division manages the critical systems and platforms that form the backbone of the company's retail, commercial and institutional businesses, as well as key support functions around the world. We develop and deploy leading-edge technology in areas such as mobile and online banking, payments processing, technology infrastructure, cyber-security, risk and capital management and enterprise data management. Our mainframe environment is the third largest in the world.
Global Technology teams remain on the cutting edge of innovative learning through our focus on immersive technology. We were the first financial institution to offer a comprehensive set of tools leveraging technology like virtual reality, artificial intelligence and practice simulations within our financial centers. As a member of our team, you will use leading technology solutions and integrated platforms to ensure that our customers and clients can effectively manage their finances and bank with us anytime, anywhere.
Our Global Technology Summer Analyst Program provide you with a unique experience based on your interests, development opportunities and current business needs. Analyst positions support teams that work on the latest technology and emerging technical trends.
Our Program
The Summer program is a 10-week program designed to provide Summer Analysts with a unique opportunity to gain an exposure to life at Bank of America and also make significant contributions to the team. The Summer program begins with an in person week long orientation and induction to the firm with networking opportunities. (To prepare you for your Summer internship, you will attend an in-person, week-long orientation where you will receive Bank/Line of Business information and network with peers and Enterprise leaders across Summer Campus programs. Summer Analysts are given a true associate experience, as assignments mirror full-time responsibility and include goal-setting and a formal review process.
Although the role you take on may vary, every intern will have the opportunity for robust learning through trainings, professional development, networking events, volunteer activities, speaker series, and more! During your 10-weeks with Bank of America, you'll strengthen your key skills and competencies to help jump start your career and make a real impact on our business from day one.
What We Offer
* Direct placement internships offers our interns the opportunity to sit directly on a team working on real-time, business-critical needs reword to Unique and individual internship projects that give you real-world and first-hand experience working on business critical needs
* Formalized approach to establishing goals and expectations for the summer through our performance development process
* Peer and mentor relationships that provide ongoing coaching and development feedback
* Connections with senior leaders through educational speaker events
* A focus on developing networking skills through connections intern-specific engagement events
* Personalized Cohort Program Managers to help you navigate your internship
* A welcoming company culture, including opportunities to join Employee Networks with ongoing activities for engagement and connection
Education:
Considered candidates are required to be pursuing an undergraduate or master's degree from an accredited college or university. Eligible candidates must have a graduation timeframe between November 2026 and August 2027.
* Degree Type: Bachelor's Degree or Master's degree
* Considered candidates should be in their penultimate year of school
* Masters candidates should not have more than 0 years of experience
* Graduation Dates: November 2026 - August 2027
* Major/Course of Study: Computer Science, Computer Engineering, Information Systems, or similar degree of relevance
* GPA: 3.5 minimum GPA preferred
Candidates for our Global Technology programs should possess:
* Fundamental knowledge and understanding of programming languages, data visualization tools, application frameworks, distributed systems and databases
* Ability to deal with ambiguity, including various work assignments and changing priorities
* Strong influencing skills with the ability to influence both vertically and horizontally
* Assertiveness, initiative, leadership, strong work ethic and a team attitude
* Distinguished written and oral communications skills
* Candidates should possess a high level of intellectual curiosity, a drive for excellence, and a commitment to achieving sustainable results. Additionally, students should hold strong academic and technical skills in Microsoft Office as well as show proficiencies in leadership, teamwork, problem solving, analytical skills, verbal and written communication, and professionalism
Our recruitment process:
Analyst internship and full-time recruiting takes place on a rolling basis once our applications are open until the applications close. Assessments often begin before the deadline, so it's best to submit your application early as this will give you the best chance of being considered for the role.
Software Engineer:
Key tasks and responsibilities may include, but are not limited to:
* Gather and translate internal and external client requirements into technical design specifications, business process reengineering
* Code solutions, unit tests, and ensures the solution can be integrated successfully into the overall application/system with clear, robust, and well-tested interfaces
* Participates and contributes to the delivery/release (CI/CD) events. e.g., branching timelines, pull requests, issue triage, merge/conflict resolution, release notes
My role: Project assignments within Software Engineering may include: Front end development, Back end development, Full stack development, Mobile development, or Software Analyst. For all roles, teams are assigned mid-spring. Doing so offers the ability to assign program participants to real-time, business-critical needs.
Recommended Skillsets:
* Basic proficiency in atleast one of the following programming languages: Java, C#/.NET, C++, Python
* Experience in Agile methodology, Process Improvement, Excel, JIRA
* Knowledge of Linux/Unix
* Ability to work in application frameworks such as Angular, Oracle
* The following skillsets may also be utilized in this role: Angular.js, HTML, SQL, JavaScript, jQuery, React, CSS
Mainframe Analyst:
Key tasks and responsibilities may include, but are not limited to:
* Mainframe Analysts are responsible for assisting teams in maintaining, troubleshooting, and optimizing mainframe systems that support critical business operations
* Assists in translating business requirements into technical definitions, reference models, blueprints, and playbooks for deployment in compliance with architecture standards and policies
* Assists Technical Analysts by ensuring system design technology solutions comply with enterprise system design and engineering standards
Recommended Skillsets:
* Basic understanding of one or more mainframe technologies (COBOL, CICS, DB2, IMS, WMQ, z/OS), as well as Job Control Language (JCL)
* Plus skills: JIRA, Process Improvement, database development experience
* Knowledge in basic IBM Mainframe systems (e.g., transaction and database managers, message queue managers, and operating system and communication services)
Banking Associate PT (30 Hrs.) (7th & I)( Bilingual Mandarin Fluency Preferred)
Washington, DC job
Hours: 30 Pay Details: $23.75 - $31.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
* Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
* Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
* Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
* Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
* Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
* Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
* Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
* High school diploma or GED
* 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
* Demonstrated Customer Service skills preferred
* Ability to work during operating hours to include evenings, weekends and holidays as scheduled
* Teller experience preferred
* Required to complete Teller training and part 1 of platform training upon hire
* Strong organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated effective problem-solving skills
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Sound judgment in decision making and problem solving
* Proficient in Microsoft Office
* Notary License preferred
Customer Accountabilities:
* Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
* Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
* Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
* Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
* Understands and supports the Bank's customer service strategy
* Considers the impact of decisions on the well-being of TD, its customers and stakeholders
* Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
* Ensures tasks are performed within established policy and procedures
* Successfully completes all required job specific, compliance-related training
* Understands, utilizes and follows compliance/risk and control programs
* Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
* Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
* Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
* Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
* Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
* Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
* Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
* Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
* Follows policy and procedure for Customer Authentication
* Acts as Dual Control agent when required
* Follows all required open/close procedures
Employee/Team Accountabilities:
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
* the team
* Be an active participant in personal performance and development activities
* Acts as a brand champion both internally and externally
* Collaborates with team members in contributing to the success of the team and organization
* Partners as a team player
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments
* Models quality service at every Customer interaction
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
* May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyInvestment Consultant II - Merrill Premium
Huntingtown, MD job
Hunt Valley, Maryland **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 (********************************************************************************************************************
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_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 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 prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
**Required Qualifications:**
**-** Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
- For internal employees; participation in a work from home posture does not make you ineligible to post
**Desired Qualifications:**
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
**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.
To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** .
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.
Financial Systems and Operations Administrator
Fulton Bank job in Columbia, MD
Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a full-time, hybrid career opportunity based out of our Corporate Headquarters location in Lancaster, PA.
The primary responsibilities of this role are to lead financial systems processing activities, serve as a functional expert of the systems, identify and implement process improvement and support automation efforts. The incumbent in this role will provide system support, troubleshoot issues, and collaborate with Finance and IT teams to maintain and enhance system performance.
Responsibilities
Lead financial systems processing activities, including daily and monthly GL Postings, data migration, validation and purge activities, perform troubleshooting and issue resolution, and complete selective maintenance reviews in accordance with Sarbanes-Oxley (SOX) controls and procedures.
Serve as functional financial systems expert on all finance applications including or similar to Prologue, Essbase and BlackLine.
Create and maintain accounts and reports for financial reporting, consistent with requirements from accounting and in accordance with change management standards.
Create and execute systems testing in support of upgrades and implementations, review all new release documentations, identify potential issues and make recommendations for solutions, engage internal and external stakeholders, report testing results to management.
Partner with Accounting to help generate specific reporting for SEC, FRB and FDIC reporting, including the weekly FR2900, weekly FR2644, quarterly call report and quarterly Y-9. Assist in the preparation and delivery of period reports to the Board of Directors.
Identify and implement business process improvements that enable automation, increase productivity, streamline processes, promote efficiencies and reduce technical complexity.
Evaluate project-related requests by thoroughly analyzing information, coordinating across people, processes, systems, and technologies, and making informed strategic decisions on scope, impact, policies, and implementation plans.
Develop, document and maintain internal controls and procedures with internal requirements and regulatory compliance (SOX). Assist manager in making sure all documented procedures and controls are current.
Develop strong working relationships with accounting and finance teams to gain additional insights for analysis and data validation and understand evolving information needs.
Provide technical support to financial systems end users, develop and maintain training materials, user updates and bulletins, resolve technical issues or escalate as required.
Ensure the documentation of systems and financial processes is properly developed and maintained.
Additional Responsibilities
Act as a consultant on more complex projects providing system expertise and process related support.
Assist and support the Finance team with enhancements to monthly close processes/procedures; prioritize requests to support the team.
Troubleshoot technical issues and diagnose data quality issues by drilling down complex data structures to extract the root cause.
Actively contribute to strategic projects that may have a significant impact to the business.
Qualifications Education
Bachelor's Degree or the equivalent experience. Specialty: Accounting, Computer Science, or other applicable. (Required)
Experience
3 or more years Accounting operations or systems. (Required)
1 or more years Accounting. (Preferred)
Knowledge, Skills, and Abilities
Detail-oriented and highly analytical with proven ability to problem-solve (Required)
Possess strong communication skills, with the ability to convey information clearly (Required)
Advocate of a data-driven culture with a strong commitment to data integrity and quality, promoting informed decision-making across the organization (Required)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The salary range for this position is $63,000.00 - $105,000.00 annually.
Additional Compensation Components
This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Auto-ApplySenior Commercial Real Estate Relationship Manager
Fulton Financial Corporation job in Richmond, VA
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a onsite or hybrid career opportunity with a Fulton Bank work location in DMV or Richmond, VA.
Contribute to the profitability and growth of Fulton's commercial banking by building, developing and managing new and existing Commercial Real Estate client relationships. Coordinate loan, deposit and fee income products and services appropriate to the needs of the client. Seek opportunities to network and develop key centers of influence. Identify and successfully capitalize on cross-sell opportunities with bank partners. Achieve and surpass established sales goals within risk tolerance constraints. Assumes responsibility for highly complex activity for commercial banking.
Responsibilities
* Identify, source and develop prospective Commercial Real Estate customers with lending, deposit and other financial service needs. Share the Fulton story and showcase the bank's products, services, and employees. Identify new loan, deposit and other financial service opportunities within existing client base during regular client meetings.
* Source opportunity, negotiate mutually agreeable terms, navigate the credit underwriting and approval process, document the loan and execute the closing.
* Remain close to customer and cooperatively counsel them to support business goals. Understand client's business model and cash flow. Serve as their primary contact for banking needs. Provide annual relationship reviews to understand client's needs and future plans in order to identify appropriate loan, deposit or other financial service opportunities.
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Fulton resources and materials to develop business network and prospects.
* Sustain long term relationships with a vast network of strategic partnerships across the region.
* Increase comprehensive understanding of current commercial products offered in the market and keep informed of all relevant industry trends and practices.
* Lead community events and expand involvement in community affairs and other centers of influence to promote the bank's image.
* Focus on driving continual improvement in portfolio revenue growth and new production revenue. Achieve and surpass established sales goals within risk tolerance constraints.
* Foster a collaborative team approach with Fulton Partners and Retail Relationship Managers to enhance client relationships. Exemplify the delivery of a superior customer experience. Participate in joint calling efforts for existing and prospective customers with Retail Relationship Managers, Fulton Partners and Senior Leadership.
* Keep sales platform consistently updated and uses the platform for client and opportunity coordination. Remain current on new tools that improve efficiency.
* Ensure credit review and risk rating practices are continuous, complete and accurate. Gather and review all required financial and related company, industry, management data to monitor ongoing credit worthiness and risk rating accuracy. Monitor management reports to address line reaffirmations, loan maturities, delinquencies, and exceptions.
* Contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation.
* Establish action plans for troubled credits and/or work with Special Assets Department to resolve problem loans in an efficient manner to protect the bank's investment.
* Complete timely resolution to loan documentation and technical exceptions. Stay compliant with all regulatory and bank risk compliance matters.
* Provides mentoring and guidance to less seasoned Commercial Bankers.
Additional Responsibilities
* Requires business knowledge of Commercial Real Estate.
Qualifications
Education
Bachelor's Degree or the equivalent experience. Specialty: business management, finance, accounting or similar. (Required)
Experience
9 or more years Commercial Credit, Commercial banking, and Commercial Real Estate Relationship Management experience. (Required)
4 or more years managing a large and Commercial Real Estate complex portfolio of clients. (Required)
Knowledge, Skills, and Abilities
* Knowledge of diverse types of businesses, industries, markets, financial and economic concepts. (Required)
* Proven results in establishing new business relationships and retaining/growing existing business relationships. (Required)
* Self-directed ability using sound judgment and to navigate ambiguity to get things done. (Required)
* Proven success in leading strategic initiatives with ability to lead cross-functional teams, using advanced financial analysis skills. (Required)
* Strong command of credit and risk principles, mitigates, and banking policies/procedures. (Required)
* Excellent negotiation skills, demonstrated ability to influence others to achieve desired outcomes and leveraging technology to interact with clients effectively and efficiently. (Required)
* Excellent verbal and written communication skills demonstrated with individuals at all levels, internally and externally. (Required)
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines. (Required)
* Ability to balance needs of clients with associated risks and interests of the company. (Required)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The salary range for this position is $139,300.00 - $232,200.00 annually.
Additional Compensation Components
This job is eligible to receive equity in the form of restricted stock units. This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement
Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Auto-ApplyTeller
Fulton Bank job in Timonium, MD
Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a full-time career opportunity (approximately 40 hours per week) based out of our Timonium, MD financial center in at 67 West Aylesbury Road. Must be available to be scheduled around branch operation hours (no Sundays).
Responsible for providing an exceptional Financial Center customer experience with passion and enthusiasm while facilitating customer transactions and the referral of bank products and services. Actively promote banking solutions to enhance a customer's service experience and achieve their financial goals. Assist with operational activities and responsibilities
Responsibilities
Assist clients with teller transactions accurately and in accordance with bank policy and procedure.
Accountable for the referral of products and services at the Financial Center. Recognize, demonstrate, and follow through on referral opportunities. Foster relationship building conversations with customers to ensure appropriate products/services are offered and customer needs are met.
Manage risk by maintaining compliance with applicable regulations, and Fulton policy and procedure to include operational, security and settlement procedures. Use sound judgment to identify and mitigate loss.
Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.
Qualifications Education
High School Diploma or equivalent. (Preferred)
Experience
6 to 12 months customer service experience. (Required)
6 to 12 months cash handling experience. (Preferred)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The hourly rate for this position is $17.25 - $23.56.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Auto-Apply