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Fulton Bank jobs in Gaithersburg, MD - 518 jobs

  • Senior Treasury Management Implementation Specialist

    Fulton Financial Corporation 4.7company rating

    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 offers hybrid work schedule within our 5 state footprint of PA, MD, NJ, DE and VA post training. Core working hours Monday through Friday, 8:30 am - 5 pm. This role is responsible for managing the onboarding and implementation of treasury management products and services for commercial clients. The specialist works closely with clients, internal teams, and third-party vendors to ensure the successful integration of treasury management solutions. This role requires a deep understanding of treasury products, excellent communication skills, and a customer-focused approach to deliver a seamless client experience. Will also provide Tier II support to provide resolution to client inquiries, issues, and/or technical support as needed. This role is client-facing and will assist junior members of the team providing support for implementation and modification of services. Responsibilities * Manage the end-to-end implementation of treasury management products, including cash concentration, disbursements, fraud protection, and electronic funds transfer solutions. Will be responsible for more complex treasury products. Collaborate with clients, internal partners and vendors to obtain required information, documentation, and file testing as required. Ensuring setup is completed accurately and within defined service level agreements meeting or exceeding customer expectations. * Serve as the primary point of contact for clients during the implementation phase, providing regular updates and ensuring clear communication on project timelines and deliverables. Conduct onboarding sessions with clients to review requirements, provide system training, and ensure a clear understanding of treasury product functionality. * Provide technical assistance, including hyper-care support for all newly implemented services. Serves as an escalation point for Cash Management support staff on cash management products (Tier II Support) resolving challenges regarding technical issues raised by staff or customer. * Maintain accurate documentation for all implementation activities, including client communications, system configurations, and troubleshooting steps. Identify opportunities to improve the implementation process and provide suggestions to streamline workflows and enhance client satisfaction. Ensure all documentation and procedures comply with industry regulations and internal policies. * Maintain a deep understanding of cash management services and products, ensuring accurate and thorough responses to client inquiries. Stay up to date with product enhancements, system updates, and new cash management offerings to provide relevant information and guidance to clients. Assist clients in understanding how to optimize the use of cash management services to improve efficiency in managing their cash flow. * Provide overflow support for the Cash Management Customer Support Team as needed when call volumes increase due to a specific project or system failure. Assist junior members of the team, providing mentoring and additional support for implementation or system issues. Qualifications Education High School Diploma or equivalent. Specialty: general studies. (Required) Bachelor's Degree or the equivalent experience. Specialty: general studies. (Preferred) Experience 5 or more years cash management or commercial banking or related experience with a focus on client implementations or technical support. (Required) 2 or more years project management or similar experience. (Required) Knowledge, Skills, and Abilities * Proven experience in customer service, preferably in a banking or financial services environment. (Required) * Strong organizational skills with the ability to manage multiple client implementations simultaneously. (Required) * Proven ability to manage timelines and meet deadlines. (Required) * Proven leadership skills and the ability to mentor junior team members. (Required) * Excellent communication skills, both verbal and written, with a customer-centric approach. (Required) * Familiarity with project management tools and practices. (Required) * In-depth knowledge of cash management principals, banking products and financial systems. (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. 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.
    $24.1-40.2 hourly Auto-Apply 60d+ ago
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  • Mortgage Loan Officer - Outside Sales

    Fulton Bank 4.7company rating

    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.
    $41k-55k yearly est. Auto-Apply 51d ago
  • Customer Service Representative

    Capital Bank Md 4.3company rating

    Rockville, MD job

    About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. Ensure a high level of customer satisfaction through the delivery of superior service. Conduct all tasks following established bank policies and procedures. Identify opportunities to cross-sell additional products and services to existing customers. Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns. Participate in outbound calling activities. Position Responsibilities Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. Ensure a high level of customer satisfaction through the delivery of superior service. Conduct all tasks following established bank policies and procedures. Identify opportunities to cross-sell additional products and services to existing customers. Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns. Participate in outbound calling activities. Minimum Education and Experience One year of college education or equivalent work experience One year of experience in a cash handling position; preferably as a Teller in a Bank or Credit Union Detail oriented Commitment to the delivery of superior customer service Ability to work successfully with a wide variety of people in a team environment Ability to solve problems and use sound judgement Strong interest in building a career in the Financial Services Industry Willingness to work at other locations when necessary Technical Knowledge and Skills Microsoft office software suite (Word and Excel) Excellent oral and written communication skills. Compensation Base Salary Range: $18.39 - $24.03 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance Working Arrangements This role is expected to work in office Monday through Friday at assigned work location. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more! Generous Paid Time Off and Paid Holidays. Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $18.4-24 hourly 4d ago
  • SVP, Head of Operations

    Capital Bank Md 4.3company rating

    Rockville, MD job

    About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose The Head of Operations is a strategic leadership role responsible for overseeing the bank's operational functions while supporting the organization's digital transformation strategy. This individual will ensure operational excellence, regulatory compliance, and customer satisfaction while advancing innovation through digital platforms, automation, and data-driven solutions. The role requires a forward-thinking leader with deep banking expertise and the ability to align people, processes, and technology to achieve long-term business objectives. Position Responsibilities Operational Leadership Oversee all core banking operations, including deposit and loan operations, payment processing, treasury services, and back-office functions. Establish and monitor KPIs to ensure efficiency, accuracy, and compliance in day-to-day operations. Collaborate with compliance, risk, and audit teams to ensure adherence to regulatory requirements and internal controls. Drive continuous process improvement to reduce costs, improve turnaround times, and enhance client experience. Change Management & Leadership Build and lead cross-functional teams to deliver large-scale operational and digital initiatives. Act as a change champion, ensuring smooth adoption of new technologies and processes across the bank. Mentor and develop staff, fostering professional growth and preparing future leaders in both operations and digital strategy. Manages performance of the team and conducts performance reviews within the processes of the Bank. Strategic Planning & Execution Partner with executive leadership to align operational and digital initiatives with overall business strategy. Develop budgets, forecasts, and resource plans to support operational and digital transformation objectives. Provide regular updates to the executive team and Board of Directors on progress, risks, and opportunities. Education and Experience Required: Bachelor's degree in Business Administration, Finance, Information Technology, or related field required; MBA or equivalent preferred. 10+ years of progressive experience in banking operations, with at least 5 years in a senior leadership role. Demonstrated success leading digital transformation initiatives within a financial institution. Strong knowledge of banking regulations, risk management, and compliance requirements. Proven track record of leading process improvement, technology integration, and organizational change. Strategic thinker with the ability to translate vision into actionable plans. Strong leadership and team-building skills; able to influence and inspire at all levels. Excellent communication, presentation, and stakeholder management skills. Deep understanding of core banking systems, digital platforms, and emerging financial technologies. Technical Knowledge and Skills Microsoft office software suite (Word, Excel, PowerPoint, etc); excellent oral and written communication skills. Has the following knowledge: Advanced credit underwriting and financial acumen. Experienced in the fundamentals of change management. Expert understanding of Bank financials. Project Management Compensation Base Salary Range: $175,000 - $225,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance. Working Arrangements This opportunity offers the flexibility to work in a hybrid working environment within our Rockville, MD office. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more! Generous Paid Time Off and Paid Holidays. Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an affirmative action and equal opportunity employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $175k-225k yearly 2d ago
  • Accounts Payable Specialist

    Capital Bank Md 4.3company rating

    Rockville, MD job

    About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose The Accounts Payable (A/P) Specialist is responsible for all day-to-day activities related to payment of outstanding amounts to vendors and employee expense reimbursements. This position, at times, may be involved in certain aspects of special projects including A/P system related software upgrades and implementation. Position Responsibilities Receives and verifies expense reports; reconciles expense and other financial reports with account balances and other office records. Facilitates payment of vendors, which may include verification of federal ID numbers and resolving discrepancies. Reviews vendor statements for accuracy and researches discrepancies as needed for resolution. Assists the Accounts Payable Supervisor with the processing of corporate credit card expenses. Manages the A/P database and is responsible for keeping vendor data up-to-date within the system and as directed. Works with the Accounts Payable Supervisor and Assistant Controller to ensure all policies and procedures related to the A/P function are updated as needed. Assists with documentation retrieval for audit requests. Responsible for processing daily mail (USPS) received in the Accounting Department and disbursing as needed. May assist with other A/P or accounting duties. Minimum Education & Experience 3+ Years previous accounting experience related to Accounts Payable General understanding of accounting principles Excellent organizational skills & attention to detail Ability to multi task and perform in a deadline driven environment Technical Knowledge and Skills Microsoft office software suite (Word, Excel, PowerPoint, etc); excellent oral and written communication skills. Knowledge of A/P workflow systems, FISERV/Prologue experience preferred, but not required Ability to perform mathematical calculations. Clear and concise written and verbal communication. Strong organizational and time management skills Other Ability to travel as needed. Compensation Base Salary Range: $25.91 - 32.38 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more! Generous Paid Time Off and Paid Holidays. Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an affirmative action and equal opportunity employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $25.9-32.4 hourly 2d ago
  • Head of Digital Transformation

    Capital Bank Md 4.3company rating

    Rockville, MD job

    About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose The Head of Digital Transformation plays a pivotal role in advancing modernization and innovation throughout the Bank's operations. These individual spearheads process improvement initiatives, oversees automation projects, and leads the adoption of cutting-edge digital solutions. By serving as the primary link between business lines, operations, IT, and external vendors, the Digital Transformation Lead ensures seamless delivery of efficient, scalable, and customer-focused results. Responsibilities include identifying new opportunities for digital advancement, guiding cross-functional initiatives, and fostering a culture of continuous improvement within the organization. Position Responsibilities Strategy & Vision Develop and regularly update a digital transformation roadmap in alignment with the Bank's strategic objectives. Identify and propose opportunities to digitize workflows, minimize manual processes, and enhance the client experience. Monitor industry trends, fintech innovations, and regulatory changes to recommend relevant digital solutions. Program & Project Leadership Lead cross-functional teams in the design and implementation of digital initiatives, including automation, workflow redesign, robotic process automation (RPA), API integration, and cloud adoption. Manage the scope, budget, timeline, and change management processes for all transformation projects. Act as the main advocate for digital adoption, collaborating with business leaders and frontline staff to ensure successful implementation of new initiatives. Process Optimization Conduct comprehensive business process reviews and root-cause analyses to uncover inefficiencies. Collaborate with operations managers to standardize, automate, and streamline workflows. Ensure solutions are sustainable, compliant, and fully integrated into existing systems. Collaboration & Stakeholder Engagement Serve as the liaison among business units, operations, technology teams, and third-party vendors. Facilitate workshops, product demonstrations, and feedback sessions to actively engage stakeholders at all organizational levels. Provide consistent reporting on project status, risks, and business impact. Governance & Risk Management Ensure all digital initiatives adhere to banking regulations, cybersecurity standards, and risk management frameworks. Establish performance metrics and key performance indicators (KPIs) to evaluate the success of digital transformation efforts. Support audit activities and contribute to risk assessments for digital projects. Success Measures Timely and on-budget delivery of digital initiatives with measurable return on investment (ROI). Reduction in manual effort and operational risk through successful automation and digitization. High levels of adoption and satisfaction among business and operational teams. Enhanced scalability, efficiency, and resilience within core banking operations. Consistent alignment of digital projects with the Bank's long-term strategic objectives. Required Education and Experience Bachelor's degree in Business, Information Systems, Finance, or a related field is required; an MBA or other advanced degree is preferred. Minimum of 7 years in banking, consulting, or financial services, emphasizing operations, process improvement, or digital transformation. Demonstrated success in leading cross-functional projects and delivering measurable business outcomes. Familiarity with banking systems, RPA tools, APIs, and workflow management platforms. High aptitude for problem solving. Ability to connect business challenges to technical solutions. Proven strong analytical and critical thinking skills, with extreme attention to detail. Proven ability to translate business needs into technical requirements Experience with creating and leading presentations to internal stakeholders. Advanced Excel skills and experience. Preferred Education and Experience Experience with process re-engineering, Lean Six Sigma, or automation is preferred. Prior roles as a Product Owner, Business Analyst, or Systems Manager within a financial institution are strongly preferred. Advanced Excel skills and experience. Qualifications and Skills Strong leadership and stakeholder management skills Excellent problem-solving and analytical abilities Effective project management and organizational skills Ability to translate business requirements into technology-based solutions Outstanding communication skills with the capacity to influence at all levels Strong understanding of commercial banking products and operations Excellent communication and stakeholder management skills Strong organizational abilities with the capacity to manage competing priorities Familiarity with Agile methodology and tools (such as Jira or Azure DevOps) is an asset Self-driven and detail-oriented approach Ability to solve or escalate issues with sound judgment Ability to work in cross-functional teams and build strong relationships Other Ability to travel within a defined market area Compensation Base Salary Range - $140,000 - $170,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Working Arrangements: This is a hybrid role expected to work in office Monday, Tuesday, Thursday, and Friday. This person can sit out of our Rockville headquarters. You will be able to work remotely on Wednesday. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more? Company Contributions to your 401k - Regardless of your contribution Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more! Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an affirmative action and equal opportunity employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $33k-56k yearly est. 2d ago
  • Malware Defense Analyst: Threat Hunter & Researcher

    Bank of America 4.7company rating

    Washington, DC job

    A leading financial institution in Washington, DC is seeking a cybersecurity expert to enhance its malware defense team. Responsibilities include analyzing malware, tracking campaigns, and authoring reports. The ideal candidate must possess strong malware analysis skills, experience in creating analytical tools, and a solid understanding of network traffic analysis. This position offers an annual salary between $95,700.00 and $144,900.00 based on experience, alongside robust benefits aimed at ensuring employee wellness. #J-18808-Ljbffr
    $95.7k-144.9k yearly 5d ago
  • Mortgage Loan Servicing Specialist- Commercial

    Capital Bank Md 4.3company rating

    Rockville, MD job

    About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. The Mortgage Servicing Specialist is responsible for managing the day-to-day servicing activities of mortgage loans, ensuring accuracy, compliance, and exceptional customer service. This role supports the full lifecycle of mortgage servicing, including payment processing, escrow administration, investor reporting, and resolution of borrower inquiries. The specialist will work closely with internal teams and external partners to maintain operational efficiency and regulatory compliance. Position Responsibilities L Administration Process and reconcile mortgage payments, payoffs, and adjustments accurately and timely. Manage escrow accounts, including tax and insurance disbursements, annual analysis, and shortage/overage handling. Monitor delinquent accounts and assist with collections or loss mitigation processes as needed. Customer Service Respond to borrower inquiries regarding loan terms, payment history, escrow accounts, and payoff requests. Provide clear, professional communication to resolve issues promptly and maintain positive customer relationships. Compliance & Reporting Ensure adherence loan Servicing & federal, state, and investor guidelines (e.g., RESPA, CFPB, Fannie Mae/Freddie Mac requirements). Prepare and submit accurate investor and regulatory reports within required timelines. Maintain detailed records and documentation for audits and quality control reviews. Partner closely with Compliance teams to execute regulatory requirements and ensure processes and procedures are continuously evolved to meet changes in regulatory standards. Operational Support Collaborate with Loan Operations team members to improve processes and enhance efficiency. Assist with system updates, testing, and implementation of new servicing technologies or workflows. Required Education and Experience Bachelor's Degree+ in Business Studies, Finance, or Business Administration, or related field. 3+ years of mortgage servicing or loan operations experience required. Familiarity with mortgage regulations and investor guidelines. Proven experience with payment processing, loan boarding, account maintenance, and customer service. High aptitude for problem solving. Strong attention to detail and organizational skills. Excellent communication and problem-solving abilities. Proficiency in mortgage servicing systems and Microsoft Office Suite. Preferred Education and Experience 1+ years of supervisory or management experience preferred. Experience with Fiserv Premier and Encompass strongly desired. Experience with data analysis from SalesForce or similar CRM applications Qualifications and Skills Customer-focused mindset with a commitment to service excellence. Ability to work independently and collaboratively in a fast-paced environment. High level of integrity and adherence to compliance standards. Compensation Base Salary Range: $29.60 - $44.41 hourly. Final determination of where you are at in the salary range is based on numerous factors such as geographic location, relevant experience, skill set, education, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance. Additional Details Must have the ability to travel locally for training as needed. Hybrid/In-Office - local DMV market Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an E-Verify, Affirmative Action and Equal Opportunity Employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $29.6-44.4 hourly 2d ago
  • Loan Operations Data & Compliance Analyst

    Capital Bank Md 4.3company rating

    Rockville, MD job

    About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose The Loan Operations Data & Compliance Analyst plays a vital role in ensuring the accuracy, completeness, and timely submission of all regulatory loan data and related reporting. This position is responsible for managing requirements associated with the Home Mortgage Disclosure Act (HMDA), Community Reinvestment Act (CRA), Federal Home Loan Bank (FHLBank), and other federal or investor coding standards. This role manages data validation, reconciliation, and reporting activities to guarantee that regulatory submissions are both accurate and timely, supporting the Bank's compliance with requirements set forth by the CFPB, OCC, and FFIEC. This position also supports the Bank's FHLBank of Atlanta collateral reporting process by maintaining accurate pledged loan data and preparing quarterly QCR submissions, ensuring investor reporting is accurate and timely. Serving as a key liaison, this role bridges Loan Operations, Compliance, and other departments to maintain data integrity and regulatory preparedness throughout the loan lifecycle. Position Responsibilities Oversee the HMDA, CRA, and community development lending data processes within Loan Operations, managing the workflow from origination through to submission. Oversee the collection, validation, and reporting of HMDA and CRA data within loan origination and core systems. Maintain compliance with FHLBank data reporting requirements, including the preparation and submission of quarterly QCR reports and related audit materials. Ensure the accurate regulatory coding of all loans-including details such as purpose, collateral, property type, lien status, and geography-to align with federal and state guidelines. Conduct data integrity reviews, perform field mapping, and execute edit check testing across core systems, loan origination systems (LOS), and data warehouses. Maintain accurate geocoding, tract, and MSA data for all loan records. Support the timely and accurate submission of quarterly and annual HMDA and Loan Application Registers (LARs), and community development lending. Coordinate with Treasury and Finance to prepare and submit Quarterly Collateral Reports (QCRs) to FHLBank of Atlanta. Validate pledge loan balances, collateral eligibility, and loan-level data integrity prior to submission. Maintain internal QCR reconciliation files between the core system and FHLB reporting templates. Identify and resolve discrepancies in loan eligibility, lien status, or collateral coding. Partner with internal teams to ensure pledged loan data aligns with FHLBank guidelines and collateral agreements. Develop and maintain internal dashboards and exception reports to monitor data quality and submission readiness. Collaborate with Compliance to interpret new or updated regulatory requirements and implement the necessary operational or system changes. Work closely with Loan Operations, Loan Servicing, and Commercial Lending teams to monitor data quality, resolve discrepancies, and support accurate regulatory reporting. Lead or assist with regular data audits, including pre-submission validation, post-submission reviews, and exam preparation activities. Develop and maintain procedures, workflows, and controls that promote consistency in data capture and reporting processes. Support the implementation and testing of system enhancements that impact HMDA, CRA, and other regulatory data fields. Produce monthly and quarterly management reports that summarize data integrity, identify exceptions, and highlight trends. Identify and recommend improvements to systems or processes to enhance data accuracy and automation. Partner with Compliance to ensure that policies, procedures, and training materials reflect current regulatory expectations. Coordinate with Compliance to conduct training risk appropriate HMDA and CRA training workshops with relationship managers and loan officers. Conduct training for fellow Loan Operations teammates to increase knowledge within the organization. Participate in audit and examination preparation, ensuring complete documentation of all data collection and validation practices. Act as a subject matter expert for federal loan coding requirements across all lending business lines. Required Education and Experience Bachelor's degree in Business, Finance, or a related field; equivalent work experience may be considered. Minimum five years of experience in Loan Operations, Loan Compliance, or Regulatory Reporting. Comprehensive understanding of HMDA, CRA, and other federal lending regulations. Demonstrated working knowledge of FFIEC filing requirements. Experience with FHLBank collateral reporting or loan pledge processes preferred. Proficiency in loan origination systems and data reporting tools; Fiserv Premier, Finastra products (LaserPro, Compliance Reporter), and/or Sageworks Abrigo strongly preferred. Strong analytical skills and meticulous attention to detail, with a proven ability to identify and correct data anomalies. Ability to define and document procedures effectively. Excellent communication and collaboration skills, with demonstrated capability to work effectively across Operations, Compliance, and IT teams. Intermediate to advanced proficiency in Excel and/or data analytics software. Qualifications and Skills Regulatory and Analytical Expertise Data Integrity and Quality Control Cross-Department Collaboration Process Documentation and Audit Readiness Continuous Improvement Mindset Key Performance Indicators Timeliness and accuracy of HMDA and CRA quarterly and annual submissions. Accurate identification of CRA (small business) and qualified community development loans. Ensure ongoing accuracy and completeness of HMDA/CRA Loan Application Registers (LARs) by conducting quarterly reviews of quality and validity edit checks, with documented validation results and corrective actions implemented within 30 days of issue identification. Accuracy and timeliness of FHLBank QCR submissions and collateral data reconciliations. Reduction in edit check exceptions and resubmission rates. Quality and completeness of documentation. Effective collaboration with Compliance and Operations leadership. Compensation Base Salary Range: $44.10 - $66.16 hourly (Rockville, MD salary range). Final determination of where you are at in the salary range is based on numerous factors such as geographic location, relevant experience, skill set, education, and ability to meet qualifications within the job description. We are hiring in: MD, DC, VA, PA, DE, NC, SC, FL, IN, IL. Candidates in other locations will receive the pay range tied to their specific area. Additional Compensation: This role will include a yearly annual target bonus based on individual performance. Working Arrangements This opportunity offers the flexibility to work in a hybrid working environment within our Rockville, MD office. Open to considering candidates outside of the local area dependent on ability to meet all qualifications. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more! Generous Paid Time Off and Paid Holidays. Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $44.1-66.2 hourly 2d ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    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. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $65k-113k yearly est. 60d+ ago
  • Community Mortgage Bank Sales Consultant (SAFE)

    Wells Fargo 4.6company rating

    Annandale, VA job

    **About this role:** Wells Fargo is seeking a... **In this role, you will:** + Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required + Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities + Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs + Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines + Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication + Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements + Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process + Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace + 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:** + 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Required Qualifications for Europe, Middle East & Africa only:** + Experience in sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** **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 (************************************************* provides 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 **Posting End Date:** 6 Feb 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 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. **Req Number:** R-512838
    $58k-104k yearly est. 14d ago
  • Lead Technology Support Engineer

    Capital Bank Md 4.3company rating

    Rockville, MD job

    About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose The Lead Technology Support Engineer is responsible for overseeing the operations and performance of the IT service desk team within the Bank. This role involves managing the day-to-day activities of the service desk, ensuring efficient and effective resolution of technical issues, and delivering exceptional customer service to end users. The Lead Technology Support Engineer is also responsible for developing and implementing IT service desk strategies, policies, and procedures to enhance service delivery. Position Responsibilities Team Management: Lead and supervise the team of service desk support engineers, providing guidance, support, and coaching. Set performance goals and conduct regular performance evaluations. Foster a positive work environment that encourages collaboration and continuous improvement. Manage resource allocation, workload distribution, and scheduling to ensure optimal service desk coverage. Service Desk Operations: Oversee the day-to-day operations of the service desk, ensuring timely response and resolution of IT issues. Monitor service desk metrics and KPIs to evaluate performance and identify areas for improvement. Coordinate with other IT teams to resolve complex technical issues and escalate problems when necessary. Maintain knowledge base and documentation of common issues and solutions for efficient problem resolution. Identify trends; Evaluate, recommend, and implement new technologies in support of business and IT objectives. Customer Service: Promote a customer-centric approach within the service desk team, focusing on delivering excellent customer service. Ensure timely and effective communication with end users regarding the status and progress of their IT requests. Handle escalations and customer complaints, working to resolve issues and provide satisfactory solutions. Identify trends in user feedback and implement proactive measures to improve customer satisfaction. Continuous Improvement: Regularly assess service desk processes, tools, and technologies to identify opportunities for improvement. Stay up-to-date with industry best practices and emerging trends in IT service management. Implement service desk enhancements and initiatives to optimize efficiency and service quality. Provide recommendations to senior management on service desk improvements, including staffing, training, and technology upgrades. Reporting and Analysis: Prepare and present regular reports on service desk performance, including ticket volumes, response times, and customer satisfaction. Analyze data and metrics to identify patterns, trends, and areas requiring attention. Use insights from data analysis to drive process improvements and operational efficiency. Coordination of new employee onboarding including account creation and laptop imaging. Assist with management and administer systems to track business assets. Manage the hardware lifecycle to meet business requirements within budget. Assist with and support the use of technology for conferences both physical and virtual. Administer the service management systems. Required to be on-call as needed for emergency situations. Other responsibilities and duties, as assigned. Minimum Education & Experience Required A minimum of 5 years' experience in related field. A minimum of 3 years' managerial experience. Bachelor's degree in Computer Science or related field; Or equivalent combination of education, skills, and experience. Experience in infrastructure development or support including developing and managing to budgets. Experience with LAN/WAN networks, Internet technologies such as DNS, system helpdesks, PC support functions and technology infrastructure operations. Experience supporting or managing business critical processes and components, including Financial Systems, Microsoft Enterprise Applications, Active Directory, VoIP, and Disaster Recovery. Experience implementing or using service desk management software tools to manage and provide accountability to the organization. Experience with ITIL management best practices. Experience with Azure, Office 365, network and system monitoring, VPN (client and site to site) Technical Knowledge and Skills Ability to guide others in resolving complex issues of significance to the organization. Exceptional organizational, project planning, and time management skills. Ability to inform, educate and influence supervisors and employees to support technology goals and objectives. Proven track record of developing and/or implementing standard service desk practices and procedures. Ability to work independently with minimal supervision and in a team setting, and across external and internal stakeholder groups. Excellent verbal and written communication skills; Strong attention to detail, with a keen focus on quality. Strong analytical skills. Comfort with multi-tasking. Familiar with customer support and technology. Other Ability to travel to various bank locations as needed. Compensation Base Salary Range: $95,000 - $125,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance. Working Arrangements This opportunity offers the flexibility to work in a hybrid working environment within our Rockville, MD office. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more! Generous Paid Time Off and Paid Holidays. Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an affirmative action and equal opportunity employer. Capital Bank, N.A. is an Affirmative Action and Equal Opportunity Employer Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $95k-125k yearly 2d ago
  • Relationship Banker

    Fulton Financial Corporation 4.7company rating

    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 Clinton financial center in Clinton, MD. Must be available to be scheduled around branch operation hours (no Sundays). The Relationship Banker is responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. This role provides customers with a one stop experience to fulfill all their financial needs including account opening, lending, partner sales referrals, maintenance, and transaction processing. Incumbents will 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. Responsible for sales expectations that contribute to the growth and success of the financial center. Responsibilities * Drive proactive sales conversations by engaging in outbound campaign calls, handling inbound contact center inquiries through participation in Fulton Banks Distributed Work model, scheduling appointments, and actively engaging customers in the lobby as well as during transaction processing. Use digital tools to proactively demonstrate digital solutions to customers, with the goal to identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals. * 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 to ensure a consistent approach to new customer onboarding and expanding existing relationships. * 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. 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) Experience 2 or more years customer service or sales experience. (Required) Knowledge, Skills, and Abilities * Pro-active and result oriented (Preferred) * Highly collaborative with Fulton Partners and Financial Center Team Members (Preferred) * Excellent communication skills and ability to have needs-based conversations (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 $19.90 - $31.44. 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.
    $19.9-31.4 hourly Auto-Apply 60d+ ago
  • External Engagement Manager - Global Info Security

    Bank of America 4.7company rating

    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 (************************************************************************************************************************* **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This position is responsible for developing and managing the overall strategy for GIS External Engagement, ensuring alignment with organizational objectives and the broader mission of GIS. While the role owns the strategic direction, successful execution will require close collaboration with other leaders and teams who will be accountable for implementing key initiatives. Note: This is an individual contributor role. The position does not have direct people management responsibilities but requires strong leadership, influence, and partnership skills to drive outcomes across a global, matrixed organization. Key Responsibilities - Develop and maintain the overarching external engagement strategy, ensuring alignment with GIS's mission and business objectives. - Partner with internal leaders and cross-functional teams to drive execution of engagement initiatives, ensuring clarity of roles and responsibilities. - Oversee GIS's participation in external public-private partnerships, representing the organization in strategic forums and industry collaborations. - Establish and maintain governance frameworks for external sector engagement, including reporting, compliance, and risk management protocols. - Identify and mitigate risks and roadblocks across engagement initiatives, ensuring continuous improvement and stakeholder satisfaction. - Provide executive-level updates and briefings to GIS leadership and other senior stakeholders, translating complex issues into actionable insights. - Partner with Public Policy teams to align on sector engagements, ensuring cybersecurity priorities are represented in regulatory discussions, industry forums, and collaborative Required Skills - 8-10 years of experience in cybersecurity, public policy, or external affairs, with a proven track record of influencing and driving strategic initiatives. - Exceptional relationship management and stakeholder engagement skills, with the ability to influence across all levels of the organization. - Advanced project and program management capabilities, including strategic planning, resource allocation, and performance tracking. - Strong analytical and decision-making skills, with the ability to synthesize complex information and drive fact-based strategies. - Deep understanding of cybersecurity public policy issues and regulatory environments. - Excellent communication skills, both written and verbal, with the ability to present complex concepts in clear, compelling formats. - Demonstrated ability to manage multiple initiatives in a fast-paced, global, matrixed environment. - Proficiency in Microsoft Office suite; advanced PowerPoint skills for executive presentations. Desired Skills - Experience engaging with government agencies, regulatory bodies, and industry coalitions. - Familiarity with global cybersecurity frameworks and international policy standards. - Prior involvement in public-private partnerships or sector-wide initiatives. - Strong understanding of risk management and compliance in highly regulated environments. Bachelor's degree required; Master's degree or equivalent experience strongly preferred. Leadership Competencies - Strategic Thinking: Ability to set long-term vision and align initiatives with organizational priorities. - Influence Without Authority: Skilled at driving outcomes through collaboration and consensus-building. - Executive Presence: Capable of representing GIS in high-level external forums and delivering impactful briefings. - Adaptability: Thrives in a dynamic, global environment with shifting priorities. - Relationship Building: Develops trust-based partnerships across internal and external stakeholders. Skills: + Cyber Security + Data Governance + Executive Presence + Information Systems Management + Architecture + Business Intelligence + Risk Management + Threat Analysis + Vendor Management + Advisory + Business Acumen + Cloud Solutions + Controls Management + Technology System Assessment **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $108k-145k yearly est. 49d ago
  • 2027 Summer Internship, Early Careers - Investment Banking (Washington DC, Chicago)

    Wells Fargo 4.6company rating

    Washington, DC job

    **2027 Investment Banking Summer Analyst Program** **Invest in your tomorrow** 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. **Investment banking** Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers. **Program overview** This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback. **What to expect** The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include: + Supporting financial analysis and contributing to transaction execution + Conducting company and industry research + Assisting in the preparation of client materials and pitch presentations + Participating in diligence sessions, client meetings, and internal discussions + Collaborating with senior bankers across sectors and geographies You will receive ongoing coaching, mentorship, and feedback throughout the program 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** + 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. **Desired qualifications** + Strong academic achievement + Bachelor's degree with expected graduation between December 2027 - June 2028 + Demonstrated interest in finance and financial markets + Strong analytical and communication skills + Proven ability to take on significant responsibility + Relevant internship experience + Ability to work effectively both independently and in teams + Proficiency in Microsoft Office (Excel, PowerPoint, Word) **Program Locations** Primary locations include Chicago (Industrials Group Only) and Washington, D.C. (Real Estate, Gaming & Lodging Group Only) **Pay Range** + $53/hour across all locations Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. **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. $90,000.00 - $150,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 29 Apr 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-512562
    $90k-150k yearly 20d ago
  • Regulatory Issue Manager

    TD Bank 4.5company rating

    Washington, DC job

    Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $91,000.00 - $136,240.00 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:** Financial Crimes & Fraud Mgmt **Job Description:** The Regulatory Issue Manager is an individual contributor in the Financial Crimes Management organization. The ideal candidate provides guidance, thought leadership, and subject matter expertise in the areas of KYC/AML, insider threat, and fraud and claims. **This role provides support for end-to-end regulatory issue management** to include regulatory and audit response management, remediation plan development and execution, evidence collection and maintenance. Day to day activities include review and feedback of written materials, project plans, status reports, process maps, controls, and executive level presentations. Successful candidates are self-directed and able to balance competing priorities within established timelines. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required + Oversees a large team with functional diversity and complexity where activities involve multiple step transactions, multiple systems and jurisdictions, higher volumes and/or medium to high complexity + Work focus time horizon is generally medium to long term with moderate to high focus on strategic planning + Requires expert process management knowledge and the risk profile for team processes supported + Leads teams with multiple points of internal and external contact (may include direct contact with Customers) + May manage over a diverse geographic jurisdiction + Oversees management of team requiring workforce to decision on acceptable level of risk- Moderate to High risk potential (loss/reputational) for functional area + Acts as highest point of team escalation for resolution and provides direction to resolve issues or escalate + Involves regular contact with cross-functional teams across TD or external contacts and/or customers **Education & Experience:** + Undergraduate degree required + 7+ years relevant experience + Advanced knowledge of the business goals/objectives being supported and the full suite of policies, programs, processes and systems + Knowledge of current and emerging competitor and market trends + Ability to contribute to strategic direction of the function and provide advice to senior leadership + Skilled in preparing and managing budgets and resource allocation + Advanced ability to lead, plan, implement and evaluate program/project activities to ensure completion of initiatives + Ability to make an impact, influence and achieve results with effective negotiation, problem-solving and communication skills + Knowledge of risk management environment, standards and regulations + Skilled in mentoring, coaching and performance management + Ability to exercise sound judgement in making decisions + Ability to communicate effectively in both oral and written form + Ability to work collaboratively and build relationships across teams and functions + Skilled in using software tools, methods and techniques + Skilled in using computer applications including MS Office + Ability to analyze, organize and prioritize work while meeting multiple deadlines + Ability to work successfully as a member of a team and independently + Ability to handle confidential information with discretion **Preferred Qualifications:** **The successful candidate will articulate their abilities in** + Regulatory experience ( **especially OCC, CFPB, Federal Reserve, or OSFI** ) + Experience with **end-to-end Issue Management Lifecycle** + Financial Crimes related regulatory experience preferred. Includes but not limited to KYC/AML, fraud and claims, insider threat, Reg E, and BSA) + Understanding of Risk and Control Frameworks + Root Cause Analysis Proficiency + Cross Functional Collaboration Skills + Analytical and Critical Thinking Capabilities + Project Management Experience preferred. + Understanding of Regulatory Expectations and Audit Processes + Ability to Translate Complex Problems into Clear Documentation + Data Interpretation & Reporting Skills **Customer Accountabilities:** + Manages a group of Fraud professionals providing operational support to partners + Manages team during operational special initiatives like onboarding, QA etc. + Acts as key liaison with partners and external groups and provides subject matter expertise at the department level + Key escalation point for significant risk/exceptions + Monitors service and control standards against, overall business/department objectives + Develops and maintains effective working relationships with internal and external partners for the purposes of delivering optimal customer service + Coaches to ensure operational problems are handled appropriately, and participates in the negotiation and resolution of complex and/or escalated issues where necessary **Shareholder Accountabilities:** + Contributes to the development of the business plan and operationalizes the plan and delivers on assigned service or functionality + Works closely with key business leaders to develop business plan, ensuring the optimal use of resources and leverages TD's operating model to maximize efficiency, effectiveness and scale + Monitors and communicates to Senior Management the effectiveness of strategies, programs, and practices related to own area of expertise + Sets the standards for operations and manageability across the business/function ensuring services are built from the ground up + Proactively identifies key business opportunities, researches and recommends enhancements/modifications, develops strategies to achieve recommendations + Ensures department operates in compliance with applicable internal and external requirements + Manages overall budget, revenue and expenditures, meets business objectives while increasing efficiency and effectiveness + Ensures appropriate reporting and escalation of issues based on risk profile + Ensures employees are knowledgeable of and comply with Bank and industry codes of conduct + Leads relationships with business lines/corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements + Leads or contributes to cross-functional/enterprise initiatives as an organizational or subject matter expert helping to identify risk/provide guidance for complex situations + Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts + Maintains knowledge of end-to-end processes and internal/external partners and regulatory requirements **Employee/Team Accountabilities:** + Responsible for management of the overall team providing both leadership and guidance + Sets targets and objectives for the team, and delivers results + Grows team expertise to align with business/enterprise demand and direction; assesses team skills and capabilities and continually looks for ways to provide and enhance the value delivered + Leads a high performing team; provides on-going feedback and performance reviews, coaches and develops employees and ensures performance management activities are undertaken and completed for all employees + Leads the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner + Manages employees in compliance with all human resources policies, procedures and guidelines of conduct + Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams + Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes + Recruits for all hires to ensure a highly diverse, qualified workforce to achieve business objectives + Establishes and fosters a cohesive team; promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives + Acts as a brand ambassador for your business area/function and the bank, both internally and/or 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. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $91k-136.2k yearly 29d ago
  • Teller

    Fulton Financial Corporation 4.7company rating

    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 Clinton, MD financial center at 7810 Old Branch Ave. 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.
    $17.3-23.6 hourly Auto-Apply 7d ago
  • Senior Trust Officer

    Bank of America 4.7company rating

    Chevy Chase, MD job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk. Responsibilities: Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience Ensures compliance with regulatory and legal requirements related to client accounts and portfolios Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects Required Qualifications: Minimum of five years of trust administration and estate planning experience Demonstrated technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Strong knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects Demonstrates initiative and a proactive approach to problem solving Creative though prudent approach to providing solutions within the bank's risk/reward profile Proven ability to confidently close sales and meet or exceed revenue targets Has good people/partner communication skills and is a team player Displays a high level of savvy and sophistication regarding high-net-worth clients' concerns / issues Ability to and experience with communicating and connecting with high-net-worth clients. Desired Qualifications: Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment . Skills: Business Development Client Management Customer and Client Focus Risk Management Wealth Planning Client Experience Branding Client Solutions Advisory Decision Making Presentation Skills Process Management Attention to Detail Critical Thinking Financial Analysis Planning Prospecting Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - MD - Chevy Chase - 5550 Friendship Blvd - Pbg - Chevy Chase (MD4924) Pay and benefits information Pay range$98,100.00 - $210,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $51k-78k yearly est. Auto-Apply 1d ago
  • Financial Center Supervisor

    Fulton Financial Corporation 4.7company rating

    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 Clinton, MD (Prince George's County) financial center at 7810 Old Branch Avenue. 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's 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.
    $27k-34k yearly est. Auto-Apply 26d ago
  • Case Underwriter II

    Trustmark 4.6company rating

    Washington, DC job

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** Trustmark is looking for a Case Underwriter to join the organization. Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes. **Key Accountabilities** + Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. All cases are reviewed with manager or higher level underwriter until proficiency is achieved. At full proficiency, underwriting authority is a maximum of 5,000 life case or $500,000 of annualized premium. + Reviews enrollment and participation trends in assigned territory and makes recommendations to optimize opportunity for sales while minimizing risk. + Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue cases. + Continually asks questions to grow and better understand our products and procedures. Develops and grows relationship with Implementation Managers to gain their confidence in decisions. + Understands non-standard broker arrangements and enrollment company strengths and weaknesses. + Identifies elements of a successful enrollment and makes recommendations that will create value. + Works with reinsurer on cases that require facultative review. **Minimum Requirements** + Bachelor's Degree and/or 2 - 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $61,412.00 - $88,706.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $61.4k-88.7k yearly 60d+ ago

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