banking services advisor

PNC Financial Services Group

Job Profile
 
Position Overview
 At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Banking Advisor II within PNC's Private Banking organization, you will be based in Pittsburgh, PA.
 
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
 
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
 
Job Description
 Identifies and provides guidance and advice on appropriate credit and cash management solutions for current and prospective high-net worth clients as part of a broader Private Banking team.
 With limited supervision from Senior Banking Advisors, meets with internal and external clients to introduce and sell AMG banking products and services. Builds relationships with internal and external partners, clients and COIs.
 Makes day-to-day decisions in supporting clients with banking transactions. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit banking products and services.
 Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue.
 Demonstrates ability to analyze, evaluate, and mitigate credit risk for credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies. Ensures compliance with current banking policies and regulations.
 
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
 Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
 Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
 
Qualifications
 
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
 
Preferred Skills Book Of Business, Client Satisfaction, Customer Retentions, Financial Management, Financial Performance, Portfolio Management, Sales Process
 
Competencies Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Problem Solving, Products and Services, Selling.
 
Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
 
Education Bachelors
 
Certifications No Required Certification(s)
 
Licenses No Required License(s)
 
Benefits
 PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
 
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
 
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .
 
Disability Accommodations Statement
 
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
 
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
 
Equal Employment Opportunity (EEO)
 
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
 
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
 
California Residents
 
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Banking Advisor II (MLO)

Mechanics Bank

<div>Mechanics Bank is currently searching for a Banking Services Lead to join our team at our Fresno Branch. 
 
Under general supervision, independently and accurately performs the full range of teller, new account, and maintenance transactions according to established procedures. Delivers excellent customer service. Works closely with the sales team to achieve performance goals and meet the financial needs of our customers through ethical referrals. Supports the Retail Banking Services Officer and executes on the operational tasks and reporting for the branch. Acts as a subject matter expert on operational policies and procedures in the absence of the Retail Branch Services Manager or Retail Banking Services Officer. Maintains knowledge of compliance and regulatory items. Uses sound judgement and balances service and risk when assisting with transactional approvals. Provides dual control support while adhering to bank policies and procedure. 
What you will do:<ul><li>
Performs routine teller transactions and works directly with customers. Accepts, verifies, and processes basic to more complex customer transactions according to established procedures and security guidelines. Transactions include deposits, withdrawals, check cashing, payments, transfers, and transactions received through the mail or the night drop. Adheres to all cash handling policies and procedures balancing cash at the end of each shift. Responsible for maintaining and balancing a cash supply for transactions performed.</li><li>
Assists the Retail Operations Manager in the branch to ensure operational soundness. Assists with monitoring overall branch cash levels. The completion and review of Daily, Weekly, Monthly, Quarterly, Semi-Annual, and Annual operational tasks. May lead and direct the activities of Customer Service Representatives and Universal Bankers in the office. May assist with setting and implementing operations priorities and processes for the office.</li><li>
Leads branch in providing extraordinary service to customers. Assists customers with account maintenance, online banking, mobile banking, and other complex account issues. Works to resolve concerns presented by customers.</li><li>
Reviews customer transactions for red flags and fraudulent items. Maintains awareness of current financial scams used against banking customers. Prevents customers from becoming victims of fraud and escalates concerns to management for resolution.</li><li>
Represents the Bank and its products and services with pride and enthusiasm. Responsive to customer needs. Identifies and presents new or additional products and services. Maintains superior levels of customer service.</li><li>
Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers. Gathers data and processes various regulatory and operational reports to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs reviews the work of others for compliance.</li></ul>
Who you are:<ul><li>
High School Diploma or GED required or equivalent combination of education and experience required.</li><li>
Notary license preferred.</li><li>
Minimum of 3 years of banking operations experience required.</li><li>
Additional experience may be considered in lieu of degree.</li><li>
Excellent interpersonal skills and customer service.</li><li>
Ability to work independently and collaborate effectively as a team member.</li><li>
Ability to make decisions and review and approve other employee decisions.</li><li>
Excellent time management skills, organizational ability, and attention to detail.</li><li>
Extensive knowledge of Bank deposit products and services.</li><li>
Extensive knowledge of alternative Bank services and products and vendor provided products.</li><li>
Knowledge of applicable Federal and State banking regulations.</li><li>
Knowledge of Retail office operations, including complex transactions, Bank policy and procedures.</li></ul>
ADA Requirements:<ul><li>
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.</li><li>
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</li><li>
While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.</li><li>
The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.</li><li>
The employee must occasionally lift and/or move up to 10 pounds.</li><li>
Specific vision abilities required by this job include close vision.</li><li>
The noise level in the work environment is usually moderate.</li></ul>
#LI-AS1
Pay Range: $23.00 - $29.00 hourly.
Eligible for Retail Incentive Plan.
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. 
Benefits package includes[1]:<div></div><ul><li>
Medical, prescription, dental, and vision coverage for employees and their eligible family members</li><li>
Employer paid Employee Assistance Program, Life Insurance, AD&amp;D, and Disability benefits</li><li>
Health Savings Account with employer contribution</li><li>
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit</li><li>
401(k) and Roth 401(k) with company contribution</li><li>
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program</li><li>
Supplemental Health plans, Voluntary Legal and Identity Theft Services</li><li>
11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year</li><li>
Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)</li></ul>
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.<ul><li>
Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.</li><li>
Please view Equal Employment Opportunity Posters provided by OFCCP here.</li><li>
To learn more about Mechanics Bank&rsquo;s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank</li></ul>
[1] The benefits listed in this job posting reflect the Bank&rsquo;s most reasonable and genuinely expected benefits offered for this position.</div>

Banking Services Lead

QNB Group

<div>
 
 About QNB
 
 
 
 Established in 1964 as the country&rsquo;s first Qatari-owned commercial bank, QNB Group has steadily grown to become the largest bank in the Middle East and Africa (MEA) region.
 
 
 QNB Group&rsquo;s presence through its subsidiaries and associate companies extends to more than 31 countries across three continents providing a comprehensive range of advanced products and services. The total number of employees is more than 28,000 serving up to 20 million customers operating through 1,000 locations, with an ATM network of 4,300 machines.
 
 
 QNB has maintained its position as one of the highest rated regional banks from leading credit rating agencies including Standard &amp; Poor&rsquo;s (A), Moody&rsquo;s (Aa3) and Fitch (A+). The Bank has also been the recipient of many awards from leading international specialised financial publications.
 
 
 Based on the Group&rsquo;s consistent strong financial performance and its expanding international presence, QNB currently ranks as the most valuable bank brand in the Middle East and Africa, according to Brand Finance Magazine.
 
 
 QNB Group has an active community support program and sponsors various social, educational and sporting events.
 
 
 
 Job Summary
 
 
 
 The incumbent will be primarily responsible for supporting relationships with High Net Worth (HNW) customers allocated, including members of the Ruling Family and Government officials and acting as a &lsquo;one-stop solution&rsquo; for all Private Banking services including international and domestic banking and investment, fiduciary and lending services. The incumbent will liaise with the respective departments / units within the Group to ensure priority processing of customer needs/ requests.
 
 
 
 Main Responsibilities
 
 
 
 <ul>
 <li>
 Shareholder &amp; Financial:
 </li>
 <li>
 Assist the evaluation of Private Client&rsquo;s financial data and / or investment objectives based on the client&rsquo;s risk profile
 
 
 </li>
 </ul>
 and personal financial statements.
 
 
 <ul>
 <li>
 Assist in implementation of strategies to achieve all volume, revenue, and profit targets for the Private Banking (HNW)
 
 
 </li>
 </ul>
 segment.
 
 
 <ul>
 <li>
 Implements KPI&rsquo;s and best practices for Associate Private Banking Sales role.
 </li>
 <li>
 Promote cost consciousness and efficiency and enhance productivity, to minimise cost, avoid waste, and optimise
 
 
 </li>
 </ul>
 benefits for the bank.
 
 
 <ul>
 <li>
 Act within the limits of the powers delegated to the incumbent.
 </li>
 <li>
 Customer (Internal &amp; External):
 </li>
 <li>
 Responsive to the needs of the customer base and lead the customer focus initiative in the entire department.
 </li>
 <li>
 Act as point of contact for all International and domestic Private Banking services pertaining to HNW customers and
 
 
 </li>
 </ul>
 increase their portfolio of Assets and Liabilities with the bank.
 
 
 <ul>
 <li>
 Ensure customer complaints are handled / resolved in the most expeditious manner.
 </li>
 <li>
 Supports visits to HNW customers to strengthen relationships through personalized interaction.
 </li>
 <li>
 Market the Group&rsquo;s products and services to the HNW customers (includes the Ruling Family members and the
 
 
 </li>
 </ul>
 Government officials).
 
 
 <ul>
 <li>
 Assist new business development by identifying prospective clients and cross sell a wide variety of Private Banking
 
 
 </li>
 </ul>
 products and services including a comprehensive range of credit and investment services.
 
 
 <ul>
 <li>
 Build and maintain strong and effective relationship with all other related departments and units to ensure priority
 
 
 </li>
 </ul>
 processing and resolution of the needs / queries of such customers including any related operational issues and thereby
 
 
 facilitate achievement of the Group&rsquo;s goals / objectives.
 
 
 <ul>
 <li>
 To assist customers in all their queries on Bank&rsquo;s product and seek solution to their requests.
 </li>
 <li>
 Maintain activities in accordance with Service Level Agreements (SLAs) with internal departments/units to achieve
 
 
 </li>
 </ul>
 improvements in turn-around time.
 
 
 <ul>
 <li>
 Build and maintain strong/effective relationships with related departments/units to achieve the Group&rsquo;s objectives.
 </li>
 <li>
 Provide timely/accurate data to external/internal Auditors, Compliance, Financial Control and Risk when required.
 </li>
 <li>
 Internal (Processes, Products, Regulatory):
 </li>
 <li>
 Provide inputs and market feedback to the SVP Private Banking Sales for developing a credible set of products to
 
 
 </li>
 </ul>
 attract and retain valuable customers and thereby increase market share and profitability.
 
 
 <ul>
 <li>
 Maintain and expand the HNW customer base through introduction of innovative products backed by provision of
 
 
 </li>
 </ul>
 superior services.
 
 
 <ul>
 <li>
 Ensure processes are in place for launch of new products tailored for the HNW customer segment, including the smooth
 
 
 </li>
 </ul>
 launch of the same.
 
 
 <ul>
 <li>
 Ensure the approved policies and procedures governing account opening operations (deposit and loan accounts) are
 
 
 </li>
 </ul>
 adhered to with respect to the documentary and other requirements, including any pertinent legal requirements.
 
 
 <ul>
 <li>
 Provide timely and accurate information to the external and internal auditors and the Compliance function as and when
 
 
 </li>
 </ul>
 required on the HNW customer base.
 
 
 <ul>
 <li>
 Learning &amp; Knowledge:
 </li>
 <li>
 Possess sound knowledge of the private banking business, its products and related risks together with a good
 
 
 </li>
 </ul>
 knowledge of operations and control.
 
 
 <ul>
 <li>
 Proactively identify areas for professional development of self and undertake development activities.
 </li>
 <li>
 Seek out opportunities to remain current with all developments in professional field.
 </li>
 <li>
 Legal, Regulatory, and Risk Framework Responsibilities:
 </li>
 <li>
 Comply with all applicable legal, regulatory and internal compliance requirements including, but not limited to, Group
 
 
 </li>
 </ul>
 Compliance Policies and Procedures (AML &amp; CTF, Sanctions Policy, Data Protection Policy, Fraud Control Policy,
 
 
 Whistle Blowing Policy, Conflict of Interest and Insider Dealing Policy).
 
 
 <ul>
 <li>
 Understand and effectively perform your role under the Three Lines of Defence principle to identify measure, monitor,
 
 
 </li>
 </ul>
 manage and report risks.
 
 
 <ul>
 <li>
 Ensure systematic good outcomes for clients in accordance with Conduct Risk policy.
 </li>
 <li>
 Support the framework of RCSA, KRI, Incident reporting and remediation, as appropriate, in accordance with the
 
 
 </li>
 </ul>
 Operational Risk Management requirements.
 
 
 <ul>
 <li>
 Maintain appropriate knowledge to ensure full qualification to undertake the role.
 </li>
 <li>
 Complete all mandatory training provided by the Bank, attain, and maintain the required levels of competence.
 </li>
 <li>
 Attend mandatory (internal and external) seminars as instructed by the Bank.
 </li>
 <li>
 Other:
 </li>
 <li>
 Ensure high standards of data protection and confidentiality to safeguard commercially sensitive information.
 </li>
 <li>
 Maintaining utmost confidentiality concerning customer and internal bank information obtained during the course of
 
 
 </li>
 </ul>
 business and provide such information on a need to know basis only to Senior Management of QNB, Audit and
 
 
 Compliance functions, and relevant Regulators.
 
 
 <ul>
 <li>
 Maintain high professional standards to uphold QNB's reputation and to strengthen its market leadership position.
 </li>
 <li>
 All other ad hoc duties/activities related to QNB that management might request from time to time.
 
 
 </li>
 </ul>
 
 Education And Experience Requirements
 
 
 
 <ul>
 <li>
 Bachelor's degree University Graduate/ preferred with a Major in Marketing, Banking, Finance, Accounting, Economics, Business Administration
 </li>
 <li>
 Financial Lending related courses
 </li>
 <li>
 No experience required, entry level role.
 </li>
 <li>
 Excellent oral and written communication skills (including report writing) in English and Arabic.
 </li>
 <li>
 Good interpersonal and presentation skills.
 </li>
 <li>
 Understanding of the relevant laws, regulations, and practices.
 </li>
 <li>
 Ability to make decisions and follow through with initiatives.
 </li>
 <li>
 Personal integrity and self-management.
 </li>
 <li>
 Planning, organizing, and analytical ability.
 </li>
 <li>
 Results oriented.
 </li>
 <li>
 Strong analytical skills and the ability to communicate both verbally and in writing with all levels of management.
 </li>
 <li>
 Good understanding of the Private Banking (HNW) customer base, its needs and expectations.
 </li>
 <li>
 Follows a customer-centric approach.
 </li>
 <li>
 In-depth knowledge of products, services and delivery channels available to HNW customers.
 </li>
 <li>
 Self-driven individual with the ability to make decisions and follow through with initiatives.
 </li>
 <li>
 Personal integrity and self-management.
 </li>
 <li>
 Assertive.
 </li>
 <li>
 Planning, organizing and analytical ability.
 </li>
 <li>
 Results oriented.
 </li>
 <li>
 Ability to motivate and lead teams from diverse cultural backgrounds.
 
 
 </li>
 </ul>
 Note: you will be required to attach the following:
 
 
 <ul>
 <li>
 Resume/CV
 </li>
 <li>
 Copy of Passport or QID
 </li>
 <li>
 Copy of Education Certificate
 </li>
 <li>
 Birth Certificate
 </li>
 </ul>
</div>

QNB3675 - Associate Private Banking Sales (Qatarization)

Deutsche Bank

<div>
 
 Position Overview
 
 
 
 
 Details of the Division and Team:
 
 
 
 The Private Bank (PB) combines Deutsche Bank&rsquo;s private client&rsquo;s business in Germany and its international business with private and commercial clients together with Wealth Management in a single division.
 
 
 As a trusted partner of high-net-worth individuals and companies, family offices and foundations, we create lasting value for our clients by developing tailor-made solutions such as wealth planning, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network and our many years of experience.
 
 
 
 What we will offer you:
 
 
 
 A healthy, engaged and well-supported workforce is better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That&rsquo;s why we are committed to providing an environment with your development and wellbeing at its center.
 
 
 
 You can expect:
 
 
 
 <ul>
 <li>
 Life Insurance
 </li>
 <li>
 Accidental Death Insurance
 </li>
 <li>
 Permanent Partial Disability Insurance
 </li>
 <li>
 Private Medical Insurance for you, your spouse and dependent children
 </li>
 <li>
 Flexible working arrangements
 </li>
 <li>
 30 days of annual paid leave, plus public holiday &amp; Flexible Working Arrangement
 </li>
 <li>
 DB contributions to Employee Workplace Savings "Gosi&rdquo; plan (for Saudi nationals only)
 
 
 
 </li>
 </ul>
 
 Your key responsibilities:
 
 
 
 As an Operations Specialist, you will support the Private Banking business for Saudi Arabia &ndash; specifically the DSSA platform. The role holder will work closely with the local Front Office team (Business Heads, Relationship Managers (RM), Client Service Executives, Investment Manager), Compliance, Legal, Anti Financial Crime (AFC) and Business Management Team.
 
 
 <ul>
 <li>
 Support the Front Office throughout the complete new customer adoption process, coordinating, and reviewing of legal documentation, ensuring accurate account creation in DB systems, and participating in meetings to support complex account structures and Know Your Client requirements.
 </li>
 <li>
 Collaborate closely with the Front Office, COO, and relevant stakeholders to implement new products, support business growth, manage client data modifications, oversee account closures, and deliver best‑in‑class client service.
 </li>
 <li>
 Provide and oversee critical operational services enabling the delivery of innovative and complex financial products, ensuring compliance with all applicable regulations and internal policies, while proactively tracking operational progress and following up with RMs/IMs.
 </li>
 <li>
 Participate in the continuous assessment of onboarding and static data processes, recommending and implementing enhancements to improve efficiency, robustness, and overall operational quality.
 </li>
 <li>
 Advise on process exceptions and complexities, offering comprehensive expertise and ensuring effective alignment with operational and regulatory standards.
 </li>
 <li>
 Collaborate with offshore Wealth Management teams to ensure seamless service delivery and operational support across locations.
 </li>
 <li>
 Offer subject matter expertise and work with the Agile organization to implement projects.
 </li>
 <li>
 Take on additional responsibilities aligned with personal development, and performing any other tasks assigned by the team supervisor.
 
 
 
 </li>
 </ul>
 
 W
 
 
 hat we look for:
 
 
 
 <ul>
 <li>
 Motivated professional who like to work in a team, have excellent interpersonal skills and willingness to learn.
 </li>
 <li>
 You should not only be passionate about financial topics and the capital market but also have a strong interest in expanding your knowledge on Private Bank business.
 </li>
 <li>
 You can build on your outstanding academical achievements and benefit from working in a professional and diverse environment with some of the best minds in banking.
 
 
 
 </li>
 </ul>
 
 Your skills and experience:
 
 
 
 <ul>
 <li>
 Education: Bachelor degree in economic or financial a must - Master degree a plus.
 </li>
 <li>
 Language: Fluent English skills compulsory
 </li>
 <li>
 Experience: 3 to 5 years of experience ideally in Operations in an International Private Bank.
 </li>
 <li>
 MS Office Proficiency: Advanced skills in using Excel/PowerPoint/Word
 </li>
 <li>
 Communication Skills: Excellent written and verbal communication skills for interacting with diverse stakeholders.
 </li>
 <li>
 Interpersonal Skills: Ability to build relationships, work effectively in teams, and collaborate with others across different locations.
 </li>
 <li>
 Problem-Solving Skills: Ability to identify and solve problems, often under pressure.
 </li>
 <li>
 Time Management: Ability to prioritize tasks, manage time effectively, and meet deadlines.
 </li>
 <li>
 Adaptability: Willingness to learn new skills and adjust to changing priorities and situations.
 </li>
 <li>
 Analytical skills: Superior analytical skills (including data analysis) as well as being detail-oriented on both strategy and execution.
 
 
 
 </li>
 </ul>
 
 How we&rsquo;ll support you:
 
 
 
 <ul>
 <li>
 Flexible working to assist you balance your personal priorities
 </li>
 <li>
 Coaching and support from experts in your team
 </li>
 <li>
 A culture of continuous learning to aid progression
 </li>
 <li>
 A range of flexible benefits that you can tailor to suit your needs
 </li>
 <li>
 Training and development to help you excel in your career
 
 
 
 </li>
 </ul>
 
 About us and our teams:
 
 
 
 Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.
 
 
 
 Deutsche Bank &amp; Diversity
 
 
 
 Our values define the working environment we strive to create &ndash; diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
 
 
 We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
</div>

Private Bank – Operations Specialist, DSSA - Associate

Wells Fargo

<div>About this role: 
 
Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. 
 
In this role, you will:<ul><li>
Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function</li><li>
Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact</li><li>
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below</li></ul>
Required Qualifications:<ul><li>
6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
Successfully completed Securities Industry Essentials (SIE) exam or equivalent</li></ul>
Desired Qualifications:<ul><li>
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)</li><li>
State Variable, Life and Health insurance licenses</li><li>
Financial services experience</li><li>
Client services experience</li><li>
Experience developing and managing client relationships</li><li>
Sales or sales support experience</li><li>
A BS/BA degree or higher</li></ul>
Job Expectations:<ul><li>
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary</li><li>
US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required</li><li>
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.</li><li>
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</li><li>
This position is not eligible for Visa sponsorship.</li></ul>
Posting location: 
 
3550 Market St 
PHILADELPHIA, PA 19104 
 
Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws.
 
 
Posting End Date:
 
14 May 2026 
*Job posting may come down early due to volume of applicants.
 
 
We Value Equal Opportunity 
 
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 
 
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Associate Bank Financial Advisor

JPMorganChase

<div>JOB DESCRIPTION 
The ConnectWealth Program and Advisor Experience lead will play a pivotal role driving the execution of our flagship ConnectWealth program&mdash;a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions. In this high-impact role, you will lead both advisor engagement and platform deliverables for a specific line of business, combining strategic advisory leadership with program management excellence. You will be instrumental in fostering advisor engagement and accelerating adoption of the ConnectWealth platform, ensuring our technology transformation delivers tangible value and is embraced throughout the organization. This is a unique opportunity to drive meaningful change for thousands of advisors and their clients while orchestrating one of the industry&rsquo;s most significant technology advancements, championing engagement and adoption at every stage.
Key Responsibilities
Strategic Leadership &amp; Advisor Engagement<ul>
<li>Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction.</li>
<li>Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities.</li>
<li>Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption.</li></ul>
Program Management &amp; Delivery<ul>
<li>Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams.</li>
<li>Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes.</li>
<li>Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health.</li></ul>
Stakeholder Communication &amp; Alignment<ul>
<li>Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives.</li>
<li>Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making.</li>
<li>Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed.</li></ul>
Data-Driven Insights &amp; Continuous Improvement<ul>
<li>Drive data-driven decision making through robust metrics, KPIs, and program analytics.</li>
<li>Champion a culture of continuous improvement by identifying opportunities to optimize processes and enhance advisor experiences.</li>
<li>Partner with business and technology leaders to align transformation initiatives with strategic business objectives.</li></ul>
Required Qualifications
<ul><li>Bachelor's degree required</li>
<li>Minimum 6 years of experience in financial services, with deep expertise in wealth management or investment management</li>
<li>Demonstrated success driving advisor engagement and adoption initiatives</li>
<li>6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context</li>
<li>Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management</li>
<li>Strong technical acumen with experience in software development life cycle (SDLC), systems integration, and data management</li>
<li>Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)</li>
<li>Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making</li>
<li>Highly influential communicator with the ability to engage and align stakeholders at all levels</li>
<li>Proven ability to lead and motivate high-performing teams in a matrixed environment</li>
<li>Strong business acumen and understanding of wealth management products, operations, and technology</li></ul>
Preferred Qualifications:
<ul><li>Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g., Tableau, PowerBI)</li>
<li>Certified Scrum Master (CSM), SAFe Agilist (SA), or similar Agile certification</li>
<li>Prior experience leading PMOs for large-scale, enterprise-wide transformation programs in financial services</li>
<li>Demonstrated ability to innovate and drive process optimization in a fast-paced, dynamic environment</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><div>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.
<div>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&rsquo; and employees&rsquo; 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 &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

ConnectWealth NY | Program and Advisor Experience Lead (Vice President)

Bank of America

<div>Job Description:
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&rsquo;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.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees 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.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA&rsquo;s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We&rsquo;ll help you<ul><li>
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li><li>
Get training and one-on-one coaching from Academy managers who are invested in your success.</li><li>
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li><li>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li><li>
Build your network. Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li><li>
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li><li>
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li></ul>
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to<ul><li>
Unlimited potential for financial growth.</li><li>
A strong referral base from across the business through our relationship with one in every two households.</li><li>
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li><li>
Robust marketing support to reach wider audiences with greater appeal.</li><li>
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li><li>
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li></ul>
We&rsquo;re a culture that<ul><li>
Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li><li>
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li><li>
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</li><li>
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li></ul>
Required Qualifications:<ul><li>
Displays confidence working in a sales role</li><li>
Builds strong client relationships through effective communication and collaboration</li><li>
Displays a proactive mindset and effective time management</li><li>
Demonstrates a results-driven mindset and prioritizes client interests</li><li>
Identifies appropriate client solutions through application of learnings and new information</li><li>
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li></ul>
Desired Qualifications:<ul><li>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</li><li>
Learns and adapts to new technology or applications</li><li>
Executes multiple tasks simultaneously</li></ul> 
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Park Ave

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