Client Service Account Manager - Payments - Senior Associate
Jpmorgan Chase Job In Tampa, FL
As a Client Service Account Manager, within J.P. Morgan Payments Client Service, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities.
**Job Responsibilities**
+ Key advisor and proactive partner to the client, providing advice/consultation on decision making
+ Acts as proactive partner, reaching out to clients to assess progress, client satisfaction, and potential impediments to a high level of service satisfaction
+ Client's central point of resolution and escalation for service issues, liaises with bank partners to manage issues
+ Convey complex ideas and client issues with confidence
+ Identifies and addresses product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
+ Adheres to and ensures client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes
**Required qualification, capabilities or skills**
+ Minimum of 5+ years of relevant industry and/or functional experience
+ Intermediate understanding of Treasury Products and Services, inclusive of knowledge of financial exposure/operational risk related to TS transactions
+ Technical knowledge/comprehension to recommend value-added solutions for clients and partners.
+ Ability to present oral and written communication in an organized, clear and confident manner
+ Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments.
+ Ability to effectively partner with internal colleagues and external clients
+ Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.) when business needs arise
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $71,300.00 - $107,000.00 / year
Technology Support Lead - High Growth Tech Manager
Jpmorgan Chase Job In Tampa, FL
Join our dynamic team to innovate and refine technology operations, impacting the core of our business services. As a Technology Support Lead within the High Growth Tech team of the Tech Solutions Center group, you will take on a leadership role to ensure the operational stability, availability, and performance of our production services. You will be responsible for leading the support of complex integrated and connected solutions, including APIs that facilitate seamless experiences, Transmissions, ACH, H2H, Merchant Services, Blockchain, JPMorgan Wallet, a scalable virtual sub-ledger solution, and Concourse and Embedded solutions that streamline the payables process for our clients. The Solution Center provides 24/7 support to payments clients utilizing digital, end-to-end solutions to manage their business and working capital. Your critical thinking skills will be essential as you oversee the day-to-day maintenance of the firm's systems, identifying, troubleshooting, and resolving issues to ensure a seamless user experience.
**Job responsibilities**
+ Provide oversight of global resources (managers and individual contributors) that perform service and operational activities, ensuring allocated work is completed and managed appropriately, meeting and exceeding KPIs.
+ Provide strategic leadership, driving support strategies that meet the changing needs of our clients and the business. Examining industry trends to anticipate future needs.
+ Own team readiness, ensuring departmental policies, procedures, and other reference resources are well maintained and up to date.
+ Drive service improvements that improve the client experience, simplifying engagement, reducing friction, and promoting self-service.
+ Serve as a point of contact for business partners in other functional groups.
+ Execute policies and procedures that ensure operational stability and availability
+ Monitor production environments for anomalies, address issues, and drive evolution of utilization of standard observability tools
+ Escalate and communicate issues and solutions to the business and technology stakeholders, actively participating from incident resolution to service restoration
+ Lead incident, problem, and change management in support of full stack technology systems, applications, or infrastructure
**Required qualifications, capabilities, and skills**
+ 5+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
+ 5+ years of experience in people/operations management within a client and technical support space
+ Strong oral and written communication skills, with a proven ability to communicate and interact with senior level management and translate complex requirements into simple guidance.
+ Experience managing applications or infrastructure in a large-scale technology environment both on premises and public cloud
+ Proficient in observability and monitoring tools and techniques
+ Experience executing on processes in scope of the Information Technology Infrastructure Library (ITIL) framework
+ Ability to lead and influence as part of a global team, cultivating relationships with business partners in order to achieve business goals.
+ Demonstrating strong leadership and interpersonal skills, with proven ability to mentor and coach team members to drive development.
**Preferred qualifications, capabilities, and skills**
+ Working knowledge in one or more general purpose programming languages and/or automation scripting
+ Practical experience with public cloud
+ Payments experience
+ Strong Risk and Controls acumen.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Customer Service - Auto Claims (Unlicensed)
Tampa, FL Job
**Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
**The Opportunity**
**It is all about learning and growing.** Our Customer Service Claims Representative role may be a new career for you. There's a lot to learn, but the pathway is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid four-month training program includes all training materials, licensing costs, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our members independently. We have new training classes starting every month.
Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. **After six months in-office, you'll have the opportunity to work offsite 2 days a week.** Military veterans and spouses are highly encouraged to apply. Relocation assistance **is not** available for this position.
Work schedules will vary and may include some **nights and weekends** . Schedules are assigned based on business need. Regularly scheduled shift hours that fall between 6 p.m. and 7 a.m. during the week, or between 6 p.m. Friday and 7 a.m. Monday are eligible for **shift premium pay.**
We are currently seeking dedicated professionals to **work in one of our Tampa offices** ( 17200 Commerce Park Blvd, Tampa, FL 33647) OR ( 9527 Delaney Creek Blvd, Tampa, FL 33619) as a Customer Service Claims Representative. You will be part of an outstanding contact service center, where you will focus on providing claims service to members regarding the initial contact on all **auto** First Notice of Loss (FNOL) claims. In addition, you will respond to status inquiries from various parties, document reported losses, set appropriate expectations, provide proactive communications, advice, and empathy to our members.
**What you'll do:**
+ Document First Notice of Loss by obtaining relevant information for effective claim investigation. Set up appropriate services, as needed, to proactively move claims forward to the furthest point in the process within scope of role and expectation.
+ Create loss reports, describe or verify coverage as appropriate, and initiate the most effective method of damage assessment to assign for file handling.
+ Assist with questions regarding the claims process and set expectations for next steps to help ensure claims are effectively resolved and accurately documented.
+ Resolve status inquiries and, when appropriate, route to handling adjuster.
+ Effectively operate in a fast-paced, high-volume, contact center environment taking back-to-back calls and navigating multiple systems and programs while maintaining an engaging member interaction that occurs across multiple communication channels.
+ Apply strong time management skills by closely adhering to assigned work schedule.
+ Embrace continuous improvement and development through coaching and collaboration with manager and team members.
+ Use strong call management skills by assisting members within a timely manner and limiting non-productive time.
+ May assign or initiate emergency services when required on specific claims.
+ Support workload surges and catastrophe (CAT) response operations as needed which may include potential weekends, and/or holiday work outside normal work hours.
+ Work various types of claim loss notices and inquiries, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
+ Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
**What you have:**
+ High School Diploma or GED
+ Ability to provide exceptional customer service for our members by using active listening, verbal, and written communication skills to communicate clearly, professionally, and empathetically.
+ Highly developed interpersonal skills to collaborate effectively in a fast-paced team environment.
+ Ability to prioritize and multi-task while navigating through multiple business applications.
+ Successful completion of a job-related assessment(s) is required.
+ May require acquisition and maintenance of insurance adjuster license within 90 days. (USAA provides all materials and licensing fees.)
**What sets you apart:**
+ US military experience through military service or a military spouse/domestic partner
**Compensation range:** The hiring range for this position is: $43,750 to $44,750 **.**
**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._
_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._
**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**
**Please do not type your first and last name in all caps.**
**_Find your purpose. Join our mission._**
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
Talent Acquisition Partner (Mid-Level) - Banking/Insurance Recruiting
Tampa, FL Job
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Talent Acquisition Partner (Mid-Level), primarily recruiting for Banking and/or Insurance roles, you will be responsible for the development and maintenance of relationships and partnerships with hiring leaders, candidate pools, peer partners, and third-party vendors to deliver candidates for USAA's hiring needs. You will develop and recommend recruiting strategies to proactively identify candidates and assemble a diverse pipeline of talent for open positions.
We offer a flexible work environment that requires an individual to be in the office 4 days per week.
This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Plano, TX, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
* Identifies and builds community partnerships to generate candidates in alignment with the organization's hiring and program objectives.
* Develops and implements creative sourcing strategies to proactively identify candidates and assemble pipeline of talent for open positions.
* Performs full life cycle recruiting utilizing various recruitment methods.
* Partners with internal and external partners to establish community networks and relationships in support of our military, diversity and college hiring requirements with minimal guidance.
* Follows up and follows through on all submitted candidates in a timely manner and ensures that the Applicant Tracking System (Workday) is kept up to date in real time and ensures compliance with all Federal, State and Regulatory requirements.
* Leveraging defined job descriptions, develops compelling job posting descriptions to attract talent and strives to differentiate USAA from our competitors.
* Keeps candidates continually informed with high-touch communication throughout the entire hiring process
* Negotiates salary per job requisition within approved range maintaining a fiduciary responsibility to the company.
* Forecasts and leads talent pool size to fulfill workforce plans and hiring objectives.
* Collaborates with hiring managers and/or coworkers through the recruiting processes to ensure compliance within external and internal regulatory agencies.
* Builds candidate pools to meet hiring requirements through leveraging their technical expertise to identify sourcing and networking strategies and tools.
* Consults with hiring leaders and internal partners to proactively identify strategies to understand business requirements and meet hiring requirements.
* Serves as a resource to team members.
* Applies knowledge of relevant human resources discipline(s), specifically employment law, policy and procedures.
* Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
* Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
* 4 years of progressive work experience in staffing, general human resources, and/or account relationship management, to include knowledge of applicable employment laws.
* Demonstrates understanding of recruiting methods and standard processes.
* Knowledge of applicable policies and federal, state, and local employment laws and regulations.
* Demonstrates knowledge and application of effective screening and interviewing techniques.
* Proficient knowledge and use of Microsoft Office products and other software to support sourcing tools and techniques.
What sets you apart:
* 4+ years of full cycle recruiting experience.
* Experience recruiting for Bank and/or Insurance roles.
* Experience working at a staffing firm sourcing passive candidates.
* Eightfold CRM experience.
Compensation range: The salary range for this position is: $85,040.00 - $162,550.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Tech Risk Controls Lead - Cybersecurity | GRC
Jpmorgan Chase & Co Job In Tampa, FL
JobID: 210623908 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $118,750.00-$160,000.00; Seattle,WA $142,500.00-$190,000.00; New York,NY $142,500.00-$190,000.00; Jersey City,NJ $142,500.00-$190,000.00
Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Tech Risk & Controls Lead in Cybersecurity and Technology Controls, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards. You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards. By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business. Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
Job responsibilities
* Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals
* Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work
* Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation
* Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements
* Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies
* Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives
Preferred qualifications, capabilities, and skills
* CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred
Technology Risk and Controls Program Lead
Jpmorgan Chase & Co Job In Tampa, FL
JobID: 210631950 JobSchedule: Full time JobShift: : Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Tech Risk & Controls Lead in Cybersecurity Technology & Controls, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards. You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards. By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business. Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
Job responsibilities
* Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals
* Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work
* Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation
* Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements
* Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies
* Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives
Preferred qualifications, capabilities, and skills
* CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred
Lead, Digital Performance and Insights
Tampa, FL Job
**Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
**The Opportunity**
USAA is enhancing its digital experience to better serve our members' evolving needs. To support this, our marketing analytics team is expanding its focus to encompass the entire customer journey, from initial touchpoint to policy acquisition. We're seeking a Lead Digital Analyst to drive impactful changes. You will be at the heart of digital storytelling and insight delivery - translating member behavior into clear, actionable tests and experience improvements.
This role offers a unique opportunity to influence senior executive leadership on the direction of our digital transformation initiatives. As a Lead Digital Analyst, you'll leverage your expertise to build trust through data and empower decision-making throughout the organization. If you're a strategic thinker with a passion for data and a proven ability to lead, we encourage you to apply.
We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is available for this position.
**What you'll do:**
+ Leverages expert business, analytical and technical knowledge to lead discussions with cross functional teams to understand and collaborate highly complex business objectives and influence solution strategies.
+ Applies advanced analytical techniques to solve business problems that are typically large scale with significant impact to current and/or future business strategy.
+ Organizes and oversees the development of requirements/resources necessary to meet established objectives
+ Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer the business objective and drive the appropriate change.
+ Translates recommendation into communication materials to effectively present to all levels of management.
+ Incorporates visualization techniques to support the relevant points of the analysis and ease the understanding for less technical audiences.
+ Identifies and gathers the relevant and quality data sources required to fully answer and address the problem for the recommended strategy through testing or exploratory data analysis (EDA).
+ Integrates/transforms disparate data sources and determines the appropriate data hygiene techniques to apply.
+ Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements.
+ Monitors, understands and adopts emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions.
+ Succinctly delivers complex analysis/findings in a manner that conveys understanding, influences senior executives, garners support for recommendations, drives business decisions, and influences business strategy.
+ Provides subject matter expertise in operationalizing recommendations.
+ Researches and pursues the latest and/or industry leading practices in data and analytics, (Ex: Cloud, Data Mining, Python, Neural Networks, Sensor data, IoT, Streaming/NRT data) to advance the overall DSA community knowledge.
+ Identifies opportunities to continue to learn in the data and analytics space, whether informal (E.g., Coursera, Udemy, Kaggle, Code Up, etc) or formal (E.g. Certifications or advanced coursework). ).
+ Innovates to create new and emerging data sets, and incorporation (data wrangling, data munging) into new insights.
+ Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
**What you have:**
+ Bachelor's degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline is required; OR 4 years of related statistics, mathematics or quantitative analytics or related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
+ 8 years of data & analytics experience; OR 6 years of data & analytics experience and up to 2 years of progressive functional business relevant experience within the respective industry of responsibility (i.e. P&C, Bank, Finance, Marketing etc.) for a total of 8 years combined experience; OR Advanced degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline and 6 years of experience in data/analytics or functional business experience within the respective industry of responsibility (i.e. P&C, Bank, Finance, Marketing, etc.).
+ 3 years of direct and/or indirect management experience.
+ Demonstrates expert skills in mathematical and statistical techniques and approaches used to drive fact-based decision-making.
+ Expert knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems.
**What sets you apart:**
+ 5+ years experience in digital analytics, tagging & CRO.
+ Analytics: Google analytics, Adobe analytics
+ Tagging: Teailum, GTM, etc.
+ Journey analysis.
+ SQL required and python a plus.
+ Predictive modeling experience.
**Compensation range:** The salary range for this position is: $143,320 - $273,930.
**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._
_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._
**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**
**Please do not type your first and last name in all caps.**
**_Find your purpose. Join our mission._**
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
Operations ACH Investigations Analyst
Jpmorgan Chase Job In Tampa, FL
You have a minimum of 2 years of banking experience with the ability to multi-task while ensuring to complete assigned tasks with deliverable timeframes. This is the team for you. As an **Operations ACH Investigations Analyst** within the Payments Lifecycle team at JPMorganChase, you will receive, research, record, resolve, and respond to ACH related inquiries within the department's target goals. You will handle high level, intricate, escalated investigations while assisting co-workers and handling additional assigned duties.
**Job Responsibilities**
+ Research and respond to ACH Investigations received via E-serve, e-mail, fax, mail, swift to department standards.
+ Delegate work and monitor queues, collect and report daily activity/ production of work group to ensure processing efficiency.
+ Assist with OTM approvals/uploads for check deposits .
+ Process bulk resolves, as directed by management .
+ Work with Global leads/managers, as required, to ensure work is handled appropriately and escalations resolved timely
+ Provide input regarding work distribution and tasks assigned to staff .
+ Provide guidance to staff on complex or out of the norm investigations , including escalations, seeking further guidance from managers, as needed .
**Required Qualifications, Capabilities, and Skills**
+ Minimum of 2 Years in banking role.
+ Ability to multi-task while ensuring to complete assigned tasks with deliverable timeframes.
+ Ability to prioritize work and manage time effectively in order to complete assigned tasks/cases.
+ Quick learner able to work with minimal supervision once trained and able to make sound decisions aligned with department objectives and standard operating procedures.
+ Ability to demonstrate high level understanding/increased knowledge of ACH network and department procedures.
+ Familiar with Quality and Procedure Policies and m ust have extensive knowledge of the systems available to service customers.
+ Ability to handle escalated issues with knowledge of rules and regulations governing ACH originations.
**Preferred Qualifications, Capabilities, and Skills**
+ Professional aptitude allowing for interacting with individuals with-in all levels of the organization.
+ Ability to effectively build and maintains working relationships with all levels of employees within and outside of the department.
+ Communicates clearly and concisely; listens well.
+ Ability to be empathetic to customer needs/ frustrations and quick to provide necessary resolution.
+ Ability to demonstrate clear and concise written communication skills.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Mortgage Sales Consultant
Belleair Bluffs, FL Job
**About this role:** Wells Fargo is seeking a Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com (********************************************* .
**In this role you will:**
+ Participate in soliciting residential mortgages from various sources
+ Produce high quality loans which are compliant and provide excellent customer service
+ Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
+ Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
+ Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans
+ Understand real estate appraisals, title reports, and real estate transactions
+ Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
+ Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
+ Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
+ Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
**Desired Qualifications:**
+ Basic Microsoft Office skills
+ Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
+ Excellent verbal, written, and interpersonal communication skills
+ Mortgage industry experience
+ Knowledge and understanding of sales prospecting and generating referrals
+ Experience developing and cultivating professional relationships
+ Customer service experience
**Job Expectations:**
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ Ability to lift 20+ pounds
+ Reliable transportation
+ Ability to work nights, weekends, and/or holidays as needed or scheduled
**Posting End Date:**
26 Jun 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-462325
New Business Ventures Principal - Alternative Capital Solutions
Tampa, FL Job
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Responsible for accelerating business growth through inorganic means, which includes mergers and acquisitions (M&A), strategic investments, strategic partnerships, and strategic innovation. Identifies and executes on external opportunities that align with business strategy and growth objectives that enable member growth and add economic value to the business. Responsible for identifying, evaluating, and executing/integrating targets, partners, and opportunities that align to the business' vision and strategic direction.
This position can work remotely in the continental U.S. with business travel.
* Develops, drives, and delivers the business' overall inorganic strategy to accelerate business growth and add economic value to the business.
* Builds and manages the cross-functional integration team and integration management office for M&A and new business ventures integration efforts.
* Directs the prioritization of investments, spend, and resource utilization as it relates to the identification and execution of growth opportunities.
* Responsible for establishing new partnerships, execution of strategic relationships, and delivery of member and economic value.
* Partners closely with M&A deal captains from pipeline to due diligence to deal close. Participates in deal confirmatory and operational diligence; provides programmatic leadership for key deals.
* Leads M&A integration strategy, planning, execution, and value realization/recognition.
* Develops overall integration plans and milestones. Partners with executives and functional champions to drive financial, marketing, product, and HR workstreams. Drives day-to-day execution of the integration process.
* Develops methods and tools to successfully execute all phases and aspects of M&A integration.
* Develops success metrics aligned with transaction value drivers and reports outcomes to senior leaders and other key stakeholders.
* Ensures alignment, prioritization, and coordination of innovation activities with the business' strategic direction as it relates to horizon 2 and 3 opportunities.
* Contributes to opportunity identification, design, development, testing, and scale solutions that meet member needs and improve organizational success.
* Consults with senior leaders on business strategy including the facilitation of strategic growth initiative workshops and processes.
* Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
* Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
* 10 years of progressive experience in M&A, innovation, development of capital strategies, and/or strategy development to include 6 years of experience managing major initiatives and/or delivering results within a complex matrix environment.
* Strong understanding of corporate business development, market expansions and acquisitions, and ability to align business needs and values to prioritize business development targets for establishing new partnerships.
* Deep knowledge of contractual requirements related to mergers, acquisitions, divestitures, joint ventures, minority investments, and strategic partnerships including but not limited to legal, regulatory, and compliance obligations and the end-to-end process.
* Strong quantitative and analytical skills; fluency in performing rigorous financial and valuation analyses and familiarity with both accounting and operating metrics.
* Proven experience screening and analyzing potential opportunities for strategic fit and conducting business due diligence.
* Demonstrated ability to think strategically to build strategies, leverage and influence leadership and cross functional teams to execute major initiatives.
* Ability to develop successful relationships with internal stakeholders and negotiate and influence at all levels of the organization.
* Experience leading large scope projects that span across multiple business units.
* Excellent verbal and written communication skills.
What sets you apart:
* Master's degree (MBA, CFA, or actuarial credentials such as FCAS/ACAS preferred).
* Experience designing and launching parametric insurance products, including climate-related, natural disaster, and supply chain risk solutions.
* 15+ years of experience in insurance, reinsurance, capital markets, or risk financing, with a strong background in alternative capital strategies.
What we offer:
Compensation:
The salary range for this position is: $164,780 - $314,960.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Comm Appraisal Services Conslt.
Tampa, FL Job
Charlotte, North Carolina;Chandler, Arizona; Dallas, Texas; Chandler, Arizona; Tampa, Florida; Phoenix, Arizona; Jacksonville, Florida; Seattle, Washington; Atlanta, Georgia; San Francisco, California; Chicago, Illinois; Akron, Ohio; Cleveland, Ohio; Tampa, Florida; Saint Petersburg, Florida
**:**
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:**
Orders and reviews appraisals and evaluations used for commercial real estate lending and provides appraisal and consulting services to all lines of business and transaction-specific professional guidance. Specific responsibilities include, but are not limited to, scoping requests for services, bidding process, award process, managing external suppliers and appraisal review. Additional responsibilities may include client team training; supervisory responsibilities, including management of procurement or review teams; and/or management of external reviewers.
**Skills:**
+ Critical Thinking
+ Financial Forecasting and Modeling
+ Business Intelligence
+ Financial Analysis
+ Interpret Relevant Laws, Rules, and Regulations
+ Risk Modeling
+ Valuation Ethics and Practice Standards
+ Attention to Detail
+ Prioritization
+ Problem Solving
+ Reporting
+ Vendor Management
Orders and reviews appraisals and evaluations used for commercial real estate lending and provides appraisal and consulting services to all lines of business and transaction-specific professional guidance. Specific responsibilities include, but are not limited to, scoping requests for services, bidding process, award process, managing external suppliers and appraisal review. Additional responsibilities may include client team training; supervisory responsibilities, including management of procurement or review teams; and/or management of external reviewers.
**Evaluates valuation requests for policy/regulatory compliance:**
+ Develops vendor statements of work for each order
+ Selects prequalified vendors and distributes RFPs
+ Executes award and monitors vendor performance
+ Reviews reports for contract compliance; grades performance
+ Performs quality assurance (detailed) reviews
+ Invoice preprocessing and validation
+ 1st -level business and vendor dispute resolution (e.g. vendor selection, utilization frequency, invoicing, etc.)
**Required Skills:**
+ Active State-Certified General Real Estate Appraisal Credential
+ 5+ years commercial real estate appraisal experience
+ Intermediate proficiency in the use of the following software applications: Argus and/or Rockport Val, (cash flow software), Microsoft Excel (spreadsheet).
+ Basic proficiency in other department programs including: Microsoft Word (word processing)
+ An in-depth working knowledge of valuation theory and methodology for commercial and residential appraisals
+ Able to write concise technical opinions in language comprehensible to expert and layman alike
+ Able to work independently in a remote setting
+ Commercial appraisal review experience for federally-regulated banking institution or equivalent highly preferred
+ Able to adapt to new technology and changes to recognized valuation methods and techniques
**Desired Skills:**
+ 2+ years commercial appraisal review experience for federally regulated banking institution or equivalent
+ MAI designation
+ Bachelor's degree (financial degree or equivalent)
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Credit Product Specialist
Tampa, FL 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 GWIM Credit Product Specialist acts as an extension of the Credit Executives. The Specialist is responsible for actively developing and supporting strategies to identify and deliver credit opportunities (e.g., LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ensuring wealth management clients are knowledgeable of the Banks full suite of GWIM credit solutions and by supporting the flawless delivery of these solutions through a high-touch advisor/client experience.
The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/expanding existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit leadership, Risk Management and other specialist organizations to meet these objectives.
Responsibilities:
• Cultivate client relationships and partner with Financial Advisors to identify credit opportunities and grow lending business
• Complete ROI analysis via the PrecisionLender tool
• Navigate and review internal systems using Navigator and LoanIQ
• Use collateral evaluations to determine viability of loan opportunities
• Resolve margin calls, and debt service failures
• Assess existing portfolio of loans, ensuring compliance with financial covenants and reporting
Skills:
• Attention to Detail
• Business Development
• Loan Structuring
• Portfolio Management
• Relationship Building
• Active Listening
• Analytical Thinking
• Client Management
• Customer and Client Focus
• Profitability Analysis
• Collaboration
• Financial Forecasting and Modeling
• Pipeline Management
• Sales Performance Management
• Sales Strategy
Required Qualifications:
• 3 years of experience in a related role in finance/banking field
• Able to construct Deal Screen Memo - multi-page document that covers relationship metrics, transaction details, underwriting guidelines
• Experience in analyzing complex financial statements
• Must be able to read loan documents, make recommendations on language changes
• Partner with internal and external counsel for guidance from risk partners.
• Able to author transaction memo that accurately reflects the client's needs and risk while partnering with credit executives in presenting to risk team
• Ability to work with advisors, their staff and external client-related partners
Desired Qualifications:
• Bachelor's degree or equivalent in Finance, Business Administration, Financial Economics/equivalent experience
• Knowledge in marketing and selling Private Wealth credit solutions; engaging, addressing, influencing lending needs of clients
• Experience in negotiating Underwriting and Risk on behalf of the client to structure sound loans
• Ability to structure securities based loans, Commercial Real Estate loans Recreational Real Estate loans, Hedge Fund loans, Fine Art loans, Yacht loans, Unsecured loans, and other miscellaneous structured loans
• Familiarity with conducting financial analysis, including ratio analysis and DSC analysis
• Understanding how to resolve margin calls, and debt service failures
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated credentialed Actuary on the Forecasting Team, you will provide accurate and insightful projections for forecast processes and communicate results to key business partners at all levels to drive key strategic decisioning conversations. You will also provide mentorship and guidance to more junior team members to foster a culture of learning and development.
Additional responsibilities may include leveraging advanced knowledge in pricing to lead and complete broad, complex unstructured projects with countrywide product-level impact.
This position can work remotely in the continental U.S. with occasional business travel.
What you'll do:
* Apply advanced actuarial knowledge to complete broad and complex projects (e.g., evaluates and selects methodology to price new discount/endorsement for countrywide rollout; develops alternative methodologies to comply with complex regulatory requirements; selects metrics and designs processes to monitor model performance; translates business problems into technical requirements and performs required analysis to develop solutions; independently runs catastrophe models and interprets and communicates results to support critical business activities, while enhancing the control environment as needed.
* Utilize advanced actuarial, mathematical, or statistical techniques to augment actuarial work product.
* Lead special actuarial projects, such as the development of new methodologies or reporting tools.
* Train new team members on the theory and mechanics of relevant actuarial methodologies.
* Apply deep understanding of products supported, stakeholders' needs, and industry trends to solve unstructured business problems.
* Identify and anticipates compliance gaps and process improvements; recommends and develops solutions to mitigate risk.
* Represents Actuary in cross-functional efforts.
* Develop written communication and presentations that effectively convey data-driven solutions to broad audiences, including cross-functional executive leadership.
* Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
* Bachelor's degree; OR 4 years of related Actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
* 4 years of Actuarial or analytical business experience.
* Associate of the Casualty Actuarial Society (ACAS) Credential.
* Demonstrated advanced skills with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.
* Advanced knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems.
* Demonstrated experience communicating complex solutions and analysis to both technical and nontechnical audiences, including executive leadership.
What sets you apart:
* A passion for creative and innovative actuarial work and developing that mindset in less experienced analysts through project leadership and oversight related to this work
* Strong Actuarial pricing expertise with experience in using a variety of pricing methodologies and models
* Experience translating detailed analytics into manageable visualizations and communicating/presenting the results concisely to executive leadership
* Experience working on multiple projects, managing competing priorities, and prioritizing workflow through strong partnerships with multiple business partners
* Demonstrable problem-solving, critical thinking, and analytic skills
* Ability to improve existing processes and create new, repeatable workflows to enhance team productivity
* US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $127,310 - $243,340.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Risk Management-Agency Multifamily Affordable Lead Credit Officer - Vice president
Jpmorgan Chase & Co Job In Tampa, FL
JobID: 210608766 JobSchedule: Full time JobShift: Day Base Pay/Salary: Washington,DC $133,000.00-$240,000.00; New York,NY $133,000.00-$240,000.00; Chicago,IL $123,500.00-$230,000.00 Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Vice President in the Risk Management - Multi-Family Underwriting team, you will leverage your credit training and previous experience with Fannie Mae and Freddie Mac multifamily loans to assess the creditworthiness of clients, properties, and markets for new loan originations.
Job Responsibilities
* Utilize advanced credit skills and knowledge of Fannie Mae and Freddie Mac Affordable and Conventional underwriting guidelines to independently author concise, thoughtful analysis of transactions using appropriate structure and identifying key risks
* Work proactively with internal and external contacts to ensure efficient progression of new loan origination through the credit process
* Analyze due diligence documents and third party reports and develop comprehensive understanding of collateral, cash flow, sponsor, and market risks
* Conduct site visits in compliance with Fannie Mae and Freddie Mac standards
* Lead complex transactions including credit facilities, portfolios, and Forward transactions
* Train and mentor junior members of the Credit team
* Contribute to platform infrastructure and processes through special projects
Required qualifications, skills and capabilities
* BS or advanced degree with business focus
* Minimum of three plus years experience in commercial real estate which might include credit or structuring experience
* Significant CRE Multifamily knowledge
* Strong verbal, written, and interpersonal skills
* Strong analytical and problem solving skills
* Advance proficiency in Microsoft Excel and Word.
* Experience with Fannie Mae and Freddie Mac applications
Preferred qualifications, skills and capabilities
* Completion of a major corporate or commercial bank credit training program
* Experience in using CLOSER (Commercial Loan Origination Securitization Enterprise Reporting) system
Global Philanthropy - Program Officer
Jpmorgan Chase & Co Job In Tampa, FL
JobID: 210633848 JobSchedule: Full time JobShift: : Become an integral part of the Corporate Responsibility (CR) team where you will have an opportunity to work alongside a team of dedicated professionals focused on generating authentic and durable social impact.
As a Program Officer in the Global Philanthropy function within CR, you will lead strategies at a market level in the Southeast U.S. This includes designing and executing philanthropic strategies aligned to the firm's business objectives, developing and managing a grant portfolio, and establishing external relationships to advance strategic priorities. The Program Officer will report to the Regional Executive for the U.S. Southeast Region.
Job esponsibilities
* Collaborate with internal and external stakeholders to develop market strategies aligned to the firm's business priorities and CR's social impact agenda, which include the focus areas of jobs and skills, small business and entrepreneurship, financial health, and affordable housing and neighborhood development
* Develop and maintain a productive network of professional relationships with key government, philanthropic, business, and nonprofit leaders
* Monitor social, political and economic trends that may impact market strategies and/or philanthropic activities
* Think creatively about the firm's assets and tools, identify opportunities for firmwide collaboration to drive impact
* Lead engagement with internal JPMorganChase stakeholders, including line of business leaders, Market Leadership Teams, cross-CR partners, and other functional partners such as HR and communications
* Communicate the firm's approach to expanding economic opportunity and CR initiatives to multiple internal constituencies;
* Develop, manage and execute philanthropic programs end-to-end (from concept design and budgeting, approval process, execution to program closing), in collaboration with community partners, that advance the firm's impact objectives
* Provide robust budget management to maximize value of philanthropic activities
* Understand the risk profile of the grant portfolio and propose the right level of mitigation; escalate controls issues with partners appropriately
* Monitor grant progress and use insights from performance to shape future direct strategy; plan convening, evaluation and communications activities to amplify impact
Required qualifications, capabilities, and skills
* Bachelor's degree required
* At least eight years of relevant work experience in program development, implementation, strategy, and/or policy in nonprofit, corporate, and/or government environment
* Passion for Global Philanthropy's mission; deep knowledge of and experience in economic inclusion, with a focus on issues related to financial health, employment and labor markets, affordable housing and neighborhood development, and small business and entrepreneurship
* Demonstrated ability to think strategically about solving structural issues, as well as program design and implementation
* Understanding of grant making and the nonprofit sector; ability to assess track record and capacity of nonprofit organizations
* Excellent relationship management and people skills; ability to communicate (verbal and written) complex ideas and professional perspective to diverse audiences
* Creative, flexible, and collaborative with an ability to work in a team-oriented environment
* Demonstrate a high-degree of initiative; results-oriented
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
Part Time (30 Hours) Associate Banker, Brandon Blvd and Morrison Rd Branch, Brandon, FL
Jpmorgan Chase & Co Job In Brandon, FL
JobID: 210633137 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
2026 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank
Jpmorgan Chase & Co Job In Tampa, FL
JobID: 210586255 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; Rochester,NY $100,000.00-$100,000.00; Greenwich,CT $100,000.00-$100,000.00; Long Island City,NY $100,000.00-$100,000.00; Manhattan Beach,CA $100,000.00-$100,000.00; Westlake Village,CA $100,000.00-$100,000.00; San Diego,CA $100,000.00-$100,000.00; Washington,DC $100,000.00-$100,000.00; Las Vegas,NV $100,000.00-$100,000.00; Summit,NJ $100,000.00-$100,000.00; Seattle,WA $100,000.00-$100,000.00; Walnut Creek,CA $100,000.00-$100,000.00; Chicago,IL $100,000.00-$100,000.00; Baltimore,MD $100,000.00-$100,000.00; Pasadena,CA $100,000.00-$100,000.00; Denver,CO $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; Palo Alto,CA $100,000.00-$100,000.00; Irvine,CA $100,000.00-$100,000.00; Minneapolis,MN $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00
2026 Global Private Bank Advisor Program (SUMMER Analyst) - USPB
Short Description
Advisor Training Program in Global Private Bank working with advisors to support client. Target applicant: Expected graduation 2027
Posting Description
If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.
Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
Job responsibilities
* Work with a team of advisors and specialists to bring in new clients and serve existing clients
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Required qualifications, capabilities, and skills
* Pursuing a Bachelor's or Master's degree
* Graduation date of December 2026 through June 2027
* Attend college/university in the U.S.
* Highly driven person who enjoys working in teams to develop complex solutions
* Exceptional interpersonal, communication, analytical and problem-solving skills
* Excellent organizational skills and ability to multitask
* Genuine interest in financial markets and macro-level economic trends
* Desire to ultimately work with external clients in a relationship building and sales capacity
* Ability to thrive in a fast-paced, collaborative environment
* Highly inquisitive, focused and pro-active
* Good judgment and discretion when working with confidential information
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Our Locations
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, MI
Boston, MA
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Columbus, OH
Dallas, TX
Denver, CO
East Bay, CA
Fort Lauderdale, FL
Fort Worth, TX
Grand Rapids, MI
Greenwich, CT
Houston, TX
Indianapolis, IN
Irvine, CA
Jacksonville, FL
Las Vegas, NV
Long Island, NY
Los Angeles, CA
Miami, FL
Milwaukee, WI
Minneapolis, MN
Naples, FL
Nashville, TN
New Orleans, LA
New York, NY
Oklahoma City, OK
Orlando, FL
Palm Beach, FL
Palo Alto, CA
Pasadena, CA
Philadelphia, PA
Pittsburgh, PA
Rochester, NY
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
Scottsdale, AZ
Seattle, WA
South Bay, CA
St. Louis, MO
Summit, NJ
Tampa, FL
Tulsa, OK
Washington D.C.
Westlake Village, CA
JPMorgan Chase is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles. The JPMorgan Chase U.S. Benefits Program is generally available in whole or in part to most employees in the U.S. who meet the eligibility criteria.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
Global Sales Control Manager - Vice President
Jpmorgan Chase Job In Tampa, FL
Welcome to JPMorgan Chase, a leader in the rapidly evolving payments industry. Our Payments organization provides cash management, liquidity, commercial card, and transformation solutions to clients worldwide. We leverage the latest technology and data analytics to deliver specialized solutions that help clients grow and streamline their businesses.
Join our Global Sales Controls Management team as a Vice President, where you'll lead efforts to ensure a robust controls environment for JPM Payments. Collaborate with business leaders to identify and mitigate risks, and play a key role in shaping the future of payments.
As a Payments Global Sales Controls Manager within the Commercial & Investment Bank, you will be at the forefront of governance initiatives, managing relationships with the 2nd and 3rd lines of defense, and actively participating in regulatory engagements. Your responsibilities will include enhancing governance procedures, providing advice on risk mitigation strategies, and producing executive reports to facilitate informed business decisions.
**Job Responsibilities:**
+ Lead Global Sales efforts to establish governance that identifies, quantifies, manages, and monitors risk.
+ Act as an advisor to business leads on mitigating emerging risks with products or new initiatives.
+ Oversee the end-to-end system of controls to mitigate risk through engagement and analysis.
+ Deliver high-quality executive reporting and analytics to support business decisions.
+ Create and deliver executive communications, status reporting, and metrics.
+ Manage regulatory exams and audits impacting Global Sales.
+ Contribute to the Control Forum and attend regional and governance forums.
+ Report to senior management regularly.
+ Maintain strong controls in partnership with the business and relevant partners.
**Required Qualifications, Skills, and Capabilities:**
+ 7 years of relevant industry experience in the financial industry with deep knowledge of Payments.
+ Demonstrated ability to influence outcomes without direct line management responsibility.
+ Ability to analyze problems, apply quantitative analytical approaches, and communicate effectively.
+ Proactive in improving business processes and taking initiative.
+ Excellent quantitative and analytical problem-solving skills.
+ Experience in change management and transformation, with the ability to influence teams.
+ Ability to develop strong partnerships across lines of business to achieve goals.
+ Proven ability to achieve quality results in a rapidly changing environment.
**Preferred Qualifications, Skills, and Capabilities:**
+ Ability to quickly transform ideas and information into electronic presentations.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Device and Non Monetary Fraud Lead Analyst
Tampa, FL Job
Newark, Delaware;Plano, Texas; Richmond, Virginia; New York, New York; Boston, Massachusetts; Charlotte, North Carolina; Chicago, Illinois; Tampa, Florida; Kennesaw, Georgia; Jacksonville, Florida; Phoenix, Arizona; Chandler, Arizona **Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Summary:**
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
Account Takeover (ATO) persists as one of the most prevalent threats within the fraud landscape today. This, coupled with the expansion of our digital capabilities, and the wide array of compromised information available for purchase, has increased the scope and complexity of effectively detecting, mitigating and monitoring ATO risk within the Bank's ecosystem.
The Fraud Prevention and Detection organization relies heavily on our understanding of current fraudster tactics to expand our capabilities, reduce customer friction, and make strategic investment decisions. Data related to customer profiles and online banking login events hold an important key to securing best-in-class fraud performance and exceptional customer experiences. The selected candidate will work closely with the Cross-Functional teams and internal stakeholders to minimize process gaps and deliver on organizational loss goals.
Device and Non Monetary Fraud and Innovation Senior Analyst-
This job is responsible for performing complex analyses of online logins, device characteristics, and other non-monetary data to minimize fraud loss exposure and negative impacts to the customer experience. Key duties include analytical support on strategy creation and optimization, proposal of policy/procedural changes, and partner engagement within a complex stakeholder matrix.
**Responsibilities:**
+ 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
+ Deriving actionable insights from complex data
+ Investigation and root cause analysis of major fraud losses and emerging trends
+ Implementing incremental fraud mitigation controls in partnership with functional stakeholders
+ Developing effective monitoring and oversight for cross-functional processes, inclusive of performance reporting and newly identified opportunities for collaboration across teams
+ Supporting processes related to initiative management, including impact assessments, business case development, and capability roadmap development
**Required Qualification:**
+ 4+ years of fraud, cyber, or risk analyst experience developing and/or optimizing mitigation strategies or managing large fraud programs/initiatives
+ 3+ years of SQL and/or SAS coding ability
+ Excellent communication and presentation skills
+ Ability to identify opportunities for improvement and work autonomously with minimal direction
+ Expertise in building and managing stakeholder relationships and presenting to senior leaders
+ Ability to work in a fast-paced, dynamic environment
**Desired Qualifications:**
+ B.A./B.S in Computer Science, Data Science, Statistics or related field
+ Advanced degree in Computer Science, Data Science, Statistics, or related field
+ Fraud or Claims background with focus on Online Banking, Account Takeover, and/or authentication
+ Understanding of statistical methods for developing performance metrics
+ Familiarity with data visualization tools, preferably Tableau
+ Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
+ Proficiency coding in SAS and/or Python and using Hadoop Impala/Hive
+ Familiarity with code automation
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Part Time (30 Hours) Associate Banker, Clearwater Beach Branch, Clearwater Beach, FL
Jpmorgan Chase & Co Job In Clearwater, FL
JobID: 210635420 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.