Risk Management - Risk Oversight Director for Banking Payments - Executive Director
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210695338 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $149,150.00-$245,000.00 Bring your expertise to JPMorganChase. 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 the Risk Management Banking Payments Oversight Executive Director in the Consumer & Business Banking Risk Management group, you will play a pivotal role in safeguarding our payment products and services. You will evaluate and recommend effective fraud and scam controls to Chase's agile product owners for both new business initiatives and existing payment processes. Leveraging your expertise in Wires, Zelle, ACH, RTP, as well as innovative payment features, you will proactively identify and assess potential risk scenarios. You will serve as a key member of the Risk Oversight team's second line of defense, reviewing product and feature designs and advising on robust controls to ensure secure and resilient card solutions for our customers. You will also manage and lead a small team of individual contributors.
In addition, you will work in partnership with Legal, Compliance, and Controls teams to address emerging issues and concerns, providing timely and actionable guidance. You will also communicate critical product challenges and risk insights to senior leadership, helping to shape strategic decisions and drive continuous improvement in our risk management practices.
Job Responsibilities
* Identify ways payment use cases can potentially facilitate fraud and scam scenarios, as well as operational and reputational risk
* Evaluate new payment features or modifications to existing services to ensure that the Product team has identified all the risks and has included appropriate controls to mitigate risks
* Undetrstand the digital bank payment processes and flows you oversee just as well as the Product team
* Demonstrate a working knowledge of cross-channel controls that are used to mitigate inherent risk in Digital
* Represent the interests of stakeholders in risk management
* Collaborate with the business to solve problems but escalates within the risk management framework when the business exposes the bank to risk in an unsafe way
* Remain abreast of new/changes in payments, authentication, technology, and Digital financial services
* Deconstruct and explain complex concepts and issues in a business-friendly manner to senior/executive management
* Work effectively as a people manger and a collaborative team member on simultaneous projects
* Work well in a team environment, including cross-functional teams
Required qualifications, capabilities, and skills
* Bachelor's degree and minimum of 10 years in a Risk function (Fraud, Scams, or Reputational Risk)
* Minimum of 5 years managing teams
* Experience with digital and commerce payments, i.e. Zelle, wallets, RTP, cards, etc
* Ability to defend positions and influence with quantitative analysis developed with an analytical team
* Ability to work effectively with both business and technically oriented individuals
* Possess excellent verbal and written communication skills and the ability to interact professionally with executives, managers, and subject matter experts
* Ability to work in a fast-paced environment
$149.2k-245k yearly Auto-Apply 35d ago
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Risk Management - Risk Oversight Director for Banking Payments - Executive Director
Jpmorgan Chase 4.8
Columbus, OH jobs
Bring your expertise to JPMorganChase. 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 the Risk Management Banking Payments Oversight Executive Director in the Consumer & Business Banking Risk Management group, you will play a pivotal role in safeguarding our payment products and services. You will evaluate and recommend effective fraud and scam controls to Chase's agile product owners for both new business initiatives and existing payment processes. Leveraging your expertise in Wires, Zelle, ACH, RTP, as well as innovative payment features, you will proactively identify and assess potential risk scenarios. You will serve as a key member of the Risk Oversight team's second line of defense, reviewing product and feature designs and advising on robust controls to ensure secure and resilient card solutions for our customers. You will also manage and lead a small team of individual contributors.
In addition, you will work in partnership with Legal, Compliance, and Controls teams to address emerging issues and concerns, providing timely and actionable guidance. You will also communicate critical product challenges and risk insights to senior leadership, helping to shape strategic decisions and drive continuous improvement in our risk management practices.
Job Responsibilities
+ Identify ways payment use cases can potentially facilitate fraud and scam scenarios, as well as operational and reputational risk
+ Evaluate new payment features or modifications to existing services to ensure that the Product team has identified all the risks and has included appropriate controls to mitigate risks
+ Undetrstand the digital bank payment processes and flows you oversee just as well as the Product team
+ Demonstrate a working knowledge of cross-channel controls that are used to mitigate inherent risk in Digital
+ Represent the interests of stakeholders in risk management
+ Collaborate with the business to solve problems but escalates within the risk management framework when the business exposes the bank to risk in an unsafe way
+ Remain abreast of new/changes in payments, authentication, technology, and Digital financial services
+ Deconstruct and explain complex concepts and issues in a business-friendly manner to senior/executive management
+ Work effectively as a people manger and a collaborative team member on simultaneous projects
+ Work well in a team environment, including cross-functional teams
Required qualifications, capabilities, and skills
+ Bachelor's degree and minimum of 10 years in a Risk function (Fraud, Scams, or Reputational Risk)
+ Minimum of 5 years managing teams
+ Experience with digital and commerce payments, i.e. Zelle, wallets, RTP, cards, etc
+ Ability to defend positions and influence with quantitative analysis developed with an analytical team
+ Ability to work effectively with both business and technically oriented individuals
+ Possess excellent verbal and written communication skills and the ability to interact professionally with executives, managers, and subject matter experts
+ Ability to work in a fast-paced environment
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
**Base Pay/Salary**
New York,NY $149,150.00 - $245,000.00 / year
$149.2k-245k yearly 34d ago
Risk Management - Risk Oversight Lead for Commerce Payments - Executive Director
Jpmorgan Chase 4.8
Columbus, OH jobs
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 the Risk Management Oversight Lead for Commerce Payments Executive Director in the Consumer & Business Banking Risk Management group, you will play a pivotal role in safeguarding our payment products and services. In this Executive Director position, you will evaluate and recommend effective fraud and scam controls to Chase's agile product owners for both new business initiatives and existing payment processes.
Leveraging your expertise in digital wallets, tokenization, co-branded cards, and other innovative payment features, you will proactively identify and assess potential risk scenarios. You will serve as a key member of the Risk Oversight team's second line of defense, reviewing product and feature designs and advising on robust controls to ensure secure and resilient card solutions for our customers. You will also manage and lead a small team of individual contributors.
In addition, you will work in partnership with Legal, Compliance, and Controls teams to address emerging issues and concerns, providing timely and actionable guidance. You will also communicate critical product challenges and risk insights to senior leadership, helping to shape strategic decisions and drive continuous improvement in our risk management practices.
**Job Responsibilities**
+ Look for ways payment use cases can potentially facilitate fraud and scam scenarios, as well as operational and reputational risk
+ Evaluate new payment features or modifications to existing services to ensure that the Product team has identified all the risks and has included appropriate controls to mitigate risks
+ Know the wallet payment flows you oversee just as well as the Product team
+ Have a working knowledge of cross-channel controls that are used to mitigate inherent risk in Digital
+ Reliably represent the interests of other internal stakeholders in risk management
+ Collaborate with the business to solve problems but escalates within the risk management framework when the business exposes the bank to risk in an unsafe way
+ Stay abreast of new/changes in provisioning, tokenization, authentication, technology, and Digital financial services
+ Deconstruct and explain complex concepts and issues in a business-friendly manner to senior/executive management
+ Work effectively as an individual contributor and collaborative team member on simultaneous projects.
+ Possess excellent verbal and written communication skills and the ability to interact professionally with executives, managers, and subject matter experts
+ Work well in a team environment, including cross-functional teams
**Required qualifications, capabilities, and skills**
+ Bachelor's degree
+ Minimum of 10 years in a Risk function (Fraud, Scams, or Reputational Risk)
+ Minimum of 5 years managing teams
+ Experience with digital and commerce payments, i.e. Zelle, wallets, RTP, cards, etc
+ Ability to defend positions and influence with quantitative analysis developed with an analytical team
+ Ability to work effectively with both business and technically oriented individuals
+ Excellent written and verbal communication skills
+ Ability to work in a diverse and inclusive environment
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
**Base Pay/Salary**
New York,NY $149,150.00 - $245,000.00 / year
$149.2k-245k yearly 60d+ ago
Risk Management - Risk Oversight Director for Banking Payments - Executive Director
Jpmorgan Chase Bank, N.A 4.8
Columbus, OH jobs
Bring your expertise to JPMorganChase. 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 the Risk Management Banking Payments Oversight Executive Director in the Consumer & Business Banking Risk Management group, you will play a pivotal role in safeguarding our payment products and services. You will evaluate and recommend effective fraud and scam controls to Chase's agile product owners for both new business initiatives and existing payment processes. Leveraging your expertise in Wires, Zelle, ACH, RTP, as well as innovative payment features, you will proactively identify and assess potential risk scenarios. You will serve as a key member of the Risk Oversight team's second line of defense, reviewing product and feature designs and advising on robust controls to ensure secure and resilient card solutions for our customers. You will also manage and lead a small team of individual contributors.
In addition, you will work in partnership with Legal, Compliance, and Controls teams to address emerging issues and concerns, providing timely and actionable guidance. You will also communicate critical product challenges and risk insights to senior leadership, helping to shape strategic decisions and drive continuous improvement in our risk management practices.
Job Responsibilities
Identify ways payment use cases can potentially facilitate fraud and scam scenarios, as well as operational and reputational risk
Evaluate new payment features or modifications to existing services to ensure that the Product team has identified all the risks and has included appropriate controls to mitigate risks
Undetrstand the digital bank payment processes and flows you oversee just as well as the Product team
Demonstrate a working knowledge of cross-channel controls that are used to mitigate inherent risk in Digital
Represent the interests of stakeholders in risk management
Collaborate with the business to solve problems but escalates within the risk management framework when the business exposes the bank to risk in an unsafe way
Remain abreast of new/changes in payments, authentication, technology, and Digital financial services
Deconstruct and explain complex concepts and issues in a business-friendly manner to senior/executive management
Work effectively as a people manger and a collaborative team member on simultaneous projects
Work well in a team environment, including cross-functional teams
Required qualifications, capabilities, and skills
Bachelor's degree and minimum of 10 years in a Risk function (Fraud, Scams, or Reputational Risk)
Minimum of 5 years managing teams
Experience with digital and commerce payments, i.e. Zelle, wallets, RTP, cards, etc
Ability to defend positions and influence with quantitative analysis developed with an analytical team
Ability to work effectively with both business and technically oriented individuals
Possess excellent verbal and written communication skills and the ability to interact professionally with executives, managers, and subject matter experts
Ability to work in a fast-paced environment
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
Base Pay/Salary
New York,NY $149,150.00 - $245,000.00 / year
$149.2k-245k yearly 4d ago
Fair Banking Quantitative Risk Manager
M&T Bank 4.7
Remote
The Fair Banking Qualitative Risk Manager is responsible for managing and overseeing a team of analytics professionals who perform modeling and qualitative assessments to identify, measure, and mitigate Fair Lending risk across the lending lifecycle. This role ensures compliance with regulatory expectations and internal risk management standards by providing credible challenge, analytical oversight, and governance of statistical methodologies used to evaluate underwriting, pricing, redlining and other aspects of Fair Banking performance. The manager collaborates with Compliance, Risk, and business partners to ensure results are accurately interpreted, communicated, and incorporated into fair and responsible banking practices.
Primary Responsibilities:
Manage and mentor a team of Fair Lending analysts performing regression modeling, matched-pair analysis, redlining analytics, and comparative file reviews.
Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
Establish priorities, assign projects, and monitor progress to ensure timely, high-quality deliverables aligned with department goals.
Foster a culture of analytical integrity, professional development and cross-team collaboration between analytics, and business partners.
Oversee model development and maintenance processes to ensure adherence to regulatory and model-risk expectations.
Review and approve analytical frameworks, variable selection methodologies, segmentation strategies, and model documentation, to ensure transparency and reproducibility.
Provide credible challenge to assumptions, controls, and outcomes produced by analysts; ensure the findings are fully supported, statistically valid and risk contextualized.
Coordinate with Model Risk Management and Internal Audit during validation, periodic reviews, and model inventory updates.
Oversee development of written analyses, memo, dashboards, and reporting materials for Senior Management, Internal Audit, and regulators.
Act as a liaison for all Quantitative Risk Management projects for Senior Management related to a diverse portfolio of bank wide divisional areas, external consultants, vendors, and peer banks on facets of quantitative risk management.
Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Education and Experience Required:
Bachelors' degree,
OR in lieu of a degree,
A combined minimum of 14 years' higher education and/or work experience, including a minimum of 10 years' related experience (inclusive of 4 years supervisory/management experience)
-OR-
Master's degree in mathematics, Statistics, Quantitative Analysis or another technical discipline and a minimum of 8 years' related experience (inclusive of 4 years supervisory/management experience),
OR in lieu of a degree,
A combined minimum of 14 years' higher education and/or work experience, including a minimum of 8 years' related experience and/or (inclusive of 4 years supervisory/management experience).
Minimum of 10 years' related experience (inclusive of 4 years supervisory/management experience)
Banking or Financial Services experience.
Experience with SAS, SAS Enterprise Miner and other Statistical Software Packages.
Advanced Knowledge of SQL and Microsoft Office.
Ability to utilize analytics in a collaborative manner across business functions and product lines to derive optimum solutions.
Demonstrated ability to communicate complex concepts.
Demonstrated ability to manipulate and analyze data across large databases.
Education and Experience Preferred:
Credit Analysis experience.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $148,300.00 - $247,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
$148.3k-247.1k yearly Auto-Apply 60d+ ago
Risk Management - Debit and ATM Product Risk Manager - Vice President
Jpmorgan Chase 4.8
Columbus, OH jobs
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 Debit and ATM Product Risk Manager within Risk Management and Compliance, you will challenge product teams by applying a risk-focused perspective and escalating key topics to senior leadership. You will collaborate with cross-functional partners to assess and mitigate risks in deposit products and related services. Your role empowers you to influence product development while maintaining independence and objectivity. We value your ability to explain complex concepts clearly and foster a culture of risk awareness. Join us to make a meaningful impact on our products, customers, and communities.
**Job Responsibilities**
+ Develop a deep understanding of deposit product features, functionality, and related services
+ Deliver risk assessments and credible challenge in partnership with cross-functional teams
+ Meet regularly with product development partners to advise and maintain independence
+ Identify strategic, liquidity, operational, and reputational risks in emerging products and services
+ Evaluate new concepts or modifications to ensure risks are identified and controlled
+ Apply bank policy and external regulations, escalating issues to Compliance and Legal partners
+ Represent the interests of internal stakeholders in risk management
+ Stay informed on marketplace changes, including technology, products, and threats
+ Deconstruct and explain complex concepts to senior and executive management
**Required qualifications, capabilities, and skills**
+ Bachelor's degree
+ At least 5 years of experience in financial services, consulting, technology, or related field
+ Experience with digital or mobile banking, payments, or emerging technologies
+ Familiarity with agile development methodology
+ Strong critical thinking skills
+ Ability to defend positions using quantitative analysis with analytical teams
+ Effective collaboration with business and technical individuals
+ Excellent written and verbal communication skills
+ Strong emotional intelligence and influencing skills
+ Ability to work independently while managing multiple priorities
**Preferred qualifications, capabilities, and skills**
+ Familiarity with process engineering and root cause analysis
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
$102k-129k yearly est. 25d ago
Tech Risk and Controls Director
Jpmorgan Chase Bank, N.A 4.8
Columbus, OH jobs
Join a role that's central to our technological controls and standards, offering a unique opportunity to shape the firm's tech controls strategy in alignment with various standards and regulatory requirements. As a Tech Risk & Controls Director at JPMorgan Chase within the Cybersecurity Technology and Controls, you will be responsible for the firm's control design, governance, standardization, and measurement across all the Cyber domains. Your primary focus will be leading and managing the Security Configuration Management domain. This role ensures that foundational and advanced controls across platform, network, endpoint and application security configuration are governed by clearly defined standards and measurable control objectives. This position blends deep technical understanding of controls and tooling with architectural oversight and governance rigor ensuring that the firm's operational controls are consistently engineered, validated, and improved across both cloud-native and on-premises environments.
Job responsibilities
Lead the development of technical control objectives and standards for Security Configuration Management and other Cyber domains.
Define measurable performance and effectiveness metrics for each control category, integrating telemetry, automation, and operational metrics into governance dashboards.
Partner with security engineering and operations teams to evaluate control sufficiency against threat models, regulatory expectations, and internal policies.
Govern control implementation and sustainment across hybrid ecosystems (cloud, data center, and user endpoint environments), ensuring consistent security posture.
Assess and guide integration of firm wide configuration drift monitoring tools (Evolven, Puppet, Chef, Wiz etc...) with JPMC's GRC ecosystem to align with standardized control objectives.
Provide strategic insight into the control posture to architecture and risk governance leadership, driving continuous improvement in control effectiveness and efficiency.
Collaborate across architecture, operations, and GRC teams to ensure security configuration, network and endpoint controls align with enterprise configuration standards, policies, and frameworks.
Required qualifications, capabilities, and skills
Formal training or certification with 10+ years of experience in cybersecurity controls architecture, security engineering, or operations leadership (various Cyber domains).
Proficient in designing or governing technical control frameworks across hybrid environments (AWS, Azure, on-premises).
Good knowledge of modern enterprise security toolsets and their control capabilities, including security configuration and drift management, network segmentation, endpoint protection, and detection/response.
Hands on building and measuring technical control effectiveness through metrics, telemetry, and compliance automation.
Exceptional communication and leadership skills with a track record of influencing technology strategy and control adoption at scale.
Deep familiarity with NIST (800-53 and 800-128 are required), ISO, CIS, and zero-trust control frameworks.
Preferred qualifications, capabilities, and skills
Professional certifications such as Cloud Certifications (AWS Solutions Architect, AWS Security Specialist), CISSP, CISM, or GIAC.
Experience designing metrics and governance frameworks for Security Configuration Management, SOC, network security, or endpoint control domains.
Strong working knowledge of GRC tools like Archer, infrastructure as code, and control enforcement in dynamic and hybrid environments.
#CTC
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
$122k-159k yearly est. 2d ago
Risk Management - Risk Oversight Lead for Commerce Payments - Executive Director
Jpmorganchase 4.8
Columbus, OH jobs
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 the Risk Management Oversight Lead for Commerce Payments Executive Director in the Consumer & Business Banking Risk Management group, you will play a pivotal role in safeguarding our payment products and services. In this Executive Director position, you will evaluate and recommend effective fraud and scam controls to Chase's agile product owners for both new business initiatives and existing payment processes.
Leveraging your expertise in digital wallets, tokenization, co-branded cards, and other innovative payment features, you will proactively identify and assess potential risk scenarios. You will serve as a key member of the Risk Oversight team's second line of defense, reviewing product and feature designs and advising on robust controls to ensure secure and resilient card solutions for our customers. You will also manage and lead a small team of individual contributors.
In addition, you will work in partnership with Legal, Compliance, and Controls teams to address emerging issues and concerns, providing timely and actionable guidance. You will also communicate critical product challenges and risk insights to senior leadership, helping to shape strategic decisions and drive continuous improvement in our risk management practices.
Job Responsibilities
Look for ways payment use cases can potentially facilitate fraud and scam scenarios, as well as operational and reputational risk
Evaluate new payment features or modifications to existing services to ensure that the Product team has identified all the risks and has included appropriate controls to mitigate risks
Know the wallet payment flows you oversee just as well as the Product team
Have a working knowledge of cross-channel controls that are used to mitigate inherent risk in Digital
Reliably represent the interests of other internal stakeholders in risk management
Collaborate with the business to solve problems but escalates within the risk management framework when the business exposes the bank to risk in an unsafe way
Stay abreast of new/changes in provisioning, tokenization, authentication, technology, and Digital financial services
Deconstruct and explain complex concepts and issues in a business-friendly manner to senior/executive management
Work effectively as an individual contributor and collaborative team member on simultaneous projects.
Possess excellent verbal and written communication skills and the ability to interact professionally with executives, managers, and subject matter experts
Work well in a team environment, including cross-functional teams
Required qualifications, capabilities, and skills
Bachelor's degree
Minimum of 10 years in a Risk function (Fraud, Scams, or Reputational Risk)
Minimum of 5 years managing teams
Experience with digital and commerce payments, i.e. Zelle, wallets, RTP, cards, etc
Ability to defend positions and influence with quantitative analysis developed with an analytical team
Ability to work effectively with both business and technically oriented individuals
Excellent written and verbal communication skills
Ability to work in a diverse and inclusive environment
$111k-136k yearly est. Auto-Apply 60d+ ago
Risk Management - Risk Oversight Director for Banking Payments - Executive Director
Jpmorganchase 4.8
Columbus, OH jobs
Bring your expertise to JPMorganChase. 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 the Risk Management Banking Payments Oversight Executive Director in the Consumer & Business Banking Risk Management group, you will play a pivotal role in safeguarding our payment products and services. You will evaluate and recommend effective fraud and scam controls to Chase's agile product owners for both new business initiatives and existing payment processes. Leveraging your expertise in Wires, Zelle, ACH, RTP, as well as innovative payment features, you will proactively identify and assess potential risk scenarios. You will serve as a key member of the Risk Oversight team's second line of defense, reviewing product and feature designs and advising on robust controls to ensure secure and resilient card solutions for our customers. You will also manage and lead a small team of individual contributors.
In addition, you will work in partnership with Legal, Compliance, and Controls teams to address emerging issues and concerns, providing timely and actionable guidance. You will also communicate critical product challenges and risk insights to senior leadership, helping to shape strategic decisions and drive continuous improvement in our risk management practices.
Job Responsibilities
Identify ways payment use cases can potentially facilitate fraud and scam scenarios, as well as operational and reputational risk
Evaluate new payment features or modifications to existing services to ensure that the Product team has identified all the risks and has included appropriate controls to mitigate risks
Undetrstand the digital bank payment processes and flows you oversee just as well as the Product team
Demonstrate a working knowledge of cross-channel controls that are used to mitigate inherent risk in Digital
Represent the interests of stakeholders in risk management
Collaborate with the business to solve problems but escalates within the risk management framework when the business exposes the bank to risk in an unsafe way
Remain abreast of new/changes in payments, authentication, technology, and Digital financial services
Deconstruct and explain complex concepts and issues in a business-friendly manner to senior/executive management
Work effectively as a people manger and a collaborative team member on simultaneous projects
Work well in a team environment, including cross-functional teams
Required qualifications, capabilities, and skills
Bachelor's degree and minimum of 10 years in a Risk function (Fraud, Scams, or Reputational Risk)
Minimum of 5 years managing teams
Experience with digital and commerce payments, i.e. Zelle, wallets, RTP, cards, etc
Ability to defend positions and influence with quantitative analysis developed with an analytical team
Ability to work effectively with both business and technically oriented individuals
Possess excellent verbal and written communication skills and the ability to interact professionally with executives, managers, and subject matter experts
Ability to work in a fast-paced environment
$111k-136k yearly est. Auto-Apply 35d ago
Tech Risk and Controls Director
Jpmorganchase 4.8
Remote
Join a role that's central to our technological resilience, offering a unique opportunity to shape the firm's tech risk strategy and enhance industry compliance.
As a Tech Risk & Controls Director in Global Standards and Control Lifecycle Management, you will play a pivotal role in shaping and implementing the firm's technology risk management strategy. Leveraging your advanced knowledge and expertise in technology-risk disciplines, you will identify, oversee, and mitigate compliance and operational risks in line with the firm's standards. You will collaborate with various stakeholders, including Product Owners, Business Control Managers, and regulators, to develop and maintain a comprehensive view of the technology risk posture and its impact on the business. Your ability to make calculated decisions, manage large teams, and drive strategic projects will be crucial in ensuring the firm's adherence to regulatory obligations and industry best practices. Your work will contribute to the long-term success and resilience of the organization in an ever-evolving technology landscape.
Job responsibilities
Develop and implement technology risk management strategies, policies, and processes to identify, assess, and mitigate risks, and drive strategic projects and initiatives to enhance the firm's technology risk management capabilities, in line with industry best practices and the firm's standards and regulatory requirements
Identify and escalate emerging and upstream technology risk through execution of the Firm's management framework tools, including risk event management, reporting, and action plan tracking, and provide expert counsel to stakeholders and constituents regarding their security obligations, facilitating acceptable outcomes
Establish and maintain strong relationships with internal and external stakeholders, including key cross-functional team leads, regulators, and auditors, to ensure compliance with legal, regulatory, and industry standards
Manage reporting and governance of overall controls, policies, issue management, and measurements, etc., providing insight to senior leaders into effectiveness of controls and inform governance work
Required qualifications, capabilities, and skills
Formal training or certification in security concepts, with 7+ years of experience or equivalent expertise in technology risk management, information security, or a related field, with a focus on managing risk identification, assessment, and mitigation.
Demonstrated expertise in risk management frameworks, industry standards, and regulatory requirements relevant to the financial industry.
Proven ability to lead large teams, manage cross-functional projects, influence executive-level strategic decision-making, and effectively translate technology insights to business strategy in communications with senior executives.
Advanced knowledge and experience leading data security, risk assessment & reporting, and control evaluation, design, and governance, with a track record of implementing effective risk mitigation strategies.
Preferred qualifications, capabilities, and skills
Strong understanding of financial services
Experience working on complex cyber security initiatives
Strong executive reporting and presentation skills.
#CTC
$112k-151k yearly est. Auto-Apply 55d ago
Market Risk Manager - Fixed Income Oversight
Keybank 4.4
Cleveland, OH jobs
About the Job The Trading Risk Oversight team within Market and Treasury Risk Management performs oversight of trading activities including the Fixed Income, Equities, Foreign Exchange, and Interest Rate and Commodity Derivatives trading desks. The team performs a broad range of quantitative and qualitative analysis to support the Market Risk function, including monitoring and evaluating risks affecting current or anticipated capital, valuation, P&L, Value-At-Risk (VaR) and Counterparty Credit Risk.
The Fixed Income business within Key covers various sectors including but not limited to Corporate IG & HY, Municipal, Government, Agency/Non Agency Residential and Commercial MBS, and other ABS. The candidate is expected to provide expertise on emerging risks, market insight, and analytical support for new business initiatives. The candidate is also expected to leverage his/her trading experience to enhance the 2nd line of defense trading oversight function. In this capacity, the candidate will report to the Director of Trading Risk Oversight and will be working with the Chief Market and Treasury RiskOfficer and the Trading Risk Oversight team while staying in close communication with traders and the Head of Fixed Income, Currencies & Commodities.
ESSENTIAL JOB FUNCTIONS
Perform oversight of the Fixed Income trading business
Perform research and analysis to stay on top of market developments.
Support the line of business with deep subject matter knowledge relative to market risk and market risk strategies.
Support Market Risk policies and processes.
Identify and quantify market risks and emerging risks.
Provide in-depth analytical and quantitative decision support.
Understand the conceptual framework and assumptions of models.
Understand and support how models are used in the business decision making process.
Assess and validate model performance.
Develop and maintain effective partnership with LOB management and traders.
Use industry knowledge and experience to identify opportunities, adopt best practices, improve existing processes, and provide expert advice on various business and analytic issues
REQUIRED QUALIFICATIONS
Bachelor's degree in finance, economics, mathematics, statistics or other quantitative field.
3-7 years of trading, banking and risk management experience.
Advanced knowledge of Fixed Income securities.
Strong analytical, quantitative, and communication skills.
Ability to perform multiple tasks simultaneously to meet strict deadlines.
Ability to work independently and in a team environment in collaboration with other team members.
Microsoft Office tools
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/15/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Hybrid
$116k-216k yearly Auto-Apply 9d ago
Senior Agency Closing Officer (Remote-Eligible)
Capital One 4.7
Columbus, OH jobs
The Senior Agency Closing Officer will have a keen understanding of Agency requirements as it relates to closing loans, and a good understanding of crossover relationships between Originations, Underwriting, Closing, Servicing and Asset Management. Responsible to operate with autonomy and limited supervision in performing activities related to overseeing and managing the operational aspects of Fannie Mae and Freddie Mac multifamily mortgage loan closings. Able to analyze issues and process information for sound decision making. Must be able to handle the pressure of a busy mortgage finance company and independently meet strict corporate and GSE regulatory deadlines while maintaining a high quality of service. Must have superior customer service skills, be detail oriented and self‐motivated.
**Responsibilities:**
+ Maintain close communication with customers, originators, third party vendors and underwriters to ensure proper and timely settlement.
+ Guide deal team (Analyst and Coordinator) through transaction specific matters for timely and accurate completion.
+ Advanced communication skills to express thoughts on complex matters to ensure an accurate understanding is received resulting in positive collaboration.
+ Send clearly stated written requests or clear and concise verbal communications with customers, attorneys and other third parties to obtain additional information as needed.
+ Independently comprehend and assess new information received regarding investor and underwriting guidelines, and able to offer input as to handling of such information company policies, processing procedures, etc.
+ Independently troubleshoot inconsistent information to ensure accurate information is utilized.
+ Ability to independently analyze complex information in order to perform real estate tax and insurance escrow analysis for closing.
+ Review title requirements for state specific mortgage attachments and /or state mortgage tax requirements.
+ Collaborate closely with Underwriting and Legal to work through transaction specific issues and be able to independently think through and offer solutions when problems arise.
+ Work with insurance analyst to ensure borrower obtains required insurance coverage (casualty, liability, flood, wind, etc.)
+ Meticulous with work product review to spot incorrect information in work product.
+ Gather and prepare information for completion of closing documents including 3rd party fees, payoffs and subordinations
+ Verify underwriting and funding conditions are signed off prior to settlement.
+ Confirm loan information in all bank and GSE delivery systems/portals are accurate.
+ Review and work with closing counsel in the preparation and delivery of closing documents.
+ Review final settlement statement and Disbursement Ledger for accuracy and compliance, including the verification of seller and lender credits, funds on deposit, and payoff of debt (if applicable).
+ Follow up with closing/escrow agent to verify settlement of loan, disbursement of funds and advise of any problems or concerns.
+ Meet established productivity levels and turnaround times as set by Manager and be able to effectively communicate reasoning when expectations need to be revised.
+ Sharp understanding of Agency requirements and Closing process to ensure a high level of Quality Control.
**Basic Qualifications:**
+ Bachelor's degree or Military experience
+ At least 4 years of Agency Commercial Mortgage Loan Closing experience
**Preferred Qualifications:**
+ 5+ years of Agency Commercial Mortgage Loan Closing experience
+ 5+ years of Salesforce experience
**_At this time, Capital One will not sponsor a new applicant for employment authorization for this position._**
**\#CommOps**
**_Capital One is open to hiring a Remote Employee for this opportunity._**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $149,000 - $170,000 for Agency Loan Admin Supervisor II
McLean, VA: $163,900 - $187,100 for Agency Loan Admin Supervisor II
New York, NY: $178,800 - $204,100 for Agency Loan Admin Supervisor II
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$67k-95k yearly est. 6d ago
Tech Risk and Controls Director
Jpmorganchase 4.8
Ohio jobs
Join a role that's central to our technological controls and standards, offering a unique opportunity to shape the firm's tech controls strategy in alignment with various standards and regulatory requirements.
As a Tech Risk & Controls Director at JPMorgan Chase within the Cybersecurity Technology and Controls, you will be responsible for the firm's control design, governance, standardization, and measurement across all the Cyber domains. Your primary focus will be leading and managing the Security Configuration Management domain. This role ensures that foundational and advanced controls across platform, network, endpoint and application security configuration are governed by clearly defined standards and measurable control objectives. This position blends deep technical understanding of controls and tooling with architectural oversight and governance rigor ensuring that the firm's operational controls are consistently engineered, validated, and improved across both cloud‑native and on‑premises environments.
Job responsibilities
Lead the development of technical control objectives and standards for Security Configuration Management and other Cyber domains.
Define measurable performance and effectiveness metrics for each control category, integrating telemetry, automation, and operational metrics into governance dashboards.
Partner with security engineering and operations teams to evaluate control sufficiency against threat models, regulatory expectations, and internal policies.
Govern control implementation and sustainment across hybrid ecosystems (cloud, data center, and user endpoint environments), ensuring consistent security posture.
Assess and guide integration of firm wide configuration drift monitoring tools (Evolven, Puppet, Chef, Wiz etc…) with JPMC's GRC ecosystem to align with standardized control objectives.
Provide strategic insight into the control posture to architecture and risk governance leadership, driving continuous improvement in control effectiveness and efficiency.
Collaborate across architecture, operations, and GRC teams to ensure security configuration, network and endpoint controls align with enterprise configuration standards, policies, and frameworks.
Required qualifications, capabilities, and skills
Formal training or certification with 10+ years of experience in cybersecurity controls architecture, security engineering, or operations leadership (various Cyber domains).
Proficient in designing or governing technical control frameworks across hybrid environments (AWS, Azure, on‑premises).
Good knowledge of modern enterprise security toolsets and their control capabilities, including security configuration and drift management, network segmentation, endpoint protection, and detection/response.
Hands on building and measuring technical control effectiveness through metrics, telemetry, and compliance automation.
Exceptional communication and leadership skills with a track record of influencing technology strategy and control adoption at scale.
Deep familiarity with NIST (800-53 and 800-128 are required), ISO, CIS, and zero‑trust control frameworks.
Preferred qualifications, capabilities, and skills
Professional certifications such as Cloud Certifications (AWS Solutions Architect, AWS Security Specialist), CISSP, CISM, or GIAC.
Experience designing metrics and governance frameworks for Security Configuration Management, SOC, network security, or endpoint control domains.
Strong working knowledge of GRC tools like Archer, infrastructure as code, and control enforcement in dynamic and hybrid environments.
#CTC
$123k-160k yearly est. Auto-Apply 3d ago
Senior Agency Closing Officer (Remote-Eligible)
Capital One 4.7
McLean, VA jobs
The Senior Agency Closing Officer will have a keen understanding of Agency requirements as it relates to closing loans, and a good understanding of crossover relationships between Originations, Underwriting, Closing, Servicing and Asset Management. Responsible to operate with autonomy and limited supervision in performing activities related to overseeing and managing the operational aspects of Fannie Mae and Freddie Mac multifamily mortgage loan closings. Able to analyze issues and process information for sound decision making. Must be able to handle the pressure of a busy mortgage finance company and independently meet strict corporate and GSE regulatory deadlines while maintaining a high quality of service. Must have superior customer service skills, be detail oriented and self‐motivated.
Responsibilities:
Maintain close communication with customers, originators, third party vendors and underwriters to ensure proper and timely settlement.
Guide deal team (Analyst and Coordinator) through transaction specific matters for timely and accurate completion.
Advanced communication skills to express thoughts on complex matters to ensure an accurate understanding is received resulting in positive collaboration.
Send clearly stated written requests or clear and concise verbal communications with customers, attorneys and other third parties to obtain additional information as needed.
Independently comprehend and assess new information received regarding investor and underwriting guidelines, and able to offer input as to handling of such information company policies, processing procedures, etc.
Independently troubleshoot inconsistent information to ensure accurate information is utilized.
Ability to independently analyze complex information in order to perform real estate tax and insurance escrow analysis for closing.
Review title requirements for state specific mortgage attachments and /or state mortgage tax requirements.
Collaborate closely with Underwriting and Legal to work through transaction specific issues and be able to independently think through and offer solutions when problems arise.
Work with insurance analyst to ensure borrower obtains required insurance coverage (casualty, liability, flood, wind, etc.)
Meticulous with work product review to spot incorrect information in work product.
Gather and prepare information for completion of closing documents including 3rd party fees, payoffs and subordinations
Verify underwriting and funding conditions are signed off prior to settlement.
Confirm loan information in all bank and GSE delivery systems/portals are accurate.
Review and work with closing counsel in the preparation and delivery of closing documents.
Review final settlement statement and Disbursement Ledger for accuracy and compliance, including the verification of seller and lender credits, funds on deposit, and payoff of debt (if applicable).
Follow up with closing/escrow agent to verify settlement of loan, disbursement of funds and advise of any problems or concerns.
Meet established productivity levels and turnaround times as set by Manager and be able to effectively communicate reasoning when expectations need to be revised.
Sharp understanding of Agency requirements and Closing process to ensure a high level of Quality Control.
Basic Qualifications:
Bachelor's degree or Military experience
At least 4 years of Agency Commercial Mortgage Loan Closing experience
Preferred Qualifications:
5+ years of Agency Commercial Mortgage Loan Closing experience
5+ years of Salesforce experience
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
#CommOps
Capital One is open to hiring a Remote Employee for this opportunity.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $149,000 - $170,000 for Agency Loan Admin Supervisor II
McLean, VA: $163,900 - $187,100 for Agency Loan Admin Supervisor II
New York, NY: $178,800 - $204,100 for Agency Loan Admin Supervisor II
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$178.8k-204.1k yearly Auto-Apply 8d ago
Risk Management - Debit and ATM Product Risk Manager - Vice President
Jpmorgan Chase & Co 4.8
Ohio jobs
JobID: 210696257 JobSchedule: Full time JobShift: Day : 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 Debit and ATM Product Risk Manager within Risk Management and Compliance, you will challenge product teams by applying a risk-focused perspective and escalating key topics to senior leadership. You will collaborate with cross-functional partners to assess and mitigate risks in deposit products and related services. Your role empowers you to influence product development while maintaining independence and objectivity. We value your ability to explain complex concepts clearly and foster a culture of risk awareness. Join us to make a meaningful impact on our products, customers, and communities.
Job Responsibilities
* Develop a deep understanding of deposit product features, functionality, and related services
* Deliver risk assessments and credible challenge in partnership with cross-functional teams
* Meet regularly with product development partners to advise and maintain independence
* Identify strategic, liquidity, operational, and reputational risks in emerging products and services
* Evaluate new concepts or modifications to ensure risks are identified and controlled
* Apply bank policy and external regulations, escalating issues to Compliance and Legal partners
* Represent the interests of internal stakeholders in risk management
* Stay informed on marketplace changes, including technology, products, and threats
* Deconstruct and explain complex concepts to senior and executive management
Required qualifications, capabilities, and skills
* Bachelor's degree
* At least 5 years of experience in financial services, consulting, technology, or related field
* Experience with digital or mobile banking, payments, or emerging technologies
* Familiarity with agile development methodology
* Strong critical thinking skills
* Ability to defend positions using quantitative analysis with analytical teams
* Effective collaboration with business and technical individuals
* Excellent written and verbal communication skills
* Strong emotional intelligence and influencing skills
* Ability to work independently while managing multiple priorities
Preferred qualifications, capabilities, and skills
* Familiarity with process engineering and root cause analysis
$102k-130k yearly est. Auto-Apply 27d ago
Risk Management - Debit and ATM Product Risk Manager - Vice President
Jpmorganchase 4.8
Ohio jobs
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 Debit and ATM Product Risk Manager within Risk Management and Compliance, you will challenge product teams by applying a risk-focused perspective and escalating key topics to senior leadership. You will collaborate with cross-functional partners to assess and mitigate risks in deposit products and related services. Your role empowers you to influence product development while maintaining independence and objectivity. We value your ability to explain complex concepts clearly and foster a culture of risk awareness. Join us to make a meaningful impact on our products, customers, and communities.
Job Responsibilities
Develop a deep understanding of deposit product features, functionality, and related services
Deliver risk assessments and credible challenge in partnership with cross-functional teams
Meet regularly with product development partners to advise and maintain independence
Identify strategic, liquidity, operational, and reputational risks in emerging products and services
Evaluate new concepts or modifications to ensure risks are identified and controlled
Apply bank policy and external regulations, escalating issues to Compliance and Legal partners
Represent the interests of internal stakeholders in risk management
Stay informed on marketplace changes, including technology, products, and threats
Deconstruct and explain complex concepts to senior and executive management
Required qualifications, capabilities, and skills
Bachelor's degree
At least 5 years of experience in financial services, consulting, technology, or related field
Experience with digital or mobile banking, payments, or emerging technologies
Familiarity with agile development methodology
Strong critical thinking skills
Ability to defend positions using quantitative analysis with analytical teams
Effective collaboration with business and technical individuals
Excellent written and verbal communication skills
Strong emotional intelligence and influencing skills
Ability to work independently while managing multiple priorities
Preferred qualifications, capabilities, and skills
Familiarity with process engineering and root cause analysis
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., 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).
$102k-130k yearly est. Auto-Apply 27d ago
Risk Manager - Credit and Debit Cards
Us Bank 4.6
Cincinnati, OH jobs
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
Partners with leaders and Compliance colleagues in their assigned Line of Business Risk Managers across all regulatory disciplines, and Law Division personnel to, depending on the function, provide regulatory guidance and credible challenge for the successful creation, implementation, and maintenance of an effective risk management framework. Act as trusted advisor to Business Line (BL) first line of Defense (1LoD) and ChiefRiskOffice (CRO) colleagues for projects and/or activities that ensure compliance with applicable federal, state, and local laws and regulations. Facilitate the identification of gaps and drive solutions that minimize losses resulting from inadequate internal processes, systems, or human errors. Ensure the active identification, documentation and challenge or escalation of risks and their controls as appropriate. May influence policies and procedures to maximize profit potential and minimize regulatory exposure. Accountable for an effective partnership with 1LoD/CRO teams and with Risk Managers across other product and regulatory disciplines.
Basic Qualifications
* Bachelor's degree, or equivalent work experience
* Typically, more than eight years of applicable experience
Preferred Skills/Experience
* Advanced knowledge of applicable laws, regulations, financial services, and regulatory trends that impact credit and debit cards
* Advanced understanding of the business line's operations, products/services, and systems
* Advanced understanding of the credit/debit card risk and control framework
* Thorough knowledge of Risk/Compliance/Audit competencies
* Strong leadership and management skills of processes, projects and people
* Strong written and verbal communication skills
* Strong analytical, problem-solving and negotiation skills; comfortable presenting and defending regulatory guidance, even when it challenges the status quo
* Proficient computer skills, especially Microsoft Office applications
* CRCM Certified Regulatory and Compliance Manager
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 (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: $119,765.00 - $140,900.00
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.
$119.8k-140.9k yearly 36d ago
Accounting Risk and Policy Manager
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
not available for immigration sponsorship.
GENERAL FUNCTION:
Responsible for establishing and maintaining Bancorp accounting policies and procedures, monitoring emerging accounting issues and standards, interpreting and overseeing the implementation of newly issued accounting standards, formally communicating significant policy or procedural changes across the Bancorp, consulting with Affiliate, centralized and LOB finance teams on technical accounting topics, as well as representing Accounting Risk/External Reporting on various Bancorp accounting/finance initiatives and special projects.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Responsible for the development and maintenance of Bancorp accounting policies and procedures:
Ensure that Bancorp accounting policies and procedures are developed, maintained and updated in accordance with GAAP.
Ensure that policies and procedures are properly documented and maintained in a clear and concise manner.
Ensure that policy/procedural changes are clearly communicated to appropriate areas of the Bancorp on a proactive and timely basis.
Responsible for monitoring emerging accounting issues and standards:
Proactive monitoring of all emerging issues and assessing the implications to the Bancorp.
Discuss implications to the Bancorp with the Director of Accounting Risk and Policy, Accounting Risk and Policy Manager and Assistant Controller.
Develop comment letters as appropriate.
Responsible for interpreting newly issued standards and fully assessing their impact to the Bancorp:
Coordinate implementation team ensuring that all relevant Bancorp departments are represented.
Develop adoption implementation strategy and oversee its execution.
Quantify current and expected financial statement impacts for communication to the Bancorp finance organization as well as the Audit Committee.
Consult with Affiliate, centralized and LOB finance teams on technical accounting topics:
Proactively engage finance teams to gain a full understanding of new/emerging business transactions.
Develop and communicate technical accounting requirements and related financial statement impacts.
Assist with transaction structures and drafting of contractual agreements in order to maximize the favorable economic impact to the Bancorp as well as ensure the alignment of transactional economics and GAAP requirements.
Serve as the Bancorp's technical accounting subject-matter expert on various finance/accounting initiatives and special projects, including process improvements, merger and acquisition activity, etc. as well as serve differing roles on Bancorp committees.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Education: Bachelor's Degree in Accounting, Finance or Economics required.
Certification: CPA, CRCM, or equivalent Required
Experience: Years - Minimum of 5-7 years of accounting related experience; research experience preferred.
Industry - Banking or accounting related experience required.
Managerial - Supervisory experience preferred.
Computer/Technical: Proficient in advanced spreadsheet applications such as Excel, Microsoft Word, etc.
Other Skills: Excellent analytical, leadership, team building, communication and interpersonal skills.
Experience with accounting topics and auditing standards, SEC reporting, and project management.
#LI-BP1
Accounting Risk and Policy Manager
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$103k-126k yearly est. Auto-Apply 3d ago
KPB Trust Officer
Keybank National Association 4.4
Brooklyn, OH jobs
ABOUT THE JOB (JOB BRIEF) Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients and their beneficiaries. Actively manages trust administration and settlement, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals.
ESSENTIAL JOB FUNCTIONS
Fiduciary Expertise and Trust Administration
* Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues
* Designs and delivers sophisticated fiduciary solutions, using relationship team model (being prepared and participating in pre-call), to high net worth clients with complex financial needs.
* Administers complex fiduciary and/or agency accounts with a proactive, disciplined, consistent and comprehensive approach serving as a Fiduciary for Trust administration and post-death activities of fiduciary relationships
* Analyzes and interprets legal instruments to determine duties and responsibilities of bank
* Fulfills Key's fiduciary responsibilities, ensuring retention of business and reputation
* Demonstrates awareness of state specific estate and tax planning issues
* Advises field teams and other partners on internal fiduciary issues
* Identifies and resolves potential trust and estate tax-related issues
* Demonstrates and applies sound fiduciary judgment
Client Servicing and Retention
* Engages appropriate centralized support teams for administration or expertise in the delivery of client advice
* Executes, through Salesforce or other Comprehensive Practice Management process, prioritized pro-active client contacts, per service standards
* Retains and deepens the relationship with a client including the next generation
Sales
* Works closely with the Relationship Management Team to identify and prioritize opportunities to deepen relationships
* Identifies Investment Management and Trust Opportunities as well as any other banking, lending or insurance needs
* Fosters close business relationships to develop client loyalty and new business opportunities
* Leads the relationship development and engagement for beneficiaries
* Participates in the onboarding process for new clients in partnership with the Relationship Team
* Seeks new opportunities and engages proper sales partners
* Participates in relationship reviews as fiduciary expert upon request of field teams
Team Collaboration
* Provides backup and support to other Officers
* Builds and maintains effective working relationships with other team members to ensure high quality and timely administration of assigned fiduciary accounts
* Serves as a resource for the team on projects needed
Compliance
* Fulfills Key's fiduciary responsibilities with utmost adherence to all internal fiduciary policies and procedures, regulatory and legal requirements
* Anticipates and mitigates risk on assigned accounts
* Assumes accountability for all delegated fiduciary administrative work on assigned accounts
Leadership
* Teamwork, Respect, Accountability, Integrity and Leadership.
* Supports business objectives through active advocacy and behavioral adoption
* Develops and maintains knowledge of Key's investment process and results
* Participates in KeyCorp's commitment to community
REQUIRED QUALIFICATIONS
* Undergraduate degree or equivalent experience, accounting or finance preferred
* A minimum of 5 years client advisory experience to ultra-affluent, business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience
* Demonstrated fiduciary experience
* Experience working with high-net-worth clients, preferably in a private bank
* Demonstrated agility working with local Private Banking Teams, Commercial Bankers and Investment Bankers
* Self-motivated, goal and results driven
* Demonstrated ability to be accountable for a process and/or delivery from end to end
* Ability to plan own workflow to meet deadlines
PREFERRED QUALIFICATIONS
* Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
* Demonstrated proficiency and effectiveness in organizational skills including the ability to balance multiple requests and prioritize tasks in an efficient manner or order to support multiple people.
* Ability to interact effectively and collaboratively in a team environment.
* Ability to work, make decisions and manage client relationships independently while managing competing priorities.
* Ability to multi-task, quickly change direction and have an independent work ethic.
* Ability to exercise discretion due to accessing and handling highly sensitive information.
* Demonstrated attention to detail.
* Ability to learn and use proprietary software, databases and systems.
* Proficient in all Microsoft Office Applications
COMPETENCIES/SKILLS
Client Focus - Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand clients information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships gaining and retaining client's trust and respect.
Action Oriented -Is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others.
Business Acumen- Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
Creativity Ability to develop new and unique ideas and tends to be seen as original and value-added in brainstorming settings.
Functional / Technical Skills - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
Intellectual Horsepower - Is bright and intelligent; deals with concepts and complexity comfortably; described as intellectually sharp, capable, and agile.
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.
Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers and superiors, clients, prospects and centers of influence; is effective both inside and outside the organization, on both cool data and hot and controversial topics; will show and project confident, caring demeanor in client settings to enhance overall client experience; can change tactics midstream when something isn't working.
Strategic Agility - Can quickly understand and embrace corporate and line of business initiatives and changes and can confidently represent KPB internally among teammates and externally among clients, prospects and centers of influence.
EQUIPMENT USED/PHYSICAL REQUIREMENTS
Trust Accounting System, CE Desktop, Salesforce, and Microsoft OfficeOffice equipment
TRAINING REQUIRED
Cannon Level I or II or equivalent preferred
Cannon Level III or equivalent optional.
On the job and as required to maintain licenses and certifications
JOB LOCATION:
Brooklyn, Ohio
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $71,000.00 - $122,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/08/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$71k-122k yearly Auto-Apply 45d ago
KPB Trust Officer
Keybank 4.4
Brooklyn, OH jobs
ABOUT THE JOB (JOB BRIEF)
Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients and their beneficiaries. Actively manages trust administration and settlement, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals.
ESSENTIAL JOB FUNCTIONS
Fiduciary Expertise and Trust Administration
Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues
Designs and delivers sophisticated fiduciary solutions, using relationship team model (being prepared and participating in pre-call), to high net worth clients with complex financial needs.
Administers complex fiduciary and/or agency accounts with a proactive, disciplined, consistent and comprehensive approach serving as a Fiduciary for Trust administration and post-death activities of fiduciary relationships
Analyzes and interprets legal instruments to determine duties and responsibilities of bank
Fulfills Key's fiduciary responsibilities, ensuring retention of business and reputation
Demonstrates awareness of state specific estate and tax planning issues
Advises field teams and other partners on internal fiduciary issues
Identifies and resolves potential trust and estate tax-related issues
Demonstrates and applies sound fiduciary judgment
Client Servicing and Retention
Engages appropriate centralized support teams for administration or expertise in the delivery of client advice
Executes, through Salesforce or other Comprehensive Practice Management process, prioritized pro-active client contacts, per service standards
Retains and deepens the relationship with a client including the next generation
Sales
Works closely with the Relationship Management Team to identify and prioritize opportunities to deepen relationships
Identifies Investment Management and Trust Opportunities as well as any other banking, lending or insurance needs
Fosters close business relationships to develop client loyalty and new business opportunities
Leads the relationship development and engagement for beneficiaries
Participates in the onboarding process for new clients in partnership with the Relationship Team
Seeks new opportunities and engages proper sales partners
Participates in relationship reviews as fiduciary expert upon request of field teams
Team Collaboration
Provides backup and support to other Officers
Builds and maintains effective working relationships with other team members to ensure high quality and timely administration of assigned fiduciary accounts
Serves as a resource for the team on projects needed
Compliance
Fulfills Key's fiduciary responsibilities with utmost adherence to all internal fiduciary policies and procedures, regulatory and legal requirements
Anticipates and mitigates risk on assigned accounts
Assumes accountability for all delegated fiduciary administrative work on assigned accounts
Leadership
Teamwork, Respect, Accountability, Integrity and Leadership.
Supports business objectives through active advocacy and behavioral adoption
Develops and maintains knowledge of Key's investment process and results
Participates in KeyCorp's commitment to community
REQUIRED QUALIFICATIONS
Undergraduate degree or equivalent experience, accounting or finance preferred
A minimum of 5 years client advisory experience to ultra-affluent, business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience
Demonstrated fiduciary experience
Experience working with high-net-worth clients, preferably in a private bank
Demonstrated agility working with local Private Banking Teams, Commercial Bankers and Investment Bankers
Self-motivated, goal and results driven
Demonstrated ability to be accountable for a process and/or delivery from end to end
Ability to plan own workflow to meet deadlines
PREFERRED QUALIFICATIONS
Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Demonstrated proficiency and effectiveness in organizational skills including the ability to balance multiple requests and prioritize tasks in an efficient manner or order to support multiple people.
Ability to interact effectively and collaboratively in a team environment.
Ability to work, make decisions and manage client relationships independently while managing competing priorities.
Ability to multi-task, quickly change direction and have an independent work ethic.
Ability to exercise discretion due to accessing and handling highly sensitive information.
Demonstrated attention to detail.
Ability to learn and use proprietary software, databases and systems.
Proficient in all Microsoft Office Applications
COMPETENCIES/SKILLS
Client Focus - Is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand clients information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships gaining and retaining client's trust and respect.
Action Oriented -Is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others.
Business Acumen- Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
Creativity Ability to develop new and unique ideas and tends to be seen as original and value-added in brainstorming settings.
Functional / Technical Skills - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
Intellectual Horsepower - Is bright and intelligent; deals with concepts and complexity comfortably; described as intellectually sharp, capable, and agile.
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.
Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers and superiors, clients, prospects and centers of influence; is effective both inside and outside the organization, on both cool data and hot and controversial topics; will show and project confident, caring demeanor in client settings to enhance overall client experience; can change tactics midstream when something isn't working.
Strategic Agility - Can quickly understand and embrace corporate and line of business initiatives and changes and can confidently represent KPB internally among teammates and externally among clients, prospects and centers of influence.
EQUIPMENT USED/PHYSICAL REQUIREMENTS
Trust Accounting System, CE Desktop, Salesforce, and Microsoft OfficeOffice equipment
TRAINING REQUIRED
Cannon Level I or II or equivalent preferred
Cannon Level III or equivalent optional.
On the job and as required to maintain licenses and certifications
JOB LOCATION:
Brooklyn, Ohio
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $71,000.00 - $122,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/08/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Hybrid