Citi jobs in Washington, DC

The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities: * Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team * Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience * Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process * Provide the highest level of customer service and teamwork to our clients * Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications * Ensure all documentation received is current, accurate and complete. * Fulfill all requests in a timely manner * Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client * Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately * Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 2-4 years of relevant experience * Prior experience in wealth management or other financial services roles preferred * Ability to manage relationships both internal and external * Ability to multi-task * FINRA SIE, Series 7, Series 66 required (or obtained within 120 days) Education: * Bachelor's/University degree or equivalent experience * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Client Onboarding * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Washington District Of Columbia United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $72,800.00 - $109,200.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Nov 04, 2024 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting

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. 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. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Job Band: H7 Shift: 1st shift (United States of America) Hours Per Week: 37.5 Weekly Schedule: Referral Bonus Amount: 0 Pay Transparency details US - MD - Columbia - 10320 LITTLE PATUXENT PKWY - MERRILL LYNCH BUILDING (MD4935) Pay and benefits information Pay range $25.00 - $37.00 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. Benefits This 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. -->

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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 disciplinary action up to and including termination. Responsibilities: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth Understands and accesses the full breadth of resources across the bank to benefit clients or prospects Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. 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. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We'll help you: Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. Deliver advice through clientreviews/presentationswith confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs. As a Merrill FSA, you can look forward to: A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars. We're a culture that: Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum ofone yearexperience in the investments industry, including investment training and in-depth knowledge of investment products and services Self-starter who efficiently manages time and capacity Sets and accomplishes goals, achieving whatever you put your mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable engaging all clients Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment Likes to learn, adapts to new information and seeks the right solutions for clients Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong computer skills and the ability to multitask in a demanding environment Bachelor's degree, preferably in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Skills: Account Management Client Investments Management Client Management Client Solutions Advisory Relationship Building Advisory Business Development Fraud Management Pipeline Management Portfolio Management Client Experience Branding Issue Management Prospecting Referral Identification Sales Performance Management Job Band: H5 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0 Pay Transparency details US - DC - Washington - 1152 15th St Nw - 1152 15th Street Nw (DC8152), US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842) Pay and benefits information Pay range $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Benefits This 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. -->

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. Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. 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 Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 8000 Pay Transparency details US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842) Pay and benefits information Pay range $115,000.00 - $155,000.00 annualized salary, 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. Benefits This 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. -->

JobID: 210623908 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $118,750.00-$160,000.00; Seattle,WA $142,500.00-$190,000.00; New York,NY $142,500.00-$190,000.00; Jersey City,NJ $142,500.00-$190,000.00 Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management. As a Tech Risk & Controls Lead in Cybersecurity and Technology Controls, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards. You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards. By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business. Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape. Job responsibilities * Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations * Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals * Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work * Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance Required qualifications, capabilities, and skills * 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation * Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements * Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies * Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives Preferred qualifications, capabilities, and skills * CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred

Charlotte, North Carolina;Washington, District of Columbia; Tampa, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! The Global Financial Crime ("GFC") Executive I contributes to the direction and drives the development of enterprise-wide money laundering, economic sanctions, and fraud compliance and operational risk practices consistent with applicable laws, rules, regulations and regulatory guidance. The GFC Executive I serves as a trusted advisor to the Chief Compliance and Operational Risk ("C&OR") Officers of the Front Line Units ("FLU") and Control Functions ("CF") for the company and to the leaders of the FLUs and CFs directly. **Global Economic Sanctions (GES) Program Manager** contributes to the direction and drives the development of the enterprise-wide economic sanctions program consistent with applicable laws, rules, regulations, and regulatory guidance. The GES Program Manager serves as a trusted advisor to the Chief Compliance and Operational Risk ("C&OR") Officers of the Front Line Units ("FLU") and Control Functions ("CF") for the company and to the leaders of the FLUs and CFs directly. **Responsibilities:** + Directs and oversees the identification, mitigation, and reporting of risks related to financial crimes, to include risks of non-compliance with laws, rules, and regulations and the operational risks associated with people, processes, systems, and external events + Provides insight into the identification, aggregation, reporting, remediation and thematic analysis of front line unit/control function-owned issues and control enhancements related to financial crimes processes + Escalates and provide guidance into financial crimes risks through the appropriate governance routines, including management/board level committees + Monitors the external environment for regulatory change and provide updates to policies, processes, procedures, and internal controls + Directs and oversees the development and maintenance of a global coverage plan that defines the scope and risk-based focus of global financial crimes risk management activities **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. + Breaks down barriers to create a more inclusive environment that supports company D&I goals + Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations + Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success + Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization + Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance + Efficiently allocates and manages resources across the organization to drive short and long term profitability + Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs + Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage **Required Qualifications:** + 8+ years of executive level experience in AML/Sanctions compliance or equivalent + Experience with U.S., and ideally also with international, sanctions interpretation, due diligence, alert review, issue management, and regulatory engagement + Executive level and Board level communication experience + Experience interacting and problem solving effectively with business executives, counsel, and industry groups + Experience leading teams and initiatives **Skills:** + Regulatory Compliance + External Resource Management + Strategy Planning and Development + Change Management + Decision Making + Issue Management + Policies, Procedures, and Guidelines Management + Talent Development + Risk Management + Written Communications + Fraud Management + Investigation Management + Coaching + Inclusive Leadership **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 **Pay Transparency details** US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842) Pay and benefits information Pay range $190,000.00 - $325,000.00 annualized salary, 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. Benefits This 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. 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.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity. This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. Key Responsibilities in order of importance: * Perform assigned analysis of internal and external threats on information systems and predict future threat behavior * Incorporate threat actors' tactics, techniques, and procedures into offensive security testing * Perform assessments of the security, effectiveness, and practicality of multiple technology systems * Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. * Prepare and present detailed technical information for various media including documents, reports, and notifications * Provide clear and practical advice regarding managed risks * Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills Required Skills: * Minimum of 4 years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment * Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services * SQL injection/XSS attack without the use of tools * Experience performing manual code reviews for security relevant issues * Experience working with SAST tools to identify vulnerabilities * Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings * Experience performing manual web application assessments i.e., must be able to simulate a * Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) * Experience with vulnerability assessment tools and penetration testing techniques * Solid programming/debugging skills * Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map * Threat Analysis * Innovative Thinking * Technology Systems Assessment * Technical Documentation * Advisory Desired: * CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar * Strong programming/scripting skills This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CO - Denver - 1144 15th St - Denver Gis (CO9926), US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540), US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101), US - WA - Seattle - 401 Union St - Rainier Square (WA1510) Pay and benefits information Pay range $117,000.00 - $147,200.00 annualized salary, 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. Benefits This 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.

JobID: 210608766 JobSchedule: Full time JobShift: Day Base Pay/Salary: Washington,DC $133,000.00-$240,000.00; New York,NY $133,000.00-$240,000.00; Chicago,IL $123,500.00-$230,000.00; Denver,CO $123,500.00-$230,000.00: Seattle,WA $133,000.00-$240,000.00; Los Angeles,CA $133,000.00-$240,000.00 Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Vice President in the Risk Management - Multi-Family Underwriting team, you will leverage your credit training and previous experience with Fannie Mae and Freddie Mac multifamily loans to assess the creditworthiness of clients, properties, and markets for new loan originations. Job Responsibilities * Utilize advanced credit skills and knowledge of Fannie Mae and Freddie Mac Affordable and Conventional underwriting guidelines to independently author concise, thoughtful analysis of transactions using appropriate structure and identifying key risks * Work proactively with internal and external contacts to ensure efficient progression of new loan origination through the credit process * Analyze due diligence documents and third party reports and develop comprehensive understanding of collateral, cash flow, sponsor, and market risks * Conduct site visits in compliance with Fannie Mae and Freddie Mac standards * Lead complex transactions including credit facilities, portfolios, and Forward transactions * Train and mentor junior members of the Credit team * Contribute to platform infrastructure and processes through special projects Required qualifications, skills and capabilities * BS or advanced degree with business focus * Minimum of three plus years experience in commercial real estate which might include credit or structuring experience * Significant CRE Multifamily knowledge * Strong verbal, written, and interpersonal skills * Strong analytical and problem solving skills * Advance proficiency in Microsoft Excel and Word. * Experience with Fannie Mae and Freddie Mac applications Preferred qualifications, skills and capabilities * Completion of a major corporate or commercial bank credit training program * Experience in using CLOSER (Commercial Loan Origination Securitization Enterprise Reporting) system

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! Cyber Threat Intelligence (CTI) works with partners, both internal and external, to reduce risk to the firm and to the financial sector at large. Enterprise Engagement capability leads efforts to deliver quality intelligence support that empowers Lines of Business (LOB) to develop a proactive cybersecurity posture and bolster overall risk management. Enterprise Engagement coordinates efforts globally and works closely with other CTI functional teams including Strategic, Tactical, and Rapid Intelligence as part of a comprehensive threat intelligence program to protect the firm from threats that could impact brand, reputation, fraud, mobile, social media, internal lines of business and external customers. Role summary: The Cyber Threat Intelligence Enterprise Engagement Sr. Analyst (EEA) reports directly to the Cyber Threat Intelligence (CTI) Engagement Manager (EM). The EEA maintains an up-to-date understanding of the threats posed to BAC and our customers from nation-state and cybercriminal actors. The position requires the analyst to be able to independently monitor, identify, and track current or developing threats from a variety of threat actors. The EEA is responsible for managing collections requirements and drafting threat intelligence into briefing materials and communications. The analyst must demonstrate exceptional organizational and cross-functional communication skills to work closely with other elements of GIS and elsewhere to integrate information from across the Enterprise. The EEA works with partners internally to understand their intelligence needs, develop and deliver quality intelligence support that empowers their Line of Business. Works independently with assistance, direction and goal setting form the CTI engagement manager. Role responsibilities: * Support the global strategy for Enterprise Engagement with the goal of providing quality intelligence support to the Bank's lines of business. * Organizes, plans, identifies, develops, and maintains relationships with new and existing enterprise partners. * Facilitates two-way information sharing and active collaboration with enterprise partners. * Maintains a working knowledge of the broad cyber threat and geopolitical landscape to include an up-to-date understanding of the threats posed to the Bank from a variety of cyber threat actors. * Assists with identifying potential indicators or warnings of a changing threat environment. * Demonstrates exceptional organizational and cross-functional communication skills to work closely with other elements of GIS and elsewhere to integrate analysis from across the Enterprise. * Supports existing intelligence production and customer needs through the development of routine and bespoke intelligence products. * Ensures enterprise partners are aware of the firm's Standing and Priority Intelligence Requirements; works to develop similar requirements for individual lines of business. * Communicate complex topics effectively at all management levels of the organizations and educate and advise internal business and technical leaders regarding cyber threats and possible security solutions. * Present intelligence reports to internal customers, lines of business, senior leadership and others as needed. * Support operational aspects of CTI Collections Management program and coordinate with global staff and external vendors. * Support intelligence collections and production management functions, projects and activities. Required Skills: * Technical or information security certifications are a strong plus. * 5+ years experience in cyber threat intelligence. * 5+ years working in a 24x5 operational environment. * Experience working in a Security Operations or Fusion Center operation. Desired Skills: * Excellent organizational and analytical skills. * Bachelor's degree or higher-level education * Ability to communicate (verbal and written) with executives and stakeholders in non-technical terms while accurately encompassing risk, impact, likelihood, containment and remediation activities, and threat actor techniques, tactics and procedures. * Excellent written and verbal communication and presentation skills. * Ability to handle multiple work efforts in a fast-paced environment and to be able to quickly change direction as needed. * Strong influencing skills. * Ability to prioritize conflicting tasks. * Proven experience with cyber threat intelligence related activities. * Experience in an operations focused information security role. * Familiarity with cyber threat landscape, geopolitical issues that could have cyber impacts, security vulnerabilities, exploits, malware, digital forensics, network security vulnerabilities, exploits and attacks. * Ability to work in a strong team-oriented environment with a sense of urgency and resilience while being a self-starter and able to work independently. * Ability to work effectively with technical and non-technical business owners * JSM and TIP Experience is a plus Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540) Pay and benefits information Pay range $100,000.00 - $141,900.00 annualized salary, 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. Benefits This 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.

JobID: 210643502 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

The Ops Sup Lead Analyst is a senior level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Sup Lead Analyst serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes. Responsibilities: * Serve as technical authority for an area within the business providing advice and counsel related to the technology or operations of the business as well as provide operational assistance * Perform analysis to define problems, develop innovative solutions, streamline operational processes and expand Operations capabilities for new products and services * Communicate regularly with all Operations teams and departments * Maintain knowledge of Citi's operational procedures, best practices in business strategy and process/quality improvements in order to provide customized business solution recommendations to internal clients * Analyze existing operational processes and apply creativity to complex situations, as needed * Perform User Acceptance Testing and platform rollouts * Lead projects across multiple Operations areas, serving as an analytical and/or procedural expert and coach lower level team members on operational processes * Has the ability to operate with a limited level of direct supervision. * Can exercise independence of judgement and autonomy. * Acts as SME to senior stakeholders and /or other team members. * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 6-10 years of experience * Experience in developing risk management programs, identifying all significant processes, risks, and assessing key controls and monitoring associated with these significant processes * Self-motivated and detail oriented * Proven organization and time management skills * Demonstrated problem-solving and decision-making skills * Consistently demonstrates clear and concise written and verbal communication skills Education: * Bachelor's degree/University degree or equivalent experience * Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * Advance Financial Acumen * Good Business Acumen * Excellent Project Management and Organizational skills * ----------------------------------------------------- Job Family Group: Operations - Core * ----------------------------------------------------- Job Family: Operations Support * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Jacksonville Florida United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $93,440.00 - $140,160.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Apr 09, 2025 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Evaluation Engineer (Security Engineer II) will be a functional member of the bank's Product Transformation and Management team within Global Information Services (GIS). This position plays a critical role in supporting enterprise security engineering initiatives by driving and coordinating product evaluation efforts across various cybersecurity domains. This role is responsible for evaluating vendor technologies, designing, and executing test plans, and delivering actionable insights that enable data-driven product decision. The successful candidate will: * Conduct thorough market scans to identify emerging technology trends and products that align with stakeholder's strategic goals and requirements. * Design and execute proof of concept (POC) projects to assess the viability, performance, and potential impact of new technologies. * Drives complex technical information security evaluations to ensure on-time delivery. * Identifies and raises risks and potential vulnerabilities at all stages of the POC process. * Leverages knowledge of information security technologies, techniques, and processes while continuing to grow knowledge within one or more information security domains. * Identifies, defines, and documents system security requirements. * Works closely with a diverse set of stakeholders with varying priorities to debate and negotiate paths forward. * Prepare detailed evaluation reports and presentations to share findings and recommendations with stakeholders and senior management. Required Qualifications * Minimum of 5 years of professional experience within an information security technology, Cyber, operational, engineering or consulting team with good knowledge of the security controls and processes required within systems and networks. * Foundation in cybersecurity principles, with the ability to assess vendor solutions for compliance, threat exposure and control effectiveness. * Strong interpersonal skills to be able to communicate, influence and negotiate with senior stakeholders to obtain or leverage necessary resources. * Sharp analytical skills and a methodical approach to problem solving, enabling data-driven decision making in high stakes environment. Desired Qualifications * Excellent oral and written briefing skills with experience crafting evaluation reports, risk summaries, and executive ready documentation. * Good communicator able to deliver difficult messages and resolve issues with stakeholders. * Ability to initiate own work priorities and manage a portfolio independently. * Ability to identify, articulate and recommend mitigation measures for risks associated with vendor technologies, including operational, technical, regulatory, and reputational dimensions. * Evaluate and architect technology solutions that align with enterprise needs, scalability requirements and integration needs. Skills: * Collaboration * Influence * Result Orientation * Solution Design * Technical Strategy Development This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CO - Denver - 1144 15th St - Denver Gis (CO9926), US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540) Pay and benefits information Pay range $95,000.00 - $149,800.00 annualized salary, 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. Benefits This 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.

**About this role:** Wells Fargo is seeking a... **In this role, you will:** + Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required + Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities + Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs + Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines + Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication + Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements + Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process + Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Required Qualifications for Europe, Middle East & Africa only:** + Experience in sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** **Job Expectations:** + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 6 Aug 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-472104

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! This job is to develop, manage, and respond to all requests and initiatives that aid in the daily execution of the program assessments. These can include but are not limited to risk, regulatory or audit requests. Key responsibilities include managing the creation of rosters that adhere to the defined scopes and meets the needs of GIS leadership. Job should also ensure that the PAA program is aligned with enterprise standards and policies. Required Qualifications Responsibilities: * Manage rosters from creation to execution and reporting * Manage stakeholder relationships to ensure that proper mapping between processes occur * Respond to Audit, Regulatory and Risk related items for the team * Help define strategic objectives for the assessments and continue to evolve and mature them * Ensure questions are updated to meet enterprise standards as changes occur * Develop documentation that covers responsibilities and addresses systems utilized to execute these responsibilities Required Qualifications: * 7 years technology and cybersecurity background * Project management skills * Proficiency in MS office suite (e.g. Excel, Word, PPT) * Strong verbal and written communication skills with peers, subordinates and executive leadership * Attention to detail * Problem Solving Desired Qualifications: * Knowledge of internal Bank standards * Previous cybersecurity assessment experience * CISSP Certificate Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CO - Denver - 1144 15th St - Denver Gis (CO9926), US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540) Pay and benefits information Pay range $135,000.00 - $182,100.00 annualized salary, 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. Benefits This 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.

The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . Responsibilities: * Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) * Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. * Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture. * Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively. * Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions * Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals * Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work day * Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.) * Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.) * Take full ownership of clients' problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution * Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed * Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.) * Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members * Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi * Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing * Listens carefully to the client and willingly assists with any questions or problems the client has * Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed * Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well * Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience. * Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships * Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Qualifications: * 1-3 years relevant experience * Required Skills: * Experience with face-to-face customer service, digital engagement and basic sales/referrals * Open, client service orientation and desire to help customers is required * Sales experience desired * Excellent verbal and written communication skills * Analytical and problem solving skills * Basic computer and digital tools skills * Preferred Skills: Retail experience Education: * High School diploma or equivalent * ----------------------------------------------------- Job Family Group: Customer Service * ----------------------------------------------------- Job Family: Branch Service * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Washington District Of Columbia United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $47,510.00 - $61,990.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: May 27, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options. Job Responsibilities: * Build relationships with new clients with the goal of bringing in new bank and brokerage assets * Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills * Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments * Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research * Master referral opportunities to grow portfolio * Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) * Acquire new clients through converting referral leads * Manage client follow-up and adhere to all Regulatory and Compliance operating procedures * Ensure strict adherence to KYC/AML and other compliance norms * Partner with all roles on branch team to ensure all clients have a positive in-branch experience * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency * Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits Qualifications and Skills: * 5-8 years of experience serving in a financial advisory capacity * Experience in a proactive, successful sales and service role in the financial services industry * Strong analytical and financial skills * Strong verbal and written communication skills * Organized with strong attention to detail * Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred * Basic understanding of investment and financial planning strategies preferred * Must be a self-starter, problem solver and a goal-oriented team player able to work without direction * Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses * Group 1 Insurance License * This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures Education: * Bachelor's/University degree or equivalent experience * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Financial Planning Services * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Washington District Of Columbia United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: May 22, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

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 Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 8000 Pay Transparency details US - MD - North Bethesda - 11810 GRAND PARK AVE (MD9900) Pay and benefits information Pay range $115,000.00 - $155,000.00 annualized salary, 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. Benefits This 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. -->

JobID: 210604233 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $150,000.00-$250,000.00; New York,NY $150,000.00-$250,000.00; Chicago,IL $150,000.00-$250,000.00 Affordable Agency Multifamily Banker (DUS/Optigo) - Commercial Real Estate We are expanding our Commercial Bank's presence in Government-Sponsored Enterprises (GSE) Multifamily lending and are seeking an experienced commercial real estate sales professional to originate Affordable housing transaction with Fannie Mae DUS and other Affordable housing capital sources. This is a unique chance to contribute to the growth of a new business line within JPMorgan Chase's leading commercial real estate platform. Our Commercial Banking offers extensive industry knowledge, local expertise, global capabilities, and a comprehensive set of financial products and services to clients with annual revenue ranging from $20 million to $2 billion. As an Affordable Agency Multifamily Banker in the Commercial Real Estate team, you will have the opportunity to expand our presence in Government-Sponsored Enterprises (GSE) Multifamily lending. You will leverage your experience in originating Fannie Mae DUS and Freddie Mac Optigo loans to grow JPMC's Affordable Agency platform . You will use your extensive real estate knowledge and technical expertise to develop and grow our portfolio through prospecting and client relationship management. This is an extraordinary opportunity to make a significant impact in our organization and in the commercial real estate industry. Job Responsibilities * Originate Affordable loans for Fannie Mae DUS and other capital sources using your personal network and leveraging JPMC's relationships * Effectively communicate the advantages of Agency loan programs to clients and act as product champion internally for Agency lending products so that Conventional and Affordable relationship bankers can effectively serve their clients and leverage your team's expertise * Manage and execute Agency Multifamily transaction while working closely with partners in Risk, Finance, Servicing and Legal to grow the business responsibly and with operational excellence * Develop and grow portfolio through prospecting and client relationship management using extensive real estate knowledge and technical expertise * Screen opportunities by analyzing market data, property and clients financials, and work closely with the screening team to obtain preliminary loan information and provide initial loan sizing, pricing and terms * Partner with Marketing to develop a business plan to attract new customers and increase brand awareness, including professionally represent the Bank at industry related conferences and events * Engage and participate in ongoing strategic initiatives with Cross Line-of-Business partners including Treasury Services and Digital platforms Required qualifications, capabilities, and skills * Ideal candidate will have an existing book of clients and direct relationships with multifamily borrowers * Ten + years proven commercial multi-family real estate income property lending experience * Quantifiable sales/origination experience in Agency Affordable Multifamily loan production FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities: * Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments * Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events * Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. * Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports * Assist the Banker in deepening the existing client relationship through deep-dive analysis * Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker * Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. * Provide complete service support to client, including solving complex client inquiries * Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 6-10 years of experience * Knowledge of investments is required; banking and credit products desirable * Ability to manage relationships both internal and external; Ability to multi-task Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker Support * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Washington District Of Columbia United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $135,200.00 - $202,800.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Jun 13, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.