Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Trustmark is looking for a Testing Specialist to join our team.
Responsible for Manual and Automated testing of multiple enrollment systems (Selerix, Common Census, and Third-Party Systems) by working collaboratively with the Enrollment Technologies Team. The testing process involves analyzing case requirements, state rules, underwriting offers, and effectively monitoring workflow to successfully meet tight deadlines. Additional responsibilities include identifying, documenting, and reporting defects in conjunction with performing end-to-end testing.
**Key Accountabilities:**
+ Testing. This includes confirming products, rates, forms, underwriting offer and general functionality utilizing multiple enrollment systems.
+ Testing SME: This includes Hot Fix Defect Testing/Smoke Testing/UAT Testing and communicating results to appropriate team for further action.
+ Testing process improvement: Identify areas of testing protocol which can be improved, and present ideas for improvement implementation including semi-automated testing.
+ Problem Resolution: Identify problems with case data, working on consultative solutions involving all necessary parties and providing notification on cases that may not meet required turnaround times to appropriate parties. Use alternative approaches on missing items to complete case build.
+ Training Assistance: Assist Trainer with conducting ongoing training and refresher classes as required.
+ Customer Service: Communicate with internal departments, vendors, and clients effectively and collaboratively.
+ Work Instruction Documentation: Create and enhance EnrollTech Teamwork Instructions as needed.
+ Project Management: Works independently to prioritize workload to accomplish assigned cases. Participate in projects as they arise. Takes a proactive approach to ensure program is deployed successfully.
+ Documentation of Tracking Metrics.
**Minimum Requirements:**
+ Two-year college or technical degree
+ Minimum 1 year testing experience
+ Technical aptitude
+ Proficient with MS Office suite
+ Experience with using tools to query data, creating and formatting files and forms
+ Work in a deadline driven, fast-paced environment
+ Ability to Troubleshoot
+ Use of consultative problem-solving skills
+ Willingness to display strong commitment to teamwork and work in a collaborative environment
+ Strong analytical skills
+ Ability to effectively cope with a change and shift gears accordingly
+ Ability to work independently and organize own work
+ Excellent verbal and written communication skills
+ Must be able to handle and meet the demands during seasonal, 4th quarter period with limited time off
+ Professional aptitude in the creation of job-related documentation
+ Ability to assess training needs and develop recommendations for new programs
**Preferred:**
+ Four-year college or technical degree preferred; or equivalent work experience
+ Minimum 2 year's insurance experience preferred
+ Voluntary/worksite insurance experience
+ IT helpdesk, insurance enrollment or insurance experience a plus
+ Proficient understanding of Selerix and/or Inspro.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$24.38 - $35.23 per hour
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$24.4-35.2 hourly 60d+ ago
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Business Analyst III
Trustmark 4.6
Trustmark job in Lake Forest, IL
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Trustmark is hiring a Business Analyst to join the team.
Responsible for partnering with Voluntary Benefits business areas to capture and document requirements for complex initiatives, including creating business requirement documents and specifications. Facilitates workshops for requirement gathering and preparing business cases and reports for stakeholders. Serves as a liaison between Voluntary Benefits and IT, ensuring business requirements are clearly defined and communicated. Supports the business in documenting requirements and validating that delivered solutions meet business needs. Works in Agile, Waterfall, or Hybrid methodology.
**Key Accountabilities**
Capture and Document Business Requirements
+ Partner with business areas to define and document functional and non-functional business requirements through the facilitation of workshops, observations, interviews, surveys, focus groups and other mechanisms to ensure accurate and complete requirements are reflected.
+ Create clear and concise specifications including business requirements specifications, illustrations, and / or user stories.
+ Understand current and future state business processes to ensure requirements will deliver and end to end functional solution.
+ Identify areas of opportunity within processes to drive greater automation.
Project Team Support
+ Serve as a communication bridge between VB and IT, ensuring effective coordination throughout project planning, implementation, and post-deployment.
+ Collaborate with business stakeholders and IT partners on design, development, and QA teams to ensure accurate documentation, testing, and execution of business requirements.
+ Ensure technical solution accounts for all business requirements and end-to-end solutions meet business needs
+ Work with Project Manager/Product Coordinator to align on MVP approach (where applicable) and support iterative deployments.
+ Refine Features into sprint sized User Stories meeting the Definition of Done to support agile methodology as a delivery mechanism.
+ Provide basic end-user support, facilitate feedback assessments, and identify opportunities for improving post MVP launches.
Operational Support
+ Investigates and documents business issues and partners with IT for resolution . d resolves complex issues to ensure accuracy in processing or defect identification.
+ Conduct insightful ad hoc analyses to investigate ongoing or one-time operational issues.
+ Support operational SME's in understanding how business processes interact with technology transfer knowledge to ensure business becomes more self-sufficient.
+ Support VB operations as needed to ensure adoption of technology and digital products
+ Other duties as needed/assigned
**Minimum Requirements**
+ Bachelor's Degree and 5-7 years of experience OR high school diploma or GED with 7-10 years of related experience.
+ Strong interpersonal skills; both written and verbal with technical and non-technical staff and all levels of management.
+ Strong understanding of both Waterfall and Agile methodologies.
+ strong drive for results, initiative, and issue resolution.
**Preferred**
+ Experience in the insurance sector - especially Voluntary or Group Employee Benefits.
+ Experience with Project Management tools (e.g., ADO, JIRA, Trello).
+ Ability to run complete SQL queries.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$79,292.00 - $114,533.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$79.3k-114.5k yearly 59d ago
Advisor Development Program Client Associate
Bank of America 4.7
Chicago, IL job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help 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 from our-award winning Academy at Bank of America and 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 client reviews/presentations with 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 appropriate solutions
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
Pay Transparency details
US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110) Pay and benefits information Pay range$33.65 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$33.7-33.7 hourly Auto-Apply 50d ago
Executive Director, IT Digital Delivery
Trustmark 4.6
Trustmark job in Lake Forest, IL
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Responsible for driving the end-to-end delivery of digital first, frictionless experience across broker, employer, employee, and internal service journeys. Challenges System Integration partners, reviews and validates solution designs, and ensures all digital platforms are architected for performance, scalability, and long-term extensibility. Infuses intelligent workflows, generative AI, and emerging protocols such as Model Context Protocol (MCP) into next-generation digital experiences. Collaborates with Enterprise Architecture, Enterprise Integrations, Experience Design, Infrastructure, Data, Security, and SI partners to deliver scalable, high-quality digital capabilities that advance the modernization strategy.
**Key Accountabilities:**
+ Lead end-to-end digital delivery across value streams, ensuring predictable execution, transparency, and alignment to business outcomes.
+ Oversee delivery of modern digital omni-channel experiences across portals, enrollment workflows, mobile-responsive interfaces, and servicing tools
+ Serve as an escalation point for delivery risks, dependencies, and issues, driving proactive mitigation and course correction.
+ Review and approve solution designs, XD flows, journey maps, wireframes, architecture diagrams, and integration patterns.
+ Serve as the technical authority for digital delivery, ensuring solutions meet expectations for performance, security, scalability, accessibility, and maintainability.
+ Champion modern engineering practices including micro frontends, reusable components, API-first patterns, cloud-native architectures, DevOps, CI/CD automation, and observability
+ Partner with Experience Design to embed user-centered, journey-aligned design and consistent use of enterprise design systems.
+ Adopt an AI- and automation-first approach, integrating chatbots, guided workflows, personalization engines, OCR, RPA, and AI-driven validation, and leveraging emerging technologies such as Model Context Protocol (MCP) to enable intelligent and context-aware digital experiences.
+ Provide strong oversight of SI partners, holding them accountable for quality, reusable asset development, standards compliance, and delivery timelines.
**Minimum Requirements:**
+ Bachelor's degree in Computer Science, Engineering, Information Systems, or related field.
+ 12+ years of leadership experience in digital delivery, engineering, or enterprise transformation.
+ Experience delivering in value-stream-aligned or scaled agile environments.
+ Demonstrated success managing and holding SI partners accountable for design, delivery, and quality.
+ Strong understanding of modern digital platforms, cloud-native engineering, and automation/AI capabilities.
+ Strong delivery leadership combined with deep expertise in modern digital engineering, Experience Design (XD), and AI-enabled platforms that power large-scale digital transformation.
+ Technically fluent in modern frameworks (i.e.. React, MUI, micro frontends, design systems), mobile-responsive architectures, digital content platforms, chatbots, event-driven services, and API-first integrations.
+ Experienced people management leader.
+ Exceptional leadership and communication skills, with ability to influence at executive levels.
+ Proven ability to manage complex, large-scale delivery portfolios with multiple interdependencies.
+ Strong vendor management and negotiation capabilities, with accountability for partner performance.
+ Deep understanding of agile-at-scale delivery methods and modern digital solution delivery.
+ Ability to lead through ambiguity and drive modernization across technology and business teams.
+ Strong technical judgment and ability to guide decision-making in complex, multi-platform environments.
**Preferred:**
+ Master's degree.
+ Certifications in Agile/SAFe, PMP, or equivalent are desirable.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$131,991.00 - $245,127.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for commission. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$132k-245.1k yearly 41d ago
Senior Director, AI Technology
Trustmark 4.6
Trustmark job in Lake Forest, IL
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Responsible for implementing the AI product strategy and end-to-end AI applications.
**Key Accountabilities:**
+ **Technology Leadership:** Responsible for scaling AI use cases to end-to-end AI products- from ideation, road mapping and prototyping to deployment and scaling into robust AI applications across enterprise
+ **AI/ML Portfolio Management:** Collaborate with internal stakeholders and external partners to identify AI opportunities, oversee the AI/ML project portfolio, ensuring alignment with business priorities and showcasing measurable business value & ROI. Prioritize use cases based on feasibility, impact, and ethical considerations.
+ **AI Products Oversight:** Day-to-day oversight and management of AI build teams/PODS, AI backlog tracking, prioritize AI features, product release planning, continuously monitor key success criteria by aligning with business objectives
+ **Product Delivery & Adoption:** Work closely with other IT teams and partners to develop, test, and iterate on AI products. Ensure timely delivery of high-quality products that meet market needs and drive business results. Collaborate with senior leadership and stakeholders to align AI initiatives with broader company strategies. Serve as a change agent and catalyst to drive AI adoption within the business. Collaborate with the enterprise AI Change Management and Education teams to ensure impactful communication strategies to promote AI success stories and best practices.
+ **AI Impact Measurement:** Define and monitor key performance indicators (KPIs) to measure the success of AI products and initiatives. Continuously analyze product performance and user feedback, making data-driven adjustments to improve outcomes.
+ **AI Trends:** Conduct thorough market research and competitive analysis to stay ahead of industry & technology trends and inform AI product decisions.
**Minimum Requirements:**
+ Bachelor's degree in computer science or related field.
+ Minimum 4-6 years of experience in Product Management, building complex software and technology products at scale.
+ Demonstrated ability to manage technology product lifecycle from concept to delivery and scaling.
+ Experience leveraging quantitative and qualitative data to inform design decisions and drive change.
+ Proven experience in building AI/ML technologies, AI framework, chat and voice generative applications, and expertise in various LLM/ML models.
+ Deep understanding of modern AI/ML architecture, cloud platforms, and AI technology platforms.
+ Strong expertise in deploying optimized performance tested scalable AI/ML solutions.
+ Outstanding collaboration, communication, and interpersonal skills with ability to influence at all levels.
+ Ability to present complex technical concepts to non-technical audience.
**Preferred:**
+ Experience in deploying AI/ML applications in life insurance or voluntary benefits organizations.
+ Proficient in Python, SQL, Spark, and cloud platforms (preferably in Azure or Databricks).
+ Experience in identifying core insurance workflows and applying process redesign approaches for maximizing AI value through process transformation.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$110,252.00 - $204,753.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for commission. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
2027 Investment Banking Summer Analyst Program Invest in your tomorrow Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
Investment banking
Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers.
Program overview
This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback.
What to expect
The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include:
* Supporting financial analysis and contributing to transaction execution
* Conducting company and industry research
* Assisting in the preparation of client materials and pitch presentations
* Participating in diligence sessions, client meetings, and internal discussions
* Collaborating with senior bankers across sectors and geographies
You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development.
Is this program right for you?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required qualifications
* 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired qualifications
* Strong academic achievement
* Bachelor's degree with expected graduation between December 2027 - June 2028
* Demonstrated interest in finance and financial markets
* Strong analytical and communication skills
* Proven ability to take on significant responsibility
* Relevant internship experience
* Ability to work effectively both independently and in teams
* Proficiency in Microsoft Office (Excel, PowerPoint, Word)
Program Locations
Primary locations include Chicago (Industrials Group Only) and Washington, D.C. (Real Estate, Gaming & Lodging Group Only)
Pay Range
* $53/hour across all locations
Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$90,000.00 - $150,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
29 Apr 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$90k-150k yearly 6d ago
AI Solution Engineer
Trustmark 4.6
Trustmark job in Lake Forest, IL
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Responsible for building, integrating, and deploying Agentic AI and Generative AI solutions - transforming high-level Agentic Architectures into robust, production-ready systems. Partners closely with the AI Solution Lead, data engineering, software engineering to implement industry-quality AI systems. The ideal candidate brings hands-on knowledge of LLMs, retrieval systems, agentic architecture, evaluation frameworks, and enterprise-grade deployment patterns.
**Key Accountabilities:**
**AI Solution Engineering & Implementation:**
+ Build AI engineering applications at Trustmark and take full ownership of solution development and delivery.
+ Work with AI Solution Lead to implement AI solutions - agentic workflows, tool integration, orchestration patterns, retrieval and RAG design, guardrails, observability.
+ Convert solution designs into working prototypes, proof-of-concepts, and production-grade modules.
+ Develop agentic workflows, tool-calling flows, and automation steps using frameworks such as LangChain, LangGraph, LlamaIndex, AutoGen, and workflow tools like n8n.
+ Implement system integrations with enterprise APIs, databases, authentication layers, and cloud services.
+ Ensure all components meet performance, reliability, security, and compliance standards.
+ Technology Evaluation: Continuously evaluate emerging AI, GenAI, and agentic technologies, frameworks, and tools to propose innovative solutions and ensure the AI tech stack remains current.
**Product Delivery & Technical Execution:**
+ Translate business requirements into working AI solutions, focusing on coding, integration, and deployment.
+ Execute end-to-end delivery of AI features, from prototyping and testing to deployment, monitoring, and performance tuning.
+ Build and maintain production-grade pipelines for data ingestion, model training, and inference using MLOps best practices with focus on generative models.
+ Collaborate with internal teams to leverage advancements in generative AI for solution enhancements.
**Technical Support & Documentation:**
+ Provide technical troubleshooting and support for deployed AI solutions, ensuring smooth operation and quick resolution of issues.
+ Maintain detailed documentation of SDLC process, AI architecture, workflows, operational guidelines, and troubleshooting steps for maintainability and knowledge transfer.
+ Assist internal teams with technical queries related to AI solution deployment and integration.
**Minimum Requirements:**
+ Bachelor's degree in computer science, Data Science, or a closely related technical field.
+ 5+ years of hands-on experience in AI/ML engineering, applied data science, or intelligent systems
+ Hands-on experience developing and deploying solutions using traditional AI/ML solutions including predictive modeling, NLP, optimization, and anomaly detection.
+ Practical experience developing and deploying AI solutions using LLM and agentic frameworks - LangChain, LangGraph, LlamaIndex, AutoGen.
+ Strong hands-on proficiency in Python for application and ML development;
+ Solid data curation skills: experience organizing, validating, and maintaining high‑quality datasets; building reliable batch/stream workflows for ongoing retraining and data refreshing.
+ Proficient with foundational Generative AI models (e.g., Open AI, Llama, Gemini, Claude) and of fine-tuning techniques and prompt engineering.
**Preferred:**
+ Multi-Agent System Development: full functional development experience in designing and orchestrating multi-agent workflows, defining agent roles, communication protocols, task decomposition, and integration automation tools such n8n or similar workflow engines.
+ Expert-level certification and deep expertise in a major cloud provider's AI/ML stack.
+ MLOps: MLflow/Kubeflow, Docker/Kubernetes, CI/CD (GitHub Actions/Azure DevOps), plus feature stores/model registries.
+ Data engineering skills: experience with distributed processing, batch/stream pipelines, and reliable workflows for retraining and data refresh.
+ Insurance industry experience.
+ SQL and Spark experience.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$113,008.00 - $209,872.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for commission. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$113k-209.9k yearly 13d ago
Executive Director, Group Underwriting
Trustmark 4.6
Trustmark job in Lake Forest, IL
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
We are looking for an Executive Director, Group Underwriting to join us.
Provides strategic leadership and operational oversight for the Group Benefits underwriting organization, encompassing Group Life, Disability, Dental, and Vision products. Develops and executes underwriting strategies that balance growth, profitability, and risk management, ensuring the company maintains competitive, sustainable product offerings and delivers exceptional value to customers and distribution partners. Leads a team of underwriting professionals, drives modernization of underwriting practices and tools, and collaborates cross-functionally with actuarial, sales, product, and operations teams to support the company's overall strategic goals.
**Key Accountabilities:**
**Strategic Leadership & Management**
+ Build, develop and implement underwriting strategy aligned with corporate growth, profit, and risk management objectives for group products.
+ Lead, mentor, and develop a team of underwriting leaders and professionals, fostering a culture of accountability, excellence, and continuous improvement.
+ Partner with senior leadership to shape product and pricing strategy across Group Life, Disability, Dental, and Vision lines.
+ Drive transformation and automation initiatives to enhance underwriting efficiency and accuracy.
**Underwriting Oversight & Risk Management**
+ Oversee underwriting policies, practices, and risk selection standards to ensure compliance with corporate guidelines, regulatory requirements, and reinsurance agreements.
+ Ensure underwriting practices are consistent, data-driven, and aligned with actuarial principles and corporate profitability goals.
**Collaboration & Relationship Management**
+ Partner closely with Sales, Product, and Client Management teams to develop competitive proposals that meet client needs while maintaining profitability.
**Operational Excellence & Innovation**
+ Lead the adoption of advanced analytics, AI, and automation to improve risk assessment and pricing precision.
+ Continuously improve underwriting workflows, tools, and training programs to support scalability and consistency.
+ Other duties as needed/assigned.
**Minimum Requirements:**
+ Bachelor's degree in Business, Finance, Actuarial Science, or related field or equivalent experience.
+ 10+ years of progressive underwriting leadership experience in Group Benefits, with deep knowledge of Group Life, Disability, Dental, and Vision products.
+ Proven experience leading underwriting teams, setting strategy, and managing large or complex portfolios.
+ Strong financial and analytical acumen, with demonstrated success managing profitability and risk.
+ Experience collaborating with actuarial, product, and sales teams to achieve growth and margin targets
+ Expertise in leveraging data analytics and business intelligence tools to inform strategy and measure performance.
+ Familiarity with modern product management tools and Agile development methodologies.
+ Strong understanding of digital user experience (UX) and how to apply it to create an intuitive online insurance journey.
**Preferred:**
+ Experience with automated underwriting systems and leveraging technology to streamline complex processes.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$133,593 - $199,476 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$133.6k-199.5k yearly 60d+ ago
Fraud Analytics and Innovation Lead Analyst
Bank of America 4.7
Chicago, IL job
Charlotte, North Carolina;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Tampa, Florida; Chicago, Illinois; Jacksonville, Florida; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.**
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**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Summary:**
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
**Responsibilities:**
+ Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
+ Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
+ Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
+ Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
+ Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
+ Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
+ Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
+ Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
+ Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
+ Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
+ Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
+ Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
**Required Qualifications:**
+ Minimum 3 years SAS/SQL Coding knowledge and/or experience
+ Ability to manage multiple projects in a complex and rapidly-changing environment
+ Ability to work independently as well as part of a team
+ Demonstrate strong analytical skills
+ Previous risk/fraud analysis, strategy development, or related experience
+ Strong written and oral communication skills
+ Intellectually curious and willing to dive into complete issues\problems and solve
**Desired Qualifications:**
+ 5+ years of risk analysis, strategy development, or related experience
+ 5+ years of SAS or SQL Coding experience
+ Prior experience in Authentication, Fraud, Debit Card or other related risk fields
+ Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
+ Experience managing relationships and projects with external vendor partners
**Skills:**
+ Analytical Thinking
+ Business Analytics
+ Data and Trend Analysis
+ Fraud Management
+ Problem Solving
+ Collaboration
+ Innovative Thinking
+ Monitoring, Surveillance, and Testing
+ Presentation Skills
+ Risk Management
+ Data Visualization
+ Interpret Relevant Laws, Rules, and Regulations
+ Issue Management
+ Oral Communications
+ Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$74k-110k yearly est. 60d+ ago
Senior Trust Officer
Bank of America 4.7
Chicago, IL job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.
Responsibilities:
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Required Qualifications:
Minimum of five years of trust administration and estate planning experience
Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Demonstrates initiative and a proactive approach to problem solving
Creative though prudent approach to providing solutions within the bank's risk/reward profile
Proven ability to confidently close sales and meet or exceed revenue targets
Has good people/partner communication skills and is a team player
Displays a high level of savvy and sophistication regarding high-net-worth clients' concerns / issues
Ability to communicate and connect with high-net-worth clients
Desired Qualifications:
Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA
Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment
Skills:
Risk Management
Business Development
Client Management
Wealth Planning
Customer and Client Focus
Client Experience Branding
Client Solutions Advisory
Process Management
Decision Making
Presentation Skills
Prospecting
Financial Analysis
Attention to Detail
Critical Thinking
Planning
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110) Pay and benefits information Pay range$98,100.00 - $210,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$57k-88k yearly est. Auto-Apply 60d+ ago
Business Relationship Support Specialist
Wells Fargo 4.6
Hoffman Estates, IL job
**About this role:** Wells Fargo is seeking a Business Relationship Support Specialist as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* **In this role, you will:**
+ Be accountable for a complex portfolio of customers
+ Develop expertise in Inventory Finance, Equipment Finance, and Vendor Finance policies, procedures, including Background Investigation requirements
+ Develop expertise in compliance requirements related to BSA/AML policies and procedures
+ Identify opportunities for process improvements with the team
+ Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
+ Interact with internal customers
+ Receive direction from leader
+ Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
+ Partner with sales, relationship managers, underwriters, portfolio, and financial crimes operation teams to complete onboarding of new customers and make updates for existing customers
+ Process onboarding daily cases and manage the lifecycle to completion
+ Submit BSA/AML and Background Investigations orders to Screenings and Investigations (S&I) team
+ Review results of Background Investigations and make high level dispositions
+ Maintain awareness of updates to Cornerstone Onboarding requirements
+ Upload final documentation to document repository
+ Support with projects and adhoc requests as needed
+ Complete all on-line training requirements on time
+ Research and address Data Quality Issues in support of the Financial Crimes team's SOR Cornerstone
+ Experience of customer engagement for document collection to satisfy KYC/BSA/AML requirements
**Required Qualifications:**
+ 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ 1+ years of banking, compliance/, regulatory, and/or KYC/BSA/AML experience.
+ Good client service skills
+ Effective organizational, multi-tasking, and prioritizing skills
+ Good verbal, written, and interpersonal communication skills
+ Ability to work effectively, as well as independently, in a team environment
+ Familiarity with SharePoint or quick aptitude to learn
+ Intermediate Microsoft Office (Word, Excel, and Outlook) skills
+ Must be able to frequently handle complex deals and multiple deals simultaneously, with very short deadlines
+ Working knowledge of BSA/AML programs including KYC, CDD, EDD, CIP, and or other related risk and regulatory disciplines
+ Familiarity with Cornerstone
+ Team oriented and comfortable operating in a rapidly changing environment
+ Excellent written and verbal communication skills.
+ Strong problem-solving skills with attention to detail & accuracy
**Job Expectations:**
+ This position is not eligible for Visa sponsorship
+ This position offers a hybrid work schedule
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
+ May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
\#commercialbanking
**Location:**
+ 5595 Trillium Boulevard - Hoffman Estates, IL 60192
+ 10 South Wacker Drive- Chicago, IL 60606
Required locations listed above. Relocation assistance is not available for this position
**Pay Range:**
Hoffman Estates-Illinois Pay Range: $66,000 - $100,000 USD annual (this range may not be applicable to other locations)
Chicago-Illinois Pay Range: $66,000 - $100,000 USD annual (this range may not be applicable to other locations)
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$66,000.00 - $100,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
25 Jan 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-514647
$66k-100k yearly 5d ago
Private Mortgage Banking Associate Manager (SAFE)
Wells Fargo 4.6
Chicago, IL job
**About this role:** Wells Fargo is seeking a Private Mortgage Banking Associate Manager (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com (********************************************* .
**In this role you will:**
+ Coach, direct, and manage the sales activities of a small group of residential Private Mortgage Bankers under the direction of a Non-Producing Private Mortgage Banking Manager
+ Supervise individual contributors by directing and managing sales activities to ensure high level of customer service, timely completion, quality, and compliance in Private Mortgage Banking Sales
+ Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service
+ Make supervisory decisions and resolve issues related to team supervision, work allocation, financial resources, and daily operations; manage personal and team's pipeline to effectively manage customer loyalty
+ Leverage interpretation of policies, procedures, and compliance requirements while negotiating terms and taking applications
+ Identify opportunities for process improvement and risk control development in low complexity functional areas
+ Interact directly with external customers as well as collaborate and consult with peers, colleagues, and mid-level managers
+ Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
+ Manage allocation of people and financial resources for Private Mortgage Banking Sales
+ Be responsible for selection, evaluation, and development of staff within Private Mortgage Banking Sales
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 1+ years of Leadership experience
**Desired Qualifications:**
+ Basic Microsoft Office skills
+ Customer service experience
+ Excellent verbal, written, and interpersonal communication skills
+ Knowledge and understanding of sales prospecting and generating referrals
+ Documented retail residential mortgage purchase fundings over the past 12 months referred primarily from established, local, external sources
+ Mortgage industry experience
+ A BS/BA degree or higher
+ 1+ year of leadership or management experience
+ 1+ year of data analysis experience
+ 1 + year of recruiting experience
**Job Expectations:**
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ Reliable transportation
+ Ability to work nights, weekends, and/or holidays as needed or scheduled
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$0.00 - $0.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
26 Feb 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-512018
$28k-57k yearly est. 21d ago
Global Markets Public Sector Banking Summer Credit Analyst Program - 2027
Bank of America Corporation 4.7
Chicago, IL job
We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities.
Our Municipal Banking & Markets division offers Commercial and Investment Banking services, Sales & Trading and Treasury Management services to U.S. Municipal clients. Public Sector Banking, within Municipal Banking & Markets, is responsible for assisting clients with raising capital by offering privately placed credit facilities to be held on the Bank's balance sheet.
Job Description & Program Overview:
Public Sector Banking provides capital in the form of loans, letters of credit, and other credit products, and other traditional banking products and services. Our client base includes State and Municipal entities (cities, counties, school districts, transportation authorities, etc.)
As an active team member in Public Sector Banking, Analysts assist Underwriters and Credit Product Officers in credit origination for our clients as well as with portfolio monitoring activities. Your responsibilities as an Analyst may include:
* Participating in the underwriting of different credit transactions
* Supporting various financial analyses, including loan structuring
* Engaging in comprehensive and in-depth client and credit research
* Preparing presentations and other materials for clients
* Working on various one-time projects
* Interacting with deal team members and client
Qualifications:
* Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 with demonstrated academic achievement.
* 3.2 minimum GPA preferred.
* Eligible candidates must demonstrate a strong interest in finance and the public sector.
* You should possess a combination of academic aptitude, quantitative skills, strategic and creative thinking and distinguished written and oral communications skills.
* Ability to manage several projects at once and work effectively as an individual and as part of a team.
* Some common characteristics we look for include assertiveness, attention to detail, exceptional academic achievement, initiative, team focus, self-confidence, strategic and creative thinking capabilities, strong work ethic and communication skills, strong quantitative skills.
* A working knowledge of Microsoft Office (Excel, Word, and PowerPoint) are essential.
* A background in Finance or Accounting is preferred.
Location:
The internship will be located in our New York City location. However, full time positions are targeted in the following primary offices: Charlotte, NC; Chicago, IL; New York, NY; San Francisco, CA, Los Angeles, CA
Bank of America does not complete third party forms from colleges, universities, or other parties.
CA Disclosure Language: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
$56k-86k yearly est. 6d ago
Manual Ethical Hacker
Bank of America Corporation 4.7
Chicago, IL job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity.
This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business.
Key Responsibilities in order of importance:
* Perform assigned analysis of internal and external threats on information systems and predict future threat behavior
* Incorporate threat actors' tactics, techniques, and procedures into offensive security testing
* Perform assessments of the security, effectiveness, and practicality of multiple technology systems
* Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security.
* Prepare and present detailed technical information for various media including documents, reports, and notifications
* Provide clear and practical advice regarding managed risks
* Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills
Required Skills:
* Minimum of 4 years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment
* Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services
* SQL injection/XSS attack without the use of tools
* Experience performing manual code reviews for security relevant issues
* Experience working with SAST tools to identify vulnerabilities
* Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings
* Experience performing manual web application assessments i.e., must be able to simulate a
* Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies)
* Experience with vulnerability assessment tools and penetration testing techniques
* Solid programming/debugging skills
* Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map
* Threat Analysis
* Innovative Thinking
* Technology Systems Assessment
* Technical Documentation
* Advisory
Desired:
* CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar
* Strong programming/scripting skills
* Mobile application analysis
* Frida
* Binary analysis (disassembly skills)
Skills:
* Advisory
* Innovative Thinking
* Technical Documentation
* Technology System Assessment
* Threat Analysis
* Adaptability
* Collaboration
* Executive Presence
* Scenario Planning and Analysis
* Test Engineering
* Controls Management
* Information Systems Management
* Issue Management
* Mentoring
* Presentation Skills
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$94k-131k yearly est. 7d ago
Quantitative Finance Analyst
Bank of America 4.7
Chicago, IL 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 a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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 conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products.
Responsibilities:
Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers
Supports the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization
Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation
Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite
Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk
Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes
Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches
Skills:
Critical Thinking
Quantitative Development
Risk Analytics
Risk Modeling
Technical Documentation
Adaptability
Collaboration
Problem Solving
Risk Management
Test Engineering
Data Modeling
Data and Trend Analysis
Process Performance Measurement
Research
Written Communications
Required Education, Skills, and Experience
• Bachelor's degree with a quantitative emphasis in areas such as mathematics, engineering, or computer science
• Proven programming skills (Python, C++, SQL, or equivalent object-oriented programming), with relevant industry experience
• Ability to work well within a team based development environment
• Can effectively use modern software development and lifecycle tools enabling strong source control and code review
• Strong problem solving skills with the ability to tackle issues independently
• Ability to get to grips with a large and complicated systems
• Great communication skills, including the ability to write clear and concise documentation
• A team player who can work in well with existing systems while still finding a way to impart a personal style
Desired Skills and Experience
• Process automation experience a plus
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540), US - NJ - Jersey City - 525 Washington Blvd (NJ2525) Pay and benefits information Pay range$89,800.00 - $153,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$89.8k-153.3k yearly Auto-Apply 37d ago
Lead Payments Business Systems Consultant
Wells Fargo 4.6
Chicago, IL job
This Senior Payments Technology Business Systems Consultant role is dedicated to leading enterprise transformation initiatives, with a core focus on delivering measurable business outcomes. The position is responsible for designing and executing large scale transformation programs leveraging modern technology, agile methodologies, and robust governance whilst ensuring strategic communications support the adoption and success of transformational change.
In this role you will
* Lead the delivery execution office for the Payments Transformation program, ensuring the program is outcome driven and aligned with organizational objectives
* Oversee the establishment and governance of the program management office (PMO) with a strong emphasis on the transformation delivery agile practices and continuous improvement
* Provide JIRA governance ad execution oversight, ensuring best practices, automation, compliance and tool optimization and embedded across the complete program
* Build and lead global cross functional teams to delivery transformational change fostering a culture of accountability and innovation
* Develop, plan, and execute comprehensive communications strategies to support transformation delivery, ensuring stakeholder alignment, transparency and engagement at all levels
* Facilitate strategic planning and prioritization of transformation roadmaps, managing interdependencies and ensuring delivery against defined milestones and outcomes
* Oversee large scale technology and process modernization efforts including system replacements, integrations, and data migrations, with a focus on realizing business value
* Deliver executive level reporting and data driven updates, highlighting progress toward transformation outcomes and proactively addressing risks and issues
* Advise senior leadership on IT delivery methodology, governance process improvements, and change management strategies to accelerate transformation and maximize impact
Required Qualifications:
* 7+ years of experience leading organizational transformation, program and portfolio management and business process optimization, with a proven record of delivering against outcomes
* 7+ years of hands-on JIRA, SharePoint and Confluence administration experience, including governance, automation, and compliance outsight in transformation environments
Desired Qualifications:
* Demonstrated success in managing global IT enabled transformation initiatives and complex programs to achieve measurable business results
* Deep demonstrable experience in agile and waterfall methodologies and strategic planning
* Demonstrable experience in communications strategy planning and execution to support and drive stakeholder engagement
* Experience with key governance and software delivery and agile delivery tools such as JIRA, Confluence, SharePoint and MS Office
* Proven ability to build and lead global teams, drive operational efficiency and consistently deliver results within budget and on time
* Advanced degree (MBA preferred) in business, finance, engineering or related fields
Job Expectations:
* This role is not available for sponsorship
* Hybrid work schedule: 3 days in-office per week
* Ability to interact with third-party vendors and technology service providers
* Lead resolution of complex challenges requiring innovation, strategic thinking, and cross-functional collaboration
Locations:
106393-IL-10 S Wacker, Chicago
300 S Brevard St., Charlotte, NC 28202
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$139,000.00 - $239,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
24 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$78k-109k yearly est. 8d ago
Infrastructure Solution Engineer
Trustmark 4.6
Trustmark job in Lake Forest, IL
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Responsible for leading the technical requirements, gathering, and design sessions with stakeholders as it relates to infrastructure service systems (cloud and/or on-premises). Translates service and product vision to the MSP team, disseminating knowledge, technical requirements, and design documentation. Identifies and evaluates project constraints and risks. Researches and monitors new technologies, frameworks, and tools that would improve process and optimize technological capabilities to meet business needs. Drives MSP to scopes, designs, and presents Proof of Concepts that have potential, analyzing for technical feasibility and implementation risks. Ensures solutions are in alignment to existing enterprise architecture framework and business standards. Serves as a technical resource for design implementations across teams. Creates solution designs based on conceptual design and stated business requirements. Identifies and evaluates new technologies for implementation. Participates in service design meetings and analyzes user needs to determine technical requirements. Ensures solutions align to business and IT strategies. Participates in defining roadmaps for one or more infrastructure technical services. Maintains service life cycle management which consists of change, operational readiness, and new and deprecating technical features.
Key Accountabilities:
+ Collaborate with leadership to define technical roadmaps and strategies.
+ Drive innovation and explore new technologies to improve existing solutions.
+ Lead the design of complex infrastructure service solutions.
+ Approves specifications and sets standards.
+ Collaborates with cross functional teams on the design implementation of infrastructure service solutions.
+ Understands and solves business problems and provide alternative solutions.
+ Collaborates with user to incorporate feedback and influence the application/product design.
Minimum Requirements:
+ Bachelor's Degree and/or 6 - 8 years of related experience.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$100,158.00 - $186,008.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for commission. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$100.2k-186k yearly 60d+ ago
Wealth Management Specialist
Bank of America 4.7
Northbrook, IL job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
This EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role.
The Elite Growth Practice (EGP) Wealth Management Specialist position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
This Elite Growth Practice (EGP) ) Wealth Management Specialist is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns
Documents client interactions and provides team members with time sensitive updates
Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
Provides advice and assists with training for team members
Required Qualifications:
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
Obtain and/or maintain at least one firm approved designation
Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management
Possess and demonstrate strong communication skills
Demonstrate an understanding of how to deliver a strong overall client experience
Thorough knowledge and understanding of the suite of Wealth Management products and services
Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
Strong partnership and relationship management skills; ability to work across Elite Growth Program (EGP) functions and organizational lines/levels
Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority
Analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk
Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals to support responsible growth
Skills:
Account Management
Business Acumen
Customer Service Management
Client Management
Portfolio Management
Referral Identification
Referral Management
Relationship Building
Administrative Services
Process Simplification
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - IL - Northbrook - 1033 SKOKIE BLVD (IL3518) Pay and benefits information Pay range$25.00 - $45.00 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$25-45 hourly Auto-Apply 11d ago
Executive Director, IT Finance
Trustmark 4.6
Trustmark job in Lake Forest, IL
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Senior member of the Finance team supporting all aspects of financial reporting, analysis, and accounting for the Enterprise IT Department. Directly responsible for direction, oversight, and reporting of key financial and operational metrics for IT and the broader Trustmark Company. Responsible for monthly forecasting, timely business review processes, management of the annual budget process and various analyses designed to improve transparency and discipline around financial decisions. Key liaison to various other functional areas, both within IT, and across the organization.
**Key Accountabilities**
+ Manage total IT spend including EPMO projects and determining post project impact on IT costs
+ Act as key finance support to CIO, informing of expense trends, financial impact of IT initiatives, considerations of contract renewals and deviations in timing of projects
+ Design, build, and manage a robust portfolio of financial reports to support both financial and IT operational metrics via an automated and repeatable dashboard solutions.
+ Leverage recommended best practices for use of reports and metrics by all levels of IT ,as well as the business units and functions.
+ Deliver monthly and annual reporting of resource and expense level actual and forecasted budgetary performance, with analysis of current spend, projected spend and consolidation of budget detail
+ Prepare and analyze month-end and variance reports. Ensure accurate and timely reporting and analysis of financial data.
+ Research, analyze and document moderate to complex financial analysis in support of IT projects and initiatives.
+ Serve as primary liaison between IT and Finance to ensure financial accounting needs are met. Act as a focal point for interpretation of accounting policies and procedures.
+ Ensure appropriate accounting of IT expenditure in partnership with EPMO and other involved departments or functions and ensure accuracy of project-level and financial accounting.
+ Provide accounting expertise to IT when special projects arise. Present accounting information to IT Leadership team.
+ Preparing CBAs for IT investment proposals
+ Developing logical chargeback strategy to include billing and cost allocations of Enterprise Technology Services.
+ Partner with the IT leadership team and various business divisions to analyze service components, gather cost details, and develop service pricing structure.
+ Create and maintain formal documentation of key IT Financial Management processes
+ Other duties as needed/assigned.
**Minimum Requirements**
+ 4 Year college degree required with concentration in Finance, Accounting, or related field.
+ +10 years of experience in Finance and/or Accounting
+ 2-5 years of experience supporting finance in IT function.
+ Strong verbal & written communication skills with ability to create clear, concise executive quality presentations.
+ Strong problem-solving skills, analytical orientation, and an ability to structure an issue and analyze alternative solutions.
+ Demonstrated skills in fact-based analysis, presentations, and highly collaborative interpersonal interactions.
**Preferred:**
+ MBA and or CPA.
+ Skilled at data mining & producing business intelligence type reporting for management information.
+ Strong technical skills in Tableau, Longview, Excel & Access.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$133,593 - $199,476 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$133.6k-199.5k yearly 60d ago
Private Mortgage Banking Associate Manager (SAFE)
Wells Fargo 4.6
Chicago, IL job
About this role: Wells Fargo is seeking a Private Mortgage Banking Associate Manager (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: * Coach, direct, and manage the sales activities of a small group of residential Private Mortgage Bankers under the direction of a Non-Producing Private Mortgage Banking Manager
* Supervise individual contributors by directing and managing sales activities to ensure high level of customer service, timely completion, quality, and compliance in Private Mortgage Banking Sales
* Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service
* Make supervisory decisions and resolve issues related to team supervision, work allocation, financial resources, and daily operations; manage personal and team's pipeline to effectively manage customer loyalty
* Leverage interpretation of policies, procedures, and compliance requirements while negotiating terms and taking applications
* Identify opportunities for process improvement and risk control development in low complexity functional areas
* Interact directly with external customers as well as collaborate and consult with peers, colleagues, and mid-level managers
* Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
* Manage allocation of people and financial resources for Private Mortgage Banking Sales
* Be responsible for selection, evaluation, and development of staff within Private Mortgage Banking Sales
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 1+ years of Leadership experience
Desired Qualifications:
* Basic Microsoft Office skills
* Customer service experience
* Excellent verbal, written, and interpersonal communication skills
* Knowledge and understanding of sales prospecting and generating referrals
* Documented retail residential mortgage purchase fundings over the past 12 months referred primarily from established, local, external sources
* Mortgage industry experience
* A BS/BA degree or higher
* 1+ year of leadership or management experience
* 1+ year of data analysis experience
* 1 + year of recruiting experience
Job Expectations:
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* Reliable transportation
* Ability to work nights, weekends, and/or holidays as needed or scheduled
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$0.00 - $0.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
26 Feb 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.