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  • Contact Center Account Services Representative

    U.S. Bank 4.6company rating

    U.S. Bank Job In Arizona Or Remote

    Contact Center Account Services Representative page is loaded **Contact Center Account Services Representative** **Contact Center Account Services Representative** locations Remote, OHRemote, AZ time type Full time posted on Posted 8 Days Ago job requisition id2024-0026895 At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. ****Job Description**** Establishes and maintains great working relationships with assigned business accounts, serving as the main day-to-day contact between program administrators or relationship managers. Answers, researches, and resolves operational problems experienced by the customer utilizing the Consultative Account Management approach with every client interaction. Focuses on being a strategic resource by assisting with delinquency management, client systems and program implementations; promotes standards with clients and processes by exiting paper reports or other non-efficient program management techniques and facilitating the adoption of electronic and web-based solutions. Lifts quality through identifying and reporting issues and maintaining an accurate accounting of assigned portfolio specifics. Maintains high service satisfaction by following up on client inquiries, providing training, and providing updates. Coordinates and interacts with internal teams and individuals to ensure high levels of service delivery. Extremely high client facing position where duties involving customer contact performed primarily through telephone or email communication methods. *This role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week.* ***Locations: This role is to be located in Cincinnati, OH or Tempe, AZ*** **Basic Qualifications** - High school diploma or equivalent - Typically, two to three years of customer service experience **Preferred Skills/Experience** - Effective verbal, written, and interpersonal communication skills - Proven customer service/relations skills including the ability to deal effectively, tactfully, and knowledgeably with customers and non-customers in handling complaints, problems, and general inquiries - Effective telephone skills including listening and demonstrating courtesy, empathy, and accuracy - Basic knowledge of all relevant operational processes and procedures and company products and services - Proficient in and able to navigate all relevant computer systems in order to pull reports, shadow clients, and troubleshoot technical issues, etc. - Ability to perform interest calculations and account adjustments - Strong analytical and problem-solving skills - Ability to manage multiple tasks/projects and deadlines simultaneously -Previous Call Center experience with high level of customer service - Strong computer skills with working on multiple programs -Experience with self-direction in remote work -Confident in educating customers with options and strong communication skills to solve for customer needs - Previous Auto, or Banking experience preferred **Hours: Eastern Time Zone; 8:00am-4:30p; 8:30a-5pm; 9:00am-5:30pm; 9:30am-6pm; 10:00am-6:30pm; 10:30am-7pm; 11:00am-7:30pm; 12:00pm- 8:30m; 12:30pm- 9pm; 1:30-pm- 10pm** **INDJS** If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law **EEO is the Law** U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO poster. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $26.39 - $29.03U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. U.S. Bank accepts applications for this position on an ongoing basis. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
    $20-26.4 hourly 28d ago
  • Program/Project Manager

    U.S. Bank 4.6company rating

    U.S. Bank Job In Missouri Or Remote

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description U.S. Bank is seeking the position of Program/Project Manager in Earth City, Missouri. This position is with Talech, Inc., a U.S. Bank company. Essential Responsibilities: The Program/Project Manager will be responsible for supporting a Point of Sale (POS) product by ensuring consistent and compliant production releases. Managing information and processes via ServiceNow, JIRA, and Confluence that will be utilized by the Scrum Teams assigned to development of the POS product. Planning and scheduling software releases across the enterprise, and managing activities for building and maintaining software release process from beginning to end across multiple product portfolios. Maintaining quality of software preproduction and production environments through a managed rollout of new software versions within the managed infrastructure. Coordinating with large multi-disciplined teams such as Product, PMO leads, DevOps, Customer Success and other cross-functional teams to ensure execution of the software development life cycle to allow software/hardware releases, hotfixes and go-to-market launches. Managing software release scope through defined criteria and ensure creation of a communications plan, roles and responsibilities, and creation of back-out and quality plans to improve communication and transparency within each software release. Creating, maintaining, and overseeing utilization of policies and procedures for configuring and rolling out new software releases and associated technical and non-technical considerations. Ensuring software releases are traceable, secure, tested, and authorized, with acceptance and sign off from all impacted areas for each software release. Providing a single point of contact between Product, Engineering and Customer Success teams for release question. Organizing and leading software release readiness and post implementation reviews. Position may allow working from home within commuting distance of worksite location. Multiple openings. Basic Qualifications: Requires a Bachelor's degree (or foreign equivalent) in Computer Science, plus 5 years of experience as a Release Manager, or related. Required Skills/Experience: Must possess 5 years of experience with: (a) managing the lifecycle of software delivery and Go To Market strategy/releases; (b) ensuring production environment quality through a managed rollout of new versions within the managed infrastructure; (c) conducting Release Readiness reviews, Milestone Reviews, and Business Go/No-Go reviews; (d) creating and maintaining detailed feature, hotfix, and go to market release plans to meet strategic objectives and minimize/eliminate customer impact; (e) acting as a liaison between Product, Engineering and Customer Success teams for release question, organizing and leading release readiness and post implementation reviews; (f) utilizing ServiceNow to create reports/dashboards to publish ticket status; and (g) experience in each of the following skills: Agile Methodologies; Agile project management principles; JIRA and Confluence. Experience may be gained concurrently. Base pay range may vary if an offer is made for work in a different location. Pay Range: $117,000 - $144,400. (#LI-NDI #LI-DNI #LI-DNP #DE-DNP). If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law EEO is the Law U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. U.S. Bank accepts applications for this position on an ongoing basis.
    $117k-144.4k yearly 10d ago
  • Senior Premier Banker - Great Falls Branch - Great Falls, VA

    Wells Fargo Bank 4.6company rating

    Great Falls, VA Job

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs May study and test for additional licenses (Series 7 and Series 66) once the minimum licensing requirements are met 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 SAFE. 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: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s) 3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking options Experience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. 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 This position is not eligible for Visa sponsorship Posting End Date: 29 Sep 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $65k-120k yearly est. 60d+ ago
  • Associate, Commercial Loan Servicing Operations (Agency Syndications)

    Capital One Careers 4.7company rating

    Remote or Plano, TX Job

    Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hub locations in Plano, TX or Richmond, VA. Capital One Commercial Core Operations is looking for an experienced candidate to support the growing Commercial Loan Servicing Operations Team. This position supports agent syndicated loans within Corporate Banking, so solid product knowledge is a must. The role includes analytical components related to various loan accruals, manual calculations with ongoing reconciliation and remediation. Strong communication skills and product knowledge are critical to success, as well as working collaboratively with stakeholders to help facilitate ongoing change management. Primary Role Functions Include: Manage an agent syndicated portfolio of active credit facilities as the Loan Operations Servicer for a variety of the Commercial Corporate Banking line of business Process loan requests (disbursements, pay downs, payments, etc.); interest and exchange rate fixing, interest and fee calculations, billing and liquidations Manage high volumes of transaction processing and email correspondence with precision, ensuring all tasks are completed accurately and compliant with documented SLA's Manage and maintain effective oversight across multiple workflow tools including Gmail, Slack, Salesforce, Customer Hotline Maintain relationships with various lines of business, participant banks/co-lenders and partner teams to include escalation, resolution and risk management Partner with respective business units and other internal teams to align needs and provide operational support Perform & drive team account management, exception reporting, cash breaks analysis and reconciliations within established SLA's Ability to accurately interpret credit agreements, promissory notes etc. in order to determine operational feasibility and maintain data integrity of the commercial loan system of record (ACBS) Engage and contribute in virtual and in person forums with business partners, peers, senior leadership and direct team on a regular basis Communicate directly with customers & participants for all loan related requests, resolving and expediting inquiries, discrepancies, and special requests via email and telephone Contribute effectively to organizational initiatives, drive team goals and foster a culture of continuous improvement, engagement and inclusivity Work from Home Technology Requirements: A secure home office environment that is free from background noise and distractions A reliable private internet connection that is not supplied via cellular data or hotspot A private network that is password protected where you have ownership or line of sight to every device on the network Internet service must be provided by Cable or fiber Internet Service Provides (ISP) Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred To validate ISP speeds from a Chrome browser, go to www.google.com, type Speed Test and run from the Google landing page Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience. Work from Home Living Requirements: Candidates must live within approximately 50 miles of one of the hub locations based in 75024 or 23238 and be comfortable coming in person whenever required with no less than 24 hours notice. Basic Qualifications: High School Diploma, GED or equivalent certification At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs) At least 1 year of Agent Syndication Loan Closing or Agent Syndication Loan Servicing experience At least 1 year of experience in Commercial Banking Operations Preferred Qualifications: Bachelor's Degree 1+ years of systems experience in ACBS 1+ years of systems experience in Salesforce 2+ years of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs) 2+ years of Agent Syndication Loan Closing or Agent Syndication Loan Servicing experience 3+ years of experience in Commercial Banking Operations At this time, Capital One will not sponsor a new applicant for employment authorization for this position. #CommOps The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Plano, TX: $64,700 - $73,900 for Ops Associate Richmond, VA: $64,700 - $73,900 for Ops Associate Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $64.7k-73.9k yearly 1d ago
  • Associate, Tax Credit Operations (New Market Tax Credit and Alternative Energy)

    Capital One Careers 4.7company rating

    Remote or Charlotte, NC Job

    Plano 1 (31061), United States of America, Plano, TexasAssociate, Tax Credit Operations (New Market Tax Credit and Alternative Energy) Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs in Charlotte, NC, Plano, TX or Richmond, VA. Tax Credit Operations supports the Capital Markets line of business in the Commercial Bank division of Capital One, consisting of a portfolio of tax credit investment products including New Market Tax Credits and Alternative Energy Tax Credits. Associates on the Tax Credit Operations team develop expertise in areas such as: closing, booking funding, servicing and account reconciliation. Responsibilities: Manage a portfolio of active credit facilities and equity investments for New Markets Tax Credit and Alternative Energy Tax Credit loans and investments Process loan and equity requests (draw downs, pay downs, interest payments); interest and exchange rate fixing, manual interest and fee calculations, as well as, billing and liquidations Work closely with respective business units and other internal partners to align needs and provide support as needed Perform manual loan tracking enhancements, cash breaks analysis, reconciliations of interest fees and letters of credit, and comprehensive testing of system enhancements Review of, and extraction from, legal documents for compliance, interpretation and operational viability Develop, design, and implement inter-departmental controls, risk-reducing processes Serve as liaison for both borrowers, lenders and investors by responding, resolving, and expediting inquiries, discrepancies, and special requests Establish and maintain Customer Satisfaction through positive and constructive client relations Role Expectations: Delivers quality work and process efficiencies on a consistent basis Ability to prioritize workflow and manage multiple assignments or deliverables at once Ability to operate and excel in a team environment while maintaining professionalism and respect for team members and Capital One associates On-time and accurate execution of workflow Associate should be comfortable organizing, preparing, and executing ad-hoc presentations for team members and stakeholders Associate should be motivated to learn complexities of Tax Credit products, as well as, demonstrate an understanding of the products and processes supported by team to both immediate team members & partner groups Associate should possess excellent communication and interpersonal skills in order to interact effectively with Internal and External stakeholders Highly motivated professional, possessing strong analytical thinking, problem-solving skills, and attention to detail Associate should possess and be willing to contribute to the development of financial industry “Skills of the Future” which include but are not limited to: Tech Fluency - Candidate has a desire to understand top-level technology trends and the possibilities these trends offer their team and their LOB Design Mindset - Candidate doesn't just optimize, he or she challenges assumptions and constraints with the process Workload Management - Candidate gathers information from a broad range of sources to make the best decisions and work efficiently Adaptive Thinking - Candidate can consider different viewpoints that conflict with their natural bias Work from Home Technology Requirements: A secure home office environment that is free from background noise and distractions A reliable private internet connection that is not supplied via cellular data or hotspot A private network that is password protected where you have ownership or line of sight to every device on the network Internet service must be provided by Cable or fiber Internet Service Provides (ISP) Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred To validate ISP speeds from a Chrome browser, go to www.google.com, type Speed Test and run from the Google landing page Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience. Work from Home Living Requirements: Candidates must live within approximately 50 miles of one of the hub locations based in 28203, 75024 or 23238 and be comfortable coming in person whenever required with no less than 24 hours notice. Basic Qualifications: High School Diploma, GED, or equivalent certification At least 1 year of experience in banking operations Preferred Qualifications: Bachelor's Degree or Military experience 2+ years of experience in Commercial Loan Servicing or Commercial Loan Operations 2+ years of experience using Advanced Commercial Banking System (ACBS) At this time, Capital One will not sponsor a new applicant for employment authorization for this position. #CommOps Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $73k-93k yearly est. 5d ago
  • Relationship Banker - Leesburg Main Branch

    Wells Fargo Bank 4.6company rating

    Leesburg, VA Job

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: Participate in building relationships with customers and spend time understanding required needs Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers Present recommendations for resolving inquiries and service requests regarding customers' accounts Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers Provide information to internal partners and external sources to further enhance the customer experience Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs Provide self-service digital banking options to customers 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 SAFE 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 customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) Customer service focus with experience handling transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Strong verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Ability to be proactive, innovative, and creative in meeting customer and enterprise needs Ability to make client calls and actively participate in the sales development process Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer- coaching Experience assessing customer needs and recommending products/services to fulfill those needs Experience using business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance 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) web site (************************************************* 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 This position is not eligible for Visa sponsorship Posting Location: 30 Catoctin Cir SE Ste A LEESBURG, VA 20175 Posting End Date: 22 Sep 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $27k-35k yearly est. 60d+ ago
  • Dealer Relationship Manager - Virginia Market

    Jpmorgan Chase & Co 4.8company rating

    Ashburn, VA Job

    The Chase Auto Private Label Captive Finance business has more than 20 years in the captive finance business and is the largest bank-owned private label captive finance provider in the U.S. We serve as the captive finance partner to seven domestic and global auto manufacturers. As a Dealer Relationship Manager in Auto Finance, you will motivate new and existing auto dealers to use Subaru Motors Finance (SMF) for indirect retail/lease financing. In this role you will perform the following functions and manage a territory in state of Virginia and DC market. Job responsibilities Sign up dealers to programs in the local market. Interface directly with all dealership personnel including training dealers on contracts, worksheets, and leasing. Inform dealers of policy, procedures and price changes. Develop pricing/program recommendations for territory. Act as liaison between dealers and Dealer Service Center where credit decisions are made. Liaise between the manufacture's regional office Subaru of America programs and initiatives. Monitor ongoing dealer performance such as efficiency ratios, delinquency, losses, profitability, etc. Increase and maintain required market share levels and attain volume plan at acceptable business levels. Train dealers on all consumer and commercial products. Required qualifications, capabilities, and skills Underwriting experience within the auto finance industry Demonstrated people management skill an ability to influence Excellent verbal and written communication skills Experience managing a sales territory Knowledge of indirect auto finance industry Excellent sales presentation skills to motivate new clients to use services and product Thorough knowledge of indirect finance products (retail/lease) Excellent verbal and written communication skills Demonstrated ability to establish and maintain client relationships Willing to travel up to 50% locally Preferred qualifications, capabilities, and skills Consumer leading and commercial product knowledge.
    $52k-86k yearly est. 14d ago
  • Data Center Security Shift Manager

    Wells Fargo 4.6company rating

    Sterling, VA Job

    About this role: Wells Fargo is seeking a Corporate Security General Associate Manager in Sterling, VA. In this role, you will: * Supervise varying levels of professionals in consulting and risk-based security products and services based on defined protocols, tasks and processes to ensure timely completion, quality and compliance Corporate Security * Identify opportunities for developing, recommending, and implementing physical security equipment standards and policies to minimize the associated risks of criminal incidents against company assets, team members, or customers * Make day-to-day supervisory and tactical decisions and resolve issues related to coordination, installation, upgrade, conversion or servicing of alarm systems, access controls, cameras and all other types of physical security equipment under direction of Corporate Security management * Leverage interpretation of policies, procedures, and compliance requirements * Collaborate and consult with Vendors, Colleagues and managers * Manage allocation of people and financial resources for Corporate Security * Be responsible for selection, evaluation, and development of staff Required Qualifications: * 2+ years of Corporate Security experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 1+ year of Leadership experience Desired Qualifications: * Experience in one of or a combination of the following: Military (Career/Military Police/Military Elite Forces), Law Enforcement (Police Academy Graduate), TSA security screening, Correctional Facility (Correction Officer), Documented, formal, leadership training through one of the disciplines or accredited university programs. * Must understand working in a highly regulated work environment surrounding screening and access control systems. * Knowledge and understanding of Access Control, CCTV, and Alarm, Systems operations. (Lenel, Verint, Biometrics) * Strong communications skills. Job Expectations: * Ability to work nights, weekends, and/or holidays * Flexibility to address incidents as needed 24 hours a day * Relocation assistance is not available for this position * This position is not eligible for Visa sponsorship * Based on applicant volume the posting may come down early Locations: * Sterling, Virginia Posting End Date: 22 Jan 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $90k-123k yearly est. 12d ago
  • Part Time Associate Banker Chicago Far South (30 hours)

    Jpmorgan Chase & Co 4.8company rating

    Remote Job

    We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $24k-52k yearly est. 3h ago
  • Consumer Product Strategy Analyst III - Fraud Model Governance Analyst

    Bank of America Corporation 4.7company rating

    Richmond, VA Job

    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! Job Description: This job is responsible for performing more complex analysis and modeling to minimize loss exposure and negative impacts to the customer experience. Key responsibilities include utilizing a variety of systems such as Excel, SAS, SQL, Tableau, and other relational data bases to provide analytical support on strategies, ensure goals are met, and propose policy and procedural changes within segmentation structures to produce optimal results. Job expectations include evaluating data to assess potential fraud risk and create mitigation strategies. Responsibilities: * Recommends ways to help the business achieve desired outcomes and make informed business decisions using data analysis outputs * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Leads coordination of the production of product performance reports and updates for senior management Fraud Prevention and Detection is looking for a model validation professional to join our team and help us combat financial crime. In this role you will be responsible for: * Developing advanced technical documentation for internally- and vendor-developed models * Working closely with developers to understand how the model works and provide effective challenge to not only push back on methodology but also ensure results are accurate * Partnering with technology and model users to schedule deployments and planning ahead for future model installations * Working with independent model risk management, legal and compliance teams to ensure models are fully validated and approved for usage * Producing analytics to ensure early model results look consistent with expectations * Conducting regular model monitoring and sharing performance results and analytical insights with model stakeholders and users * Supporting Bank policy for Artificial Intelligence models and ensuring any risks of using advanced techniques are identified and mitigated * Tracking model changes after deployment and ensure appropriate documentation reflects any adjustments, patches or updates * Driving model performance analytics above and beyond Model Risk Management policy requirements, including granular performance monitoring, early trend detection, root cause analysis, and gap analysis Skills: * Business Analytics * Business Intelligence * Data Quality Management * Fraud Management * Monitoring, Surveillance, and Testing * Collaboration * Data Visualization * Oral Communications * Problem Solving * Written Communications * Analytical Thinking * Critical Thinking * Data and Trend Analysis * Innovative Thinking * Research This position is not eligible for sponsorship. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Required qualifications: * A minimum of 3 years of experience in model validation or development is required * Must be proficient with SQL and SAS * Excellent technical writing skills * Critical problem solving abilities including selection of data and deployment of solutions * Excellent communication and influencing skills * Thrives in fast-paced and highly dynamic environment * Intellectual curiosity and strong urge to figure out the "whys" of a problem and come up with creative solutions Desired Qualifications: * Advanced Quantitative degree (Masters or PhD) * 5+ years of experience working in model validation. Experience in financial services (following SR-11-7 guidance is very desirable) * Proficiency with Python and Tableau Shift: 1st shift (United States of America) Hours Per Week: 40
    $71k-103k yearly est. 31d ago
  • Investment Consultant - Wealth Management Advisory Center

    U.S. Bank 4.6company rating

    U.S. Bank Job In Tempe, AZ Or Remote

    **Investment Consultant - Wealth Management Advisory Center Job Id 2024-0027104 Posted Date 12/16/2024 Job Type Full time Job available in 2 locations * Gresham, OR, United States * Tempe, AZ, United States Job available in 2 categories. * Sales & Relationship Management * Wealth Management** At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. ****Job Description**** As an Investment Consultant in the Wealth Management Advisory Center, you will primarily be responsible for providing personalized financial consulting services through telephone conversations. You will receive calls while managing a queue as well as proactively contact and profile customer's/prospect's financial situations to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like. You will also source clients/prospects through referrals received through our affiliate partner, U.S. Bank, as well as other sources. No cold prospecting is done in this role. You will hold consultative goal-based conversations with clients over the phone and leverage technology to enhance the interaction. You will help clients achieve their investment objectives leveraging a limited product suite and refer clients on when those products are not appropriate. The Investment Consultant role focuses on client acquisition and will leverage other avenues for the ongoing service model of clients. We offer flexibility in scheduling, employing a hybrid work model that allows you to work at home 2 days a week. **Schedule: M-F; 9:30am-6pm CST** **** Schedule can vary**** Our compensation model offers a competitive base salary with a quarterly variable compensation plan. **Basic Qualifications** - Bachelor's degree, or equivalent work experience - At least six months of financial services, investments, or related experience - One to two years of job-related experience in a financial sales position - FINRA licenses: Series 7, 63 and 65 or Series 7 and 66 *- Partially licensed candidates will be considered. Under-licensed candidates will have 6 months to complete required licensing.* **Preferred Skills/Experience** - Spanish Speaking - Applicable state licenses - CRPC, CFP designations - Demonstrated sales and marketing abilities - Strong analytical skills to assess client needs - Proficient computer navigation skills using a variety of software packages including Microsoft Office - Ability to manage multiple tasks/projects and deadlines simultaneously - Well-developed analytical and problem-solving skills - Excellent interpersonal, verbal and written communication skills - Past experience with salesforce and MoneyGuide pro - A passion for building relationships with clients If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law **EEO is the Law** U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO poster. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $24.18 - $32.21 - $35.43U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date. Describe your experience with paid parental leave Answered by: Caitlin Talent Sourcer Describe your experience with paid parental leave Answered by: Caitlin Talent Sourcer **Wealth Management** Whether you're a financial advisor, financial analyst, private banker or portfolio manager, you and your team will work together to provide a personalized wealth planning experience and help your clients work toward their financial goals. **Benefits** The well-being of you and your family matters. That's why the benefits you'll receive are designed to help you boost your health, protect your financial security and give you peace of mind. Location Seattle, WA, United States Location Seattle, WA, United States Location Portland, OR, United States Location Medford, OR, United States Loca
    $24.2-32.2 hourly 28d ago
  • Senior Corporate Counsel - Foreclosure Attorney

    Us Bank 4.6company rating

    Us Bank Job In New York, NY Or Remote

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description U.S. Bank is seeking an attorney to join the Law Division's Consumer Default Management legal team to support U.S. Bank's Consumer and Business Banking Operations' (CBBO) mortgage foreclosure business. U.S. Bank is a leader in the mortgage industry, offering a variety of banking and lending services, including residential mortgages and home equity loans across all 50-states. In connection with those products and services, key roles and responsibilities for this position include: * Providing legal support to CBBO's mortgage foreclosure business line, assisting the business line with strategy, application of applicable laws, regulations, and policies * Advising the business line as to associated risk and assisting with management of heightened risk events * Interacting with operations, risk, and compliance partners to ensure compliance with applicable laws and regulations, GSE and other investor requirements, as well as U.S. Bank internal policies and procedures * Facilitating communication with and managing outside legal counsel, as needed * Collaborating with internal partners to review and resolve consumer complaints related to foreclosure, including identification of emerging trends or risk. This position offers candidates a career with exposure to a variety of legal issues, while working with various departments at U.S. Bank as a trusted legal and business advisor. This position is expected to be located in Minneapolis, Minnesota (although other locations will be considered), is a hybrid position (3+ days in-office and remote work). Location Expectations The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. Basic Qualifications * Licensed by and in good standing with the appropriate state bar association or other appropriate state attorney licensing authority Preferred Skills/Experience * Five or more years practicing law in an in-house legal department or at a law firm, preferably providing legal support related to mortgage default and foreclosure. * Prior experience in residential mortgage default or foreclosure law. * Strong knowledge of RESPA and TILA, familiarity with investor requirements. * Well-developed analytical skills. * Ability to work independently with minimal supervision. * Comfort with and interest in working on a variety of legal matters. * Excellent written, oral, and interpersonal communication skills. * Strong commitment to client service. We are proud that U.S. Bank has been recognized as a World's Most Ethical Company by the Ethisphere Institute and has been named the #1 Most Admired Superregional Bank by Fortune magazine. Successful candidates for a position in the U.S. Bank Law Division support U.S. Bank's core values, which guide what we do every day: * We do the right thing. * We power potential. * We stay a step ahead. * We draw strength from diversity. * We put people first. In the U.S. Bank Law Division, we honor those values through our mission: "we guide our clients to remarkable results with expert legal counsel and ethical leadership." Our commitment is evident in the work we do, not only for the Bank, but for our communities. The Law Division has received several awards for its pro bono contributions, including the Minnesota Corporate Pro Bono Council's "Excellence in Pro Bono Award," and we encourage our legal professionals to contribute time and expertise to pro bono work as part of their role. In addition, the Law Division has been recognized for its leadership and engagement in Diversity, Equity, and Inclusion initiatives. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law EEO is the Law U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00 - $172,590.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
    $133.4k-156.9k yearly 34d ago
  • Business Card Consultant - National Sales (multiple positions)

    U.S. Bank 4.6company rating

    U.S. Bank Job In Washington, DC

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** The Business Card Consultant is part of the National Sales Team which is responsible for prospecting and bringing in new to bank business. They're focused on large customers, preferably over $25 million in annual revenue. Consultants go in with discovery to learn about the priorities of the business and purchasing habits and come back with recommendations. They look at all forms of payment to pay for goods and services and show the business how they can be more strategic with a card program, for example better cash flow or add value with rewards. They develop profitable business account relationships and increased profitability from existing and new accounts. They also implement and maintain an effective referral network and call program to promote sales. They will not have an internal lead source, thus all business is 100% self sourced. Basic Qualifications - Bachelor's degree, or equivalent work experience - Seven to nine years of financial sales or related experience - Ability to travel (local, regional, national) Preferred Skills/Experience - Prior experience with business credit cards - Well-developed sales and new business development skills, including the development of sales strategies and goals and closing skills - Proven success developing COIs - Advanced knowledge of unit payment products - Advanced knowledge of of the organization and its products, services and operations - Thorough knowledge of product marketing, client service issues, and organization operations - Strong marketing, negotiation and decision-making skills - Strong organizational and problem-solving skills - Strong customer service/relation skills with ability to creatively resolve client concerns and issues - Excellent interpersonal, presentation, verbal and written communication skills **Location Expectations** _This role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week._ If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law **EEO is the Law** U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (********************************************************************************************* EEO poster. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 - $136,400.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. U.S. Bank accepts applications for this position on an ongoing basis.
    $105.4k-124k yearly 56d ago
  • Senior Chief Engineer - Storage & Data Protection and Virtual Infrastructure

    Us Bank 4.6company rating

    Us Bank Job In Gresham, OR Or Remote

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description U.S. Bank is seeking a highly motivated Senior Chief Engineer who will spearhead a technical team driving innovation and excellence within our organization, with a keen focus on Storage & Data Protection and Virtual Infrastructure. Will provide a combination of technical and business leadership while being the primary trusted and capable owner of one or more high priority, high visibility, complex focused initiatives that typically cross multiple technology and business line areas. Will have some direct reports (e.g., an architect, systems analyst, etc.) and provide guidance to a larger community including affected systems, program management, and test leadership. Responsibilities include: * Oversee strategy and drive technological advancements for Virtualization, SAN, NAS, and Backup technology to simplify management, lower costs, and improve reliability and performance. * Govern program technology and engineering dimensions, advising on solution definition, planning, and high-level design. * Collaborate with cross-functional teams to align technology initiatives with business goals and act as an interface with Technology, Business Line, and Vendor subject matter experts for solution design and delivery, providing counsel during ideation stages. * Lead and co-develop the platform strategy with technology-specific Chief Engineers for SAN, NAS, Hypervisor, and Backups. * Partner with Cloud hosting and development pipeline teams to integrate, where feasible, to create a common experience and ease portability. * Proactively communicate issues, risks, mitigations, and other status to senior leadership and serve as the primary escalation point for project issues. * Champion refresh activities and adherence to bank standards and methods using learnings from program delivery, SMEs, and industry best practices. Basic Qualifications * Bachelor's degree in business, MIS, engineering, computer science, mathematics, any science, or equivalent work experience * 10 or more years of experience in developing and implementing strategies in Storage & Data Protection and Virtual Infrastructure Required Technical Skills/Experience * Expertise in hybrid cloud and private cloud environments. * Deep understanding of Virtualization, SAN, NAS, and Backup technologies. * Experience working with VMware, Hyper-V, Nutanix, PowerMax, DataDomain, Pure, Cohesity, Netapp, Kubernetes, Azure, AWS Preferred Skills/Experience * Strong leadership skillset, ability to inspire a team of highly skilled engineers. * Proven experience in leading teams and managing technology projects. * Strong background in strategy development, architectural design, and capacity planning. * Strong analytical and problem-solving skills. * Excellent presentation, written, and verbal communication skills. * Extensive knowledge of delivery processes such as planning, development, project management, migration, testing, architecture, security, vendor management, risk, and system performance management. * Advanced technical understanding of multiple solutions and methods. * Well-developed leadership abilities and strategic management skills. Location Expectations The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law EEO is the Law U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $149,515.00 - $175,900.00 - $193,490.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
    $149.5k-175.9k yearly 5d ago
  • Software Engineer

    Us Bank 4.6company rating

    Us Bank Job In Charlotte, NC Or Remote

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description U.S. Bank is seeking the position of Software Engineer in Charlotte, NC. This position is with Travelator, Inc., a U.S. Bank company. Essential Responsibilities: The Software Engineer will be responsible for taking full stack ownership by consistently writing production-ready and testable code; creating optimal design adhering to architectural best practices; considering scalability, reliability and performance of systems/contexts affected when defining technical designs; performing analysis on failures, proposing design changes, and encouraging operational improvements; taking feedback from code review and applying changes to meet standards; conducting code reviews to provide guidance on engineering best practices and compliance with development procedures; ensuring all aspects of product development follow compliance and security best practices; and utilizing software reliability engineering standards embedded into development standards. Multiple positions. Position may allow working from home within commuting distance of worksite location. Basic Qualifications: Requires 1 year of experience as an iOS Developer. Required Skills/Experience: Must possess 1 year of experience with: (a) developing and implementing modular architecture for main applications; (b) updating outdated software applications using declarative programming; (c) synchronizing with product managers, designers and Android teams to create new software features; (d) fixing critical software bugs related to API requests, memory leaks and application initialization; (e) debugging software applications; (f) refactoring software application parts; and (g) utilizing the following tools and technologies: Coordinator; MVVM; Redux; Swift Package Manager; SOLID; Combine; Charles Web-Debugging-Proxy; and SwiftUI. Experience may be gained concurrently. Base pay range may vary if an offer is made for work in a different location. Pay Range: $91,645 - $127,000. (#LI-NDI #LI-DNI #LI-DNP #DE-DNP). If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law EEO is the Law U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. U.S. Bank accepts applications for this position on an ongoing basis.
    $91.6k-127k yearly 3d ago
  • Equipment Finance Collections Customer Service Representative

    Us Bank 4.6company rating

    Us Bank Job In Saint Paul, MN Or Remote

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Come join our Equipment Finance Collections customer service team. We're seeking individuals who reside in the Marshall or St. Paul, MN area and Gresham, OR. This collections customer service position will support Equipment Finance customers. You should apply if you're experiences in collections, negotiations, time management and have strong communication skills. This role provides high quality customer service by responding to telephone inquiries, requests and problems. Researches, analyzes, and provides solutions that meet the customer's needs. The major accountabilities of this position may include: resolving customer inquiries and problems on first contact; providing customers with account information; resolving or referring billing disputes; correcting payment errors; revising fee and finance charges as appropriate; account maintenance; taking card, check or other orders; acting on lost or stolen cards/checks; and researching customer problems that could not be resolved during the initial contact. The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. Schedule: Monday - Friday 8:00 am - 5:00 pm. Days onsite will be Tuesday, Wednesday, and Thursday's. To successfully work remote, you'll need to have a quite location to work, free from distractions with reliable, hard-wired internet. Responsibilities Include: * Answering incoming calls and assist customers with questions and concerns related to their delinquent accounts. * Process and respond to U.S. Bank customer inquiries utilizing multiple systems to provide information on accounts while answering every call with professionalism. * Properly diagnose customer needs and proactively educate about the features and benefit of U.S Bank products and services. * Ability to maintain a positive attitude during stressful situations. * Demonstrate a genuine customer interest in resolving account delinquencies by asking necessary questions to gain understanding of situation and offer solutions. * De-escalate situations involving dissatisfied customers, offering patient assistance and support. * Guide customers through troubleshooting or navigating the company website. * Strive to meet or exceed call center metrics while providing excellent customer service. * Ability to research and problem solve on the go. Our ideal hire will demonstrate the skills below; * Basic knowledge of the financial industry. * Well-developed Customer Service skills. * Strong telephone and interpersonal skills. * Good problem solving and negotiation skills. * Ability to identify and resolve/escalate problems with minimal guidance. * Effective written and verbal communication skills. * Proficient computer navigation skills using a variety of software packages including Microsoft Office applications (including Excel and Word). * Ability to plan and prioritize multiple processes effectively with strong attention to detail. * Good time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service. Basic Qualifications * High school diploma or equivalent * Two to four years of relevant experience Preferred Skills/Experience * Good knowledge of concepts, practices, policies and procedures of banking products and services * Effective telephone and interpersonal skills * Strong problem-solving and negotiation skills * Ability to handle difficult customer calls * Proficient computer navigation skills using a variety of software packages including Microsoft Office applications * Ability to identify and resolve/escalate problems * Good time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law EEO is the Law U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00 - $22.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. U.S. Bank accepts applications for this position on an ongoing basis.
    $20-20 hourly 5d ago
  • Mortgage Originator

    M&T Bank Corporation 4.7company rating

    Ashburn, VA Job

    Mortgage Originator page is loaded **Mortgage Originator** remote type Hybrid Position locations Ashburn, VA time type Full time posted on Posted Today job requisition id R64858 ****Overview:**** Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer's financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act. ****Primary Responsibilities:**** * Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data. * Independently assesses applicant's credit worthiness. Has authority to issue pre-qualification statement of borrowers' eligibility. * Determines which products best meet the customer's needs and financial circumstances and advises potential borrowers regarding the advantages and disadvantages of different financial products and the most appropriate mortgage loan programs. * Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed. * Cultivates new mortgage business. Markets, services and promotes the bank's mortgage products. This includes the solicitation of residential first mortgages through contacts with Realtors, builders, and developers. * May be required to travel to and work at prospective customers' homes or business locations. Follows-up on potential customers via travel or telephone. * Negotiates terms and conditions of loan with mortgagors. Has authority to bind the bank in connection therewith. * Ensures lending compliance with all origination procedures including bank policies and procedures and regulatory requirements. * Advises management on effective compliance strategies and potential modifications to corporate operating policies where appropriate to ensure ongoing regulatory compliance. * Independently monitors trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages. * Represents the bank in the community and related functions to identify, develop and promote additional business. May present seminars to general public and real estate agents to promote additional business and community outreach. ****Scope of Responsibilities:**** The incumbent always works under limited supervision, sometimes away from the office. The position requires extensive external contacts (potential and existing customers, Realtors, etc.), as well as internal contacts (other Bank personnel) primarily on sales calls outside the office. Will interact with individuals and teams internally and within the community assigned, developing new relationships and maintaining existing relationships Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. ****Education and Experience Required:**** Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 years higher education and/or relevant work experience, including a minimum of 2 years sales experience. Thorough knowledge of FHA/VA regulations, conventional loan requirements and real estate law. ****Education and Experience Preferred:**** Technical Skills General knowledge of personal computers and software programs utilized by Residential Mortgage Department Proven sales ability. Strong mathematical skills. Self-motivated, well-organized individual. Excellent verbal and written communication skills. Ability to interact with individuals at all income levels and peers in a professional manner. Demonstrated ability to work independently and to follow through on details to completion. Ability to work under critical time constraints. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $28.72 - $47.87 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.****Location**** Ashburn, Virginia, United States of America **At M&T Bank, we make a difference in people's lives**. For more than 160 years, we've been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers. **Our talent and culture set us apart.** Our core values drive the work we do - integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members. *At M&T, we are a talent and people driven organization. Take a peek inside to learn how it feels to be one of our 17,000+ employees.* **We are constantly renewing.** Our future success relies on our ability to understand what's important to our customers and use that understanding to build new and innovative customer experiences. **We support our employees every step of the way.** * Competitive compensation * Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance * Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO * 401(k) match at 5% with options for Roth and discretionary employer contributions * A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more * Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts **We need you.** If you are unable to apply through this site due to technical issues or are in need of an accommodation to apply, please contact us at ************************* for assistance. M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.
    28d ago
  • 2026 Commercial and Investment Banking Insights Programs - Middle Market Banking & Specialized Industries - Summer Analyst

    Jpmorgan Chase & Co 4.8company rating

    Washington, DC Job

    JobID: 210586019 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $38.46-$38.46; New York,NY $38.46-$38.46; Los Angeles,CA $38.46-$38.46; Washington,DC $38.46-$38.46; Irvine,CA $38.46-$38.46; Seattle,WA $38.46-$38.46; Denver,CO $38.46-$38.46; San Francisco,CA $38.46-$38.46 The Middle Market Banking & Specialized Industries Insights Programs are designed to attract undergraduates who are eligible for our 2026 Middle Market Banking & Specialized Industries Summer Analyst Program, interested in early exposure to financial services careers, and committed to the advancement of individuals from underrepresented groups in this industry. The Middle Market Banking & Specialized Industries Insights Programs (Advancing Black Pathways, Advancing Hispanics & Latinos, and Winning Women) are seeking undergraduate students, including, without limitation, Black, Hispanic & Latino, and/or Female students, who are interested in exploring career opportunities at JPMorganChase. All undergraduate students who are interested in the Middle Market Banking & Specialized Industries Insights Programs, regardless of background, are welcome to apply. The Middle Market Banking & Specialized Industries Insights Programs virtual conferences will consist of business specific overviews and networking, followed by interviews for the 2026 Middle Market Banking & Specialized Industries Summer Analyst Program. Middle Market Banking & Specialized Industries (MMBSI) Program As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 through June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details. Advancing Black Pathways, Advancing Hispanics and Latinos and Winning Women are 3 of many insights programs and recruiting opportunities that we offer at the Firm. Please visit our website to learn about other programs, internships, and general career opportunities that JPMorgan Chase & Co. offers students. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
    $141k-234k yearly est. 2d ago
  • Healthcare Partner Business Development Consultant

    U.S. Bank 4.6company rating

    U.S. Bank Job In Washington, DC

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One. As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other. **Job Description** The Healthcare Partner Business Development Consultant develops new business by identifying prospects and initiating contact for new healthcare payments business. Conducts onsite, telephone or virtual meetings with prospective clients to explain the company's healthcare payment services and assists clients in evaluating their needs. Develops and delivers customized client proposals, demonstrations and presentations. Completes contract negotiations and secures commitment to long term Elavon relationship. Establishes and maintains a network of key people in the industry and community. **Basic Qualifications** + Bachelor's degree, or equivalent work experience + Seven or more years of solution sales experience (payment and healthcare preferred) **_This position also requires once per month or more traveling to meet with partners and clients across the United States_** **Preferred Skills/Experience** + Experience in Healthcare sales is a must. + Well-developed sales and new business development skills + Thorough knowledge of healthcare payment products, services, operations, policies and procedures + Ability to sell to C-suite and end-user buyers and influencers in these disciplines: Revenue Cycle Management, Patient Financial Services, Treasury, Information Technology and CFO + Ability to generate leads, create needs analysis, develop proposals, and conduct technical product demonstrations + Ability to negotiate and execute contracts + Excellent interpersonal, verbal and written communication skills + Traveling to meet with clients is required If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law **EEO is the Law** U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (********************************************************************************************* EEO poster. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00 - $154,990.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
    $119.8k-140.9k yearly 9d ago
  • WMAS Investment Consultant 1-Bilingual Spanish

    U.S. Bank 4.6company rating

    U.S. Bank Job In Tempe, AZ Or Remote

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** As a WMAS Investment Consultant, you will primarily be responsible for providing personalized financial consulting services through telephone conversations. You will receive calls while managing a queue as well as proactively contact and profile customer's/prospect's financial situations to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like. You will also source clients/prospects through referrals received through our affiliate partner, U.S. Bank, as well as other sources. No cold prospecting is done in this role. You will hold consultative goal-based conversations with clients over the phone and leverage technology to enhance the interaction. You will help clients achieve their investment objectives leveraging a limited product suite and refer clients on when those products are not appropriate. The Investment Consultant role focuses on client acquisition and will leverage other avenues for the ongoing service model of clients. We offer flexibility in scheduling, employing a hybrid work model that allows you to work at home 2 days a week. **Schedule: M-F; 9:30am-6pm MST** Our compensation model offers a competitive base salary with a quarterly variable compensation plan. **Basic Qualifications** - Bachelor's degree, or equivalent work experience - At least six months of financial services, investments, or related experience - One to two years of job-related experience in a financial sales position - FINRA licenses: Series 7, 63 and 65 or Series 7 and 66 -Bilingual Spanish - Partially licensed candidates will be considered. Under-licensed candidates will have 6 months to complete required licensing. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law **EEO is the Law** U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (********************************************************************************************* EEO poster. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $21.88 - $29.13 - $32.04 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
    $21.9-29.1 hourly 60d+ ago

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U.S. Bank may also be known as or be related to U.S. Bancorp, U.S. Bank, U.S. Bank National Association, U.s. Bank, US Bancorp and us bank na.