Regions Bank jobs in Jacksonville, FL - 193 jobs

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. **Job Description:** At Regions, the Mortgage Loan Officer directs origination of residential mortgage loans from a borrower through a branch network. **Primary Responsibilities** + Completes mortgage applications for submission to the loan processing and underwriting departments + Evaluates loan requests, analyze financial data, and determines qualification of collateral and customer credit history + Maintains contact with loan customer, communicating progress of loan and obtaining any required documentation + Structures loan to comply with acceptable lending practices and Federal regulations + Establishes detailed marketing/business plan including names of potential and existing loan customers, realtors, builders, developers, etc and frequency of contact + Answers customer calls and walk- in customers to discuss various loan products and qualification information + Makes sales calls on potential or existing customers as established in Regions marketing plan to develop new business or retain existing business + Cross-sells other bank products and services + Reads surveys and appraisals, and takes necessary steps to correct encroachments and violations + May participate in networking through professional, business and community organizations and activities to promote and market loan products This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. This is a commission-based job. Associates in the role have historically earned total compensation averaging $20,000 - $100,000+ per year. Actual compensation will vary based on associate's location, performance, and production. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information. **Requirements** + High School Diploma or GED + One (1) year of mortgage lending experience with proven mortgage production + Abundant mortgage experience in developing external business via referral partners in the market including but not limited to realtors, builders, and financial planners **Preferences** + Bachelor's degree + Prior Mortgage Loan Officer experience **Skills and Competencies** + Good organizational skills + Knowledgeable of Mortgage products, systems, terminology, tax requirements, down payment assistance programs, etc. + Knowledgeable on agency and investor regulations and guidelines + Must be able to build and maintain internal and external relationships to deliver high levels of service + Must be able to multi-task competing priorities and meet tight deadlines + Proficient in Microsoft Office products + Sales acumen + Strong written and verbal communication skills + **Positions may be available in other cities within Florida** **Preferred** **:** + **Mortgage Loan Officers with a minimum of 1M per month average proven production volume** + **Current mortgage origination experience** **Position Type** Full time **Incentive Pay Plans:** This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. **Position Type** Full time **Benefits Information** Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. + Paid Vacation/Sick Time + 401K with Company Match + Medical, Dental and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* **Location Details** Downtown Tampa **Location:** Tampa, Florida Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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: 210699269 JobSchedule: Full time JobShift: : Join our fun, high-energy team as a Centralized Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Centralized Community Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results. Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan. You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase. Job Responsibilities * Convert inbound and outbound leads into mortgage loan applications * Source all business and logging all contacts with prospects * Use consultative selling of Purchases Loans in a call center environment * Recommend optimum product/rate program combinations to prospects * Ensure compliance with applicable statues and procedures * Provide feedback on lead quality * Meet required sales performance for pre-established goal volume Required qualifications, capabilities and skills * Ability to read, write and speak Spanish fluently. * Proficient with Microsoft Applications (Word, Excel and PowerPoint) * Self-motivated and detail oriented * Excellent oral and written communication skills * Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner * Demonstrated ability in providing superior customer service and consultative selling Preferred qualifications, capabilities, and skills * FHA/VA sales experience * Call Center experience * Marketing, promoting, relationship building, and consulting skills * Experience in the Financial Services, Mortgage, Auto, Medical or Education industries

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Position Summary: This job is responsible for driving disciplined execution of internal controls and operational excellence within Core Technology Infrastructure's (CTI) process governance function. This position will be responsible for leading the governance function within CTI Process Management, with a specific focus on overseeing changes to the Single Process Inventory (SPI) and ensuring alignment with Enterprise Process Management (EPM) and Global Compliance and Operational Risk Management (GCOR) policies, standards, and applicable regulatory requirements. Responsibilities: Lead governance routines for SPI changes, ensuring compliance with EPM and GCOR Management policies and standards. Drive internal control discipline across CTI Process Management, promoting operational excellence. Partner with infrastructure operations teams to embed governance into technical domains and process execution. Conducts and coordinates quality assurance reviews and escalate risks or control gaps. Maintain documentation and reporting to support audit readiness and regulatory compliance. Serve as a subject matter expert in governance, risk management, and infrastructure operations. Required Qualifications: 3+ years of experience in the Audit, Compliance, or Risk function of a large financial services company, multi-national company, public accounting firm, or with a regulatory agency with strong track record of success and demonstrated progression in complexity of assignments. Strong knowledge of the Single Process Inventory Strong communication skills, including the ability to communicate complex ideas in a clear and concise manner Individual with desire to learn and teach others, high energy, positive attitude and be a thought leader Excellent interpersonal, oral and written communication skills, ability to effectively challenge and influence and strong attention to detail and accuracy Exceptional analytical and critical thinking abilities; Able to develop and convey a point of view Able to explicitly and visibly manages risk and assess tradeoffs when making business recommendations Desired Qualifications: Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude. Able to thrive in a dynamic team environment Highly motivated self-starter with ability to prioritize work and complete assignments within time constraints and deadlines Communicate complex governance changes through clear documentation, visuals, and stakeholder-friendly presentations Foster collaboration across relationship engagement, change and delivery operations, and governance teams to ensure seamless change execution Strategic thinker with a bias for action and a passion for operational excellence 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. Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Skills: Controls Management Issue Management Monitoring, Surveillance, and Testing Quality Assurance Risk Management Analytical Thinking Attention to Detail Critical Thinking Problem Solving Written Communications Decision Making Innovative Thinking Prioritization Recording/Organizing Information Research Shift: 1st shift (United States of America) Hours Per Week: 40

JobID: 210691552 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$150,000.00 Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact. As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence. The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution. Job responsibilities * Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance * Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels * Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights * Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions * Conduct market and competitor research to inform digital marketing strategies * Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations * Write and optimize SQL queries and stored procedures for data extraction and analysis * Develop and maintain interactive dashboards and reports using data visualization tools * Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities * Mentor and coach team members, support talent onboarding and development * Foster a culture of high performance and innovation Required qualifications, capabilities, and skills * Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics) * Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization * Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx * Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis * Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources * Solid understanding of IT processes, databases, and controls reporting * Strong analytical, problem-solving, and communication skills * Proficiency in web analytics platforms and SEO/SEM tools * Flexibility and adaptability to listen, defend, or change direction based on consensus * Superior judgment to mitigate risk and anticipate trends * Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines * Proven ability to collaborate effectively with stakeholders and cross-functional teams Preferred qualifications, capabilities, and skills * Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms * Proven ability to solve business problems using scientific analytics and translate data insights into strategies * Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies * Experience with A/B testing platforms and tag management systems * Experience conducting market and competitor research to inform digital marketing strategies * Ability to communicate compelling stories from data, highlighting customer behaviors and trends * Lifelong learner with a growth mindset, actively sharing knowledge with the team * Excellent communication skills, able to collaborate with senior leaders to support decision-making

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the security resilience of the bank's applications to malicious hacking activity. This senior technical role is responsible performing and leading ethical hacking assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include leading and performing research, understanding the bank's security policies, working with appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. These individuals are expected to perform application security-oriented dynamic and static assessments across a multitude of technologies including web UI, web APIs, mobile and cloud, including associated source code. Key Responsibilities in order of importance: * Perform assigned analysis of internal and external threats on information systems and predict future threat behavior. * Incorporate threat actors' tactics, techniques, and procedures into offensive security testing to identify high-value vulnerabilities/chained attacks. * Developing Proof-of-concepts for exploitation. * Perform assessments of the security, effectiveness, and practicality of multiple technology systems. * Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. * Prepare and present detailed technical information for various media including documents, reports, and notifications. * Provide clear and practical advice regarding managing risks. * Learn and develop advanced technical and leadership skills, mentor Junior and Intermediate assessors in technical tradecraft and soft skills. * Respond to security incidents and provide technical assistance to leadership across the Information Security organization. Required Skills: * Minimum of 5+ years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment * Detailed technical knowledge in at least 5 of the following areas: * security engineering * application architecture * authentication and security protocols * application session management * applied cryptography * common communication protocols * mobile frameworks * single sign-on technologies * exploit automation platforms * Web APIs * Cloud environments * LLM security * Mobile application analysis * Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings * Experience performing manual web application assessments i.e., must be able to simulate a OWASP Top 10 vulnerabilities without the use of tools * Experience performing manual code reviews for security relevant issues * Experience working with DAST and SAST tools to identify vulnerabilities * Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) * Experience with vulnerability assessment tools and penetration testing techniques. * Solid programming/debugging skills, development frameworks, CVE and CWE research/reproduction * Threat Analysis, threat modelling and SBOM analysis * Innovative thinking, threat actor simulation * Technology Systems Assessment * Technical Documentation * Advisory Desired: * CEH, OSCP/OSCE/OSWE/GXPN/GPEN/GWAPT/GMOB/All Practitioner Certs [Port Swigger BSP Academy]/Cloud Cert(s)/ eWPT; eWPTX; eMAPT [INE Pentester Academy] * Strong programming/scripting skills * Frida * Binary analysis (disassembly skills) Skills: * Advisory * Innovative Thinking * Technical Documentation * Technology System Assessment * Threat Analysis * Adaptability * Collaboration * Scenario Planning and Analysis * Test Engineering * Written Communications * Attention to Detail * Information Systems Management * Issue Management * Presentation Skills * Prioritization This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift: 1st shift (United States of America) Hours Per Week: 40

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Senior Business Control Specialist supports the Client Asset Control Group (CACG) within Global Markets Operations, ensuring compliance with U.S. customer protection regulations across multiple broker-dealers. This role drives internal control discipline, regulatory adherence, and operational excellence through proactive oversight, issue remediation, and impactful change. Responsibilities: Manage and enhance controls to ensure compliance with client asset protection rules; maintain audit readiness. Assess the design and effectiveness of systems and controls through data analysis and root cause investigation, ensuring alignment with regulatory standards and driving continuous improvement. Collaborate with cross-functional teams to resolve issues and execute recommended control and/or technology enhancements. Administer third-party custodial account processes, including setup, maintenance, coding, reconciliation, and documentation. Proactively detect, document and escalate risks and incidents with urgency, ensuring timely and effective resolution. Act as a subject matter expert for audits, regulatory exams, incident remediation, and change initiatives; lead small to mid-sized projects. Leverage emerging technologies to improve processes and drive innovation. Required Qualifications: Intellectual Curiosity: Demonstrates a strong desire to learn and quickly understand complex concepts and regulatory frameworks. Control & Risk Management: Experience in designing, evaluating, and enhancing internal controls; ability to identify and remediate operational and regulatory risks. Analytical Rigor: Applies effective problem-solving skills with precision and attention to detail to ensure accuracy and completeness; proficient in data analysis and root cause investigation to support control effectiveness and issue resolution. Stakeholder Influence: Builds strong cross-functional partnerships and effectively navigates organizational dynamics to influence outcomes. Resolves differing perspectives constructively to achieve consensus and drive optimal solutions. Initiative & Ownership: Operates independently with strong time management and organizational skills; effectively balances multiple priorities. Communication Excellence: Delivers clear, concise messaging across all levels of the organization; skilled in presenting to senior audiences. Technology Proficiency: Skilled in Microsoft tools, including Excel, PowerPoint, CoPilot and Teams to support analysis, reporting, and collaboration. Comfort with emerging technologies and tools to drive innovation and efficiency. Audit & Exam Readiness: Experience supporting internal audits, regulatory exams, and incident investigations. Desired Qualifications: Regulatory Knowledge: Understanding of U.S. customer protection rules and broker dealer regulations (e.g., SEA 15c3-3, CFTC). Operational Expertise: Familiarity with broker dealer operations, such as account management, reconciliation processes, clearing and settlements, and financial regulatory reporting. Project Management: Ability to lead small to mid-sized initiatives, including remediation efforts, process improvements, and automation. Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions Excels in working among diverse viewpoints to determine the best path forward Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner Commitment to challenging the status quo and promoting positive change. Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world Skills: Process Design Program Management Project Management Reporting Strategy Planning and Development Issue Management Oral Communications Presentation Skills Prioritization Problem Solving Performance Management Process Performance Management Process Simplification Risk Management Workforce Planning Shift: 1st shift (United States of America) Hours Per Week: 40

J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders. Job Responsibilities: Monitor and analyze the progress of active account and book reviews, as well as staff productivity. Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues. Ensure the team fully understands their responsibilities to perform high-quality work and adapt to the changing regulatory environment. Comprehend system logic used in conducting risk-based reviews and further develop and refine rules based on prior findings. Review, draft, or update desktop procedures as needed, and effectively communicate changes to team members. Develop subject matter expertise in securities rules and regulations through knowledge acquisition, research, and training. Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts. Conduct Advisor book reviews to identify trends or patterns requiring further review that may impact multiple customers. Identify and escalate potential issues to appropriate parties for further action. Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action Forum. Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff. Required Qualifications, Capabilities, and Skills: Minimum of 5 years of experience in a principal capacity and 2 years of experience within the securities investment industry supervision, compliance, or risk capacity, in retail investments. Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies. Eagerness to engage directly with clients and advisors. Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53). appropriate State Life & Health Insurance license. Additional licensing requirements must be met within 120 days of hire. Competent knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices. Strong critical thinking, analytical research, and quantitative skills with the ability to provide clear, concise, and timely resolution to issues. Excellent written and verbal communication skills, including the ability to communicate with all levels of management. Exceptional time management, risk analysis, proven judgment, problem-resolution and decision-making skills. Ability to understand new investment products, Advisor/Banker compensation plans, and firm-wide policies and procedures to conduct reviews. Ability to build relationships across business functions to obtain necessary information for conducting reviews. Ability to travel 50% of the time. Preferred Qualifications, Capabilities, and Skills: Bachelor's Degree preferred. Experience as a Supervisory or Compliance professional preferred. Advanced knowledge of FINRA, MSRB, and SEC rules and regulations. Experience working alongside Advisors preferred. Bilingual Spanish FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Are you passionate about transforming data into actionable insights? We're looking for a Sr Quant Analyst to join our dynamic Home Lending Data & Analytics team, supporting Home Lending Relationship Value. In this high-impact role, you'll collaborate with business partners, leverage cutting-edge analytics tools, and help shape the future of home lending. As a Senior Quant Analytics Associate within the Home Lending Data and Analytics team, you will work on creating sustainable solutions and strategic analytics. You will be a strong communicator who is eager to learn and laser focused on adding value. Additionally, it would be ideal if you have an in- depth understanding of the mortgage industry. Job Responsibilities: Work closely with business partners to understand existing processes and challenges Provide insightful analytics for process improvement Translate business needs into data solutions for long-term objectives Evaluate data sources for data quality and discrepancies Perform data discovery work to manipulate and analyze complex, high-volume, high-dimensionality data from varying sources to help develop various types of data-driven Home Lending products/initiatives. Build processes to make joining datasets without unique keys possible Use advanced data discovery and data mining tools to reveal relationships and trends in the data that provide new insights into behaviors Provide actionable data in a digestible format to key stakeholders using Business Intelligence Dashboards for both recurring and ad hoc reporting Think critically about headwinds facing the business and explore opportunities for analytics Collaborate with team members to build out specific projects and to continuously teach and learn new technology and techniques Work independently with minimal supervision but high accountability Required qualifications, capabilities, and skills: Bachelor's degree in a quantitative or related field 3+ years of data and analytics experience using SQL Must have the ability to deliver high-quality results under tight deadlines Strong understanding of SQL and an ability identify data quality issues Experience working with SSMS, Hadoop, Teradata, Oracle, MS DBs and Snowflake Experience with reporting technologies like Tableau, SSRS, Alteryx, Toad, SQL Developer, and Power BI Aptitude for learning new theory and new technology Advising business and technology partners on data-driven opportunities to increase efficiency and improve customer experience Proactively interfacing with, and gathering information from, other areas of the business (Operations, Technology, Finance, Marketing) Critical thinker that will thrive in a fast-paced, competitive environment and will mesh well with a team that prides itself on attention to detail and results Preferred qualifications, capabilities, and skills: Functional industry experience in operations, marketing, credit/risk, technology, or finance Mortgage experience preferred Master's Degree in Analytics (or similar concentration)

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! : This job is responsible for providing analytical support in a Global Markets Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve. Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products. Responsibilities: Confirms loan documentation for accurate trade settlements Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups Manages post-trade management and logistics, settlement pricing, and closing coordination Analyzes and resolves highly complex operational problems Supports ad-hoc projects for new processes or industry initiatives Processes loans end-to-end with accurate data input into various credit and operating systems Skills: Attention to Detail Critical Thinking Data Collection and Entry Recording/Organizing Information Research Fraud Management Interpret Relevant Laws, Rules, and Regulations Problem Solving Quality Assurance Risk Management Adaptability Customer and Client Focus Prioritization Result Orientation Written Communications Line of Business Job Description Global Operations, Anti Money Laundering (AML) is responsible for completing Refresh Activities such as Know Your Customer (KYC) and Client Due Diligence (CDD) checks for all clients that do business with the Bank. Refresh Teams are responsible to collect and maintain client documents to ensure activities are executed in alignment with Laws, Rules, Regulation, and Bank Policies. Business Management team handles all support type requests for the organization. This role provides moderately complex research, and analytical support for the delivery of end-to-end support for AML Refresh Operations. The candidate will operate under general supervision and assist teammates while following established procedures. Key Responsibilities: Investigates root causes of production delays by engaging with AML Refresh Operations, Lines of Business (LOBs), Global Financial Crimes (GFC), and leadership Ensures accuracy of AML Refresh client portfolio data using internal (AWARE, Cesium, GDS) and external comparison tools (Tableau, Power BI) Performs research and conducts moderately complex analysis (automated and manual) of data provided or obtained thru manual research, in a range of formats (Excel, Power BI, tableau dashboards, etc.) Synthesizes findings and provides actionable insights to drive resolution and prevent recurrence of delays by identifying areas of potential procedural updates, thematic trends, and coaching opportunities to enhance AML Refresh program success Evaluates data and information relevant to metrics to support AML governance activities. Explores methods to enhance processes, further reduce risks, and improve AML Refresh process Escalates potential risks and exposures to manager in a timely manner Serves as an escalation point to answer inquiries from business controls, audit and Quality Assurance (QA) partners to support business continuity efforts within AML Refresh. Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions Identify, develop, and support tactics to engage and influence stakeholders to achieve desired outcomes and/or deliverables Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships Supports monitoring and testing of controls by evaluating data to identify issues and control improvements for remediation Required Skills: 24 months AML Refresh analyst experience required, with AML Refresh Team Lead experience preferred. Familiar with QA, risk management, project management and regulatory interpretation Strong executive presence and presentation skills with the ability to present key messages, effective recommendations, and information in a clear, concise, insightful, and influential way Ability to work in a team environment Adaptable to ad hoc changes in business focus Advanced Proficiency in Microsoft Excel (Power Query/XLookup) and MS Office Suite products Strong organizational skills with the ability to prioritize and manage multiple assignments Ability to meet tight deadlines while ensuring data accuracy and integrity Self-motivated and capable of working with minimal supervision Attention to detail, critical thinking, and problem-solving skills Strong customer and client focus with adaptability and results orientation Desired Skills: College degree (B.S./B.A.) or comparable work experience Experience working within a highly productive team in a fast-paced environment Strong analytical skills, with an investigative mindset and ability to use data to enhance efficiency and develop reporting to drive business insights Prior experience managing multiple projects and adjusting to changing deadlines Lean Sigma Six or Project Management certificates Shift: 1st shift (United States of America) Hours Per Week: 40

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Summary: This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. Responsibilities: * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights * Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products * Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape * Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners * Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies business trends based on economic and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights Required Qualifications: * Minimum 3 years SAS/SQL Coding knowledge and/or experience * Ability to manage multiple projects in a complex and rapidly-changing environment * Ability to work independently as well as part of a team * Demonstrate strong analytical skills * Previous risk/fraud analysis, strategy development, or related experience * Strong written and oral communication skills * Intellectually curious and willing to dive into complete issues\problems and solve Desired Qualifications: * 5+ years of risk analysis, strategy development, or related experience * 5+ years of SAS or SQL Coding experience * Prior experience in Authentication, Fraud, Debit Card or other related risk fields * Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) * Experience managing relationships and projects with external vendor partners Skills: * Analytical Thinking * Business Analytics * Data and Trend Analysis * Fraud Management * Problem Solving * Collaboration * Innovative Thinking * Monitoring, Surveillance, and Testing * Presentation Skills * Risk Management * Data Visualization * Interpret Relevant Laws, Rules, and Regulations * Issue Management * Oral Communications * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Summary: This job is responsible for managing a group of team leaders and employees who develop strategies and drive analytics to understand portfolio risk, increase profitability, and optimize operational performance. Key responsibilities include setting strategic priorities for the team, identifying trends, and leading efforts to maximize risk versus return for the business unit. Job expectations include using data and analytics to solve complex problems, coaching and developing employees, and partnering across technology, product, and risk leadership to drive performance. We are seeking a visionary Senior Fraud Strategy Leader to join our Fraud Strategic Enablement team within Client Protection at Bank of America. This role is pivotal in helping to shape the Bank's fraud prevention strategy and investment roadmap by building /leading the program to develop strategic insights into global fraud trends (particularly AI-driven). This role will be required to be able to develop structured, industry-level assessments of risks and solutions in line with what you would expect from top-tier strategy consultants or leading research firms like Gartner. In addition to driving this proactive strategic assessment, this leader will also have accountability for selecting and driving the evaluation and testing of promising industry fraud prevention and detection tools. This is a fantastic opportunity for an experienced, strategic leader to have a direct impact on the forward-looking fraud risk management strategy at one of the world's largest banks. This position demands a blend of strategic thinking, deep fraud expertise, and executive-level influence. Responsibilities: * Establishes department-wide strategies and oversees portfolio trend analysis, forecasting, and risk/control performance * Leads innovation by identifying and championing large scale initiatives that improve the risk management, profitability, and control oversight of risks for their business unit(s) * Identifies business trends based on economic and portfolio conditions and communicates findings to senior management * Coaches employees on best practices for structuring complex problems, performing analysis, and communicating the results and implications of their work * Builds and maintains strategic relationships with peers and counterparts across product, technology, and business control functions * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights * Leverage industry insights, news articles, vendor relationships, and hands-on research to developing an ongoing assessment of global fraud trends, emerging risks from AI, and how these will likely impact clients and the Bank. Create and share across the enterprise a structured framework around these risks using consulting-style frameworks and assessments. * Monitor Regulatory and Industry Developments: Stay ahead of evolving regulations, threats, and industry research, translating these into actionable strategies. * Analyzing vendor roadmaps and R&D pipelines to identify how their capabilities can proactively address evolving threats like synthetic identities, account takeover via deepfakes, or supply chain fraud in a post-quantum era. * Internally, lead knowledge-sharing programs such as executive workshops, fraud strategy forums, and innovation labs to disseminate cutting-edge insights across departments, fostering a culture of continuous learning and proactive risk awareness. * Lead the selection and evaluation of promising 3rd party solutions: * Use strategic assessment, industry intelligence, and hands on discussions and evaluations with vendors to develop a clear framework for evaluating existing vendor solutions and their applicability to emerging risks. Drive assessments and consensus on which solutions are worth further exploration and evaluation / pilots. Lead pilot programs for cutting-edge solutions while ensuring alignment with ethical AI practices and privacy standards. * Conducting comprehensive vendor due diligence and RFP (Request for Proposal) processes, evaluating offerings from leading fraud detection providers against criteria such as scalability, innovation potential, integration feasibility, and cost-effectiveness. * Lead Vendor Evaluations and Strategic Partnerships: Lead the assessment and selection of external vendors and technology partners to enhance the bank's fraud prevention capabilities, including * Facilitating proof-of-concept (POC) trials and pilot implementations to test vendor solutions in real-world scenarios, measuring performance against key metrics like false positive rates, detection accuracy, and adaptability to regulatory changes Required Qualifications: * 10+ years in fraud strategy, risk management, or related fields within financial services, consulting, or research environments. * Bachelor's degree in Business, Engineering, Finance, Computer Science, or a related field Desired Qualifications: * Master's degree (e.g., MBA) or equivalent professional certifications preferred. * Proven track record in executive-level strategy roles at a tier 1 consulting firm, or a major Financial Services institution. * Deep expertise in fraud trends, including cyber threats, insider risks, and emerging technologies. * Strong analytical skills with proficiency in data modeling, scenario planning, and strategic frameworks. * Executive Level Influence: Ability to collaborate internally and externally at the executive and expert-levels to develop new insights, socialize impacts, and build advocacy and awareness. * Ability to navigate ambiguity in a complex environment, balancing strategic vision with tactical execution. Skills: * Strategic Thought Leadership * Business Analytics * Data and Trend Analysis * Fraud Management * Problem Solving * Artificial intelligence / Machine Learning * Innovative Thinking * Statistical Design of Experiments and Solution Testing * Presentation Skills * Risk Management * Oral and Written Communications It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift: 1st shift (United States of America) Hours Per Week: 40

As the Proactive Outbound Manager (POM) is pivotal in advancing the lead generation organization. This role collaborates with the Decision Science team, sales management and cross functional teams to identify enhancements/opportunities that optimize lead generation, ultimately converting prospects into successful mortgage applications. The POM is responsible for developing business/project plans needed to execute strategies to deliver operational implementations. Additionally, the role provides strategic input on technology enhancements to further strengthen lead generation efforts, while overseeing all facets of the Proactive Outbound team. The Proactive Outbound Manager will also leads a dynamic team that plays a crucial role in the mission to evolve into a higher-quality, more stable mortgage business. By spearheading efforts to generate a steady stream of high-quality leads, the Proactive Outbound team significantly contributes to the success of our Home Lending Advisors. Through strategic outreach and engagement with customers across various lead sources and marketing campaigns, they ensure a consistent flow of potential clients, thereby enhancing our overall business performance and elevating customer satisfaction. Equally important, the Proactive Outbound Manager is tasked with fostering engagement among Lending Managers and Home Lending Advisors, driving the conversion of leads into applications. A critical area of responsibility is promoting lead generation within these groups. Ultimately, the incumbent is a key contributor to the overall success of the lead generation program, and their collaboration with the sales organization is vital to driving success. Job Responsibilities: Manage activities to leverage leads for sales growth while ensuring quality and compliance. Organize and strategize to achieve optimal results, anticipate challenges, analyze metrics, and identify trends to meet targets effectively. Build effective teams by recruiting quality employees, understanding individual strengths and weaknesses, and communicating a common goal and purpose. Encourage cooperation and integration of efforts. Empower Proactive Outbound agents through motivation, skill transfer and guidance via consistent coaching to drive results and achieve departmental goals. Foster continuous performance improvement and enhance competency development. Create focus during times of change and direct efforts toward value-added activities. Analyze connections and implications of the technology related to customer journey. Make informed decisions using sound, customer-oriented criteria. Establish goals, develop reporting systems, create training materials, design process flows, and managing telephony systems. Identify priorities considering goals, needs, and current events. Collaborate with the Decision Science team, sales management, Marketing team and the Transformation team (HLCC, apply flow, and emerging technology) to identify enhancements/opportunities that optimize lead generation driving incremental lead volume. Develop business/project plans to execute strategic initiatives in response to evolving business and economic trend, while leading cross-functional teams to ensure effective operational implementation. Demonstrate strong mortgage banking subject matter expertise to drive collaboration with Training, Project Management, and Technical Developers. Define business requirements leading to technical solutions, enabling new business initiatives. Demonstrate knowledge of Telephony/Call Center Management and associated System technology. Required Qualifications, Capabilities and Skills: Preferred College Graduate Preferred 5+ years of mortgage sales experience, including Managing Sales Teams. Experience working in outbound sales and/or call center environment. Expertise in mortgage banking processes and technology solutions Leadership: Ability to build, motivate, and coach effective teams; foster continuous performance improvement. Communication - excellent verbal and written skills; able to articulate goals, strategies and changes to diverse audiences.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing, monitoring, and documenting credit risk for a portfolio of clients. Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum. Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and risk strategies and coaching and leading team members. In Dealer Financial Svs, assigned as a market or industry level resource, the Credit Officer II is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions. The role also serves as Line/Credit approver in conjunction with Risk management based on credit approval grid and drives the internal credit approval process, loan documentation and closing. Involvement with monitoring activities/approvals is also part of the responsibilities. The Credit Officer II maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis of clients and prospects and their industries, design and execution of credit solutions, and the active management of asset quality. Client facing, the Credit Officer II collaborates with the Relationship Manager (RM), Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions and deliver the bank to clients and prospects. Responsibilities: * Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury * Exercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actions * Acts as a senior coverage team resource supporting ongoing credit matters and asset quality, maintaining adherence to the bank's risk appetite and risk strategies to mitigate losses while identifying opportunities to responsibly growing the loan portfolio * Leads new credit originations in coordination and collaboration with the coverage teams including Relationship Managers, Risk, Syndications, Treasury, and all other product partners * Negotiates and structures legal documentation related to loans and derivatives * Establishes appropriate internal risk ratings for clients and implements accurate adjustments throughout the client's credit life cycle * Trains, coaches, and mentors Credit Analysts and Associates * Serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and that the bank is in a position to expand the relationship. Interacts with clients and prospects to understand their financial goals and objectives, current and future financial performance, and their needs and desires for their banking relationship * Working closely with the client team, the role of the Credit Officer in the credit process is the guidance and oversight of underwriting, structuring, and documentation of credit requests on an assigned portfolio * Includes an evaluation of the financial standing of the client or prospect and the appropriateness of the existing or proposed credit structure, and suggestion of any changes to help optimize the relationship * Underwrite and structure complex credit transactions with minimal oversight * Some travel time with face-to-face interaction with our dealer clients * Involved in the negotiation and closing process for transactions in portfolio * Oversees the monitoring of their assigned portfolio to maintain credit quality, and to ensure timely recognition and management of any changes via the use of the bank's proprietary risk rating tool, and the review of various compliance, exception and past due reports Required Qualifications: * Minimum of 7 years commercial credit underwriting an analysis with a commercial bank or OEM captive finance organization. * Strong knowledge and comprehension of loan and collateral documentation * Ability to accurately analyze borrower's financial picture and deliver a comprehensive risk analysis to manager and risk officers * Confidence and ability to develop an independent viewpoint and present a business case to support conclusions * Excellent relationship management skills, experience working in a team environment, ability to help influence constituencies with diverse views towards consensus * Coaching and mentoring skills * Strong Microsoft Office Skills Desired Qualifications: * Minimum of 10 years commercial credit underwriting and analysis with a commercial bank or OEM captive finance organization in the auto retail space. Direct customer-facing experience in a goal-oriented environment. * Bachelor's degree in Finance or Accounting Skills: * Analytical Thinking * Credit and Risk Assessment * Financial Analysis * Loan Structuring * Underwriting * Attention to Detail * Business Acumen * Financial Forecasting and Modeling * Research Analysis * Written Communications * Business Development * Collaboration * Critical Thinking * Portfolio Analysis * Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40

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: **************************************************************************

Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **:** This job is responsible for providing analytical support in a Global Markets Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve. Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products. **Line of Business Job Description:** Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records. **Responsibilities:** + Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines + Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client. + Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements + Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all refresh requirements are met + Ensure all jurisdictional regulatory requirements related to KYC are adhered to + Support business with KYC related queries and requests + Participate in remediation, internal/external Audits (where applicable) + Maintains accuracy of client portfolio using internal and external comparison tools + Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling + Explores methods to enhance processes, further reduce risks, and boost client experience + Partners with colleagues on the trade and sales support teams, as well as external agents + Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting + Escalates potential risks and exposures to manager in a timely manner + Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions + Confirms loan documentation for accurate trade settlements + Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups + Manages post-trade management and logistics, settlement pricing, and closing coordination + Analyzes and resolves highly complex operational problems + Processes loans end-to-end with accurate data input into various credit and operating systems **Job Requirements:** + 2+ years of financial services experience + Excellent verbal and written communications skills + Documented experience performing in a process-oriented production environment that changes periodically + Familiar with MS Office Suite(Excel/Word/Outlook/Access) + Work in a team environment + Organize work, prioritize tasks and handle multiple assignments simultaneously + Successfully meet tight deadlines while ensuring data accuracy and integrity + Work and execute with minimal supervision or remote management **Skills:** + Attention to Detail + Critical Thinking + Data Collection and Entry + Recording/Organizing Information + Research + Fraud Management + Interpret Relevant Laws, Rules, and Regulations + Problem Solving + Quality Assurance + Risk Management + Adaptability + Customer and Client Focus + Prioritization + Result Orientation + Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

**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):** + 5622 Beach BlvdJACKSONVILLE, FL 32207 This position is posted at a Saturday location and will need to be able to work on Saturdays. **Posting End Date:** 22 Jan 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **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. **Req Number:** R-515526

Join our fun, high-energy team as a Centralized Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Centralized Community Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results. Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan. You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase. Job Responsibilities Convert inbound and outbound leads into mortgage loan applications Source all business and logging all contacts with prospects Use consultative selling of Purchases Loans in a call center environment Recommend optimum product/rate program combinations to prospects Ensure compliance with applicable statues and procedures Provide feedback on lead quality Meet required sales performance for pre-established goal volume Required qualifications, capabilities and skills Ability to read, write and speak Spanish fluently. Proficient with Microsoft Applications (Word, Excel and PowerPoint) Self-motivated and detail oriented Excellent oral and written communication skills Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner Demonstrated ability in providing superior customer service and consultative selling Preferred qualifications, capabilities, and skills FHA/VA sales experience Call Center experience Marketing, promoting, relationship building, and consulting skills Experience in the Financial Services, Mortgage, Auto, Medical or Education industries

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** + Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services + Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities + Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently + Provides guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise + Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call + Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance + Acts as a resource to associates with less experience This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information. **Requirements** + Bachelor's degree in business, finance, economics, accounting or related field + Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related **Skills and Competencies** + Ability to independently manage the largest client relationships + Advanced relationship management, business development and presentation skills + Advanced sales, negotiation, problem solving, and interpersonal skills + Anticipates client needs and is proactively provides solutions + Excellent verbal and written communication skills + Possess effective and proven sales experience + Strong initiative to be proactive and follow through on client requests **Position Type** Full time **Compensation Details** Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. **Job Range Target:** **_Minimum:_** $118,688.90 USD **_Median:_** $168,940.00 USD **Incentive Pay Plans:** This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan. **Benefits Information** Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. + Paid Vacation/Sick Time + 401K with Company Match + Medical, Dental and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* **Location Details** Jacksonville Florida Main **Location:** Jacksonville, Florida Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.