Customer Service - Bank
USAA Job In Tampa, FL
**Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
**The Opportunity**
**It is all about learning and growing.** Our Bank Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our **in-office development program** provides the training you need and the encouragement to create a proactive and independent support style to service our membership.
We are currently seeking dedicated professionals to **work in our Tampa offices** for future bank customer service and sales opportunities in 2025. Our offices are located at: **17200 Commerce Park Blvd, Tampa** **_AND_** **9257 Delaney Creek Blvd, Brandon** . Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance **is not** available for this position.
As a Bank Customer Service Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example; deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services.
**What you'll do:**
+ Handle inbound member calls in a fast-paced contact center environment
+ Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products
+ Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
+ Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition
+ Advise and educate members on available USAA digital tools and resources to improve the user experience
+ Provide outstanding member service by demonstrating empathy, active listening, and professionalism
+ Apply strong time and call management skills in assisting members with banking needs
+ Embrace continuous improvement and development through coaching and collaboration with manager and team members
**What you have:**
+ High School Diploma OR GED
+ Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products
+ Ability to prioritize and multi-task while navigating through multiple business applications
+ Strong interpersonal and communication skills
+ Successful completion of a job-related assessment is required
**What sets you apart:**
+ US military experience through military service or a military spouse/domestic partner
+ 1 year of customer contact experience in a needs-based sales environment
+ Prior experience in a fast-paced contact center environment
+ 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone
**Compensation range:** The hiring range for this position is: $43,680 - $44,680.
**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._
_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._
**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**
**Please do not type your first and last name in all caps.**
**_Find your purpose. Join our mission._**
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
Model Validator I (Mid-level) - Quality Assurance
USAA Job In Tampa, FL
**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**
We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is **not** available for this position.
Implements model risk validation oversight for the life-cycle management of models which includes conducing model validation activities. Drives the model validation oversight process aligned with the written risk and compliance policies and procedures which require independence from model stewards (e.g., model owners, developers, implementers, users, and other collaborators) throughout the lifecycle of the model's use and maintenance.
**What you'll do:**
+ Implements independent model validation contactivities for lower risk, in-house and vendor, models. Conducts validation activities for low-risk, in-house models, and assists, under supervision and in collaboration with peers, on higher risk, complex and vendor models.
+ Conducts back-testing, diagnostic testing, sensitivity analysis, benchmarking, and other validation tests/analyses on lower risk models; collaborates with senior-level validators for higher risk models.
+ Implements and assists in replicating model development and may help develop challenger models through principles of predictive modeling, machine learning, time-series modeling/forecasting, stress testing, heuristic models, actuarial models, and/or other techniques.
+ Reviews at a working experience level the end-to-end life-cycle management of model development, implementation, ongoing monitoring, and use in areas of Banking and Insurance (Property & Casualty and Life) along with their corresponding business support functions and operational processes.
+ Assesses the materiality of model changes and conducts model change validations.
+ Produces and delivers validation reports and related validation work to model validation management and model collaborators.
+ Drives the independent model validation process aligned with the written risk and compliance policies and procedures at a working experience level. Evaluates model risk control strengths around model development, implementation, and use
**What you have:**
+ Bachelor's degree in a quantitative field, such as Economics, Mathematics, Statistics, Actuarial Science, Data Science, Engineering, Computer Science, or a Related Field with Core Quantitative Curriculum. Four additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
+ 4 years of related work experience in model validation, model development, statistical analysis, and/or advanced quantitative research.
**Or**
+ Advanced degree (e.g., Master's, PhD) in a quantitative field, such as Economics, Mathematics, Statistics, Actuarial Science, Data Science, Engineering, Computer Science, or Related Field with Core Quantitative Curriculum and 2 years of related work experience in model validation, model development, statistical analysis, and/or advanced quantitative research.
+ Experience communicating verbally and in-writing quantitative/technical concepts and conclusions to non-technical audiences and senior leadership.
+ Proficient programming skills in R, Python, SAS, Java, C, SQL, and/or other comparable programming languages for the iterative methodological tenants of model and algorithm development including setting model specifications, assumption testing, data quality assessments, variable selection, back-testing, benchmarking, and other robust model testing.
+ Working Experience with statistical, econometric, data science, or predictive modeling approaches including: Linear Regression; Time-Series/Forecasting; Logistic Regression; Machine Learning. Business context knowledge in operational and support functions of Banking and/or Insurance as well as associated modeling and analytics knowledge.
**What sets you apart:**
+ Understanding of model validation audit, quality assurance process
+ Ph. D in a quantitative subject area (e.g., Physics, Mathematics, Statistics, Engineering, Computer Science).
+ Experience evaluating and challenging complex models and explaining issues in an intuitive way.
+ 3 plus years' experience developing statistical and machine learning models at a marketing, insurance, bank, or investment company.
+ 3 plus years' experience developing statistical platforms such as SAS, Python or R.
+ US military experience through military service or a military spouse/domestic partner [optional]
**Salary:** The salary range for this position is: $93,770 - $179,240 **.**
**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._
_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._
**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**
**Please do not type your first and last name in all caps.**
**_Find your purpose. Join our mission._**
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
Area Vice President
Tampa, FL Job
Job Title: Area Vice President - Allstate Benefits Group Health
The Area Vice President (AVP) for Allstate Benefits Group Health in Tampa will be responsible for driving new business sales within the Florida market. The AVP will lead a team of 6 Sales Representatives and 3 Sales Assistants. Additionally, the AVP will manage day-to-day operations, oversee team performance, and develop relationships with external broker partners to secure new business and expand Allstate Benefits' market share. This position offers uncapped income potential, and additional incentives for high performance.
Key Responsibilities:
New Business Sales Leadership:
Own and drive the sales strategy to achieve new business growth in the Florida region, focusing on level-funding and fully-insured opportunities in the
Sales Team Management & Development:
Manage, mentor, and train a team of sales representatives and sales assistants to achieve sales goals and ensure ongoing professional growth.
Provide coaching and feedback on sales techniques, product knowledge, and client relationship management.
Conduct regular performance evaluations, goal-setting meetings, and create development plans for team members to help them achieve their full potential.
Foster a positive, high-performance culture where individuals and teams can thrive.
Broker Partner Collaboration:
Develop and maintain strong, productive relationships with external brokers, providing them with the tools, training, and support to drive sales.
Collaborate with brokers to create customized health benefits solutions that meet client needs and align with Allstate Benefits' offerings.
Ensure that brokers understand product offerings and the value proposition of Allstate Benefits, enabling them to effectively sell to clients.
Sales Performance & Reporting:
Set and monitor sales targets, ensuring that all team members meet or exceed new business sales goals.
Regularly track and report on KPIs, including new business sales, sales rep retention, and overall team performance.
Analyze sales trends, market opportunities, and team metrics to adjust strategies and ensure continued success.
Key Performance Indicators (KPIs):
New business sales generation and pipeline growth.
Sales rep retention and performance.
Achievement of regional market share growth.
Broker partner engagement and sales support.
Successful execution of sales goals and incentives.
Skills & Experience:
Experience:
5+ years of experience in group health sales, specifically in level-funding and fully insured solutions.
Proven track record of achieving and exceeding new business sales goals.
Experience leading or managing sales teams, with demonstrated success in training, motivating, and retaining high-performing sales reps.
Strong understanding of broker relationships and how to leverage these partnerships for business development.
Leadership & Sales Skills:
Strong leadership ability, with a focus on coaching, developing, and retaining a team of sales professionals.
Ability to develop and execute sales strategies that drive both personal and team success.
Excellent communication, relationship-building, and negotiation skills, particularly with external brokers and key decision-makers.
Industry Knowledge:
Expertise in self-funding/level funding group health benefits, pricing structures, risk management, and relevant regulatory requirements.
Experience with broker partnerships and the ability to manage relationships effectively to maximize sales opportunities.
Technology Proficiency:
Experience with CRM tools (e.g., Salesforce) to manage leads, track sales progress, and generate reports.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and other relevant business tools.
Education & Certifications:
Bachelor's degree in Business, Sales, Marketing, or a related field (required).
Industry-specific certifications (e.g., Health Insurance, Employee Benefits, Life Insurance) a plus.
Why Allstate Benefits?
Allstate Benefits has a proven track record of growth, with nearly $450M in new business sales for 2024. This is an exciting opportunity to lead a team, grow your market, and be rewarded for your success. With uncapped income potential and annual incentive trips to destinations like Cabo, Hawaii, San Diego, the Bahamas, Phoenix, and Aspen, Allstate Benefits offers you the tools, resources, and most importantly - rewards - to make a significant impact on your life and career.
Compensation:
OTE (On-Target Earnings): $250,000+ with uncapped commission potential.
Incentives: Annual Sales Incentive Trips to top destinations.
Competitive benefits package and opportunities for career growth.
Additional Notes:
Location: In-office position based in Tampa, Florida.
Travel Requirements: 15-25% travel within Florida for client meetings, broker collaboration, and industry events.
Risk and Compliance Advisor II-(Intermediate) Third Party
United Services Automobile Association (USAA Job In Tampa, FL
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
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Phoenix, AZ, San Antonio, TX, Plano, TX, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.
Provides second-line independent oversight, effective challenge, and guidance regarding business products, services, and processes through a risk and compliance framework to ensure they are driven in accordance with regulatory requirements and USAA's policies and procedures. Responsible for providing compliance and risk management support for a line of business or staff agency in key risk identification, measurement, monitoring, control and reporting, and the understanding and management of risk through appropriate practices and processes to ensure that exposures are kept at acceptable levels.
What you'll do:
* Partners with key collaborators in the business to identify, assess, aggregate and document operational and compliance risks and controls, including operational and compliance risks associated with new or modified products, services, distribution channels, laws, regulations, and third-party operations using maturing knowledge.
* Applies maturing knowledge of the business, its products, and processes, to identify, work, and escalate operational risk and compliance issues.
* Supports and contributes to the implementation of new risk and compliance policies, practices, and solutions to ensure comprehensive understanding and management of operational and compliance risks according to industry standard methodology.
* Gathers information, analyzes data trends, and produces analytical material for discussions with cross functional teams to understand business objectives and influence solution strategies.
* Assists in the formulation of stress test plans for a line of business or the enterprise including the evaluation of results and framing of contingency plans in partnership with key business collaborators.
* Supports processes that focus on enhancing strategies, tools, and methodologies to measure, monitor, and report on operational and compliance risks.
* Contributes in cross-functional teams to identify, assess, aggregate, and mitigate current and emerging risk.
* Supports and executes processes to measure, monitor, and report on operational and compliance risks.
What you have:
* Bachelor's degree or 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
* 2 years proven experience in the financial services or insurance industry or specialized technical fields directly related to the role.
* Knowledge of risk and/or compliance management principles, tools, and applicable systems
* Awareness and ability to apply risk and compliance laws, regulations, and regulatory expectations.
* Ability to work with internal and external partners in a highly collaborative environment.
* Demonstrated critical thinking and knowledge of data analysis tools and techniques.
* Experience identifying potential concerns and recommending effective solutions.
* Working knowledge of Microsoft Office products including Excel and PowerPoint.
What sets you apart:
* Two or more years of validated experience implementing risk or compliance governance and frameworks
* Clear understanding Third Party Risk Lifecycle (Planning, Due Diligence, Contracting, Ongoing Monitoring and Termination)
* Experience conducting QA testing to include drafting and implementing test scripts
* Understanding of sampling processes
* US military experience through military service or a military spouse/domestic partner [optional]
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.
What we offer:
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. The salary range for this position is: $63,590 - $121,530.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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, please visit our benefits page on USAAjobs.com.
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.
Business Process Consultant Senior - Overdraft & Fee Income
USAA Job In Tampa, FL
**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**
We are currently seeking a talented Deposits Overdraft & Fee Income - Business Process Consultant Senior. This person will be responsible for leading and delivering the Overdraft strategy, facilitating risk management/mitigation activities across the Standard Overdraft & Overdraft Protection products. Successful candidates will have an analytic, risk-based mindset and leverage prior experience managing efficient and effective processes with deep knowledge of the regulatory environment and risk management practices.
As a dedicated Bank Business Process Consultant Senior, you will apply advanced knowledge of bank processes and products and acts as a trusted advisor by providing consultation services to internal clients in areas of strategic sourcing, alternatives and solutions, supplier management, affiliate agreement adherence, third party risk management, and bank operations. Collects and consolidates demand and identifies opportunities, within the Bank. Executes and oversees the development of business process related solutions for internal clients and members. Evaluates processes/ resources and develops effective solutions/ improvements/ enhancements to drive the efficient operation of the Bank.
We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is **not** available for this position.
**What you'll do:**
+ Engages with key stakeholders to implement sustainable strategic solutions.
+ Develops business process enhancements for the Bank that aligns business deliverables, bank strategy and risk management framework.
+ Leads planning and execution efforts and coordinates activities for highly complex projects.
+ Applies a holistic understanding of risk and regulatory compliance to manage risks by using established methodologies and exercising control plans to ensure alignment with bank specific goals and process requirements.
+ Provides consultation to influence and ensure process is designed to address risk across all activities.
+ Reviews and develops communication and change management plans for customers and internal stakeholders to drive awareness on current processes and/or changes.
+ Ensures alignment between internal stakeholders and customers across all business process projects and services using proactive communication and engagement strategies.
+ Utilizes data and analytics to deliver insight into customer and business process performance, identifying opportunities to influence customer and business process activities and inform key stakeholders.
+ Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
**What you have:**
+ Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
+ 6 years of experience in business process consulting, process design and/or program/project management experience.
+ Advanced knowledge of bank products and processes.
+ Experience in implementing and sustaining change/improvements.
+ Experience in applying quality management, process improvement, and leveraging process improvement tools and methodologies.
+ Experience applying retail bank subject matter expertise to simplify the customer experience, standardize process execution, and automate where possible.
+ Expert experience/ knowledge of Risk Management frameworks and Banking Regulatory requirements.
+ Demonstrated experience with process improvement, workflow, benchmarking and/or evaluation of business processes.
**What sets you apart:**
+ Experience with Deposits, transaction processing and/or Overdraft, including knowledge of relevant Regs that apply to Overdraft, in a medium to large sized regional or national financial services institution.
+ Experience with Risk & Control Self-Assessment s(RCSA) in a medium to large sized regional or national financial services institution.
+ Experience with Control creation in a medium to large sized regional or national financial services institution.
+ Experience and understanding of Core Banking transaction processing and exceptions.
+ Understanding of risk management principles and processes including process risk assessment, controls, issue management, building or modifying governance and oversight processes, performance reporting, and linkage to key risk indicators and risk statements.
+ Demonstrated experience managing multiple stakeholders, accountability for deliverables, and high-quality execution of work.
**Compensation range:** The salary range for this position is: $103,450 - $197,730 **.**
**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._
_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._
**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**
**Please do not type your first and last name in all caps.**
**_Find your purpose. Join our mission._**
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
Private Client Banker - Tampa Downtown - Tampa, FL
Tampa, FL Job
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Director, Retirement Income - Life Company
United Services Automobile Association (USAA Job In Tampa, FL
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 Director, Retirement Income, you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products.
This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is not available for this position.
What you'll do:
* Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas.
* Provides research and analysis on strategic initiatives and makes recommendations.
* Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas.
* Implements changes to promote efficient and effective operations Retirement Income.
* Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income.
* Develops, processes and performance standards for Retirement Income.
* Removes obstacles and champion's change.
* Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives.
* Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.
* Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
* Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree)
* May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry.
* RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry.
* 8 or more years of related experience in financial services operations to include process improvement and business analysis.
* 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment.
* Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income
What sets you apart:
* US military experience through military service or a military spouse/domestic partner
* Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53)
* Current Life and Health (Group 1) license
* MBA or master's degree in a financial or business-related field
* CERTIFIED FINANCIAL PLANNER (CFP) designation
* 10 or more years of Retirement Planning and/or Annuity experience.
* 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel.
* 3 or more years of direct leadership experience over other managers (leader of leaders)
* RICP (Retirement Income Certified Professional) Designation
* Experience managing a team of investment advisors in a call center environment.
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.
Compensation range: The salary range for this position is:$114,080 - $218,030
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.
Director, Underwriting Research- Operations
United Services Automobile Association (USAA Job In Tampa, FL
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 Director, Underwriting Research - Operations, you will be responsible for Managing a team of managers and insurance professionals in planning, developing, and executing of frontline underwriting work which supports both corporate and P&C operational performance objectives. Ensures the evolution of the front-line underwriter role.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position must work hybrid to any of our regional office locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Tampa Campus, FL, Plano Legacy, TX, Chesapeake, VA, or Charlotte, NC. Relocation assistance is not available for this position.
What you'll do:
* Manages an organization of frontline underwriters.
* Directs the identification, analysis, development, and implementation of complex initiatives that maintain the relevance and integrity of our underwriting policies, processes and programs while balancing operational efficiency, competitiveness, and regulatory compliance. Implementation may include overseeing business configuration efforts, including testing and deployment.
* Directs the development, maintenance and optimization of existing processes and systems to comply with legal and company requirements while delivering maximum ROI.
* Ensures adherence to established policies and effective program support.
* Manages identification and implementation of opportunities to improve processes and systems to increase member conductivity, employee experience, risk mitigation, and operational efficiency.
* Directs the oversight of P&C Underwriting supplier programs leveraging available products to improve risk management and operational efficiency.
* Collaborates cross-functionally to identify/implement P&C Underwriting requirements for new products, services, and data.
* Stays abreast of emerging technology and external factors that may present opportunities for P&C Underwriting. Includes evaluating industry solutions for application to products, programs and processes. Develops business cases and business requirements for identified solutions.
* Directs and oversees multiple initiatives in support of Underwriting and/or regulatory compliance related initiatives including but not limited to: oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, CoSA Third Party Governance, or quality governance.
* Leads planning for highly complex processes including problem definition, evaluation of requirements, design, testing, and implementation of business processes. Understands the process operating objectives, business rules, performance requirements, risks, and controls and interactions between dependent processes to minimize failures, eliminate redundancies, and control process performance necessary to achieve efficient, effective design and execution of the process.
* Applies and maintains expert knowledge of the business and manages ongoing alignment and development of business deliverable processes and capabilities with business needs to materially change and improve business performance.
* Guides and influences process re-engineering and technology implementation to enable process redesign and innovation. Leads the overall management of process performance by developing control limits, monitoring key performance indicators, and informing stakeholders of any deficiencies, improvements, operational risks issues, etc. and drives collaborative efforts to ensure process delivers against requirements.
* Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
* Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you'll have:
* Bachelor's Degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
* 8 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures.
* 3 years of direct team lead or management experience.
* Advanced knowledge of relevant industry practices, trends, and regulatory requirements.
* Experience reviewing policies and procedures documents and identifying and articulating the risks and opportunities.
* Proven skills in developing strong relationships with peers and business stakeholders and collaborating across the organization.
* Advanced experience in developing and presenting analysis and findings to senior levels of management and key stakeholders to gather support for business initiatives and influence strategy.
* Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access.
What sets you apart:
* Expertise in management systems.
* Expertise in production environments.
* Ability to navigate and influence at all levels of the organization.
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.
What we offer:
Compensation: The salary range for this position is: $127,310-$243,340.
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.
Production Application Support - Technology Support III
Tampa, FL Job
Propel operational success with your expertise in technology support and a commitment to continuous improvement. As a Technology Support III team member in CIB Payments, you will ensure the operational stability, availability, and performance of our production application flows. Encourage a culture of continuous improvement as you troubleshoot, maintain, identify, escalate, and resolve production service interruptions for all internally and externally developed systems, leading to a seamless user experience.
**Job responsibilities**
+ Ability to work on a rotating 1st shift that can include weekend days
+ Analyze and troubleshoot production application flows to ensure end-to-end application or infrastructure service delivery supporting the business operations of the firm
+ Improve operational stability and availability through participation in problem management
+ Monitor production environments for anomalies and address issues utilizing standard observability tools
+ Assist in the escalation and communication of issues and solutions to the business and technology stakeholders
+ Identify trends and assist in the management of incidents, problems, and changes in support of full stack technology systems, applications, or infrastructure
**Required qualifications, capabilities, and skills**
+ 3+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
+ Experience working with SQL
+ Experience working with Unix
+ Knowledge of applications or infrastructure in a large-scale technology environment on premises or public cloud
+ Exposure to observability and monitoring tools and techniques
+ Familiarity with processes in scope of the Information Technology Infrastructure Library (ITIL) framework
**Preferred qualifications, capabilities, and skills**
+ Experience with Splunk, Grafana, Kafka, and/or Service Now would be ideal
+ Experience with Java/Python programming languages
+ Experience with Shell Scripting
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
Intermediate Fraud Prevention and Detection Specialist - Credit Card
United Services Automobile Association (USAA Job In Tampa, FL
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 Intermediate Fraud Prevention and Detection Specialist, you will, within defined guidelines and framework, apply basic analytical skills on high risk financial and non-financial transactions to detect and prevent fraudulent activities for Credit Card transactions and Originations. You will also review and respond to suspected fraudulent service requests, queues, and transaction records to identify potentially fraudulent transactions or accounts and identify problems and issues by performing relevant research using the appropriate tools and by following established procedures.
We offer a flexible work environment that requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, or Tampa, FL.
Relocation assistance is not available for this position.
Schedule:
* 7:00am-7:00pm
* Monday- Sunday (you will have 2 consecutive days off including one weekend day)
* 2 mandatory holidays per year
What you'll do:
* Leverages a variety of fraud management tools and systems and applies proficient knowledge to identify and investigate suspicious financial and non-financial activity on a wide range of products and services.
* Effectively initiates contact with members to review suspicious activity; and if necessary, take appropriate actions to mitigate the risk and protect the member's assets.
* Possesses multi product, system, and/or process knowledge and effectively uses it to prevent, detect and mitigate fraudulent activity across multiple products and services.
* Effectively utilizes appropriate tools and procedures to report confirmed fraud and associated trends.
* Applies foundational knowledge of the business, its products, and processes and provides improvement opportunities and recommended solutions to improve the effectiveness or efficiency of fraud prevention and detection.
* 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.
* 1 year of fraud prevention/detection experience in a financial services environment.
* Experience working with Fraud Case Management Tools/Systems.
* Working knowledge of bank operations, fraudulent review, and regulations that relate to funds availability, check kiting and check fraud.
* General knowledge of REG CC, REG E, or REG Z Certificates and Designations Association of Certified Fraud Examiners (ACFE) preferred fraudulent activities for a wide range of enterprise financial products and services.
* Strong attention to detail and high concern for data privacy and accuracy.
* Customer service orientation with developed analytical and problem-solving skills.
* Developing knowledge of Microsoft Office products.
* Knowledge of federal laws, rules, and regulations to include: Reg CC, Reg E
What sets you apart:
* 2 years experience Credit Card fraud investigations and identifying fraud type
* 2 years experience with Reg CC and Reg E
* 2 years customer service experience in a Financial Institution
* Experience with Safire
* Experience with the following types of fraud; ID Theft, First Party Fraud and Account Takeover, Credit Card Fraud
* US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $43,680.00 - $53,450.00
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.
2026 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank
Tampa, FL Job
JobID: 210586255 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; Rochester,NY $100,000.00-$100,000.00; Greenwich,CT $100,000.00-$100,000.00; Long Island City,NY $100,000.00-$100,000.00; Manhattan Beach,CA $100,000.00-$100,000.00; Westlake Village,CA $100,000.00-$100,000.00; San Diego,CA $100,000.00-$100,000.00; Washington,DC $100,000.00-$100,000.00; Las Vegas,NV $100,000.00-$100,000.00; Summit,NJ $100,000.00-$100,000.00; Seattle,WA $100,000.00-$100,000.00; Walnut Creek,CA $100,000.00-$100,000.00; Chicago,IL $100,000.00-$100,000.00; Baltimore,MD $100,000.00-$100,000.00; Pasadena,CA $100,000.00-$100,000.00; Denver,CO $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; Palo Alto,CA $100,000.00-$100,000.00; Irvine,CA $100,000.00-$100,000.00; Minneapolis,MN $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00
2026 Global Private Bank Advisor Program (SUMMER Analyst) - USPB
Short Description
Advisor Training Program in Global Private Bank working with advisors to support client. Target applicant: Expected graduation 2027
Posting Description
If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.
Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
Job responsibilities
* Work with a team of advisors and specialists to bring in new clients and serve existing clients
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Required qualifications, capabilities, and skills
* Pursuing a Bachelor's or Master's degree
* Graduation date of December 2026 through June 2027
* Attend college/university in the U.S.
* Highly driven person who enjoys working in teams to develop complex solutions
* Exceptional interpersonal, communication, analytical and problem-solving skills
* Excellent organizational skills and ability to multitask
* Genuine interest in financial markets and macro-level economic trends
* Desire to ultimately work with external clients in a relationship building and sales capacity
* Ability to thrive in a fast-paced, collaborative environment
* Highly inquisitive, focused and pro-active
* Good judgment and discretion when working with confidential information
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Our Locations
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, MI
Boston, MA
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Columbus, OH
Dallas, TX
Denver, CO
East Bay, CA
Fort Lauderdale, FL
Fort Worth, TX
Grand Rapids, MI
Greenwich, CT
Houston, TX
Indianapolis, IN
Irvine, CA
Jacksonville, FL
Las Vegas, NV
Long Island, NY
Los Angeles, CA
Miami, FL
Milwaukee, WI
Minneapolis, MN
Naples, FL
Nashville, TN
New Orleans, LA
New York, NY
Oklahoma City, OK
Orlando, FL
Palm Beach, FL
Palo Alto, CA
Pasadena, CA
Philadelphia, PA
Pittsburgh, PA
Rochester, NY
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
Scottsdale, AZ
Seattle, WA
South Bay, CA
St. Louis, MO
Summit, NJ
Tampa, FL
Tulsa, OK
Washington D.C.
Westlake Village, CA
JPMorgan Chase is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles. The JPMorgan Chase U.S. Benefits Program is generally available in whole or in part to most employees in the U.S. who meet the eligibility criteria.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
Director, Retirement Income - Life Company
USAA Job In Tampa, FL
**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 **Director, Retirement Income** , you will be primarily leading the Retirement Income teams who support USAA members with annuities and other retirement income products.
This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts. Maintains compliance with policies, procedures, and regulatory requirements.
We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position will be based in San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO or Plano, TX. Relocation assistance is **not** available for this position.
**What you'll do:**
+ Manages and develops a team of Retirement managers, Sales/Solutions Consultants and/or Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Retirement Income areas.
+ Provides research and analysis on strategic initiatives and makes recommendations.
+ Analyzes existing workflow and processes by organizing and integrating resources and systems for Retirement Income areas.
+ Implements changes to promote efficient and effective operations Retirement Income.
+ Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process and productivity improvements with Retirement Income.
+ Develops, processes and performance standards for Retirement Income.
+ Removes obstacles and champion's change.
+ Ensures appropriate coordination and implementation of Life Company specific programs, projects, and initiatives.
+ Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.
+ Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
**What you have:**
+ Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree)
+ May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry.
+ RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry.
+ 8 or more years of related experience in financial services operations to include process improvement and business analysis.
+ 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment.
+ Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income
**What sets you apart:**
+ US military experience through military service or a military spouse/domestic partner
+ Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53)
+ Current Life and Health (Group 1) license
+ MBA or master's degree in a financial or business-related field
+ CERTIFIED FINANCIAL PLANNER (CFP )designation
+ 10 or more years of Retirement Planning and/or Annuity experience.
+ 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel.
+ 3 or more years of direct leadership experience over other managers (leader of leaders)
+ RICP (Retirement Income Certified Professional) Designation
+ Experience managing a team of investment advisors in a call center environment.
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.
**Compensation range:** The salary range for this position is: **$114,080 - $218,030**
**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._
_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._
**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**
**Please do not type your first and last name in all caps.**
**_Find your purpose. Join our mission._**
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
Actuary Lead - P&C Pricing and Reserving
United Services Automobile Association (USAA Job In Tampa, FL
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 Lead Actuary on the Small Business Insurance team at USAA, you will play a pivotal role in strengthening actuarial and analytical capabilities. You will provide essential pricing support by developing new rating structures, conducting rate indications, and collaborating closely with underwriting and product teams to deliver key insights that drive business growth. This is an exciting opportunity to make a significant impact on a new business and contribute diverse actuarial expertise across key initiatives
This dedicated credentialed Lead Actuary will leverage expert, broad actuarial knowledge in at least one actuarial practice area (pricing, reserving, modeling, catastrophe risk, claims analytics, product management, etc.) to identify, define, and design solutions for complex, thought-provoking problems that drive business results at the LOB level.
This position can work remotely in the continental U.S. with occasional business travel.
What you'll do:
* Apply deep and broad actuarial knowledge to identify, define, and design solutions to complex problems with ambiguous requirements (e.g., end-to-end design of rate level indications process for a new product; independently shapes and transforms all aspects of machine learning and AI for a product: (data selection, model selection, stakeholder communications, performance monitoring, etc.); independently runs catastrophe models for advanced ad-hoc analyses; provides guidance and training to peers for running and validating the catastrophe models; enhances current methodologies to tailor catastrophe model results to better represent USAA's risk; designs and performs broad and complex actuarial analyses that produces actionable insights for company-level decision-making designs reserving methodology and technical platform for new product.
* Utilize advanced actuarial, mathematical, or statistical techniques to augment actuarial work product, methodologies, and procedures.
* Lead special actuarial projects, such as the development of new pricing methodologies or reporting tools to impact LOB-level initiatives.
* Provide thought and/or technical expertise on complex topics and influences key stakeholders on business decisions.
* Lead cross-functional actuarial initiatives.
* Strategically partner with IT to influence the design, alignment, and implementation of technical business standards.
* Manage USAA vendor relationship(s).
* Assist the business unit with translating strategic objectives into tactical solutions.
* Maintain current knowledge of market trends and emerging risks and proactively develops strategies, policies, and processes to address them.
* Develop written communication and presentations that effectively to convey data-driven solutions to broad audiences including cross-functional executive leadership.
* Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
* Bachelor's degree; OR 4 years of related Actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
* 8 years of Actuarial or analytical business experience + Associate of the Casualty Actuarial Society (ACAS) Credential held for 3 years; OR 6 years of Actuarial or analytical business experience + Fellow of the Casualty Actuarial Society (FCAS) Credential.
* Demonstrated expertise with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.
* Advanced knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems.
* Demonstrated experience communicating complex solutions and analysis to cross-functional audiences, including executive leadership.
What sets you apart:
* US military experience through military service or a military spouse/domestic partner
* Experience developing pricing strategy for new products lines
* Strong technical actuarial skills and ability to drive creative analytical solutions
* Experience working with small commercial insurance products
Compensation range: The salary range for this position is: $164,780- $296,610.
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.
Benefits Advisor Senior - Employee Wellness and Behavioral Health Programs
United Services Automobile Association (USAA Job In Tampa, FL
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 Benefits Advisor Senior, you are responsible for the design, implementation, evaluation and ongoing administration of benefit plans, programs, and services to support employee benefits, focused on mental health and well-being programs. You will collaborate with internal stakeholders and external vendors to build innovative strategies that support employees' psychological well-being and drive engagement. This role requires a deep understanding of employee benefits, mental health resources, and industry best practices to shape a proactive and supportive benefits strategy. Ensures alignment with the total rewards philosophy and HR strategy. Will be responsible for project planning and effective delivery of wellness programs, using tools like Power Point to communicate sophisticated ideas clearly and persuasively.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is available for this position.
What you'll do:
* Applies advanced knowledge to provide mentorship in the design, development, implementation, administration, and assessment of benefit plans, programs, and services.
* Monitors the daily management of programs, regulatory compliance, contract compliance and contracted suppliers.
* Proactively identifies and analyzes key issues organizational trends, market data, and industry practices to identify root causes and address benefit issues and determine efficient solutions.
* Provides insight and guidance to senior leadership on sophisticated issues.
* Manages multiple suppliers and contracts for multifaceted programs with Enterprise wide risks.
* Examines objectives for employee benefit programs to ensure program success, alignment with the Total Rewards philosophy and compliance with internal goals and external federal requirements.
* Monitors and evaluates the effectiveness of benefit programs against stated objectives by using metrics and best practices and provide appropriate service levels to employees and plan participants.
* Evaluates changes to benefits programs and initiatives and makes recommendations for changes.
* Monitors the legal and regulatory environment that may impact current and/or future employee benefit offerings.
* Recommends changes and enhancements to programs to ensure compliance with federal regulations.
* Serves as a mentor to peers and team members and acts as a resource for advanced issues of an unusual nature.
* Develops a communication strategy around benefit plans, programs, and services to include open enrollment changes, pricing, plan details, and the various communication resources.
* Evaluates the annual benefits budget in partnership with Finance and vendors.
* Examines measures to ensure costs are minimized and efficiencies are realized.
* Analyzes financial impacts and recommends adjustments to programs to minimize financial exposure.
* Leads benefits projects and initiatives with an enterprise wide impact.
* Represents Benefits in cross-functional teams.
* Coordinates with key stakeholders for the development and implementation of systems and processes which support benefit projects and initiatives.
* Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
* Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
* 6 years of experience in employee and retiree benefit plans, programs and services, to include health & welfare (self & fully insured programs), retirement benefits, plan design, experience in benefits financial analysis, metric development, benefits supplier management, regulatory compliance and day-to-day administration and operations.
* Working knowledge of data analysis tools and techniques.
* Understanding of outsourced benefits administration and how to provide oversight of outsourced functions and programs.
* Experience with documenting processes and identifying required controls; to include recommending and implementing solutions and responding effectively to sensitive inquires and complaints.
* Advanced knowledge of defined benefit and defined contribution plans, deferred compensation and Health and Welfare plans.
* Proficient knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint.
* Knowledge of federal laws, rules, and regulations to include: ERISA, COBRA, HIPAA, ACA, FMLA.
What sets you apart:
* Subject matter expertise in population health and employee wellness with an emphasis on mental health.
* Experience successfully integrating wellness/benefit initiatives across multiple programs with a focus on data-driven strategies that improve employee well-being.
* Experience developing and implementing innovating wellness solutions in a large company setting.
* Experience creating internal and external strategic Wellness relationships by engaging community partners.
* Experience creating and delivering impactful presentations across all levels of the organization using Microsoft PowerPoint.
Compensation range: The salary range for this position is: $93,770.00 - $179,240.00.
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.
Compliance and Operational Risk Testing Analyst Senior-CFO Function
United Services Automobile Association (USAA Job In Tampa, FL
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
We are seeking a dedicated Enterprise Compliance and Operational Risk Testing Analyst Senior-CFO to work a hybrid schedule from one of our regional offices. In this role you will implement independent risk-based testing under the Enterprise Testing program methodology to ensure departmental processes and activities align with applicable rules, regulations, policies, and procedures. The enterprise Compliance and Operational Risk Testing (ECORT) Analyst Senior supports the Second Line of Defense's oversight of the Chief Financial Office (CFO) function with minimal direct supervision and will be responsible for the execution and reviews of ongoing evaluations of the risk and control environment. This individual partners with various team members across the USAA Enterprise to produce high quality results in support of ECORT's CFO Testing program.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position.
What you'll do:
* Develops the steps needed to test and/or analyze compliance with complex policies/procedures and laws/regulations.
* Conducts appropriate, independent testing to ensure operational risks and compliance requirements are adhered to. Prepares detailed and objective work papers to support conclusions.
* Reviews issues and findings to provide effective challenge and quality of supporting documentation.
* Performs complex qualitative analysis of data.
* Identifies potential control weaknesses and makes recommendations to remediate issues.
* Manages all aspects of a compliance and operational risk test from end to end.
* Serves as a resource to team members on advanced issues.
What you have:
* Bachelor's degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree (10 years total experience required without a degree).
* 6 or more years of proven experience (internal/external audit, operational risk/compliance testing, quality assurance).
* Demonstrated experience interpreting and applying federal and state laws and regulations and guidance or operational risk principles/concepts.
* Sophisticated knowledge of testing techniques and data analysis principles, as well as the ability to interpret subsequent results.
* Proven track record of communicating effectively at all levels of management.
* Proficiency in Excel, Word, and PowerPoint.
What sets you apart:
* 6 + years of experience developing, implementing, and driving standard methodology risk testing, or auditing techniques (e.g., transactional testing, control testing, re-performance testing, adherence testing, etc.) across the Chief Financial Office and related enterprise-wide programs.
* Demonstrated experience in testing/auditing one or more of the following areas: Financial Statements, Corporate Accounting/Finance, Internal Controls over Financial Reporting (ICFR), SOX, Bank Call Report, CECL, Insurance Reserves, Tax, Stress Testing, or Regulation W.
* Knowledge of key risks applicable to in-scope areas of the Chief Financial Office and other related functions.
* 6+ years of shown experience at a Financial Institution, Big 4 Accounting Firm, Internal/External Auditor function, or Federal Examiner.
* Certified Public Accountant (CPA), or Certified Internal Auditor (CIA), designation(s).
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.
Compensation range: The salary range for this position is: $103,450.00 - $197,730.00.
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.
Compliance and Operational Risk Testing Analyst Lead-Shared Services
United Services Automobile Association (USAA Job In Tampa, FL
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 Compliance and Operational Risk Testing Analyst Lead, you'll provide the execution of independent testing under the Enterprise Testing program methodology to ensure departmental processes and activities align with applicable rules, regulations, policies, and procedures. The incumbent will compile and retain well documented work papers to create accurate and concise written reports including issues, root cause and recommended corrective action. This candidate should be comfortable quickly learning, developing and implementing new tests in a variety of subject areas.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is available for this position.
What you'll do:
* Develops the steps needed to test and/or analyze compliance with complex policies/procedures and laws/regulations.
* Serves as a subject matter authority in a specific subject/business area and provides guidance to team members on complex issues.
* Leads and manages a grouping of tests and testers to ensure operational risks and compliance requirements are adhered to.
* Reviews and completes, as needed, work papers to support conclusions of test findings.
* Provides input on allocation of resources to complete testing activities.
* Performs complex qualitative analysis of data.
* May develop executive briefs and present to key internal and external collaborators.
* Builds, develops, and maintains relationships with the business and internal control partners (Audit, Risk & Compliance, Legal) to facilitate collaboration between all lines of defense for testing.
What you have:
* Bachelor's Degree and 4 additional years of related experience beyond the minimum required may be substituted in lieu of a Degree.
* 8 or more years of relevant work experience (internal/external audit, operational risk/compliance testing, quality assurance)
* Expert knowledge of relevant industry regulations and regulatory compliance in a specific area.
* Demonstrated experience interpreting and applying federal and state laws and regulations and guidance or operational risk principles/concepts.
* Advanced knowledge of testing techniques and data analysis principles, as well as the ability to interpret subsequent results.
* Demonstrated ability to communicate effectively at all levels of management.
* Advanced knowledge of Microsoft Office tools to include Word, Excel and PowerPoint
What sets you apart:
* Large financial services company experience, supporting marketing/brand, human resources, change management, Chief of Staff and/or Legal office.
* JD and/or large bank, finance, consultant Audit experience.
* Experience leading shared services enterprise testing engagements in large financial services, insurance or related highly regulated industries.
* Advanced knowledge of internal controls, business risks, and testing techniques.
* US military experience through military service or a military spouse/domestic partner [optional]
Compensation range: The salary range for this position is: $127,310 - $243,340.
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.
Part Time Associate Banker Greater Central Florida South (30 Hours)
Lakeland, FL Job
JobID: 210574005 JobSchedule: Part time JobShift: : 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
SIU Field Investigator
Tampa, FL Job
We have an exciting opportunity to join the SIU team as a Senior Field Security Investigator in our Tampa field location! As a Senior Field Security Investigator, you will conduct investigations of suspected cases of fraud or other illegal activities against the Company, including interviewing, database inquiries, taking statements, and locating sources of information and witnesses. Responsibilities include evaluating information to determine its credibility, referring, and coordinating investigation assignments to outside agencies, and providing training and support to all departments in the claims handling process. Applicant must reside in the surrounding Tampa/Bradenton area.
Qualifications
An associate or bachelor's degree in criminal justice or a related field, or
Five years of insurance claims investigative experience (includes TCR1, TCR2, CU, PIP technical and/or PIP litigation desk experience), professional investigation experience with law enforcement agencies, or
Seven years of professional investigation experience involving economic or insurance related matters
Experience handling in-person or phone statements from various parties in an investigation in a way that builds GEICO's customer base and promotes customer satisfaction through efficient, accurate, and courteous interactions
Ability to gather a broad range of evidence related to an investigation and draw conclusions based on the information collected to the applicable fraud investigation
Demonstrated ability to organize and prioritize investigative volume workloads and stressful situations
Must be able to always maintain a professional attitude and appearance
Must be able to document files in a clear, concise, professional written manner, to be understood by customers, clients, co-workers and other employees of the organization
Must be able to obtain and maintain a valid driver's license, certifications and permits in accordance with state and federal regulations, and company and departmental standards
Must be able to lift and carry materials and equipment and lift them to and from vehicles and carry them up and down steps
Must be able to climb on, off, in, around and under vehicles, including but not limited to RVs and commercial vehicles
Must be able to exercise caution and awareness of surroundings while performing the essential duties of the position
Must be able to learn and apply large amount of technical and procedural information
Knowledge of city, state, and local regulations, legal concepts, case law, medical treatments, and medical terminology
Desired Qualifications
4-year degree or higher
Current or prior SIU investigations experience working in diverse teams across different SIU job functions
Experience handling: financial, casualty, bodily injury, worker's compensation, commercial, marine, auto, property and underwriting fraud investigations
Ability to handle complex fraud cases and/or rings
Knowledge on how to use public record systems, and/or claims and policy databases to support an investigation
Ability to work with minimal direct supervision and manage an active case load
Related professional designations (e.g. CIFI, CFE, FCLA, CPCU, etc.)
Working Conditions
Must utilize personal protective equipment as necessary
Must be willing to work in indoor and outdoor environments, inclement weather, in dim or bright light and subject to adverse weather conditions and noise
The duties of this position are generally performed in the field, in an auto repair environment or at a business location under minimum supervision
Equipment and Vehicles (When Assigned)
Must have and maintain an acceptable driving record according to company policy and a valid state driver's license
Must be able to drive the assigned vehicle for extended periods of time as needed
Must be able to utilize laptops, Microsoft Office, web-based applications, cameras, hands-free cellular devices, and calculators
Must be able to perform duties in an automobile used as a mobile workstation
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
Benefits:
As an Associate, you'll enjoy our Total Rewards Program* to help secure your financial future and preserve your health and well-being, including:
Premier Medical, Dental and Vision Insurance with no waiting period**
Paid Vacation, Sick and Parental Leave
401(k) Plan
Tuition Assistance
Paid Training and Licensures
*Benefits may be different by location. Benefit eligibility requirements vary and may include length of service.
**Coverage begins on the date of hire. Must enroll in New Hire Benefits within 30 days of the date of hire for coverage to take effect.
The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled.
GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.
Global Sales Control Manager - Vice President
Tampa, FL Job
Welcome to JPMorgan Chase, a leader in the rapidly evolving payments industry. Our Payments organization provides cash management, liquidity, commercial card, and transformation solutions to clients worldwide. We leverage the latest technology and data analytics to deliver specialized solutions that help clients grow and streamline their businesses.
Join our Global Sales Success Office Control Management team as a Vice President, where you'll lead efforts to ensure a robust controls environment for JPM Payments. Collaborate with business leaders to identify and mitigate risks, and play a key role in shaping the future of payments.
As a Vice President Control Manager within the Global Sales Success Office, you will be at the forefront of governance initiatives, managing interactions with the 2nd and 3rd lines of defense, and engaging in regulatory affairs. Your responsibilities will include enhancing governance procedures, providing advice on risk reduction, and producing high-level reports to aid in business decision-making.
**Job Responsibilities:**
+ Lead efforts to refine and establish governance that identifies, quantifies, manages, and monitors risk.
+ Act as an advisor to business leads on mitigating emerging risks with products or new initiatives.
+ Oversee the end-to-end system of controls to mitigate risk through engagement and analysis.
+ Deliver high-quality executive reporting and analytics to support business decisions.
+ Create and deliver executive communications, status reporting, and metrics.
+ Manage regulatory exams and audits impacting the Global Sales Success Office.
+ Report to senior management regularly.
+ Maintain strong controls in partnership with the business and relevant partners.
**Required Qualifications, Skills, and Capabilities:**
+ 7 years of relevant industry experience in the financial industry with deep knowledge of Payments.
+ Demonstrated ability to influence outcomes without direct line management responsibility.
+ Strong analytical and problem-solving skills with effective communication abilities.
+ Proactive in improving business processes and taking initiative.
+ Ability to develop strong partnerships across lines of business to achieve goals.
+ Proven ability to achieve quality results in a rapidly changing environment.
**Preferred Qualifications, Skills, and Capabilities:**
+ Experience in change management and transformation, with the ability to influence teams.
+ Ability to quickly transform ideas and information into electronic presentations
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Fraud Analytics Ld Analyst - C13 - Hybrid
Tampa, FL Job
As part of the Fraud Analytics, Modeling & Intelligence organization, this role manages and executes the fraud analytics and strategies supporting Citi's North American and global credit card and retail bank businesses. This includes leveraging data to identify fraud trends, designing and implementing strategies to prevent and mitigate fraud attacks across the fraud lifecycle, including application and synthetic ID fraud, account takeover and sophisticated new attack schemes.
This role partners closely with Fraud Policy, Operations and various partners to keep apprised of business and technology direction in order to determine potential and existing fraud impacts.
This role also may also have direct or indirect management responsibility of team members.
Responsibilities:
* Leverage analytics to identify enhancement opportunities and more granular insights that can be acted upon, while ensuring adherence to Fraud Policy.
* Ownership and management of fraud rules, scores, and detection strategies, Risk appetite execution, POS interdiction strategies and defect analysis.
* Collaborate with cross-functional teams to provide strategy recommendations based on data and trend analysis and implement mitigation strategies.
* Build effective relationships within and outside the Fraud organization to help ensure successful and timely execution of key portfolio priorities.
* Generate and manage regular and ad-hoc reporting to enable effective monitoring and identification of emerging trends.
* Continually assess manual and automated processes to identify potential process gaps and opportunities.
* Build effective relationships within and outside the Fraud organization to help ensure successful and timely execution of key portfolio priorities.
* Prioritize and provide a clear line of sight to the most critical work to partners and team members.
* Mentor and coach junior team members.
* Gathers operational data from various cross functional stakeholders to examine past business performance
* Identifies data patterns & trends, and provides insights to enhance business decision making capability in business planning, process improvement, solution assessment etc.
* Recommends actions for future developments & strategic business opportunities, as well as enhancements to operational policies
* May be involved in exploratory data analysis, confirmatory data analysis and/or qualitative analysis
* Translate data into consumer or customer behavioral insights to drive targeting and segmentation strategies, and communicate clearly and effectively to business partners and senior leaders all findings
* Continuously improve processes and strategies by exploring and evaluating new data sources, tools, and capabilities
* Work closely with internal and external business partners in building, implementing, tracking and improving decision strategies
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
* Bachelor's Degree required in statistics, mathematics, physics, economics, or other analytical or quantitative discipline.
* 6+ years' experience in analytics and modeling or relevant area.
* Extensive experience working with: Big Data environment with hands on coding experience within various traditional (SAS, SQL, etc.) and/or open source (i.e. Python, Impala, Hive, etc.) tools.
* Traditional and advanced machine learning techniques and algorithms, such as Logistic Regression, Gradient Boosting, Random Forests, etc.
* Experience as an Operations Research Analyst, Analytics Manager, Strategic Business Analyst or related position performing quantitative analytics supporting financial services
* Experience analyzing large datasets; applying mathematical, statistical and quantitative analysis techniques to perform complex analyses and data mining
Education:
* Bachelors/University degree, Master's degree preferred
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Job Family Group:
Decision Management
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Job Family:
Business Analysis
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Time Type:
Full time
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Primary Location:
Jacksonville Florida United States
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Primary Location Full Time Salary Range:
$113,840.00 - $170,760.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Anticipated Posting Close Date:
Mar 13, 2025
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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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