Business Banking Customer Relationship Liaison (Hybrid - Rockville, MD)
M&T Bank job in Rockville, MD
Provide an optimal experience to existing and prospective Business customers, ensuring creation of a consultative relationship and the provision of seamless customer service. Act as a liaison between the customer and Business & Retail Banking representatives, loan administrators, and other relevant Bank departments to enhance communication and grow opportunities in business development activities.
Primary Responsibilities:
Maintain frequent contact with customers throughout the customer lifecycle, ensuring seamless onboarding, analysis of service needs and consultation on service enhancements. Work to assist customers with overcoming obstacles and help to identify potential solutions.
Assist Alternative Relationship Managers on the Business Banking Team with managing the team's portfolio of customer relationships working to deepen connections using proactive touchpoints and referrals and providing a supportive environment for customers to explore bank provided products and other opportunities.
Act as liaison with other areas to coordinate timely completion of applications and other documentation, processing and closing of loans, as well as other relevant transactions. Document and track relevant information to ensure customer needs are being met.
Maintain up-to-date information/knowledge regarding current or potential customer accounts. Ensure all loan packages are uploaded in ERM/nCino. Collect and input KYC info for all new accounts and applications. Initiate and assist with KYC refresh targets by assigned due dates.
Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area.
Act as liaison with other internal areas to ensure timely workflow of document production for loans and proper management of loan portfolio.
Coordinate processing of loan application and documentation and booking and processing loans. (nCino Approval Conditions, SBA Authorization/SBA concurrence, Flood certs, flood escalations and lien carveout language to ensure dates entered (Reg B) .
Coordinate clearance of delinquent documents and other exceptions with appropriate areas. Coordinate the loan closing/settlement, ensuring all documentation is completed on a timely basis.
Monitors Portfolio Loan activity and takes action to correct if deemed necessary.
Assists with deposit servicing needs of business banking or commercial real estate customers (maintenance of accounts - change of business type or signer changes).
Maintain credit files. Process requests for research, corrections, loan payments, loan advances, collateral releases, wire transfers and credit inquiries. Clearing any outstanding exceptions in STOC with escalation after 3rd attempt .
Review and rectify loan booking errors and any loans on the 475 report with 24 hrs.
As appropriate, analyze financial information under direction of Relationship Manager and assist in preparing cash flow and collateral schedules, covenant sensitivity calculations, financial models and guarantor statement analysis.
Innovate ways to creatively connect the target communities and organizations with M&T Bank as well as with other available resources to generate growth and educational opportunities for all markets.
As needed, attend client / prospect calls with RMs to gain a thorough understanding of the client / prospect and their business to effectively assist in annual reviews, renewals, and prospect conversions. Assist RMs in related portfolio management activities. Work with business partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers.
Independently calls on customers, in person and on the phone, to build strong customer relationship, analyze service enhancements and identify sales opportunities. Coordinate pre and post call planning sessions with parties involved.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned
.
Scope of Responsibilities:
The incumbent must possess the ability to initiate independent action, using skill and judgment in identifying and resolving problems and anticipating customer needs. Ability to take on any additional activities or projects. Ability to work with moderate job supervision with emergent demonstration of a leadership role within the relevant markets. This allows the business relationship managers to focus on generating sales and not the administrative responsibilities.
Managerial/Supervisory Responsibilities:
N/A
Education and Experience Required:
Bachelor's degree and a minimum of 2 years of customer service experience or in lieu of a degree a combined minimum of 6 years higher education and/or work experience, including a minimum of 4 years customer service experience
Knowledge of the bank's core word processing and spreadsheet applications, and loan, deposit and customer contact systems.
Knowledge of the bank's products, operations, policies, and procedures.
Solid familiarity with banking regulations, financial statements and commercial loan documentation required.
Solid verbal and written communication skills
Strong customer service skills with the willingness to utilize those skills in participating in the department's sales and customer retention activities.
Ability to work as a team member, and to work effectively under pressure with tact and diplomacy.
Strong interpersonal and presentation skills required.
Highly motivated, detail-oriented self-starter.
Education and Experience Preferred:
Bachelor's degree and a minimum of 4 years of customer service experience or in lieu of a degree a combined minimum of 8 years higher education and/or work experience, including a minimum of 4 years customer service experience
Thorough knowledge of bank related systems and software used to open and service deposit and lending accounts (ie: PACE, APPRO, ACAPS, nCino, OTP, Hogan, ERM, AKM, OnDemand, CTA, etc.)
Demonstrated Sales ability
Ideal candidate would have previous Relationship Liaison and Branch Manager experience
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $28.72 - $47.87 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationRockville, Maryland, United States of America
Auto-Apply2026 Corporate Summer Internship Program - Marketing Domain Analytics
M&T Bank job in Baltimore, MD
Summer Interns complete a 10 week internship centered around professional development, career growth and building the necessary skills to succeed. Summer Interns participate in projects and department initiatives that accelerate career growth and play an important role in building the future of the Bank. As an Intern, you will gain exposure to other departments through guest speakers and industry leaders and a built-in network with peers as well as priority consideration for full time opportunities throughout the Bank.
**Domain Analytics Team - Part of the Customer and Transformation Office**
We provide analytical insights that empower Marketing and Digital Product organizations to drive business growth, strengthen customer relationships, and accelerate digital adoption.
Our work spans:
+ **Experimentation & Measurement** - Designing and analyzing tests to optimize customer acquisition for Retail and Business Banking segments.
+ **Cross-Channel Analytics & Attribution** - Understanding how customers interact across channels and identifying what drives engagement.
+ **Digital Journey Analytics** - Uncovering insights from web and app behaviors to improve customer experiences.
+ **Data Products & Ad-Hoc Analysis** - Building dashboards and self-service tools, and delivering quick-turn insights to answer business questions.
**Primary Responsibilities:**
+ Complete duties and responsibilities of an entry-level professional nature specific to assigned area of the Bank.
+ Ensure activities adhere to established internal policies and external regulations as applicable.
+ Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
+ Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
+ Promote an environment that supports belonging and reflects the M&T Bank brand.
+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Complete other related duties as assigned.
**Scope of Responsibilities:**
The jobholder works under immediate supervision.
**Supervisory/Managerial Responsibilities:**
Not Applicable
**Education and Experience Required:**
+ Currently pursuing a Bachelor's or Master's degree
+ Minimum Cumulative GPA of 3.0
+ Work Visa Sponsorship not offered for this role
**Education and Experience Preferred:**
+ Strong written and verbal communication skills
+ Demonstrated computer skills
+ Proven analytical skills
+ Proven critical thinking skills
+ Strong organizational skills
+ Detail-oriented
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.00 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter.
**Location**
Baltimore, Maryland, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
Private Banker
Washington, DC job
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
We are seeking a high potential candidate ("Private Bankers" or "PB") to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s).
Job Description/Position Responsibilities
* Partner with FAs to provide advice and potential cash management and lending solutions to clients
* Build product awareness and understanding among Financial Advisors
* Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue
* Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc.
* Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients
* Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
* Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
* Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services
* Understand competitive environment and develop strategies to retain and win new business
* Develop and implement product marketing strategies with Branch Management and FA team
* Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners
Qualifications:
* Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank
* Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities
* Experience in understanding the financial needs of all types of clients
* Proven new business development / origination experience with Lending products is required
* Completion of formal credit training strongly preferred
* Bachelor's degree preferred or relevant experience
Skills/Abilities:
* Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
* Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
* Ability to understand the financial needs of the retail brokerage clientele.
* Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships
* Possess excellent business development and marketing skills and desire to consistently achieve top revenue results
* Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
* Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
* Detail orientation with strong organizational and analytical skills
* Ability to train Financial Advisors on product suite
* Possess excellent oral and written communication skills
* Exceptional presentation skills
* Ability to meet deadlines and manage Financial Advisor and client expectations
* Good collaboration skills in a team-oriented environment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
Salary range for the position: $110,000 - $190,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
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).
Auto-ApplyTreasury Management Officer - Northeast Government
Washington, DC job
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Government Banking serving the Mid-Atlantic region based out of Washington DC, you will generate new treasury management business and maintain relationships with State and Local Governments. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Associates, Analysts , Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job Responsibilities
Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms.
Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required Qualifications, Capabilities and Skills
6+ years of cash management, sales and relationship management experience
Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
Excellent verbal and written communication skills
Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
Strong time management, organizational and planning skills
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred Qualifications, Capabilities and Skills
Bachelor's degree
Certified Treasury Professional designation
Strong creative solution and problem-so
Auto-ApplyNFR Framework Policies Professional
Baltimore, MD job
Non Financial Risk: NFR Framework Policies Professional The NFR (Non-Financial Risk) Framework Policies and Rules Management team in LCD comprises two primary functions: (i) the Policies team, which sets standards for LCD policies and procedures and Enterprise Risk Management (generally, firmwide) policies and maintains the firm's repository for policies and related documents and (ii) the Rules Management team, which manages the rules management framework and maintains the Firm's rules management system. The role will be responsible for assisting with the review and reissuance of various global and NFR Framework policies and procedures, as well as for the administration of the policy frameworks for LCD and Enterprise Risk Management policies.
Professionals within Legal and Compliance (LCD) provide a wide range of services to our business units. They might help to structure a complex and sensitive cross-border transaction; advise on a new product introduction; develop a training program or defuse an investor dispute. They preserve the firm's invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the firm's businesses.
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.
Policies Responsibilities That This Role Will Support:
The role will be responsible for assisting with the review and reissuance of various global and NFR Framework policies and procedures, as well as for the administration of the policy frameworks for LCD and Enterprise Risk Management policies. It will require collaboration with regional/divisional policy teams, a support team in Mumbai, the technology teams that support related systems, and policy owners and other stakeholders. Primary Responsibilities
> Assist with the review, approval and reissuance processes for global and NFR Framework policy content owned by LCD, working with content owners and other stakeholders as needed
> Coordinate with regional/divisional policy teams on the development of annual policy plans and the tracking of progress to plan
> Support production and distribution of the monthly Non-Financial Risk Policy Bulletin, which is a firmwide communication on new and updated LCD policies and procedures
> Assist with coordinating Enterprise Risk Management policy reviews
> Work with the Mumbai team and regional/divisional policy teams to maintain consistent policy management standards
> Advise regional/divisional policy teams on policy content and governance questions
> Maintain framework documents owned by the Policy Team, including the LCD Policy Framework and Procedures and Global Policy Mandate, as well as the team's internal procedures
> Other tasks and responsibilities as needed Candidates must have:
> Undergraduate degree
> 3+ years of experience in Operational Risk, Compliance, Legal or regulatory roles relating to the financial services industry
> Excellent written and oral communication skills
> Strong organizational skills with the ability to maintain attention to detail across multiple simultaneous projects
> Ability to work with global and cross-functional teams spanning Legal and Compliance and other areas of the Firm
> Creative problem-solving skills and high level of learning agility and initiative
> Strong Microsoft Word, PowerPoint and Excel skills
Skills Desired
> Experience with policies and procedures drafting, reviewing and/or management
> Project management experience
> Experience working with offshore teams
> Comfort working with technology systems and applications; programming skills not required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
Salary range for the position: $60,000 and $95,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 15 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
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).
Auto-ApplyCompliance and Operational Risk Analyst - Year Up
Washington, DC job
Charlotte, North Carolina, United States;Washington, District of Columbia; New York, New York **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.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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 assisting the Compliance and Operational Risk officer team to execute second line of defense compliance and operational risk oversight for a Front Line Unit (FLU), Control Function, and Third Parties. Key responsibilities include ensuring requirements of the Global Compliance Enterprise Policy, the Operational Risk Management Enterprise Policy (collectively "the Policies"), the Compliance and Operational Risk Management Program and Standard Operating Procedures are implemented. Job expectations include identifying, challenging, escalating, and mitigating risks in a timely manner to provide independent challenge to FLU processes and controls.
**Responsibilities:**
+ Assists in assessing risks, associated controls, and their effectiveness, driving compliance with applicable laws, rules, and regulations while adhering to policies and developing reporting and documentation
+ Engages in activities to provide support to the Compliance and Operational Risk teams in order to provide independent compliance and operational risk oversight of Front Line Unit or Control Function performance and any related third party and vendor relationships in alignment with the Global Compliance - Enterprise Policy, the Operational Risk Management - Enterprise Policy (collectively "the Policies") and the Compliance and Operational Risk Management Program and Standard Operating Procedures
+ Supports the identification and escalation of problems or issues that arise, driving actions to address the root causes that lead to compliance risk issues and operational risk losses
+ Assists in the development of independent risk management reporting for respective area(s) of coverage as input into management routines
**Skills:**
+ Monitoring, Surveillance, and Testing
+ Process Management
+ Regulatory Compliance
+ Reporting
+ Risk Management
+ Active Listening
+ Attention to Detail
+ Issue Management
+ Policies, Procedures, and Guidelines Management
+ Business Process Analysis
+ Critical Thinking
**Required Background**
Must be a current Year Up intern at Bank of America
**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.
External Engagement Manager - Global Info Security
Washington, DC 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!
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
Manual Ethical Hacker
Washington, DC job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity.
This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business.
Key Responsibilities in order of importance:
* Perform assigned analysis of internal and external threats on information systems and predict future threat behavior
* Incorporate threat actors' tactics, techniques, and procedures into offensive security testing
* Perform assessments of the security, effectiveness, and practicality of multiple technology systems
* Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security.
* Prepare and present detailed technical information for various media including documents, reports, and notifications
* Provide clear and practical advice regarding managed risks
* Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills
Required Skills:
* Minimum of 4 years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment
* Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services
* SQL injection/XSS attack without the use of tools
* Experience performing manual code reviews for security relevant issues
* Experience working with SAST tools to identify vulnerabilities
* Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings
* Experience performing manual web application assessments i.e., must be able to simulate a
* Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies)
* Experience with vulnerability assessment tools and penetration testing techniques
* Solid programming/debugging skills
* Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map
* Threat Analysis
* Innovative Thinking
* Technology Systems Assessment
* Technical Documentation
* Advisory
Desired:
* CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar
* Strong programming/scripting skills
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Teller 20 hrs - Tyson's Plaza
McLean, VA 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
+ Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program
+ 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 End Date:**
5 Dec 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-502101
2026 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
Baltimore, MD job
JobID: 210634577 JobSchedule: Full time JobShift: Base Pay/Salary: Westlake Village,CA $100,000.00-$110,000.00; Baltimore,MD $100,000.00-$110,000.00; Washington,DC $100,000.00-$110,000.00; Summit,NJ $100,000.00-$110,000.00; Pasadena,CA $100,000.00-$110,000.00; Palo Alto,CA $100,000.00-$110,000.00; Los Angeles,CA $100,000.00-$110,000.00; San Diego,CA $100,000.00-$110,000.00; Greenvale,NY $100,000.00-$110,000.00; Rochester,NY $100,000.00-$110,000.00; Greenwich,CT $100,000.00-$110,000.00; Denver,CO $100,000.00-$110,000.00; Boston,MA $100,000.00-$110,000.00; Minneapolis,MN $100,000.00-$110,000.00; Las Vegas,NV $100,000.00-$110,000.00; Walnut Creek,CA $100,000.00-$110,000.00; Irvine,CA $100,000.00-$110,000.00; San Francisco,CA $100,000.00-$110,000.00; Seattle,WA $100,000.00-$110,000.00; Manhattan Beach,CA $100,000.00-$110,000.00; Chicago,IL $100,000.00-$110,000.00; New York,NY $100,000.00-$110,000.00
If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our clients while building your own expertise.
As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us.
The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
Job responsibilities
* Work with a team of advisors and specialists to bring in new clients and serve existing clients
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Required qualifications, capabilities, and skills
* Pursuing a Bachelor's or Master's degree
* Graduation date of December 2025 through June 2026
* Highly driven person who enjoys working in teams to develop complex solutions
* Exceptional interpersonal, communication, analytical and problem-solving skills
* Excellent organizational skills and ability to multitask
* Genuine interest in financial markets and macro-level economic trends
* Desire to ultimately work with external clients in a relationship building and sales capacity
* Ability to thrive in a fast-paced, collaborative environment
* Highly inquisitive, focused and pro-active
* Good judgment and discretion when working with confidential information
* To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Our Locations
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, MI
Boston, MA
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Columbus, OH
Dallas, TX
Denver, CO
East Bay, CA
Fort Lauderdale, FL
Fort Worth, TX
Grand Rapids, MI
Greenwich, CT
Houston, TX
Indianapolis, IN
Irvine, CA
Jacksonville, FL
Las Vegas, NV
Long Island, NY
Los Angeles, CA
Manhattan Beach, CA
Miami, FL
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Minneapolis, MN
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Tampa, FL
Tulsa, OK
Washington D.C.
Westlake Village, CA
JPMorgan Chase is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles. The JPMorgan Chase U.S. Benefits Program is generally available in whole or in part to most employees in the U.S. who meet the eligibility criteria.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Join Us
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.
We're located in more than 120 offices across 11 countries and 25 states. Guided by industry leaders, our teams deliver best-in-class service for our clients around the world. J.P. Morgan was named 2021's "Best Private Bank in the World" and "Best Private Bank in North America" by Global Finance magazine. For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision.
Auto-ApplyProduct Design Lead - Digital Consumer Experience
M&T Bank job in Baltimore, MD
**_Sponsorship is not available for this position including anyone on an F-1 student visa including those eligible for CPT/OPT or the Stem OPT extension._**
**Overview:**
We're seeking a strategic, systems and scale-minded Lead UX Strategist to join our design team supporting the Digital Consumer Experience Product Suite - someone who is energized by a blank slate, as well as comfortable and experienced with the ambiguity of early-stage product development.
This role will focus on shaping the future of our consumer digital products, leading the development of a strong product vision, evolving our design strategy and implementation processes to bring that vision to life, and supporting the early stages of the design lifecycle through experience definition and rapid concepting.
You will be joining an established team that sits within a larger Digital Design Organization, that supports our enterprise's Digital function.
**Primary Responsibilities:**
**As a Leader, you will...**
+ Collaboratewith Business ProductOwnership &Management stakeholders to evolve our Digital Products so they help achieve their Businesses Objectives and Key Results.
+ ShepardProduct Experience Visions and Roadmaps, that clearly communicate theintendedevolutionof our products,andthevaluethey'llprovide ourcustomers and usersover time.
+ Confidently strategize and plan product-level discovery and concept design exercises that influence the shape features take, streamlining thedetailed feature design and developmentprocess.
+ Exercise a strong player-coach mindset, focusing both on creating clarity for other designers on the team, shaping and delegating work thatacceleratesyour core efforts, or carries that work forward.
+ Drive effective research-driven decision-making in our design workflows, in partnership with our research team members and your peer design leads.
+ Partner with other design leads on the team, as well as our design producer, toelevate our design and experience craft; emphasizing high quality and consistent outputs that effectively meet our business and experienceobjectives.
**As an Individual Contributor, you will...**
+ Consistentlydemonstratethought-leadership to envision and design a desired end-state that meets business goals and end user needs/expectations, as informed by research.
+ Lead fast-paced ideation, concepting,and prototyping sessions to explore andvalidateexperience directions early in the product lifecycle.
+ Define and evolve the structure of our products,anticipatingfuture areas of change and growth, and settinginformation architecturestrategies addressing aspects suchasdensity, and purpose.
+ Mentor Product Designers alongside your peers and build knowledge of design thinking among product teams and senior leadership.
+ Strategize and plan early-stage prototype and test methodologies to drive the team and partners to product design decisions.
**Excellent candidates will also...**
+ Have experience shaping a Product through multipleevolutions andhas managed multiple designersassistingin shaping and designing thoseiterationsinto development-ready features.
+ Have the capacity to improve the team and program muscle in UX Strategy, Wireframing, and Concepting,establishingstandardsand defining what good looks like, and upskilling the team.
+ Be comfortable in driving evolutions programoperatingmodels, ensuring program leadership is maturing when and where design and researchparticipatesin the Product Design and Development process.
+ Demonstrate deep knowledge and experience inutilizingand growing design systems that feed multipleprograms andevolving team operations to fluidly influence and pull patterns into the system itself, as well as our work and products.
+ Have front-end, generativeresearch experience, either defining and leadingresearch directly, orparticipatingin a supporting role in the definition and execution of research exercises.
**Managerial/Supervisory Responsibilities:**
Lead and mentor a team
**Education and Experience Required:**
Bachelor's degree in UX Design, Human Computer Interaction, Industrial Design, or similar, and a minimum of 5 years relevant experience or in lieu of a degree, a combined minimum of 9 years of education and/or relevant/product design work experience.
+ Provenexpertisein Product Design/Human-Centered Design
+ Experience creating use cases, flow diagrams, prototypes,scenariosand wireframes to communicate ideas and designs to diverse groups of stakeholders
+ Understanding of strengths and shortcomings ofdifferent designthinking methods, including when and how to apply them during product development processes
+ Hands-on experience of designing for a variety of digital touchpoints and non-digital channels and supporting the delivery of those designs
+ Experience supporting the full product development process, from vision to launch to iteration
+ Experience functioning as a project leader as well as an individual contributor
+ Ability to mentor and educate others on the value and principles ofgood experiencedesign
+ Team player who is comfortable navigating ambiguity within a self-directed culture
+ Ability toestablishstrong working relationships with colleagues, clients, and key stakeholders
+ Extensive experience conducting remote and in-person workshops; strong familiarity with supporting tools such as Miro and Webex
+ Experience with design and prototyping tools such as Adobe, Sketch, InVision, Figma or other similar tools used widely in the design community
+ Proficiencyin industry best practices for desktop, mobile and web applications
+ Experience with accessibility standards, cross-platform issues, mobile userinterfacesand systems-thinking
**Core Competencies:**
+ Customer Centric - Outside in perspective with a focus on improving the customer experience
+ Curiosity - Seeks out ways to improve the customer experience
+ Resilient - Respectful of broad opinions and makes tough calls with ease
+ Driven & Prioritization - Self-motivated and knows how to say no
+ Challenges assumptions
+ Decisive & Lead Taking - Sense of urgency with an ability to inspire followers
+ Takes ownership witha strong senseof accountability
+ Interdependent - Communicates andconvenesothers; reaches across boundaries
+ Continuously seeks out ways to improve
+ Familiarity with design systems
+ Experience in financial services industry a plus
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $113,300.00 - $188,800.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Baltimore, Maryland, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
Risk Management - Lead Credit Officer - Vice President
McLean, VA job
Bring your expertise to JP Morgan 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.
As a Lead Credit Officer - Vice President in Middle Market Banking and Specialized Industry Credit Risk team, you will partner with a cross functional team delivering credit solutions that support a range of needs from working capital and general corporate purposes to acquisition finance and dividend recapitalizations. Additionally, you will work with family-owned businesses, financial sponsors and some publicly traded companies. You will be responsible for analyzing and structuring new financing solutions as well as ongoing portfolio management in support of a range of needs from working capital and general corporate purposes to acquisition finance and dividend recapitalizations with execution on both a bilateral basis and in the syndicated finance market with a heavy emphasis on the latter. Additionally this Vice President position involves extensive interaction with clients, internal partners, legal counsel, and other lenders, etc. Additionally this role supports Middle Market Banking and Specialized Industries for the Mid-Atlantic region which covers companies generally between $20 million and $2 billion in revenues across a wide variety of industries including federal government contractors.
**Job Responsibilities**
+ Utilize excellent credit analysis and financial modeling skills to analyze and structure new transactions and work independently on the assigned credit portfolio.
+ Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics.
+ Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership.
+ Lead complex transactions including negotiations and legal documentation for bilateral and syndicated finance structures.
+ Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving.
+ Act with a sense of urgency and drive execution to meet both internal and client deadlines.
+ Partner effectively to develop fulsome client relationships, including being looked to as an expert on Structuring and Credit Policy and will be viewed as the "go-to" person for credit by both internal partners and clients.
+ Provide leadership in the market by being a positive contributor to the team, including being a mentor to less experienced team members, embracing change and participating in various projects or improvement exercises for the benefit of the organization.
+ Demonstrate excellent communication skills both internally and externally and use those communication skills to effectively solve problems.
**Required qualifications, capabilities and skills**
+ BA/BS/BBA degree is required.
+ Completion of a major corporate or commercial bank credit training program (or the equivalent corporate banking/corporate finance experience) and a thorough understanding of bank credit policies and procedures.
+ At least five years' experience in commercial banking/lending including extensive credit analysis, structuring and loan documentation experience
+ Significant accounting and finance knowledge and superior financial modeling skills.
+ Strong working knowledge of credit agreements and other loan documentation along with solid negotiation skills.
+ Demonstrated excellent verbal and written skills, interpersonal skills, and analytical and problem-solving skills.
+ Excellent organizational and project management skills; able to manage competing priorities under tight deadlines.
+ Proven ability to collaborate and build strong partnerships.
+ Intellectual curiosity with a proven ability to learn quickly.
+ High degree of initiative, self-direction, and ability to work well under pressure.
**Preferred qualifications, capabilities and skills**
+ Experience with lending to sponsor-backed companies and/or experience lending to federal government services companies
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
Wealth Management Client Associate
North Bethesda, MD job
North Bethesda, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************
**:**
_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._
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
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.
Information Security Engineering Manager
McLean, VA job
About this role: Wells Fargo is seeking an Information Security Engineering Manager in Technology as part of Cybersecurity. Learn more about the career areas and lines of business at wellsfargojobs.com. Wells Fargo is seeking an Information Security Engineering Manager to lead a cross-functional team of talented detection engineers and operationalize innovative capabilities within the SIEM platform.
This team provides 24x7 on-call support for security incidents as well as data onboarding and normalization, data feed health and maintenance, data model health and maintenance, and ad-hoc support requests for the SIEM. This team operates under the Agile Scrum framework supporting multiple security monitoring focused teams.
In this role, you will:
* Manage a team of talented engineers that design, document, test, maintain and provide issue resolution recommendations for highly complex security solutions related to networking, cryptography, cloud, authentication or directory services, email, internet, applications or endpoint security
* Manage security consulting on large projects for internal clients to ensure conformity with corporate information security policy, and standards
* Possess subject matter expertise at a mastery level in current and emerging security solutions and best practices
* Review and correlate security logs, including overseeing data onboarding and normalization best practices
* Manage computer security incident response activities for highly complex events
* Conduct technical investigation of security-related incidents, and conduct post-incident digital forensics to identify causes and recommend future mitigation strategies
* Manage implementation of information security such as availability, integrity, confidentiality, risk management, threat identification, modeling, monitoring, incident response, access management, and business continuity
* Define, track and report on key performance indicators to demonstrate value add for the team
* Implement and refine established best practices, processes and workflows to increase team efficiency and continuous improvement
* Mentor and guide talent development of direct reports and assist in hiring talent
Required Qualifications:
* 4+ years of Information Security Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 2+ years of Leadership experience
Desired Qualifications:
* Experience leading a Scrum team and a deep knowledge of Agile practices
* Experience with data onboarding and normalization in a large SIEM environment
* Experience with detection engineering for advanced security use cases
* Experience leading a cross-functional team of advanced security engineers
* Proven ability to lead, develop, coach and mentor technical teams
* Deep understanding of the MITRE ATT&CK framework
* Experience with SDLC practices and CI/CD deployment
* Deep understanding of cyber threats, adversary tactics, techniques and procedures as it relates to detection development
* Strong written and verbal communication skills
Job Expectations:
* 10% Travel may be required
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$119,000.00 - $224,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
11 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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Senior Trust Officer
M&T Bank job in Washington, DC
Responsible for the administration and fiduciary management of complex trust relationships within client relationships.
Primary Responsibilities:
Apply deep experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion.
Serve as the primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships.
Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create new relationships and expand existing relationships.
Provide superior client service and develop deep relationships with clients to best administer their trust accounts, generate solutions, and meet distribution needs.
Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ensure the client team is aware of trust matters concerning the client.
Manage the new account opening process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements, proxies, investments and tax, correctness of beneficiary information, and that fee agreements are in place; monitor terminations as necessary.
Play a key role in overall client satisfaction and retention through cultivating strong working relationships with clients and their advisors to develop a complete understanding of individual client needs. Communicate client needs and concerns to partners.
Maintain comprehensive knowledge, and coordinate efforts, of appropriate Bank resources, including market leadership, tax liaison team, Legal and Compliance, to ensure timely delivery of quality service and expand client relationships.
Support market efforts to develop new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning trust administration. Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners.
Serve as fiduciary resource to Wealth Advisors and other internal partners.
Support the goals and objectives of the wealth practice and regional leadership by serving as a mentor and role model for less experienced staff.
Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates, as well as industry standards and practices.
Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Scope of Responsibilities:
An important component of the position is the ability to communicate internally with Bank management and executives, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc.
Supervisory/Managerial Responsibilities:
Not Applicable
Education and Experience Required:Bachelors' degree and a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry, including technical trust and planning experience.
Strong verbal and written communication skills
Strong presentation skills
Strong planning skills
Strong organizational skills
Strong customer focus
Thorough knowledge of fiduciary business including decisioning experience in complex fiduciary matters
Experience attracting, expanding, and retaining client relationships including building a significant level of trust with clients
Good investment knowledge of asset allocation strategies
Proficiency with personal computers
Experience maintaining high level of integrity and professionalism
Education and Experience Preferred:
Juris Doctor (JD) or Master's degree
Minimum of 10 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience
CTFA (Certified Trust and Financial Advisor) certification
Strong interpersonal skills
#LI-LA1M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $134,216.04 - $223,693.40 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Washington, District of Columbia, United States of America
Auto-ApplyMortgage Originator
M&T Bank job in Timonium, MD
Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer's financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act.
Primary Responsibilities:
Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data.
Independently assesses applicant's credit worthiness. Has authority to issue pre-qualification statement of borrowers' eligibility.
Determines which products best meet the customer's needs and financial circumstances and advises potential borrowers regarding the advantages and disadvantages of different financial products and the most appropriate mortgage loan programs.
Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed.
Cultivates new mortgage business. Markets, services and promotes the bank's mortgage products. This includes the solicitation of residential first mortgages through contacts with Realtors, builders, and developers.
May be required to travel to and work at prospective customers' homes or business locations. Follows-up on potential customers via travel or telephone.
Negotiates terms and conditions of loan with mortgagors. Has authority to bind the bank in connection therewith.
Ensures lending compliance with all origination procedures including bank policies and procedures and regulatory requirements.
Advises management on effective compliance strategies and potential modifications to corporate operating policies where appropriate to ensure ongoing regulatory compliance.
Independently monitors trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages.
Represents the bank in the community and related functions to identify, develop and promote additional business. May present seminars to general public and real estate agents to promote additional business and community outreach.
Scope of Responsibilities:
The incumbent always works under limited supervision, sometimes away from the office.
The position requires extensive external contacts (potential and existing customers, Realtors, etc.), as well as internal contacts (other Bank personnel) primarily on sales calls outside the office.
Will interact with individuals and teams internally and within the community assigned, developing new relationships and maintaining existing relationships
Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act.
Education and Experience Required:
Associates degree and 2 years sales experience,
OR in lieu of a degree,
A combined minimum of 4 years higher education and/or relevant work experience, including a minimum of 2 years sales experience.
Thorough knowledge of FHA/VA regulations, conventional loan requirements and real estate law.
Education and Experience Preferred:
Technical Skills
General knowledge of personal computers and software programs utilized by Residential Mortgage Department
Proven sales ability.
Strong mathematical skills.
Self-motivated, well-organized individual.
Excellent verbal and written communication skills.
Ability to interact with individuals at all income levels and peers in a professional manner.
Demonstrated ability to work independently and to follow through on details to completion.
Ability to work under critical time constraints.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationTimonium, Maryland, United States of America
Auto-Apply2026 Community Branch Management Program - Greater Washington
M&T Bank job in Silver Spring, MD
The Community Branch Management Program (CBMP) is an accelerated leadership development program designed to provide participants with a deep dive into the Customer Centric world of the Consumer Bank. During this 1-year program, Branch Management Trainees engage in a variety of Core Training sessions which includes classroom training, departmental overview presentations and observations, interactions with Senior Leadership across the Retail Bank, and special projects that arise. Branch Trainees will also have On-the-Job (OJT) responsibilities which will vary by market and are assigned by the mentoring manager.
**Primary Responsibilities:**
+ **Community Branch Management Program** **Core Training** - Branch Management Trainees will complete a one-year training program while creating and adding value to the Retail and Consumer Bank. Trainees will participate in training throughout the one-year program to learn banking, basic financial skills, effective communication and coaching practices, and advanced leadership/interpersonal skills. Throughout this time, trainees will develop a solid understanding of banking functions, processes, and operations by engaging with customers to identify financial needs across all product and service lines, resolving complex service issues, and completing accurate and timely processing of various types of transactions. Trainees will also collaborate with local small business leaders to grow community partnerships as well as taking an active role in coaching and developing their team to achieve their individual career goals.
+ **On-the-Job Training** - The fundamental skills taught in core training are combined with OTJ training based on individual needs of the branch and Market. Job specific training will cover departmental risk policies, procedures, systems, and financial products. Upon completion of the CBMP, Branch Management Trainees will have basic skills necessary to become entry-level professionals and/or managers in their assigned branch, based on individual performance.
+ **Branch Network Training** - Branch Trainees will learn numerous functions relating to operations, service, and sales in preparation for a Branch Leadership position. This will include:
+ Exposure opportunities to master communication and personal interaction skills, detailed product knowledge, maintaining operational efficiencies, sales skills, and achievement of sales goals.
+ Playing a key role in the Customer Experience, Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC), customer information profile (CIP) and branch operations).
+ Learning all product and service lines to be able to engage with customers to identify financial needs, resolve service issues, and complete accurate and timely processing of teller transactions.
+ Learning to collaborate with local small business leaders to grow your community partnerships as well as how to coach and develop a team to achieve their individual, personal, and career goals.
+ **Other Assigned Duties:**
+ Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
+ Promote an environment that supports belonging and reflects the M&T Bank brand.
+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Complete other related duties as assigned.
**Scope of Responsibilities:**
The Community Branch Management Program (CBMP) is an accelerated leadership development program designed to provide participants with a deep dive into the Consumer Bank. During this 1-year program, Branch Management Trainees engage in various of Core Training sessions and On-the-Job (OJT) responsibilities which will vary by market and are assigned by the mentoring manager.
**Managerial/Supervisory Responsibilities:**
N/A
**Education and Experience Required:**
Bachelor's (or MS/MBA) candidates with:
+ Minimum Cumulative GPA 3.0
+ Customer facing/retail work experience
+ Outstanding written and verbal communication skills
+ Strong interpersonal skills
+ Demonstrated presentation skills
+ Proven leadership abilities
+ Demonstrated analytical & computer skills
+ Work visa sponsorship not offered for this role
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $29.57 - $43.99 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter.
**Location**
Silver Spring, Maryland, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
Marketing Manager -Customer Engagement & Retention
M&T Bank job in Washington, DC
M&T Bank's Growth Marketing team is seeking a highly motivated and experienced senior manager to lead the Customer Engagement & Retention Marketing team. This role is responsible for leading strategies that deepen customer relationships, increase product adoption, and drive long-term loyalty. This position combines strategic leadership with hands-on execution, overseeing lifecycle marketing initiatives such as onboarding, engagement, lead management, cross-sell, and retention programs.
The ideal candidate is data driven and customer centric, with a deep understanding of customer life cycle marketing, data drive personalization and omni channel marketing. The role requires collaboration across product, marketing, and channel teams.
**Primary Responsibilities:**
+ **Strategic Leadership:** Define and lead enterprise-wide engagement and retention strategies aligned with business objectives and customer needs.
+ **Team Development:** Coach and develop team members; oversee prioritization of work and delivery of outcomes; build capabilities to meet evolving marketing needs.
+ **Lifecycle Marketing:** Design and implement programs for onboarding, activation, cross-sell, and retention across digital and offline channels.
+ **Personalization & Segmentation:** Use customer data and behavioral insights to create targeted campaigns that drive engagement and product adoption.
+ **Campaign Execution:** Oversee end-to-end execution of multi-channel campaigns (email, web, direct mail, digital media) ensuring timely delivery and compliance.
+ **Performance Optimization:** Establish KPIs, monitor results, and apply insights to continuously improve programs.
+ **Cross-Functional Collaboration:** Partner with Marketing, Product, Analytics, Digital, and Sales teams to align engagement strategies with enterprise goals.
+ **Resource Management:** Understand team capacity and throughput; collaborate with leadership on resource allocation.
+ **Compliance & Risk Management:** Ensure all campaigns adhere to regulatory standards and internal risk policies.
+ **Thought Leadership:** Stay current on industry best practices and emerging trends in customer engagement and loyalty marketing.
+ **Quality Control:** Provide oversight for customer-facing communications to ensure consistency, accuracy, and brand alignment.
**Managerial/Supervisory Responsibilities:**
Leads a team of individual contributors.
**Education and Experience Required:**
Bachelor's Degree
7 years of marketing experience (Or in Lieu of a degree, a combination of 11 years of higher education and relevant experience)
2 years managerial experience
Proven experience in customer engagement, retention, or lifecycle marketing.
Demonstrated ability to develop talent and manage team performance.
Strong analytical skills and experience with data-driven decision-making.
Ability to resolve escalated issues and complex problems independently.
Senior-level technical expertise and independent judgment in area of responsibility.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Buffalo, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
Pipeline Universal Banker- Washington DC branches
M&T Bank job in Washington, DC
Thank you for your interest in joining our team!
You are applying to a
Universal Banker pipeline requisition
for our Washington DC branches. This is not for a specific open position, but rather a way for us to keep your information on file and consider you when a suitable role becomes available.
Because this is part of our ongoing talent sourcing process, it may take longer than usual to receive updates or a response regarding your application. We appreciate your patience and look forward to connecting when the right opportunity arises.
Overview:
Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner.
Primary Responsibilities:
Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer's identified needs.
Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions.
Explain the high-level criteria used to decision loan applications.
Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs.
Follow the Bank's sales process and provide simplified, customer-focused advice and guidance.
Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships.
Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them.
Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs.
Introduce appropriate banking partner when servicing needs present an opportunity for a product solution.
Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities. Identify and escalate cases of suspected fraud.
Resolve and accurately log all customer complaints in the appropriate system.
Review, approve and help resolve Consumer and Business Banking customer overdrafts.
Accurately complete customer transactions.
Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
Complete other related duties as assigned.
Scope of Responsibilities:
The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. The position is a key driver of sales and the customer experience within the branch. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company's culture and brand. In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing and processing of transactions.
Managerial/Supervisory Responsibilities:
Not Applicable
Education and Experience Required:
High school diploma or equivalent (GED) and a minimum of 1 year's proven retail sales, call center, customer service, or telesales experience
Strong verbal communication skills
Strong interpersonal skills
Ability to interact with varying customers (consumer to small business)
Ability to effectively handle difficult customer conversations
Well-organized
Proven time management skills
Proven prioritization skills
Ability to work under critical time constraints in a team environment
Proficiency with internet user-level technology
Education and Experience Preferred:
Bilingual based on branch needs
Proven referral and/or sales ability
Physical Requirements:
Ability to stand for long periods of time
Prolonged use of hands and fingers
Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs.
Ability to read fine print
Ability to interact with customers in an open face-to-face work environment
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.00 - $32.60 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationWashington, District of Columbia, United States of America
Auto-ApplyInvestment Banking - Mid-Cap Investment Banking - Associate
Washington, DC job
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Washington DC.
As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
Develop content for strategic meetings with clients regarding M&A or capital market transactions
Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
Provide leadership, mentorship and supervision to Associates and Analysts
Participate in graduate recruiting
Required qualifications, capabilities, and skills
Prior work experience in an investment banking front office role.
A well-rounded academic background from a top tier educational institution.
Strong financial modelling skills
Understands transaction cycle and the steps in the process and is execution oriented.
Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
Self-directed, highly motivated, and able to work independently
Auto-Apply