HR Assessments Product Manager Vice President
Jpmorgan Chase & Co Job In Columbus, OH
JobID: 210593954 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $104,500.00-$165,000.00; Washington,DC $104,500.00-$165,000.00 We are seeking dynamic experts in the field of employee assessment to join the firm's centralized global Assessments Product Team as an HR Assessment Vice President. As part of the Assessments product team, you will help empower the firm to make faster, data-driven talent decisions through valid, fair, and compliant assessments measuring job relevant capabilities and skill proficiency. If you are passionate about leveraging the latest research and technology to revolutionize talent assessment, we invite you to join our forward-thinking team.
As an Assessment Vice President on the Assessment Product Team, you will play a pivotal part in shaping our firm's talent assessment strategy by collaborating with cross-functional partners to lead the design, development, validation, and implementation of cutting-edge assessment and selection products. Your expertise will ensure these tools are valid, fair, compliant with all relevant laws and regulations, and meet objectives and key results (OKRs). Our assessment tools/products are designed and calibrated to enhance user experience, improve job performance, boost retention, promote diversity of hire, and drive key business metrics and recruitment efficiency.
Job Responsibilities
* Build relationships with stakeholder and help shape the vision and relevant OKRs for the specific assessment products/tools within your remit
* Lead the design, development, validation, implementation, and on-going evaluation of assessment and selection products/tools (developed in-house or vendor-tailored) against OKRs
* Stay abreast of technological or legal developments impacting the assessment field and act as a subject matter expert to guide others in the development, evaluation, and use of fair, compliant, and effective employee selection tools
* Engage with legal, compliance, and analytics teams to evaluate selection tools against all relevant laws and regulations globally
* Collaborate closely with product management, engineering, and user experience on the design, integration and deployment of assessment products
* Partner closely with change management and learning/training teams on product implementations, trainings, and end-user-readiness
* Draft assessment product documentation including technical reports, executive summaries for senior leaders, end-user trainings, standard operating procedures, and product management documentation (e.g., solution charters, journey maps, user stories, product requirement documents, product roadmap, etc.)
Required Qualifications, Capabilities, and Skills
* MA or PhD degree in industrial organizational psychology or related field
* 6+ years of applied experience with selection assessment projects involving job analysis, criterion validation, adverse impact analyses, and ongoing statistical evaluation
* Experience with launching new assessments including integration, UAT, change management, and training
* Experience working with legal and compliance teams to evaluate assessments and knowledge of assessment-related laws/regulations, EEOC, UGESP, and OFCCP guidelines
* Experience leading large, complex projects/programs including risk management approaches
* Exceptional communication and presentation skills, with the ability to convey complex technical information in varying ways, depending on the audience and need
* Ability to lead cross-functional teams, coach and develop others to support the development of high-performing teams
Preferred Qualifications, Capabilities, and Skills
* Knowledge of the product lifecycle and/or experience with product management
* Experience with agile methodology and Jira or similar tools
* Experience working with large, heavily-regulated corporate entities
* Experience with assessing for technology roles such as software engineers
Risk Management - Risk Administration - Vice President
Jpmorgan Chase & Co Job In Columbus, OH
JobID: 210606218 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $99,750.00-$180,000.00 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 Wholesale Credit Risk Administration (WCR Administration) Vice President on the WCR Administration Systems & Regulatory Support team, you will be responsible for leading change management activities. You will work on improving efficiencies and controls in the Commercial and Investment Banking in Risk organization.
Job Responsibilities
* Collaborate with Wholesale Credit Risk Product, Technology, Credit Risk, and other key stakeholders on the strategic initiatives to adopt new innovative solutions for streamlining credit processes and improving controls
* Lead and/or participate in change management activities impacting credit systems and processes including testing, training and communications for CIB Credit Risk
* Actively participate in working groups/product cabinets providing feedback and effective challenging on system design requirements, Coordinate and perform user acceptance testing and smoke testing providing critical input on decisions before implementation
* Performing centralized support for bulk uploads required for client grading exempt populations or other credit risk system changes
* Initiate and perform certain regulatory reporting and control activities providing guidance on reporting requirements with credit officers
* Manage, develop and support administration of credit risk resources such as SharePoint
* Support and identify opportunities to automate and streamline WCR Admin processes.
Required qualifications, capabilities and skills
* Bachelor's degree (BS/BA)
* Self-motivated, detailed oriented and have the ability to work both as part of a team and independently
* Ability to thrive in a fast-paced, collaborative work environment
* Good analytical and problem solving skills
* Strong written and verbal communication skills
* Basic SharePoint design
Preferred qualifications, capabilities, and skills
* Knowledge of CRI systems (ICRD Proposals, Desktop, Grading and iSPRESO) or SharePoint/website design experience a plus
* Credit Officer or Analyst experience in analyzing loan proposals or experience in teams supporting Credit Risk Officers
* Reporting /analytical experience
* Knowledge of credit risk and risk policies, procedures and standards
* Use of Artificial Intelligence tools like Alteryx and the LLM model
* Excellent Microsoft Office skills (Excel, Word, PowerPoint- Access a plus)
Client Service Associate
Cincinnati, OH Job
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service covera ge for a FA/PWA/team including:
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA/team
Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
Assist FAs / PWAs/ teams in delivering against their business plan and client service model
Remaining current on all policies, procedures, and new platforms
Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Knowledge/Skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven
Reports To:
Business Service Officer
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Wealth Management Associate
Pepper Pike, OH Job
The Wealth Management Analyst/Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Analyst/ Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.
We are seeking both Wealth Management
Analysts
and
Associates
for our branches
DUTIES and RESPONSIBILITIES:
Client Support:Estab
lishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from senior team members Assis
ts Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns Prepa
res performance reports and other data for clients, that may involve evaluating account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitors Engag
es in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information necessary to craft comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth AdvisorWorks
with clients on the execution of orders in Brokerage and Advisory accounts Assis
ts clients with market and stock research Devel
ops Statement of Investment Policy Statements for clients in coordination with Financial Advisor / Private Wealth AdvisorManag
es events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth AdvisorAddit
ional responsibilities and requirements for a Wealth Management AssociateThoro
ughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth AdvisorsMay p
articipate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth AdvisorsAssig
ns work to team's Client Service Associate as appropriate Coord
inates enrollment campaigns/meetings for existing clients Busin
ess Development & Operational Support:Desig
ns and produces strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiative Synth
esizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm's proprietary software tools; May lead presentations in partnership with Financial Advisors / Private Wealth AdvisorsLeads
a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio enhancements for clients Ident
ifies and implements practice management opportunities by interfacing with various departments across the firm Devel
ops presentation materials and proposals to assist Financial Advisors / Private Wealth Advisors in managing performance measurements on existing accounts and cultivating new business opportunities Provi
des tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Colla
borates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Condu
cts quarterly/annual business performance reviews in conjunction with the Financial Advisor / Private Wealth AdvisorActiv
ely engages in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Proac
tively participates in firm initiatives directed by local management Quali
fications - ExternalEDUCA
TION, EXPERIENCE, KNOWLEDGE, and SKILLS: Educ
a
tion and/or Experience2+ ye
ars of work experience (5+ years for Associate level) in a field relevant to the position required Four-
year college degree or professional certification preferred Activ
e Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Addit
ional product licenses may be required Knowl
edge/SkillsEnjoy
s working with people and problem solving Knowl
edge of financial industry and investment products preferred Able
to measure performance of clients' portfolios Effec
tive written and verbal communication skills Stron
g understanding of applicable compliance rules, regulations and firm policies Able
to work independently and effectively on a team Stron
g computer skills including knowledge of Microsoft Office products (Word, Excel and PowerPoint) Detai
l-oriented with superior organizational skills and ability to prioritize tasks Abili
ty and interest in working in a fast-paced, evolving environment REPOR
TS TO:Busin
ess Service Officer Morg
a
n Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is
the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Property Adjuster Specialist (Field)
Columbus, OH 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 Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements.
Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available.
This is a field-based role for the area between Columbus, OH and Dayton, OH. Candidates currently living in this location or willing to self-relocate are encouraged to apply.
What you'll do:
Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability.
Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance.
Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics.
Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies.
Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes.
Maintains accurate, thorough, and current claim file documentation throughout the claims process.
Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims.
Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
May be assigned CAT deployment travel with minimal notice during designated CATs.
Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience.
Adjusts complex claims with attorney involvement.
Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations.
May require travel to resolve claims, attend training, and conduct in-person inspections.
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:
High School Diploma or General Equivalency Diploma required.
2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
Advanced knowledge of estimating losses using Xactimate or similar tools and platforms.
Proficient knowledge of residential construction.
Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations.
Proficient negotiation, investigation, communication, and conflict resolution skills.
Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills.
Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed.
Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
What sets you apart:
US military experience through military service or a military spouse/domestic partner
Prior field experince handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.)
Prior experience adjusting property claims using virtual technologies
Prior property field adjuster experience handling DWG, APS and ALE adjustments
Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing)
Xactimate Level 1 and/or Level 2 certification
Prior deployments in support of catastrophes
Currently hold an active Adjuster License
Currently reside within or have the ability to self-relocate between Columbus, OH and Dayton, OH
Physical Demand Requirements:
May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces.
May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license.
May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car.
May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics.
Compensation range: The salary range for this position is: $67,220.00 - $128,40.00.
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.
Asset Management - Model Portfolio Specialist Client Advisor- Associate
Jpmorgan Chase & Co Job In Columbus, OH
JobID: 210592690 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $70,000.00-$75,000.00 JPMorgan Asset Management is a global leader in investment management, dedicated to delivering exceptional client service and innovative investment solutions. Our team of professionals is committed to helping clients achieve their financial goals through a comprehensive range of investment strategies and services.
As a Model Portfolio Specialist within the dynamic team at JPMorgan Asset Management, you will be a highly motivated and client-focused team member. Your critical role will involve supporting our client advisors and promoting sales of our model portfolio offerings. You will collaborate closely with client advisors to ensure effective communication and implementation of model portfolios, with limited travel required in the Midwestern and Western US.
Job Responsibilities
* Manage a territory of advisors across multiple channels, including Independent Broker Dealer, Wealth Management, and Registered Investment Advisor.
* Develop and maintain strong relationships with a targeted and dynamic group of Financial Advisors who are known to engage in model portfolio business but are not currently covered.
* Primarily engage with FAs over the phone, utilizing screen share technology to leverage JPMorgan resources, tools, and model portfolios effectively.
* Become an expert in our Multi-Asset Solutions (MAS) views, portfolio moves/rationale, performance, positioning points, and the competitive landscape.
* Prepare and deliver compelling presentations to clients and prospects, showcasing the benefits and performance of our model portfolios.
* Stay informed about market trends, economic developments, and investment strategies to provide valuable insights and recommendations to client advisors and clients.
* Manage and conduct 20 agenda-driven meetings per week, ensuring productive and meaningful interactions with FAs.
* Collaborate with advisors to deliver market and portfolio insights and drive adoption and investment in our model portfolios.
* Ensure all client communications and portfolio recommendations adhere to regulatory requirements and internal risk management policies.
* Work closely with various teams, including marketing, sales, and operations, to support the promotion and distribution of model portfolios.
Required qualifications, capabilities and skills
* Bachelor's degree in Finance, Economics, Business, or a related field;
* Series 7 and 63
* Minimum 3 years of experience in investment management, portfolio management, or a related field, with a focus on client-facing roles.
* Strong understanding of investment principles, asset allocation, and portfolio construction..
* Excellent analytical, quantitative, and problem-solving skills.
* Strong communication and presentation skills, with the ability to convey complex investment concepts to a diverse audience.
* Detail-oriented with a high level of accuracy and the ability to manage multiple tasks and deadlines.
* Team player with a collaborative mindset and the ability to work effectively in a fast-paced environment.
* Willingness to travel occasionally within the Western US.
Preferred qualifications, capabilities and skills
* Advanced degree or CFA designation preferred.
Audit Practices Quality Assurance Senior Auditor - Associate
Jpmorgan Chase & Co Job In Columbus, OH
JobID: 210602751 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $99,750.00-$145,000.00 In this role you will help enhance practices, policies and tools used by the Audit Department globally. This team offers visibility to senior members of the department!
As an Internal Audit Practices Quality Assurance Senior Auditor Associate within the Internal Audit Department, you will play a pivotal role in promoting positive transformations across the global audit department. Your participation in special projects, as needed, will also be a significant part of your role. Reporting to the Quality Assurance Core Team Manager, your contributions will be instrumental in enhancing our audit practices.
Job Responsibilities
* Execute an effective program of quality assurance, including communication of results, analysis of themes, identification of best practices and recommend changes to audit processes
* Positively and creatively influence department change
* Seek ways to increase efficiency and effectiveness of work performed
* Create and maintain key relationships across the Audit department, establishing a culture of engagement and adding value to the department
Required Qualifications, Capabilities, and Skills
* 3 years of audit experience or related financial services experience
* Bachelor's degree
* Experience in planning and executing audit projects in accordance with professional standards
* In-depth understanding of audit methodologies
* In-depth knowledge of financial services, with ability to evaluate appropriateness of audit results across multiple lines of business
* Great communication skills, both verbal and written; must be comfortable presenting results and recommendations to senior management.
* Advanced project management skills; must be able to manage multiple projects concurrently.
Preferred qualifications, Capabilities, and skills
* CIA, CPA or CAMS certification desirable
* Prior Quality Assurance experience
* Proven track record regarding ability to maintain good working relationships and influencing change
* Enthusiastic, self-motivated, effective under pressure and willing to take personal responsibility/accountabilities
Business Solutions Banker
Jpmorganchase Job In Columbus, OH
If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you.
As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
Manage a portfolio of 250 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected
Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
General knowledge of core business products and services including deposit, lending, and cash management
Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities and skills
Bachelor's degree in Finance or related field, or equivalent work experience
Product Security Lead - Software Engineering - Architecture
Jpmorgan Chase & Co Job In Columbus, OH
JobID: 210460167 JobSchedule: Full time JobShift: Base Pay/Salary: Seattle,WA $204,250.00-$285,000.00; New York,NY $204,250.00-$285,000.00; Chicago,IL $166,250.00-$260,000.00; Jersey City,NJ $204,250.00-$285,000.00
This is an excellent opportunity to join a world class technology organization. As a Product Security Lead (PSL) in the Cybersecurity & Technology Controls (CTC) team for the Consumer and Community Bank (CCB). You will work proactively with your technology and business colleagues to identify and quantify security issues within their business and empower them to take decisive risk decisions at speed and scale. You're an expert security with a strong mix of technical and communication skills and are passionate about enabling safe and secure innovation. You will work with some of the best and brightest cybersecurity and technology engineers to solve complex problems which will both challenge you and help you develop your skills in one of the most innovative and respected companies in the world.
Core Product Security Responsibilities:
* Cultivate security culture with your product technology and business colleagues. Products that have the right security culture will strive to prioritize sustainable controls and driving real risk reduction outcomes. Embed threat modelling, solutions architecture, secure code review into product and application teams so they adopt our control products and create products that are secure from the start.
* Know your product across its breadth and depth. Be fluent in your product's strategy and roadmap as well as its key investment programs. Identify unfamiliar technology components, capabilities, and business concepts and be self-motivated to learn all about them, applying critical thinking to identify hidden issues along the way.
* Be your product's security thought leader. Learn from your product and cybersecurity teams and share best practice in both directions. Be recognized in your product as the clear point of escalation and subject matter expert for IT Risk and Cyber domains.
* Act with urgency managing emerging issues. Proactively monitor Key Risk Indicators to ensure issues are identified, quantified, communicated, and managed in a timely manner, including recommendations for resolution and identifying the root cause/key themes.
* Partner and lead end-to-end across your product's supply chain. Work collaboratively with product, technology, and business colleagues on an on-going basis for business-as-usual audit and regulatory engagements, risk activities and project initiatives. Work closely with Third Party Oversight teams to ensure effective technology risk management of vendors engaged by technology partners, with a focus on Cloud computing / emerging technologies.
Expected Outcomes:
* Build a vision around the next level of security maturity for the Connected Commerce business with inputs from the security organization and work with Product and Engineering Leaders to deliver on that idea. This vision must enable business outcomes and continuously raise the security bar and not one or the other.
* Serve as a cyber risk advisor to the Connected Commerce leadership team and help prioritize initiatives with the greatest ROI using rich datasets.
* Partner with Engineering teams to solve complex problems specific to fields such as Payments and banking APIs
* Enable and partner with application architects and engineering leaders to design secure, scalable and resilient applications
* Hiring, shaping and developing a team of cyber risk advisors that are tightly integrated into the business
Required Experience:
* Experience in a successful security and risk organization with strong security and technical skills
* Software Development
* Secure Application Development
* Security Solution Architecture
* Technical Service Delivery - E2E
* Shipping code & features
* Demonstrated experience with product technologies (i.e., Infrastructure, Application)
* Hands-on practical experience in cybersecurity architecture that can be applied and reused across businesses, functions, and systems
* Fluent in modern architectures - (data, cloud, mobile, APIs, micro-services)
* Experienced with full stack technologies
* Fluent in one or more programming languages
* Deep knowledge of one or more software or applications
* Strong knowledge of public cloud technology - AWS
* Cyber subject matter expert able to earn the respect of technology leaders
* Strong strategic vision mixed with delivery excellence. Focus in terms of risks and outcomes.
* Strong communication and presence.
* Ability to work with xfn technology partners - engineering, architecture & product management.
* Able to communicate effectively and authoritatively with technical and non-technical stakeholders.
* Strong leader, culture carrier and team player experienced in matrix organizations.
Head of Content Marketing - Velocity Black (Remote)
Remote or McLean, VA Job
Head of Content Marketing - Velocity Black (Remote)
Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives.
From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast-paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued.
Velocity Black is looking for a Director to join our team as Head of Content Marketing.
What You'll Do:
Develop and launch Velocity Black's content strategy in support of business objectives, and ensure they live up to our brand promise.
Develop an integrated content marketing and social media framework across Velocity Black's existing member base and target relevant audiences, working with internal and external partners.
Own the brand's content marketing, publishing, and moderation execution across Velocity Black's website/content hub, App CMS, Instagram, LinkedIn, email marketing communications, and in-app marketing.
Manage an editorial calendar that reflects production workflows and publishing schedules.
Create a collaborative model for content marketing and brand marketing, defining processes, metrics and stakeholder buy-in from business partners.
Responsible for the vision, strategy and integration of social tools, technologies, practices and principles into business processes for the attainment of the mission.
Facilitate integration of content and social within overall marketing strategy to create high impact marketing tactics that produce mass awareness and conversation online.
Determine metrics of success and assess effectiveness of content and social marketing initiatives; influence members, prospective members, and other relevant audiences.
Keep abreast of industry trends and competitive strategies to identify potential challenges and opportunities.
Closely monitor customer, competitive, and industry behaviors as it relates to marketing strategy; use research tools to guide ideas or concept evolution.
Work with Enterprise Content Marketing and Social Media teams and lead cross-functional teams and manage input from stakeholders.
Basic Qualifications:
Bachelor's Degree or military experience
At least 8 years of marketing experience
At least 5 years of experience in planning, executing, and analyzing marketing programs
At least 5 years of people leader experience
At least 3 years of experience in content strategy and production
Preferred Qualifications:
Master's of Business Administration
5+ years of experience working with SEO, SEM, Social, and Web analytics and testing
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location.
Remote (Regardless of Location): $181,800 - $207,500 for Director, Marketing
McLean, VA: $200,100 - $228,400 for Director, Marketing
This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace.
About Us
At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking.
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SRU Accounts Team Specialist
Columbus, OH Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The Accounts Team Specialist will work closely with all levels of field management to ensure brokerage New Accounts, Account Modifications, and Managed Account Inception/Modification activity (e.g., "Account Activity") has been appropriately approved using various internal systems. An Accounts Team Specialist will report directly to the Accounts Team Manager.
The Accounts Team Specialist will interact with to resolve issues encountered during account review and approval processing.
Responsibilities:
* Review & approve the New Accounts, and Account Modification requests
* Provide world class customer service to both field facing and internal counterparts in all interactions
* Research and resolve problems and deficiencies in a timely manner.
* Meet appropriate timelines within expectations for requests from Regional Interface inquiries and follow up within that time frame.
* Ability to handle a high volume of requests in a fast-paced environment.
* Knowledge and use of Morgan Stanley systems.
* Apply firm policies and procedures on account opening and maintenance activity (e.g., "Know Your Client" (KYC), Client Identification Program (CIP), and account suitability standards).
* Keep current on SEC/FINRA, Compliance and firm guidelines and policy and procedure changes and apply to processing and all interaction to ensure risk mitigation
* Participate in projects and/or remediation efforts as needed including pilot programs
* Other duties as assigned
Qualifications
* Bachelor's degree required or equivalent education or experience
* Series 7/63 (or 66) required
* Series 9/10 or 4/24/53 preferred, but would need to be obtained within 120 days of hire date if not already held
* 2+ years of industry experience (broker/dealer risk experience is a plus) Knowledge / Skills
* Excellent interpersonal and client service skills
* Effective written and verbal communication skills
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Senior Software Engineer
Columbus, OH Job
About this role: Enterprise Data & Platforms (EDP) in Consumer Technology (CT) is seeking a senior software engineer to be part of the Core Banking Deposits/Transaction Processing product area. This position will be part of the scrum team focusing on API development and build highly scalable, resilient microservices/business services applications. The ideal candidate will partner with business/technical product managers, systems architects, and others engineers to develop critical solutions. In addition, this position will play a key role in managing/supporting all technology risk remediation/management tasks and focus on transformation activities including tech modernization, cloud migration, and test automation. Candidate will also be responsible to ensure technology solutions implemented adheres to enterprise policies and standards including documentation of items such as Security Plans, Service Level Agreements, and general system documentation.
In this role, you will:
* Lead moderately complex initiatives and deliverables within technical domain environments
* Contribute to large scale planning of strategies
* Design, code, test, debug, and document for projects and programs associated with technology domain, including upgrades and deployments
* Review moderately complex technical challenges that require an in-depth evaluation of technologies and procedures
* Resolve moderately complex issues and lead a team to meet existing client needs or potential new clients needs while leveraging solid understanding of the function, policies, procedures, or compliance requirements
* Collaborate and consult with peers, colleagues, and mid-level managers to resolve technical challenges and achieve goals
* Lead projects and act as an escalation point, provide guidance and direction to less experienced staff
* Be hands on design/development, unit testing and building high quality solutions (APIs - REST/SOAP with XML, JSON) that is simple, scalable, reliable, secure and maintainable.
* Participate in all phases of the SDLC including documentation, code reviews, research and production issue research/support.
* Be the focal point for application resiliency/stability and address any operational issues via standard processes.
* Champions continuous improvements in the organization.
* Ensures the craftsmanship, security, availability, resilience, and scalability of solutions developed.
* Ensure compliance and risk management requirements for supported area are met.
* Ensures that key areas of technology risk including security, stability, and scalability are addressed in the technology solutions.
* Interface with third party vendors and technology service providers as needed.
* Ensure effective Production systems monitoring, alarming and notification response/maintenance.
* Work with the scrum team to ensure that all SDLC (including secure SDLC) release level activities are completed in a timely manner.
Required Qualifications, US:
* 4+ years of Software Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 4+ years of experience with end-to-end design and delivery of microservices/web services (API) applications
* 4+ years of Java/Spring experience
* 3+ years of Oracle experience
* 4+ years of LINUX/UNIX experience
* 4+ years of Agile experience
Desired Qualifications:
* 4+ years of software design and development experience in leading/managing web services/API applications in a high volume production environment.
* Web Services/Microservices delivery experience on internal or external cloud platforms
* Experience supporting, leading and working with offshore teams
* Experience with one or more Agile tools used for tracking user stories or backlogs, such as Confluence or Jira
* Excellent verbal, written, and interpersonal communication skills
* Strong organizational, multi-tasking, and prioritizing skills
* Ability to work effectively, as well as independently, in a team environment
* Ability to work in a fast-paced deadline driven environment
* Knowledge and understanding of secure SDLC (System Development Life Cycle) methodologies, including static/dynamic testing
* Experience with Kafka and PubSub patterns (including event-driven architecture)
* Knowledge and understanding of cloud readiness/cloud design principles for Java/Spring applications
* Demonstrated ability to work in a diverse, geographically distributed team (including onshore and offshore)
* Experience with one or more Observability/Monitoring tools: Elastic, Kibana, Grafana, AppDynamics, Splunk, and Dynatrace
* Experience or familiarity with Apigee or API Management tools.
Job Expectations:
* ·This position is not eligible for Visa sponsorship
* Ability to work additional hours as needed
* ·Flexibility to work in a 24/7 environment
* ·Ability to work nights, weekends, and/or holidays, as needed
* ·Ability to work in a hybrid office environment - with 3 days/week in the designated office location
* ·Ability to travel up to 10% of the time
Locations:
* 1525 W W T Harris Blvd., Charlotte, NC
* 3075 Loyalty Circle, Columbus, OH
Benefits:
* Information about Wells Fargo's US employee benefits
* Information about Wells Fargo's International employee benefits
Posting End Date:
14 Feb 2025
* Job posting may come down early due to volume of applicants
Posting End Date:
27 Mar 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Risk Management - Asset Wealth Management - Special Credits Executive, Global Head of Special Credits, Managing Director
Jpmorgan Chase Bank, N.A Job In Columbus, OH
Bring your expertise to JPMorgan Chase as a Special Credits Executive and play a pivotal role in Risk Management and Compliance, ensuring JPMorgan Chase remains strong and resilient. You will help the firm grow responsibly by anticipating new and emerging risks and using your expert judgment to solve real-world challenges that impact our company, customers and communities. Our culture encourages thinking outside the box, challenging the status quo, and striving to be best-in-class.
Job summary
As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you will play a significant role in managing risk and supporting the global lending practice. As the AWM Global Head of Special Credits, you will lead a team of Special Credits Executives in managing problem credit portfolios across various markets, including the United States, EMEA, Asia, and Latin America.
Job responsibilities
Lead and mentor a team of experienced special credit officers, overseeing their management of problem credit portfolios.
Approve credit risk ratings and resolution strategies for high-risk credit exposures.
Navigate complex problem loan restructurings, bankruptcies, and enforcement proceedings.
Develop a thorough understanding of the firm's risk management and control policies and guidelines to ensure compliance and support effective decision-making.
Collaborate closely with internal and external legal counsel to maximize recovery on distressed assets and mitigate potential liability.
Conduct quarterly credit surveillance meetings and challenge strategies, risk ratings and reserve recommendations.
Approve asset-specific reserve recommendations and ensure compliance with relevant accounting policies.
Collaborate with senior credit risk leadership in establishing quarterly qualitative reserves.
Mentor junior credit officers and analysts through lessons-learned sessions.
Oversee and facilitate ad hoc risk-related projects and workflows.
Communicate proactively on newly identified problem credit exposures and escalate potential credit cost items to the respective markets.
Required qualifications, capabilities and skills
Master's or Bachelor's degree required.
10+ years in a similar banking or credit approval role with a track record of exceeding performance expectations.
Highly organized, motivated and hard working with exceptional communication skills, both written and verbal
Outstanding professional reputation and integrity.
Strong leadership skills with experience in training and managing a team.
Expertise in loan structuring, complex finance structures, negotiating, credit analysis and portfolio management, with experience synthesizing information, developing recommendations, making decisions and problem-solving.
Deep understanding of creditor rights and enforcement strategies.
Considerable experience working with attorneys on enforcement and bankruptcy litigation.
Knowledge of lien perfection and priority, including but not limited to real property, accounts, aircraft, boats, automobiles, life insurance, and cash and marketable securities.
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
Columbus Promise Part-Time Associate Banker 30hr
Jpmorganchase Job In Columbus, OH
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Information Security Engineering Senior Manager
Columbus, OH Job
About this role: Join an exciting, fast-paced organization working on cutting edge encryption, tokenization and key management technologies, leveraged to protect information companywide. Wells Fargo is seeking a Information Security Engineering Senior Manager to lead and oversee Teams working with hardware security modules (HSMs), security appliances, application encryption and tokenization. This leadership role requires strong Information Technology and Information Security foundational knowledge, as well as experience with and awareness of encryption/tokenization and key management technologies and engineering practices. The ideal candidate for this position will have demonstrated experience leading a team, influencing and collaborating with all levels of leadership, including Executives, in a large Enterprise environment. The role closely partners across Wells Fargo Technology Infrastructure, Cybersecurity and lines of business to drive information protection product delivery, support business priorities and oversees the allocation of people and financial resources to ensure commitments are met and align with strategic objectives
In this role, you will:
* Manage a team of Information Security Engineers that design, document, test, maintain and provide issue resolution recommendations for highly complex security solutions related to networking, cryptography, cloud, authentication or directory services, email, internet, applications, or endpoint security.
* Engage more experienced information security and line of business management to identify, formulate and implement information security solutions and controls.
* Lead a large, complex information security unit or a number of smaller specialized work units with direct impact to companywide information security objectives having high risk and complexity.
* Manage security consulting on large projects for internal clients to ensure conformity with corporate information security policy and standards.
* Set guidelines for compliance and risk management requirements for supported area and work with other stakeholders to implement key risk initiatives.
* Oversee resource allocations to ensure commitments align with strategic objectives.
* Manage implementation of information security such as availability, integrity, confidentiality, risk management, threat identification, modeling, monitoring, incident response, access management and business continuity.
* Maintain a broad awareness of the state of information security across the enterprise and industry.
* Influence change to information security policy, standards and procedures for systems, applications or tools.
* Lead large, companywide projects and initiatives.
* Represent the organization to regulators, industry groups and governmental agencies.
* Interface with Information Security Industry Leaders, Financial industry Leaders, Analysts and Regulators.
* Advise more experienced leadership or executive management on issues with high, critical impact on the company.
* Manage allocation of people and financial resources for Information Security Architecture.
* Develop and guide a culture of talent development to meet business objectives and strategy.
Required Qualifications:
* 10+ years of strategic technology leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 10+ years of experience building, leading, managing, and mentoring high-performance engineering or operations teams.
* 5+ years of experience in a leadership/management role specific to engineering teams working with encryption/key management (e.g. Hardware Security Modules), Public Key Infrastructure (PKI) or related information protection technologies
* 10 + year's Experience with engineering, support and application integration of various HSM vendor products like FutureX, Thales and Atalla HSMs
* 2+ year's experience with Programming / scripting knowledge for automating and integrating cryptographic libraries with HSMs
*
Desired Qualifications:
* Advanced expertise in cryptography and key lifecycle management
* Experience with Application encryption and tokenization product like Opentext Voltage is a plus
* Ability to influence across all organizational levels, particularly senior/executive management
* Knowledge and understanding of leveraging and administering digital certificates, and keys for authentication and encryption.
* Deep knowledge of information security frameworks, standards, and best practices, including NIST and ISO guidelines for encryption and automated resilience.
* Familiarity with compliance standards such as FIPS 140-2, PCI DSS and Common Criteria
* Proficiency with monitoring and data analysis tools like Splunk and Elasticsearch for encryption-related security event detection and performance tracking.
* Knowledge of synthetic transaction monitoring tools to ensure the reliability and availability of critical systems.
* Experience in designing and implementing self-healing systems, including automated recovery and fault-tolerant solutions.
* Strong vendor management skills, including evaluating, onboarding, and collaborating with vendors for encryption tools and automated recovery solutions.
* Exceptional ability to communicate complex technical concepts to a wide range of audiences, including executives.
* Knowledge of cloud-based HSM solutions and hybrid deployments (on-premises and cloud)
* Familiarity with risk assessment, incident response planning, and audit processes for HSM governance
* 3+ years experience with Agile practices and frameworks such as SCRUM and KANBAN as well as Confluence and JIRA toolsets.
Job Expectations:
* Ability to travel up to 10% of the time.
* Hybrid work schedule requires onsite presence (3 days / week).
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$144,400.00 - $300,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
2 Apr 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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.
Home Lending Finance & Business Management - Senior Associate
Jpmorganchase Job In Columbus, OH
JPMorgan Chase is seeking a Senior Associate to join our Home Lending Finance & Business Management team within the Consumer and Community Bank.
As a Finance and Business Management Senior Associate in Home Lending Finance, you will be responsible for identifying, escalating, and mitigating business risks, managing financial planning activities, providing business rationale for financial performance and forecasting, and influencing business strategy. You will also manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting. In this role, you will have the opportunity to influence and shape business strategy by acting as a counterweight to Home Lending Operations Executives.
Job responsibilities:
Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting
Analyze financial performance, including expenses and headcount; identify productivity initiatives and drive implementation
Create financial business cases supporting business initiatives and align with business on implementation strategies
Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
Develop and track business operations headcount capacity plans
Create presentations with effective storytelling, and generally providing financial analysis on a variety of topics to senior management
Perform variance analysis to understand the key drivers of financial results and present to senior leaders
Required Qualifications, Skills, and Capabilities:
Bachelor's degree in Accounting, Finance or a subject of a technical nature
4+ years of Financial Services, and/or accounting/controller experience
Advanced skills in Excel and PowerPoint
Proficiency with data mining/gathering and manipulation of data sets
Ability to create ad hoc reporting for senior management
Proven track record for executing on special projects / assignments, often with little lead time or information
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Preferred Qualifications, Skills, and Capabilities:
Able to thrive and think clearly under pressure and tight deadlines
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
Highly motivated self-starter with excellent time management/prioritization skills
Inquisitive, enthusiastic and diligent, and capable of challenging peers
Strong verbal and written communication skills, with the ability to articulate complex issues clearly
Microsoft Cloud Infrastructure Engineer III
Jpmorganchase Job In Columbus, OH
You belong to the top echelon of talent in your field. At one of the world's most iconic financial institutions, where infrastructure is of paramount importance, you can play a pivotal role.
As an Infrastructure Engineer III at JPMorgan Chase within the Enterprise Technology Employee Platforms, you utilize strong knowledge of software, applications, and technical processes within the infrastructure engineering discipline. Apply your technical knowledge and problem-solving methodologies across multiple applications of moderate scope.
Job responsibilities
Applies technical knowledge and problem-solving methodologies to projects of moderate scope, with a focus on improving the data and systems running at scale, and ensures end to end monitoring of applications
Executes conventional approaches to build or break down technical problems
Partners with application and infrastructure teams to identify potential capacity risks and govern remediation statuses
Considers upstream/downstream data and systems or technical implications
Adds to team culture of diversity, equity, inclusion, and respect
Design, engineer and deploy services in Azure, using automation tools, IaC (Infrastructure as Code), Terraform, ARM, PowerShell, and the Azure Cli
Create automation workflows for compute, networking, storage and other infrastructure deployments
Collaborate with senior technology and business stakeholders to understand requirements and engineer solutions around them
Partner with external vendors, and internal teams to overcome technical challenges and deliver solutions
Execute creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
Required qualifications, capabilities, and skills
Formal training or certification on software engineering concepts and 3+ years applied experience
Strong knowledge of one or more infrastructure disciplines such as hardware, networking terminology, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, and performance assessments
Strong knowledge of one or more scripting languages (e.g., Scripting, Python, etc.)
Experience with multiple cloud technologies with the ability to operate in and migrate across public and private clouds
Strong knowledge of public cloud and on-premise Windows virtual desktop environments
Expertise in Windows authentication protocols, Azure RBAC, network topologies, security principles, firewalls and technical problem solving
Passionate and energetic technology leader and problem solver
Thrives on innovative and solid engineering practices
In-depth knowledge of the financial services industry and their IT systems
Preferred qualifications, capabilities, and skills
Ability to uncover business challenges and develop solutions to solve those challenges
Expert knowledge of the Windows 11 operating system
Knowledge of Amazon (AWS), Microsoft Azure and Google Cloud technologies
Ability to communicate effectively with business leaders, application developers and systems technology experts
Ability to coordinate efforts across disparate groups
Ability to work well at a conceptual level in driving concepts out into workable solutions
Ability to define target state architectures and developing applicable transition plans
2026 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank
Jpmorgan Chase & Co Job In Columbus, OH
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.)
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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 Technology Accounting - Financial Controller - Senior Associate
Jpmorgan Chase & Co Job In Columbus, OH
JobID: 210595885 JobSchedule: Full time JobShift: Day : The Financial Control function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records, with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. Some of the most common functions and activities that are owned by Financial Controllers are balance sheet reconciliation / certification, balance sheet substantiation and GLRS reporting & governance, inter-entity control & governance, manual accounting / bookings to the GL, and operating systems and the month end close process and coordination.
As a Financial Controller - Senior Associate within Corporate Controllers, you will be responsible for the balance sheet reconciliation and substantiation, as well as reporting controls, and the month end close process and coordination.
Job responsibilities:
* Ensure the accuracy and validity of line of business general ledger accounts, including adherence to the firmwide General Ledger Reconciliation & Substantiation (GLRS) standards
* Ensure adherence to P&L and Balance Sheet controls owned by Financial Control, including identifying and implementing opportunities for efficiency
* Analyze, communicate, and resolve material variances between the general ledger and upstream systems, as defined by line of business
Required qualifications, capabilities, and skills:
* Bachelor's degree in accounting
* 4 years of general ledger experience including financial reporting and month end close responsibilities
* Comfortable liaising with business and risk managers
* Able to build and maintain partnerships within the various product aligned businesses and across other corporate financial, treasury, and accounting groups
* Able to understand business drivers and requirements and influence middle and front office partners to deliver solutions to business issues and problems
* Strong analytical skills; able to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies
* Excellent desktop/spreadsheet/database skills
* Excellent organizational and problem-solving skills
* Excellent verbal and written communication skills
* Able to multi-task in a constantly changing environment
* Able to critically challenge with the goal of identifying control issues
Part Time Associate Banker (30 Hours) Calcutta Branch, East Liverpool, OH
Jpmorgan Chase Job In Columbus, OH
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
**Job responsibilities**
+ Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
+ Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
+ Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
+ Assists clients and the branch team by helping with new account openings when needed
+ Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
**Required qualifications, capabilities, and skills**
+ 6+ months of customer service experience
+ High school diploma or GED equivalent
**Preferred qualifications, capabilities, and skills**
+ Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
+ Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
+ Strong desire and ability to influence, educate, and connect customers to technology
+ Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans