Property Adjuster Specialist (Field)
USAA Job In Cincinnati, OH
**Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
**The Opportunity**
As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements.
Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available.
This is a **field-based** role in **North Cincinnati, OH.** Candidates currently living in this location or willing to self-relocate are encouraged to apply.
**What you'll do:**
+ Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability.
+ Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance.
+ Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics.
+ Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies.
+ Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes.
+ Maintains accurate, thorough, and current claim file documentation throughout the claims process.
+ Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims.
+ Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
+ May be assigned CAT deployment travel with minimal notice during designated CATs.
+ Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
+ Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience.
+ Adjusts complex claims with attorney involvement.
+ Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations.
+ May require travel to resolve claims, attend training, and conduct in-person inspections.
+ Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
**What you have:**
+ High School Diploma or General Equivalency Diploma required.
+ 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
+ Advanced knowledge of estimating losses using Xactimate or similar tools and platforms.
+ Proficient knowledge of residential construction.
+ Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations.
+ Proficient negotiation, investigation, communication, and conflict resolution skills.
+ Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills.
+ Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed.
+ Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
**What sets you apart:**
+ US military experience through military service or a military spouse/domestic partner
+ Prior field experince handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.)
+ Prior experience adjusting property claims using virtual technologies
+ Prior property field adjuster experience handling DWG, APS and ALE adjustments
+ Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing)
+ Xactimate Level 1 and/or Level 2 certification
+ Prior deployments in support of catastrophes
+ Currently hold an active Adjuster License
+ Currently reside within or have the ability to self-relocate to **North Cincinnati, OH**
**Physical Demand Requirements:**
+ May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces.
+ May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license.
+ May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car.
+ May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics.
**Compensation range:** The salary range for this position is: $72,080.00 - $129,740.00.
**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._
**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.
Technology Support III - Production Incident Management
Columbus, OH Job
Propel operational success with your expertise in technology support and a commitment to continuous improvement.
As a Technology Support III team member in Corporate Technology and Employee Platforms, 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
Provide support to end-to-end application or infrastructure service delivery to enable successful business operations of the firm.
Assist in the monitoring of production environments for anomalies and address issues utilizing standard observability tools.
Identify issues for escalation and communication, and provide solutions to the business and technology stakeholders.
Analyze complex situations and trends to anticipate and drive resolution for incidents and problem management supporting of full stack technology systems, applications, or infrastructure.
Working on incident, problem, event management for employee platforms.
Coordinate the resolution of critical Major Incidents utilizing technical and business resources in 24x7x365 enterprise organization.
Driving Major Incidents to resolution authoritatively and confidently.
Sending executive communications to a global audience giving details of the incident and impacts to the business, including next steps and root cause analysis.
Assisting with root cause analysis for all critical Major incidents and driving resolution to the issues.
Partnering with peers to assist in coordination and identification of “Air Traffic Control” across the various technical estates during the incident.
Deal with change and problems related to Incident and overall Production Management.
Required qualifications, capabilities, and skills
3+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services.
Demonstrated knowledge of applications or infrastructure in a large-scale technology environment both on premises and public cloud.
Experience working in ServiceNow.
Root Cause Analysis (RCA) understanding and experience.
Experience with problem statement, Problem task (PTASK) and documentation.
Experience in observability and monitoring tools and techniques.
Exposure to processes in scope of the Information Technology Infrastructure Library (ITIL) framework.
Preferred qualifications, capabilities, and skills
Experience in Incident Management tools, specifically ServiceNow.
Experience with one or more general purpose programming languages and/or automation scripting.
High organizational skills.
AWS Cloud Practitioner.
Working understanding of public cloud.
Cash Management Solutions Officer
Columbus, OH Job
ou are responsible for providing Cash Management solutions to branch managed customers/prospects over the phone and for providing Cash Management assistance to the Small Business Specialist. You have found the right team.
As a Cash Management Solution Officer within Business Banking, you are responsible for participating in various projects and pilots results for the branch managed segment
Job Responsibilities
Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone
Leverages core knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank
Conveys a professional, knowledgeable and confident demeanor over the phone
Regarded as the subject matter expert on Chase Business Online and One Card with Rewards. Performs onboarding of clients with professionalism and skill
Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, Area Managers, Market Managers, Divisional Directors and cross functional partners. Actively participates in partner meetings and communicates key Cash Management messages timely and accurately
Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Cash Management products
Protects the firm by applying sound risk management protocols and adhering to regulatory requirements; Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results
Required qualifications, capabilities, and skills
One year experience in Cash Management/Treasury Services or related business experience
General knowledge of Cash Management products/solutions
Bachelor's Degree in Finance or related field
Relationship Building - Ability to build relationships with clients and internal partners via the phone. Ability to influence those outside of direct management control.
Marketing Expertise - Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects.
Business Acumen - Ability to understand the overarching Cash Management business environment both internally and externally. Ability to manage business results in alignment with strategic objectives.
Time Management - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives.
Transaction Specialist 1 - Insertion
Westerville, OH Job
JobID: 210632051 JobSchedule: Full time JobShift: Night : Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities.
As a Transactions Specialist I in the Insertion department you will primarily be responsible for running insertion machines to process all the statements, letters, and checks that JPMorgan Chase sends to our customers. Each day, you will stock and prepare your workstation with the correct materials needed (envelopes, mail trays, pallets, etc.), stack filled mail trays onto pallets for processing, check the quality of the products they are running, and balance each job between the good and bad pieces.
Job responsibilities
* Operate Machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process statements and letters
* Validate material quality and output quality
* Reconcile Input vs. Output utilizing basic math
* Prepare batches of work by extracting checks and remittances from envelopes
* Input data into the system while following standard operating procedures and customer specific instructions for processing
* Operate Imaging/Extraction Equipment (iTRAN, IBML, OPEX 7200, OPEX 150) while validating quality of images
* Verify negotiability of checks through customer specific instructions for processing
* Lift and move mail trays weighing up to 50 pounds
* Make judgment calls regarding routine duties, but refer non-routine situations to a supervisor and/or manager
Required qualifications, skills and capabilities
* Detail-oriented
* Good oral and written communication skills
* Production environment, focus around meeting deadlines
* You will need basic computer skills and knowledge of Microsoft applications
* Alpha/Numeric data entry and typing skills - with excellent accuracy
* Must be a team player and maintain a positive attitude
* Will be standing for up to 7 1/2 hours
* Will have to push and pull up to 70 pounds
Work Schedule(s):
2nd shift Monday - Friday 3:00pm - 11:30pm
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
Senior Product Portfolio Operations Associate - Portfolio Management
Columbus, OH Job
Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation. As a Senior Product Portfolio Operations Associate in Operations Portfolio Management Team, you are a significant contributor to your team with a strong knowledge of analysis, optimization and integration. You understand what it takes to bring together all the key elements of a product line and its products to ensure coordinated outcomes.
Consumer & Community Banking (CCB) Operations Product organization provides critical cross-line of business support across JPMC and serves as one of the largest product portfolios in CCB, delivering value to millions of customers and over 30,000 employees. As a product team member, your problem-solving skills will place you on the cutting edge of defining the vision, creating the strategy and building the roadmap to solutions that impact millions. Along the way, you'll develop a deep, end-to-end understanding of the business and find an inclusive culture that welcomes diverse ideas and supports your individual growth and career mobility.
Job responsibilities
Creates synergies across products to ensure successful delivery against business objectives
Collects key inputs from across products to ensure the full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs
Calculates metrics for portfolio management operations and analyzes data for areas of opportunity
Develops change initiative materials and change timelines
Assists in the product-level collection strategy consisting of controls, financials, and resourcing needs
Required qualifications, capabilities, and skills
3+ years of experience or equivalent expertise in program management or performance optimization
Proven ability to implement operational effectiveness initiatives
Prior working exposure to operations of the product development life cycle and agile methodologies
Preferred qualifications, capabilities, and skills
Proven ability to operate within matrixed, cross-functional teams, through collaboration, influence, and conflict resolution skills to achieve desired results
Strong communication, presentation, and interpersonal communications skills with ability to develop and maintain relationships
Prior working exposure to analytical problem solving, creativity, and attention to detail, demonstrated by the ability to make timely and sound decisions
Demonstrated flexibility to effectively shift between strategic and detailed tactical management
Consumer Community Banking (CCB) Operation and product management experience a plus
Merrill Market Client Relationship Manager
Pepper Pike, OH Job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
**Responsibilities:**
+ Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
+ Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
+ Oversees the client service experience and reviews the approval of new client accounts
+ Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Specific responsibilities include, but are not limited to:**
+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
+ Managing the branch's Wealth Management Client Associates and Service Support Staff
+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
+ Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
+ Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
+ Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
+ Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
**Required Qualifications:**
+ Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
+ Minimum of 5+ years professional experience
**Key Qualifications for the role:**
+ Current or previous Merrill Wealth Management experience strongly preferred
+ Self-motivated and client centric
+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
+ Prior trend analysis experience
+ Strong customer service and communication skills
+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
**Desired Qualifications:**
+ Bachelor's degree or equivalent work experience
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Skills:**
+ Compensation Analysis
+ Performance Management
+ Process Performance Management
+ Referral Management
+ Workforce Planning
+ Due Diligence
+ Internal Audit Review
+ Leadership Development
+ Recruiting
+ Risk Management
+ Client Management
+ Customer Service Management
+ Employee Counseling
+ Succession Planning
+ Trade Operations Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Lead Data Engineer - Non-Stop Tandem Database Administrator
Ohio Job
JobID: 210629791 JobSchedule: Full time JobShift: : Join us as we embark on a journey of collaboration and innovation, where your unique skills and talents will be valued and celebrated. Together we will create a brighter future and make a meaningful difference.
As a Lead Data Engineer at JPMorgan Chase within the Consumer and Community Banking and Credit Card Services Platform, you are an integral part of an agile team that works to enhance, build, and deliver data collection, storage, access, and analytics solutions in a secure, stable, and scalable way. As a core technical contributor, you are responsible for maintaining critical data pipelines and architectures across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Administrate, design, implementation and support highly available and scalable Nonstop database solutions.
* Frequently uses SQL and understands NoSQL databases and their niche in the marketplace.
* Research and recommend innovative, and where possible, automated approaches for system administration tasks.
* Collaborate with teams to understand their data access needs, recommend data models and create data structures to comply with standards and best practices.
* Monitor key performance metrics, measuring the utilization, performance and overall health of the database, pathway, and replication environments.
* Provide up to Level 3 on call support for the 24/7 Nonstop Infrastructure.
* Performing tasks as may be required to ensure a secure, stable, and compliant environment.
* Supports review of controls to ensure sufficient protection of enterprise data.
* Adds to team culture of diversity, equity, inclusion, and respect.
* Work on a team with on-call responsibilities (every 5+ weeks), Night / Weekend responsibilities as part of project requirements.
* Demonstrate ability to thrive in a team-oriented, fast-paced environment.
Required qualifications, capabilities, and skills
* Formal training or certification on data engineering concepts and 5+ years applied experience.
* 7+ years of recent experience with Nonstop program modules such as Nonstop TS/MP, Nonstop SQL/MP and SQL/MX, Enscribe, TCP/IP, NDM, SSL, Expand, FUP, SCF.
* 7+ years of recent experience administration, configuring, managing, troubleshooting, and recovering Nonstop databases.
* Proficiency in configuring complex database management system environments, creating and maintaining databases as well as backup and recovery.
* Demonstrated ability to implement automated process to improve database and application system reliability.
* Experience with Nonstop Golden Gate replication configuration, tuning, troubleshooting, and patch / upgrade maintenance.
* Strong written and oral communication capabilities, ability to influence and successfully interface with others.
* Skill at troubleshooting complex technical problems.
* Understanding of the software development lifecycle, including Agile development methodology.
* Experience with Nonstop database design, and performance tuning.
* Experience across the data lifecycle.
Preferred qualifications, capabilities, and skills
* Background in IT infrastructure, including systems or network administration.
* Knowledge of programing languages, including TACL, OSH, COBOL, TAL, C.
* A deep understanding of Nonstop design principals, security and the factors that affect system performance.
* Experience with TLS, IPSEC, Nonstop Encryption, and creating and maintaining certificates.
* Ability to collaborate with high-performing teams and individuals throughout the firm to accomplish common goals.
* Ability to communicate technical information clearly.
* Ability to manage risk appropriately.
Loan Origination Specialist IV
Ohio Job
JobID: 210619350 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $26.39-$36.05 Join our dynamic team at JPMorgan Chase and make a significant impact by enhancing client relationships and driving profitability. Apply today to be part of an exciting journey!
Job Summary:
As a Loan Origination Specialist IV in the Equipment Finance team, you will provide thoughtful, accurate, and timely customer response through strong written and verbal communications. Your role will be crucial in increasing our profitability by maintaining and strengthening our customers' bank relationship. You will work closely with Sales, Client, Relationship Managers, and Underwriters to document and book Equipment Finance transactions. Your ability to multi-task effectively, leverage internal resources, and maintain a strong attention to detail will be key in this role. This position offers the opportunity to work in a fast-paced, collaborative environment where your professional growth and development will be prioritized.
Job Responsibilities:
* Collaborate with Sales, Clients, Relationship Managers, and Underwriters to document and book Equipment Finance transactions.
* Process documentation for equipment finance loan/lease transactions with the Document Support Specialist.
* Engage with internal and external clients to manage expectations and gather necessary items for closing.
* Prepare and send documentation packages.
* Research Sales and PPT tax items.
* Ensure credit and asset conditions are met in compliance with guidelines.
* Work with Internal and External Legal counsel as needed for closing requirements.
* Prepare funding review packages.
* Contribute to projects aimed at improving current processes and procedures.
Required Qualifications, Capabilities, and Skills:
* Minimum of 2 years of Loan Documentation experience.
* Ability to multi-task effectively and leverage internal resources.
* Excellent verbal and written communication skills.
* Strong attention to detail and process orientation.
* Excellent organizational skills and ability to prioritize workload.
* Proficiency in Microsoft Word and Excel.
* Team player with a positive attitude and desire to be part of a collaborative environment.
* Demonstrated ability to work independently and solve problems in a fast-paced environment.
* Knowledge of basic accounting processes and procedures.
* Professional phone etiquette skills.
Preferred Qualifications, Capabilities, and Skills:
* Bachelor's degree.
* 2+ years' experience in Commercial Banking financial services.
* Paralegal certificate or experience.
* Equipment finance/equipment leasing experience.
* Experience with HotDocs/LeasePak is a plus.
Risk Management - Asset Wealth Management - Special Credits Executive, Global Head of Special Credits, Managing Director
Columbus, OH Job
Bring your expertise to JPMorgan Chase as a Special Credits Executive and play a pivotal role in Risk Management and Compliance, ensuring JPMorgan Chase remains strong and resilient. You will help the firm grow responsibly by anticipating new and emerging risks and using your expert judgment to solve real-world challenges that impact our company, customers and communities. Our culture encourages thinking outside the box, challenging the status quo, and striving to be best-in-class.
Job summary
As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you will play a significant role in managing risk and supporting the global lending practice. As the AWM Global Head of Special Credits, you will lead a team of Special Credits Executives in managing problem credit portfolios across various markets, including the United States, EMEA, Asia, and Latin America.
Job responsibilities
Lead and mentor a team of experienced special credit officers, overseeing their management of problem credit portfolios.
Approve credit risk ratings and resolution strategies for high-risk credit exposures.
Navigate complex problem loan restructurings, bankruptcies, and enforcement proceedings.
Develop a thorough understanding of the firm's risk management and control policies and guidelines to ensure compliance and support effective decision-making.
Collaborate closely with internal and external legal counsel to maximize recovery on distressed assets and mitigate potential liability.
Conduct quarterly credit surveillance meetings and challenge strategies, risk ratings and reserve recommendations.
Approve asset-specific reserve recommendations and ensure compliance with relevant accounting policies.
Collaborate with senior credit risk leadership in establishing quarterly qualitative reserves.
Mentor junior credit officers and analysts through lessons-learned sessions.
Oversee and facilitate ad hoc risk-related projects and workflows.
Communicate proactively on newly identified problem credit exposures and escalate potential credit cost items to the respective markets.
Required qualifications, capabilities and skills
Master's or Bachelor's degree required.
10+ years in a similar banking or credit approval role with a track record of exceeding performance expectations.
Highly organized, motivated and hard working with exceptional communication skills, both written and verbal
Outstanding professional reputation and integrity.
Strong leadership skills with experience in training and managing a team.
Expertise in loan structuring, complex finance structures, negotiating, credit analysis and portfolio management, with experience synthesizing information, developing recommendations, making decisions and problem-solving.
Deep understanding of creditor rights and enforcement strategies.
Considerable experience working with attorneys on enforcement and bankruptcy litigation.
Knowledge of lien perfection and priority, including but not limited to real property, accounts, aircraft, boats, automobiles, life insurance, and cash and marketable securities.
Comm Appraisal Services Conslt.
Cleveland, OH Job
Charlotte, North Carolina;Chandler, Arizona; Dallas, Texas; Chandler, Arizona; Tampa, Florida; Phoenix, Arizona; Jacksonville, Florida; Seattle, Washington; Atlanta, Georgia; San Francisco, California; Chicago, Illinois; Akron, Ohio; Cleveland, Ohio; Tampa, Florida; Saint Petersburg, Florida
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
Orders and reviews appraisals and evaluations used for commercial real estate lending and provides appraisal and consulting services to all lines of business and transaction-specific professional guidance. Specific responsibilities include, but are not limited to, scoping requests for services, bidding process, award process, managing external suppliers and appraisal review. Additional responsibilities may include client team training; supervisory responsibilities, including management of procurement or review teams; and/or management of external reviewers.
**Skills:**
+ Critical Thinking
+ Financial Forecasting and Modeling
+ Business Intelligence
+ Financial Analysis
+ Interpret Relevant Laws, Rules, and Regulations
+ Risk Modeling
+ Valuation Ethics and Practice Standards
+ Attention to Detail
+ Prioritization
+ Problem Solving
+ Reporting
+ Vendor Management
Orders and reviews appraisals and evaluations used for commercial real estate lending and provides appraisal and consulting services to all lines of business and transaction-specific professional guidance. Specific responsibilities include, but are not limited to, scoping requests for services, bidding process, award process, managing external suppliers and appraisal review. Additional responsibilities may include client team training; supervisory responsibilities, including management of procurement or review teams; and/or management of external reviewers.
**Evaluates valuation requests for policy/regulatory compliance:**
+ Develops vendor statements of work for each order
+ Selects prequalified vendors and distributes RFPs
+ Executes award and monitors vendor performance
+ Reviews reports for contract compliance; grades performance
+ Performs quality assurance (detailed) reviews
+ Invoice preprocessing and validation
+ 1st -level business and vendor dispute resolution (e.g. vendor selection, utilization frequency, invoicing, etc.)
**Required Skills:**
+ Active State-Certified General Real Estate Appraisal Credential
+ 5+ years commercial real estate appraisal experience
+ Intermediate proficiency in the use of the following software applications: Argus and/or Rockport Val, (cash flow software), Microsoft Excel (spreadsheet).
+ Basic proficiency in other department programs including: Microsoft Word (word processing)
+ An in-depth working knowledge of valuation theory and methodology for commercial and residential appraisals
+ Able to write concise technical opinions in language comprehensible to expert and layman alike
+ Able to work independently in a remote setting
+ Commercial appraisal review experience for federally-regulated banking institution or equivalent highly preferred
+ Able to adapt to new technology and changes to recognized valuation methods and techniques
**Desired Skills:**
+ 2+ years commercial appraisal review experience for federally regulated banking institution or equivalent
+ MAI designation
+ Bachelor's degree (financial degree or equivalent)
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Commercial Banker - Emerging Middle Market - Vice President
Beavercreek, OH Job
JobID: 210591308 JobSchedule: Full time JobShift: : You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.
As a Commercial Banker within the Emerging Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* 5+ years of experience in direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
Private Bank Associate - Investments
Cleveland, OH Job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.
Responsibilities:
Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products
Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios
Responsible for providing administrative and analytical support to Portfolio Manager(s)
Provide support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews
Qualifications:
Minimum of 1 year of experience with a financial institution focusing on client service and sales
High net worth client service and sales experience desired
BS/BA degree in Business, Finance or Economics desired
Skills:
Account Management
Attention to Detail
Collaboration
Recording/Organizing Information
Written Communications
Active Listening
Adaptability
Customer and Client Focus
Issue Management
Prioritization
Critical Thinking
Customer Experience Improvement
Decision Making
Pipeline Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - OH - Cleveland - 1375 E 9TH ST - 1 CLEVELAND CENTER (OH4375) Pay and benefits information Pay range$28.52 - $40.29 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Part Time Associate Banker Cleveland West (30 Hours)
Independence, OH Job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Technology Support III - Production Incident Management
Columbus, OH Job
Propel operational success with your expertise in technology support and a commitment to continuous improvement. As a Technology Support III team member in Corporate Technology and Employee Platforms, 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**
+ Provide support to end-to-end application or infrastructure service delivery to enable successful business operations of the firm.
+ Assist in the monitoring of production environments for anomalies and address issues utilizing standard observability tools.
+ Identify issues for escalation and communication, and provide solutions to the business and technology stakeholders.
+ Analyze complex situations and trends to anticipate and drive resolution for incidents and problem management supporting of full stack technology systems, applications, or infrastructure.
+ Working on incident, problem, event management for employee platforms.
+ Coordinate the resolution of critical Major Incidents utilizing technical and business resources in 24x7x365 enterprise organization.
+ Driving Major Incidents to resolution authoritatively and confidently.
+ Sending executive communications to a global audience giving details of the incident and impacts to the business, including next steps and root cause analysis.
+ Assisting with root cause analysis for all critical Major incidents and driving resolution to the issues.
+ Partnering with peers to assist in coordination and identification of "Air Traffic Control" across the various technical estates during the incident.
+ Deal with change and problems related to Incident and overall Production Management.
**Required qualifications, capabilities, and skills**
+ 3+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services.
+ Demonstrated knowledge of applications or infrastructure in a large-scale technology environment both on premises and public cloud.
+ Experience working in ServiceNow.
+ Root Cause Analysis (RCA) understanding and experience.
+ Experience with problem statement, Problem task (PTASK) and documentation.
+ Experience in observability and monitoring tools and techniques.
+ Exposure to processes in scope of the Information Technology Infrastructure Library (ITIL) framework.
**Preferred qualifications, capabilities, and skills**
+ Experience in Incident Management tools, specifically ServiceNow.
+ Experience with one or more general purpose programming languages and/or automation scripting.
+ High organizational skills.
+ AWS Cloud Practitioner.
+ Working understanding of public cloud.
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
Cash Management Solutions Officer
Columbus, OH Job
You are responsible for providing Cash Management solutions to branch managed customers/prospects over the phone and for providing Cash Management assistance to the Small Business Specialist. You have found the right team.
As a Cash Management Solution Officer within Business Banking, you are responsible for participating in various projects and pilots results for the branch managed segment
Job Responsibilities
Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone
Leverages core knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank
Conveys a professional, knowledgeable and confident demeanor over the phone
Regarded as the subject matter expert on Chase Business Online and One Card with Rewards. Performs onboarding of clients with professionalism and skill
Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, Area Managers, Market Managers, Divisional Directors and cross functional partners. Actively participates in partner meetings and communicates key Cash Management messages timely and accurately
Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Cash Management products
Protects the firm by applying sound risk management protocols and adhering to regulatory requirements; Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results
Required qualifications, capabilities, and skills
One year experience in Cash Management/Treasury Services or related business experience
General knowledge of Cash Management products/solutions
Bachelor's Degree in Finance or related field
Relationship Building - Ability to build relationships with clients and internal partners via the phone. Ability to influence those outside of direct management control.
Marketing Expertise - Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects.
Business Acumen - Ability to understand the overarching Cash Management business environment both internally and externally. Ability to manage business results in alignment with strategic objectives.
Time Management - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives.
Merrill Market Client Relationship Manager
Pepper Pike, OH Job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
Oversees the client service experience and reviews the approval of new client accounts
Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Managing the branch's Wealth Management Client Associates and Service Support Staff
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
Minimum of 5+ years professional experience
Key Qualifications for the role:
Current or previous Merrill Wealth Management experience strongly preferred
Self-motivated and client centric
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
Compensation Analysis
Performance Management
Process Performance Management
Referral Management
Workforce Planning
Due Diligence
Internal Audit Review
Leadership Development
Recruiting
Risk Management
Client Management
Customer Service Management
Employee Counseling
Succession Planning
Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Senior Product Portfolio Operations Associate - Portfolio Management
Columbus, OH Job
Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation. As a Senior Product Portfolio Operations Associate in Operations Portfolio Management Team, you are a significant contributor to your team with a strong knowledge of analysis, optimization and integration. You understand what it takes to bring together all the key elements of a product line and its products to ensure coordinated outcomes.
Consumer & Community Banking (CCB) Operations Product organization provides critical cross-line of business support across JPMC and serves as one of the largest product portfolios in CCB, delivering value to millions of customers and over 30,000 employees. As a product team member, your problem-solving skills will place you on the cutting edge of defining the vision, creating the strategy and building the roadmap to solutions that impact millions. Along the way, you'll develop a deep, end-to-end understanding of the business and find an inclusive culture that welcomes diverse ideas and supports your individual growth and career mobility.
**Job responsibilities**
+ Creates synergies across products to ensure successful delivery against business objectives
+ Collects key inputs from across products to ensure the full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs
+ Calculates metrics for portfolio management operations and analyzes data for areas of opportunity
+ Develops change initiative materials and change timelines
+ Assists in the product-level collection strategy consisting of controls, financials, and resourcing needs
**Required qualifications, capabilities, and skills**
+ 3+ years of experience or equivalent expertise in program management or performance optimization
+ Proven ability to implement operational effectiveness initiatives
+ Prior working exposure to operations of the product development life cycle and agile methodologies
**Preferred qualifications, capabilities, and skills**
+ Proven ability to operate within matrixed, cross-functional teams, through collaboration, influence, and conflict resolution skills to achieve desired results
+ Strong communication, presentation, and interpersonal communications skills with ability to develop and maintain relationships
+ Prior working exposure to analytical problem solving, creativity, and attention to detail, demonstrated by the ability to make timely and sound decisions
+ Demonstrated flexibility to effectively shift between strategic and detailed tactical management
+ Consumer Community Banking (CCB) Operation and product management experience a plus
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Comm Appraisal Services Conslt.
Akron, OH Job
Charlotte, North Carolina;Chandler, Arizona; Dallas, Texas; Chandler, Arizona; Tampa, Florida; Phoenix, Arizona; Jacksonville, Florida; Seattle, Washington; Atlanta, Georgia; San Francisco, California; Chicago, Illinois; Akron, Ohio; Cleveland, Ohio; Tampa, Florida; Saint Petersburg, Florida
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
Orders and reviews appraisals and evaluations used for commercial real estate lending and provides appraisal and consulting services to all lines of business and transaction-specific professional guidance. Specific responsibilities include, but are not limited to, scoping requests for services, bidding process, award process, managing external suppliers and appraisal review. Additional responsibilities may include client team training; supervisory responsibilities, including management of procurement or review teams; and/or management of external reviewers.
**Skills:**
+ Critical Thinking
+ Financial Forecasting and Modeling
+ Business Intelligence
+ Financial Analysis
+ Interpret Relevant Laws, Rules, and Regulations
+ Risk Modeling
+ Valuation Ethics and Practice Standards
+ Attention to Detail
+ Prioritization
+ Problem Solving
+ Reporting
+ Vendor Management
Orders and reviews appraisals and evaluations used for commercial real estate lending and provides appraisal and consulting services to all lines of business and transaction-specific professional guidance. Specific responsibilities include, but are not limited to, scoping requests for services, bidding process, award process, managing external suppliers and appraisal review. Additional responsibilities may include client team training; supervisory responsibilities, including management of procurement or review teams; and/or management of external reviewers.
**Evaluates valuation requests for policy/regulatory compliance:**
+ Develops vendor statements of work for each order
+ Selects prequalified vendors and distributes RFPs
+ Executes award and monitors vendor performance
+ Reviews reports for contract compliance; grades performance
+ Performs quality assurance (detailed) reviews
+ Invoice preprocessing and validation
+ 1st -level business and vendor dispute resolution (e.g. vendor selection, utilization frequency, invoicing, etc.)
**Required Skills:**
+ Active State-Certified General Real Estate Appraisal Credential
+ 5+ years commercial real estate appraisal experience
+ Intermediate proficiency in the use of the following software applications: Argus and/or Rockport Val, (cash flow software), Microsoft Excel (spreadsheet).
+ Basic proficiency in other department programs including: Microsoft Word (word processing)
+ An in-depth working knowledge of valuation theory and methodology for commercial and residential appraisals
+ Able to write concise technical opinions in language comprehensible to expert and layman alike
+ Able to work independently in a remote setting
+ Commercial appraisal review experience for federally-regulated banking institution or equivalent highly preferred
+ Able to adapt to new technology and changes to recognized valuation methods and techniques
**Desired Skills:**
+ 2+ years commercial appraisal review experience for federally regulated banking institution or equivalent
+ MAI designation
+ Bachelor's degree (financial degree or equivalent)
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
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Commercial Banker - Emerging Middle Market - Vice President
Cincinnati, OH Job
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker within the Emerging Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
**Job Responsibilities**
+ Champion a culture of innovation and a customer centric mindset
+ Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
**Required Qualifications, Capabilities and Skills**
+ 5+ years of experience in direct lending or credit support related experience with a focus on business relationships
+ Understanding of Commercial Banking products and services
+ Ability to collaborate with internal partners and resources
+ Demonstrated experience of meeting or exceeding sales goals
+ Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
+ Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
**Preferred Qualifications, Capabilities and Skills**
+ Bachelor's degree and formal credit training preferred
+ Sales management, business development skills, proficiency in building and maintaining positive client relationships
+ Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
+ Excellent business judgment, strategic thinking, self-directed, proactive and creative
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
Full Time Associate Banker, Belden Dressler Branch, Canton, OH
Canton, OH Job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.