Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. 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**
Responsible for the sale of Merchant products and services into Public Sector and Transit verticals. Works in conjunction and aligns with U.S. Bank partners to promote and grow One Bank revenue within Institutional Client Group (ICG).
Develop a revenue and partner strategy to build net new pipelines and to add net new customer relationships. Committed focus to expand and grow sales team.
Maintains and develops profitable relationships with prospects. Identifies and monitors market trends and competitor actions to gain a competitive advantage. Develops external relationships with industry associations and partners.
Basic Qualifications
+ Bachelor's degree, or equivalent work experience
+ 10 or more years of relevant experience in sales and leadership
Preferred Skills/Experience
+ Considerable knowledge of sales and experience in creating & implementing sales strategy
+ Experience in bringing new products and services to market
+ Excellent verbal and written communication skills
+ Outstanding management and leadership skills
+ Demonstrates the ability to create and grow sales pipelines
+ Considerable knowledge of Payments industry and current industry market trends
+ Ability to make critical decisions independently
+ P&L and budget experience
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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**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: $126,820.00 - $149,200.00
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.
**Posting may be closed earlier due to high volume of applicants.**
$126.8k-149.2k yearly 60d+ ago
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Senior Director Partner Executive, Embedded Payment Partnerships
U.S. Bank 4.6
U.S. Bank job in Wilmington, DE
Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. 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**
We are hiring a Senior Director, Partner Executive to expand our embedded payments partnerships and cultivate new technology alliances. Our Technology Partnerships team establishes and deepens strategic relationships with leading Technology Platforms, ISVs, and the Developer community. These alliances advance Elavon's strategy of seamlessly integrating payment acceptance into the broader ecosystem, meeting the evolving omni/multi-channel needs of our merchants today and into the future. This is a pivotal moment to join a dynamic, growing team as we unify diverse solution offerings under the 'One Bank' vision-directly accelerating revenue growth for Elavon and our strategic partners by unlocking new embedded payment opportunities and enabling innovative commerce experiences. A strong grasp of the technical landscape-including payment rails, networks, and software platforms-is a significant asset in this role. The ability to navigate and connect the dots between technology providers, integration frameworks, and the broader payments ecosystem will empower you to unlock new partnership opportunities and deliver innovative solutions.
**Key Responsibilities**
+ Source, onboard, and scale Tier-1 embedded payment partnerships while maximizing value across existing relationships.
+ Identifyand engage new partners in core industry verticals; develop executive-level relationships across product, commercial, and technical stakeholders.
+ Build andmaintaina robust pipeline of high-potential prospects and drive progression from evaluation to commercial agreement and go-to-market launch.
+ Manage the entire sales lifecycle-frominitialprospecting through contract execution, go live, and beyond.
+ Collaborate with cross-functional teams to lead solution workshops, develop financial analyses, and refine embedded payments strategy.
**Required Skills & Competencies**
+ Requires up to 10% travel
+ Commercial Acumen: Proven ability to structure deals and drive revenue through partnerships.
+ Technical Understanding: Deep knowledge of payment technologies, APIs, and integration processes is an asset. Candidates shoulddemonstratehands-on experience with technical solutioning, API documentation, andintegrationworkflows. Familiaritywith ERP, eCommerce, and SaaS platforms (SAP, Oracle, Microsoft, Google, Shopify, Adobe) is a plus.
+ Relationship Management: Strong interpersonal skills to manage complex, multi-stakeholder relationships.
+ Strategic Thinking: Ability to develop and execute multi-year partnership strategies and drive growth.
+ Agility & Innovation: Comfortable operating in fast-paced, evolving environments.
+ Experience: 10+ years in business development, partnerships, payments, or financial services (or equivalent).
+ Education: Bachelor's degree in a related field preferred.
+ Data & Tools:Demonstratedexpertisein customer relationship management, data analysis, artificial intelligence applications, and Microsoft Office software-including Salesforce, Excel, SQL, and related platforms.
+ Domain Expertise: Experience with embedded finance or payment solutions is highly desirable.
+ Communication & Negotiation: Excellent executive communication and negotiation skills.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Typically eight to 10 years of relevant experience
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:
+ 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
Review our full benefits available by employment status here (************************************************* .
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**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: $111,605.00 - $131,300.00
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.
**Posting may be closed earlier due to high volume of applicants.**
$111.6k-131.3k yearly 12d ago
Audit Manager- CFO Data Quality
Bank of America Corporation 4.7
Newark, DE job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for overseeing assigned areas of audit work acting as an Auditor-in-Charge (AIC), and executing on the audit strategy for Lines of Business (LOBs). Key responsibilities include driving risk-based auditing by defining scope and test procedures to evaluate the control environment in conformance with audit policies, assessing issues for business impact and recommending severity ratings, drafting audit reports, and managing business partner relationships. Job expectations include fostering an inclusive work environment, and mentoring team members.
The role involves independently validating the completeness and accuracy of data across the Company's Chief Financial Officer (CFO), Chief People Organization (CPO), and Legal functions. Candidates will lead audit projects of moderate to high complexity, requiring adaptability and a willingness to learn. Success in this role depends on the ability to work with diverse data sets and subject matter areas.
Responsibilities:
* Executes audit strategy for the sound application of risk-based auditing by defining audit scope and audit programs, and drafting audit reports leveraging automation and innovative methods in a timely and high quality manner
* Acts as Auditor-in-Charge (AIC) by overseeing audit testing and ensuring it is executed in a timely manner and conforms with quality standards, audit policies, and procedures
* Leads audit testing to independently validate completeness and accuracy of diverse data sets across lines of business
* Assesses impacts to business processes, controls, and strategies to provide recommendations on severity ratings and escalate broad themes or trends accordingly based on existing business knowledge
* Exercises intellectual curiosity and judgment to effectively influence and challenge management to improve the control environment and drive continuous improvements on audit
* Oversees a team of associates and provides day-to-day mentoring and guidance and fosters an inclusive work environment
* Maintains business partner relationships, primarily with line management, to develop business knowledge
* Exercises sound knowledge of product, business, and technical expertise to effectively challenge management to improve the control environment
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Skills:
* Analytical Thinking
* Audit Planning
* Internal Audit Review
* Issue Management
* Risk Management
* Business Acumen
* Coaching
* Project Management
* Relationship Building
* Written Communications
* Attention to Detail
* Automation
* Critical Thinking
* Technical Documentation
Required Qualifications:
5+ years of experience in a role in financial services, technology, or other relevant technical field
Prior experience working with data (i.e. analytics; data mining; automation)
Prior experience leading projects, managing against deadlines, and reporting results to management
Analytical / Automation Skills (SQL, SAS, Python. Alteryx, Advanced Excel)
Strong communication and presentation skills
Desired Qualifications:
Big 4 background a plus, including external audit or advisory/consulting
Experience working with Artificial Intelligence (AI) tools in a professional environment
Knowledge of Bank of America business processes and applications
Advanced degree or certifications (CIA, CISA etc. - CPA Preferred)
Audit or risk/controls background in financial services
Shift:
1st shift (United States of America)
Hours Per Week:
40
$82k-123k yearly est. 7d ago
Relationship Banker - Wilmington Market
Bank of America 4.7
Wilmington, DE job
Wilmington, Delaware;Greenville, Delaware; Wilmington, Delaware
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$26k-34k yearly est. 6d ago
Part Time (20 Hrs) Associate Banker - Marsh & Silverside (New Build) - Wilmington, DE
Jpmorgan Chase 4.8
Wilmington, DE job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform 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**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$24k-57k yearly est. 20d ago
Project Manager - Operations Program Support
Jpmorgan Chase 4.8
Wilmington, DE job
Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do.
As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success.
**Job Responsibilities:**
+ Manage fast-paced, complex, cross-functional programs or projects with significant business impact.
+ Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle.
+ Develop and manage integrated plans, providing regular progress communications to stakeholders.
+ Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones.
+ Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model.
+ Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines.
**Required Qualifications, Capabilities, and Skills:**
+ Bachelor's degree in a related field from an accredited learning institution.
+ 5+ years of related Program or Project Management experience.
+ Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices.
+ Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology.
+ Proven ability to manage multiple efforts, resources, and address issues in a timely manner.
+ Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities.
**Preferred Qualifications, Capabilities, and Skills:**
+ Project Management Professional (PMP).
+ Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis.
+ Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders.
+ Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams.
+ Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$86k-104k yearly est. 60d+ ago
Associate - Modeling Analytics
Jpmorganchase 4.8
Wilmington, DE job
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job Responsibilities
Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
Create and present forecasts to senior management with a clear storyline and data support
Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
Be a self-motivated individual with the ability to work on multiple projects with limited guidance
Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
Minimum 3 years of related analytical experience.
Strong knowledge of Python, SAS, SQL, and MS Office required.
Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
Advanced degree is preferred.
Strong P&L knowledge and understanding of drivers of profitability.
Knowledge of CCAR (Stress Testing) and CECL process
$101k-125k yearly est. Auto-Apply 60d+ ago
Fraud Analytics and Innovation Lead Analyst
Bank of America 4.7
Newark, DE job
Charlotte, North Carolina;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Tampa, Florida; Chicago, Illinois; Jacksonville, Florida; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.**
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**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Summary:**
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
**Responsibilities:**
+ Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
+ Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
+ Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
+ Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
+ Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
+ Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
+ Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
+ Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
+ Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
+ Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
+ Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
+ Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
**Required Qualifications:**
+ Minimum 3 years SAS/SQL Coding knowledge and/or experience
+ Ability to manage multiple projects in a complex and rapidly-changing environment
+ Ability to work independently as well as part of a team
+ Demonstrate strong analytical skills
+ Previous risk/fraud analysis, strategy development, or related experience
+ Strong written and oral communication skills
+ Intellectually curious and willing to dive into complete issues\problems and solve
**Desired Qualifications:**
+ 5+ years of risk analysis, strategy development, or related experience
+ 5+ years of SAS or SQL Coding experience
+ Prior experience in Authentication, Fraud, Debit Card or other related risk fields
+ Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
+ Experience managing relationships and projects with external vendor partners
**Skills:**
+ Analytical Thinking
+ Business Analytics
+ Data and Trend Analysis
+ Fraud Management
+ Problem Solving
+ Collaboration
+ Innovative Thinking
+ Monitoring, Surveillance, and Testing
+ Presentation Skills
+ Risk Management
+ Data Visualization
+ Interpret Relevant Laws, Rules, and Regulations
+ Issue Management
+ Oral Communications
+ Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$93k-132k yearly est. 60d+ ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Philadelphia, PA job
JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment.
How we're organized:
As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks:
* A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology.
* A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication.
Syndicated Finance Group Locations: Chicago, Houston
Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas
As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience.
Financial Sponsors Group Locations: New York, Chicago, Los Angeles
FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.
In all tracks, Summer Analysts supporting our regional groups will work with C&SI 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:
Our Summer Analyst Program will provide you with an introduction 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 internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
You'll make an impact by:
* Working on financial models to support financing transactions
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning 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
* Developing an understanding of the full breadth of J.P. Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Locations we hire for C&SI - Diversified Track:
* Atlanta
* Austin
* Birmingham (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* Phoenix
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for C&SI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
Who We Are Seeking:
We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience.
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 between December 2027 and June 2028
* Candidates must be authorized to work permanently in the U.S.
Preferred Qualifications:
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
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, JPMorganChase, 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.
Our Mission:
At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference.
* Your city preference should align with your current internship location.
About Us:
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team:
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
$59k-82k yearly est. Auto-Apply 22d ago
Alternative Investments Supervisor
U.S. Bank 4.6
U.S. Bank job in Philadelphia, PA
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
Supervises a team of administrators who are responsible for providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients by continually assessing changing business and strategies, as well as providing expertise, tools and information to focus on growing investments. Acts as the escalation point for all clients assigned to the team and directs issue resolution and process changes to support client needs. Proactively identifies risk-related issues through review of qualitative and quantitative data, anticipates obstacles and then implements mitigating solutions. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.
Basic Qualifications
- Bachelor's degree in accounting, finance or related field, or equivalent experience
- Five or more years of experience in alternative investments industry
Preferred Skills/Experience
- Working knowledge of Microsoft Office products
- Basic knowledge of Advent applications preferred
- General knowledge and understanding of portfolio accounting and the investment management industry
- Excellent verbal and written communication skills
- Proven team-oriented, leadership and organizational skills
- CPA or CFA certification preferred
Location expectations
This role requires working from a U.S. Bank location three (3) or more 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:
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
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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: $92,820.00 - $109,200.00
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.
Posting may be closed earlier due to high volume of applicants.
$92.8k-109.2k yearly Auto-Apply 7d ago
AI Deployment Manager
Jpmorgan Chase & Co 4.8
Wilmington, DE job
JobID: 210698047 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $128,250.00-$205,000.00 We are building the next generation of AI and autonomous agents that can reason, plan, act, and learn to solve critical problems in operations at the huge scale of the world's largest bank.
On the Data and Analytics Productivity and Transformation Team, we're dedicated to reinventing how data and analysis drives business outcomes. Our mission is to empower analysts with AI-powered tools and enable deeper, higher-value work for our clients. We champion skill development and change management, ensuring all data and analytics professionals can thrive in this new AI environment. By commercializing innovative AI Platforms, Tools, Systems and Products and fostering a culture of experimentation, we deliver measurable productivity improvements and accelerate the adoption of cutting-edge capabilities.
As the AI Deployment Manager on the Data and Analytics Productivity and Transformation Team, you will lead the evaluation, selection, and deployment of both in-house and third-party AI solutions to drive adoption and measurable impact across analytics teams. Leveraging existing proprietary solutions and dozens of others, you'll implement a standardized evaluation framework, coordinate hands-on testing with diverse analyst groups, and capture feedback through unified scorecards. You will facilitate the adoption of integrated solutions, eliminate redundant ETL work, and streamline stakeholder requests using AI-driven tracking. Additionally, you'll commercialize innovative use cases-such as code generation and knowledge bases-support NLP data visualization rollouts and prepare for business user testing of advanced "talk to data" solutions. Through collaboration with key partners, you'll ensure solutions are rigorously tested, effectively adopted, and aligned with priorities to empower analysts to focus on higher-value work and accelerate the analytics transformation at Chase.
Job Responsibilities:
* Influence the direction of internal tools and platforms while exploring, developing and sourcing AI tools tailored to evolving business needs.
* Liaise with AI focused teams that are building proofs of concept.
* Lead robust evaluations of both in-house AI solutions and external third-party vendors to identify and implement high-impact, high-adoption technologies.
* Establish, customize and maintain a standardized, criteria-driven decision-making process for evaluating and selecting analytic tools and solutions.
* Coordinate and support hands-on testing programs with diverse analyst groups, ensuring real-world feedback and broad participation.
* Capture and analyze tester feedback using unified scorecards and structured evaluation criteria to ensure consistency and comparability.
* Facilitate the adoption and scaling of integrated agentic solutions and multiple point solutions across analytics teams.
* Commercialize innovative use cases, such as code generation and knowledge bases, and support the rollout of NLP data visualization and "talk to data" solutions.
* Collaborate with key partners to drive solution deployment, conduct regular progress check-ins, and ensure alignment with strategic objectives and OKRs.
Required Qualifications, Capabilities and Skills:
* BS Degree and 5+ years in business analytics, consulting, or solution design roles with significant experience leading large-scale analytics initiatives across complex organizations.
* Success managing cross-functional teams and driving organizational change implementing standardized frameworks, piloting new technologies, and achieving measurable business outcomes.
* Ability to evaluate and implement analytics tools and technologies, both in-house and third-party.
* Experience with data analytics platforms, machine learning concepts, and related technologies (e.g., Databricks, Snowflake, NLP tools).
* Adept at leading complex projects, coordinating cross-functional teams, and delivering results on time.
* Capacity to design and execute structured evaluation frameworks, pilot programs, and user testing scenarios.
* Focused on delivering measurable outcomes, such as productivity improvements, cost savings, or enhanced user satisfaction.
* Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical, non-technical, and senior audiences
* Experience and ability to collaborate, influence, and build consensus among senior leaders, technical teams, and business stakeholders to align on priorities and drive adoption of innovative solutions.
* Knowledge of data management and analytics organizations, quantitative methods, and work product development processes
Preferred qualifications, capabilities, and skills
* Advanced degree in an applicable STEM field
* Excellent analytical skills with the ability to assess solution effectiveness, identify gaps, and recommend improvements.
* Ability to drive adoption of new tools and processes, including training, communication, and change management initiatives.
* Clearly articulate technical concepts, present findings, and influence decision-making at all organizational levels.
* Comfortable working in a fast-paced, evolving environment and quickly adapting to new technologies, methodologies, and business needs.
$128.3k-205k yearly Auto-Apply 18d ago
Healthcare Loan Closer
Us Bank 4.6
Us Bank job in Philadelphia, PA
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 Healthcare Loan Closer is a lending support role working directly with loans, customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Healthcare Relationship Managers and the Healthcare Business Development Officer.
Responsibilities include:
* Support sales teams in executing a One Bank strategy and growing market share.
* Retain and deepen client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional.
Basic Qualifications
* Bachelor's degree, or equivalent work experience
* Typically, seven or more years of job-related experience
Preferred Skills/Experience
* Experience working with closing commercial loans for the healthcare industry
* Considerable knowledge of departmental and bank products and services
* Proven customer service and problem resolution skills
* Proficient computer navigation skills using a variety of software packages including nCino, Salesforce, and Microsoft Office applications
* Effective interpersonal, verbal and written communication skills
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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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: $28.27 - $37.69
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.
Posting may be closed earlier due to high volume of applicants.
$28.3-37.7 hourly 15d ago
Commercial Banker-Multinational Corporations-Vice President
Jpmorgan Chase 4.8
Philadelphia, PA job
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Multinational Corporation Commercial Banker is for you. As a Commercial Banker in the Multinational Corporations group, you will be the focal point of client acquisition and ongoing relationships. Multinational bankers work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
The Multinational Corporation team within the Middle Market space manages J.P. Morgan's overall relationships with North American subsidiaries of large corporations headquartered outside the United States, to solve problems for clients and help them to grow. We help our clients meet their objectives and challenges in automation, risk management, working capital, and cash management.
**Job Responsibilities:**
+ Champion a culture of innovation and a customer centric mindset
+ Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to further new client acquisition in partnership with the bankers
+ Embrace a culture of respect, diversity and inclusion
**Required Qualifications, Capabilities and Skills:**
+ Seven + years direct lending or credit support related experience with a focus on business relationships
+ Understanding of Commercial Banking products and services
+ Ability to mobilize internal networks and resources
+ Demonstrated experience of meeting or exceeding sales goals
+ Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
+ Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
+ Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
**Preferred Qualifications, Capabilities and Skills:**
+ Bachelor's degree and formal credit training preferred
+ Sales management, business development skills, proficiency in building and maintaining positive client relationships
+ Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
+ Excellent business judgment, strategic thinking, self-directed, proactive and creative.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$55k-88k yearly est. 60d+ ago
Quant Analytics Manager - Marketing and Communications
Jpmorgan Chase & Co 4.8
Newark, DE job
JobID: 210697047 JobSchedule: Full time JobShift: Day : As a Data & Marketing Systems Quant Analytics Manager on the Performance Marketing Operations and Transformation team , you will roll up your sleeves to design, implement, and optimize data-driven targeting strategies. You'll be hands-on in campaign execution, collaborating with Marketing, Sales, Technology, and Product teams. Your work will establish best practices for data management, drive standardization, and promote a culture of analytics-driven marketing excellence through direct, practical involvement.
Job responsibilities
* Develop and implement data management strategies for marketing execution through hands-on analysis and solution building
* Leverage data from multiple systems of record to refine customer targeting and optimize performance metrics with direct data manipulation
* Drive adoption of best practices for standardization and reusability of marketing data outputs by building and maintaining reusable assets
* Manage execution, monitoring, and quality of data projects to ensure seamless audience targeting, including hands-on troubleshooting and validation
* Collaborate with product and technology teams to create requirements and plans for product development and omni-channel initiatives, actively participating in technical discussions and solutioning
* Establish and maintain strong working relationships with project leads, stakeholders, and subject matter experts through direct engagement and teamwork
* Work with business leadership to define and prioritize project objectives, plan deliverables, and oversee execution, including hands-on project tracking and reporting
* Promote a culture of data-driven decision making within the organization by sharing practical insights and results
* Ensure compliance with data governance and privacy standards through hands-on data management and documentation
* Provide thought leadership in data analytics and marketing technology, including hands-on evaluation and implementation of new tools
* Mentor junior analysts and contribute to team development through direct coaching and support
Required qualifications, capabilities and skills
* Bachelor's degree in Data Science, Statistics, Information Systems, or related field
* 5+ proven hands-on experience in data analytics or customer segmentation
* Proficiency in SQL, Python, Segment, Excel, Tableau, Adobe, etc., with demonstrated ability to use these tools in daily work
* Ability to translate business requirements into technical specifications and communicate complex concepts to non-technical partners
* Strong knowledge of digital marketing principles, with practical application in campaign execution
* Team player with ability to build strong cross-business relationships through direct collaboration
* Strong communication skills with the ability to influence and manage stakeholders and senior management
Preferred qualifications, capabilities and skills
* Experience in marketing operations and/or MarTech industry platforms, with hands-on involvement in platform setup and management
* Proficient in project management and agile tools such as Microsoft Project, Excel, PowerPoint, JIRA, and Confluence, with practical experience in project tracking
* Experience with customer data platforms (CDP) and marketing automation tools (Salesforce, Segment, SAS, Adobe, Microsoft, etc.), including hands-on configuration and usage
* Experience working with marketing technology agencies, digital agencies, IT consultancies, and/or digital marketing agencies
* High energy, solutions-oriented individual able to manage multiple initiatives under tight deadlines, with a hands-on approach to problem solving
* Strong relationship development and negotiating skills; able to earn respect and trust among business partners and team members through direct engagement
$99k-131k yearly est. Auto-Apply 21d ago
Alternative Investment Accountant
U.S. Bank 4.6
U.S. Bank job in Philadelphia, PA
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
Alternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. Individuals calculate net asset value(s) and disseminate financial and performance information to the investment advisor and their investors. Acting as primary fund accountant on multiple relationships, ensures all fund accounting functions are in completed in accordance with Generally Accepted Accounting Principles (GAAP). Records trade information, income/expense activity and applies valuation of securities in the portfolio accounting system. Enters and reconciles all investor contributions and withdrawals in the partnership accounting system. Allocates fund level profits to individual investors for preparation and distribution of investor statements. Reviews and coordinates fund expense analysis and expense processing. Prepares fund financial statements, audit and tax schedules.
Basic Qualifications
- Bachelor's degree in Accounting, Finance or a business-related field, or equivalent work experience
- Two to five years of related experience, preferably in portfolio/partnership accounting
Preferred Skills/Experience
- Thorough knowledge in accounting, reporting, and analysis
- Ability to identify and resolve/escalate complex problems with minimal guidance
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Effective interpersonal, verbal and written communication skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Location expectations
This role requires working from a U.S. Bank location three (3) or more 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:
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
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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: $71,400.00 - $84,000.00
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.
Posting may be closed earlier due to high volume of applicants.
$71.4k-84k yearly Auto-Apply 7d ago
Relationship Banker - Wilmington Market
Bank of America Corporation 4.7
Wilmington, DE job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$26k-34k yearly est. 7d ago
Corporate Finance - Tax Asset Class Controller Analyst
Jpmorgan Chase 4.8
Newark, DE job
**Corporate Finance: Tax Asset Class Controller - Analyst** The Firmwide Financial Control (FFC) is a global Organization accountable for the integrity of the books and records of the Firm and leading large-scale data, infrastructure, accounting standard and business process change management events. The organization closely examines the general ledger, operating systems and infrastructure controls across all businesses to ensure the firm's financial information is accurately depicted for reporting and regulation purposes.
This role, specifically on the Tax Asset Class Control (Tax ACC) team within the FFC organization, follows the guidelines above, with a focus on the data surrounding Tax. The common functions and activities owned by Tax ACC include but are not limited to the following: extracting the raw data from various systems, calculation of tax related to Equity products such as stocks, bonds, & derivatives, balance sheet reconciliation and substantiation, manual accounting/bookings to the general ledger, audit support for the Corporate Tax Organization, and executing the month end close in regards to timely tax postings and reporting.
**Responsibilities:**
+ Support Corporate Tax Organization by understanding general ledger data, end-to-end product system flow, various types of taxes across regions and countries, and postings to the general ledger
+ Support Lines of Business (CIB, AWM, CCB) across the firm covering tax on products to ensure appropriate reconciliations, controls, and governances are in place.
+ Work closely with line of business controllers, product controllers, corporate tax, & project managers.
+ Partner with various FFC teams globally to centralize Tax related activities to Tax ACC
+ Manage month end, quarter end, and year end activities related to Tax postings in the general ledger
+ Hands-on engagement in multiple projects, which includes proactively identifying process enhancements and work with stakeholders enact change in a timely manner
+ Perform various control procedures & reconciliations to ensure the integrity of reported financials
**Requirements:**
+ Basic understanding of financial products such as stocks, bonds, & derivatives
+ Basic understanding of general accounting concepts
+ 1-3 years accounting or industry experience preferred
+ Bachelor's degree in Accounting, Finance, or Business (or equivalent experience)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$62k-89k yearly est. 55d ago
Investment Services Account Manager
U.S. Bank 4.6
U.S. Bank job in Philadelphia, PA
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
Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various purposes. Account Managers serve as one of the client's primary contacts, delivering a high level of customer service and is responsible for retention and expansion of relationship revenue as well as expense management. Oversees work processed by Investment Services support staff, Trust Operations and others to ensure activity within accounts is in accordance with governing agreements, regulatory and legal requirements, and within U.S. Bank procedural guidelines relative to new, existing and closing accounts.
Basic Qualifications
- Associate's degree, or equivalent work experience
- Typically eight to 10 years of job-related experience, preferably in institutional trust and/or financial industry
Preferred Skills/Experience
- Advanced knowledge of trust administration, products and sales
- Advanced knowledge of account management, trust operations, project management, and legal regulations
- Strong ability to develop new business
- Ability to resolve complex problems with minimal guidance
- Effective interpersonal, verbal and written communication skills
- Demonstrated leadership skills
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:
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
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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: $92,820.00 - $109,200.00
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.
Posting may be closed earlier due to high volume of applicants.
$92.8k-109.2k yearly Auto-Apply 7d ago
Part Time (20 Hrs) Associate Banker - Marsh & Silverside (New Build) - Wilmington, DE
Jpmorgan Chase & Co 4.8
Wilmington, DE job
JobID: 210697527 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform 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
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
$24k-57k yearly est. Auto-Apply 22d ago
Mortgage Loan Originator
U.S. Bank 4.6
U.S. Bank job in Philadelphia, PA
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
Originates mortgage loans in an assigned metropolitan territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval. Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations. Incumbents are expected to spend at least 50% of their time conducting their activities away from U.S. Bank locations.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
- High school diploma or equivalent
- Minimum one year of mortgage, sales, real estate, or banking experience
- Ability to travel
Preferred Skills/Experience
- Well-developed sales ability
- Basic knowledge of pricing and underwriting requirements of various mortgage insurance companies
- Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors
- Basic knowledge of local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.)
- Ability to work independently
- Ability to analyze financial information
- Excellent verbal and written communication skills
-This position also requires 2 or more hours of driving per week- add to all internal and external postings.
-Established referral base within assigned market preferred
-2 years of mortgage loan origination experience with proven results
-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.
Location expectations
This role is designated as U.S. home-based remote.
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:
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
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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
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.
Posting may be closed earlier due to high volume of applicants.