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The PNC Financial Services Group jobs in Jacksonville, FL - 201 jobs

  • Business Systems Analyst Consultant - SQL/Data Mapping/Oracle

    PNC Financial Services Group, Inc. 4.4company rating

    PNC Financial Services Group, Inc. job in Jacksonville, FL

    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 Software Engineer Sr. within PNC's Technology organization, you will be based in Pittsburgh, PA; Cleveland, OH; Dallas, TX ; Jacksonville, FL; or Miamisburg, OH. Key Responsibilities * Collaborate with Product and Compliance teams to define requirements for core banking features * Ensure all requirements explicitly address regulatory constraints * Identify and document non-functional requirements Technical Story Writing & Data Mapping * Write detailed User Stories with acceptance criteria that account for financial edge cases * Perform detailed Data Mapping between modern digital channels (Web/Mobile) and legacy Core Banking Systems System Analysis & Validation * Use SQL to query MySQL/Oracle databases to validate business logic and investigate production data discrepancies. * Analyze API specs to define integration contracts (Request/Response models). * Create sequence diagrams to visualize the flow of funds and data across microservices. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. 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 11/28/2025, 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; 9 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 pncthrive.com. 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.
    $55k-120.8k yearly 6d ago
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  • Lead Teller

    PNC Financial Services Group, Inc. 4.4company rating

    PNC Financial Services Group, Inc. job in Jacksonville, FL

    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 Lead Teller within PNC's Retail Branch organization, you will be based in Jacksonville, FL at the Regency Jacksonville branch. PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Coaches, mentors and leads tellers by example to deliver 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. * Coaches, mentors and leads tellers by example in identifying opportunities through meaningful conversations with customers, making appropriate referrals to branch staff. * Coaches, mentors and leads tellers by example in performing 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. * Coaches, mentors and leads tellers by example with clear communication skills, transaction handling and problem resolution processes. Assists the Branch Manager in performance management and new hire selection processes. * Coaches, mentors and leads tellers by example in adhering 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 Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Accuracy and Attention to Detail, Addressing Customer Needs, Coaching Others, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles 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. Education No Degree 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; 9 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 pncthrive.com. 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.
    $36k-41k yearly est. 18d ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    Jacksonville, FL job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $42k-72k yearly est. Auto-Apply 51d ago
  • Sales - Consumer Direct Home Lending Advisor - Jacksonville, FL

    Jpmorganchase 4.8company rating

    Jacksonville, FL job

    Join our collaborative team as a Consumer Direct Home Lending Advisor at Chase. In this call center-based role, you'll benefit from a competitive commission structure in addition to your base salary, rewarding your sales performance. As the trusted first point of contact for customers seeking mortgage solutions, you'll educate clients on home lending products, answer questions, and guide them through the loan process from application to closing. By balancing service and sales, you'll build strong relationships, identify customer needs, and connect clients to Chase's full range of financial products. You'll ensure all activities comply with regulatory requirements while delivering a seamless, customer-first experience. Supported by a dynamic team, you'll have the opportunity to grow your skills and advance your career Job Responsibilities Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling. CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system. Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process. Regulatory Compliance: Uphold all industry regulations and manage associated risks Client Retention: Provide exceptional post-application support to build long-term client relationships. Required Qualifications, Capabilities, and Skills Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software. Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines. Excellent oral and written communication skills. Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours. Preferred Qualifications, Capabilities, and Skills Bachelor's degree or equivalent experience in finance, business, or a related field. 2 years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products. Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase.
    $30k-58k yearly est. Auto-Apply 7d ago
  • Senior Associate Data Visualization

    Jpmorganchase 4.8company rating

    Jacksonville, FL job

    Home Lending Data & Analytics provides data-driven insights to support strategic and operational decisions across the Home Lending business. The team values collaboration, technical expertise, and a commitment to delivering high-quality analytical solutions. As a Data Visualization Senior Associate within the Consumer Community Banking, Home Lending Line of business, you will be responsible for designing and developing data visualizations and reports that support business objectives. You will work with a range of analytics tools and partner with stakeholders to deliver clear, actionable insights. Job Responsibilities : Develop, test, and produce analytical and operational reports using Snowflake, SQL, Tableau, Power BI, ThoughtSpot and similar tools. Transform complex data into visualizations that support decision-making and business strategy. Ensure all reporting adheres to technology architecture standards, risk management, security, and data management policies. Collaborate with business and technology teams to gather requirements and deliver effective solutions. Review reports independently and provide analytical recommendations. Contribute to the continuous improvement of reporting processes and visualization standards. Required qualifications, capabilities, and skills : Minimum 5 years of development experience with SQL and Snowflake. Minimum 5 years of experience designing dashboards with Power BI and Tableau. At least 1 year of experience with Alteryx for business intelligence. At least 2 years of project management experience. Experience with AWS (Athena, S3, Quicksight) and Databricks for data processing and analytics. Experience utilizing Large Language Models (LLMs) for data analysis and automation. Experience reviewing technical specifications and supporting compliance operations testing/production. Strong decision-making skills, with the ability to identify issues, propose solutions, and implement changes. Preferred qualifications, capabilities, and skills : Familiarity with SharePoint and JIRA. Knowledge of Home Lending business processes and regulatory requirements. Leadership experience, including guiding and mentoring team members. Strong written and verbal communication skills. Effective time management and prioritization abilities. Ability to work independently and collaboratively. Experience designing solutions that consider downstream impacts and can be reused across multiple clients.
    $61k-88k yearly est. Auto-Apply 5d ago
  • CTI Process Management - Governance Lead

    Bank of America 4.7company rating

    Jacksonville, FL 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! Position Summary: This job is responsible for driving disciplined execution of internal controls and operational excellence within Core Technology Infrastructure's (CTI) process governance function. This position will be responsible for leading the governance function within CTI Process Management, with a specific focus on overseeing changes to the Single Process Inventory (SPI) and ensuring alignment with Enterprise Process Management (EPM) and Global Compliance and Operational Risk Management (GCOR) policies, standards, and applicable regulatory requirements. Responsibilities: Lead governance routines for SPI changes, ensuring compliance with EPM and GCOR Management policies and standards. Drive internal control discipline across CTI Process Management, promoting operational excellence. Partner with infrastructure operations teams to embed governance into technical domains and process execution. Conducts and coordinates quality assurance reviews and escalate risks or control gaps. Maintain documentation and reporting to support audit readiness and regulatory compliance. Serve as a subject matter expert in governance, risk management, and infrastructure operations. Required Qualifications: 3+ years of experience in the Audit, Compliance, or Risk function of a large financial services company, multi-national company, public accounting firm, or with a regulatory agency with strong track record of success and demonstrated progression in complexity of assignments. Strong knowledge of the Single Process Inventory Strong communication skills, including the ability to communicate complex ideas in a clear and concise manner Individual with desire to learn and teach others, high energy, positive attitude and be a thought leader Excellent interpersonal, oral and written communication skills, ability to effectively challenge and influence and strong attention to detail and accuracy Exceptional analytical and critical thinking abilities; Able to develop and convey a point of view Able to explicitly and visibly manages risk and assess tradeoffs when making business recommendations Desired Qualifications: Professionalism, dependability, integrity and trustworthiness combined with a cooperative attitude. Able to thrive in a dynamic team environment Highly motivated self-starter with ability to prioritize work and complete assignments within time constraints and deadlines Communicate complex governance changes through clear documentation, visuals, and stakeholder-friendly presentations Foster collaboration across relationship engagement, change and delivery operations, and governance teams to ensure seamless change execution Strategic thinker with a bias for action and a passion for operational excellence Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Skills: Controls Management Issue Management Monitoring, Surveillance, and Testing Quality Assurance Risk Management Analytical Thinking Attention to Detail Critical Thinking Problem Solving Written Communications Decision Making Innovative Thinking Prioritization Recording/Organizing Information Research Shift: 1st shift (United States of America) Hours Per Week: 40
    $72k-101k yearly est. Auto-Apply 41d ago
  • J.P Morgan Wealth Management - Supervisory Manager - North Florida, Jacksonville , FL

    Jpmorganchase 4.8company rating

    Jacksonville, FL job

    J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders. Job Responsibilities: Monitor and analyze the progress of active account and book reviews, as well as staff productivity. Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues. Ensure the team fully understands their responsibilities to perform high-quality work and adapt to the changing regulatory environment. Comprehend system logic used in conducting risk-based reviews and further develop and refine rules based on prior findings. Review, draft, or update desktop procedures as needed, and effectively communicate changes to team members. Develop subject matter expertise in securities rules and regulations through knowledge acquisition, research, and training. Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts. Conduct Advisor book reviews to identify trends or patterns requiring further review that may impact multiple customers. Identify and escalate potential issues to appropriate parties for further action. Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action Forum. Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff. Required Qualifications, Capabilities, and Skills: Minimum of 5 years of experience in a principal capacity and 2 years of experience within the securities investment industry supervision, compliance, or risk capacity, in retail investments. Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies. Eagerness to engage directly with clients and advisors. Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53). appropriate State Life & Health Insurance license. Additional licensing requirements must be met within 120 days of hire. Competent knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices. Strong critical thinking, analytical research, and quantitative skills with the ability to provide clear, concise, and timely resolution to issues. Excellent written and verbal communication skills, including the ability to communicate with all levels of management. Exceptional time management, risk analysis, proven judgment, problem-resolution and decision-making skills. Ability to understand new investment products, Advisor/Banker compensation plans, and firm-wide policies and procedures to conduct reviews. Ability to build relationships across business functions to obtain necessary information for conducting reviews. Ability to travel 50% of the time. Preferred Qualifications, Capabilities, and Skills: Bachelor's Degree preferred. Experience as a Supervisory or Compliance professional preferred. Advanced knowledge of FINRA, MSRB, and SEC rules and regulations. Experience working alongside Advisors preferred. Bilingual Spanish FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $78k-104k yearly est. Auto-Apply 21d ago
  • Private Client Banker - SB New Build - Elevation Point - St Augustine, FL

    Jpmorganchase 4.8company rating

    Saint Augustine, FL job

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $56k-116k yearly est. Auto-Apply 7d ago
  • Manual Ethical Hacker

    Bank of America 4.7company rating

    Jacksonville, FL job

    Denver, Colorado;Seattle, Washington; Jacksonville, Florida; Charlotte, North Carolina; Jersey City, New Jersey; Boston, Massachusetts; Washington, District of Columbia; Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity. This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. Key Responsibilities in order of importance: + Perform assigned analysis of internal and external threats on information systems and predict future threat behavior + Incorporate threat actors' tactics, techniques, and procedures into offensive security testing + Perform assessments of the security, effectiveness, and practicality of multiple technology systems + Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. + Prepare and present detailed technical information for various media including documents, reports, and notifications + Provide clear and practical advice regarding managed risks + Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills Required Skills: + **Minimum of 4 years of** **professional** **pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment** + Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services + SQL injection/XSS attack without the use of tools + Experience performing manual code reviews for security relevant issues + Experience working with SAST tools to identify vulnerabilities + Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings + Experience performing manual web application assessments i.e., must be able to simulate a + Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) + Experience with vulnerability assessment tools and penetration testing techniques + Solid programming/debugging skills + Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map + Threat Analysis + Innovative Thinking + Technology Systems Assessment + Technical Documentation + Advisory Desired: + CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar + Strong programming/scripting skills + Mobile application analysis + Frida + Binary analysis (disassembly skills) **Skills:** + Advisory + Innovative Thinking + Technical Documentation + Technology System Assessment + Threat Analysis + Adaptability + Collaboration + Executive Presence + Scenario Planning and Analysis + Test Engineering + Controls Management + Information Systems Management + Issue Management + Mentoring + Presentation Skills This job will be open and accepting applications for a minimum of seven days from the date it was posted. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $83k-114k yearly est. 14d ago
  • Fraud Analytics and Innovation Lead Analyst

    Bank of America 4.7company rating

    Jacksonville, FL job

    Charlotte, North Carolina;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Tampa, Florida; Chicago, Illinois; Jacksonville, Florida; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************* **Job Description:** 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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $51k-86k yearly est. 60d+ ago
  • Global AML Operations - Ops Professional MKTS

    Bank of America 4.7company rating

    Jacksonville, FL 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! : This job is responsible for providing analytical support in a Global Markets Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve. Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products. Responsibilities: Confirms loan documentation for accurate trade settlements Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups Manages post-trade management and logistics, settlement pricing, and closing coordination Analyzes and resolves highly complex operational problems Supports ad-hoc projects for new processes or industry initiatives Processes loans end-to-end with accurate data input into various credit and operating systems Skills: Attention to Detail Critical Thinking Data Collection and Entry Recording/Organizing Information Research Fraud Management Interpret Relevant Laws, Rules, and Regulations Problem Solving Quality Assurance Risk Management Adaptability Customer and Client Focus Prioritization Result Orientation Written Communications Line of Business Job Description Global Operations, Anti Money Laundering (AML) is responsible for completing Refresh Activities such as Know Your Customer (KYC) and Client Due Diligence (CDD) checks for all clients that do business with the Bank. Refresh Teams are responsible to collect and maintain client documents to ensure activities are executed in alignment with Laws, Rules, Regulation, and Bank Policies. Business Management team handles all support type requests for the organization. This role provides moderately complex research, and analytical support for the delivery of end-to-end support for AML Refresh Operations. The candidate will operate under general supervision and assist teammates while following established procedures. Key Responsibilities: Investigates root causes of production delays by engaging with AML Refresh Operations, Lines of Business (LOBs), Global Financial Crimes (GFC), and leadership Ensures accuracy of AML Refresh client portfolio data using internal (AWARE, Cesium, GDS) and external comparison tools (Tableau, Power BI) Performs research and conducts moderately complex analysis (automated and manual) of data provided or obtained thru manual research, in a range of formats (Excel, Power BI, tableau dashboards, etc.) Synthesizes findings and provides actionable insights to drive resolution and prevent recurrence of delays by identifying areas of potential procedural updates, thematic trends, and coaching opportunities to enhance AML Refresh program success Evaluates data and information relevant to metrics to support AML governance activities. Explores methods to enhance processes, further reduce risks, and improve AML Refresh process Escalates potential risks and exposures to manager in a timely manner Serves as an escalation point to answer inquiries from business controls, audit and Quality Assurance (QA) partners to support business continuity efforts within AML Refresh. Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions Identify, develop, and support tactics to engage and influence stakeholders to achieve desired outcomes and/or deliverables Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships Supports monitoring and testing of controls by evaluating data to identify issues and control improvements for remediation Required Skills: 24 months AML Refresh analyst experience required, with AML Refresh Team Lead experience preferred. Familiar with QA, risk management, project management and regulatory interpretation Strong executive presence and presentation skills with the ability to present key messages, effective recommendations, and information in a clear, concise, insightful, and influential way Ability to work in a team environment Adaptable to ad hoc changes in business focus Advanced Proficiency in Microsoft Excel (Power Query/XLookup) and MS Office Suite products Strong organizational skills with the ability to prioritize and manage multiple assignments Ability to meet tight deadlines while ensuring data accuracy and integrity Self-motivated and capable of working with minimal supervision Attention to detail, critical thinking, and problem-solving skills Strong customer and client focus with adaptability and results orientation Desired Skills: College degree (B.S./B.A.) or comparable work experience Experience working within a highly productive team in a fast-paced environment Strong analytical skills, with an investigative mindset and ability to use data to enhance efficiency and develop reporting to drive business insights Prior experience managing multiple projects and adjusting to changing deadlines Lean Sigma Six or Project Management certificates Shift: 1st shift (United States of America) Hours Per Week: 40
    $58k-80k yearly est. Auto-Apply 20d ago
  • Credit Risk Strategy Analyst III - Consumer Vehicle Lending

    Bank of America 4.7company rating

    Jacksonville, FL job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for performing more complex analysis and modeling to minimize loss exposure and negative impacts to the customer experience. Key responsibilities include utilizing a variety of systems such as Excel, SAS, SQL, Tableau, and other relational data bases to provide analytical support on strategies, ensure goals are met, and propose policy and procedural changes within segmentation structures to produce optimal results. Job expectations include evaluating data to assess potential fraud risk and create mitigation strategies. Manage and perform strategic analyses to improve portfolio risk, profitability, origination and performance analysis, and operational performance for the Consumer Vehicle Lending channel, including Core and Flow channels. Responsibilities may include reviewing variances to projections or forecasts for credit losses and loan balance liquidation at the vintage level. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Responsibilities: Recommends ways to help the business achieve desired outcomes and make informed business decisions using data analysis outputs 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 Leads coordination of the production of product performance reports and updates for senior management Conducting analyses to develop underwriting/credit policies and strategies to optimize credit decisions and profitable growth while controlling credit risk Present ideas, recommendations and project results to senior leadership team and business partners Responsible for UCRA and Intake form development, includes writing requirements, reviewing system design specifications, approving test results and actively participating in the change process from start to end. Work with Technology and Operations to design and execute the strategy implementation Monitor strategy performance for enhancements, read test/control results, and identify opportunities to continuously optimize underwriting/credit criteria Responsible for documentation development, including writing system requirements Actively participating in design meetings and guiding credit strategy changes which may include being a part of negotiations for the FLOW channel. Support implementation, testing and training of Credit Strategy changes for Consumer Products. Participate and possibly provide data or analytical input for audits, credit review or government exams. Required Skills: 3+ Years in a Financial Business Setting, Risk Management or Risk/Marketing Analytics type functional role. Expertise in MS Office for excel and PowerPoint. Experience with a programming language preferably SAS, Python, SQL, Tableau Ability to develop quantitative output using appropriate tools (ex. SAS, FICO Analyzer, Knowledge Seeker) against numerous large data-sets for identifying and optimizing key business metrics of credit default risk, prepayment risk or collateral recovery risk with a proven ability to interpret results and communicate findings candidly and crisply to senior leadership. Ability to independently manage and defend quantitative analytics with sound documentation of assumptions, limitations, conclusions and recommendations. Ability to independently drive strategic improvements while adhering to and successfully navigating established governance routines. Ability to effectively analyze origination concentrations and trends, optimize profit of new application volume within expected risk tolerances, and proactively identify opportunities to support existing or new business strategies. Ability to translate analytics into well-written business requirements, complete a Universal Change Risk Assessment (UCRA), and usher that change through system implementation including UAT support and procedures development. Proactive with intellectual curiosity towards the business and data trends. Willing to take the next step or ability to predict the next step with little direction and oversight. Strong working knowledge of the process and tools used for development, validation, implementation and documentation of scoring toolkits Passionate self-starter who is highly motivated to help the organization achieve its goals and thrives in fast-paced and highly dynamic environment Must be decisive, a team-player, client focused, creative, strategic, and be a thoughtful risk-taker Excellent verbal and written communication skills, particularly technical writing and organizational skills A passion for learning and using data to derive trends, detect risks, and execute strategy projects Demonstrates a strong understanding of credit risk strategies, financial drivers, and credit operations with proven problem-solving skills Effective project management and organizational skills; ability to collaborate, manage, and expand relationships across the organization and with all levels of management Desired Skills: Bachelor's degree and/or Master's degree in a quantitative discipline is preferred. A solid working knowledge of statistical and/or financial analyses and the proven ability to apply that knowledge to business data and strategies. An understanding of general financial concepts (IRR, ROE, ROA, RAS, RANIM, RAM, etc.) and an understanding of credit/collateral based concepts such as FICO credit scores, LTV%, accept/reject, term, DTI/PTI. Logically solve problems in an expedient manner. Proven history of using good planning and process management skills, able to run several analytical projects independently at the same time and prioritize within given guidelines. Very strong written and verbal communication skills. Strong negotiation skills. Ability to manage across multiple functional areas as well the ability to influence others at all levels of the organization and external partners. Positive attitude towards change and ability to think out of the box to solve business questions. Skills: Business Analytics Business Intelligence Data Quality Management Fraud Management Monitoring, Surveillance, and Testing Collaboration Data Visualization Oral Communications Problem Solving Written Communications Analytical Thinking Critical Thinking Data and Trend Analysis Innovative Thinking Research Shift: 1st shift (United States of America) Hours Per Week: 40
    $67k-91k yearly est. Auto-Apply 14d ago
  • Proactive Outbound Manager- JAX, FL

    Jpmorganchase 4.8company rating

    Jacksonville, FL job

    As the Proactive Outbound Manager (POM) is pivotal in advancing the lead generation organization. This role collaborates with the Decision Science team, sales management and cross functional teams to identify enhancements/opportunities that optimize lead generation, ultimately converting prospects into successful mortgage applications. The POM is responsible for developing business/project plans needed to execute strategies to deliver operational implementations. Additionally, the role provides strategic input on technology enhancements to further strengthen lead generation efforts, while overseeing all facets of the Proactive Outbound team. The Proactive Outbound Manager will also leads a dynamic team that plays a crucial role in the mission to evolve into a higher-quality, more stable mortgage business. By spearheading efforts to generate a steady stream of high-quality leads, the Proactive Outbound team significantly contributes to the success of our Home Lending Advisors. Through strategic outreach and engagement with customers across various lead sources and marketing campaigns, they ensure a consistent flow of potential clients, thereby enhancing our overall business performance and elevating customer satisfaction. Equally important, the Proactive Outbound Manager is tasked with fostering engagement among Lending Managers and Home Lending Advisors, driving the conversion of leads into applications. A critical area of responsibility is promoting lead generation within these groups. Ultimately, the incumbent is a key contributor to the overall success of the lead generation program, and their collaboration with the sales organization is vital to driving success. Job Responsibilities: Manage activities to leverage leads for sales growth while ensuring quality and compliance. Organize and strategize to achieve optimal results, anticipate challenges, analyze metrics, and identify trends to meet targets effectively. Build effective teams by recruiting quality employees, understanding individual strengths and weaknesses, and communicating a common goal and purpose. Encourage cooperation and integration of efforts. Empower Proactive Outbound agents through motivation, skill transfer and guidance via consistent coaching to drive results and achieve departmental goals. Foster continuous performance improvement and enhance competency development. Create focus during times of change and direct efforts toward value-added activities. Analyze connections and implications of the technology related to customer journey. Make informed decisions using sound, customer-oriented criteria. Establish goals, develop reporting systems, create training materials, design process flows, and managing telephony systems. Identify priorities considering goals, needs, and current events. Collaborate with the Decision Science team, sales management, Marketing team and the Transformation team (HLCC, apply flow, and emerging technology) to identify enhancements/opportunities that optimize lead generation driving incremental lead volume. Develop business/project plans to execute strategic initiatives in response to evolving business and economic trend, while leading cross-functional teams to ensure effective operational implementation. Demonstrate strong mortgage banking subject matter expertise to drive collaboration with Training, Project Management, and Technical Developers. Define business requirements leading to technical solutions, enabling new business initiatives. Demonstrate knowledge of Telephony/Call Center Management and associated System technology. Required Qualifications, Capabilities and Skills: Preferred College Graduate Preferred 5+ years of mortgage sales experience, including Managing Sales Teams. Experience working in outbound sales and/or call center environment. Expertise in mortgage banking processes and technology solutions Leadership: Ability to build, motivate, and coach effective teams; foster continuous performance improvement. Communication - excellent verbal and written skills; able to articulate goals, strategies and changes to diverse audiences.
    $79k-116k yearly est. Auto-Apply 6d ago
  • Software Engineer Principal - JAVA/Spring/API/Oracle/

    PNC Financial Services Group, Inc. 4.4company rating

    PNC Financial Services Group, Inc. job in Jacksonville, FL

    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 Software Engineer Sr. within PNC's Technology organization, you will be based in Pittsburgh, PA; Cleveland, OH; Dallas, TX ; Jacksonville, FL or Miamisburg, OH. This position will support releases/incidents which are typically once per month * Prior leadership experience * Knowledge in Object oriented Analysis and Design. * Experience in designing, building, and maintaining high transaction, distributed Restful API's and Microservices. * Strong JAVA hands on experience - preferably the versions listed below * Excellent communication, collaboration and organizational skills * Strong working experience leveraging Agile methodologies (Scrum and Kanban) Preferred tech stack experience: * Knowledge of event driven architecture using Kafka/MQ. * Experience in Kubernetes/OpenShift and/or other cloud-based container management platforms. Experience with cloud based platforms * Proficiency in Oracle/SQL/MySQL, in memory databases such as Redis, and Hibernate/ORMs. * Hands-on experience with unit testing frameworks Spock/Junit and Code quality control platforms like SonarQube * Advanced Understanding of CI/CD pipelines using Jenkins * Strong working knowledge using Dynatrace and Logscale Monitoring tools used for debugging * Strong knowledge in Core Java (Java 11+) preferably Java 17. * Experience in Java based Microservices frameworks including Spring Boot, Spring JPA, Spring batch. * Gradle and/or Maven. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Aligns business strategy with software solutions. * Proposes, designs & codes software solutions to address complex business needs. Oversees technical and procedural documentation required. * Leads complex problem solving. * Provides technical guidance and support to colleagues and solution development. * Displays an innovative approach to apply modern principles, methodologies and tools to advance business initiatives and capabilities. 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 API Development, Application Development, Business Management, Customer Solutions, Design, Group Problem Solving, Java, Microservice Framework, Process Improvements, Release Management, Software Solutions, Spring Framework, User Experience (UX) Design Competencies Application Design, Architecture, Packaged Application Integration, Product and Vendor Evaluation, Software Process Improvement (SPI), System Development Life Cycle, Technical Troubleshooting 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) Pay Transparency Base Salary: $65,000.00 - $165,600.00 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 01/05/2026, 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; 9 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 pncthrive.com. 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.
    $65k-165.6k yearly 6d ago
  • Teller

    PNC Financial Services Group, Inc. 4.4company rating

    PNC Financial Services Group, Inc. job in Jacksonville, FL

    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 Teller within PNC's Retail Banking organization, you will be based in Jacksonville, FL at the Lakewood Jacksonville branch. Bilingual Spanish preferred. PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location. PNC 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 Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Accuracy 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 Needs Work Experience Roles 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. Education No Degree 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; 9 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 pncthrive.com. 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.
    $34k-39k yearly est. 6d ago
  • Mortgage Loan Officer

    PNC Financial Services Group, Inc. 4.4company rating

    PNC Financial Services Group, Inc. job in Saint Augustine, FL

    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(n) Mortgage Loan Officer within PNC's Mortgage organization, you will be based in the Greater Jacksonville, FL area. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Recommends loan solutions in accordance with lending guidelines and clients' requirements. * Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls. * Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency. * Collaborates with internal and external stakeholders to complete mortgage transactions. * Collects and analyzes customer financial information for multifaceted and/or complex borrowers. 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 Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales Competencies Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling. Work Experience Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. 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; 9 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 pncthrive.com. 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.
    $37k-57k yearly est. 60d+ ago
  • J.P Morgan Wealth Management - Supervisory Manager - North Florida, Jacksonville , FL

    Jpmorgan Chase & Co 4.8company rating

    Jacksonville, FL job

    JobID: 210698630 JobSchedule: Full time JobShift: Day : J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders. Job Responsibilities: * Monitor and analyze the progress of active account and book reviews, as well as staff productivity. * Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues. * Ensure the team fully understands their responsibilities to perform high-quality work and adapt to the changing regulatory environment. * Comprehend system logic used in conducting risk-based reviews and further develop and refine rules based on prior findings. * Review, draft, or update desktop procedures as needed, and effectively communicate changes to team members. * Develop subject matter expertise in securities rules and regulations through knowledge acquisition, research, and training. * Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts. * Conduct Advisor book reviews to identify trends or patterns requiring further review that may impact multiple customers. * Identify and escalate potential issues to appropriate parties for further action. * Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action Forum. * Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff. Required Qualifications, Capabilities, and Skills: * Minimum of 5 years of experience in a principal capacity and 2 years of experience within the securities investment industry supervision, compliance, or risk capacity, in retail investments. * Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies. * Eagerness to engage directly with clients and advisors. * Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53). appropriate State Life & Health Insurance license. Additional licensing requirements must be met within 120 days of hire. * Competent knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices. * Strong critical thinking, analytical research, and quantitative skills with the ability to provide clear, concise, and timely resolution to issues. * Excellent written and verbal communication skills, including the ability to communicate with all levels of management. * Exceptional time management, risk analysis, proven judgment, problem-resolution and decision-making skills. * Ability to understand new investment products, Advisor/Banker compensation plans, and firm-wide policies and procedures to conduct reviews. * Ability to build relationships across business functions to obtain necessary information for conducting reviews. * Ability to travel 50% of the time. Preferred Qualifications, Capabilities, and Skills: * Bachelor's Degree preferred. * Experience as a Supervisory or Compliance professional preferred. * Advanced knowledge of FINRA, MSRB, and SEC rules and regulations. * Experience working alongside Advisors preferred. * Bilingual Spanish FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $92k-111k yearly est. Auto-Apply 21d ago
  • Financial Solutions Advisor- PNC Wealth Management

    PNC Financial Services Group, Inc. 4.4company rating

    PNC Financial Services Group, Inc. job in Jacksonville, FL

    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 Financial Solutions Advisor within PNC Wealth Management, you will be based in Jacksonville, FL in the San Pablo branch. PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. * Acquires, expands and maintains client relationships through branch business development and outbound calling. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. * Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. * Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. * Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. 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. Competencies Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting, Sales Tasks And Activities, Selling. Work Experience Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Associates Certifications No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. 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; 9 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 pncthrive.com. 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.
    $57k-84k yearly est. 6d ago
  • Centralized Community Home Lending Advisor - Bilingual (English/Spanish) - Jacksonville, FL

    Jpmorganchase 4.8company rating

    Jacksonville, FL job

    Join our fun, high-energy team as a Centralized Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Centralized Community Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results. Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan. You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase. Job Responsibilities Convert inbound and outbound leads into mortgage loan applications Source all business and logging all contacts with prospects Use consultative selling of Purchases Loans in a call center environment Recommend optimum product/rate program combinations to prospects Ensure compliance with applicable statues and procedures Provide feedback on lead quality Meet required sales performance for pre-established goal volume Required qualifications, capabilities and skills Ability to read, write and speak Spanish fluently. Proficient with Microsoft Applications (Word, Excel and PowerPoint) Self-motivated and detail oriented Excellent oral and written communication skills Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner Demonstrated ability in providing superior customer service and consultative selling Preferred qualifications, capabilities, and skills FHA/VA sales experience Call Center experience Marketing, promoting, relationship building, and consulting skills Experience in the Financial Services, Mortgage, Auto, Medical or Education industries
    $30k-58k yearly est. Auto-Apply 18d ago
  • Private Client Banker - SB New Build - Elevation Point - St Augustine, FL

    Jpmorgan Chase & Co 4.8company rating

    Saint Augustine, FL job

    JobID: 210700360 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $56k-116k yearly est. Auto-Apply 7d ago

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