Relationship Manager jobs at M&T Bank - 171 jobs

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered to. Partner with all roles on branch team to ensure all clients have a positive in‑branch experience. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Primary Location: Brooklyn, New York, United States Salary Range: $88,400.00 - $132,600.00 Anticipated Posting Close Date: Nov 26, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients. **Job responsibilities** + Execute the strategies and the business priorities of the Region to grow the business and support current initiatives. + Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business. + Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals. + Manage the profitability and performance of assigned portfolio. + Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients. + Analyze and document the effectiveness of sales performance and results as related to KPMs. + Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed. + Adhere to the firm's Code of Conduct and controls/compliance. **Required qualifications, capabilities and skills** + Bachelor's degree + 10+ years of experience in commercial banking or business banking. + Strong knowledge and understanding of Deposits and Treasury products and solutions. + Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing. + Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners. + Knowledge of accounting principles and financial statement analysis + Strategic thinker who supports the goals and direction of the firm + Ability to partner across lines of businesses and leverage internal resources. + Strong knowledge of regulatory and control framework **Preferred qualifications, capabilities and skills** + MBA + Knowledge of consumer lending + Formal credit training + Automotive industry **THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to 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. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. **Job responsibilities** + Develop new and manage existing client relationships, providing exceptional service that exceeds expectations + Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations + Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads + Develop strong internal partnerships across all lines of business in order to best meet client's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + Proven trusted relationship builder with a track record of delivering an exceptional client experience + Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date **Preferred qualifications, capabilities, and skills** + A bachelor's degree + Experience cultivating relationships through delivering Home or Business lending needs This role is located in New York, NY and will report in the office. **In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process. **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. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $150,000.00 - $150,000.00 / year

JobID: 210624898 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $150,000.00 - $150,000.00 Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to 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. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities * Develop new and manage existing client relationships, providing exceptional service that exceeds expectations * Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations * Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads * Develop strong internal partnerships across all lines of business in order to best meet client's specific needs * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach * Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills * A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence * Proven trusted relationship builder with a track record of delivering an exceptional client experience * Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients * Demonstrated understanding of investments, wealth planning, credit and banking concepts * Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills * A bachelor's degree * Experience cultivating relationships through delivering Home or Business lending needs This role is located in New York, NY and will report in the office. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. 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. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

JobID: 210701961 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $105,000.00-$135,000.00; New York,NY $105,000.00-$135,000.00 Overview: J.P. Morgan Workplace Solutions (JPMWS) is seeking dynamic Client Relationship Managers to join our team. With a diverse client base of over 2000 corporate clients, ranging from early-stage start-ups to established multinational corporations, JPMWS manages nearly $370 billion in assets for 1.8 million corporate employee participants. Our team has over 600 experienced professionals in 17 locations worldwide. Role Summary: As a Client Relationship Manager (CRM) at Workplace Solutions, you will be a trusted partner to our clients, demonstrating tenacity, focus, and exceptional organizational skills. You will be at the forefront of client and partner relationships, responsible for managing user and decision-maker interactions, achieving revenue and growth targets, while ensuring client satisfaction. The ideal candidate will exhibit ambition, resilience, a keen interest in understanding clients' business needs, and a strong technical orientation to customize solutions for diverse scenarios. Key Responsibilities: * Develop and maintain robust relationships with assigned clients * Engage with decision-makers to deepen client relationships and build client loyalty * Work with internal stakeholders and external partners to advocate for clients and provide creative solutions * Partner with Bankers on participant engagement initiatives and ensure they are kept abreast of overall relationship status * Be responsible for creating and maintaining key client data in Dynamics * Be responsible for client contract management, including renewals, amendments, price updates and product extensions, etc. * Advocate for client and ensure that client escalations are resolved * Ensure client satisfaction through strategic planning, proactive communication, issue resolution, and performance measurement achievements * Achieve assigned targets for client retention and referenceability * Stay informed about industry trends to provide best practices and industry insights to clients and the organization * Build a network of equity compensation influencers and experts in equity compensation * Lead client presentations to review metrics and strategic planning in person as required by business goals * Collaborate with Sales, Implementations, Operations, and Service Desk teams to optimize client and employee support * Actively grow existing accounts to identify new value creation opportunities Required Qualifications, Skills, and Capabilities: * Bachelor's degree in Business or equivalent experience * Experience in equity compensation. * Proven experience in Relationship Management with global companies * Proactive nature with a commitment to serving as a trusted advisor to customers * Strong analytical and problem-solving skills as well as consultative and negotiation skills * Ability to collaborate across the organization and externally to drive change * Ability to lead, prioritize and execute on multiple concurrent initiatives * Strong ability to present compelling stories and ideas and relay strategy * Exceptional personal, listening, written, and verbal communication skills * Demonstrated success in building and nurturing multi-level client relationships * Ability to lead, motivate, and develop creative solutions to complex problems while managing multiple initiatives * Strong understanding of customer requirements and ability to identify up-sell and cross-sell opportunities * Willing to travel up to 10 percent of working time Preferred Qualifications, Skills, and Capabilities: * Experience with Cloud-Based software * Project management experience with excellent organizational skills * Success-oriented mindset with a focus on customer satisfaction * Superior critical thinking, decision-making, and problem-solving skills Join J.P. Morgan Workplace Solutions and be part of a team that values innovation, client satisfaction, and professional growth.

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to 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. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs This role is located in New York, NY and will report in the office. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. 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. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - NEW YORK - 75 ROCKEFELLER PLZ (NY3075) Pay and benefits information Pay range$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - NEW YORK - 75 ROCKEFELLER PLZ (NY3075) Pay and benefits information Pay range$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **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.

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million. 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 efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required qualifications, capabilities and skills + Five plus years lending or credit support related experience with a focus on business relationships + Understanding of Commercial Banking products and services + Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs + Ability to collaborate with internal partners 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 + Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners + Deep local connections and market knowledge 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 **Base Pay/Salary** New York,NY $147,250.00 - $215,000.00 / year

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker in the Multinational Corporations Global Passport Banking 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 Corporations Global Passport Banking 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 + Five + 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 **Base Pay/Salary** New York,NY $147,250.00 - $215,000.00 / year

JobID: 210702997 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $147,250.00-$215,000.00 You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker within the Commercial Bank's Specialized Industries Segment, you will be responsible for growing and retaining profitable relationships with corporations in the Media, Communications and Digital Infrastructure space. In this role you will be the focal point of client acquisition and ongoing relationships, driving national revenue and profitability growth, and ensuring our success within the industry from origination to delivery. You will offer solutions to clients across various product sets, including Treasury Services, Asset Management, Credit, and Investment Banking. This role requires national travel as well as close collaboration with leaders within the Commercial and Specialized Industries organization and across the firm, including but not limited to Middle Office, Risk, Private Bank, and Investment Banking partners. 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 efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies * Collaborate with partners across the firm to deliver full capabilities of the firm to clients * Develop and execute sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling Required Qualifications, Capabilities and Skills * 5 plus years' direct lending or credit support related experience, with a focus on business relationships * Understanding of Commercial Banking products and services * Knowledge of Media, Communications and Digital Infrastructure space * Ability to collaborate with internal partners and resources * Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor * Sales management and business development skills * FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills * Bachelor's degree and formal credit training preferred * Excellent verbal, written and listening communication skills * Strong creative solution and problem solving abilities

JobID: 210684481 JobSchedule: Full time JobShift: : Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients. Job responsibilities * Execute the strategies and the business priorities of the Region to grow the business and support current initiatives. * Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business. * Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals. * Manage the profitability and performance of assigned portfolio. * Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients. * Analyze and document the effectiveness of sales performance and results as related to KPMs. * Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed. * Adhere to the firm's Code of Conduct and controls/compliance. Required qualifications, capabilities and skills * Bachelor's degree * 10+ years of experience in commercial banking or business banking. * Strong knowledge and understanding of Deposits and Treasury products and solutions. * Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing. * Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners. * Knowledge of accounting principles and financial statement analysis * Strategic thinker who supports the goals and direction of the firm * Ability to partner across lines of businesses and leverage internal resources. * Strong knowledge of regulatory and control framework Preferred qualifications, capabilities and skills * MBA * Knowledge of consumer lending * Formal credit training * Automotive industry THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.

JobID: 210695562 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $171,000.00-$250,000.00; Boston,MA $171,000.00-$250,000.00; Rochester,NY $152,000.00-$225,000.00; Buffalo,NY $152,000.00-$225,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities. Job Summary: As a Senior Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm. Job Responsibilities: * Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. * Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies. * Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings. * Prepare and present financing feasibility and debt capacity studies. * Review legal documents on existing ESOP deals to ensure compliance. * Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives. * Conduct periodic reviews of ESOP's to support credit exposure extensions. Required qualifications, capabilities, and skills: * Bachelor's degree. * Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space. * Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting. * Strong business development acumen and strategic vision to identify marketplace opportunities. * Ability to assess credit transaction risks and knowledge of credit policies. * Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding. Preferred qualifications, capabilities, and skills: * Experience working with Client Executives and Senior Bankers. * Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers. * Knowledge of credit underwriting and structuring.

JobID: 210695562 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $171,000.00-$250,000.00; Boston,MA $171,000.00-$250,000.00; Rochester,NY $152,000.00-$225,000.00; Buffalo,NY $152,000.00-$225,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities. Job Summary: As a Senior Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm. Job Responsibilities: * Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. * Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies. * Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings. * Prepare and present financing feasibility and debt capacity studies. * Review legal documents on existing ESOP deals to ensure compliance. * Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives. * Conduct periodic reviews of ESOP's to support credit exposure extensions. Required qualifications, capabilities, and skills: * Bachelor's degree. * Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space. * Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting. * Strong business development acumen and strategic vision to identify marketplace opportunities. * Ability to assess credit transaction risks and knowledge of credit policies. * Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding. Preferred qualifications, capabilities, and skills: * Experience working with Client Executives and Senior Bankers. * Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers. * Knowledge of credit underwriting and structuring.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker within the Innovation Economy Portfolio (IEP) Debt Solutions Team, you will you will be responsible for growing and managing the Innovation Economy debt portfolio while cross-collaborating with Relationship and Investment Bankers, Credit Partners, and our Venture Capital Relationship Team within Commercial and Specialized Industries. This position will be a generalist role covering; Technology, Green Economy, Consumer, Healthcare, and Life Sciences. The IEP Debt Solutions Team is a key component of the firm's overall Innovation Economy (IE) business, by partnering with both internal and external partners, we manage a fast-paced ever- changing debt portfolio. In this role you will be collaborating with Relationship Bankers and Credit to assist in debt structuring, market and company analysis, negotiating transactions, leading training sessions, coordinating debt partnerships and portfolio management. We work both independently and as part of a dynamic team to deliver the entire firm to our clients and support the world's most innovative companies. **Job Responsibilities** + Demonstrate the ability to efficiently and effectively review debt diligence packages and work with Credit to construct creative debt solutions for innovation economy clients and prospects. + Develop new business by evaluating credit opportunities, deepening existing relationships, and by delivering the entire Firm + Participate in internal strategic discussions with partners across all our solutions including Investment Banking, Capital Markets, Credit, and Payments + Champion a culture of innovation and a customer-centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately + Be passionate about innovation, the start-up eco-system and entrepreneurship, with a strong desire to stay up to date with industry trends and identify opportunities for innovation and strategic partnerships **Required Qualifications, Capabilities and Skills** + Bachelor's degree required + 5+ Years of related experience in Credit and Relationship Banking with a focus on debt structuring and excellent client relationship skills + Extensive knowledge of credit, corporate finance, treasury, commercial, and investment banking products + Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnerships with senior business and control partners + Ability to assess risks inherent in complex credit transactions and mitigate, structure, and negotiate accordingly + Exercises sound decision-making and independent judgment while effectively influencing and driving key decisions. + Outstanding professional reputation and integrity + Excellent problem solving, oral, and written communication skills + This position requires some travel, including attendance at events, trainings, and bank meetings nationwide. **Preferred Qualifications, Capabilities and Skills** + Formal credit or investment banking training + Highly skilled at comprehending and interpreting requests, shows proactive initiative, dedication to ongoing learning, and flexibility in responding to evolving demands and requirements. + Knowledgeable of the Venture Capital and Private Equity ecosystem + Ability to partner across lines of businesses and leverage internal resources + Strong knowledge of regulatory and control framework JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $147,250.00 - $245,000.00 / year; Denver,CO $137,750.00 - $235,000.00 / year; Boston,MA $147,250.00 - $245,000.00 / year; San Francisco,CA $147,250.00 - $245,000.00 / year

JobID: 210695562 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $171,000.00-$250,000.00; Boston,MA $171,000.00-$250,000.00; Rochester,NY $152,000.00-$225,000.00; Buffalo,NY $152,000.00-$225,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities. Job Summary: As a Senior Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm. Job Responsibilities: * Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. * Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies. * Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings. * Prepare and present financing feasibility and debt capacity studies. * Review legal documents on existing ESOP deals to ensure compliance. * Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives. * Conduct periodic reviews of ESOP's to support credit exposure extensions. Required qualifications, capabilities, and skills: * Bachelor's degree. * Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space. * Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting. * Strong business development acumen and strategic vision to identify marketplace opportunities. * Ability to assess credit transaction risks and knowledge of credit policies. * Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding. Preferred qualifications, capabilities, and skills: * Experience working with Client Executives and Senior Bankers. * Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers. * Knowledge of credit underwriting and structuring.

**RMSP:** **Relationship Manager Sales Training Program** A six-month hybrid program that consists of 2-3 weekly virtual sessions and travel (25%) throughout the footprint once/month, for one week at a time. Comprehensive curriculum covering essential topics and skills related to the Business Banking Relationship Manager role. The training is targeted to ensure that participants will learn commercial-specific job knowledge thoroughly and efficiently, so that trainees are well prepared to reach their goals quickly; Classroom collaboration is a key aspect of the program **Primary Responsibilities:** + Participate in a combination of structured classroom sessions, web-based, and on-the-job practical training. + Will learn about the credit culture and commercial underwriting process while developing and refining relationship management skills. + Exposure to the banks sales culture when supporting commercial customer meetings. + Will develop call planning and execution skills. + Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + Promote an environment that supports diversity 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. + 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. + Complete other related duties as assigned; timely completion of weekly in-program and in-field assignments while also managing networking events, client calls, etc. **Scope of Responsibilities:** + Centralized training and program oversight will be done in Baltimore, MD or another designated location and will include periodic travel to other locations. + During the program, all trainees will learn about the credit culture and commercial underwriting process while developing and refining relationship management skills. + Trainees will be exposed to the banks sales culture when supporting commercial customer meetings. Additionally, participants will develop call planning and execution skills. + Heavy focus on project work, team collaboration, study groups, book clubs, etc. + RMSP trainees will also receive a significant amount of exposure to senior management throughout the program. (Need to be able to communicate horizontally and vertically) + The candidate will begin in a support role assisting more senior Relationship Managers in their credit and underwriting process and managing customer relationships within the bank. Eventually, successful trainees will be assigned a portfolio as well as sales goals and expectations. **Education and Experience Required:** + Bachelor's Degree in accounting, finance, economics or related business field and one year of sales-related experience with a demonstrated sales aptitude or in lieu of degree, a combined minimum of 5 years higher education and/or work experience. + Previous banking and sales experience highly recommended. + Demonstrated analytical and quantitative skills, with prior knowledge of accounting principles + Ability and willingness to travel (25%) overnight extensively during program. + Proficient with MS Office software. **Education and Experience Preferred** + Masters of Business Administration. + Previous experience in banking or financial services. + Experience in credit and/or underwriting + Demonstrated history of volunteerism including contribution to community/civic organizations and causes. + An ability to balance priorities and exhibit organizational skills to manage both individual and multiple team priorities. + Excellent communication and interpersonal skills with the ability to interact with all levels of personnel using tact and diplomacy. + Ability to quickly master the bank's technology and systems. \#LI-WR1 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.00 - $52.43 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Tarrytown, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.