Compliance Program Advisor - Commercial Real Estate
PNC Financial Services Group, Inc. job in Dallas, TX
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Compliance Program Advisor within PNC's Commercial Real Estate organization, you will be based in Pittsburgh, PA, Overland Park, KS, Dallas, TX or Louisville, KY.
Key Responsibilities
* CDE Support
* Collect, analyze, and report data to ensure compliance with NMTC Program requirements.
* Prepare and maintain internal transaction reporting systems.
* Lead coordination of audit and tax return processes with internal and external stakeholders.
* Assist and coordinate application process.
* Transaction Support
* Support closing and unwind activities by coordinating with internal teams and external partners.
* Manage NMTC compliance lifecycle, including quarterly/annual reporting, certifications, and audits.
* Monitor NMTC investments and implement corrective actions to mitigate compliance risks.
* Assist with cash management processes, including transaction approvals and tracking.
* Support periodic portfolio review activities.
* Market and Program Research
* Stay current on NMTC regulations, program requirements, and industry trends to inform compliance strategies.
Qualifications
* 1-5 years of experience with NMTC program compliance
* Strong proficiency in Excel.
* Familiarity with tax credit structures and partnership accounting.
* Excellent analytical, organizational, and communication skills.
* Ability to manage multiple projects and deadlines with high attention to detail.
Preferred Skills
* Experience with commercial real estate or syndications.
* Knowledge of tax credit equity and debt financing structures.
* Proficiency with Microsoft 365 suite and automation tools.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Communicates effective compliance programs to identify and prevent illegal, unethical, or improper business practices. Coaches and mentors junior staff and raises issues to senior team members. Demonstrates ability to constructively challenge the status quo.
* Supports key business initiatives by analyzing and drawing conclusions from data to identify compliance risks. Provides resolutions to manage and mitigate the identified risks. If necessary, escalates identified risks to senior team members. Identifies compliance impact on matters such as marketing materials, sales programs, product development, documentation review and other business initiatives. Works cooperatively with the business, legal partners, audit and other risk disciplines across the organization.
* Assesses activity for existing and emerging risks. Evaluates the materiality of the risks identified and presents recommendations on necessary risk mitigation. Uses knowledge on current laws, rules, and other regulatory requirements and drafts or assesses Compliance Manuals, Front Office materials, policies and procedures to ensure alignment.
* Leads the compliance monitoring program and reviews activity to ensure it falls within established risk control limits. Helps to identify and define the compliance program objectives for assigned area, products/services, and applicable regulations. Communicates and socializes compliance program objectives to senior business partners. Independently challenges analyses and formulates insightful recommendations.
* Reviews compliance reports to identify deeper issues and common themes. Escalates issues through proper governance channels as needed, and recommends corrective action plans. Mentors and coaches junior staff on report analysis techniques as applicable. Updates and implements new/enhanced reports in order to ensure timely and effective compliance with regulatory requirements.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Compliance Reporting, Customer Risk, Decision Making, Regulatory Requirements, Risk Assessments, Risk Control, Strategic Objectives
Competencies
Anti-money Laundering/Sanctions Policies and Procedures, Audit And Compliance Function, Fraud Management, Internal Controls, Problem Solving
Work Experience
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Operations Production Support Specialist - Loan Servicing Management - Midland
PNC Financial Services Group, Inc. job in Dallas, TX
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Operations Production Support Specialist within PNC's Midland organization, you will be based in office within the PNC Midland footprint.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Leads a critical operational support service, process, capability or initiative within an operational unit and ensures performance and/or risk indicators are met.
* Establishes and monitors process performance measurements and business impact. Gathers and communicates performance statistics and reports to internal stakeholders and senior management.
* Promotes and monitors the production workflow and assists team members with escalated process issues. Independently identifies and resolves exceptions and serves as a point of escalation.
* Monitors effectiveness and efficiency of production and/or process. Determines and/or drives change and improvement efforts in production and/or processes.
* Ensures the business adheres to policies, procedures and regulatory standards. Independently resolves compliance issues and drives risk mitigation activities.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP)
Competencies
Accuracy and Attention to Detail, Consulting, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Operational Functions, Problem Solving, Process Management, Products and Services, Standard Operating Procedures
Work Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Senior Regional Manager, Schwab Wealth Advisory
Roanoke, TX job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.
What you are good at:
Motivating - As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.
Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.
Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP or CFA investment professionals.
Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met.
Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
CFP designation, CFA designation required (may consider 24 month condition of employment)
Bachelor's Degree required
Active and valid FINRA Series 7 license required
Active and valid FINRA 66 license required (may consider a 120-day COE)
Active and valid FINRA 9/10 required (may consider a 120-day COE)
Five plus years' experience in the financial services industry
Minimum of 2 years supervisory experience strongly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Client Relationship Specialist- Ultra High Net Worth
Roanoke, TX job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Our Ultra High Net Worth team is apart of the broader Investor Services Organization and is primarily responsible for advice and counsel to individuals and families with their wealth management financial needs, including retirement planning, education, investment management, estate and tax planning, active investing, managed banking, and lending needs.
As a Client Relationship Specialist (CRS)- Ultra High Net Worth, you will have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of the Wealth Services Schwab branches, under the guidance of your Client Relationship Manager, you will assist to help deliver an unparalleled client experience. You will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, Wealth Services Branches, and the company. Building strong, personal relationships with our clients is a key component of our business strategy.
Development and growth are at the core of this role. In this role, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
Although licensing (Series 7 and 63 licenses) are not a required qualification for the CRS role, it is highly preferred and will be recommended for the Ultra High Net Worth team. Schwab will support you to achieve the Series 7 and 63/66, licenses to support you in your grow with Schwab career path goals.
What you have
What you are good at:
Building strong, personal relationships with our clients is a key component of our business strategy.
Our Client Relationship Specialist will pursue this mission through:
Delivering unparalleled value, excellent service and providing a positive client experience
Required Qualifications:
Must have 2+ years of Client/Customer Service experience
Must have previous experience in Banking, Financial Services, Wealth Management, and or Securities industry
Highly Preffered qualifications:
Active and valid FINRA Series 7 and 63 licenses
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Ability to adapt to changes in the market and business
Strong written and oral communication skills in addition to attention to detail
Robust communication, influencing and client engagement skills
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Building and fostering good cross enterprise working relationships
Ability to manage multiple client situations, needs, and inquiries simultaneously, and prioritize accordingly
Demonstrated experience handling client concerns and issues with tact and diplomacy
Outstanding written and oral communication skills
Effective time management skills, with the ability to prioritize issues and invest time where appropriate
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Build and maintain good cross enterprise working relationships
In addition to the base salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Senior Financial Planner
Roanoke, TX job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
Our opportunity:
Deliver comprehensive financial plans for the most sophisticated and complex client situations. Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues. Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer. Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate.
Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning. Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings. Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere.
What you are good at:
As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan.
Planning
Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP professional on an ongoing basis.
Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan.
Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client's ongoing appropriateness for the recommended investment allocation solution.
Partnering
Proactively engage partners to create awareness around our most comprehensive financial planning abilities.
Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate.
Time management / organization / ability to utilize new technologies.
Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.
Ability to coordinate meetings and presentations with business partners and clients.
Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include:
Master's level or equivalent Financial Planning-related designation
CFP designation is required.
Active and valid FINRA Series 7 license required.
Active and valid FINRA Series 63/65 or 66 required
Bachelor's degree required.
Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience
Passion for financial planning to help clients manage their financial futures and build stronger relationships with clients.
Ability to articulate the value and importance of financial planning services.
Knowledge and ability to move clients through complete and complex financial planning cycle.
Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals.
Excellent communication skills and ability to effectively communicate complex topics to clients.
Strong client services skills and ability to anticipate and resolve problems on own initiative.
Embrace an entrepreneurial and self-starter mentality.
Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs.
Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.
Proven work ethic with a high level of integrity to build trust with our clients and internal partners.
Collaborative and relationship-focused work style with demonstrated success in a team-based environment.
Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Sr. Manager, Tax, Trust & Estate Specialist
Roanoke, TX job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab's advisory clients. This offering provides depth and value to Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client's sophisticated needs in Tax, Trust, and Estates that among other things could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention.
The Wealth Specialist will be the subject matter authority in all implications of a client's Tax, Trust and Estate needs.
What you have
As a Tax, Trust & Estate Specialist, you will:
Develop and handle strong relationships with Financial Consultants and Wealth Advisors.
Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues.
Uncover unstated needs from the clients to offer additional Schwab services where relevant
Present to large and small groups to share your expertise and the offering to key partners
Educate internal partners on your skills and ability to support their clients to drive referrals
Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services
We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change.
Bachelor's degree required
Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment)
5-10 years client facing experience
At least one of the following is strongly preferred; JD, LLM, CPA, CTFA, AEP
Previous experience as a Tax, Trust, and Estate attorney strongly preferred
Extensive experience advising high net worth clients
Shown experience in discovering unstated needs through diagnostic information gathering
Excellent presentation skills and demonstrated success in a collaborative environment
Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills
Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients
Ability to build strong internal relationships due to working closely with Branch Financial Consultants and Wealth Advisors within Schwab Wealth Advisory
Travel approximately 10% to 25%
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Associate - Modeling Analytics
Plano, TX job
JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job Responsibilities
* Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
* Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
* Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
* Create and present forecasts to senior management with a clear storyline and data support
* Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
* Be a self-motivated individual with the ability to work on multiple projects with limited guidance
* Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
* Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
* Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
* Minimum 3 years of related analytical experience.
* Strong knowledge of Python, SAS, SQL, and MS Office required.
* Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
* Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
* Advanced degree is preferred.
* Strong P&L knowledge and understanding of drivers of profitability.
* Knowledge of CCAR (Stress Testing) and CECL process
Auto-ApplySr. Manager, Wealth Advisor- Schwab Wealth Advisory
Roanoke, TX job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications:
CFP designation or CFA designation
Bachelor's degree
Active and valid FINRA Series 7 license
May be obtained with a 120-day condition of employment
Active and valid FINRA Series 66 license required
May be obtained with a 120-day condition of employment
Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
Preferred Qualifications:
Five or more years working directly with clients in the financial services industry highly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Investment Banking- United States - 2026 ReEntry Program
Dallas, TX job
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
Auto-ApplyCommercial Bank- Payment Sales- United States- 2026 ReEntry Program
Dallas, TX job
About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our
ReEntry Overview
page for further information regarding the Program.
Commercial Bank
The CB Treasury Sales team is responsible for contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
Auto-ApplyBusiness Systems Analyst Consultant
PNC Financial Services Group, Inc. job in Farmers Branch, TX
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Business Systems Analyst Consultant within PNC's Technology organization, you will be based in Pittsburgh, Dallas, Miamisburg, Jacksonville. This position is primarily based in a PNC location.
We are seeking a highly skilled Lead Business Systems Analyst with a strong understanding of Agile principles to lead the analysis, design, and implementation of complex business systems, bridging the gap between business needs and technical solutions. Experience with user story creation, backlog management, and the ability to facilitate collaboration within a cross-functional team, while leading the analysis and translation of business needs into technical requirements within an iterative development process.
Key Responsibilities:
* Requirements Gathering and Analysis
* Documentation
* Quality Assurance and Testing
* Stakeholder Management
Qualifications:
* Experience as a Business Systems Analyst with proven ability to lead complex projects.
* Strong understanding of business processes and ability to translate them into technical requirements.
* Expertise in system analysis methodologies, indicating data modeling, process mapping, and requirements gathering.
* Excellent communication and interpersonal skills to effectively collaborate with stakeholders at all levels
* Manual testing
Skills:
* Excellent Communication Skills
* Analytical
* Functional requirements gathering
* Agile
* Data Analysis
* SQL, MySQL
* Gap Analysis
* UI/API/DB knowledge of each component and how they interrelate
* Jira
* Scrum
* DevOps Tool: Jenkins, BitBucket
* Experience with data analysis
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Provides solutions for IT and business management on applying technology to business opportunities, planning and implementation of cross-functional applications.
* Participates in identifying, evaluating, and configuring systems that are cost effective and meet business requirements .
* Monitors client experiences and feedback on the use of business applications; Enhanced system productivity, as needed .
* Provides senior level consulting services to internal business groups on process improvement projects designed to improve their business results .
* Analyzes, defines and documents clients requirements, and revises existing systems logic challenges, as necessary .
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Application Development, Business Management, Customer Solutions, Design, Group Problem Solving, Process Improvements, Release Management, Software Solutions, User Experience (UX) Design
Competencies
Business Assessment, Business Process Modeling, IT Environment, IT Project Management, Requirements Analysis, Technical Writing/Documentation, Workflow Analysis
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
CBAP (Certified Business Analysis Professional) certification preferred.
Pay Transparency
Base Salary: $55,000.00 - $120,750.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 12/05/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Transactions Specialist I
Coppell, TX job
Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of an innovative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I within JPMorganChase, you will be responsible for processing transactions which can include moderately complex tasks. You will be expected to adhere to established procedures and guidelines, while maintaining production targets with accuracy. This position offers opportunities to develop skills in critical thinking and problem solving while working under limited direct supervision, in a high efficiency workplace.
Job responsibilities
Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency.
Respond to customer inquiries and requests, such as balance inquiries and account maintenance, providing a positive customer experience.
Utilize automation technologies to optimize transaction processing and account servicing.
Refer non-standard problems to supervisor or more senior role, adhering to the protocol for non-routine issues.
Maintain up-to-date knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows.
Required qualifications, capabilities, and skills
Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions.
Demonstrated ability to follow prescribed instructions and procedures, with minimal variance from guidelines and protocols.
Developing proficiency in automation technologies, with the ability to apply these to support and implement transaction optimization initiatives.
Developing proficiency in customer experience, with an understanding of how customers interact and perceive a brand or business throughout the entire customer journey.
Basic skills in using data analytics to spot transaction trends and improve processes, and in using digital tools for transactions.
High school diploma or GED required.
Physical requirements: sitting up to 95% of the time, standing up to 10% of the time, lifting up to 5% of the time and up to 50 pounds, walking up to 10% of the time.
Preferred qualifications, capabilities, and skills
Beginner-level ability to handle conflicts in transactions and use automation to make processes more efficient.
Basic experience collaborating with cross-functional teams to ensure accurate transaction reporting and suggest new ideas for improvement.
Work Schedule
Monday, Tuesday, Friday and Saturday - 5:00 am - 3:30 pm.
Auto-ApplyFraud Analytics and Innovation Lead Analyst
Plano, TX job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, 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
Senior Lead Software Engineer - Network Engineer
Plano, TX job
Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorgan Chase within the Corporate Sector of the Infrastructure Platforms team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
Develops secure and high-quality production code, and reviews and debugs code written by others
Drives decisions that influence the product design, application functionality, and technical operations and processes
Plan, design, deploy, and configure network solutions/fabrics for the Wide Area Network environment consisting of Cisco routers, switches, and other network devices.
Provide technical expertise and problem-solving methodologies to the project to modernize the Enterprise WAN. Ensure network designs adhere to industry best practices and security standards.
Manage lifecycle of network infrastructure, including deployment packages, as-built documentation, and performance optimization strategies.
Troubleshoot and resolve complex network issues, considering upstream/downstream dependencies and advising on mitigation actions.
Ensure compliance with shared responsibility models, including physical infrastructure, connectivity, and facility-level standards (SOC 2, ISO 27001)
Support integration with compute, storage, and appliance services, including provisioning white space and configuring baseline device settings.
Design and implement Transport (circuit) capacity upgrades and performance enhancements, involving hands-on configuration changes and testing
Required qualifications, capabilities, and skills
Formal training and certification on software engineering concepts and 5+ years applied experience. In addition, 2+ years of experience leading technologists to manage and solve complex technical items within your domain of expertise
Hands on experience in Network Engineering and formal training or certification on technical and network design concepts (CCIE,CCNP etc.)
Knowledge of one or more areas of SW Engineering/infrastructure engineering such as hardware, networking terminology, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, or performance assessments
Exceptional skills in Networking Technologies- Experience configuring and troubleshooting routing and switching protocols (BGP, Multi-protocol BGP, OSPF, VXLAN, MPLS, RSVP-TE, IS-IS), working knowledge of network protocols (TCP/UDP, DHCP, DNS, LB, FWL, Proxy) and experience with IPv4 and IPv6
Deep knowledge multiple infrastructure technologies and scripting languages (e.g., Python, JavaScript, yaml, Json, Bash, etc.)
Knowledge of on-premises and remote Data Center technologies and operations
Strong experience in several OS and Hypervisor platforms (Hyper-V, ESXi, KVM, VMWARE, Open Shift)
Deep technical knowledge of Hardware Platforms Cisco ASR Class Routers and Arista
Experience in infrastructure engineering automation, optimization and observability
Experience in deploying and using telemetry tools to improve visibility in service offerings
Solid understanding of public cloud technologies, for AWS / Azure on Kubernetes, Terraform
Knowledge of network segmentation, firewall architectures, and compliance models
Preferred qualifications, capabilities, and skills
Experience in CI/CD and tools like Ansible, Terraform, Puppet for automating configuration management and deployment processes
Working knowledge of 40/100/400G Ethernet and CWDM, DWDM and optical transport network technologies
Understanding of different Optics and internals of a switch ASIC
Working knowledge of physical infrastructure design including structured cabling and fiber-optic cabling
Understanding of network hardware platforms and their specifications in the datacenter space
Ability to tackle design and functionality problems independently with little to no oversight
Auto-ApplyMerchant Services Business Development
Plano, TX job
Join our team and play a key role in expanding our merchant services business at JP Morgan. If you are passionate about helping entities succeed and thrive in a fast-paced environment, we would love to hear from you.
As a Business Development Manager in Merchant Services, you will be responsible for driving growth and expansion of our merchant services offerings by identifying new business opportunities, building strong relationships, and delivering tailored solutions that meet their unique merchant service needs.
Key Responsibilities:
Identify and Develop Opportunities
Working closely with the Commercial Banking coverage team, you will proactively identify and pursue new business opportunities within a defined territory
Develop and maintain a robust pipeline of prospective clients
Develop and implement effective sales strategies tailored to each sector to achieve assigned revenue targets. Collaborate with cross-functional teams to ensure seamless delivery of services and solutions.
Develop and maintain strong collaborative relationships with Treasury Services (TS) and banking partners to enhance the delivery of comprehensive merchant services solutions; leverage these partnerships to identify joint business opportunities, streamline service offerings, and ensure a cohesive approach to meeting client needs
Stay informed about industry trends, regulatory changes, and emerging technologies in payment processing for the government sector; use this knowledge to build business development strategies and identify areas for growth
Prepare and present compelling proposals, RFP's and presentations to clients.
Clearly articulate the value proposition of our merchant services solutions
Work closely with internal teams, including product development, marketing, and customer support, to ensure client satisfaction and successful implementation of services
Track and report on key performance indicators (KPIs) related to business development activities in the government sector
Use data-driven insights to refine strategies and improve outcomes
Required Qualifications and Skills:
Bachelor's degree in Business, Finance, Public Administration, or equivalent work-related experience
Proven track record of success in business development and exceeding sales goals
Strong understanding of payment processing solutions and merchant services products
Excellent communication, negotiation, and presentation skills
Ability to build and maintain strong relationships and partnerships with internal and external partners
Strategic thinker with the ability to identify and capitalize on market opportunities
Self-motivated and results-oriented, with a strong drive to achieve and exceed assigned revenue targets
Auto-ApplyRegional Banker/Teller
PNC Bank job in Dallas, TX
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Regional Banker/Teller within PNC's Retail Branch Banking organization, you will be based in Dallas, TX at the East Dallas branch. Bilingual in Spanish required.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Manages the customer experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this and other opportunities on our team Watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties. Typically requires 1+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-ApplyPayments Business Transformations- Analytics Solutions Manager- Vice President
Plano, TX job
JobID: 210691331 JobSchedule: Full time JobShift: Day : Use your strategic skills to provide analytical solutions to the team. As an Analytics Solutions Manager on the Payments I&M - Instrumentation and Metrics Analytics team within Payments Transformation, you will analyze and exhibit domain expertise in data modeling, report development, data integration/transformation, and Business Intelligence industry best practices.
The Payments Instrumentation and Metrics team (with a focus on Merchant Services), works with top providers of payment, fraud management, and data security solutions, supporting transactions in over 130 currencies. The Payments I&M team, comprised of data scientists, design strategists, and business leaders, crafts data products that transform business operations. Be part of a team that impacts thousands of clients globally and promotes significant change within J.P. Morgan.
Job responsibilities
* Solve difficult, non-routine analysis problems, applying advanced analytical methods as needed.
* Conduct analysis that includes data gathering and requirements specification, processing, analysis, ongoing deliverables, and presentations.
* Develop and implement data analyses, data collection systems and other strategies that optimize statistical efficiency and quality.
* Brainstorm innovative ways to use our unique data to answer business problems.
* Extract and understand data to form an opinion on how to best help our clients and derive relevant insights.
* Deliver tactical and strategic product and market insights through analytics, reporting and visualization techniques.
* Develop visualizations to make your complex analyses accessible to a broad audience.
* Use advanced analytics to optimize customer experiences, improve revenue generation, uncover data insights, and drive other business outcomes.
* Organize and manage multiple projects with diverse cross-functional stakeholders at once.
* Spearhead exploration efforts of new business intelligence tools to assess their potential for future use and modeling within the Merchant Services Analytics group (i.e. ThoughtSpot).
* Manage an extensive book of work for BAU and project work. Collaborate and build lasting intelligent solutions. Extract data from various database platforms.
Required qualifications, capabilities and skills
* 7+ years of total experience within MIS, Business Intelligence, and/or Analytics roles;
* Extensive understanding of Merchant Services products, data, and business operations.
* Experience analyzing large data sets using programming languages such as Python, R, SQL and/or Spark
* Demonstrated knowledge of data warehousing concepts and exposure to one or more Business Intelligence toolsets and database platforms: , Tableau, Thoughtspot, Databricks, Oracle/SQL Server/Teradata, Cognos/BO, SAS/R
* Proven experience delivering timely, high quality, analysis from diverse, complex data sources.
* Ability to work autonomously while providing regular status updates and meeting objectives.
* Excellent communication, presentation, problem solving, and teamwork skills.
* Finance/Accounting environment experience
Auto-ApplyCredit Product Specialist (Public Finance)
PNC Financial Services Group, Inc. job in Dallas, TX
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Credit Product Specialist within PNC's Regional Credit Products Group organization, you will be based in Dallas or Houston, TX.
This position is primarily based in a location within PNC's footprint.
Public Finance experience is required.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Serves as a market level credit product expert. Structures and advises clients on various types of credit and credit-related transactions to meet clients needs while staying within the Bank's risk profile. Responsible for the entire execution of credit related products and all other credit products including but not limited to ACH, FX, EF and Derivatives. Manages the diligence/approval process and negotiate all legal documents and closing. Partners effectively with the Relationship Banking team to help identify and drive revenue through credit products.
* Directly responsible for managing a portfolio of borrowers and all portfolio management activities, including direct and on-going communication with the clients.
* Collaborates with RMs and other product partners (i.e. TM, FX, DCM) to assess credit needs generate ideas and deliver integrated solutions. Able to assess industry dynamics to advise on the best solutions. Participates in client and prospect calls in conjunction with the RMs.
* Responsible for structuring credit transactions within the Banks credit risk appetite. Leads internal white boarding and diligence sessions to assess viable solutions.
* Drives the internal credit approval process, loan documentation and closing.
* Responsible for the indirect management of a team of employees to handle all aspects of the credit process. Plays a key role in training, mentoring and developing junior talent.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Analytical Thinking, Commercial Real Estate, Competitive Advantages, Consumer Lending, Credit Risk Management, Data Analytics, Decision Making, Financial Operations, Portfolio Risk, Risk Appetite
Competencies
Client Relationship Management, Credit Analysis and Verification, Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Knowledge of Underwriting, Negotiating, Portfolio Management
Work Experience
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
CIB Marketing Analytics
Plano, TX job
JobID: 210679310 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$150,000.00 Are you passionate about transforming data into actionable insights that drive business growth? Join our dynamic team in CIB Marketing Analytics, where you'll be the digital marketing analytics expert supporting Payments, Global Banking, and Markets and Securities Services GTM activations and marketing initiatives.
Job Responsibilities:
* Dive deep into web analytics and user journey analysis on jpmorgan.com to understand customer behavior and optimize conversion paths.
* Map user journeys, analyze engagement metrics (bounce rate, time on site, scroll depth), and pinpoint opportunities for site and campaign improvement.
* Manage Adobe Analytics data pipelines to Databricks and utilize platforms like ContentSquare and 6sense for rich visitor-level insights.
* Build and maintain ThoughtSpot dashboards for executive stakeholders, and create custom metrics, segments, and dimensions in Adobe Analytics.
* Lead Claravine implementation to standardize campaign tracking across all business lines.
* Conduct thorough QA for new pages and campaigns, validating tracking codes, data layer implementations, and CTA naming conventions before launch.
* Analyze paid media performance across social, programmatic, search, and display channels.
* Deliver executive-ready reports, dashboards, and strategic recommendations to guide future marketing investments.
* Partner with web development teams across Global Banking, Markets and Securities Services, and Payments to define analytics requirements.
* Work cross-functionally with social media, paid media, content, and email marketing teams to deliver quarterly insights and recommendations to senior leadership.
Required qualifications, capabilities and skills-
* 3-5 years' experience with Adobe Analytics (workspace analysis, segments, calculated metrics, API integrations), SQL for data extraction and analysis, and dashboard creation using Tableau or similar visualization tools.
* Familiarity with marketing analytics platforms such as ContentSquare and ThoughtSpot, web debugging tools, and data engineering concepts (ETL, data quality management).
* Demonstrated ability to analyze digital marketing campaigns across paid social, programmatic, search, display, and email channels.
* Skilled in user journey mapping, conversion optimization, and website A/B testing.
* Proficient with key marketing metrics (CTR, CPL, CPC, CPM, ROAS, engagement, bounce rate, time on site) and marketing technology stacks (tag management, attribution tools, CDPs).
* Expert at translating complex data into clear, actionable insights for executive audiences.
* Strong presentation and reporting skills, with the ability to manage multiple projects simultaneously.
* Self-motivated, collaborative, growth-oriented, detail-focused, adaptable, and an excellent communicator.
* Experience with Content Square, Claravine, Python, cookie consent/privacy regulations (GDPR, CCPA), Databricks or Spark, and marketing automation platforms such as Marketo or Salesforce Marketing Cloud.
Preferred qualifications, capabilities and skills:
* Experience in financial services or B2B marketing is preferred.
Auto-ApplyPart Time Teller
PNC Bank job in Ennis, TX
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Part Time Teller within PNC's Ennis Branch, you will be based in Ennis, TX.
Bilingual Spanish - PreferredPNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to solve customer's problems.
Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this and other opportunities on our team Watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesAccuracy and Attention to Detail, Addressing Customer Needs, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork ExperienceRoles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for part-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee life insurance; 401(k) with PNC match, pension and stock purchase plans; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: parental leave; up to 11 paid holidays each year; 6 occasional absence days each year, unless otherwise required by law. Part-time employees will accrue vacation time based on hours worked (including overtime) in the current calendar year to be used after 90 days of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-Apply