The Senior Marketing Specialist - Physical Branding supports the Brand Integration team in delivering consistent, high-quality brand experiences across physical locations. This role focuses on branded signage, branch branding, and merchandising, requiring expertise in marketing combined with technical knowledge of construction processes and environmental branding elements.
Primary Responsibilities:
* Manage the implementation of branded signage and branch branding projects in alignment with corporate brand standards.
* Coordinate with internal teams, external vendors, and construction partners to ensure timely and accurate execution of branding initiatives.
* Develop and maintain standards for branch merchandising, interior and exterior signage, and lighting to create a cohesive customer experience.
* Oversee vendor relationships for signage, lighting, and merchandising, ensuring quality and compliance with specifications.
* Conduct site visits and inspections to verify proper installation and adherence to brand guidelines.
* Collaborate with construction, facilities, and marketing teams to integrate branding into new builds, renovations, and refresh projects.
* Complete other related duties as assigned.
Education and Experience Required:
Bachelor's Degree
Minimum 3 years of experience in brand marketing, environmental branding, or related field
(Or in Lieu of a degree, a combination of 7 years of higher education and relevant experience)
Strong understanding of construction processes, exterior signage systems, lighting solutions, and branch merchandising principles.
Proven project management skills with the ability to handle multiple initiatives simultaneously.
Deep knowledge of brand standards and environmental branding best practices.
Excellent communication skills for vendor coordination and stakeholder engagement.
Ability to travel up to 10% for site visits, inspections, and vendor meetings
Education and Experience Preferred:
Experience in financial services or retail environments preferred
Familiarity with permitting processes for exterior signage.
Experience with lighting design and energy-efficient solutions.
Proficiency in project management tools (e.g., Jira).
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
$74.6k-124.4k yearly Auto-Apply 15d ago
Looking for a job?
Let Zippia find it for you.
Senior Product Designer
M&T Bank 4.7
M&T Bank job in Philadelphia, PA
Sponsorship is not available for this position including anyone on an F-1 student visa including those eligible for CPT/OPT or the Stem OPT extension.
As a Senior Product Designer on the M&T Digital Experience team, you will lead the visual design of concepts, prototypes, and iterative milestones for digital products serving Institutional Services (IS). You will work with Product Owners, Analysts and Researchers to translate business objectives and process requirements into elegant, scalable designs that enhance usability and drive adoption. This role combines expertise in design thinking, interaction design, and Appian platform literacy to ensure every solution delivers measurable business value and an exceptional user experience.
Primary Responsibilities:
* Design End-to-End Experiences: Create wireframes, prototypes, and visual designs for Appian workflows and interfaces, ensuring alignment with user needs and business goals.
* Cross Collaboration: Partner with Product Owners, Analysts and Researchers to understand requirements, user stories, and process flows; provide design input that improves clarity, usability, and efficiency.
* Apply Human-Centered Design Principles: Use research insights, usability testing, and iterative design methods to validate and refine solutions.
* Design System & Standards: Maintain consistency across Appian applications by leveraging design systems and best practices.
* Facilitate Workshops: Lead design thinking sessions and co-creation workshops with stakeholders to gather feedback and align on experience goals.
* Collaborate in Agile Delivery: Participate in sprint planning, reviews, and demos to ensure design intent is preserved through development.
* Advocate for UX: Champion accessibility, simplicity, and user-centricity across all Appian solutions.
* Continuous Improvement: Stay current on Appian UI capabilities and emerging design trends to recommend enhancements.
* Perform other related duties as assigned.
Education and Experience Required:
* Bachelor's degree in UX Design, Human Computer Interaction, Industrial Design, or similar, and a minimum of 3 years relevant experience or in lieu of a degree, a combined minimum of 7 years education and/or relevant/product design work experience.
* Expert-level Figma skills for screen design and prototyping
* Strong stakeholder and project management skills
* Understanding of design systems, accessibility standards, and responsive design.
* Experience working in Agile environments with just-in-time design, research, and development practices
* Ability to collaborate effectively with designers, researchers, developers and business stakeholders
* Experience analyzing and tracking data using tools such as Quantum Metric or Adobe Analytics
* Strong presentation and workshop facilitation skills
* Proven ability to support the full product development process-from vision to launch to iteration
* Ability to mentor and educate others on the value and principles of good experience design
Education and Experience Preferred:
* Familiarity with Appian Designer, Appian Case Management Studio, and the ability to visualize workflows within the platform.
* Experience collaborating with product owners and analysts in Agile environments.
* Customer Centric - Outside in perspective with a focus on improving the customer experience
* Familiarity with design systems
* Experience in financial services industry a plus
* Takes ownership with a strong sense of accountability
* Curiosity - Seeks out ways to improve the customer experience
* Resilient - Respectful of broad opinions and makes tough calls with ease
* Driven & Prioritization - Self-motivated and knows how to say no
* Challenges assumptions
* Decisive & Lead Taking - Sense of urgency with an ability to inspire followers
* Interdependent - Communicates and convenes others; reaches across boundaries
* Continuously seeks out ways to improve
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $94,400.00 - $157,400.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Baltimore, Maryland, United States of America
$94.4k-157.4k yearly Auto-Apply 60d+ ago
Relationship Banker - Wilmington Market
Bank of America 4.7
Media, PA job
Broomall, Pennsylvania;Media, Pennsylvania; Newtown, Pennsylvania; West Chester, Pennsylvania
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for 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
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**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.
$28k-36k yearly est. 1d ago
Client Service Account Manager MidCorp - Healthcare Payments - Vice President
Jpmorgan Chase 4.8
Philadelphia, PA job
InstaMed is seeking dynamic, self-motivated, and results-driven professionals who thrive in a collaborative and growth-oriented environment. As a Relationship Manager, you will play a pivotal role in managing and expanding relationships with our valued healthcare provider accounts. This position offers the opportunity to directly influence revenue retention and drive business growth.
As a Client Service Account Manager in Healthcare Payments, you are an integral part of a team dedicated to managing and growing key healthcare provider relationships. You partner closely with internal teams to support revenue retention and growth opportunities. You are responsible for understanding client needs, proactively driving account success, and communicating valuable feedback to help shape InstaMed's products and services.
**Job responsibilities**
+ Manage midmarket clients with $100M to $2B in revenue, ensuring the health and satisfaction of customer relationships.
+ Serve as the main contact for clients, facilitating strategic and operational business activities.
+ Develop strong relationships with client leads and executives/C-suite.
+ Support revenue growth through business reviews, strategic account plans, and solution demonstrations.
+ Prepare and process customer orders and contracts to expand services or deliver new hardware.
+ Ensure successful utilization of InstaMed solutions and drive adoption across the territory.
+ Partner with JP Morgan bankers to manage customer relationships and identify joint sales opportunities.
+ Conduct outreach to communicate changes or new offerings that impact customer relationships.
+ Identify potential risks to customer retention and serve as the escalation point for issue resolution.
+ Maintain accurate customer account information, opportunity pipeline data, and documentation of activities.
+ Demonstrate a thorough understanding of InstaMed solutions and be willing to travel up to 20% of the time
**Required qualifications, capabilities, and skills**
+ 5 + years of proven success in a revenue-generating role
+ 5 + years of experience within healthcare, health-tech, and merchant services
+ Excellent people skills and ability to build relationships with customers.
+ Sound judgment in setting customer expectations and managing sensitive customer situations.
+ Excellent organizational skills in daily task management and follow-ups.
**Preferred qualifications, capabilities, and skills**
+ Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience.
+ Bachelor's degree or higher
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
$74k-101k yearly est. 13d ago
U.S. Private Bank - Private Banker - Associate
Jpmorgan Chase 4.8
Philadelphia, PA 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 Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
**Job Responsibilities**
+ Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
+ Generate business results and acquire new assets, both from existing client base and new client acquisition
+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
+ Partner with internal specialists to provide interdisciplinary expertise to clients when needed
+ Connect your clients across all lines of business of J.P. Morgan Chase & Co.
+ Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
**Required Qualifications, Capabilities, Skills**
+ Three plus years of work experience in Private Banking or Financial Services
+ Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
+ Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
+ Proven sales success and strong business acumen
+ Strong community presence with an established network
+ Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
+ Focuses on the client experience and works tirelessly on the client's behalf
**Preferred Qualifications, Capabilities, Skills**
+ Proactive, takes initiative, and uses critical thinking to solve problems
+ Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
+ Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
+ Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
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
$22k-54k yearly est. 11d ago
Treasury Management Officer - Commercial Bank
Jpmorgan Chase & Co 4.8
Philadelphia, PA job
JobID: 210668771 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $128,250.00-$195,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
$128.3k-195k yearly Auto-Apply 50d ago
Commercial Bank- Product- United States- 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Philadelphia, PA job
JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00
About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial Bank
The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams.
Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$78k-129k yearly Auto-Apply 58d ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Philadelphia, PA job
JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment.
How we're organized:
As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks:
* A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology.
* A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication.
Syndicated Finance Group Locations: Chicago, Houston
Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas
As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience.
Financial Sponsors Group Locations: New York, Chicago, Los Angeles
FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.
In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job Responsibilities:
Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
You'll make an impact by:
* Working on financial models to support financing transactions
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Developing an understanding of the full breadth of J.P. Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Locations we hire for C&SI - Diversified Track:
* Atlanta
* Austin
* Birmingham (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* Phoenix
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for C&SI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
Who We Are Seeking:
We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience.
Required qualifications, capabilities and skills:
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028
* Candidates must be authorized to work permanently in the U.S.
Preferred Qualifications:
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
Our Mission:
At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference.
* Your city preference should align with your current internship location.
About Us:
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.
Equal Opportunity Employer/Disability/Veterans
About the Team:
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
$59k-82k yearly est. Auto-Apply 17d ago
Business Banking Relationship Manager
M&T Bank 4.7
M&T Bank job in Cherry Hill, NJ
Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell other bank products.
Primary Responsibilities:
Develop new banking relationships with business prospects. Service existing business banking client base. Achieve established goals as outlined by manager.
Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers. Network with centers of influence to develop business including accountants, attorneys and other referral sources.
Evaluate credit information and requests and recommend appropriate loan structure to manage risk. Effectively negotiate with underwriters and clients to maximize revenue and minimize risk.
Achieve sales goals with minimum expectations as follows:
Revenue of $150M to $400M.
Loan production of $4MM to $8MM.
Deposit balance production of $400M to $2MM.
Manage loan portfolio of $7.5MM to $20MM.
Oversee approximately 15 to 40 relationship managed clients.
Actively participate in all business banking and retail sales sprints. Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned. Participate in civic and cultural organizations and programs. Utilize prescribed selling techniques to maximize sales opportunities.
Scope of Responsibilities:
Ability to sell effectively to prospects and clients. Manage and retain existing clients.
Work closely with internal contacts to service clients.
Education and Experience Required:
Bachelor's degree or in lieu of a degree, a minimum of 4 years of related sales/banking experience, or a combination thereof
Knowledge of personal computers and the software utilized by the department
Ability to read and analyze financial statements and tax returns.
Sound credit skills necessary to evaluate loan requests.
Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets.
Strong interpersonal and presentation skills required.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $94,400.00 - $157,400.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationCherry Hill, New Jersey, United States of America
$94.4k-157.4k yearly Auto-Apply 27d ago
2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank
Jpmorgan Chase & Co 4.8
Philadelphia, PA job
JobID: 210690291 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; Rochester,NY $100,000.00-$100,000.00; Greenwich,CT $100,000.00-$100,000.00; Greenvale,NY $100,000.00-$100,000.00; Manhattan Beach,CA $100,000.00-$100,000.00; Westlake Village,CA $100,000.00-$100,000.00; San Diego,CA $100,000.00-$100,000.00; Washington,DC $100,000.00-$100,000.00; Las Vegas,NV $100,000.00-$100,000.00; Summit,NJ $100,000.00-$100,000.00; Seattle,WA $100,000.00-$100,000.00; Walnut Creek,CA $100,000.00-$100,000.00; Chicago,IL $100,000.00-$100,000.00; Baltimore,MD $100,000.00-$100,000.00; Pasadena,CA $100,000.00-$100,000.00; Denver,CO $100,000.00-$100,000.00; Boston,MA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; Palo Alto,CA $100,000.00-$100,000.00; Irvine,CA $100,000.00-$100,000.00; Minneapolis,MN $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00; Cleveland,OH $100,000.00-$100,000.00
If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.
Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer.
Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
Job Responsibilities:
* Work with a team of advisors and specialists to bring in new clients and serve existing clients
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Required Qualifications, Capabilities, and Skills:
* Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's.
* Expected graduation date between December 2027 and June 2028.
* Currently attending a college/university in the U.S.
* Highly driven, inquisitive, and proactive, with a strong desire to learn.
* Enjoys working in teams to develop complex solutions.
* Exceptional interpersonal, communication, analytical, and problem-solving skills.
* Excellent organizational skills with the ability to multitask in a fast-paced environment.
* Demonstrates good judgment and discretion with confidential information.
* Genuine interest in financial markets and macro-level economic trends.
* Aspires to work with external clients in a relationship-building and sales capacity.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Work Authorization:
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Our Locations
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, MI
Boston, MA
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Columbus, OH
Dallas, TX
Denver, CO
East Bay, CA
Fort Lauderdale, FL
Fort Worth, TX
Grand Rapids, MI
Greenwich, CT
Houston, TX
Indianapolis, IN
Irvine, CA
Jacksonville, FL
Las Vegas, NV
Long Island, NY
Los Angeles, CA
Miami, FL
Milwaukee, WI
Minneapolis, MN
Naples, FL
Nashville, TN
New Orleans, LA
New York, NY
Oklahoma City, OK
Orlando, FL
Palm Beach, FL
Palo Alto, CA
Pasadena, CA
Philadelphia, PA
Pittsburgh, PA
Rochester, NY
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
Scottsdale, AZ
Seattle, WA
South Bay, CA
St. Louis, MO
Summit, NJ
Tampa, FL
Tulsa, OK
Washington D.C.
Westlake Village, CA
Join us
At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
$100k-100k yearly Auto-Apply 14d ago
Product Design Lead - Digital Consumer Experience
M&T Bank 4.7
M&T Bank job in Philadelphia, PA
**_Sponsorship is not available for this position including anyone on an F-1 student visa including those eligible for CPT/OPT or the Stem OPT extension._**
**Overview:**
We're seeking a strategic, systems and scale-minded Lead UX Strategist to join our design team supporting the Digital Consumer Experience Product Suite - someone who is energized by a blank slate, as well as comfortable and experienced with the ambiguity of early-stage product development.
This role will focus on shaping the future of our consumer digital products, leading the development of a strong product vision, evolving our design strategy and implementation processes to bring that vision to life, and supporting the early stages of the design lifecycle through experience definition and rapid concepting.
You will be joining an established team that sits within a larger Digital Design Organization, that supports our enterprise's Digital function.
**Primary Responsibilities:**
**As a Leader, you will...**
+ Collaboratewith Business ProductOwnership &Management stakeholders to evolve our Digital Products so they help achieve their Businesses Objectives and Key Results.
+ ShepardProduct Experience Visions and Roadmaps, that clearly communicate theintendedevolutionof our products,andthevaluethey'llprovide ourcustomers and usersover time.
+ Confidently strategize and plan product-level discovery and concept design exercises that influence the shape features take, streamlining thedetailed feature design and developmentprocess.
+ Exercise a strong player-coach mindset, focusing both on creating clarity for other designers on the team, shaping and delegating work thatacceleratesyour core efforts, or carries that work forward.
+ Drive effective research-driven decision-making in our design workflows, in partnership with our research team members and your peer design leads.
+ Partner with other design leads on the team, as well as our design producer, toelevate our design and experience craft; emphasizing high quality and consistent outputs that effectively meet our business and experienceobjectives.
**As an Individual Contributor, you will...**
+ Consistentlydemonstratethought-leadership to envision and design a desired end-state that meets business goals and end user needs/expectations, as informed by research.
+ Lead fast-paced ideation, concepting,and prototyping sessions to explore andvalidateexperience directions early in the product lifecycle.
+ Define and evolve the structure of our products,anticipatingfuture areas of change and growth, and settinginformation architecturestrategies addressing aspects suchasdensity, and purpose.
+ Mentor Product Designers alongside your peers and build knowledge of design thinking among product teams and senior leadership.
+ Strategize and plan early-stage prototype and test methodologies to drive the team and partners to product design decisions.
**Excellent candidates will also...**
+ Have experience shaping a Product through multipleevolutions andhas managed multiple designersassistingin shaping and designing thoseiterationsinto development-ready features.
+ Have the capacity to improve the team and program muscle in UX Strategy, Wireframing, and Concepting,establishingstandardsand defining what good looks like, and upskilling the team.
+ Be comfortable in driving evolutions programoperatingmodels, ensuring program leadership is maturing when and where design and researchparticipatesin the Product Design and Development process.
+ Demonstrate deep knowledge and experience inutilizingand growing design systems that feed multipleprograms andevolving team operations to fluidly influence and pull patterns into the system itself, as well as our work and products.
+ Have front-end, generativeresearch experience, either defining and leadingresearch directly, orparticipatingin a supporting role in the definition and execution of research exercises.
**Managerial/Supervisory Responsibilities:**
Lead and mentor a team
**Education and Experience Required:**
Bachelor's degree in UX Design, Human Computer Interaction, Industrial Design, or similar, and a minimum of 5 years relevant experience or in lieu of a degree, a combined minimum of 9 years of education and/or relevant/product design work experience.
+ Provenexpertisein Product Design/Human-Centered Design
+ Experience creating use cases, flow diagrams, prototypes,scenariosand wireframes to communicate ideas and designs to diverse groups of stakeholders
+ Understanding of strengths and shortcomings ofdifferent designthinking methods, including when and how to apply them during product development processes
+ Hands-on experience of designing for a variety of digital touchpoints and non-digital channels and supporting the delivery of those designs
+ Experience supporting the full product development process, from vision to launch to iteration
+ Experience functioning as a project leader as well as an individual contributor
+ Ability to mentor and educate others on the value and principles ofgood experiencedesign
+ Team player who is comfortable navigating ambiguity within a self-directed culture
+ Ability toestablishstrong working relationships with colleagues, clients, and key stakeholders
+ Extensive experience conducting remote and in-person workshops; strong familiarity with supporting tools such as Miro and Webex
+ Experience with design and prototyping tools such as Adobe, Sketch, InVision, Figma or other similar tools used widely in the design community
+ Proficiencyin industry best practices for desktop, mobile and web applications
+ Experience with accessibility standards, cross-platform issues, mobile userinterfacesand systems-thinking
**Core Competencies:**
+ Customer Centric - Outside in perspective with a focus on improving the customer experience
+ Curiosity - Seeks out ways to improve the customer experience
+ Resilient - Respectful of broad opinions and makes tough calls with ease
+ Driven & Prioritization - Self-motivated and knows how to say no
+ Challenges assumptions
+ Decisive & Lead Taking - Sense of urgency with an ability to inspire followers
+ Takes ownership witha strong senseof accountability
+ Interdependent - Communicates andconvenesothers; reaches across boundaries
+ Continuously seeks out ways to improve
+ Familiarity with design systems
+ Experience in financial services industry a plus
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $113,300.00 - $188,800.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Baltimore, Maryland, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$113.3k-188.8k yearly 60d+ ago
Teller Part Time Moorestown
Wells Fargo 4.6
Moorestown, NJ job
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
* Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
* Complete operational activities while minimizing risks under established policies
* Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
* Receive direction from managers and exercises judgment within defined policies and procedures
* Escalate questions and issues to more experienced roles
* Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
* Identify information and services to meet customers financial needs
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* 6+ months of experience interacting with people, demonstrated through work, military, or education
* Customer service focus with experience handling complex transactions across multiple systems
* Ability to educate and connect customers to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and team members
* Experience working with others on a team to meet customer needs
* Cash handling experience
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Well-organized, independent and able to prioritize in a fast-paced environment
* Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* This position is not eligible for Visa sponsorship
Posting Location(s):
* 1301 Nixon Dr Moorestown NJ 08057
@RWF22
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.
$23.00 - $28.50
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:
21 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.
$35k-40k yearly est. 7d ago
Relationship Banker - Wilmington Market
Bank of America 4.7
Glenolden, PA job
Glen Mills, Pennsylvania;Kennett Square, Pennsylvania
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for 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
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**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.
Reviews, analyzes, and processes loan and lease credit applications and conducts credit investigations to make informed credit decisions within assigned authority; refers applications exceeding that authority to others for decisioning. Works in partnership with Sales in communicating with origination source, obligor, accounting firms, banks, etc. Works with Sales to explain credit decisions and/or transaction structure. Recommends risk ratings based on the utilization of the Bank's Probability of Default and Loss Given Default scorecards. Writes more detailed credit memos which address anticipated information needs for management decisioning of higher transaction amounts.
**Primary Responsibilities:**
Underwrite loan and lease credit applications within assigned authority and accurately record the decision in the appropriate system.
Refer credit decisions above assigned authority to proper credit personnel, inclusive of a recommendation for approval or denial. Ensure all credit recommendations have been approved by the proper level of credit authority.
Prepare credit-write ups for transactions with total exposure between $1.0 mm and $2.0 mm, routinely including the review of borrower's financial statements (which can include 10K and 10Q reports) and/or tax returns that require use of financial spreadsheets to properly analyze financial condition and cash flow. Search public databases to obtain debt ratings, financial statements, and other information as needed.
Assign appropriate risk ratings to customers according to parameters outlined in Credit Policy.
Review collateral descriptions, vendor qualifications and experience with the business and recommend appropriate structure and credit action as part of comprehensive credit write-up.
Ensure activities adhere to Credit Policy, including identification of reportable and non-reportable policy exceptions, as well as other Bank policies and external regulations.
Determine total business credit exposure and review current and past schedules held with the business to determine potential credit concerns related to payment delinquencies.
Prepare annual reviews for existing borrowers with exposure greater than $750 m on a quarterly basis and inclusive of a review of updated financial statements and evaluation of assigned risk ratings.
Communicate with Sales to provide explanations of investment decisions and/or transaction structure as needed.
Develop and maintain a sound understanding of the inherent sensitivities with vendor, major account, and end user relationships, while managing credit risk; escalate concerns to management as required.
Present analyses and/or address questions during credit request discussions or committee presentations as requested.
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:**
**Supervisory/Managerial Responsibilities:**
Not Applicable
**Education and Experience Required:**
Bachelor's degree and a minimum of 3 years' related 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' related experience
Strong organizational skills
Strong analytical skills
Strong decision-making skills
Strong verbal and written communication skills
Proven presentation skills
Good working knowledge of credit and underwriting principles and procedures
**Education and Experience Preferred:**
Bachelor's degree in Finance, Accounting, Economics, or Mathematics
Minimum of 5 years' related experience
Formal credit training
Leasing industry experience
Working knowledge of other related departments within the business
Complete knowledge and understanding of business credit policies and procedures
**Physical Requirements:**
General office environment
General office equipment
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $39.47 - $65.78 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Philadelphia, Pennsylvania, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$63k-82k yearly est. 60d+ ago
Senior Product Designer
M&T Bank 4.7
M&T Bank job in Philadelphia, PA
_Sponsorship is not available for this position including anyone on an F-1 student visa including those eligible for CPT/OPT or the Stem OPT extension._
As a Senior Product Designer on the M&T Digital Experience team, you will lead the visual design of concepts, prototypes, and iterative milestones for digital products serving Institutional Services (IS). You will work with Product Owners, Analysts and Researchers to translate business objectives and process requirements into elegant, scalable designs that enhance usability and drive adoption. This role combines expertise in design thinking, interaction design, and Appian platform literacy to ensure every solution delivers measurable business value and an exceptional user experience.
**Primary Responsibilities:**
+ Design End-to-End Experiences: Create wireframes, prototypes, and visual designs for Appian workflows and interfaces, ensuring alignment with user needs and business goals.
+ Cross Collaboration: Partner with Product Owners, Analysts and Researchers to understand requirements, user stories, and process flows; provide design input that improves clarity, usability, and efficiency.
+ Apply Human-Centered Design Principles: Use research insights, usability testing, and iterative design methods to validate and refine solutions.
+ Design System & Standards: Maintain consistency across Appian applications by leveraging design systems and best practices.
+ Facilitate Workshops: Lead design thinking sessions and co-creation workshops with stakeholders to gather feedback and align on experience goals.
+ Collaborate in Agile Delivery: Participate in sprint planning, reviews, and demos to ensure design intent is preserved through development.
+ Advocate for UX: Champion accessibility, simplicity, and user-centricity across all Appian solutions.
+ Continuous Improvement: Stay current on Appian UI capabilities and emerging design trends to recommend enhancements.
+ Perform other related duties as assigned.
**Education and Experience Required:**
+ Bachelor's degree in UX Design, Human Computer Interaction, Industrial Design, or similar, and a minimum of 3 years relevant experience or in lieu of a degree, a combined minimum of 7 years education and/or relevant/product design work experience.
+ Expert-level Figma skills for screen design and prototyping
+ Strong stakeholder and project management skills
+ Understanding of design systems, accessibility standards, and responsive design.
+ Experience working in Agile environments with just-in-time design, research, and development practices
+ Ability to collaborate effectively with designers, researchers, developers and business stakeholders
+ Experience analyzing and tracking data using tools such as Quantum Metric or Adobe Analytics
+ Strong presentation and workshop facilitation skills
+ Proven ability to support the full product development process-from vision to launch to iteration
+ Ability to mentor and educate others on the value and principles of good experience design
**Education and Experience Preferred:**
+ Familiarity with Appian Designer, Appian Case Management Studio, and the ability to visualize workflows within the platform.
+ Experience collaborating with product owners and analysts in Agile environments.
+ Customer Centric - Outside in perspective with a focus on improving the customer experience
+ Familiarity with design systems
+ Experience in financial services industry a plus
+ Takes ownership with a strong sense of accountability
+ Curiosity - Seeks out ways to improve the customer experience
+ Resilient - Respectful of broad opinions and makes tough calls with ease
+ Driven & Prioritization - Self-motivated and knows how to say no
+ Challenges assumptions
+ Decisive & Lead Taking - Sense of urgency with an ability to inspire followers
+ Interdependent - Communicates and convenes others; reaches across boundaries
+ Continuously seeks out ways to improve
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $94,400.00 - $157,400.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Baltimore, Maryland, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$94.4k-157.4k yearly 60d+ ago
Client Service Account Manager MidCorp - Healthcare Payments - Vice President
Jpmorganchase 4.8
Philadelphia, PA job
InstaMed is seeking dynamic, self-motivated, and results-driven professionals who thrive in a collaborative and growth-oriented environment. As a Relationship Manager, you will play a pivotal role in managing and expanding relationships with our valued healthcare provider accounts. This position offers the opportunity to directly influence revenue retention and drive business growth.
As a Client Service Account Manager in Healthcare Payments, you are an integral part of a team dedicated to managing and growing key healthcare provider relationships. You partner closely with internal teams to support revenue retention and growth opportunities. You are responsible for understanding client needs, proactively driving account success, and communicating valuable feedback to help shape InstaMed's products and services.
Job responsibilities
Manage midmarket clients with $100M to $2B in revenue, ensuring the health and satisfaction of customer relationships.
Serve as the main contact for clients, facilitating strategic and operational business activities.
Develop strong relationships with client leads and executives/C-suite.
Support revenue growth through business reviews, strategic account plans, and solution demonstrations.
Prepare and process customer orders and contracts to expand services or deliver new hardware.
Ensure successful utilization of InstaMed solutions and drive adoption across the territory.
Partner with JP Morgan bankers to manage customer relationships and identify joint sales opportunities.
Conduct outreach to communicate changes or new offerings that impact customer relationships.
Identify potential risks to customer retention and serve as the escalation point for issue resolution.
Maintain accurate customer account information, opportunity pipeline data, and documentation of activities.
Demonstrate a thorough understanding of InstaMed solutions and be willing to travel up to 20% of the time
Required qualifications, capabilities, and skills
5 + years of proven success in a revenue-generating role
5 + years of experience within healthcare, health-tech, and merchant services
Excellent people skills and ability to build relationships with customers.
Sound judgment in setting customer expectations and managing sensitive customer situations.
Excellent organizational skills in daily task management and follow-ups.
Preferred qualifications, capabilities, and skills
Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience.
Bachelor's degree or higher
$74k-101k yearly est. Auto-Apply 17d ago
Commercial Banker-Multinational Corporations-Vice President
Jpmorgan Chase 4.8
Philadelphia, PA job
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Multinational Corporation Commercial Banker is for you. As a Commercial Banker in the Multinational Corporations group, you will be the focal point of client acquisition and ongoing relationships. Multinational bankers 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.
The Multinational Corporation team within the Middle Market space manages J.P. Morgan's overall relationships with North American subsidiaries of large corporations headquartered outside the United States, to solve problems for clients and help them to grow. We help our clients meet their objectives and challenges in automation, risk management, working capital, and cash management.
**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 further new client acquisition in partnership with the bankers
+ Embrace a culture of respect, diversity and inclusion
**Required Qualifications, Capabilities and Skills:**
+ Seven + years direct lending or credit support related experience with a focus on business relationships
+ Understanding of Commercial Banking products and services
+ Ability to mobilize internal networks and resources
+ Demonstrated experience of meeting or exceeding sales goals
+ Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
+ Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
+ Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
**Preferred Qualifications, Capabilities and Skills:**
+ Bachelor's degree and formal credit training preferred
+ Sales management, business development skills, proficiency in building and maintaining positive client relationships
+ Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
+ Excellent business judgment, strategic thinking, self-directed, proactive and creative.
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
$55k-88k yearly est. 60d+ ago
U.S. Private Bank - Private Banker - Associate
Jpmorgan Chase 4.8
Philadelphia, PA 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 Banker Associate, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.
**Job Responsibilities**
+ Provide leverage to the Senior Banker on daily client priorities
+ Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs
+ Support the Senior Banker on client hierarchy and pipeline management
+ Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities
**Required Qualifications, Capabilities, Skills**
+ Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
+ Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
+ Sales/origination experience
+ Coachable professional with good business acumen
**Preferred Qualifications, Capabilities, Skills**
+ Excellent communication skills
+ Strong analytical and quantitative skills
+ Ability to multi-task and manage priorities effectively
+ Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
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
$22k-54k yearly est. 11d ago
Commercial Real Estate Analyst
M&T Bank 4.7
M&T Bank job in Radnor, PA
**M&T Realty Capital Corporation** is a wholly-owned subsidiary of M&T Bank. As a full-service mortgage banking company, we specialize in providing competitive financing nationwide for commercial real estate. Works directly with M&T Realty Capital Corporation's (M&T RCC) Producers and customers to help identify ideal execution for financing needs. Works with Producers to _screen_ transactions for Multifamily Permanent Mortgage Agency Loans through Fannie Mae DUS, Freddie Mac Seller/Servicer Programs (Optigo), or other programs (i.e. Life Company or Conduit Loans) that best meet the customer's needs and/or financing objectives. Gathers all necessary information to generate a preliminary loan sizing/quote package that is in conformance with both M&T RCC's risk appetite, as well as respective Agency guidelines. Identifies credit risks for each transaction and obtains approvals for any waivers that may be required.
**Primary Responsibilities:**
+ Provide entry level analytical support on a wide variety of assignments including market research, review of property operating statements, cash flow modeling, property valuation, sponsor credit review, and preparation of loan sizing packages that have identified the overall risk assessment of the transaction, as well as providing supportable mitigates to minimize any risk identified
+ Assist Senior Members of the team with all aspects of the loan screening process
+ Review Fannie Mae and Freddie Mac (Optigo) guidelines to ensure each transaction is Agency compliant. Keep up-to-date with all changes to Agency Guidelines as they are released; For Life Company support - must follow designated guidelines for programs.
+ Interact closely and professionally with Producers on each of their transactions and other team members within our Company. Work directly with Agency Representatives (Fannie Mae or Freddie Mac (Optigo), if necessary, to get deal quoted
+ Review quotes provided by the Agency's and confirm if there is any impact on deal/deal structure.
+ Attend all necessary training opportunities to stay current with new Products offered by each Agency. For Life Company executions - similar responsibilities as noted for Agency, but for the LifeCo platform
**Scope of Responsibilities:**
**Education and Experience Required:**
Bachelor's Degree and a minimum of 1 year related experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 year related experience
Degree in Business Administration, Finance or Economics
Familiarity with MS Office (Excel, Word and PowerPoint, Argus)
Good interpersonal and collaborative skills
Good verbal and written communication skills
Detail oriented, particularly with numbers
Good organizational skills with the ability to multi-task and compile/review information in a timely and organized manner
Ability to function independently or with some direction from Manager
Good analytical and risk evaluation skills with demonstrated ability to prepare concise and accurate well-supported analyses for decision making
Ability to work accurately and efficiently and proactively identify issues that may impact a transaction
Ability to problem solve and work with a strong sense of urgency to meet challenging deadlines
Flexibility to take on new or additional assignments and adapt to changes in the current processes or environment to meet changing needs
**Physical Requirements:**
Travel may be required
**Why Choose MTRCC:**
We are 1 of 5 US-based lenders offering Fannie Mae, Freddie Mac, FHA, bridge loans, life company, debt funds and other capital source relationships
Our parent company, M&T Bank, is one of the largest commercial real estate lenders in the United States. We leverage the power of our balance sheet and other financial services to provide a wide array of resources to fit our clients' needs.
Approved Fannie Mae DUS and Freddie Mac Optigo lender since 1989
One of the nation's leading firms providing FHA-insured multifamily mortgages and an approved MAP lender with 30+ years of experience
We offer a competitive Multifamily Bridge Loan Program aimed at providing customers with shorter-term financing solutions as a bridge to closing on an agency or life company execution
Our long-standing relationships with numerous life insurance company investors gives us flexibility during the term of a loan
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location:**
Radnor, Pennsylvania, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$24.9-41.5 hourly 15d ago
Relationship Banker - Woodbury NY
Bank of America Corporation 4.7
Woodbury, 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 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
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
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