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The PNC Financial Services Group jobs in Tampa, FL - 599 jobs

  • Senior Wealth Strategist - PNC Private Bank

    PNC Financial Services Group, Inc. 4.4company rating

    PNC Financial Services Group, Inc. job in Sarasota, 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 Sr. Wealth Strategist within PNC's Private Bank organization, you will be based in Sarasota or Tampa, FL. This role will be responsible for the Sarasota and Naples, FL markets. Travel to Naples once a month will be required. Although not required, JD or CPA credentials are highly preferred. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters of greatest complexity and partners in the acquisition of new clients. Retains, expands and deepens existing relationships. * Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates. * Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation. * Identifies solutions and PNC services as sales opportunities to enhance existing client relationships. * Develops new client relationships through networking, prospecting and referrals. 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 Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies Business Acumen, Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investments, Networking, Problem Solving, Products and Services, Value Selling Work Experience Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education JD 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 Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $79k-111k yearly est. 51d ago
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  • Account Manager I - Dealer Finance

    PNC Financial Services Group, Inc. 4.4company rating

    PNC Financial Services Group, Inc. job in Tampa, 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 an Account Manager I within PNC's Treasury Management Commercial Sales organization, you will be based in Philadelphia PA or Tampa FL. Additional Details: Support Treasury Management Sales Officers This is not a customer service position - It is a sales support role Data Analytics of internal systems Pricing development of treasury services Assist Treasury Management Officer with presentations to clients No sales goals or portfolio assignment: Responsible to the sales success of the assigned region Client facing role with presentations and reviews Face to face calls with the TMO (virtual / video) and will be asked to take the initiative to lead specific client calls in the absence of the TMO Identifying opportunities and provide guidance on new services, sharing data on how peers are using services Great organizational and speaking skills Ability to lead meetings internally and externally effectively Additional skills needed: Self-starter/self-motivator, a team player having exceptional interpersonal skills, adaptable to a changing environment, positive/creative thinker, detail oriented and has good organizational skills, takes a consistent proactive approach to addressing client issues and follows escalation protocols within a timely manner. 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 * Under direct supervision, works in support of assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients. * Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. Utilizes basic industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities. * Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. Will work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines. * Analyzes, assesses and documents client requirements. Forecasts and tracks key account metrics May identify customization needs, and work with service partners to implement. * Supports processes outlined in the contract and independently resolves challenges regarding implementation and production issues. Works towards finding the best solution to maintain a positive client relationship. 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 Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations Competencies Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 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.
    $59k-78k yearly est. 44d ago
  • Bilingual Fraud Client Services Representative - 2nd Shift

    Bank of America 4.7company rating

    Tampa, FL job

    Tampa, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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 providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions. **Responsibilities:** + Identifies client needs and recommends solutions when fraud has been identified + Records data captured during client interactions accurately + Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis + Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy + Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls **Required Qualifications:** + Proficient in both English and Spanish + 1+ years of customer/client service experience, including experience handling difficult client situations + Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives + Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions + Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule + Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays + Communicates effectively and confidently with all clients to make their financial lives better + Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections + Comfortable receiving ongoing performance feedback and coaching + Ability to learn and adapt to new information and technology platforms + Minimum of an intermediate level of proficiency with computers and current technology **Desired Qualifications:** + 1+ years of experience in the banking/financial industry + 2+ years of experience working in a client service capacity **Skills:** + Conflict Management + Customer and Client Focus + Decision Making + Fraud Management + Oral Communications + Active Listening + Attention to Detail + Data Collection and Entry + Issue Management + Problem Solving + Adaptability + Collaboration + Critical Thinking + Influence **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 2nd 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.
    $36k-57k yearly est. 2d ago
  • Quality Assurance Tester/HP Nonstop - Technology Support III

    Jpmorganchase 4.8company rating

    Tampa, FL job

    Propel operational success with your expertise in technology support and a commitment to continuous improvement. As a Technology Support III team member in Corporate Investment Bank, you will ensure the operational stability, availability, and performance of our production application flows. Encourage a culture of continuous improvement as you troubleshoot, maintain, identify, escalate, and resolve production service interruptions for all internally and externally developed systems, leading to a seamless user experience. Job responsibilities Provides end-to-end application or infrastructure service delivery to enable successful business operations of the firm Supports the day-to-day maintenance of the firm's systems to ensure operational stability and availability Assist in the monitoring of production environments for anomalies and address issues utilizing standard observability tools Identify issues for escalation and communication, and provide solutions to the business and technology stakeholders Analyze complex situations and trends to anticipate and solve incident, problem, and change management in support of full stack technology systems, applications, or infrastructure Required qualifications, capabilities, and skills 3+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services Strong background in HP Nonstop hardware and software platforms (Guardian/TACL, OSS) Extensive hands-on expertise in developing/testing and maintaining applications using COBOL/SCOBOL, DDL, Enform, TAL procedure calls Deep knowledge of HPNS platform architecture, including database technologies such as Enscribe, SQL/MP, SQL/MX, SQLCI, and MXCI Proficiency in requestor/server communication via Pathway and experience with Nonstop utilities (FUP, KLIST, SCUP, TACL, TMF, RDF) Proven experience in designing, developing, testing and deploying AI-driven solutions into HPNS enterprise applications Advanced understanding of agile methodologies, including CI/CD, application resiliency, and security, as applied to HPNS environments Demonstrated expertise in the testing, deployment, and support of large-scale, high-throughput, mission-critical payments applications on HPNS Strong understanding of architecture and design across all systems, with awareness of industry-wide technology trends and best practices Preferred qualifications, capabilities, and skills Experience leveraging AI for process automation, software development lifecycle (SDLC), or enhancing application functionality within HPNS platforms Experience with one or more general purpose programming languages and/or automation scripting Working understanding of public cloud
    $81k-98k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker - College Plaza Financial Center

    Bank of America 4.7company rating

    Bradenton, FL job

    Bradenton, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.
    $31k-37k yearly est. 3d ago
  • Advisor Development Program Client Associate

    Bank of America 4.7company rating

    Sarasota, FL job

    Sarasota, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** **Advisor Development Program Client Associate** 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 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. 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. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. **The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed established performance hurdles + Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning + Organizing and managing resources (time, people, budget) to run a productive practice + Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client + Completing mandated training, assessments, performance goals and continuing education requirements **We'll help you** + **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. + **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success. + **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions. + **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities. + **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Exceptional interpersonal and relationship building skills + Effective communication skills (written and verbal) + Proven ability to quickly build trust and credibility + Proven ability to assess needs of and recommend appropriatesolutions + Proven ability to work both collaboratively on a team with key partners and independently + Proven ability to listen and probe for clarity and understanding + Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking + Strong follow-through skills + Computer/technical literacy and proficiency in applications such as Microsoft Suite **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of work experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously **Job Responsibilities:** + Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs **Skills** **:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments Management + Emotional Intelligence + Referral Identification + Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 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.
    $37k-47k yearly est. 2d ago
  • 2027 Commercial & Investment Bank Securities Services Leadership Program - Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Tampa, FL job

    JobID: 210690767 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00 As a summer analyst in the Securities Services team, you will have programing created to provide you with a comprehensive overview of the business and build key skills for the future. This 9-week summer analyst program is the gateway into our full-time rotational program that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business. You will spend your summer in one of our key business areas. We have opportunities in the following locations: New York Metro, NY; Boston, MA; Tampa, FL. If you receive an offer to join full-time, you'll participate in three ten-month rotations, covering areas such as Client Services, Product Development, Data & Analytics, Sales and Product Management. This program is designed to establish a strong foundation in the key disciplines of Securities Services so that you will be able to take on significant responsibilities and projects within the business upon completion of the program. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Job responsibilities * Develop your analytical, technical and leadership skills * Gain hands on project management experience * Work with engaged managers in your location * Gain exposure to global teams across all areas of Securities Services * Engage regularly with business leaders, current program participants, and program alumni * Grow under the guidance of a mentor, program manager, and a direct manager Required qualifications, capabilities, and skills * Fluency in English * Attend college/university in the U.S. * Minimum cumulative GPA of 3.2 on a 4.0 scale * Expected graduation date of December 2027 - June 2028 from bachelor's or master's program * If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree * To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Preferred qualifications, capabilities, and skills * Exceptional communications skills and clear, articulate, and concise verbal and written communication * Have the aptitude to synthesize large amounts of information and to develop innovative solutions * Ability to multi-task and prioritize workloads, strong time-management skills, and thrive in fast-paced collaborative environments * Ability to understand and resolve or escalate issues quickly * Proficiency with Excel and PowerPoint * Demonstrated leadership ability and ability to develop solutions and drive change * Strong interest in finance, project management, emerging technologies, data governance, analytics, and use of digital tool to drive innovation Training As a summer analyst you will have programing created to provide you with a comprehensive overview of the business, key skills for the future and have access to all of our Securities Services University courses. As a full-time analyst, you will cultivate and hone new skills through an ongoing training curriculum and program analysts will participate in a 2-week bootcamp. You will have the unique opportunity to participate in leadership trainings designed for your analyst class. Career Progression Upon successful completion of the summer program, you may receive an offer to join our two and a half year Securities Services Leadership Full-Time Rotational Program. Join Us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. What's Next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds, and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 2026 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran
    $100k-100k yearly Auto-Apply 20d ago
  • Compliance - Technology Operational Risk Management Director (Cloud Technology & Cyber) - Executive Director

    Jpmorganchase 4.8company rating

    Tampa, FL job

    Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Technology Operational Risk Management Director, you will need to possess subject matter expertise in Public and Private Cloud technology domains. You will perform independent risk assessments on the platforms, tools and supporting systems used to deliver these technologies to businesses at the firm. You will proactively identify areas of emerging technologies that introduce operational risk and have a good understanding of third-party risks as applied to the technology used. In this role, you will have the opportunity to join the Tech & Cyber Operational Risk Management team that is responsible for the successful implementation and execution of the Compliance, Conduct, and Operational Risk (CCOR) Tech & Cyber framework within JP Morgan. You will provide 2 nd Line of Defense challenge and oversight to our technology and cybersecurity partners. You will need to be a multi-disciplined forward-looking technologist and risk manager with diverse background and experiences in several cyber security and technology operations and the development of corresponding control systems. Job Responsibilities Perform oversight of operational risks through reviews of global and regional technology/ cyber security processes and controls for the firm's used of public and private cloud. Keep abreast of current technology trends, vulnerabilities, and emerging technologies. Engage with infrastructure technology teams to gain full understanding of the technology and control environment. Understand third party risks as related to specific technology area of expertise. Work with appropriate technology areas to identify potentially elevated risk concentrations globally and perform assessments of the corresponding inherent risks and mitigating controls. Recommend any adjustments required to meet JPMC policy, regulatory requirements, and industry best practices. Participate in key technology governance forums. Required qualifications, capabilities and skills Cloud Platform Proficiency: Demonstrated hands-on experience with major public cloud providers, including Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure. Cloud Solution Architecture: Experience designing, implementing, and managing scalable, secure, and highly available application architectures tailored for cloud environments. Cloud-Native Application Design: Knowledge of microservices, serverless computing, containerization, and event-driven architectures. Infrastructure as Code (IaC): Proficiency with IaC tools such as AWS CloudFormation, Azure Resource Manager, and Google Cloud Deployment Manager, as well as third-party tools like Terraform or Ansible. Security and Compliance: Understanding of cloud security best practices, identity and access management (IAM), encryption, network security, and compliance frameworks relevant to cloud deployments. DevOps and CI/CD: Experience with DevOps practices and tools for continuous integration and continuous deployment (CI/CD) in cloud environments Monitoring and Optimization: Familiarity with cloud monitoring, logging, and cost optimization tools (e.g., AWS CloudWatch, Azure Monitor, Google Operations Suite). Networking in the Cloud: Knowledge of virtual networks, VPNs, load balancers, DNS, and hybrid connectivity solutions across AWS, GCP, and Azure. Data Services: Experience with cloud-based databases, data lakes, and analytics services (e.g., Amazon RDS, Google BigQuery, Azure SQL Database). Migration and Modernization: Experience migrating on-premises applications and workloads to public cloud platforms, including rehosting, replatforming, and refactoring strategies.
    $101k-122k yearly est. Auto-Apply 16d ago
  • HP NonStop DBA - Lead Data Engineer

    Jpmorgan Chase 4.8company rating

    Tampa, FL job

    Join us as we embark on a journey of collaboration and innovation, where your unique skills and talents will be valued and celebrated. Together we will create a brighter future and make a meaningful difference. As a Lead Data Engineer at JPMorgan Chase within the ACH Technology team, you are an integral part of an agile team that works to enhance, build, and deliver data collection, storage, access, and analytics solutions in a secure, stable, and scalable way. As a core technical contributor, you are responsible for maintaining critical data pipelines and architectures across multiple technical areas within various business functions in support of the firm's business objectives. **Job responsibilities** + Lead the elicitation, documentation, and validation of business and data flow requirements, ensuring alignment with stakeholder expectations and technical feasibility + Develop and maintain comprehensive knowledge of industry trends, emerging technologies, and best practices to provide strategic guidance and innovative solutions for complex projects + Model the design and implementation of technical solutions, ensuring seamless integration with existing systems and infrastructure + Utilize advanced data analytics techniques to extract insights from large, diverse datasets, driving data-informed decision-making and supporting key business initiatives + Mentor and guide team members in the application of technical writing and analytical reasoning skills, fostering a culture of continuous learning and improvement **Required qualifications, capabilities, and skills** + Formal training or certification on HP Nonstop SQL DBA concepts and 5+ years applied experience + 5+ years of Experience on HP Nonstop + Experience as a SQL DBA + Demonstrated expertise in data analysis and data application, including hands-on experience with major data visualization platforms + Advanced knowledge of data analytics techniques, with experience in developing and interpreting models, diagrams, and data-driven insights + Proven ability to apply technical fluency in current and relevant platforms, software tools, and technologies to drive innovative solutions + Strong track record of leading through change, navigating ambiguous situations, and managing dependencies in complex projects **Preferred qualifications, capabilities, and skills** + Experience with SQL/MX and SQL/MP + Experience on Golden Gate software + Experience with ACH or related banking domain exposure JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $101k-119k yearly est. 60d+ ago
  • Client Solutions - Project Coordinator - Associate

    Jpmorganchase 4.8company rating

    Tampa, FL job

    Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Services. Be part of a global organization that values collaboration, excellence, and client impact. As a Client Solutions Fund Manager Project Coordinator, you will play a key role in supporting project managers with scheduling, documentation, and core project tasks. You will work closely with external fund managers hired by our clients, managing their day-to-day business interactions with JPMorgan's Commercial & Investment Bank. You will support both new and incremental client events for Securities Services, serving a wide range of clients including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. Your work will span all Securities Services products, from single product implementations to complex, multi-entity deals. Job responsibilities: • Coordinate the fund manager requirements gathering process • Ensure fund manager requirements are understood and collaborate with internal partners to design, document, and secure sign-off on scope and solutions • Support project activities including: - Develop and manage project delivery plans - Execute project plans with robust governance and reporting - Actively mitigate and manage project risk by coordinating timely resolution of issues - Scope containment and change management - Manage and motivate virtual teams across multiple locations and disciplines - Execute post-implementation reviews to continually improve practices • Prioritize, track, and report on all projects in the pipeline • Ensure compliance with all controls and procedures • Own all project communication to internal and external stakeholders • Deliver high levels of internal and external client satisfaction • Identify potential tactical and strategic improvements to implementation processes • Proactively drive internal team and department-wide initiatives as agreed upon Required qualifications, capabilities, and skills: • Project management skills • Client-facing skills • Highly structured and methodical in execution • Clear, articulate, and concise verbal and written communication • Strong presentation skills • Proven ability to influence and work collaboratively with multiple internal disciplines (sales, operations, technology, product management) • Keen eye for identifying and resolving risks • Ability to systematically remove ambiguity from projects • Work well in an evolving environment • Bachelor's degree • 3-5 years in Financial Services, particularly Securities Servicing Industry • 2+ years in a client-facing support role or commensurate experience Preferred qualifications, capabilities, and skills: • Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Trading Services, and Data Analytics
    $68k-95k yearly est. Auto-Apply 15d ago
  • CIB Client Service Account Manager- United States- 2026 ReEntry Program

    Jpmorgan Chase & Co 4.8company rating

    Tampa, FL job

    JobID: 210688159 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $68,000.00-$100,500.00; Jersey City,NJ $78,000.00-$113,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Client Services supports a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
    $78k-113k yearly Auto-Apply 52d ago
  • Sales Leader - Southwest Florida

    PNC Financial Services Group, Inc. 4.4company rating

    PNC Financial Services Group, Inc. job in Sarasota, 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. 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 * Leads and coordinates the daily activities of team members engaged in customer and/or prospect management activities. Achieves business results, attracts new customers and/or grows existing customer relationships by coaching and managing to defined strategies and tactics. Develops and oversees the execution of account and sales plans. May have direct sales and client responsibilities. * Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks. * Manages effective network of senior internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing the full range of PNC's products and services to the client. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. * Develops team members while monitoring progress against individual goals. Motivates and develops staff, including acquiring top talent and managing performance-based issues. Effectively plans, organizes, directs, analyzes and evaluates staff and processes. Connects strategy to day-to-day activities and updates the team on a regular basis. * As defined with the business, coaches team members on skills needed to analyze, evaluate and mitigate credit risk and to lead others on credit requests by utilizing advanced knowledge of credit fundamentals and internal credit policies. 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. PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to: * Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking. * Live the Values - Role models our values with transparency and courage. * Enable Change - Takes action to drive change and innovation that will transform our business. * Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making. * Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers. 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 Account Management, Client Prospecting, Competitive Advantages, Customer Relationships, Identifying Sales Opportunities, Negotiation, Results-Oriented Competencies Conflict Management, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Sales Management, Selling. Work Experience Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry experience is typically 8+ years. At least 5 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 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.
    $58k-87k yearly est. 60d+ ago
  • Fraud Analytics and Innovation Lead Analyst

    Bank of America Corporation 4.7company rating

    Tampa, 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 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
    $49k-85k yearly est. 20d ago
  • Part Time Teller

    PNC Financial Services Group, Inc. 4.4company rating

    PNC Financial Services Group, Inc. job in Pinellas Park, 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 Part Time Teller within PNC's Retail Branch organization, you will be based in Pinellas Park, FL at the Park Mall branch. Bilingual Spanish preferred. 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 part-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee life insurance; 401(k) with PNC match, pension and stock purchase plans; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: parental leave; up to 11 paid holidays each year; 7 occasional absence days each year, unless otherwise required by law. Part-time employees will accrue vacation time based on hours worked (including overtime) in the current calendar year to be used after 90 days of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $34k-39k yearly est. 9d ago
  • Mortgage Loan Officer

    PNC Financial Services Group, Inc. 4.4company rating

    PNC Financial Services Group, Inc. job in Brandon, 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 Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Orlando, Naples, Tampa and Surrounding markets in Florida. This position is primarily based in a location within PNC's footprint. Preferred locations are listed in this requisition. Responsibilities require time in the office or in the field on a regular basis. 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 Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $37k-56k yearly est. 38d ago
  • Business Center Assistant Manager

    PNC Financial Services Group, Inc. 4.4company rating

    PNC Financial Services Group, Inc. job in Sarasota, 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 Business Center Assistant Manager within PNC's Retail Branch organization, you will be based in Sarasota, FL at the Ringling Financial Center location. Bilingual Spanish preferred. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Accountable for the operational soundness of the branch and team, specifically the maintenance of security procedures, ensuring audit controls are followed and the support and adherence to compliance and regulatory guidelines. Manages service and operational aspects of a Branch & Business Center branch. Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members. Leads through influence and impacts a broad range of eco-system partners in an omni channel environment. Drives revenue and loyalty through proactive interactions with clients. * Influences a range of eco-system partners in an omni channel environment. Manages, coaches and executes a proactive client experience within an omni channel environment. Provides solutions and advice to improve client financial well-being. Leads effective problem resolution. * Fosters a positive working environment that facilitates exceptional service and expanding profitable customer relationships. Grows branch revenue through acquisition and share-of-wallet growth of consumer and business households. Consistently inspects, supports and coaches the branded sales process to proactively achieve sales targets and customer loyalty. * Drives the employee engagement experience. Responsible for acquiring and retaining talent through the training, coaching and development of employees with a focus on bank protocol, operational processes, policies and procedures. Coaches employees to achieve performance and activity expectations. Leads the performance management process for direct reports. * Responsible for the Branch & Business Center risk process through proper oversight and adherence to regulatory, security and audit requirements. Trains and coaches team members with operational/risk activities and monitors adherence to policies and procedures. Exercises sound decision making to identify and mitigate potential risk. Manages operational, human capital, reputational and business risk through adherence to established policies and procedures. 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. PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to: * Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking. * Live the Values - Role models our values with transparency and courage. * Enable Change - Takes action to drive change and innovation that will transform our business. * Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making. * Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers. 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 Counseling, Customer Experience (CX), Customer Loyalty, Decision Making, People Management, Proactive Behavior, Results-Oriented Competencies Branch Banking Services, Decision Making and Critical Thinking, Digital Awareness, Effective Communications, Managing Multiple Priorities, Sales Management, Selling. Work Experience Roles at this level typically do not require a university / college degree, but do require related experience or product knowledge to accomplish primary duties. Typically requires 3+ 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 Associates 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 Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $43k-57k yearly est. 50d ago
  • Private Client Banker - Mitchell Ranch on Little Rd - Trinity, FL

    Jpmorganchase 4.8company rating

    Trinity, 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: **************************************************************************
    $81k-106k yearly est. Auto-Apply 2d ago
  • Quality Assurance Tester/HP Nonstop - Technology Support III

    Jpmorgan Chase 4.8company rating

    Tampa, FL job

    Propel operational success with your expertise in technology support and a commitment to continuous improvement. As a Technology Support III team member in Corporate Investment Bank, you will ensure the operational stability, availability, and performance of our production application flows. Encourage a culture of continuous improvement as you troubleshoot, maintain, identify, escalate, and resolve production service interruptions for all internally and externally developed systems, leading to a seamless user experience. **Job responsibilities** + Provides end-to-end application or infrastructure service delivery to enable successful business operations of the firm + Supports the day-to-day maintenance of the firm's systems to ensure operational stability and availability + Assist in the monitoring of production environments for anomalies and address issues utilizing standard observability tools + Identify issues for escalation and communication, and provide solutions to the business and technology stakeholders + Analyze complex situations and trends to anticipate and solve incident, problem, and change management in support of full stack technology systems, applications, or infrastructure **Required qualifications, capabilities, and skills** + 3+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services + Strong background in HP Nonstop hardware and software platforms (Guardian/TACL, OSS) + Extensive hands-on expertise in developing/testing and maintaining applications using COBOL/SCOBOL, DDL, Enform, TAL procedure calls + Deep knowledge of HPNS platform architecture, including database technologies such as Enscribe, SQL/MP, SQL/MX, SQLCI, and MXCI + Proficiency in requestor/server communication via Pathway and experience with Nonstop utilities (FUP, KLIST, SCUP, TACL, TMF, RDF) + Proven experience in designing, developing, testing and deploying AI-driven solutions into HPNS enterprise applications + Advanced understanding of agile methodologies, including CI/CD, application resiliency, and security, as applied to HPNS environments + Demonstrated expertise in the testing, deployment, and support of large-scale, high-throughput, mission-critical payments applications on HPNS + Strong understanding of architecture and design across all systems, with awareness of industry-wide technology trends and best practices **Preferred qualifications, capabilities, and skills** + Experience leveraging AI for process automation, software development lifecycle (SDLC), or enhancing application functionality within HPNS platforms + Experience with one or more general purpose programming languages and/or automation scripting + Working understanding of public cloud JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $81k-98k yearly est. 60d+ ago
  • 2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

    Jpmorgan Chase & Co 4.8company rating

    Tampa, FL job

    JobID: 210690291 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; Rochester,NY $100,000.00-$100,000.00; Greenwich,CT $100,000.00-$100,000.00; Greenvale,NY $100,000.00-$100,000.00; Manhattan Beach,CA $100,000.00-$100,000.00; Westlake Village,CA $100,000.00-$100,000.00; San Diego,CA $100,000.00-$100,000.00; Washington,DC $100,000.00-$100,000.00; Las Vegas,NV $100,000.00-$100,000.00; Summit,NJ $100,000.00-$100,000.00; Seattle,WA $100,000.00-$100,000.00; Walnut Creek,CA $100,000.00-$100,000.00; Chicago,IL $100,000.00-$100,000.00; Baltimore,MD $100,000.00-$100,000.00; Pasadena,CA $100,000.00-$100,000.00; Denver,CO $100,000.00-$100,000.00; Boston,MA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; Palo Alto,CA $100,000.00-$100,000.00; Irvine,CA $100,000.00-$100,000.00; Minneapolis,MN $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00; Cleveland,OH $100,000.00-$100,000.00 If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job Responsibilities: * Work with a team of advisors and specialists to bring in new clients and serve existing clients * Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required Qualifications, Capabilities, and Skills: * Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's. * Expected graduation date between December 2027 and June 2028. * Currently attending a college/university in the U.S. * Highly driven, inquisitive, and proactive, with a strong desire to learn. * Enjoys working in teams to develop complex solutions. * Exceptional interpersonal, communication, analytical, and problem-solving skills. * Excellent organizational skills with the ability to multitask in a fast-paced environment. * Demonstrates good judgment and discretion with confidential information. * Genuine interest in financial markets and macro-level economic trends. * Aspires to work with external clients in a relationship-building and sales capacity. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO East Bay, CA Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA South Bay, CA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 14d ago
  • Relationship Banker - Pinellas Bradenton Market

    Bank of America 4.7company rating

    Bradenton, FL job

    Ellenton, Florida;Bradenton, Florida; Bradenton, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.
    $31k-37k yearly est. 15h ago

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