At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premises of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career.
NBAZ is looking for **Commercial Portfolio Manager** candidates to join Arizona's #1 Community Bank for our **Phoenix Metro Commercial Market** . This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies, and practices.
If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
**Essential Functions:**
+ Responsible for managing and servicing a portfolio of existing loan relationships.
+ Responsible for expanding and building relationships resulting in excellent customer satisfaction.
+ Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations.
+ Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
+ Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio.
+ Assists bankers with new and existing loan requests and other special projects.
+ Other duties as assigned.
**Qualifications:**
+ Requires a bachelor's degree in Finance, Business or other related field and 2+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications.
+ Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
+ Knowledge of banking products, services, policies, procedures, and regulations.
+ Solid credit skills in underwriting, financial modeling, valuations, and adherence to policy.
+ Requires solid customer service, relationship, organizational, analytical, and creative problem-solving skills.
+ Ability to meet deadlines.
+ Must have solid communications skills, both verbal and written.
+ Knowledge of various software applications including word processing and spreadsheets.
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
+ Mental health benefits include coaching and therapy sessions.
+ Tuition Reimbursement for qualifying employees.
+ Employee Ambassador preferred banking products.
**Req ID:** 069141
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
$80k-133k yearly est. 25d ago
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Wealth Strategist
Zions Bancorporation 4.5
Zions Bancorporation job in Phoenix, AZ
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking an experienced and highly motivated Wealth Strategist to join our team and help with our Family Office offering. The ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession planning. This role involves working closely with current and prospective clients to develop and implement customized financial plans that align with their long-term objectives.
This position will be located in office in any of the following locations: Salt Lake City, UT; Las Vegas, NV; Phoenix, AZ; Denver, CO
Key Responsibilities:
* Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and needs. Ability to partner with wealth advisors to sell the benefits of the advanced planning services. Ability to communicate the value of planning for one's current and future goals. This person must be capable of working in a team environment with Wealth Advisors, Trust Administrators and Portfolio Managers.
* Financial Planning: Develop and communicate advanced financial planning strategies, in areas such as retirement planning, estate planning, risk management/insurance analysis, educational modeling, estate plan review and recommendations, tax review and recommendations, wealth transfer planning, risk management, and providing wealth recommendations that align with client goals.
* Compliance: Ensure all financial planning activities comply with regulatory requirements and company policies.
* Team Collaboration: Work closely with other financial advisors, analysts, and support staff to deliver exceptional service to clients.
* Continuous Improvement: Stay updated on industry trends, market conditions, and regulatory changes to provide the best advice to clients.
Qualifications:
* Bachelor's degree in Finance, Economics, Accounting, Financial Planning or a related field.
* CFP required.
* CPA, JD, or MBA preferred.
* Advanced knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods.
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal skills.
* Proficiency in financial planning software and tools.
* In-depth knowledge of investment products, tax laws, and estate planning strategies.
This position is eligible to earn a base salary in the range of $180,000 - $200,000 annually depending on job-related factors such as level of experience and location.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
$59k-99k yearly est. 6d ago
Cannabis Relationship Specialist
First Fidelity Bank 4.8
Scottsdale, AZ job
At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun!
SUMMARY
Sells and implements the Bank's treasury management services and depository products specializing in high risk clients bank-wide. Responsible for expanding depository relationships with new and existing clients, including cash-intensive businesses, in order to meet or exceed deposit and non-interest fee income goals. Actively manages complex client relationships in collaboration with other departments. Acts as a liaison between clients and the Bank's service departments to support sales implementation and service issues. Monitors market conditions and trends so that the Bank remains competitive in product offerings and pricing.
PRIMARY DUTIES/RESPONSIBILITIES:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
* Analyzes client's deposit relationships, treasury functions, and cash flow to develop customized treasury services proposals.
* Regularly meets with business owners, CFOs, and Controllers for consultation and presentation of proposals.
* Serves as the primary liaison to third party vendors and works with vendors to ensure due diligence, regulatory compliance, client transparency and profitability.
* Must be an expert in utilization of software required to meet compliance and due diligence requirements.
* Prepares and presents cost/benefit analyses and pricing recommendations utilizing the Bank's pricing model.
* Ensures the preparation and collection of all documentation required for regulatory compliance, due diligence and approval of new clients, including cash-intensive businesses.
* Accepts applications for ACH Origination, prepares credit memorandums, and makes approval recommendations according to consistent underwriting standards for clients within their portfolio.
* Communicates effectively with support departments to ensure thorough implementation of services and adequate support to clients.
* Provides training and support to business clients regarding treasury products.
* Maintains cooperative and productive working relationships with all departments of the Bank.
* Regularly attends and participates in sales meetings with all business groups in the assigned market.
* Accurately reflects department sales activity and income volume in Salesforce.
* Identifies referral opportunities for other Bank services, such as commercial lending, merchant services, and investments.
* Provides competitive information on products and services to the product development officer.
* Position requires regular travel and occasional travel outside of the city.
$29k-34k yearly est. 43d ago
QA Lead / Manager - Merchant Business Software Suite (MBSS)
Bank of America Corporation 4.7
Chandler, AZ job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for building and leading a team to deliver technology products and services that meet business outcomes. Key responsibilities include developing a technology strategy, ensuring technology solutions comply with applicable standards, promoting design, engineering, and organizational practices, and advocating and advancing modern, Agile solution delivery practices. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders.
We are seeking an experienced QA Lead/Manager to lead quality assurance efforts for the Merchant Business Software Suite, supporting mobile and payment system initiatives. The ideal candidate will have a deep understanding of merchant payment flows, mobile and POS systems, and the technologies that support them. This role requires both strategic leadership and hands-on QA expertise.
Responsibilities:
* Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives
* Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills
* Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met
* Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization
* Contributes to the technology strategy for their technical domain
* Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers
* Ensures that execution is aligned with product strategy by working with product management and other stakeholders
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Required Qualifications:
* 10+ years of experience managing QA functions within payments, merchant services, or financial systems.
* Strong understanding of POS environments, merchant transaction flows, and payment system integrations.
* Hands‑on experience testing mobile applications (Flutter experience preferred).
* Proficiency with API testing and familiarity with ASP.NET application architectures.
* Expertise with test automation frameworks and tools such as Playwright, Selenium, or equivalent.
* Demonstrated experience building and maintaining automated UI test suites.
* Excellent analytical, problem‑solving, communication, and stakeholder‑management skills.
* Proven success leading QA teams through planning, execution, and delivery of complex technology initiatives.
Desired Qualifications:
* Experience in financial services, payments, or fintech industry.
* Familiarity with CI/CD pipelines and test integration tools.
* Exposure to Agile development processes and project management tools (e.g., Jira, Confluence).
Skills:
* Influence
* Risk Management
* Solution Design
* Stakeholder Management
* Technical Strategy Development
* Analytical Thinking
* Application Development
* Collaboration
* Result Orientation
* Solution Delivery Process
* Agile Practices
* Architecture
* Automation
* Data Management
* DevOps Practices
Minimum Education Requirement: Bachelor's degree or equivalent work experience.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$84k-103k yearly est. 8d ago
Commercial Real Estate Loan Closer - AZ, NV, TX, or UT
Zions Bancorporation 4.5
Zions Bancorporation job in Phoenix, AZ
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking a Commercial Real Estate Loan Closer to join Zions Bancorporation. The Loan Closer plays a key role in the syndication loan closing process and is responsible for interacting with relationship managers, various internal teams, borrowers and legal counsel to help facilitate a smooth loan closing.
The Loan Closer will:
* Review complex loan documentation and loan terms to ensure consistency with Credit approval
* Prepare closing due diligence needs list and work directly with the closing team to ensure closing requirements are met
* Collateral document review
* Prepare funding notices on agented loans
* Clear QC findings and document exceptions
Requirements:
* 6+ years of loan documentation, closing or other directly related experience; including a min of 4+ yrs of Commercial Real Estate Syndication documentation/closing experience required, including experience reading and interpreting loan and legal documentation.
* Advanced knowledge of loan documentation, specifically with Commercial Real Estate Syndication documentation/closing.
* Expert knowledge of general loan documentation, loan closing processes and procedures, lending policies, compliance and regulations.
* Ability to read and interpret complex loan and legal documentation.
* Advanced Knowledge of construction due diligence and risk management requirements.
* Strong analytical and problem-solving skills.
* Must be accurate, detail oriented and have ability to multi-task.
* Must have strong audit, customer service and communication skills.
* Strong computer skills including various word processing and spreadsheet software.
* High School degree or Equivalent. A combination of education and experience may meet requirements.
Location:
The candidate must be within commuting distance of one of the following locations:
* Midvale, UT
* Houston, TX
* Phoenix, AZ
* Las Vegas, NV
Compensation: $30-40/hr based on location and experience
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$30-40 hourly 6d ago
Fraud Analytics and Innovation Lead Analyst
Bank of America Corporation 4.7
Phoenix, AZ job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
Responsibilities:
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
* Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
* Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
* Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
* Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
Required Qualifications:
* Minimum 3 years SAS/SQL Coding knowledge and/or experience
* Ability to manage multiple projects in a complex and rapidly-changing environment
* Ability to work independently as well as part of a team
* Demonstrate strong analytical skills
* Previous risk/fraud analysis, strategy development, or related experience
* Strong written and oral communication skills
* Intellectually curious and willing to dive into complete issues\problems and solve
Desired Qualifications:
* 5+ years of risk analysis, strategy development, or related experience
* 5+ years of SAS or SQL Coding experience
* Prior experience in Authentication, Fraud, Debit Card or other related risk fields
* Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
* Experience managing relationships and projects with external vendor partners
Skills:
* Analytical Thinking
* Business Analytics
* Data and Trend Analysis
* Fraud Management
* Problem Solving
* Collaboration
* Innovative Thinking
* Monitoring, Surveillance, and Testing
* Presentation Skills
* Risk Management
* Data Visualization
* Interpret Relevant Laws, Rules, and Regulations
* Issue Management
* Oral Communications
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$57k-90k yearly est. 20d ago
Document Administrator II
Bank of America 4.7
Phoenix, AZ job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
:
This job is responsible for preparing and reviewing documentation in accordance with bank policies and procedures to facilitate closings with the client. Key responsibilities include working on routine to more complex documentation as assigned by the Market Leader or designee and interfacing working with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy. Job expectations include maintaining accuracy of documentation and system of record financial data, delivering documents in a timely manner, and eliminating controllable rework.
LOB Specific Job Description:
The Document Administrator II for the Fulfillment Team will serve as the Business Banking “Loan Closing Coordinator” from a due diligence and documentation standpoint. The Document Administrator works with various business partners (clients, sales, credit underwriting, legal, and operations) to collect, review, and complete due diligence such as Insurance, UCC, Good Standing, Title, Collateral, etc. to ensure the loan documentation package is prepared correctly and ready to close on time for the client. Key responsibilities include documenting new facilities, amending existing facilities, and managing the closing process/due diligence requirements of commercial credit policy once engaged to Fulfillment. Effective communication and collaboration in the office with business partners, peers, and third-party vendors is essential to foster a cohesive environment.
Responsibilities:
Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner
Reviews documentation, performs due diligence and collateral perfection, and monitors loan documentation for a specific market segment
Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework
Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements
Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding
Works closely with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions
Required Qualifications:
Prior experience in preparing or reviewing legal loan documentation
Demonstrated history of employing excellent communication skills both written and verbal and acts with urgency
Demonstrated ability to professionally handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment is a necessity
Strong working knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and OneNote)
Strong organizational skills with time management, and ability to manage multiple priorities under tight deadlines
Commitment to excellent internal and external customer service
Motivated, solution driven and creative thinker
Adapts and embraces change in technology, changes in policies and procedures
Demonstrates the ability to lead and fosters teamwork and change
Desired Qualifications:
College Degree preferred
Working knowledge of LoanIQ, HotDocs, and Credit Center
Commercial real estate loan experience
Paralegal experience is beneficial
Comprehension of commercial credit operations
Desire the commitment to take on leadership responsibilities and grow within the role
Skills:
Attention to Detail
Customer and Client Focus
Data Collection and Entry
Due Diligence
Prioritization
Adaptability
Business Acumen
Oral Communications
Written Communications
Research
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$72k-100k yearly est. Auto-Apply 9d ago
Treasury Management Implementation Specialist
Zions Bancorporation 4.5
Zions Bancorporation job in Mesa, AZ
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Zions Bancorporation has an opportunity for a Treasury Management Implementation Specialist located at one of our Operations centers across the Western United States (details below). If you are ready to move your career forward, read on.
What will your day look like? You will be:
* Onboarding Treasury Management clients with products and services for our new-to-bank or existing clients requesting additional services.
* Responsible for the fulfillment of requests submitted from clients, TM Sales Officers, or Client Service Specialists.
* Communicating (via telephone, e-mail, Teams, or in-person) to ensure clients receive the best interaction based on their needs.
* Delivering excellent client experience to every customer, every time.
* Responsible to generate client documents, coordinate signatures with clients through DocuSign (or other acceptable means) and activating services by direct input of client options into host systems (TIB, NextGen, etc.).
* Responsible for working with operational partners to activate other products such as ACH, Lockbox, Remote Deposit, etc.
* Responsible for ensuring requests are appropriately authorized by the clients.
* Following up on outstanding exceptions and documentation.
* Ensuring work is completed within established SLAs and departmental guidelines.
* May be responsible for client training through the introduction of the TM Knowledge Center or one-on-one training.
* Keeping abreast of product updates, reading all product documentation.
Who should apply? We want someone who has:
* Some experience in banking, bank and treasury management products and operations, accounting or other directly related experience.
* Some knowledge of treasury and cash management products, procedures, services, financial and account analysis.
* Excellent customer service and problem solving,
* Good follow-through, organizational and communication skills, both verbal and written.
* Good attention to detail.
* Ability to work with clients, vendors and staff.
* Proficient in the use of Microsoft Office products: Word, Excel and related systems.
* A High School diploma, GED or equivalent education. A combination of education and experience may meet job requirements.
Pay Range: $20-$41/hr (Based upon location and experience)
Location: This position is five days per week in-office (M-Fri) and you will need to live within commuting distance of these locations:
* Mesa, AZ
* Los Angeles, CA
* Denver, CO
* Las Vegas, NV
* Houston, TX
* Midvale, UT
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking a Loan Closing Manager to join Zions Bancorporation. The Loan Closing Manager I plays a key role in managing loan closing operations and staff, ensuring quality customer service and compliance with bank policies and regulations. This position oversees the completion of due diligence activities, preparation of loan closing documents, and the review and interpretation of third-party documents to provide the "clear to close." The role is responsible for daily workflow management, staff training, and the implementation of departmental productivity measures. As a leader, you will drive process improvements, maintain strong working relationships across departments, and support the development and performance of your team.
Responsibilities
* Manage loan closing operations and staff, including workflow, scheduling, and training
* Establish and maintain closing processes and procedures to ensure quality customer service
* Oversee completion of due diligence activities and preparation of loan closing documents
* Review, request, and interpret third-party documents required for loan closings
* Assign and monitor due diligence and closing tasks for middle office loan closers
* Troubleshoot Credit Lead issues and provide technical support and guidance to staff
* Implement and maintain productivity measures for individuals and the department
* Administer bank policies and procedures, ensuring compliance with laws and regulations
* Recommend and implement process improvements and departmental policies
* Handle complex or unique transactions and manage overflow or backlogs as needed
Qualifications
* 4+ years of loan processing, loan operations, credit analysis, or other directly related experience required
* Management or supervisory experience required
* Considerable working knowledge of lending operations, processing, documentation, credit analysis, and loan procedures
* Strong analytical and problem resolution skills
* Solid leadership and management capabilities; goal-oriented
* Excellent organizational, project management, and communication skills (verbal and written)
* Ability to maintain effective working relationships with lenders, management, and administrative staff
* Experience in banking, lending, and credit administration preferred
* Ability to resolve problems and issues with team members to accomplish objectives
* Bachelor's Degree in a related field required
Work Location
* Phoenix, AZ
* Irvine, CA
* Los Angeles, CA
* Denver, CO
* Las Vegas, NV
* Houston, TX
* Midvale, UT
Pay Range $45 - $77/hr (Based upon related experience and location)
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
The Appraisal Review Manager selected for this opportunity will be working within Real Estate Technical Services to support daily operations across multiple teams. This dynamic position will require the successful candidate to be comfortable with change, development of new skills, and consistently being self-driven to balance multiple responsibilities simultaneously within prescribed deadlines. This role will report to the new Enterprise Technology Center in Midvale, UT.
Responsibilities:
* The Appraisal Review Manager is responsible for the residential appraisal review area and serves as liaison, efficiency expert and problem-solver between loan production and the residential Appraisal Review Department.
* Participates in the automation of the appraisal procurement, review, scoring and system monitoring process to ensure industry "best practices" and provide a competitive advantage.
* Manages the daily operations, focusing on increasing reliability, accuracy and efficiencies relating to procurement and review of residential real estate appraisals for consumer and mortgage lending, across all regions.
* May be required to perform appraisal reviews.
* Develops, administers, and manages the training of the appraisal review specialists, for both direct reports and applicable bank staff.
* Manages the consumer and mortgage lending "appraisal dispute" function for consumer and mortgage lending customers.
* Resolves appraisal disputes and appraiser or client complaints, as necessary.
* Performs project management leadership functions as a project manager or team member, as needed.
* May be responsible to drive process improvement initiatives, including gathering and documenting business requirements.
* Strong project management experience and data analytics proficiency preferred.
* Possesses proficiency in MS Office, as well as experience in Power BI, Power Apps, Power Automate, and TEAMS. Proficiency in SQL and Python, preferred.
* Assists in all phases of third-party supplier risk management life cycle for valuation services vendors.
* Keeps abreast of industry knowledge and regulations pertaining to appraisal methodology and secondary mortgage market policies and procedures to ensure both regulatory and investor compliance.
* Provides oversight to executive management by developing and providing various departmental reports, as necessary, to department management.
* Facilitates the efficient integration of all applicable operating systems.
* Responsible to ensure compliance with bank policies, federal regulations and USPAP standards. Ensures that appraisals are consistent with regulations.
* Responsible for interpreting and implementing current regulations.
* May also order appraisals to control costs, ensure independence between loan and appraisal departments and give proper instructions for the appraisers.
* Responsible for hiring, transfers, terminations, and performance evaluations.
* Other duties as assigned.
Qualifications:
* Requires a bachelor's degree in business, finance, or related fields,
* 6+ years of directly related appraisal, credit, or financial analysis or equivalent.
* Management experience required. Management experience at a federally regulated institution preferred.
* Certified Residential Appraiser license required at a minimum.
* Professional appraisal association designation preferred.
* Requires advanced knowledge of appraisals, appraisal practices, principles, applications, and methods.
* Advanced knowledge of audit procedures, legal and regulatory requirements.
* Must possess applicable appraisal licensing, valuation experience and requisite mortgage and consumer lending knowledge to facilitate the efficient integration of all applicable operating systems.
* Must have strong management, client relations and communication skills, both written and verbal.
* Must possess advanced analysis and problem-solving skills.
* Ability to work with internal and external clients.
This position is eligible to earn a base salary in the range of $115,000 to $145,000 annually depending on job-related factors such as level of experience and location
Work Location:
This position can be located at one of our headquarters in the following locations:
* Phoenix, AZ
* Denver, CO
* Las Vegas, NV
* Houston, TX
* Midvale, UT
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions.
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
$115k-145k yearly 6d ago
Business Support Manager II - Global AML Ops Strategic Content Manager
Bank of America Corporation 4.7
Chandler, AZ job
About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers.
Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities.
The Business Support Manager II on the AML Strategy & Enablement team will design and deliver compelling, data-driven presentation materials that articulate the strategic vision, performance, and regulatory posture of our Anti-Money Laundering (AML) program.
Responsibilities:
* Transform complex data and compliance narratives into clear, persuasive stories for senior executive management and regulatory audiences
* Act as a trusted partner for AML
* Craft messaging frameworks for key organizational priorities, ensures consistency and professionalism in all content
* Leads efforts to simplify complex concepts for diverse audiences
Required Qualifications:
* 5+ years in financial services, compliance, or risk management with a focus on executive communications or strategic reporting
* Proven ability to design and structure executive presentations that tell a clear, compelling story; experience building frameworks and templates for strategic decks
* Advanced expertise in PowerPoint and visual storytelling techniques, including layout, design principles, and data visualization
* Advanced proficiency in data visualization tools (e.g., Tableau and Power BI)
* Strong understanding of AML concepts, regulatory frameworks, and risk management principles; ability to stay current on AML regulatory developments and industry best practices
* Ability to translate analytics and business insights into narratives that resonate with senior leadership
* Strong strategic thinking, problem-solving, and adaptability to shifting priorities and regulatory changes
* Exceptional written and verbal communication skills with a focus on persuasive storytelling; ability to manage sensitive information with discretion
* Excellent organizational and time management skills; self-starter with high energy and attention to detail, able to work with minimal supervision
Desired Qualifications:
* Bachelor's degree in communications, Business, Finance, Data Analytics, or related field
* Experience in executive communications, strategic messaging, or content development for leadership forums
* Familiarity with visual design best practices and tools beyond PowerPoint
* Experience with OCC, Federal Reserve, and other regulatory expectations
* Ability to coach stakeholders on effective storytelling and presentation delivery
* Strong partnership and relationship management skills; ability to work and effectively communicate across functions and organizational levels
* Expertise in executive reporting or board-level communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$73k-98k yearly est. 34d ago
Loan Disbursement Specialist
Zions Bancorporation 4.5
Zions Bancorporation job in Phoenix, AZ
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah.
The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department.
The Disbursement Specialist will:
* Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget.
* Prepare payoff quotes, credit bids, default letters and loan modifications.
* Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested.
* Administer participation loans, coordinate with participating/lead bank(s).
* Order, input, and review inspection reports.
* Updates and maintains various reports and ticklers for loan maintenance.
* Assists with and may serve as liaison with lenders, loan administration, and outside vendors.
* Monitor and may process interest rate changes.
* Review loans for past due status, insurance coverage, tickler exceptions, etc.
* Ensure loan administration is consistent with loan documents, bank and department policies and procedures.
* Other duties as assigned.
Requirements:
* Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience.
* Basic knowledge of lending disbursement processes, procedures and loan documentation.
* Basic knowledge of standard construction budget and loan servicing practices and techniques.
* Must have good audit, problem solving, data entry and customer service skills.
* Ability to review and process data per loan documentation.
* Good time management and organizational skills.
* Must be accurate, detail oriented and able to multi-task.
* Good communication skills, both verbal and written.
* Basic knowledge of computer software programs such as word, excel, etc.
* Requires High School Degree or Equivalent
* A combination of education and experience may meet job requirements.
Location:
This position is 5 days in-office and can be filled at our downtown office in any of the following locations:
* Phoenix, AZ
* Irvine, CA
* Houston, TX
* Salt Lake City, UT
Pay range (depending on location and experience): $19-32/hr
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$19-32 hourly 6d ago
Consumer Investments Senior Associate - Manager in Training
Bank of America 4.7
Chandler, AZ job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
The goal of the Investment Center is to provide a high level of service to Consumer Investments and Merrill clients, supporting trade, service, account maintenance and online access and navigation inquiries. The Manager in Training is a key role in Consumer Investments Client Services to acquire licensing and skills to prepare to lead a team of our Financial Service Representatives and provide exceptional service to our clients. Manger in Training will be responsible for obtaining 9 and 10 through half day dedicated study time and support Sr. Leader initiatives while gaining additional on the job skills.
Enterprise Job Description:
Working in a sales and service environment, incumbents are responsible for assisting team managers with coaching and supervising a team of employees in the Consumer Investments Solutions & Client Services organization. They act as a subject matter expert and peer coach, sharing best practices to help improve customer satisfaction levels, productivity and asset growth. Recommends process improvements.
Become a licensed, registered Manager in Training responsible for the development and achievement of your team in the Consumer Investments Client Services organization.
Responsibilities:
Successfully obtain Series 7, 66, 9 & 10 Licenses
Coach, motivate, supervise or support the broader business and teams
You will deliver exceptional customer experiences by resolving all elevated client issues and teaching client ownership by example
Develop your team through side-by-side coaching, relationship building, call review, consistent coaching and mentoring
Sharpen your focus on compliance and regulatory standards: actively managing risk - reviewing sales practices, trades, communication and all faucets of team activity to ensure responsible growth
Participate in foundational management training, leadership rotations and in-depth role-specific training
The skills you bring to the role:
You are able to understand investments and assist associates and customers with their financial needs
Able to act as an ambassador for our clients with a proven ability to deliver world-class client experience and independently solve problems
Focus on building relationships with teammates
Analytical ability with strong organizational skills; able to manage multiple responsibilities and prioritize
Strong communication skills (verbal, non-verbal, and written) and active listening skills
Availability to work weekends and/or extended hours as required to operate the business
Driving Culture, leading a diverse team, client centric
Managing risk
Required Qualifications:
Series SIE, 7, 66, 9 & 10 required to obtain within 210 days of hire
If already have Series 7 & 66 then 9 & 10 will be required within 120 days hire
Ability to understand investments and assist associates and clients with their financial needs
Focus on building relationships with teammates
Analytical ability with ability to manage multiple responsibilities and prioritize
Strong communication skills (verbal, non-verbal, and written) and active listening skills
Drive culture, leading a diverse client centric team
Proven ability to manage risk - must utilize sound judgment to make business decision for shareholders and clients
Must be client and associate focused
Proven ability to coach and motivate others
Lives the Bank of America Core Values: delivers for clients and shareholders, embraces the power of our people, acts responsibly and promotes opportunity
Desired Qualifications:
Capable of effectively coaching and mentoring team to meet metrics
Ability to effectively manage workload in a fast-paced environment
Excellent interpersonal, leadership and oral/written communication skills
Capable of multi-tasking and working efficiently under stress and high volume
Strong organizational and teamwork skills
Knowledge of Consumer Investments and Merrill systems and clients a plus
Collaborates effectively to get things done, building, and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
For internal employees; participation in a work from home posture does not make you ineligible to post
Additional Skills Used:
Client Experience Branding
Leadership Development
Performance Management
Relationship Building
Sales Performance Management
Account Management
Customer Experience Improvement
Executive Presence
Sales Strategy
Talent Development
Decision Making
Drives Engagement
Recruiting
Strategic Thinking
Workforce Planning
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$59k-79k yearly est. Auto-Apply 60d+ ago
Personal Banker (Arizona)
First Fidelity Bank 4.8
Scottsdale, AZ job
At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun!
SUMMARY
The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services. A critical success factor for this position is to proactively identify client needs and look for opportunities to refer clients to additional lines of business that provide value and make their lives more convenient. Sales and service responsibilities include expanding existing relationships through profiling, proactively seeking retail and small business lending opportunities, and closing loans. To be successful, the Personal Banker must have thorough knowledge and familiarity of First Fidelity Bank's accounts and products, a genuine interest in our clients, and have a drive to find solutions that are beneficial for the client and the Bank.
PRIMARY DUTIES/RESPONSIBILITIES:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Client Relations and Sales
Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to offer Bank products and services.
Engages in professionally curious conversations with prospective and existing clients in order to uncover service opportunities. Asks questions to understand what is important to the client and how the Bank can help meet the client's financial needs. Uses a consultative approach while tailoring recommendations and solutions.
Presents options to clients about ways to make their banking more beneficial, easy and convenient, while ensuring the needs of the client always come first.
Works to bring the client's expectations in line with the Bank's capabilities in order to achieve the client's desired outcome. In every interaction looks for ways to say “yes” to the client, adapting, as needed, to meet the ever-changing needs of our clients and the communities where we do business.
While consulting with the client, thoroughly explains product and account features, statements and service charges in a manner that the client can easily understand.
Develops strong relationships with other colleagues at the Bank in order to introduce clients to specialists who can assist with specific financial needs.
Provides prompt, efficient, and accurate service in response to client requests, inquiries, or problems. Dedicated to resolving client service issues in a manner that is efficient and favorable to the client and the Bank.
Teller Transactions
As needed, opens new accounts and assists with Teller transactions:
Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers checks.
Assists clients with questions on accounts and researches to identify and resolve problems.
Accurately processes transactions while working within defined limits of authority. Maintains accurate cash and coin supply in drawer, keeping currency and coin in a neat and orderly arrangement.
Verifies deposit amounts, examines checks, bonds and cashier's checks to determine negotiability. Accurately verifies signatures and client balances on withdrawals. Enters transactions into Bank records via online terminal. Completes and records accurate documentation on large transactions.
Responsible for accuracy in balancing each day's transactions and verifying cash. Balances drawer and coin vault within defined accuracy standards.
Other Duties
Leads by example, exceeding the expectations of the Bank's Mission, Core Values, and Golden Rules of Service.
Complies with all policies, procedures and regulatory banking requirements.
Demonstrates good work habits, attendance and follows policies and procedures.
Performs other relevant duties as assigned.
Regular and reliable attendance at work is an essential function of the job.
Qualifications
EXPERIENCE REQUIREMENTS:
A minimum of six months' work experience providing customer service support or cash handling experience in the financial services, retail sales or other goal-oriented environment.
Previous teller and sales experience preferred.
Proficient knowledge of bank products and services.
EDUCATION REQUIREMENTS:
High school degree or equivalent required.
Some college preferred.
OTHER REQUIREMENTS (SKILLS, ABILITIES, CHARACTERISTICS):
Strong work ethic and high integrity.
Represents the Bank and oneself in a positive, courteous and friendly manner. Maintains professional appearance and behavior at all times.
Excellent client-service skills, displaying a friendly, outgoing, assertive, confident, and enthusiastic personality.
Exceptional interpersonal and communication skills with the ability to effectively build relationships. Must be able to interface at all levels of the organization, build collaborative relationships across departments and teams, and display confidence when speaking with internal and external customers.
Demonstrates an outgoing, enthusiastic and sales-oriented personality. Must have great sales skills and be comfortable working in a goal-oriented environment. Actively participates in the Bank's sales program and is able to meet and exceed the expectations of established sales and referral activities.
Established organizational skills leading to high accuracy rates in all areas.
Proficient computer and technical skills, including the ability to use bank software products and branch capture equipment.
ADDITIONAL INFORMATION
SUPERVISORY RESPONSIBILITY: None
PHYSICAL REQUIREMENTS:
May require long periods of standing or sitting.
Ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing over 25 pounds.
May require long periods of typing and repetitive motion.
AA/EOE/D/V/MEMBER FDIC
$29k-33k yearly est. 11d ago
Fraud Analytics and Innovation Senior Leader - Industry Trends and Capabilities Leader
Bank of America Corporation 4.7
Sun City West, AZ job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for managing a group of team leaders and employees who develop strategies and drive analytics to understand portfolio risk, increase profitability, and optimize operational performance. Key responsibilities include setting strategic priorities for the team, identifying trends, and leading efforts to maximize risk versus return for the business unit. Job expectations include using data and analytics to solve complex problems, coaching and developing employees, and partnering across technology, product, and risk leadership to drive performance.
We are seeking a visionary Senior Fraud Strategy Leader to join our Fraud Strategic Enablement team within Client Protection at Bank of America. This role is pivotal in helping to shape the Bank's fraud prevention strategy and investment roadmap by building /leading the program to develop strategic insights into global fraud trends (particularly AI-driven). This role will be required to be able to develop structured, industry-level assessments of risks and solutions in line with what you would expect from top-tier strategy consultants or leading research firms like Gartner. In addition to driving this proactive strategic assessment, this leader will also have accountability for selecting and driving the evaluation and testing of promising industry fraud prevention and detection tools. This is a fantastic opportunity for an experienced, strategic leader to have a direct impact on the forward-looking fraud risk management strategy at one of the world's largest banks. This position demands a blend of strategic thinking, deep fraud expertise, and executive-level influence.
Responsibilities:
* Establishes department-wide strategies and oversees portfolio trend analysis, forecasting, and risk/control performance
* Leads innovation by identifying and championing large scale initiatives that improve the risk management, profitability, and control oversight of risks for their business unit(s)
* Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
* Coaches employees on best practices for structuring complex problems, performing analysis, and communicating the results and implications of their work
* Builds and maintains strategic relationships with peers and counterparts across product, technology, and business control functions
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
* Leverage industry insights, news articles, vendor relationships, and hands-on research to developing an ongoing assessment of global fraud trends, emerging risks from AI, and how these will likely impact clients and the Bank. Create and share across the enterprise a structured framework around these risks using consulting-style frameworks and assessments.
* Monitor Regulatory and Industry Developments: Stay ahead of evolving regulations, threats, and industry research, translating these into actionable strategies.
* Analyzing vendor roadmaps and R&D pipelines to identify how their capabilities can proactively address evolving threats like synthetic identities, account takeover via deepfakes, or supply chain fraud in a post-quantum era.
* Internally, lead knowledge-sharing programs such as executive workshops, fraud strategy forums, and innovation labs to disseminate cutting-edge insights across departments, fostering a culture of continuous learning and proactive risk awareness.
* Lead the selection and evaluation of promising 3rd party solutions:
* Use strategic assessment, industry intelligence, and hands on discussions and evaluations with vendors to develop a clear framework for evaluating existing vendor solutions and their applicability to emerging risks. Drive assessments and consensus on which solutions are worth further exploration and evaluation / pilots. Lead pilot programs for cutting-edge solutions while ensuring alignment with ethical AI practices and privacy standards.
* Conducting comprehensive vendor due diligence and RFP (Request for Proposal) processes, evaluating offerings from leading fraud detection providers against criteria such as scalability, innovation potential, integration feasibility, and cost-effectiveness.
* Lead Vendor Evaluations and Strategic Partnerships: Lead the assessment and selection of external vendors and technology partners to enhance the bank's fraud prevention capabilities, including
* Facilitating proof-of-concept (POC) trials and pilot implementations to test vendor solutions in real-world scenarios, measuring performance against key metrics like false positive rates, detection accuracy, and adaptability to regulatory changes
Required Qualifications:
* 10+ years in fraud strategy, risk management, or related fields within financial services, consulting, or research environments.
* Bachelor's degree in Business, Engineering, Finance, Computer Science, or a related field
Desired Qualifications:
* Master's degree (e.g., MBA) or equivalent professional certifications preferred.
* Proven track record in executive-level strategy roles at a tier 1 consulting firm, or a major Financial Services institution.
* Deep expertise in fraud trends, including cyber threats, insider risks, and emerging technologies.
* Strong analytical skills with proficiency in data modeling, scenario planning, and strategic frameworks.
* Executive Level Influence: Ability to collaborate internally and externally at the executive and expert-levels to develop new insights, socialize impacts, and build advocacy and awareness.
* Ability to navigate ambiguity in a complex environment, balancing strategic vision with tactical execution.
Skills:
* Strategic Thought Leadership
* Business Analytics
* Data and Trend Analysis
* Fraud Management
* Problem Solving
* Artificial intelligence / Machine Learning
* Innovative Thinking
* Statistical Design of Experiments and Solution Testing
* Presentation Skills
* Risk Management
* Oral and Written Communications
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)
Hours Per Week:
40
At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career.
We are looking for a **Private Banking Relationship Manager** in **Phoenix or Scottsdale, AZ** . This role acts as the principal account and relationship manager for new and existing clients.
**Essential Functions:**
+ Works as a team to holistically deliver all services of wealth management.
+ Focuses on building a portfolio of high net worth clients by leveraging your external network.
+ Responsible for generating, retaining and expanding business in the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
+ Responsible for credit analysis and proper loan structuring.
+ Ability to build strong, trusting internal partnerships.
+ Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.
+ Calls on existing relationships to review portfolios and make recommendations as needed.
+ Other duties as assigned.
**Qualifications:**
+ Requires a Bachelor's and with 6+ years experience with lending, investments, sales, banking products and services or other directly related experience. A combination of education and experience may meet requirements.
+ Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
+ Ability to display sound judgment.
+ Strong sales, self-management, credit analysis, loan structuring, and relationship management skills.
+ Knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
+ Excellent interpersonal and communication skills, both verbal and written.
+ Commitment to a high degree of proactive service quality.
+ Intermediate computer skills including Salesforce, excel, word processing and spreadsheet software.
+ FINRA Licensing is a plus but not necessary (SIE, Series 7, Series 66 and State Life/Health Insurance).
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
+ Mental health benefits include coaching and therapy sessions.
+ Tuition Reimbursement for qualifying employees.
+ Employee Ambassador preferred banking products.
**Req ID:** 068978
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
$69k-95k yearly est. 60d ago
Investment Consultant II - Merrill Premium
Bank of America 4.7
Chandler, AZ job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
Required Qualifications:
- Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
Desired Qualifications:
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
Shift:
1st shift (United States of America)
Hours Per Week:
40
$47k-76k yearly est. Auto-Apply 60d+ ago
Container Platform - Infrastructure Engineer II
Bank of America 4.7
Chandler, AZ job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Position Summary
The Cloud and Data Center Services organization enables modern business capabilities, drives speed-to-market, offers superior resiliency with built-in security, observability and governance, contemporary development practices, operates and maintains internal hosting environment.
The Container Platform Team relies on expertise to manage core infrastructure, automate deployments and releases, troubleshoot incidents, and ensure compliance with enterprise standards.
This role will be focused on:
Delivery of the container roadmap and platform growth
Day 2 automations for operational resiliency
Addition of new tools and platform features.
Solution implementation and L4 customer support
Required Qualifications:
BS /MS degree in Computer Science or equivalent practical experience.
Minimum 5+ years of hands-on experience working on building, deploying and operating Docker containers, including Kubernetes / OpenShift platforms.
Experience in VMware Tanzu , TKG, TAS
Highly proficient in infrastructure automation tasks and interacting with REST API services using tools such as shell scripting, Ansible or Terraform
Designs architecture and drives optimal solutions. Ensures design reviews and compliance with bank standards for information security and infrastructure standards.
Experience in DevOps and GitOps models with infra-as-code, config-as-code, policy-as-code, etc.
Hands on experience with enterprise-scale platforms from inception and design, through deployment, operation, and support.
Experience in building large scale distributed enterprise platforms with focus on performance, scale, security, reliability, and cost
Experience in cloud-native network, storage, and virtualization technologies including vSphere and Tanzu.
Implementing and working with continuous integration / continuous delivery pipelines
Experience with automation in one or more of the programming: Python, Go, Ansible
Excellent interpersonal, organizational and communication (written, verbal, and presentation) skills are a must.
Desired Qualifications
Experience running on-prem /off-prem Kubernetes such as Rancher, AKS, EKS, or GKE
Experience working in a highly available multi-datacenter environment
Experience working with monitoring tools such as Prometheus, Splunk, Dynatrace, AppDynamics, Sysdig, or similar tools
Experience in Terraform, ArgoCD, Tekton, and serverless technologies
Knowledge of various container runtimes and networking
Familiarity with the operator deployment patterns.
Operate in a fast-paced environment with multiple concurrent priorities
Experience working within a regulated financial environment is desirable
Proven ability to work independently with minimal supervision and as part of a global team with direct responsibilities.
Job Description:
This job is responsible for tool and service designs within a technical domain that enable business strategies in accordance with architectural governance, standards and policies. Key responsibilities include creating infrastructure tools and their integration as a service, facilitating deployment of technical solutions by developing templates, playbooks and automation used during implementation. Job expectations include looking for opportunities to improve efficiency when implementing and maintaining tools/services and embracing a culture of innovation and continuous improvement.
Responsibilities:
Provides subject matter expertise and consulting services on a range of technologies and assists Technical Analysts and Infrastructure Engineers to ensure that technology solutions comply with enterprise system design and engineering standards
Assists with translating business requirements into technical definitions, reference models, blueprints, and playbooks for deployment in compliance with architecture standards and policies
Assists in the evaluation of reference models, blueprints and playbooks to ensure they are fit for purpose
Develops software solutions to address manual and repeatable work or inefficient processes
Conducts on-site evaluations of third-party products being considered for firm adoption
Promotes an inclusive and healthy working environment and helps to resolve organizational impediments/blockers
Contributes to the creation/selection of functional and non-functional product evaluation requirements within and across domains
Skills:
Analytical Thinking
Application Development
Automation
Production Support
Risk Management
Adaptability
Business Acumen
DevOps Practices
Solution Delivery Process
Solution Design
Architecture
Collaboration
Innovative Thinking
Stakeholder Management
Technical Strategy Development
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101) Pay and benefits information Pay range$104,200.00 - $155,100.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$104.2k-155.1k yearly Auto-Apply 60d+ ago
Advisor Development Program Client Associate
Bank of America Corporation 4.7
Scottsdale, AZ job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Job Description:
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
* Developing a book of business in order to meet and exceed established performance hurdles
* Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
* Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
* Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
* Organizing and managing resources (time, people, budget) to run a productive practice
* Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
* Completing mandated training, assessments, performance goals and continuing education requirements
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success.
* Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
* Displays confidence working as a self-starter in a sales role
* Builds strong client relationships through effective communication and collaboration
* Displays a proactive mindset and effective time management
* Demonstrates a results-driven growth mindset and prioritizes client interests
* Identifies appropriate client solutions through application of learnings and new information
* Exceptional interpersonal and relationship building skills
* Effective communication skills (written and verbal)
* Proven ability to quickly build trust and credibility
* Proven ability to assess needs of and recommend appropriate solutions
* Proven ability to work both collaboratively on a team with key partners and independently
* Proven ability to listen and probe for clarity and understanding
* Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
* Strong follow-through skills
* Computer/technical literacy and proficiency in applications such as Microsoft Suite
Desired Qualifications:
* Bachelor's degree and/or a minimum of one year of work experience
* Learns and adapts to new technology or applications
* Executes multiple tasks simultaneously
Job Responsibilities:
* Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
* Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
* Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
* Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
* Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
* Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
Skills:
* Account Management
* Client Management
* Customer and Client Focus
* Issue Management
* Oral Communications
* Business Development
* Client Solutions Advisory
* Pipeline Management
* Prioritization
* Trade Operations Management
* Administrative Services
* Client Investments Management
* Emotional Intelligence
* Referral Identification
* Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$35k-42k yearly est. 13d ago
ServiceNow Platform Operations Specialist
Bank of America 4.7
Chandler, AZ job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The ServiceNow Platform Operations Specialist will have a leading role in maintaining the ServiceNow platform as defined by the Product teams. Our Operations team is responsible for level-2 end-user support, code migration/release support as well as production availability for over 10 ServiceNow instances. This role will provide hands on technical expertise to resolve service availability issues which includes coordinating cross team efforts to perform root cause analysis and problem resolution. You will work in a team environment to plan and implement software (or hardware) changes. We participate in various phases of the application lifecycle including plan, server build and software installation, release implementation, continuous improvement, and decommission. At these early stages of our ServiceNow deployment, sharing knowledge and developing a documentation library as a team will be essential to our success.
This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include documenting or modifying knowledge, performing investigations, identifying incidents, mitigating impacts and engaging in triages, and working with technology teams to identify and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration.
Responsibilities:
Maintain and support the ServiceNow platform while adhering to bank policies and standards.
Manage ServiceNow code quality control processes and routine
Lead and mentor a team of operations specialists assigned to work on ServiceNow
Respond to incidents for application availability issues as part of on-call duties
Respond to incidents/pages for application functional issues or questions as part of daily duties
Use your technical knowledge to triage service availability issues and restore service
Research and resolve system defects, lead root cause analysis, and drive permanent resolution
Ensure appropriate monitoring is in place and maintained to ensure application availability
Participate in software release implementation meetings
Participate in and coordinate maintenance activities
Prepare and maintain application support/process documentation
Develop management jobs, automation routines, or deployment scripts
Monitors and supports application components and infrastructure critical to the business, such as relevant technologies and dashboards, responds to alerts regarding production incidents, and resolves issues prior to customer service interruption
Fulfills requests from users, operations, auditors, and regulators within service level agreements and drives operational excellence through process improvement and monitoring development efforts related to supported technologies
Onboards monitoring tools and applications in access system(s) of record to research potential production incidents, meet user requirements and service changes, and identify and implement automation opportunities in partnership with architects and engineers
Communicates status updates and technical details, such as infrastructure, application and client impact, and component points of failure to management, and provides reporting on environment and incident status in operational meetings
Performs environment routing and cycling, implements splash pages, and liaises with development teams to design and configure auto provisioning, straight thru revocation (STR), and straight thru processing (STP)
Manages aged revocation monitoring to identify and fix defects in applications and systems of record
Prepares technical documentation and develops procedures for trouble shooting incidents in order to identify production failure scenarios, vulnerabilities, and improvement opportunities requiring escalations
Required Qualifications:
ServiceNow Certified System Administrator (CSA) certification, product micro certifications
Proven experience as a administrator in highly regulated environments
Experience in maintaining multiple ServiceNow environments
Minimum of 5+ years of experience a ServiceNow development and engineering with emphasis on platform management
Experience monitoring and maintaining ServiceNow products, supporting software engineering, maximizing data processing systems, building cloud-compatible services, and operating within an enterprise IT lifecycle
Experience supporting ServiceNow integrations for security, risk, and compliance
Experience with ServiceNow instance cloning and management
Experience maintaining both Windows and Linux MID servers.
Desired Qualifications:
Bachelor's Degree in Technology or related field
ServiceNow certified implementation specialist (CIS)
ServiceNow certified application developer (CAD)
Experience in financial institution information technology security, compliance with rules, regulations, and financial industry standards
Experience leveraging MID servers for integration and automation
Experience with ServiceNow Discovery and other Configuration Management Database (CMDB)population toolsets
Skills:
Adaptability
Analytical Thinking
Influence
Production Support
Risk Management
Automation
Collaboration
Result Orientation
Solution Delivery Process
Business Acumen
Stakeholder Management
Shift:
1st shift (United States of America)
Hours Per Week:
40