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JPMorgan Chase & Co. jobs in Arlington, TX - 2011 jobs

  • VP, Private Wealth Investment Strategist

    Jpmorgan Chase & Co 4.8company rating

    Jpmorgan Chase & Co job in Dallas, TX

    A leading financial institution in Dallas is seeking an experienced Investment Specialist to drive client engagement and deliver tailored investment solutions. The ideal candidate will hold a Bachelor's degree, possess Series 7, 66, and Insurance licenses, and have over seven years in Private Banking or Financial Services. The role includes conducting investment reviews, developing investment strategies, and supporting sales efforts in a collaborative environment. #J-18808-Ljbffr
    $113k-167k yearly est. 3d ago
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  • U.S. Private Bank - Private Banker - Managing Director

    Jpmorgan Chase & Co 4.8company rating

    Jpmorgan Chase & Co job in Dallas, TX

    Job Information Job Identification 210700344 Business Unit Asset & Wealth Management Posting Date 01/09/2026, 08:59 PM Job Schedule Full time Job Shift Day Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr
    $147k-243k yearly est. 2d ago
  • Consumer AML Ops - KYC Contact Center Bilingual Phone Agent

    Bank of America Corporation 4.7company rating

    Addison, TX 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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! : This job is responsible for conducting routine analysis, research, and investigations in diversified compliance operations aligned to the bank's Financial Crimes Enterprise Policy and the Financial Crimes Global Standard. Key responsibilities include executing against regulatory requirements and economic sanctions compliance practices, understanding and anticipating inherent risks to the business, and building and maintaining business relationships. Line of Business Job Description: Global Operations, Anti Money Laundering (AML) is responsible for completing Refresh Activities such as Know Your Customer (KYC) and Client Due Diligence (CDD) checks for all clients that do business with the Bank. Refresh Teams are responsible to collect and maintain client documents to ensure activities are executed in alignment with Laws, Rules, Regulation, and Bank Policies. Responsibilities: * Delivers and maintains a commitment to high customer service excellence utilizing relationship-building and problem-resolution skills in a call center environment. * Exceeds monthly efficiency objectives and maintains high call quality standards. * Required to navigate and use various internal systems to research, review, update and confirm customer profile details during conversation (inbound or outbound calls) with customer. * Ensures complete and efficient customer interactions by taking ownership to proactively identify opportunities to enhance customer experience. * Interprets and analyzes information gathered from numerous applications and third party sources and identifies issues that prompt further inquiry * Identifies and analyzes problems related to product lines or functions and develops and implements process improvements to address and resolve issues * Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and external clients * Performs day-to-day activities aligned to the team's common goals, strategy, and metrics and works on improving capabilities through learning and development * Supports special projects that represent significant risk exposure and identifies and escalates risks accordingly with a sense of urgency * Provides quality assurance review and testing on operating key controls REQUIRED QUALIFICATIONS: * Bilingual- Spanish required * Minimum of 1 year customer service experience in call center environment, preferably in the Banking/Financial industry * Ability to tactfully handle customer concerns * Ability to work within the operating hours and days for this position as outlined in the posted job requisition as well as overtime as needed * Excellent verbal and interpersonal communication skills Skills: * Adaptability * Analytical Thinking * Critical Thinking * Data Collection and Entry * Data Quality Management * Collaboration * Decision Making * Interpret Relevant Laws, Rules, and Regulations * Problem Solving * Research Analysis * Customer and Client Focus * Innovative Thinking * Oral Communications * Prioritization * Quality Assurance Shift: 1st shift (United States of America) Hours Per Week: 40
    $32k-37k yearly est. 7d ago
  • Community Lending Officer - Greenville and Exchange

    Bank of America 4.7company rating

    Allen, TX job

    Allen, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Originates loans from multiple internal and external referral sources + Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers + Achieves production goals as defined by the business + Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities + Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements + Conducts monthly Home Buyer Workshops and Business Development meetings **Required Qualifications:** + 2+ years of experience in loan originations and/or home buyer education + Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs + Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending + Ability to organize and deliver Home Buyer Workshop presentations + Strong written and verbal communications skills + Self-motivated and highly organized + Ability to prioritize multiple competing tasks **Desired Qualifications:** + Familiar with FHA and HUD guidelines + Knowledge of community housing counseling agencies + Knowledge of local competition product offerings and real estate market dynamics + Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information + Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously + Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences + Ability to analyze and comprehend complex financial data and provide appropriate financial solutions + Professional and effective interpersonal skills **Skills:** + Client Management + Customer and Client Focus + Loan Structuring + Oral Communications + Referral Management + Credit Documentation Requirements + Learning Delivery + Presentation Skills + Prospecting + Written Communications + Active Listening + Business Development + Credit and Risk Assessment + Data Collection and Entry + Pipeline Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $71k-106k yearly est. 2d ago
  • Private Banker, MD - Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Jpmorgan Chase & Co job in Dallas, TX

    A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr
    $58k-118k yearly est. 2d ago
  • Wealth Strategy & Private Banking Advisor

    Jpmorgan Chase & Co 4.8company rating

    Jpmorgan Chase & Co job in Dallas, TX

    A leading financial institution is seeking a Private Banker to join their U.S. Private Bank team in Dallas. The role involves advising clients on wealth management, investing strategies, and ensuring exceptional client relationships. Qualified candidates will have a Bachelor's degree, three years of experience in financial services, and proven sales success. This position requires Series 7, 66, and Insurance licenses. The firm values initiative and strong client focus within a collaborative environment. #J-18808-Ljbffr
    $54k-88k yearly est. 2d ago
  • QA Lead / Manager - Merchant Business Software Suite (MBSS)

    Bank of America 4.7company rating

    Addison, TX job

    Kennesaw, Georgia;Chandler, Arizona; Charlotte, North Carolina; Addison, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for building and leading a team to deliver technology products and services that meet business outcomes. Key responsibilities include developing a technology strategy, ensuring technology solutions comply with applicable standards, promoting design, engineering, and organizational practices, and advocating and advancing modern, Agile solution delivery practices. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders. We are seeking an experienced QA Lead/Manager to lead quality assurance efforts for the Merchant Business Software Suite, supporting mobile and payment system initiatives. The ideal candidate will have a deep understanding of merchant payment flows, mobile and POS systems, and the technologies that support them. This role requires both strategic leadership and hands-on QA expertise. **Responsibilities:** + Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives + Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills + Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met + Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization + Contributes to the technology strategy for their technical domain + Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers + Ensures that execution is aligned with product strategy by working with product management and other stakeholders **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Required Qualifications:** + 10+ years of experience managing QA functions within payments, merchant services, or financial systems. + Strong understanding of **POS environments** , merchant transaction flows, and payment system integrations. + Hands‑on experience testing **mobile applications** (Flutter experience preferred). + Proficiency with **API testing** and familiarity with **ASP.NET** application architectures. + Expertise with test automation frameworks and tools such as **Playwright** , **Selenium** , or equivalent. + Demonstrated experience building and maintaining automated UI test suites. + Excellent analytical, problem‑solving, communication, and stakeholder‑management skills. + Proven success leading QA teams through planning, execution, and delivery of complex technology initiatives. **Desired Qualifications:** + Experience in financial services, payments, or fintech industry. + Familiarity with CI/CD pipelines and test integration tools. + Exposure to Agile development processes and project management tools (e.g., Jira, Confluence). **Skills:** + Influence + Risk Management + Solution Design + Stakeholder Management + Technical Strategy Development + Analytical Thinking + Application Development + Collaboration + Result Orientation + Solution Delivery Process + Agile Practices + Architecture + Automation + Data Management + DevOps Practices **Minimum Education Requirement:** Bachelor's degree or equivalent work experience. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $104k-126k yearly est. 7d ago
  • Associate Customer Service Representative Spanish Bilingual Everyday Banking

    Wells Fargo 4.6company rating

    Irving, TX job

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: * Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment * Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems * Regularly receive direction from supervisor and escalate questions and issues to more senior employees * Interact with team on basic information, plus internal or external customers Required Qualifications: * 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * Bilingual reading, speaking, and listening proficiency in Spanish/English Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues * Ability to execute in a fast paced, high demand, metric driven call center environment * Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy * Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers * Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information * Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: * Must be able to attend full duration of required training period * This position is not eligible for Visa sponsorship * Ability to work additional hours as needed * Schedule may be eligible for a shift differential under the terms of the shift differential policy * Must work on-site at the location posted * Must complete and pass required language assessment Training Schedule: * Training class starts on 3/9 for 7 weeks. Training hours for weeks 1-4 are 8:30 a.m. - 5:30 p.m. Monday - Friday and weeks 5-7 training hours are 8:30 a.m. - 5 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. * We're open from Sunday - Saturday, 6:00 a.m. - 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Posting Location: * 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039 @RWF22 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.
    $31k-38k yearly est. 20d ago
  • Senior Banker

    Bank of America Corporation 4.7company rating

    Fort Worth, TX 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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for helping new and existing clients based on their needs. Has strong written and verbal communications skills. Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. Applies strong critical thinking and problem-solving skills to meet clients' needs. Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws). Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: An Associate's Degree or Bachelor's Degree in business, finance, or a related field. Experience working in a financial center where goals were met or exceeded. Retail and/or sales experience in a salary plus incentive environment. Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded. Experience with financial information, spreadsheets and financial skills. Knowledge of banking products and services. Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Bilingual Skills in Spanish Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement * High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $59k-115k yearly est. 2d ago
  • Modeling Analytics [Multiple Positions Available]

    Jpmorganchase 4.8company rating

    Jpmorganchase job in Plano, TX

    Duties: Deliver analytical results for the consumer lending portfolio to support loss forecasting exercise including Allowances for Loan and Lease Losses (ALLL), budget, Risk Appetite and regulatory stress testing (CCAR and ICAAP) processes. Collaborate with model development, technology, finance, model execution and strategy teams to develop, support and maintain an analytical model, including data analysis, performance monitoring, effective challenge of models results and issue resolution via overlay. Improve the analytical process to enhance efficiency, accuracy of results, and quality of insights. Support consumer lending by driving risk-related strategies. Identify risk drivers to drive, support, and explain key credit decisions to C-level executives and regulators. Provide thought leadership for complex problems to drive results. Document regulatory memos, reports, and other documentation explaining findings and recommendations. Perform design, implementation, measurement and peer review in the credit card industry forecasting trends from the model and translating quantitative information into actionable insights that can be leveraged by both analytic and non-analytic staff. Adopt and implement best practices and standards using Big-data technologies (Spark) to ensure all production processes including business requirements, model execution, model back-testing and validation. Refine the analytical process and ensure precise results, while elevating the quality of insights. QUALIFICATIONS: Minimum education and experience required: Master's degree in Business Analytics, Finance, Mathematics, or related field of study plus 2 years of experience in the job offered or as Modeling Analytics, Operations Analyst, Business Intelligence Analyst, Data Analyst, or related occupation. Skills Required: This position requires two (2) years of experience with the following: Developing and automating financial performance reports in Excel VBA, and integrating multi-source data to generate insights on customer behavior and performance trends; Designing and developing large-scale SQL scripts in Teradata and Oracle, integrating complex, structured datasets from multiple sources to enhance data consistency, and analytical reporting for cross-functional teams; Developing automated ETL pipelines for large-scale data ingestion and transformation using Python and SQL; Improving processing efficiency and data accessibility by leading the migration of dashboards from Tableau to Power BI; Consolidating financial performance and risk analytics for senior management review; Providing leadership for junior associates focusing on criticality of financial data and technical aspects of end-to-end process of data extraction, transformation and reporting, resulting in team productivity; Optimizing SQL queries by leveraging advanced techniques including sub-queries, views, Common Table Expressions (CTEs), and window functions; Using QUALIFY statements and EXISTS clauses to streamline data retrieval; Presentations and demos for senior leadership and business users in explaining key risk business indicators; Leading multiple POC (Proof of Concept) report developments and optimized Power BI and Tableau dashboards by gathering requirements, creating and testing reports, and refining calculations to ensure fast loading, dynamic functionality, smooth interaction, and continuous improvement; and Implementing advanced predictive models for data analysis by performing EDA, leveraging statistical techniques and machine learning algorithms such as Linear Regression, Logistic Regression and XGBoost to drive insights and decision-making. This position requires one (1) year of experience with the following: Migrating large-scale data from legacy systems such as MySQL Server, and Teradata to cloud storage solutions including AWS, and S3 using AWS services, ETL processes and automation tools. Job Location: 8181 Communications Pkwy, Plano, TX 75024. Full-Time.
    $104k-144k yearly est. Auto-Apply 2d ago
  • Operations Engineering Support Specialist

    Bank of America 4.7company rating

    Plano, TX 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 being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include performing initial investigations, mitigating impacts through routines and engaging in triages, responding to user requests, and working with technology teams to identify, troubleshoot, and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration. Overview: Engineering Ops L1 Support Specialist provides first-level support for test environments used in integrated testing of applications. This role ensures smooth operation of test environments, monitors stability and escalates issues to higher-level support when necessary. Responsibilities: Monitors and supports application components and related infrastructure, acts as the first point of contact for users, and responds to alerts regarding potential production incidents Interprets and monitors dashboards, tools, and reports in order to proactively identify and address potential issues prior to production impact, escalating issues to senior team members or subject matter experts as needed Performs environment routing and cycling, implements splash pages, and conducts user ID administration access provisioning/deprovisioning (additions, modifications, deletions) for applications Works with technical partners to generate status updates, create technical detail for awareness communications, such as infrastructure, application and client impact, and component points of failure, and schedules follow up meetings Partners with change and release teams to support implementations and proactively identify potential issues resulting from changes Tracks incidents and requests in a defined system, executes procedures reliably, fulfills requests from business users and operations, and escalates issues as needed to solve incidents quickly Keeps operational procedures updated and provides data that adheres to documentation requirements and audits Environment Monitoring & Maintenance Perform routine health checks and basic troubleshooting Critical/High priority defect handling Act as the first point of contact for environment-related issues Log, categorize, and resolve critical/High-priority defects Escalate complex issues to next level of supports and SMEs Document and Reporting Maintain accurate records of defects, resolutions and possible postmortem Provide daily/weekly status updates on environment health Define and stand-up new service capability Define the services and capabilities Document marketing points for the services with values Collaboration Collaborate with cross-functional and multi-location teams to resolve complex issues. Required Skills: 2-5+ years of relevant work experience in IT support, QA support or environment management Application Development or Support Experience Strong analytical, triage and issue resolution skills Excellent communication and teamwork abilities. Customer-service mindset Ability to work in cross functional and multi-location teams. Experience/Ability with working in complex, highly integrated, fast paced and high-volume environment Ability coordinates multiple troubleshooting calls Ability to generate daily useful Metrics and email reporting Ability to learn and adapt quickly with application and technology changes May be required to work in shifts Experience with the following technical skills: Excel, Jira, PowerPoint, Kanban SDLC methodologies Linux/Unix Commands and Shell Scripting RDBMS and SQL experience in MS SQL Server Desired Skills: Financial Industry Experience Strong understanding of SDLC concepts Familiarity with automation scripts using PowerShell Ideal Candidate Profile: A proactive, detail-oriented professional with strong technical acumen and the ability to work effectively in complex, high-volume environments. The candidate should demonstrate adaptability, collaboration, and a commitment to continuous learning. Skills: Adaptability Analytical Thinking Influence Production Support Risk Management Automation Collaboration Result Orientation Solution Delivery Process Solution Design Business Acumen DevOps Practices Innovative Thinking Project Management Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130) Pay and benefits information Pay range$80,700.00 - $128,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $80.7k-128.3k yearly Auto-Apply 49d ago
  • Associate, Project Manager - Business Transformation Services

    Morgan Stanley 4.6company rating

    Dallas, TX job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Business Transformation Services (BTS) team sits within Morgan Stanley Wealth Management and aims to establish a consistent, scalable, and repeatable model to provide advisory and delivery support for programs within the Division as well as across the Firm. BTS supports initiatives with a focus on Strategic Program Delivery, Mergers/Divestitures/Integration, Organizational Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm leadership to drive initiatives to completion. Primary Responsibilities As a member of the Business Transformation Services (BTS) team, this individual will provide project management support for initiatives aligned to Merger and Integrations, Strategic Initiatives Delivery and/or Organizational Change & Readiness. The individual will collaborate with partners in the business, technology, and risk and control functions. This independent contributor will provide support, and work with project teams, to build out a project's governance, reporting and tracking, from initiation, to execution, and to scale. The candidate will be expected to think analytically, be detail oriented and client centric. Key responsibilities include: Working with all functional disciplines impacted by the project to ensure ‘end to end' planning is comprehensive and results in a project plan that will achieve stated goals of project Conduct analysis on program dependencies, progress through the various phases to inform timelines, execution, and business strategy. Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed Provide mechanisms to capture & monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project Ensure effective communication and reporting to functional teams, manager, and stakeholders Support key program leads and resources in executing key deliverables Independently identify opportunities to drive project/ programs forward Qualifications: BS/BA degree required A minimum of 2-4 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management Ability to quickly turn around high-quality work in a fast-paced environment Ability to drive delivery/execution of a wide range of tasks and initiatives independently Ability to lead and influence cross-functional teams to meet delivery timelines Ability to highlight key risks and issues that may impact the project/ program health, and manage the risk to closure Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately Strong presentation skills, including ability to synthesize large amounts of data and information to create polished PowerPoint presentations for various levels of management Independent self-starter who can manage multiple activities to aggressive deadlines Eagerness to learn the business and understand detailed requirements Organizational skills and ability to organize information in a meaningful way Experience managing one or various workstreams High attention to detail; follows through to ensure accuracy of materials Skilled in Microsoft Excel, PowerPoint, Word, Project, Visio, and SharePoint WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $52,000 and $103,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. *Please note, final base compensation may vary based on location. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $52k-103k yearly Auto-Apply 8d ago
  • Teller Dallas Suburban District

    Wells Fargo Bank 4.6company rating

    Flower Mound, TX job

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 6+ months of experience interacting with people, demonstrated through work, military, or education Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work a schedule that may include most Saturdays This position is not eligible for Visa sponsorship Posting Location(s): 4056 OLD DENTON RD, CARROLLTON, TX 4000 LEGACY DR, PLANO TX 5936 W PARK BLVD, PLANO TX 2820 FLOWER MOUND RD, FLOWER MOUND 1405 E RENNER RD, RICHARDSON TX 4703 HIGHWAY 121, THE COLONY Posting End Date: 29 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $29k-33k yearly est. 20d ago
  • Business Development Representative II - Payments - Senior Associate

    Jpmorganchase 4.8company rating

    Jpmorganchase job in Plano, TX

    You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions goals. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required Negotiates leveraging customized proving models with clients to close business Works with internal partners to ensure successful implementation, product ramp-up Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required qualifications, capabilities and skills Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply Ability to balance needs of clients with associated risks and interests of the firm. Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 5 years with related business development experience
    $82k-110k yearly est. Auto-Apply 60d+ ago
  • CIB Marketing Analytics

    Jpmorgan Chase & Co 4.8company rating

    Jpmorgan Chase & Co job in Plano, TX

    JobID: 210679310 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$150,000.00 Are you passionate about transforming data into actionable insights that drive business growth? Join our dynamic team in CIB Marketing Analytics, where you'll be the digital marketing analytics expert supporting Payments, Global Banking, and Markets and Securities Services GTM activations and marketing initiatives. Job Responsibilities: * Dive deep into web analytics and user journey analysis on jpmorgan.com to understand customer behavior and optimize conversion paths. * Map user journeys, analyze engagement metrics (bounce rate, time on site, scroll depth), and pinpoint opportunities for site and campaign improvement. * Manage Adobe Analytics data pipelines to Databricks and utilize platforms like ContentSquare and 6sense for rich visitor-level insights. * Build and maintain ThoughtSpot dashboards for executive stakeholders, and create custom metrics, segments, and dimensions in Adobe Analytics. * Lead Claravine implementation to standardize campaign tracking across all business lines. * Conduct thorough QA for new pages and campaigns, validating tracking codes, data layer implementations, and CTA naming conventions before launch. * Analyze paid media performance across social, programmatic, search, and display channels. * Deliver executive-ready reports, dashboards, and strategic recommendations to guide future marketing investments. * Partner with web development teams across Global Banking, Markets and Securities Services, and Payments to define analytics requirements. * Work cross-functionally with social media, paid media, content, and email marketing teams to deliver quarterly insights and recommendations to senior leadership. Required qualifications, capabilities and skills- * 3-5 years' experience with Adobe Analytics (workspace analysis, segments, calculated metrics, API integrations), SQL for data extraction and analysis, and dashboard creation using Tableau or similar visualization tools. * Familiarity with marketing analytics platforms such as ContentSquare and ThoughtSpot, web debugging tools, and data engineering concepts (ETL, data quality management). * Demonstrated ability to analyze digital marketing campaigns across paid social, programmatic, search, display, and email channels. * Skilled in user journey mapping, conversion optimization, and website A/B testing. * Proficient with key marketing metrics (CTR, CPL, CPC, CPM, ROAS, engagement, bounce rate, time on site) and marketing technology stacks (tag management, attribution tools, CDPs). * Expert at translating complex data into clear, actionable insights for executive audiences. * Strong presentation and reporting skills, with the ability to manage multiple projects simultaneously. * Self-motivated, collaborative, growth-oriented, detail-focused, adaptable, and an excellent communicator. * Experience with Content Square, Claravine, Python, cookie consent/privacy regulations (GDPR, CCPA), Databricks or Spark, and marketing automation platforms such as Marketo or Salesforce Marketing Cloud. Preferred qualifications, capabilities and skills: * Experience in financial services or B2B marketing is preferred.
    $104.5k-150k yearly Auto-Apply 60d+ ago
  • Fraud Analytics and Innovation Lead Analyst

    Bank of America Corporation 4.7company rating

    Plano, TX 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 Summary: This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. Responsibilities: * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights * Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products * Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape * Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners * Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies business trends based on economic and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights Required Qualifications: * Minimum 3 years SAS/SQL Coding knowledge and/or experience * Ability to manage multiple projects in a complex and rapidly-changing environment * Ability to work independently as well as part of a team * Demonstrate strong analytical skills * Previous risk/fraud analysis, strategy development, or related experience * Strong written and oral communication skills * Intellectually curious and willing to dive into complete issues\problems and solve Desired Qualifications: * 5+ years of risk analysis, strategy development, or related experience * 5+ years of SAS or SQL Coding experience * Prior experience in Authentication, Fraud, Debit Card or other related risk fields * Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) * Experience managing relationships and projects with external vendor partners Skills: * Analytical Thinking * Business Analytics * Data and Trend Analysis * Fraud Management * Problem Solving * Collaboration * Innovative Thinking * Monitoring, Surveillance, and Testing * Presentation Skills * Risk Management * Data Visualization * Interpret Relevant Laws, Rules, and Regulations * Issue Management * Oral Communications * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $54k-89k yearly est. 25d ago
  • Senior Lead Software Engineer - Network Engineer

    Jpmorganchase 4.8company rating

    Jpmorganchase job in Plano, TX

    Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products. As a Senior Lead Software Engineer at JPMorgan Chase within the Corporate Sector of the Infrastructure Platforms team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications. Job responsibilities Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors Develops secure and high-quality production code, and reviews and debugs code written by others Drives decisions that influence the product design, application functionality, and technical operations and processes Plan, design, deploy, and configure network solutions/fabrics for the Wide Area Network environment consisting of Cisco routers, switches, and other network devices. Provide technical expertise and problem-solving methodologies to the project to modernize the Enterprise WAN. Ensure network designs adhere to industry best practices and security standards. Manage lifecycle of network infrastructure, including deployment packages, as-built documentation, and performance optimization strategies. Troubleshoot and resolve complex network issues, considering upstream/downstream dependencies and advising on mitigation actions. Ensure compliance with shared responsibility models, including physical infrastructure, connectivity, and facility-level standards (SOC 2, ISO 27001) Support integration with compute, storage, and appliance services, including provisioning white space and configuring baseline device settings. Design and implement Transport (circuit) capacity upgrades and performance enhancements, involving hands-on configuration changes and testing Required qualifications, capabilities, and skills Formal training and certification on software engineering concepts and 5+ years applied experience. In addition, 2+ years of experience leading technologists to manage and solve complex technical items within your domain of expertise Hands on experience in Network Engineering and formal training or certification on technical and network design concepts (CCIE,CCNP etc.) Knowledge of one or more areas of SW Engineering/infrastructure engineering such as hardware, networking terminology, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, or performance assessments Exceptional skills in Networking Technologies- Experience configuring and troubleshooting routing and switching protocols (BGP, Multi-protocol BGP, OSPF, VXLAN, MPLS, RSVP-TE, IS-IS), working knowledge of network protocols (TCP/UDP, DHCP, DNS, LB, FWL, Proxy) and experience with IPv4 and IPv6 Deep knowledge multiple infrastructure technologies and scripting languages (e.g., Python, JavaScript, yaml, Json, Bash, etc.) Knowledge of on-premises and remote Data Center technologies and operations Strong experience in several OS and Hypervisor platforms (Hyper-V, ESXi, KVM, VMWARE, Open Shift) Deep technical knowledge of Hardware Platforms Cisco ASR Class Routers and Arista Experience in infrastructure engineering automation, optimization and observability Experience in deploying and using telemetry tools to improve visibility in service offerings Solid understanding of public cloud technologies, for AWS / Azure on Kubernetes, Terraform Knowledge of network segmentation, firewall architectures, and compliance models Preferred qualifications, capabilities, and skills Experience in CI/CD and tools like Ansible, Terraform, Puppet for automating configuration management and deployment processes Working knowledge of 40/100/400G Ethernet and CWDM, DWDM and optical transport network technologies Understanding of different Optics and internals of a switch ASIC Working knowledge of physical infrastructure design including structured cabling and fiber-optic cabling Understanding of network hardware platforms and their specifications in the datacenter space Ability to tackle design and functionality problems independently with little to no oversight
    $98k-117k yearly est. Auto-Apply 60d+ ago
  • Merchant Risk Credit Strategy - Associate

    Jpmorgan Chase & Co 4.8company rating

    Jpmorgan Chase & Co job in Plano, TX

    JobID: 210682841 JobSchedule: Full time JobShift: : Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. Join our team as a Merchant Risk Credit Strategy Associate, where you will support project management and strategic initiatives within the Merchant Services credit risk function by coordinating key projects, driving process improvements, and collaborating with cross-functional teams to achieve business objectives. You will track progress, manage risks, and communicate outcomes to stakeholders, helping to ensure alignment with organizational goals. You will also facilitate change management and the successful adoption of new strategies and processes. Job Responsibilities * Lead and coordinate credit risk projects, ensuring timely execution and achievement of objectives. * Drive strategic initiatives focused on process improvement, risk mitigation, and aligning with broader credit risk efforts. * Collaborate with internal partners to align project goals with business priorities and requirements. * Monitor project milestones, identify risks, and implement mitigation plans to ensure successful outcomes. * Prepare and deliver regular updates on project status, results, and strategic impact to management and stakeholders. * Support change management by facilitating the adoption of new credit risk processes, technologies, and strategies. Required Qualifications, Capabilities and Skills * Bachelor's degree in Business, Finance, Accounting, or related area * Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications * Excellent organizational and project management skills; able to manage competing priorities under tight deadlines and a constantly changing environment * High degree of initiative, self-direction, ability to work well under pressure, and learn quickly * Intellectual curiosity and willingness to take on responsibilities that may fall outside your immediate area of expertise * Ability to collaborate across multiple stakeholder groups and regions. Appreciate the value of working in partnership with others to influence change and accomplish individual and team goals * Strong analytical capabilities and attention to detail; capable of synthesizing and summarizing complex data or findings to drive decision making * Intermediate/Advanced experience using Microsoft Office, including PowerPoint, Excel and SharePoint Preferred Qualifications, Capabilities and Skills * Working knowledge of Credit Risk concepts
    $66k-91k yearly est. Auto-Apply 44d ago
  • Payments Business Transformation- Analytics Solutions Manager- Vice President

    Jpmorgan Chase & Co 4.8company rating

    Jpmorgan Chase & Co job in Plano, TX

    JobID: 210691331 JobSchedule: Full time JobShift: Day : Use your strategic skills to provide analytical solutions to the team. As an Analytics Solutions Manager on the Payments I&M - Instrumentation and Metrics Analytics team within Payments Transformation, you will analyze and exhibit domain expertise in data modeling, report development, data integration/transformation, and Business Intelligence industry best practices. The Payments Instrumentation and Metrics team (with a focus on Merchant Services), works with top providers of payment, fraud management, and data security solutions, supporting transactions in over 130 currencies. The Payments I&M team, comprised of data scientists, design strategists, and business leaders, crafts data products that transform business operations. Be part of a team that impacts thousands of clients globally and promotes significant change within J.P. Morgan. Job responsibilities * Solve difficult, non-routine analysis problems, applying advanced analytical methods as needed. * Conduct analysis that includes data gathering and requirements specification, processing, analysis, ongoing deliverables, and presentations. * Develop and implement data analyses, data collection systems and other strategies that optimize statistical efficiency and quality. * Brainstorm innovative ways to use our unique data to answer business problems. * Extract and understand data to form an opinion on how to best help our clients and derive relevant insights. * Deliver tactical and strategic product and market insights through analytics, reporting and visualization techniques. * Develop visualizations to make your complex analyses accessible to a broad audience. * Use advanced analytics to optimize customer experiences, improve revenue generation, uncover data insights, and drive other business outcomes. * Organize and manage multiple projects with diverse cross-functional stakeholders at once. * Spearhead exploration efforts of new business intelligence tools to assess their potential for future use and modeling within the Merchant Services Analytics group (i.e. ThoughtSpot). * Manage an extensive book of work for BAU and project work. Collaborate and build lasting intelligent solutions. Extract data from various database platforms. Required qualifications, capabilities and skills * 7+ years of total experience within MIS, Business Intelligence, and/or Analytics roles; * Extensive understanding of Merchant Services products, data, and business operations. * Experience analyzing large data sets using programming languages such as Python, R, SQL and/or Spark * Demonstrated knowledge of data warehousing concepts and exposure to one or more Business Intelligence toolsets and database platforms: , Tableau, Thoughtspot, Databricks, Oracle/SQL Server/Teradata, Cognos/BO, SAS/R * Proven experience delivering timely, high quality, analysis from diverse, complex data sources. * Ability to work autonomously while providing regular status updates and meeting objectives. * Excellent communication, presentation, problem solving, and teamwork skills. * Finance/Accounting environment experience
    $109k-134k yearly est. Auto-Apply 50d ago
  • Wealth Strategy & Private Banking Advisor

    Jpmorgan Chase & Co 4.8company rating

    Jpmorgan Chase & Co job in Dallas, TX

    A leading financial institution is seeking an experienced Private Banker in Dallas, Texas. The role demands strong client relationship management skills and expertise in wealth management. Candidates should have at least three years of experience in Private Banking or Financial Services and hold a Bachelor's Degree. The successful candidate will manage client assets, generate new business, and provide tailored financial solutions. This position requires strong communication skills and a proactive approach to meeting client needs. #J-18808-Ljbffr
    $54k-88k yearly est. 2d ago

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