M&T Bank jobs in Stamford, CT

**About the Role:** Are you passionate about driving excellence in customer experience and ensuring compliance at every level? As the Senior Quality Assurance Manager, you will lead a high-impact team within our Customer Advocacy division, focusing on the most critical and escalated customer complaints - those that reach executive leadership, regulators, and state agencies. Your mission: safeguard quality, mitigate risk, and champion the voice of the customer. This role goes beyond traditional quality control. You'll manage a team of 5-10 dedicated professionals who validate written and verbal escalated, high risk complaint responses for accuracy, clarity, and compliance, while developing and enhancing the complaint program quality framework. The independent quality control function should work with leaders to raise the bar on quality and help increase quality resolutions in service to customer and managing risk. You'll collaborate closely with Compliance, Legal, Risk, and Root Cause teams to strengthen processes, enhance controls, and ensure regulatory adherence. If you thrive in a fast-paced environment where precision and leadership matter, this is your opportunity to make a measurable impact. **What You'll Do:** + **Lead Quality Control Operations:** Oversee audits and validations of complex customer complaint resolutions, ensuring accuracy, compliance, and exceptional quality. + **Drive Process Excellence:** Identify trends, recommend improvements, and implement solutions that elevate customer advocacy and reduce risk. + **Collaborate Across Functions:** Act as a key liaison with Compliance, Legal, and Risk teams to address audit requests and regulatory requirements. + **Coach and Develop Talent:** Guide your team in procedural writing, quality assessments, and continuous improvement initiatives. + **Champion the Customer:** Ensure every resolution reflects our commitment to advocacy, integrity, and regulatory standards. **Education and Experience Required:** + Bachelor's degree, or equivalent work experience + 3+ years' in quality assurance, compliance, risk-related roles, or other related experience + 2+ years' work leadership and/or supervisory experience **Education and Experience Preferred:** + **Experience with Escalated Complaints:** Background in handling complex customer issues from branches or call centers. + **Compliance & Risk Expertise:** Strong understanding of regulatory requirements, controls, and risk mitigation strategies. + **Process Improvement Skills:** Proven ability to identify gaps and implement procedural enhancements. + **Exceptional Communication:** Skilled in writing, editing, and ensuring clarity and accuracy in customer-facing responses. **Why Join Us?** You'll be part of a mission-driven team that handles the most critical customer interactions, ensuring trust and compliance at every step. This is a leadership role with visibility across the organization and the chance to shape processes that directly impact customer satisfaction and regulatory integrity. **Work Model/Office Location(s):** This is a hybrid position requiring three days in office per week. Eligible candidates must live within commuting distance to one of our two offices below: + 1100 Wehrle Drive, Williamsville, NY 14221 + 850 Main Street, Bridgeport, CT 06604 **Anticipated Travel Requirements:** Employees in this position should be prepared to travel at least once per quarter within the M&T Bank east coast footprint. Travel may occur more often than this and is based upon the needs of the business and work assigned. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $74,600.00 - $124,400.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Williamsville, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

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

JobID: 210686494 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $31.25-$42.79; Uniondale,NY $31.25-$42.79 Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities * Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. * Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. * Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. * Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. * Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. * Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. * Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. * Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. * Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: * Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. * Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. * Enthusiastic and self-motivated. * Superior written and oral communication. * Superior customer service skills. * Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. * Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: * College graduate preferred. * Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. * Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. * Superior interpersonal communication skills, as well as strong attention to detail and time management.

JobID: 210634577 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $100,000.00-$110,000.00; Pasadena,CA $100,000.00-$110,000.00; San Diego,CA $100,000.00-$110,000.00; San Francisco,CA $100,000.00-$110,000.00; Seattle,WA $100,000.00-$110,000.00; Westlake Village,CA $100,000.00-$110,000.00; Summit,NJ $100,000.00-$110,000.00; Washington,DC $100,000.00-$110,000.00; Greenvale,NY $100,000.00-$110,000.00; Rochester,NY $100,000.00-$110,000.00; Manhattan Beach,CA $100,000.00-$110,000.00; Walnut Creek,CA $100,000.00-$110,000.00; Los Angeles,CA $100,000.00-$110,000.00; Irvine,CA $100,000.00-$110,000.00; Las Vegas,NV $100,000.00-$110,000.00; Minneapolis,MN $100,000.00-$110,000.00; Palo Alto,CA $100,000.00-$110,000.00; Baltimore,MD $100,000.00-$110,000.00; Boston,MA $100,000.00-$110,000.00; Chicago,IL $100,000.00-$110,000.00; Cleveland,OH $100,000.00-$110,000.00; Denver,CO $100,000.00-$110,000.00; Greenwich,CT $100,000.00-$110,000.00 If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us. The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job responsibilities * Work with a team of advisors and specialists to bring in new clients and serve existing clients * Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required qualifications, capabilities, and skills * Pursuing a Bachelor's or Master's degree * Graduation date of December 2025 through June 2026 * Highly driven person who enjoys working in teams to develop complex solutions * Exceptional interpersonal, communication, analytical and problem-solving skills * Excellent organizational skills and ability to multitask * Genuine interest in financial markets and macro-level economic trends * Desire to ultimately work with external clients in a relationship building and sales capacity * Ability to thrive in a fast-paced, collaborative environment * Highly inquisitive, focused and pro-active * Good judgment and discretion when working with confidential information * To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO East Bay, CA Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Manhattan Beach, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Washington D.C. Westlake Village, CA JPMorgan Chase is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles. The JPMorgan Chase U.S. Benefits Program is generally available in whole or in part to most employees in the U.S. who meet the eligibility criteria. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. Join Us JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. We're located in more than 120 offices across 11 countries and 25 states. Guided by industry leaders, our teams deliver best-in-class service for our clients around the world. J.P. Morgan was named 2021's "Best Private Bank in the World" and "Best Private Bank in North America" by Global Finance magazine. For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Primary Responsibilities As a member of Business Transformation Services (BTS), this individual will provide program management support for select strategic initiatives, regulatory change, or integration efforts. This role will coordinate across a multi-disciplinary team with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting. Key responsibilities will include but will not be limited to the following: * Working with all functional disciplines impacted by the project to ensure 'end to end' planning is comprehensive and results in a project plan that will achieve stated goals of project * Create a governance structure for managing complex programs that involve multiple business, technology and control partners * Working with key business partners, build and maintain a program roadmap that can be used to drive delivery priorities * Manage dependencies with legal, risk and compliance partners * Provide transparency to stakeholders into progress towards project goals * Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed * Provide mechanisms to capture & monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project * Monitor project costs and resource allocations to ensure investment is used in the best interests of Firm * Ensure accurate and consistent reporting of activity, across all governance forums outside of direct control * Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed * Manage project managers and consultants to deliver against firm priorities Qualifications * BS/BA degree required. Advanced degrees a plus. * A minimum of 10 years of professional experience in project management, product management or technology * Professional experience in the financial services industry, Wealth Management, FinTech, or management consulting * Occasional travel may be required * Proven ability to manage delivery/execution of a wide range of tasks and initiatives * Proven experience developing partnerships with and successfully coordinating across various Business, Technology, Operations and Control partners and stakeholders * Ability to lead and influence cross-functional teams where there is no direct reporting chain * Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately * Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management * Independent self-starter who can manage multiple activities to aggressive deadlines * Eagerness to learn the business and understand detailed technical requirements * Experience managing major organizational change programs, such as merger integrations or corporate restructure * Experience working with cross functional teams, including product management, UX, technology, analytics, marketing, risk and compliance. * Highly skilled in Microsoft Excel, PowerPoint, Word and SharePoint This role will be filled in one of the below locations: * Dallas, TX * Westchester, NY WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $165,000 and $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

This position is responsible for collecting on delinquent mortgage loans by calling borrowers who are in early stages of default (60 or less days delinquent). **Primary Responsibilities:** + Initiate contact with consumers in the earliest stages of default on their mortgage loans with M&T in an effort to collect past due payments, while maintaining compliance with all state and federal laws and regulations applicable to consumer collection activity. + Collect consumer financial information, assess consumer's ability to repay their delinquency, identify appropriate solutions and arrange repayment plans as necessary. + Handle inbound calls from various internal departments and consumers concerning all mortgage loan products in the early stages of delinquency. + Communicate all applicable state-specific call compliance requirements on both inbound and outbound calls received/made. + Identify suspect situations (e.g., fraud, lack of insurance) and investigate exposure, escalating issues to management along with recommendation of appropriate course of action. + Identify and resolve problematic account situations where appropriate, referring more complex problems to the supervisor. Understand the workflow necessary for account maintenance/corrections. + Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** Initiates direct contact with consumers. **Education and Experience Required:** A combined 2 years' higher education and/or relevant work experience. Ability to communicate effectively and professionally over the phone. Excellent communication and customer service skills. Proficiency with word processing and spreadsheet software. **Education and Experience Preferred:** Associate's degree. Collections experience. Knowledge of M&T systems. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.00 - $34.29 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Bridgeport, Connecticut, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

JobID: 210686673 JobSchedule: Full time JobShift: Day Base Pay/Salary: Setauket,NY $25.00-$32.69 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. * Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. * Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. * Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. * Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. * Adheres to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. * 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. * Ability to create memorable experiences for our clients - elevate the client experience. * Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. * Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. * Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. * High school degree, GED, or foreign equivalent. * The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. * Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills * College degree or military equivalent. * Experience in cultivating relationships with affluent clients. 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 JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 6+ months of experience interacting with people, demonstrated through work, military, or education Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work a schedule that may include most Saturdays This position is not eligible for Visa sponsorship Posting Location(s): 215 Cherry St, MILFORD, CT Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $20.00 - $26.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 14 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

_The Bank sponsors individuals for TN and H-1B transfers on a case by case basis._ **_Please note that this position is not open to anyone on a H-1B or F-1 student visa including those eligible for CPT/OPT or the Stem OPT extension._** Leads risk analysis for complex initiatives, influencing overarching risk framework and providing advanced guidance to leadership for informed decision-making aligned with organizational imperatives. **Primary Responsibilities:** + Develop and implement strategic approaches for in-depth risk assessments for comprehensive coverage of all technology capabilities. + Develop and execute sophisticated risk management framework and programs that informs how to align practices with business objectives and regulatory requirements, including (but not limited to) developing complex process maps, leading risk controls self-assessments, and summary of complex findings. + Drive enforcement of frameworks, providing expert guidance and continually assessing regulation and standards to achieve industry-leading technology risk compliance. + Spearhead collaboration among cross-functional teams and senior or executive leadership to align technology practices with overarching business goals and regulatory requirements; maintain productive relationships with stakeholders and/or with third-party engagements to ensure resiliency of Technology, Cybersecurity, and the overall Bank. + Coordinate preparation and response to regulatory engagements, including reviewing responses for accuracy and meeting regulatory request, organizing documents and packets, and leading exam management (i.e., template folders, review of first day letter and follow-up requests). + Encourage innovation in risk management strategies through identification of advanced methodologies to address evolving threats and the recommendation of path for implementation to Technology and Cybersecurity Risk leadership. + Provide advanced mentorship to mid-level analysts, fostering their professional growth and ensuring a high standard for all risk analysts within the team. + Contribute to design and delivery of training programs to ensure comprehensive knowledge of technology and cybersecurity risk management and growing critical skills to enhance team's outcomes. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** + This role primarily interacts with senior people leaders within the Technology and Cybersecurity teams, senior people leaders of Technology and Cybersecurity Risk, and internal partners such as the Risk Division, Internal Audit, and Regulatory Affairs. + Work is accomplished with periodic direction. The position exercises judgement in selecting methods, techniques, and evaluation criteria in obtaining results. It exerts significant latitude in determining objective of assignment and takes calculated risks with consultation from expert. + This role may present to Regulators under direction of senior Technology and Cybersecurity Risk leaders. **Supervisory/Managerial** **Responsibilities:** No supervisory responsibilities. **Education and Experience Required:** + Bachelor's degree and a minimum of 7 years' relevant work experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience + Demonstrated expert knowledge of Technology and/or Cybersecurity risk principles + Minimum of 6 years' relevant work experience in or with the specific Technology, Cybersecurity risk area and/or business unit + Previous experience of NIST (National Institute of Standards and Technology) or Cybersecurity frameworks, with a strong focus NIST 800-53 and 800-53a + Strong knowledge of cybersecurity principles and industry best practices (relevant to confidentiality, integrity, availability) + Proven knowledge of information technology security principles and implementation methods (e.g., firewalls, demilitarized zones, encryption, Active Directory / LDAP, SAML) + Skilled in evaluating security controls based on confidentiality, integrity and availability requirements of systems **This role requires understanding the risk, independently challenging the controls, defining the test steps / approach, and then executing the testing to conclude on effectiveness and residual risk.** **Extensive experience managing and completing actual testing as listed below.** + Meeting with stakeholders to understand the control and perform detailed walkthroughs + Documenting / defining test plans and test steps to effectively assess the design and operation of controls + Opining on controls that have been defined to confirm it has been designed effectively and it truly mitigates the associated risk + Documenting / defining test plans and test steps to effectively assess the design and operation of controls + Requesting and reviewing evidence to gain assurance that controls are effectively embedded and operating + Executing and documenting test papers and conclusion of controls + Defining remediation plans for ineffective controls and following up to validate the remediation plans have been effectively implemented / actioned to address the risk + Delivering within defined timelines in a fast-paced environment. + Multi-tasking / working across different activities simultaneously. + Able to provide examples of non-ITGC (IT General Control) audits/reviews/testing that they have recently conducted **Education and Experience Preferred:** + Master's degree in Information Technology, Computer Science, Cybersecurity, Law, Business Administration, or related field + Active CISA (Certified Information Systems Auditor), CAP (Certified Authorization Professional), CISSP (Certified Information Systems Security Professional), CISM (Certified Information Security Manager), or CRISC (Certified in Risk and Information Systems Control) certification or Cybersecurity domain-related industry-recognized certification + Working knowledge of the current version of the NIST SP800-53 and 800-53a Controls, or other recognized control frameworks, such as COBIT (Control Objectives for Information and Related Technology) or ISO + Knowledge of organization's risk tolerance and/or risk management approach + Working knowledge of project management methodology + Strong and proven knowledge of security technologies and architecture, including encryption, cloud network security design, role-based access control, perimeter security and application security + Knowledge of Cybersecurity threats and emerging security issues + Experienced in conducting security control testing of systems + IT Audit experience \#LI-JB3 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $150,800.00 - $251,300.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Bridgeport, Connecticut, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Responsible for the management of a team of at least three Business Bankers, with a combined loan portfolio of at least $50MM, in meeting assigned goals including loan volume production, cross sale of other bank products, control of delinquencies on existing loan portfolio and maintenance, retention, and increase of relationships with existing and new Business Banking customers. Primary Responsibilities: Knowledge of and adherence to Bank's Credit Policy, and use of lending authority, accordingly. Provide direction to team members in: Development of new banking relationships Servicing of existing client base Achievement of assigned goals Coordination with branch partners in maximizing sales efforts and cross sales Networking with centers of influence and other referral sources Negotiating with underwriters and clients to maximize revenue and minimize risk Utilization of prescribed selling techniques to maximize sales opportunities Achieve sales goals equaling the sum of personal and team members' goals with minimum expectations as follows: Revenue goal of $750M or greater Loan production goal of $20MM or greater Deposit balance production of $3MM or greater Oversight of team's relationship managed clients, with the expectation of no more than 10 clients handled personally Participation in civic and cultural organizations and programs. Maintenance and creation of relationships with COIs, and other referral sources. Assists Regional Business Banking Manager with development of department strategy, and budget planning and management. Scope of Responsibilities: Responsible for interacting with loan analysts, underwriters and customers on lender's behalf to facilitate loan production. Provision of support and problem solving for lenders on loan structuring on complex credits; joint sales calls. Coordination of efforts of lenders and branch managers via communication with Area Sales managers to achieve mutual market goals. Keep current with customer demand for deposit products, information reporting systems, investment methods, etc. Supervisory/ Managerial Responsibilities: Responsible for the management of a team of at least three Business Bankers. Responsible for personnel management, recruitment and training, including exercise of usual management authority with respect to staffing, performance appraisals, promotions, salary recommendations, and terminations. Education and Experience Required: MBA preferred; Bachelors degree or 3-5 years of relevant work experience required 7+ years in commercial lending experience Knowledge of software utilized within the department, specific familiarity with Word, Excel. Ability to read and analyze financial statements and tax returns; familiarity with technical terminology of accounting field. Excellent credit skills. Excellent understanding of product specialties available to Business Banking customers and the ability to identify sales opportunities within the product sets. Self motivated, well organized Excellent verbal and written communication skills with the ability to interact with all levels of bank personnel as well as clients and potential customers. Thorough knowledge of bank's policies, products and services. Ability to work under critical time constraints. Ability to function professionally at many different levels (client, management, peers). Attendance at functions outside of normal working hours. May involve substantial travel. Education and Experience Preferred: 3-5 years in Supervisory or branch management experience preferred . #LI-WR1 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $150,800.00 - $251,300.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBridgeport, Connecticut, United States of America

THIS ROLE WILL BE HYBRID (3 DAYS/WEEK) OUT OF: BUFFALO NY, BRIDGEPORT CT, or WILMINGTON DE. MUST BE WITHIN A COMMUTABLE DISTANCE OR WILLING TO RELOCATE. * Participates in all phases of the audits across their assigned projects. Assists in completion of annual risk assessments, continuous auditing, and remediation plan validations as assigned, under supervision of a Lead Auditor or Manager. Primary Responsibilities: * Participate in audits by executing assigned tasks in accordance with the Division's methodology and professional standards. Complete work within the established timeframes with guidance by a Lead Auditor or Manager. * As part of audit execution, conduct effective walkthroughs, accurately identify risks and controls within the process, design and execute effective testing approach with guidance by a Lead Auditor or Manager. * Conduct effective root cause analysis of identified findings with guidance by a Lead Auditor or Manager. * Actively participate in meetings with business management and provide updates on their respective areas of testing. * Participate in other assurance activities (including continuous auditing, product delivery assessments, validation procedures, investigations, and retrospective reviews) under the supervision of a Lead Auditor or Manager, utilizing modernized assurance methodologies, tools, and approaches and in accordance with the Division's methodology. * Document the work, including findings, in clear and concise fashion in accordance with the Division's methodology. * Embrace innovative change. * Understand how to effectively incorporate data analytics. * Actively seek out knowledge in the areas of assigned audit activities. * Embrace the culture of engagement and belonging . * Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. * Promote an environment that supports belonging and reflects the M&T Bank brand. * Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. * Complete other related duties as assigned. Scope of Responsibilities: * This individual is responsible for executing and documenting assigned assurance activities to support the delivery of audit reports that are in conformance with professional auditing standards. They report to an Audit (Senior) Manager. Supervisory/Managerial Responsibilities: * Not Applicable Education and Experience Required: * Bachelor's degree and a minimum of 2 years' work experience or successful completion of the MDP (Management Trainee program), or in lieu of degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' work experience or successful completion of the MDP (Management Trainee program) * Proven analytical skills * Proven critical thinking skills * Effective verbal and written communication skills * Willingness to challenge the status quo and defend conclusions when challenged Education and Experience Preferred: * Bachelor's degree in Accounting, Business, Finance, Technology, Cybersecurity, Mathematics, Statistics, or other related technical field * MBA or Master's degree in an appropriate field * Related professional certifications * Financial services experience #LI-RS1 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location Buffalo, New York, United States of America

Translates most complex credit approvals and raw information into complete, accurate and legally enforceable contracts. Provides advice, guidance, and training to less experienced team members and recommends operational efficiencies to management. Leads team and serves as support for Business leaders and serve as a Subject Matter Expert Primary Responsibilities: Prepare legally binding documents for customer's execution for the most complex transactions with greatest risk to the organization. Maintain a sound understanding of the laws and regulations for each type of equipment finance asset and location to make sure MTCLC (M&T Capital Leasing Corporation) has a first lien. Analyze and make recommendations to deviate from policy for specific situations to be able to close on a transaction with a customer. Work with sales, credit, and customers to ensure all legal documents are created properly, executed accordingly and any needed items are obtained for the loan or lease to be perfected. Work with Legal on customer documentation negotiations and incorporate their changes in documents that have been approved and deemed acceptable by MTCLC. Contribute to the team success by implementing solutions to problems on behalf of the manager, lead team discussions, build procedures with their manager's input and learn and share relevant information with others in the MTCLC organization to achieve individual and team goals. Represent that MTCLC has a first lien and recommend release of funds for the transaction. Review and run pricing at closing to comply with credit approval and MTCLC policy. Create wires or check requests as applicable to release funds specific to the transaction. Approve outgoing wires of others in the department within assigned authority. Work on most complex transactions to ensure credit approval conditions are met and appropriate documentation is received. Inform internal and external customers of any problems regarding processing of the transaction. Close most complex loans and leases, ensuring closing requirements are met, including in specialty areas such as aviation and marine. Obtain and review liens and lien searches. Obtain releases and subordinations from competing secured parties to obtain first lien. Maintain current knowledge of applicable state laws to process titles to obtain MTCLC's accordingly. Prepare and process interim funding for complex or unusual situations. Approve variances for pricing exceptions under certain circumstances. Work, primarily on the most complex tasks, utilizing expertise in purchasing non-Leasing paper and assignment documentation for third party originations to ensure MTCLC will be secured when buying the transaction. Remain current on relevant laws, regulations, and compliance issues to be able to interpret them as required for a specific transaction. Work with Sales in the sale of MTCLC transactions including, but not limited to, non-routine transactions to sell the deal that we are perfected on. Ensure complex transactions are properly booked in the appropriate system, input all informational requirements, and ensure files are documented adequately. Obtain countersigned documents by an authorized signatory at MTCLC and scan them into the system. Obtain any post-closing items allowed per MTCLC policy and/or approval. Ensure completion and documentation of all files for submission to Portfolio Audit. Participate in special assignments and projects. Lead, train and serve as mentor for advice and guidance to less experienced team members. Assist manager with a variety of daily activities including providing feedback on performance, monitoring workflow, and providing recommendations to improve operational efficiency. Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities: This position helps ensure accurate and enforceable loan and lease contracts. Errors made by the position could result in loss of first lien position, which puts the organization at risk. This position is critical in the day-to-day operation of the business. The position works directly with borrowers, third party vendors, and internal/external customers and counsel. This requires an excellent knowledge of the leasing business, tax rules, legal issues and accounting rules and insurance requirements applicable to leasing while navigating multiple computer systems to process transactions. The incumbent works with uncertainty, constantly changing legal, tax and accounting rules and must be able to make discretionary decisions based on knowledge, past experience, and within their delegated authority limits. Supervisory/Managerial Responsibilities: Not Applicable Education and Experience Required: Bachelor's degree and a minimum of 3 year's relevant experience, or in lieu of a degree, a combined minimum of 7 years' higher education and/or work experience, including a minimum of 3 years' relevant experience Strong verbal and written communication skills Strong analytical skills Strong math skills Strong organizational skills Detail-oriented Proficiency with personal computers as well as pertinent word processing, spreadsheet, and leasing specific software Specialized knowledge of loan and lease documentation Education and Experience Preferred: Minimum of 5 years' relevant experience Ability to convey complex information in a clear and concise manner Ability to evaluate equipment sales contracts, related documents, and data M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $91,100.00 - $151,800.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBridgeport, Connecticut, United States of America

Originate mortgage applications within low-to-moderate income neighborhoods and to low-to-moderate income borrowers. Participate in Community Reinvestment Act (CRA) related activities and functions within M&T community bank regions. Must adhere to the requirements of federal registration under the SAFE Act. **Primary Responsibilities:** + Works independently to cultivate new mortgage business. + Markets, services and promotes the bank's mortgage products. + May be required to travel to and work at prospective customers' homes or business locations. Follows-up on potential customers via travel or telephone. + Follows-up on potential customers via travel or telephone. + Market bank wide proprietary CRA products, e.g., Get Started, with Retail Bank Network as well as outside organizations such as real estate firms, housing agencies, etc. + Market agency related products (FHA, VA, etc.) to low-to-moderate income borrowers and in low-to-moderate income neighborhoods.Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data. + Independently assesses applicant's credit worthiness. + Has authority to issue pre-qualification statement of borrowers' eligibility. + Determines which products best meet the customer's needs and financial circumstances and advises potential borrowers regarding the advantages and disadvantages of different financial products and the most appropriate mortgage loan programs. + Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed.Negotiates terms and conditions of loans with mortgagors. + Has authority to bind the bank in connection therewith.Ensures lending compliance with all origination procedures including bank policies and procedures and regulatory requirements. + Advises management on effective compliance strategies and potential modifications to corporate operating policies where appropriate to ensure ongoing regulatory compliance. + Interact with various housing agencies and governmental entities focused on CRA initiatives. + Stay informed of industry regulations and governmental requirements as they relate to CRA housing needs.Meet with potential customers to ascertain financial needs as they may relate to CRA guidelines, first time homebuyer guidelines and mortgage opportunities that lie therein. + Represents the bank in the community and related functions to identify, develop and promote additional business. + May present seminars to general public and real estate agents to promote additional business and community outreach. **Scope of Responsibilities:** Facilitates the bank's need to meet its CRA responsibilities with the federal regulators and the citizens of the community bank regions. Relationships will forge with local housing agencies and groups which specialize in CRA outreach programs. The incumbent is required to travel extensively with limited supervision. The position requires extensive external contacts (potential and existing customers, Realtors, etc.) primarily on sales calls outside the office, as well as internal contacts (other Bank personnel). Will interact with individuals and teams internally and within the assigned community, developing new relationships and maintaining existing relationships. Responsible for establishing and maintaining federal registration requirements outlined in the SAFE Act. **Supervisory/ Managerial Responsibilities:** None. **Education and Experience Required:** Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 years higher education and/or relevant work experience, including a minimum of 2 years sales experience. \#LI-111 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $31.72 - $52.86 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Bridgeport, Connecticut, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

THIS ROLE WILL BE HYBRID 3 DAYS/WEEK OUT OF: BUFFALO NY, WILMINGTON DE, or BRIDGEPORT CT. MUST BE WITHIN LOCATION OR WILLING TO RELOCATE * Leads and executes audits across their assigned domain. Responsible for overseeing and executing annual risk assessments, continuous auditing, and remediation plan validations. Communicate audit progress and findings to Bank management and oversee Auditors (as applicable) on assigned audit activities. Primary Responsibilities: * Lead and execute audits of enterprise data management, data governance frameworks, data quality controls, and finance technology platforms (e.g., general ledger, sub-ledgers, reconciliation tools, reporting systems). * Assess data governance and data lifecycle controls, including data lineage, metadata management, master data management, and compliance with regulatory requirements (e.g., BCBS 239, GDPR, CCPA). * Evaluate finance technology controls, including system development lifecycle (SDLC), change management, access management, and automated controls within financial applications. * Perform risk-based assessments of data platforms (data lakes, warehouses, ETL processes) and finance technology solutions (ERP, reporting tools, cloud-based financial systems). * Incorporate data analytics and automation techniques to identify anomalies, validate data integrity, and enhance audit coverage. * Write clear, risk-focused audit findings that identify root causes and recommend actionable remediation steps. * Partner with stakeholders in Finance, Technology, Data Governance, and Risk Management to understand processes and emerging risks while maintaining independence. * Stay current on emerging risks in data governance, data privacy, cloud technology, and financial systems. * Coach and mentor team members, reviewing workpapers and ensuring adherence to internal audit methodology and professional standards. Scope of Responsibilities: * This position leads and executes assurance activities, maintains relationships, and communicates with Bank management, and oversees Auditors. The position ensures activities are in conformance with professional auditing standards. The jobholder reports to an Audit (Senior) Manager. Supervisory/Managerial Responsibilities: Education and Experience Required: * Bachelor's degree and a minimum of 5 years' relevant work experience, or in lieu of a degree, a combined minimum of 9 years' higher education and/or work experience, including a minimum of 5 years' relevant work experience * Minimum of 1 year's leadership experience * Experience with internal audit methodology * Solid understanding of internal control concepts * Experience evaluating adequacy of the controls * Strong leadership skills * Experience coaching and developing others * Proven analytical skills * Proven critical thinking skills * Excellent verbal and written communication skills * Experience presenting sensitive and complex findings to business management and influencing change * Proven ability to handle multiple projects at the same time Education and Experience Preferred: * Bachelor's degree in Accounting, Business, Finance, Technology, Cybersecurity, Mathematics, Statistics, or related technical field * MBA or Master's Degree in an appropriate field * Certifications: CISA, CIA, CPA, CDMP (Certified Data Management Professional), or equivalent. * Technical Skills: Proficiency in SQL, Python, or other data analytics tools; experience with visualization tools like Tableau or Power BI. * Domain Expertise: Strong understanding of data governance frameworks, data privacy regulations, and finance technology platforms (e.g., Oracle Financials, SAP, Workday). * Cloud Knowledge: Familiarity with cloud environments (AWS, Azure, GCP) and related security controls. * Regulatory Knowledge: Awareness of SOX, BCBS 239, GDPR, and other relevant regulations. * Soft Skills: Excellent communication, stakeholder management, and ability to translate technical risks into business impact. * Financial services industry experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $89,600.00 - $149,300.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location Buffalo, New York, United States of America

M&T Bank's Growth Marketing team is seeking a highly motivated and experienced senior manager to lead the Customer Engagement & Retention Marketing team. This role is responsible for leading strategies that deepen customer relationships, increase product adoption, and drive long-term loyalty. This position combines strategic leadership with hands-on execution, overseeing lifecycle marketing initiatives such as onboarding, engagement, lead management, cross-sell, and retention programs. The ideal candidate is data driven and customer centric, with a deep understanding of customer life cycle marketing, data drive personalization and omni channel marketing. The role requires collaboration across product, marketing, and channel teams. Primary Responsibilities: * Strategic Leadership: Define and lead enterprise-wide engagement and retention strategies aligned with business objectives and customer needs. * Team Development: Coach and develop team members; oversee prioritization of work and delivery of outcomes; build capabilities to meet evolving marketing needs. * Lifecycle Marketing: Design and implement programs for onboarding, activation, cross-sell, and retention across digital and offline channels. * Personalization & Segmentation: Use customer data and behavioral insights to create targeted campaigns that drive engagement and product adoption. * Campaign Execution: Oversee end-to-end execution of multi-channel campaigns (email, web, direct mail, digital media) ensuring timely delivery and compliance. * Performance Optimization: Establish KPIs, monitor results, and apply insights to continuously improve programs. * Cross-Functional Collaboration: Partner with Marketing, Product, Analytics, Digital, and Sales teams to align engagement strategies with enterprise goals. * Resource Management: Understand team capacity and throughput; collaborate with leadership on resource allocation. * Compliance & Risk Management: Ensure all campaigns adhere to regulatory standards and internal risk policies. * Thought Leadership: Stay current on industry best practices and emerging trends in customer engagement and loyalty marketing. * Quality Control: Provide oversight for customer-facing communications to ensure consistency, accuracy, and brand alignment. Managerial/Supervisory Responsibilities: Leads a team of individual contributors. Education and Experience Required: Bachelor's Degree 7 years of marketing experience (Or in Lieu of a degree, a combination of 11 years of higher education and relevant experience) 2 years managerial experience Proven experience in customer engagement, retention, or lifecycle marketing. Demonstrated ability to develop talent and manage team performance. Strong analytical skills and experience with data-driven decision-making. Ability to resolve escalated issues and complex problems independently. Senior-level technical expertise and independent judgment in area of responsibility. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. Location Buffalo, New York, United States of America

This position is responsible for collecting on delinquent mortgage loans by calling borrowers who are in early stages of default (60 or less days delinquent). Primary Responsibilities: Initiate contact with consumers in the earliest stages of default on their mortgage loans with M&T in an effort to collect past due payments, while maintaining compliance with all state and federal laws and regulations applicable to consumer collection activity. Collect consumer financial information, assess consumer's ability to repay their delinquency, identify appropriate solutions and arrange repayment plans as necessary. Handle inbound calls from various internal departments and consumers concerning all mortgage loan products in the early stages of delinquency. Communicate all applicable state-specific call compliance requirements on both inbound and outbound calls received/made. Identify suspect situations (e.g., fraud, lack of insurance) and investigate exposure, escalating issues to management along with recommendation of appropriate course of action. Identify and resolve problematic account situations where appropriate, referring more complex problems to the supervisor. Understand the workflow necessary for account maintenance/corrections. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities: Initiates direct contact with consumers. Education and Experience Required: A combined 2 years' higher education and/or relevant work experience. Ability to communicate effectively and professionally over the phone. Excellent communication and customer service skills. Proficiency with word processing and spreadsheet software. Education and Experience Preferred: Associate's degree. Collections experience. Knowledge of M&T systems. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.00 - $34.29 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBridgeport, Connecticut, United States of America

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Business Transformation Services (BTS) team sits within Morgan Stanley Wealth Management and aims to establish a consistent, scalable, and repeatable model to provide advisory and delivery support for programs within the Division as well as across the Firm. BTS supports initiatives with a focus on Strategic Program Delivery, Mergers/Divestitures/Integration, Organizational Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm leadership to drive initiatives to completion. Primary Responsibilities As a member of the Business Transformation Services (BTS) team, this individual will provide project management support for initiatives aligned to Merger and Integrations, Strategic Initiatives Delivery and/or Organizational Change & Readiness. The individual will collaborate with partners in the business, technology, and risk and control functions. This independent contributor will provide support, and work with project teams, to build out a project's governance, reporting and tracking, from initiation, to execution, and to scale. The candidate will be expected to think analytically, be detail oriented and client centric. Key responsibilities include: * Working with all functional disciplines impacted by the project to ensure 'end to end' planning is comprehensive and results in a project plan that will achieve stated goals of project * Conduct analysis on program dependencies, progress through the various phases to inform timelines, execution, and business strategy. * Ensure comprehensive documentation of requirements, assumptions, changes in scope etc. associated with project and establish an audit trail to demonstrate these activities have been addressed * Provide mechanisms to capture & monitor remediation of any potential risks. In addition, enable appropriate escalation of any item that may impact timely delivery or cause a change to the agreed scope of project * Ensure effective communication and reporting to functional teams, manager, and stakeholders * Support key program leads and resources in executing key deliverables * Independently identify opportunities to drive project/ programs forward Qualifications: * BS/BA degree required * A minimum of 2-4 years of professional experience in project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management * Ability to quickly turn around high-quality work in a fast-paced environment * Ability to drive delivery/execution of a wide range of tasks and initiatives independently * Ability to lead and influence cross-functional teams to meet delivery timelines * Ability to highlight key risks and issues that may impact the project/ program health, and manage the risk to closure * Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately * Strong presentation skills, including ability to synthesize large amounts of data and information to create polished PowerPoint presentations for various levels of management * Independent self-starter who can manage multiple activities to aggressive deadlines * Eagerness to learn the business and understand detailed requirements * Organizational skills and ability to organize information in a meaningful way * Experience managing one or various workstreams * High attention to detail; follows through to ensure accuracy of materials * Skilled in Microsoft Excel, PowerPoint, Word, Project, Visio, and SharePoint This role will be filled in one of the below locations: * Dallas, TX * Westchester, NY WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $80,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner. Primary Responsibilities: Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer's identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions. Explain the high-level criteria used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank's sales process and provide simplified, customer-focused advice and guidance. Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships. Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs. Introduce appropriate banking partner when servicing needs present an opportunity for a product solution. Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities. Identify and escalate cases of suspected fraud. Resolve and accurately log all customer complaints in the appropriate system. Review, approve and help resolve Consumer and Business Banking customer overdrafts. Accurately complete customer transactions. Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned. Scope of Responsibilities: The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. The position is a key driver of sales and the customer experience within the branch. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company's culture and brand. In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing and processing of transactions. Managerial/Supervisory Responsibilities: Not Applicable Education and Experience Required: High school diploma or equivalent (GED) and a minimum of 1 year's proven retail sales, call center, customer service, or telesales experience Strong verbal communication skills Strong interpersonal skills Ability to interact with varying customers (consumer to small business) Ability to effectively handle difficult customer conversations Well-organized Proven time management skills Proven prioritization skills Ability to work under critical time constraints in a team environment Proficiency with internet user-level technology Education and Experience Preferred: Bilingual based on branch needs Proven referral and/or sales ability Physical Requirements: Ability to stand for long periods of time Prolonged use of hands and fingers Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs. Ability to read fine print Ability to interact with customers in an open face-to-face work environment M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.00 - $34.29 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationStratford, Connecticut, United States of America

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **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** Thornwood,NY $25.00 - $32.69 / hour