The Summer Executive Associate (SEA) Program is designed for 1st year MBAs 10 weeks of impactful project-based assignments, with significant access to senior management and the bank's previous Executive Associates (EA). **Primary Responsibilities:**
+ Perform project and/or management related assignments in such functional areas as Treasury, Trust and Investment Services, Credit, Finance, Retail Banking, Commercial Banking, and Technology and Banking Operations.
+ Work directly with senior leaders in completion of assignments.
+ Perform other related assignments as requested by management.
+ 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:**
Perform project/management related assignments in field of expertise within the Summer Executive Associate Program.
**Supervisory/ Managerial Responsibilities:**
Not applicable.
**Education and Experience Required:**
+ Current enrollment in an MBA Program from an accredited business school.
+ Minimum two years professional, full time work experience.
+ Demonstrated leadership potential, as evidenced through previous work experience, extracurricular activities, or community involvement
+ Excellent communication and interpersonal skills, with the ability to collaborate effectively with individuals at all levels of the organization
+ Strong analytical and problem-solving skills, with the ability to think strategically and critically analyze complex business challenges
+ Strong project management skills and the ability to handle multiple priorities and deadlines
+ 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 $100,000 - $171,000. 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**
Buffalo, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$100k-171k yearly 60d+ ago
Looking for a job?
Let Zippia find it for you.
Retail Business Risk Analyst III - Monitoring and Testing (Hybrid in Buffalo, NY)
M&T Bank 4.7
M&T Bank job in Buffalo, NY
**** Work Arrangement/Location: This is a hybrid position requiring in-office work three days every week (Tuesday, Wednesday, & Thursday) and it is based at the One M&T Plaza office in Buffalo, NY.** Support the first line of defense risk management function by assisting with the identification and assessment of risks, risk monitoring and testing, and issues management. Provide assistance in the development of various operational risk/compliance related initiatives within the line of business and manage the implementation of less complex initiatives.
**Primary Responsibilities:**
+ Responsible for completely and accurately documenting key business unit processes. Identify and assess risks and internal controls associated with these key processes.
+ Actively participate in the planning, execution and reporting of the business unit's risk-based testing program. Perform control testing in accordance with M&T's First Line of Defense Guidance on Management of Risks & Internal Controls and professional standards.
+ Specific control testing responsibilities will involve planning and execution of control and substantive testing, assistance in the review of testing, and evaluating results to determine if issues exist. Independently perform scripted testing of controls and communicate results.
+ Monitor business unit performance with respect to established key risk indicators (KRIs) and assist in the creation of comprehensive KRI reporting.
+ Accurately complete Risk Control Self Assessments (RCSAs) and other risk management reporting. Assist in the reporting of risk events and loss events.
+ Identify emerging risks and risks associated with new products/ services/ markets/ channels or changes to existing products/ services/ markets/ channels.
+ Provide guidance on the development of remediation plans. Manage the timely completion of remediation plans and other projects to address issues identified internally and by Enterprise Risk Management, Compliance, Internal Audit or external regulators.
+ Research and assess regulatory requirements impacting the business unit.
+ Build a working relationship with Internal Audit, Corporate Operational Risk and Corporate Compliance Portfolio Managers.
+ 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.
**Education and Experience Required:**
+ Bachelor's degree and a minimum of 3 years' relevant work experience, or in lieu of a degree, a combined minimum of 7 years' higher education and/or work experience, including a minimum of 3 years' relevant work experience
**Education and Experience Preferred:**
+ Risks/Controls and Testing
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $74,600.00 - $124,400.00 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.
$74.6k-124.4k yearly 60d+ ago
Branch Operation Lead - North Amherst - Amherst, NY
Jpmorganchase 4.8
Amherst, NY job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
You have 1+ years of retail banking experience.
You have a high school degree, GED, or foreign equivalent.
You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
You have 6+ months of Associate Banker (Teller) experience.
You have a college degree or military equivalent.
Training and Travel Requirement
You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
You'll need to be able to travel as required for in-person training and meetings.
$91k-119k yearly est. Auto-Apply 22d ago
Senior Home Lending Advisor - Buffalo, NY
Jpmorganchase 4.8
Buffalo, NY job
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
Coaches and mentors the branch team by providing training on products and services.
Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
Minimum three years of mortgage lending and proven sales experience in retail banking
Knowledge of real estate market in local area
Excellent written and oral communication skills
Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
FHA/VA sales experience
Marketing, promoting, relationship building, and consulting skills
Intermediate PC skills in a Windows environment
Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$46k-84k yearly est. Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Buffalo, NY
Jpmorganchase 4.8
Buffalo, NY job
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$85k-170k yearly est. Auto-Apply 21d ago
Branch Manager - Buffalo, NY
Jpmorganchase 4.8
Buffalo, NY job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved.
You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience.
You have a high school degree, GED, or foreign equivalent.
You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
You have a college degree or military equivalent.
Training and Travel Requirement
You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager.
You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state.
Dodd Frank and Safe Act:
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$54k-77k yearly est. Auto-Apply 60d+ ago
Wealth Management Banking Specialist
Bank of America 4.7
Buffalo, NY job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists.
Responsibilities:
Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations
Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations
Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt
Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs
Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs
Required Qualifications:
Demonstrates proven results exceeding goals in a client-centric, results-driven environment
Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service
Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career
Applies strong critical thinking and problem-solving skills to meet clients' needs
Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Can learn and understand technology to assist clients with the latest in Digital and Digital banking
Desired Qualifications:
Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives
Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities
Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded
Prior experience providing excellent service to high-end clients and excelling in that environment
Skills:
Deposit Solutions Product Knowledge
Customer and Client Focus
Influence
Relationship Building and Networking
Executive Presence
Sales Performance Management
Analytical skills
Presentation skills
Influencing skills
Problem solving
Active listening and Communication skills
Relationship Building
Industry knowledge
Time management
Resilience
Collaboration
Business development focus
Ability to overcome objections.
Minimum Education Requirement: Bachelors Degree preferred, High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - Buffalo - 50 FOUNTAIN PLZ - KEY TOWER (NY3050) Pay and benefits information Pay range$70,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$70k-90k yearly Auto-Apply 10d ago
IAM Manager - Monitoring & Logging
M&T Bank 4.7
M&T Bank job in Buffalo, NY
This role offers a hybrid work schedule at our Buffalo, NY Tech Hub.
Manages the activities of one or multiple cybersecurity teams. Responsible for financial and human capital planning to ensure short- and long-term priorities support and protect the Bank from internal and external cybersecurity threats. Responsible for establishing and management of the WIAM Monitoring and Logging team.
Primary Responsibilities:
Develop and implement comprehensive plan, policies, and procedures related to immediate function(s) of oversight.
Identify priorities within function(s) of oversight and raise to senior leadership to incorporate into financial plan.
Collaborate across WIAM functions to identify and develop Monitoring & logging use cases to identify and remediate Access Management security relevant events across the technology stack.
Build a team of Monitoring and Logging professionals.
Create and implement security controls related to immediate function(s) of oversight to mitigate risk and secure the bank.
Coordinate initiatives assessing the security implications of new/updated methodologies to enhance overall cybersecurity controls and processes.
Partner with incident response teams to ensure that plans are regularly reviewed, updated, and tested to align with emerging threats and best practices.
Oversee technology and systems, including identifying, evaluating, and recommending systems to use within immediate function of oversight.
Partner with more senior Cybersecurity leaders to establish and maintain appropriate cyber controls, policies, and procedures.
Develop and execute workforce plan, including recruiting and developing team members to align with their career goals and support the broader cyber team's needs.
Contribute to the delivery of the Bankwide information security training and awareness program.
Build strong partnerships with stakeholders to ensure immediate function(s) of oversight meets the Cybersecurity objectives.
Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Design, implement, maintain, and enhance internal controls to mitigate risk on an ongoing basis. 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:
Primary partners: Cybersecurity Senior Managers and Managers.
Stakeholders: Technology team and the Bank.
Work is accomplished with limited direction; translates Cybersecurity imperatives to objectives within team.
Provides input for budget as it pertains to specific team needs, and accountable for meeting budget.
This role manages one or more functions/teams/departments within Cybersecurity:
Identity and Access Management - regulate and secure user access to digital resources, ensuring proper authentication and authorization measures are in place to protect sensitive information and prevent unauthorized access. Functions/teams may include service & delivery, privileged access management, infrastructure & tooling, governance & oversight, monitoring & logging
Manager Responsibility:
Typically leads a team of 5-10 FTEs (entry to mid-level individual contributors)
Education and Experience Required:
Bachelor's degree and a minimum of 5 years' relevant work experience, or in lieu of a degree, a combined minimum of 9 years' higher education and/or work experience
Demonstrated advanced knowledge of Cybersecurity principles.
Minimum 4 years' work experience in/with the specific cybersecurity function.
Minimum 1 year's managerial experience.
Education and Experience Preferred:
Minimum of 2 years' managerial experience.
Proven ability to train and mentor cybersecurity individual contributors.
Excellent communication skills
Excellent interpersonal skills.
Proficient persuasive communication skills to gain buy-in of others.
Experience prioritizing across competing priorities and quickly changing landscape.
Experience in a highly regulated industry environment.
Understanding of financial services regulations, compliance requirements, and risk management practices.
#LI-JB3 #Hybrid
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $116,400.00 - $194,000.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America
$116.4k-194k yearly Auto-Apply 60d+ ago
Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
Jpmorgan Chase & Co 4.8
Buffalo, NY job
JobID: 210695562 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $171,000.00-$250,000.00; Boston,MA $171,000.00-$250,000.00; Rochester,NY $152,000.00-$225,000.00; Buffalo,NY $152,000.00-$225,000.00
Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Senior Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
* Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
* Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
* Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
* Prepare and present financing feasibility and debt capacity studies.
* Review legal documents on existing ESOP deals to ensure compliance.
* Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
* Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
* Bachelor's degree.
* Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
* Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
* Strong business development acumen and strategic vision to identify marketplace opportunities.
* Ability to assess credit transaction risks and knowledge of credit policies.
* Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
* Experience working with Client Executives and Senior Bankers.
* Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers.
* Knowledge of credit underwriting and structuring.
$63k-101k yearly est. Auto-Apply 12d ago
Wealth Management Client Associate
Bank of America 4.7
Buffalo, NY job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for 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
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - NY - Buffalo - 50 FOUNTAIN PLZ - KEY TOWER (NY3050) Pay and benefits information Pay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$25-44 hourly Auto-Apply 52d ago
2026 Community Branch Internship Program - Western NY, Buffalo North
M&T Bank 4.7
M&T Bank job in Buffalo, NY
The Community Branch Internship Program is a 10-week summer internship centered around customer service, professional development, career growth and building the necessary interpersonal skills to succeed within Retail Banking. Participants will have the opportunity to immerse themselves into the M&T Bank Culture to gain an understanding of our engagement and belonging efforts along with community initiatives. Interns will gain exposure through guest speakers and industry leaders, workshop trainings, and a built-in network with peers as well as priority consideration for full time opportunities throughout the Bank.
**Primary Responsibilities:**
+ Play a key role in Customer Relationship Management through proactive outreach and servicing and will be responsible for identifying financial need of customers and presenting appropriate options, onboarding new customers, and establishing trust with existing customers.
+ Service our customers to gain fundamental understanding of Retail Banking.
+ 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. The position is for about a 10-week time period from beginning to June to beginning of August.
**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
+ Proficiency in pertinent software, particularly spreadsheet software
+ 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**
Buffalo, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$18-28 hourly 7d ago
GCIB - COO Organization Global Corporate Banking COO Business Support Manager, VP
Bank of America 4.7
Charlotte, NY job
Our Global Corporate & Investment Banking (GCIB) business focuses on building long-term relationships with large U.S. and multinational corporations, financial institutions and financial sponsors. GCIB provides strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions.
The Global Corporate Banking (CBK) business, which is part of GCIB, delivers credit, financing, cash management, payments and risk management solutions to more than 2,200 multi-national corporations around the world. Our global team of bankers, in partnership with the other lines of business, provide top-ranked product solutions, regional and cross-border expertise, and best-in-class service quality to corporate, financial institution and multinational clients.
Job Overview
The Business Support Manager partners closely with and works directly for the CBK COO. Together, they serve as strategic advisors to the Business Head and leadership team, focused on driving productivity and initiatives to help lead and manage their global business. Some key areas of focus include business strategy and planning, senior management presentations, client franchise analyses, business and banker performance measurement, competitor benchmarking, client information systems development/enhancements, internal and external communications, and business initiatives. Business Support Managers are called upon to:
Develop and generate performance reports focused on raising business and team performance using Excel, PowerPoint and other business intelligence reporting tools to help the group leaders more effectively manage their businesses
Assist in creating business presentations on strategy, business performance, planning initiatives and other materials for internal and external audiences
Support process improvement, technology enhancements, and required governance for roll-out and sustainability
Communicate and interact with team members across business manager functions, finance, enterprise credit, operations and technology
Assists in execution of business governance activities including identification and management of issues and monitoring and testing of controls for the business
Assist with a variety of ad hoc assignments, typically with time constraints and quick turnarounds
Administrative duties related to ensuring accurate data in our internal systems that drive many of the underlying business processes
Qualifications
Seeking an ambitious, independent, and hardworking candidate with an interest in Corporate Banking.
An ideal candidate would have 5+ years of financial
Operations, and general business support experience in the corporate & investment banking business, though lack of experience is not a barrier to a candidate who proves willing to put in the effort to learn quickly.
Bachelor's degree is required and some financial background is helpful.
Intermediate to advanced excel and powerpoint experience is essential in the role.
Candidates must demonstrate a combination of business aptitude, quantitative skills and strong written and verbal communication skills. Business Support Managers are required to manage several projects at once and work effectively as an individual and as part of a team.
Key characteristics
Attention to detail, ability to grasp concepts quickly,
Ability to multi-task
Experience in managing critical projects and achieving successful results
Initiative, leadership, strong work ethic, positive attitude, and the ability to work effectively under pressure and tight deadlines
Absolute professional integrity and team focus are essential.
The job is demanding and challenging and offers tremendous opportunity for growth, access to senior leadership, and the potential for taking a dynamic role in shaping your career.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$100,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$100k-175k yearly Auto-Apply 60d+ ago
Business Analyst
Bank of America 4.7
Boston, NY job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
The Business Analyst is responsible for providing business metric and program analysis, report management, and project support at several different levels. The position requires the incumbent to have diverse administrative expertise and to oversee various policies, programs, and initiatives, to be able to think strategically, as well as perform in a proactive manner with limited supervision. The position also requires the individual to build and maintain relationships with field management, and work closely with other organizations within the LOB.
Merrill Private Wealth Management, International and Institutional is a division of Merrill Lynch Wealth Management that offers a broad array of personalized wealth management products and services. This group provides tailored solutions to meet the sophisticated needs of ultra-high net worth individuals and institutions. The Merrill Private Wealth Management, International & Institutional Business Analyst will work with the Chief Operating Officer of PWM, International and Institutional to provide analytics and reporting in support of the three lines of business. The position requires the individual to build, collaborate and maintain relationships with other members of the COO team and partners across MLWM and the Enterprise.
Responsibilities:
Manages a portfolio of reports and analytics
Conducts analysis and assists in identifying trends and opportunities to grow business, manage expenses, and improve operating models
Provides leadership with timely and appropriate status/progress reports and key metrics relevant to business initiatives
Recommends improvements for greater efficiencies and productivity
Carries out all regular assigned tasks as well as ad hoc analysis to support LOB leadership, the COO organization and field leaders
Required Qualifications:
2+ years financial industry experience
Strategic mindset with strong analytical skills
Excellent interpersonal, communication (verbal and written) and relationship building skills
Ability to prioritize work and deliver projects in a timely manner
Detail oriented
Strong organization and follow-through skills
Proactive team player, cooperative and willing to help in any situation
Proficiency in Microsoft Windows and Office applications, especially Excel, PowerPoint, and Word
Strong desire to excel and execute in a dynamic environment
Desired Qualifications:
Bachelor's degree in related field
Knowledge and experience in the wealth management industry
Understanding of MWM reporting platforms and tools like PMAC
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1600 American Blvd - Hopewell Bldg 6 (NJ2600), US - NY - New York - 225 LIBERTY ST (NY3002) Pay and benefits information Pay range$70,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$70k-100k yearly Auto-Apply 20d ago
Branch Support Manager
Wells Fargo 4.6
Buffalo, NY job
About this role: Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Lead or participate in support functions for multiple business groups and contribute to large scale strategic initiatives
* Lead in the execution of various supervisory approvals for the Brokerage Support team including, supervisory review and approval of operational transaction requests including but not limited to, asset movement, account maintenance, order errors, document approvals and various remediation projects to ensure timely completion, quality, and compliance
* Lead, participate and collaborate with peers, colleagues and mid-level managers in adherence, development and interpretation of policies, procedures, and compliance requirements
* Act as the primary point of escalation for operational controls, technology and service inquiries from Financial Advisors, Client Associates, Operations and other branch and Support Center employees to resolve complex issues related to work allocation, and daily operations
* Lead or participate in research and resolving moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy, policies, procedures, and compliance requirements
* Work independently to identify, strategize and make recommendations for support function by providing support and leadership
* Provide leadership in management of relationships, participate in planning and execution of programs, services, and initiatives that may include risk mitigation, efficiency, and customer experience with cross functional business partners
* Identify and provide consultation on opportunities for process improvement and risk control development
* Lead and support the onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets
* Lead projects, teams or serve as a mentor for those who are less experienced; guide talent development and assist local management in hiring talent for Client Associates within assigned markets
Required Qualifications:
* 4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Desired Qualifications:
* 1+ years of leadership experience
* Successfully completed FINRA Series 9/10 to qualify for immediate registration (or FINRA recognized equivalents)
* Familiarity with Support Center model
* Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective
* Strong client service skills
* Strong attention to detail and accuracy skills
* Effective organizational, multi-tasking, and prioritizing skills
* Strong verbal, written, and interpersonal communication skills
Job Expectations:
* US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 65 or 66 examinations or equivalent must be completed within either a 90 or 180-day time period, depending upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
* This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatory questions/disclosures, will be ineligible to work from a location other than their assigned office location
* Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
* This position is not eligible for Visa sponsorship.
* Ability to travel up to 20% of the time.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Posting Locations:
125 High St., Boston, MA 02110
130 Turner St Building 3 -8th Fl, Waltham, MA 02453
6390 Main St., Buffalo, NY 14221
400 Meridian Centre Blvd, Suite 210, Rochester, NY 14618
500 Plum Street, 5th Floor Bridgewater Place, Syracuse, NY 13204
4 Tower Place 9th Fl, Albany, NY 12203
180 Battery St Suite 300, Burlington, VT 05401
1 Portland Sq Ste 600, Portland, ME 04101
Massachusetts - Boston Pay Range: $92,000 - $145,000 Annually
Massachusetts - Waltham Pay Range: $85,000 - $133,000 Annually
New York - Buffalo Pay Range: $85,000 - $133,000 Annually
New York - Rochester Pay Range: $85,000 - $133,000 Annually
New York - Syracuse Pay Range: $85,000 - $133,000 Annually
New York - Albany Pay Range: $85,000 - $133,000 Annually
Vermont - Burlington Pay Range: $77,000 - $121,000 Annually
May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.
Other locations within the support center may be considered.
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.
$77,000.00 - $145,000.00
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:
1 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$92k-145k yearly 1d ago
Audit Professional Practices Consultant - Training
Wilmington Trust 4.4
Buffalo, NY job
THIS ROLE WILL BE HYBRID 3 DAYS/WEEK OUT OF: BUFFALONY, BRIDGEPORT CT, or WILMINGTON DE. WILL CONSIDER HYBRID CANDIDATES IN NYC OR BOSTON, MA. MUST BE WITHIN A COMMUTABLE DISTANCE OR WILLING TO RELOCATE.
This role provides senior level expertise in the professional practice of internal audit training development and delivery which requires in-depth internal audit and risk knowledge to properly assess, support, develop, and deliver effective training to the Internal Audit Division.
Primary Responsibilities:
Effective Internal Audit Practices
Stay abreast of best practices, industry developments, and changing or emerging risks.
Performs thorough industry research and analyzes the current environment to drive effectiveness and innovation in Internal Audit training.
Design, maintain, and/or execute an effective Internal Audit training program that contributes to IA's conformance to professional auditing standards and IA's methodology while aligning to regulatory expectations.
Successfully contributes to the success of the Division through partnership with peers and others in the execution of activities beyond those of primary ownership.
Organize and complete work within established budgets and timeframes with minimal direction from audit management.
Incorporate the use of data analytics throughout all aspects of the Professional Practices program.
Inform and clearly demonstrate support for the department's strategic objectives.
Leadership, Decision Making, and Communication
Possess strong management and interpersonal skills, make sound decisions independently, exhibiting initiative and intuitive thinking.
Strong presentation skills in both physical and virtual environments. Ability to tailor communication and training content to all experience levels of the Internal Audit department.
Proactively communicate with senior management members of the audit team and other key stakeholders throughout the organization.
Build strong partnerships with stakeholders and audit team members.
Demonstrates strong judgment, political astuteness, and sensitivity to cultural commitment.
Developing Others
Coach and mentor junior audit team members through knowledge sharing, tailoring the approach based upon their skills and experience.
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:
This role operates independently within a matrix reporting environment and is responsible for ownership of one or more programs within the Professional Practices team of the Internal Audit Division. Programs of direct ownership may include one or more of the following: Training. Deliverables are of high-quality, add value to the Division and the organization, which meet professional auditing standards and regulatory expectations.
This position directly communicates with Senior, Middle and Line Management and External Auditors. Builds strong partnerships with business stakeholders and other audit team members.
This role also requires periodic interaction with external regulatory agencies.
Managerial/Supervisory Responsibilities:
May provide coaching opportunities for certain audit professionals with limited responsibility for performance management, compensation planning, or other similar duties
Education and Experience Required:
Bachelor's degree, preferably in Accounting, Business, Finance, Technology, Cyber security, Mathematics, Statistics or other related technical field and 7 years' of relevant experience, including 2 years' of leadership experience, or in lieu of degree, 11 years' higher education and/or work experience including 2 years' managerial experience.
This individual must be an articulate and effective communicator, both orally and in writing, with an energetic, charismatic, and approachable style.
Demonstrates strong judgment, political astuteness, and sensitivity to cultural commitment.
Possesses strong project management and interpersonal skills, makes sound decisions, exhibiting initiative, and critical thinking.
Ability to collaborate with senior management both within the Audit Division and throughout the organization to implement change effectively.
Specific subject matter expertise regarding internal audit methodology and/or applicable regulatory expectations.
Education and Experience Preferred:
MBA or Master's degree in an appropriate field
Related certifications (CPA, CIA, CISA or similar)
Financial Services Industry experience
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.LocationBuffalo, New York, United States of America
The Trading Assistant Associate will work in the Counterparty Portfolio Management (CPM) line of business, covering both the XVA and Risk Optimization Group (ROG) trading desks. The XVA trading desk focuses on managing counterparty credit risk (CVA) and funding risk (FVA), hedging those risks with a variety of cross-asset derivative instruments including rates, credit, FX, commodities, and equities. The ROG trading desk has two main functions - risk optimization, which includes initial margin, GSIB, and regulatory capital optimization; and collateral trading optimization. The Trading Assistant Associate will work with both trading desk and be responsible for executing trade capture, risk validation, end-of-day and ad-hoc reporting, investigating and resolving discrepancies.
Key Responsibilities:
Execute trade capture, risk validation, process amendments, monitor trade clearing status, resolve discrepancies, and focus on meeting real time reporting requirements
Collaborating with traders and other stakeholders including traders, trade control, counterparties, operations, finance, and compliance
Monitor trades and prepare reports for the trading desks
Responding to ad hoc requests and investigations promptly
Participating in initiatives to drive growth, operational efficiency, and automation
Identifying opportunities for process and infrastructure improvements
Requirements:
3+ years of applicable Trading Assistant & Control experience at an investment firm or bank
Requires product knowledge of swaps, options, forwards, and futures, and their respective life-cycle events
Ability to multi-task and engage business partners for efficient resolution
Demonstrates effective time management and prioritization skills.
Take personal responsibility for delivering high quality work and have a track record of outperformance and delivery
Ability to thrive in a dynamic, team-oriented environment - both work closely with senior members of the team and work independently
Self-starter with outstanding problem solving skills
Operates with a sense of urgency at all times
Excellent verbal and written communication skills.
Be enthusiastic, keen to learn and quick to gain an understanding of complex issues and concepts
Minimum of Bachelor of Science Degree in either of Finance, Mathematics, Accounting or Economics or equivalent work experience.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$34.61 - $50.48 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$34.6-50.5 hourly Auto-Apply 20d ago
Audit Professional Practices Consultant - Audit Methodology
Wilmington Trust 4.4
Buffalo, NY job
THIS ROLE WILL BE HYBRID 3 DAYS/WEEK OUT OF: BUFFALONY, BRIDGEPORT CT, WILMINGTON DE. WILL CONSIDER HYBRID CANDIATES IN NYC AND BOSTON. MUST BE WITHIN A COMMUTABLE DISTANCE OR WILLING TO RELOCATE.
This role provides senior level expertise in the professional practice of internal audit methodology and change management which requires in-depth internal audit, change management, and risk knowledge to oversee and advance the methodology of the Internal Audit division and ensure Internal Audit practices meet regulatory and industry requirements.
Primary Responsibilities:
Effective Internal Audit Practices
Stay abreast of best practices, industry developments, and changing or emerging risks and consult with the audit teams to ensure their coverage as appropriate in assigned audits.
Own and oversee the Internal Audit Division's Audit Methodology and Change Management programs by maintaining, enhancing, and innovating internal audit practices and expectations within the department in partnership with Internal Audit Management and Senior Leadership.
Demonstrate thorough understanding of Internal Audit's methodology, provide sound advice to audit teams in their execution of audit procedures, and identify opportunities to enhance IA's methodology. Performs thorough industry research and analyzes the current environment to drive methodology changes in coordination with the Professional Practices Director and Chief Auditor.
Design, maintain, and/or execute effective internal audit processes and reporting to support the operations of the division on a daily basis. This includes operational processes performed within the Professional Practices as well as the entire division and reporting provided to internal and external stakeholders.
Successfully contributes to the success of the Division through partnership with peers and others in the execution of activities beyond those of primary ownership.
Organize and complete work within established budgets and timeframes with minimal direction from audit management.
Incorporate the use of data analytics throughout all aspects of the Professional Practices program.
Inform and clearly demonstrate support for the department's strategic objectives.
Leadership, Decision Making, and Communication
Possess strong management and interpersonal skills, make sound decisions independently, exhibiting initiative and intuitive thinking.
Proactively communicate with senior management members of the audit team and other key stakeholders throughout the organization.
Build strong partnerships with stakeholders and audit team members.
Demonstrates strong judgment, political astuteness, and sensitivity to cultural commitment.
Developing Others
Coach and mentor junior audit team members through knowledge sharing, tailoring the approach based upon their skills and experience.
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:
This role operates independently within a matrix reporting environment and is responsible for ownership of one or more programs within the Professional Practices team of the Internal Audit Division. Programs of direct ownership include: Audit Methodology and Change Management. Deliverables are of high-quality, add value to the Division and the organization, which meet professional auditing standards and regulatory expectations.
This position directly communicates with Senior, Middle and Line Management and External Auditors. Builds strong partnerships with business stakeholders and other audit team members.
This role also requires periodic interaction with external regulatory agencies.
Managerial/Supervisory Responsibilities:
May provide coaching opportunities for certain audit professionals with limited responsibility for performance management, compensation planning, or other similar duties
Education and Experience Required:
Bachelor's degree, preferably in Accounting, Business, Finance, Technology, Cyber security, Mathematics, Statistics or other related technical field and 7 years' of relevant experience, including 2 years' of leadership experience, or in lieu of degree, 11 years' higher education and/or work experience including 2 years' managerial experience
This individual must be an articulate and effective communicator, both orally and in writing, with an energetic, charismatic, and approachable style
Demonstrates strong judgment, political astuteness, and sensitivity to cultural commitment.
Possesses strong project management and interpersonal skills, makes sound decisions, exhibiting initiative, and critical thinking
Ability to collaborate with senior management both within the Audit Division and throughout the organization to implement change effectively
Specific subject matter expertise regarding internal audit methodology and applicable regulatory expectations.
Education and Experience Preferred:
MBA or Master's degree in an appropriate field
Related certifications (CPA, CIA, CISA or similar)
Financial Services Industry experience
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.LocationBuffalo, New York, United States of America
JobID: 210687754 JobSchedule: Full time JobShift: Base Pay/Salary: Rochester,NY $90,000.00-$110,000.00; Buffalo,NY $90,000.00-$110,000.00; Amherst,NY $90,000.00-$110,000.00 If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
$90k-110k yearly Auto-Apply 28d ago
Sr. Merchant Sales Officer- Global Commercial Banking - Healthcare - Mid Atlantic Region - MD, DC, VA
Bank of America 4.7
Charlotte, NY 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!
The Sr Merchant Sales Officer (MSO) manages a portfolio of clients and prospects, providing Merchant advisory and positioning and selling solutions that address their Merchant's processing needs. The Sr MSO proactively identifies opportunities to grow net new business to the firm, provides high level advisory to deepen relationships with existing clients by working closely with Global Commercial Banking, Global Transaction Services, and the broader Merchant organization. This individual can provide a high level of advisory to clients and translate these opportunities into incremental business for the firm.
Candidates should possess a deep understanding of the client's commerce ecosystem and the ability to consult with them on ways to integrate and leverage our suite of solutions effectively. They will work across a matrixed coverage organization to deliver responsible growth and serve as the first point of contact for our bankers, Treasury Sales Officers, and leaders on merchant business development, advice and overall portfolio management activities. This position requires travel to in-person meetings with clients, internal partners and senior leaders within the firm. They often are facing off with the C-Suite in companies.
The Sr MSO will be focused on the healthcare industry in general, but will be specifically working with large hospital, health system, healthcare insurance providers, healthcare technology, insurance payors and pharma/life science clients of the bank, and will need to have a deep understanding of healthcare payments, revenue cycle and the HIS, EMR/EHR and revenue cycle systems that those clients utilize to power their businesses. Regional/LOB aligned associates will need to have a deep and wide understanding of the healthcare industry, payment ecosystem, merchant and transaction processing and how to match our solutions against the needs of our clients.
The role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs assessments, preparation and presentation of product proposals, price/cost analysis, business reviews, submission of implementation documentation, ongoing client relationship management and contract renewals. Associates should be available to meet with clients, prospects, and teams in person to represent the firm.
Required Skills:
Consultative sales experience with Business Banking, Large Corporate, and/or Commercial Banking clients
• Experience within the Healthcare industry, either with healthcare services providers, payors, technology providers or pharma/life sciences
• 5+ years of Core Acquiring (Credit/Debit) industry experience, Treasury or Digital Receivables/Payment experience
• 5+ years of direct sales experience
• Expert knowledge of healthcare software system (EHR/EMR, PMS, other payment and revenue cycle application) payment interfaces
* Strong analytical and organizational skills
* Demonstrated experience working with 3rd party VAR's and software platforms
* Understanding of healthcare related payment applications, competition/competitive landscape in the payments industry particularly in healthcare, EHR/EMR practice management systems and revenue cycle solutions), data security (PCI), pay-provider-patient payment workflows and interdependencies, etc. Expert knowledge of Digital Payments/Receivables, Merchant, or Treasury experience
• 3-5 years of sales/portfolio management experience, including C-level sales
• Proven experience in cultivating and strengthening client relationships with senior levels
• Proven ability to coach colleague with less experience and or knowledge
• Demonstrated ability to work independently toward the achievement of personal and team goals
• Demonstrated effective communication skills, including written, oral and presentation skills
• Effective planning, prioritization, and time management skills
• Proven ability to develop and maintain a healthy pipeline
• Ability to quickly learn various sales applications
Desired Skills:
• Bachelors Degree or equivalent preferred
Shift:
1st shift (United States of America)
Hours Per Week:
40
$110k-141k yearly est. Auto-Apply 60d+ ago
Auditor - Commercial, Credit, & Risk Mgmt.
Wilmington Trust 4.4
Buffalo, NY job
THIS ROLE WILL BE HYBRID (3 DAYS/WEEK) OUT OF: BUFFALONY, BRIDGEPORT CT, or WILMINGTON DE. MUST BE WITHIN A COMMUTABLE DISTANCE OR WILLING TO RELOCATE.Overview:
Participates in all phases of the audits across their assigned projects. Assists in completion of annual risk assessments, continuous auditing, and remediation plan validations as assigned, under supervision of a Lead Auditor or Manager.
Primary Responsibilities:
Participate in audits by executing assigned tasks in accordance with the Division's methodology and professional standards. Complete work within the established timeframes with guidance by a Lead Auditor or Manager.
As part of audit execution, conduct effective walkthroughs, accurately identify risks and controls within the process, design and execute effective testing approach with guidance by a Lead Auditor or Manager.
Conduct effective root cause analysis of identified findings with guidance by a Lead Auditor or Manager.
Actively participate in meetings with business management and provide updates on their respective areas of testing.
Participate in other assurance activities (including continuous auditing, product delivery assessments, validation procedures, investigations, and retrospective reviews) under the supervision of a Lead Auditor or Manager, utilizing modernized assurance methodologies, tools, and approaches and in accordance with the Division's methodology.
Document the work, including findings, in clear and concise fashion in accordance with the Division's methodology.
Embrace innovative change.
Understand how to effectively incorporate data analytics.
Actively seek out knowledge in the areas of assigned audit activities.
Embrace the culture of engagement and belonging .
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.
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:
This individual is responsible for executing and documenting assigned assurance activities to support the delivery of audit reports that are in conformance with professional auditing standards. They report to an Audit (Senior) Manager.
Supervisory/Managerial Responsibilities:
Not Applicable
Education and Experience Required:
Bachelor's degree and a minimum of 2 years' work experience or successful completion of the MDP (Management Trainee program), or in lieu of degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' work experience or successful completion of the MDP (Management Trainee program)
Proven analytical skills
Proven critical thinking skills
Effective verbal and written communication skills
Willingness to challenge the status quo and defend conclusions when challenged
Education and Experience Preferred:
Bachelor's degree in Accounting, Business, Finance, Technology, Cybersecurity, Mathematics, Statistics, or other related technical field
MBA or Master's degree in an appropriate field
Related professional certifications
Financial services experience
#LI-RS1
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America