**Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategy** **_._** **Resolves the more routine service issues within the team.**
**Primary Responsibilities:**
**Service the daily transaction needs of wealth clients, including but not limited to, problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance to ensure they are addressed in a timely manner and to the satisfaction of the client.**
+ Apply sound, independent judgment and take ownership over operational problems resulting from direct interaction with clients or obtained from the Client Team. Resolve routine service issues, with the goal of exceeding client expectations (with the goal of retaining and expanding client relationships).
+ Open and onboard new client relationships by getting clients acclimated with our systems and confirming the client has received all necessary information and materials.
+ Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners, to contribute to the retention and expansion of existing client relationships.
+ Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives.
+ Remain current on products and services, internal policies and procedures and external developments, including regulations, which may affect the client and the Bank.
+ Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review identifies an issue to ensure it is resolved.
+ 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.
**Education and Experience Required:**
**Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' financial services client service experience**
Strong customer service skills
Strong interpersonal skills
Strong verbal and written communication skills
Strong organizational skills
Proficiency with personal computers as well as pertinent word processing, spreadsheet and presentation software
**Education and Experience Preferred:**
**Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience**
**Exposure to and knowledge of the Bank's retail and commercial banking systems**
**Knowledge of Private Banking products and services**
Trust experience
Ability to work independently and in a team-based environment
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $27.59 - $45.98 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location:**
New York, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$27.6-46 hourly 60d+ ago
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Executive Protection and Event Security Specialist (New York, NY)
M&T Bank 4.7
M&T Bank job in New York, NY
Provides professional executive protection and event security through advance location assessment, threat analysis and the comprehensive application of protection and security protocols to ensure the safety of the Bank's executives.
**Primary Responsibilities:**
+ Conduct thorough site risk assessments to identify vulnerabilities and threats to executive leadership. Coordinate with law enforcement and third parties to ensure security of the venue and safety of the executive(s).
+ Proactively plan and execute security strategies for executive protection, including, but not limited to, internal corporate functions, VIP gatherings, Board of Directors meetings, investor conferences, and public appearances.
+ Coordinate threat intelligence, protective intelligence, and travel security with internal Corporate Security to ensure compliance with security standards.
+ Coordinate with law enforcement, first responders and/or third parties to ensure the safety of the executive(s) and guests. Ensure event security through the operation of security checkpoints, access control, and emergency response procedures.
+ Develop and maintain security operational plans, incident reports, and after-action briefings. Review and report this information to Chief Security Officer and applicable senior leaders to track status, ensure compliance and program accountability.
+ Develop and implement personalized security plans to ensure safety and well-being of Bank leadership, including office and/ or event space venues, transportation, travel security and residential protection, as needed.
+ Organize and conduct training sessions for security personnel on best practices and emergency response.
+ Assist in creating and/or updating policies and procedures for daily operations and events.
+ Conduct routine security risk assessments for corporate offices and corporate event locations.
+ Assist in the development of incident response protocols in partnership with the Security Risk Management and Intelligence Operations program.
+ Assist in staffing the Corporate Security Operations Center (CSOC) in Buffalo, NY, as required, during significant events
+ Maintain a high level of discretion and professionalism when dealing with clients and sensitive situations.
+ Maintain excellent rapport and open lines of communication regarding requests for support, service issues, and deliverables with senior leaders.
+ 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 a culture of 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 a member of M&T Bank's Corporate Security Executive Protection and Event Security team. This role requires comprehensive experience and expertise in conducting advance security planning, professionalism, and discretion in dealing with senior executives and their respective staff, appropriate handling of emergency situations, and strong collaboration in building trust as a subject matter expert on event security arrangements and crisis response. Travel within the Bank's footprint, including potential international travel, is required to complete job duties.
**Supervisory/Managerial Responsibilities:**
No Supervisory Responsibilities
**Education and Experience Required:**
+ Bachelor's degree and a minimum of 3 years' relevant work and/or military 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 and/or military experience
+ Demonstrated experience in providing security services for corporate events
+ Demonstrated experience in working with C-suite executives in delivering executive protection recommendations and provisions
+ Basic First Aid, CPR and AED trained and certified (or willing to obtain certification within first 3 months of employment)
+ Possess a valid U.S. Passport
+ Strong decision-making skills
+ Strong crisis management skills
+ Demonstrated firearms proficiency, and willingness to carry a firearm in furtherance of job duties, as applicable to role and jurisdiction
+ Ability to obtain a Concealed Carry Weapon (CCW) permit and Armed Guard Registration Card in assigned region and as required by state law
**Education and Experience Preferred:**
+ Minimum of 5 years' work experience in corporate security, law enforcement and/or military police specializing in protection-related deliverables
+ Prior experience in delivering security recommendations for events and travel and in a corporate environment
+ Experience communicating directly and diplomatically with various levels of leadership
+ Experience understanding and analyzing complex business problems and making sound decisions and recommendations
+ Membership in industry associations or certification in a related security field (Executive Protection Training/Certification)
+ Ability to perform first aid and basic emergency life saving techniques when needed with preferred certifications such as Emergency Medical Technician (EMT); maintains any related certifications
**Physical Requirements:**
Ability to drive and operate vehicles safely
Capability to stand, walk, and/or sit for extended periods
Ability to lift 50 pounds
Ability to respond rapidly to emergencies, including running short distances and transitioning quickly between movements such as sprinting, kneeling, and/or defensive positioning
Availability and ability to travel within the Bank's footprint, including internationally
Capability to sustain prolonged periods of biking, walking, standing, and/or sitting in vehicles as part of protective operations
Ability to perform effectively during extended shifts, inclement weather, irregular hours, and/or high stress environments
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $75,900.00 - $126,500.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
New York, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$75.9k-126.5k yearly 20d ago
Experience Design Vice President
Jpmorgan Chase & Co 4.8
New York, NY job
Shape the future of JPMC Employee Experiences with digital solutions that solve key business problems & deliver best-in‑class user experiences.
As an Experience Design Lead in Employee Experience Design, you will play a pivotal role in shaping the Employee Experience across JPMC. You will lead strategically important initiatives and develop new solutions that anticipate employee needs, solve for business challenges and raise the collective maturity of our design practice. As a senior individual contributor, you'll exemplify cross‑functional team collaboration, guide and mentor junior designers, and foster a culture of inclusivity and accessibility. Your expertise in experience strategy and inclusive design will ensure that our offerings are not only visually appealing but also accessible and user‑friendly, enhancing the overall experience.
In this role, you'll be responsible for leading the design and delivery of digital and service experiences for JPMC's employees across the globe for products, platforms, and technology supported by our HR function. You'll be involved in every step of the process - defining product and features, presenting to executives and stakeholders, and delivering concepts, prototypes and detailed design. You'll do this seamlessly by exemplifying great collaboration across disciplines (product, engineering, accessibility, and research) modeling a growth mindset, and being a team player to peers and partners. The launch of these net new digital experiences will enable JPMC to attract, hire and develop top talent, deepen career satisfaction, and equip employees with modern smart tools that make their day‑to‑day work more efficient.
Job responsibilities
Define service flows and product features; Create wireframes, prototype interactions, and detailed design for key touchpoints as you lead end‑to‑end design initiatives.
Collaborate with cross‑functional teams to integrate user experience design into the product development processes and ensure seamless and customer‑centric solutions.
Lead cross‑functional teams to create storyboards and/or service blueprints, support UX Research in identifying pain points and opportunities for improvement, and champion innovation in products and features of moderate complexity.
Work directly with stakeholders, product partners, and design peers to integrate customer‑centric decision‑making, inform prioritization, and develop experience‑led metrics to align business goals.
Leverage your understanding of market trends, and both qualitative and quantitative research methodologies to interpret insights effectively to influence your design work.
Devise product design strategies that help us get from your long‑term vision to what we might be able to deliver today whilst navigating complex tech stacks.
Champion consistency and a masterful degree of UI/Visual Design craft across the team to ensure the quality of delivery pushes our collective standards higher.
Present your work to senior leadership (Exec/C‑Suite level) on a regular basis knowing how to tailor your narrative appropriately for different audiences while always keeping the user at the center of your story and rationale.
Contribute, champion, and help create standards and patterns that will feature in our Employee Experience Design System using your wealth of experience and knowledge of modern design systems.
Coach and mentor other designers to help us collectively raise the maturity and standard of the Product Design craft whilst fostering a culture of diversity and inclusion.
Partner with our research team to scope and synthesize qualitative research, data analysis, and usability testing to inform discovery work, future‑state blueprinting, service visions, and new product development.
Required qualifications, capabilities, and skills
5+ years of experience or equivalent expertise in UX/UI/Product design or similar roles.
A proven track record of creating exceptional, world‑class digital experiences (through low‑to‑high‑fidelity design work) that have helped drive success of your business forward and improve the overall maturity of the design practice around you.
Demonstrated experience in inclusive design and accessibility guidelines, with the ability to incorporate diverse perspectives and abilities into design solutions.
Cross‑channel (mobile, web, responsive) design experience required with advanced understanding of guidelines, patterns and frameworks, so you can communicate with engineers to ensure designs are properly implemented.
Have a well‑trained eye for great visual design execution. You care about getting things right - one pixel off is a big deal to you and the rest of the team.
Are well versed at working with neighboring design disciplines such as content design, service design, and user research to help achieve the best outcomes.
You have led and/or contributed to the creation and maintenance of leading design systems.
You are able to create design strategies that help our teams get from long‑term visions to improvements we can make to the employee experience today (think now, next, later).
Are fantastic at communicating your thinking and design decisions - you're able to get people along on the journey with you.
You have mentored and contributed to up‑skilling other designers around you.
You are highly proficient in Figma and other Design tools. You use this experience to raise the bar of how the wider team uses these tools going forward.
Preferred qualifications, capabilities, and skills
Has a strong portfolio showcasing case studies with tight narratives that demonstrate an ability to address business challenges through delivery and launch.
Experience working within complex omni‑channel ecosystems that are supported by multiple platforms.
Excellent agile planning skills; high accuracy in estimating tasks across teams.
Experience in a highly regulated environment is a plus.
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$136k-195k yearly est. 5d ago
Private Equity Fund Admin Associate - NAV & Reporting
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively.
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$101k-135k yearly est. 2d ago
Private Client Banking Advisor
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations.
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$92k-145k yearly est. 3d ago
Senior Leader, Leveraged Finance & Deal Execution
Bank of America 4.7
New York, NY job
A global financial institution is seeking an experienced professional to join their Leveraged Finance group. You will support the origination, structuring, and execution of syndicated loan and high yield bond transactions. The ideal candidate will possess 3-6+ years in Leveraged Finance, strong analytical and communication skills, and the ability to lead and mentor junior staff. This position offers a salary starting at $275,000 and industry-leading benefits, providing you with resources to thrive in a supportive work environment.
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$275k yearly 4d ago
Wholesale Lending Firmwide External Reporting Controller Transformation - Vice President
Jpmorgan Chase & Co 4.8
New York, NY job
Join us to lead high-visibility initiatives, build influential partnerships, and help set the standard for innovation and best practices in financial reporting. JPMorgan Chase's CIB Wholesale Lending FERC team is looking for a skilled Vice President to join our Transformation Team, offering the opportunity to lead change initiatives and influence key partnerships.
As a Vice President on our Wholesale Lending FERC Transformation Team, you'll have the unique opportunity to drive strategic change, elevate data integrity, and make a lasting impact across the organization. The role focuses on solution design/development with the goal of improving data quality to meet Regulatory Reporting requirements. The roadmap to achieve this is often through implementation of control enhancements, technology solutions, and an optimized operating model, as well as a view towards long-term sustainability, which includes delivering training for cross-organization adoption. You will engage with multiple leaders across Risk, Operations, Technology and Accounting/Legal Policy in this world class organization.
Job Responsibilities
Drive development and implementation of strategic solutions to meet regulatory and external reporting challenges related to wholesale lending.
Collaborate with cross-functional teams-including technology, reporting, and business partners-to understand processes, implement strategic solutions, onboard/decommission systems, and provide analytics and support.
Execute end-to-end project management,including data capture and sourcing, remediation, operating model enhancements, training, and developing reporting logic requirements.
Perform data analysis and research to influence business decisions, triage issues, identify root causes, and recommend solutions to resolve data defects.
Responsible for detailed documentation of requirements/requirement interpretation
Prepare, document, and present findings or status updates in senior management forums, ensuring accurate SEC and regulatory reporting.
Execute controls on an interim basis to ensure accurate SEC and regulatory reporting of wholesale lending data
Provide system-level support to Wholesale Lending Services (WLS) to ensure operational processes and changes adhere to regulatory instructions.
Required qualifications, capabilities, and skills
6+ years of experience in financial control, regulatory external reporting, or related roles within the banking or financial services industry.
Advanced expertise in data management and analysis, including organizing, maintaining, and ensuring the integrity of large, complex datasets.
Proficiency with data profiling and analytics tools such as Alteryx, AWS Databricks, SQL or similar query languages, and Tableau for dashboard creation.
Demonstrated ability to synthesize complex data, perform root cause analysis, and formulate actionable conclusions to resolve data or process issues.
Strong capability in mapping and documenting data lineage to ensure transparency, accuracy, and compliance.
Ability to leverage advanced technologies, including Large Language Models (LLMs), to solve problems and enhance productivity.
Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to management and stakeholders in a clear and persuasive manner.
Strong relationship-building and networking skills, with the ability to collaborate effectively across the firm.
Exceptional organizational and project management skills, with the ability to manage multiple priorities and work under pressure while maintaining attention to detail and a strong controls mindset.
Commitment to lifelong learning and continuous professional development.
Self-motivated and willing to take initiative; ability to thrive in a changing work environment
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$112k-158k yearly est. 4d ago
Relationship Banker - Southern Westchester County NY Area *Bilingual Spanish required
Bank of America 4.7
New Rochelle, NY job
Yonkers, New York;Yonkers, New York; New Rochelle, New York
**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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Efficiently manages time and capacity
- Focuses on results while acting in the best interest of the client
- Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
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.
$42k-53k yearly est. 6d ago
Private Banking VP: Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Summit, NJ job
A leading financial services institution is looking for a Private Banker to join their U.S. Private Bank team in Summit, New Jersey. The ideal candidate will have over seven years of experience in financial services and possess strong skills in client relationship management and investment strategies. This role requires a bachelor's degree and relevant licenses, focusing on providing exceptional service and generating new business. The candidate will work collaboratively within a dynamic team to meet diverse client needs.
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$122k-158k yearly est. 3d ago
U.S. Private Bank - Wealth Advisor - Executive Director
Jpmorgan Chase 4.8
New York, NY job
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Wealth Advisor in the U.S. Private Bank, you will help ensure that our clients' estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives.
**Job Responsibilities**
+ Serve as an advisor to clients on personal planning matters
+ Identify opportunities for the Bank to serve in a current or future fiduciary capacity
+ Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning
+ Assist Bankers and other team members in their new business efforts
+ Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team's strategy with respect to PA outreach
+ Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media
+ Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers
**Required Qualifications, Capabilities, and Skills**
+ Five plus years of complex estate and wealth planning experience
+ Professional designations required: JD
+ Recognized expertise in managing the estate planning needs of high-net-worth individuals
+ Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals
+ Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations
+ Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations
+ Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement
**Preferred Qualifications, Capabilities, and Skills**
+ CPA designation
+ Ability to partner with clients' other advisors (principally their attorneys and accountants)
+ Demonstrated understanding of other wealth management disciplines, including investing and credit
+ Ability to work in a team-based environment
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
**Base Pay/Salary**
New York,NY $215,000.00 - $350,000.00 / year
$215k-350k yearly 8d ago
2026 Community Branch Internship Program - Manhattan
M&T Bank 4.7
M&T Bank job in New York, 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**
New York, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$18-28 hourly 35d ago
Senior Capital & Stress Testing Risk Officer
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial services company located in Brooklyn, NY seeks a Senior Officer in Risk Management to support regulatory capital and stress testing initiatives. This role involves collaborating with various stakeholders to ensure robust risk management practices while delivering high-quality analytics and reports. Candidates should have a bachelor's degree along with a minimum of five years of relevant experience, strong analytical skills, and proficiency in tools like Excel and Tableau. A competitive compensation package and benefits are offered.
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$113k-162k yearly est. 2d ago
Assistant General Counsel - Commercial Lending
M&T Bank 4.7
M&T Bank job in Paramus, NJ
Work Arrangement/Location: This is a hybrid position requiring in-office work three days every week. Ideally the position will be based in Buffalo, NY but may be in an M&T office in, Baltimore, MD, NYC, NY, Wilmington, DE, Bridgeport, CT, Paramus, NJ, or Washington, DC.
There might be potential for a remote work arrangement, within the United States, if the final candidate is not near one of the above locations.
Overview:
The successful candidate will join a small team of seasoned attorneys in the Commercial Lending practice group in the Legal Department of M&T Bank Corporation (NYSE: MTB), providing legal counsel and support to various commercial lending segments within the Commercial Division of M&T Bank, a New York state-chartered bank with branches and commercial lending offices in multiple states throughout the northeast United States.
The ideal candidate will have several years of high-quality experience with advising and representing financial institutions on legal and regulatory matters related to the documentation, negotiation, closing and servicing of commercial lending transactions - including both bilateral and syndicated loans - collateralized primarily by business assets and owner-occupied real estate.
Primary Responsibilities:
* Promptly address day-to-day legal and other related risk issues arising in connection with proposed, new and existing commercial lending transactions, including advising bank officers at various levels and across various functions
* Drafting, reviewing, negotiating and revising commercial loan documents
* Maintaining and enhancing template commercial lending agreements and related forms (both home-grown and vendor-based) for use in documenting commercial lending transactions
* Interface with and assist with the management of approved outside legal counsel
* Drafting and coordinating guidance and communications with outside legal counsel used to close commercial lending transactions
* Advising internal clients on the development, implementation and expansion of new credit products, services, markets and distribution channels (e.g., digital lending and electronic signatures)
* Monitoring and advising internal client groups on any relevant federal and state laws, regulations and guidelines relating to commercial lending (e.g., UCC Article 9 and related articles, ECOA and Regulation B, FCRA, Fair Lending, Anti-Tying Regulations, Reg H Flood Insurance, etc.) and providing support to enterprise-wide compliance efforts
* Proactively identifying, evaluating and escalating legal and regulatory risks relating to commercial lending business activities, and working collaboratively and cohesively with first-line and second-line risk functions to effectively address and mitigate risks
* Providing Legal Department representation and support for various Commercial Division committees, project teams and working groups, as needed
* Monitoring industry developments and participating in industry groups/committees, as needed
* Developing and maintaining trusted working relationships with M&T Legal Department colleagues and internal clients, including loan officers, managers, risk management, compliance and audit partners, loan operations areas and other internal support partners.
* Contribute to the development and presentation of commercial lending training programs for internal clients
* Execute on strategic direction, policies and guidelines for the M&T Legal Department
Supervisory/ Managerial Responsibilities:
Provide guidance to junior staff members; may supervise Paralegals and administrative staff.
Education, Experience and Skill Requirements:
* J.D. degree from an accredited law school
* Admitted and in good standing with the state bar of New York and/or other states in the M&T footprint
* Minimum of 4 years' experience as an attorney or other relevant legal experience
* Experience in a lead counsel, client-facing role in the commercial lending space required
* Strong familiarity with commercial lending documents of various types required
* Self-motivated and strong/proactive work ethic
* Ability to effectively, efficiently and independently identify legal issues, evaluate legal risks, and offer practical recommendations and solutions
* Strong interpersonal and organizational skills
* Effective collaborator and team player
* Strong analytical and decision-making skills
* Excellent writing and verbal skills
Education, Experience and Skills Preferred:
* 5+ years of experience in a lead counsel, client-facing role in the commercial lending space is highly preferred
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $139,700.00 - $232,900.00 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
$139.7k-232.9k yearly Auto-Apply 22d ago
2026 Community Branch Internship Program - New Jersey North
M&T Bank 4.7
M&T Bank job in Paramus, NJ
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**
Paramus, New Jersey, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$18-28 hourly 35d ago
Cons Prod Strat Analyst IV - Internal Fraud Detection
Bank of America 4.7
Newark, NJ job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams.
This opportunity encompasses identifying, developing and executing innovative, high performance strategies to mitigate inherent internal fraud risks across Consumer and Small Business Banking.
Responsibilities:
Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
Leveraging independent risk management acumen, business partner subject matter expertise and historical event data to recognize emerging or existing internal fraud threats
Identifying data sources and extracting and working with large, complex datasets in a variety of environments
Performing outlier analysis to identify high risk activities and behaviors displayed by employees that may be indicative of internal fraud
Developing sophisticated code that will isolate aberrant patterns and behaviors to be presented to analysts for independent investigation
Partnering with operational teammates to refine methodologies to efficiently and effectively assess suspicious activities identified by strategies
Measuring and communicating performance and impact of internal fraud strategies
Leading / contributing to collaborative routines that ensure optimal performance of the end to end internal fraud detection process
Being an engaged, independent worker that is motivated by and actively contributes to team success and a positive work environment
Required Qualifications:
Technical skills: proven, advanced SAS / SQL programming capabilities
Risk management skills: ability to anticipate and proactively identify threats and analyze and solve complex problems
Analytical skills: ability to collect and consume data from large, diverse datasets to independently develop risk control solutions
Relationship building skills: proven track record of fostering and maintaining mutually beneficial partnerships across organizations with competing priorities
Communication skills: ability to effectively and influentially communicate verbally and in writing at all levels within the organization
Thought leadership: constant curiosity about transformative ways to improve our process, business outcome, workplace culture
Ability to learn and adapt: fast-paced, dynamic environment with shifting risk landscape
Team-first attitude: actively contribute to a welcoming workplace with positive team dynamics and a culture of trust in a geographically dispersed organization
Desired Qualifications:
Expertise in additional programming languages and data environments
Prior fraud detection experience highly desired
Prior Center / Call Center experience/acumen
Skills:
Analytical Thinking
Business Analytics
Data and Trend Analysis
Fraud Management
Problem Solving
Collaboration
Innovative Thinking
Monitoring, Surveillance, and Testing
Presentation Skills
Risk Management
Data Visualization
Interpret Relevant Laws, Rules, and Regulations
Issue Management
Oral Communications
Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$78k-107k yearly est. Auto-Apply 36d ago
Investment Banking (Multiple Positions Available)
Jpmorgan Chase 4.8
New York, NY job
Duties: 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. Define, guide and review detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses. Define, guide and review 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. Involved in graduate recruiting.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Business Administration, Economics, Finance, or related field of study plus three (3) years of experience in the job offered or as Investment Banking, Investment Banking Analyst, or related occupation. The employer will alternatively accept a Master's degree in Business Administration, Economics, Finance, or related field of study plus one (1) year of experience in the job offered or as Investment Banking, Investment Banking Analyst, or related occupation.
Skills Required: This position requires one (1) years of experience with the following: Corporate finance and accounting; Public company takeover defense; Executing acquisitions and sales of private and public companies, leveraged buyouts, joint ventures, divestitures and carve-outs, and spin-offs. This position requires any amount of experience in the following: designing and analyzing mergers and acquisitions (M&A) transaction structures, incorporating legal structuring and tax aspects; participating in all aspects of execution for buy-side, sell-side, and structured M&A transactions, including leveraging industry and product knowledge on debt capital markets, equity capital markets, and corporate finance advisory to represent clients' interests during M&A transactions; coordinating data-room information exchange, and interacting with clients and third parties in consulting, accounting, legal, banking, and public relations; drafting and reviewing non-disclosure agreements, term sheets, offer letters, stock purchase agreements, financing agreements, and fairness opinions; preparing marketing materials, including teasers, information memoranda, management presentations, and investor relations presentations, as part of a sale transaction; working with clients on M&A financing solutions, including revolving credit facilities, bridge loans, term loans, high-yield, convertible bonds, asset-backed products, private placements, and rights issues; building financial models, including three-statement operating models, three-statement merger models, spin-off and divestiture models, multi-driver-based operating models, net- operating-loss roll-forward models, and merger consideration distribution models; financial modeling, valuation, and analytics, including dividend discount models (DDMs), adjusted present value, economic value added (EVA), present value of future stock prices, discounted cash flow (DCF), leverage buyout (LBO), trading comparables, precedent transactions, accretion and dilution, sum-of-the-parts, and discount rate analysis; financial market data tools, including Bloomberg, FactSet, Intralinks, Datasite, and AlphaSense.
Job Location: 270 Park Avenue, New York, NY 10017. This position requires up to 20% domestic travel to JPMC client sites.
Full-Time. Salary: $225,000 - $231,750 per year.
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
**Base Pay/Salary**
New York,NY $225,000.00 - $231,750.00 / year
$225k-231.8k yearly 18d ago
CRA Mortgage Originator
M&T Bank 4.7
M&T Bank job in New York, NY
Originate mortgage applications within low-to-moderate income neighborhoods and to low-to-moderate income borrowers. Participate in Community Reinvestment Act (CRA) related activities and functions within M&T community bank regions. Must adhere to the requirements of federal registration under the SAFE Act.
Primary Responsibilities:
* Works independently to cultivate new mortgage business.
* Markets, services and promotes the bank's mortgage products.
* May be required to travel to and work at prospective customers' homes or business locations. Follows-up on potential customers via travel or telephone.
* Follows-up on potential customers via travel or telephone.
* Market bank wide proprietary CRA products, e.g., Get Started, with Retail Bank Network as well as outside organizations such as real estate firms, housing agencies, etc.
* Market agency related products (FHA, VA, etc.) to low-to-moderate income borrowers and in low-to-moderate income neighborhoods.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.Negotiates terms and conditions of loans 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.
* Interact with various housing agencies and governmental entities focused on CRA initiatives.
* Stay informed of industry regulations and governmental requirements as they relate to CRA housing needs.Meet with potential customers to ascertain financial needs as they may relate to CRA guidelines, first time homebuyer guidelines and mortgage opportunities that lie therein.
* 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:
Facilitates the bank's need to meet its CRA responsibilities with the federal regulators and the citizens of the community bank regions. Relationships will forge with local housing agencies and groups which specialize in CRA outreach programs.
The incumbent is required to travel extensively with limited supervision.
The position requires extensive external contacts (potential and existing customers, Realtors, etc.) primarily on sales calls outside the office, as well as internal contacts (other Bank personnel).
Will interact with individuals and teams internally and within the assigned community, developing new relationships and maintaining existing relationships.
Responsible for establishing and maintaining federal registration requirements outlined in the SAFE Act.
Supervisory/ Managerial Responsibilities:
None.
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.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $31.72 - $52.86 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
New York, New York, United States of America
$31.7-52.9 hourly Auto-Apply 37d ago
AI Deployment Manager
Jpmorgan Chase & Co 4.8
New York, NY job
JobID: 210698047 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $128,250.00-$205,000.00 We are building the next generation of AI and autonomous agents that can reason, plan, act, and learn to solve critical problems in operations at the huge scale of the world's largest bank.
On the Data and Analytics Productivity and Transformation Team, we're dedicated to reinventing how data and analysis drives business outcomes. Our mission is to empower analysts with AI-powered tools and enable deeper, higher-value work for our clients. We champion skill development and change management, ensuring all data and analytics professionals can thrive in this new AI environment. By commercializing innovative AI Platforms, Tools, Systems and Products and fostering a culture of experimentation, we deliver measurable productivity improvements and accelerate the adoption of cutting-edge capabilities.
As the AI Deployment Manager on the Data and Analytics Productivity and Transformation Team, you will lead the evaluation, selection, and deployment of both in-house and third-party AI solutions to drive adoption and measurable impact across analytics teams. Leveraging existing proprietary solutions and dozens of others, you'll implement a standardized evaluation framework, coordinate hands-on testing with diverse analyst groups, and capture feedback through unified scorecards. You will facilitate the adoption of integrated solutions, eliminate redundant ETL work, and streamline stakeholder requests using AI-driven tracking. Additionally, you'll commercialize innovative use cases-such as code generation and knowledge bases-support NLP data visualization rollouts and prepare for business user testing of advanced "talk to data" solutions. Through collaboration with key partners, you'll ensure solutions are rigorously tested, effectively adopted, and aligned with priorities to empower analysts to focus on higher-value work and accelerate the analytics transformation at Chase.
Job Responsibilities:
* Influence the direction of internal tools and platforms while exploring, developing and sourcing AI tools tailored to evolving business needs.
* Liaise with AI focused teams that are building proofs of concept.
* Lead robust evaluations of both in-house AI solutions and external third-party vendors to identify and implement high-impact, high-adoption technologies.
* Establish, customize and maintain a standardized, criteria-driven decision-making process for evaluating and selecting analytic tools and solutions.
* Coordinate and support hands-on testing programs with diverse analyst groups, ensuring real-world feedback and broad participation.
* Capture and analyze tester feedback using unified scorecards and structured evaluation criteria to ensure consistency and comparability.
* Facilitate the adoption and scaling of integrated agentic solutions and multiple point solutions across analytics teams.
* Commercialize innovative use cases, such as code generation and knowledge bases, and support the rollout of NLP data visualization and "talk to data" solutions.
* Collaborate with key partners to drive solution deployment, conduct regular progress check-ins, and ensure alignment with strategic objectives and OKRs.
Required Qualifications, Capabilities and Skills:
* BS Degree and 5+ years in business analytics, consulting, or solution design roles with significant experience leading large-scale analytics initiatives across complex organizations.
* Success managing cross-functional teams and driving organizational change implementing standardized frameworks, piloting new technologies, and achieving measurable business outcomes.
* Ability to evaluate and implement analytics tools and technologies, both in-house and third-party.
* Experience with data analytics platforms, machine learning concepts, and related technologies (e.g., Databricks, Snowflake, NLP tools).
* Adept at leading complex projects, coordinating cross-functional teams, and delivering results on time.
* Capacity to design and execute structured evaluation frameworks, pilot programs, and user testing scenarios.
* Focused on delivering measurable outcomes, such as productivity improvements, cost savings, or enhanced user satisfaction.
* Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical, non-technical, and senior audiences
* Experience and ability to collaborate, influence, and build consensus among senior leaders, technical teams, and business stakeholders to align on priorities and drive adoption of innovative solutions.
* Knowledge of data management and analytics organizations, quantitative methods, and work product development processes
Preferred qualifications, capabilities, and skills
* Advanced degree in an applicable STEM field
* Excellent analytical skills with the ability to assess solution effectiveness, identify gaps, and recommend improvements.
* Ability to drive adoption of new tools and processes, including training, communication, and change management initiatives.
* Clearly articulate technical concepts, present findings, and influence decision-making at all organizational levels.
* Comfortable working in a fast-paced, evolving environment and quickly adapting to new technologies, methodologies, and business needs.
$128.3k-205k yearly Auto-Apply 18d ago
2027 Summer Internship, Early Careers - Corporate Banking
Wells Fargo 4.6
New York, NY job
2027 Corporate Banking Summer Analyst Program Advance and excel Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500.
A trusted partner to our clients, we provide corporate and transaction banking, corporate and transaction banking, commercial real estate lending and servicing, and equity and fixed income solutions - including sales, trading, and research capabilities - to corporate and institutional clients.
Corporate Banking
Delivers a comprehensive suite of strategic credit, risk management, and treasury management solutions to large-cap publicly traded companies across industry sectors, financial sponsors, and other institutional clients.
Program Overview
The Corporate Banking Summer Analyst Program is a 10-week internship designed for undergraduates considering a career in banking. You will be aligned to a coverage or product group, where you will gain direct experience contributing to client work, learn financial and credit fundamentals, and collaborate with bankers to support client relationships.
What to expect
The program begins with one week of structured classroom training, covering financial accounting, credit analysis, corporate valuation, and financial modeling.
Following training, you will step into day-to-day responsibilities, which may include:
* Conducting company and industry research
* Analyzing historical financial performance and modeling future outcomes to assess credit risk
* Creating client marketing materials using Excel and PowerPoint
* Assisting in preparing credit underwriting presentations for Risk Committee approval
* Monitoring client developments and preparing updates for leadership
Throughout the program, you will receive ongoing coaching, mentorship, and feedback to support your development.
Is this program right for you?
We seek candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required Qualifications:
* 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Bachelor's degree with expected graduation in December 2027 or May/June 2028
* Strong academic achievement
* Demonstrated interest in finance and financial markets
* Strong analytical and communication skills
* Proven ability to take on significant responsibility
* Relevant internship experience
* Ability to work effectively both independently and in teams
* Proficiency in Microsoft Office (Excel, PowerPoint, Word)
Program locations
Primary locations include Charlotte & New York.
Pay range
$48/hour across all locations.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$90,000.00 - $150,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
29 Apr 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$90k-150k yearly 26d ago
Universal Banker
M&T Bank 4.7
M&T Bank job in New York, NY
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 $22.79 - $37.99 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
New York, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.