Jobs in United States, Florida, Hialeah

Responsibilities:

• Guide Clients through onboarding and setup from start to finish
• Be main point of contact for clients during set up
• Handle process breaks by investigating root causes and driving solutions
• Manage multiple client projects, keeping deliverables and timelines on track
• Identify risk early and escalate to Leaders when needed
• Works closely with stakeholders to meet client needs

Required Qualification:

• Minimum of 2 years experience working in client facing role preferably in financial services industry.

• Mist be presentable, confident and client focused.

• Prior client facing experience or ability to conduct discussions with clients in a confident manner.

• Excellent communications skills and ability to present to an audience.
• Ability to work under pressure in a team environment.
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
• Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.
• Strong problem -solving, organization, and client relationship skills.
• Flexibility to work on US holidays and support clients in multiple time zones.

Desired Qualifications:

•Bilingual in Spanish & English (Fluent) HIGHLY DEISRED.

•Bilingual in Portuguese & English (Fluent) HIGHLY DEISRED.

• Knowledge of Treasury Products.

• 5+ years working with clients in the financial sector.
• Experience working with documentation such as treasury forms, signature cards, client’s legal documentation.

Other Qualifications:

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
• Excels in working among diverse viewpoints to determine the best path forward
• Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

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 your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you:

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

• Get training and one-on-one coaching from Academy managers who are invested in your success.

• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

• Aptitude in obtaining required industry licenses.

• Must be self-disciplined in managing time and capacity.

• Experience in cultivating client relationships, accessing needs and recommending solutions.

• Success creating strong peer relationships through effective communication and collaboration.

• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

• Executes multiple tasks simultaneously.

• Learns and adapts to new technology or applications.

Desired Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE)

• Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

Skills:

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management

This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing.

Line of Business Job Description:

The Operations Analyst is responsible for evaluating and testing established operational procedures to ensure quality and compliance with company standards, regulatory requirements, and best practices. This role involves identifying gaps, reporting test results, recommending improvements, and maintaining documentation to support continuous process excellence and optimization. The role directly supports the Global Banknotes line of business within the Cash & Transportation division.

Responsibilities:

• Assists with coordination of implementation for products, services, and operational solutions

• Supports the design, documentation, implementation, and monitoring of new products and services

• Provides guidance regarding procedural, technical, and operational changes

• Expands business products knowledge within operations environment

• Builds network by developing relationships with partners and teammates

• Inspects data to identify issues and trends

• Collects and interprets data to validate operational processes

• Conduct quality testing and validation of established procedures across operational workflows.
• Review process/documentation for accuracy, completeness, and compliance with internal and external standards.
• Perform audits and inspections to verify adherence to approved procedures and guidelines.
• Identify deviations, risks, and areas for improvement; document findings, report accordingly and propose corrective actions.
• Collaborate with test of control team members/cross-functional teams to ensure quality standards are met.
• Maintain detailed records of testing results, audit reports, and corrective actions.
• Support training initiatives by providing feedback on procedural clarity and effectiveness.
• Ensure compliance with industry regulations, laws, company policies, and quality management systems.
• Execute reporting deliverables within established timeframes (monthly, quarterly, annually, etc.).
• Participate in quality assurance call listening sessions.

Required Qualifications:

• 2–4 years of experience in quality assurance, process auditing, or compliance testing.

• Strong understanding of quality control principles, process documentation, and regulatory standards.

• Proficiency in data analysis and reporting tools (Example: Excel, Tableau).

• Excellent attention to detail and problem-solving skills.

• Strong communication and collaboration abilities.

• Strong organizational and time management abilities.

• Easily adapts to, and supports, change

Desired Qualifications:

• Experience with quality assurance standards.

• Knowledge of risk assessment and mitigation strategies.

Skills:

• Attention to Detail

• Customer and Client Focus

• Monitoring, Surveillance, and Testing

• Process Performance Management

• Research

• Adaptability

• Business Analytics

• Critical Thinking

• Reporting

• Written Communications

• Data Management

• Policies, Procedures, and Guidelines Management

• Process Design

• Process Effectiveness

• Strategic Thinking

For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

Job Description:

Job Description:
This job is responsible for defining an architectural vision and solution that supports the strategic outcomes of the Business' Products and Services. Key responsibilities include defining the target operating environment, designing for client resiliency, assisting with solution design, and defining non-functional requirements. Job expectations include working with stakeholders and service providers aligned to the Business' strategic objectives, evaluating the impact of strategic design decisions, and contributing to the architecture roadmap.

Bank of America is currently seeking a Senior Architect to evolve strategy for providing secure, reliable and innovative payment solutions to our healthcare clients. The Sr. Architect works to deliver high-quality cloud solutions and helps drive a strong DevOps culture. Leading the team, you will be responsible for the architecture, development, deployment, and operations of our cloud infrastructure. You will be expected to share the on-call duty with the rest of the DevOps and engineering teams. Working closely with our Development teams you will be a champion of DevOps best practices including CI/CD, Infrastructure as code, containerization, microservice architecture, automated testing, and security.

Responsibilities:

• Works across the business, operations and technology to create the solution intent and architectural vision for complex solutions and prioritize functional and non-functional requirements into a technology backlog to enable the technology roadmap and functionality to support evolving capabilities and services
• Contributes to the creation of the architecture roadmap of defined domains (Business, Application, Data, and Technology) in support of the product roadmap and the development of best practices including standardized templates
• Clarifies the architecture, assists with system design to support implementation, and provides solution options to resolve any architectural impediments
• Facilitates solution driven discussions, leads the design of complex architectures, and finds creative solutions through knowledge of domain, practical experiments, and proof of concepts while ensuring architecture is flexible, modular, and adaptable
• Educates team members on the technology practices, standardization strategies, and best practices to create innovative solutions
• Supports the team as needed to select the technology stack required for solutions and helps select preferred technology products
• Performs design and code reviews to ensure all non-functional requirements are sufficiently met (for example, security, performance, maintainability, scalability, usability, and reliability)
• Collaborate with Developers to build a world-class infrastructure that can meet our customer’s security and uptime requirements
• Drive the development of our developer and CI/CD processes to improve our developer agility and code quality
• Manage mission-critical cloud-based production systems; proactively take action if/when systems are down or there are interruptions in service; root cause and implement corrective actions to build long-term customer loyalty
• Help create and evolve our operational processes
• Help to identify emerging technologies that can enhance our offering to our customers
• Be passionate about automation, quality, reliability, and scalability
• Design and manage highly scalable/available Cloud Infrastructure
• Working with version control tools such as Bitbucket or Github
• Perform Patch management tasks include: maintaining current knowledge of available patches, deciding what patches are appropriate for particular systems, ensuring that patches are installed properly, testing systems after installation, and documenting all associated procedures.
• Recommend and implement system enhancements that will improve the performance and reliability of the system including installing, upgrading/patching, monitoring, problem resolution, and configuration management.
• Test new releases of products to ensure compatibility and minimize user impact.
• Develop and document technical processes and procedures as needed. Provide technical assistance and support for incoming queries and issues related to computer systems, software, and hardware.

Required Qualifications:

• Minimum 4-8+ years in Cloud Technologies preferably AWS
• Minimum 4-8+ years of experience with deployment orchestration systems such as Kubernetes, ECS, and Elastic Beanstalk
• Knowledge of AWS and its associated technologies, both from DevOps and CloudOps perspective
• Knowledge of Amazon ECS Cloud instances and configuration
• Minimum 4-8+ years of experience working with CI/CD tools such as CircleCI or Jenkins
• Minimum 4-8+ years of experience with Docker and Docker-Compose
• Minimum 4-8+ years with configuration management and automation tools (e.g., Puppet, Ansible, Chef, CloudFormation, SaltStack, Terraform)
• Strong Linux system administration experience
• Strong programming experience in at least one language (python, node, java, go, c/c++, ruby)
• Experience with logging and monitoring tools such as ELK, DataDog or NewRelic, LogEntries, SumoLogic, etc.
• Experience with Incident Management and crisis management
• Strong written and verbal communication skills

Desired Qualifications:

• Extensive knowledge of Terraform and infrastructure as code
• Extensive knowledge of CI/CD tools and configuration of build and release pipelines

Skills:

• Analytical Thinking
• Architecture
• Result Orientation
• Solution Design
• Technical Strategy Development
• Application Development
• Collaboration
• Data Management
• DevOps Practices
• Risk Management
• Agile Practices
• Automation
• Influence
• Solution Delivery Process
• Test Engineering

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

• Conduct 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 them with 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 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 our clients throughout the origination process

• Stay informed of mortgage industry trends and developments in the assigned market and 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, or education

Desired Qualifications:

• 2+ years of mortgage retail sales experience

• Expertise of general lending products and overall mortgage industry experience

• Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources

• Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market

• Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs

• FHA/VA & conventional loan experience is preferred

• Knowledge and understanding of sales prospecting and generating referrals

• Experience with educating clients on various mortgage purchase programs

• Experience developing and cultivating professional relationships

• Customer service experience

• Basic Microsoft Office skills

• Excellent verbal, written, and interpersonal communication skills

• Ability to provide leadership by coaching, training, and mentoring

• Bilingual speaking proficiency in Spanish/English preferred

Job Expectations:

• Willingness to travel

• Reliable transportation

• Ability to work nights, weekends, or holidays as needed or scheduled

• 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

• 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(http://fedregistry.nationwidelicensingsystem.org)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

Location(s):

• Hialeah-1225 W 68TH St, Hialeah FL 33014

• Mid Beach- 6870 Collins Ave, Miami Beach FL 33141

• Doral Commons- 7520 NW 104th Ave, Doral FL 33178

• Liberty City- Edison Marketplace- 641 NW 62nd St, Miami FL 33150

• Seventh Avenue- 9301 NW 7th Ave, Miami FL 33150

• Westland- 1900 W 49th St., Hialeah FL 33012

• West Gables- 5880 Bird Bd, Miami FL 33155

• Miami Lakes- 15615 NW 67th Ave, Miami Lakes FL 33014

• Miami Springs- 4299 NW 36th St., Miami Springs FL 33166

• Pinecrest- 11765 S Dixie Hwy, Miami FL 33156

• Cutler Bay- 17401 SW 97th Ave, Miami FL 33157

• Beacon Center- 1700 NW 87th Ave, Doral FL 33172

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Profile:

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.

Job responsibilities

• Coaches and mentors the branch team by providing training on products and services.
• Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
• Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
• Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
• Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances

Required qualifications, capabilities, and skills

• Minimum three years of mortgage lending and proven sales experience in retail banking
• Knowledge of real estate market in local area
• Excellent written and oral communication skills
• Knowledge of FHA, VA, FNMA, and FHLMC guidelines

Preferred qualifications, capabilities, and skills

• FHA/VA sales experience
• Marketing, promoting, relationship building, and consulting skills
• Intermediate PC skills in a Windows environment
• Bachelor's degree or equivalent work experience in sales and/or real estate

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: