210 Banking Management jobs in the United States
Wealth Management Banking Specialist
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Wealth Management Banking Specialist
Louisville, Kentucky
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Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill'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
Client Service Representative - Wealth Management Banking & Brokerage
Posted 2 days ago
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Location : 9000 Southside Blvd BLDG 400, Jacksonville, FL 32256
Pay Rate : $21/hour, paid weekly
Training Hours : Monday - Friday, 9:00 AM - 5:30 PM EST. Training will be conducted on-site in a virtual setting.
Post-Training Shifts : TBD
Start Date : ASAP, pending onboarding completion
Contract : Initial 12-month contract
Contract Extension or Conversion to FTE: Based on performance, attendance, and business needs
Access to Health Benefits
Department Overview
The Wealth Management Client Services - Banking & Brokerage Department supports high-net-worth clients with inbound inquiries related to their *** banking products and brokerage investment accounts. These clients are typically aligned with a dedicated Financial Advisor. Common inquiries include
Banking Operations Processor
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Job Description
Operations Processor
Job Brief
At ClearPoint, you are given the opportunity to do meaningful work aligned with your strengths, in an environment where you have a voice, are encouraged to collaborate with others, and ultimately have the chance to create your own career path.
This is a cross trained, cross-functional position that provides production support to multiple groups in providing exceptional customer service to our customers and the families they serve. In this role, you execute a variety of standardized tasks within multiple operational systems, such as functions related to transaction processing, data entry, archiving, researching and client interaction over the phone or email. You will research abnormalities and be empowered to resolve reconciliation items. You will have the opportunity to recommend, test and implement process improvements. As a cross trained member of the Operations team, you may need to pivot to support ops processing as determined by resourcing levels, demand and SLA’s. You will need to be comfortable in shifting gears and switching up work quickly. Based in our Batesville, Indiana office, you will work closely with members of the ClearPoint team.
RESPONSIBILITIES :
- Perform daily operations functions including new business entry,
Banking Physical Security Systems & Case Management Project Manager
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Job Description
Kelaca is looking for a Banking Physical Security Systems & Case Management Project Manager for our client partner in Raleigh, NC . You will own security system projects from design to closeout. You will scope, plan, and deliver access control, video surveillance, intrusion alarms, and related infrastructure for branches and corporate offices. You will coordinate architects, GCs, vendors, and internal stakeholders to keep scope, schedule, and budget on track, then lead commissioning, testing, and handover.
What You’ll Do
- Design, plan, coordinate, and implement access control, video surveillance, and alarm systems for branch and office projects.
- Conduct site surveys and create system designs, device layouts, and bills of materials.
- Review drawings, specs, and submittals for accuracy and alignment to requirements.
- Track schedules, budgets, risks, and deliverables, escalate issues early, and drive resolution.
- Coordinate vendors, installers, and internal teams to maintain timelines and quality.
- Maintain project documentation, progress logs, and concise status reports for stakeholders.
- Ensure compliance with enterprise security standards, codes, and best practices.
- Lead or support commissioning, integrated testing, punch lists, training, and final handover.
You Have
- 4+ years in physical security systems project management or security systems engineering.
- Hands-on experience with access control, VMS, and intrusion platforms. Examples: LenelS2, Genetec, OnGuard, Avigilon, Milestone, Brivo, DMP, Bosch, Honeywell.
- Ability to read construction drawings, create device layouts, and review submittals.
- Strong vendor management, scheduling, and budget tracking skills.
- Familiarity with cabling infrastructure, low-voltage standards, and construction site safety.
- Clear written and verbal communication, strong stakeholder management, and issue escalation discipline.
Nice to Have
- Financial institution or multi-site retail project experience.
- Certifications such as PSP, PMP, NICET, or manufacturer credentials.
- Experience with case or project management tools and basic cost control.
Success Metrics
- Projects delivered on time and within budget.
- Zero critical audit findings or code compliance issues.
- First-time pass rate for commissioning and integrated testing.
- Clear, timely status reporting and stakeholder satisfaction.
Travel: Regional branch and office visits as needed
Kelaca is an Equal Opportunity Employer and does not discriminate in employment based on age, disability, national origin, race, color, religion, protected veteran status, genetic information, gender, sex, gender identity, sexual orientation, pregnancy, or other non-merit factor.
Treasury Management Municipal Banking Support Spec
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Job Description
Overview
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community
Branch Management Program
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Job Description
American Heritage Credit Union, a $5+ billion credit union is looking for a candidate for our Branch Management Program. This program is designed to prepare individuals for management level positions by giving the candidate the opportunity to learn and grow in the following areas:
- Exposure to decision-making and leadership styles of managers
- Exposure to organizational knowledge
- Development of new skills such as leadership, employee relations, sales & service growth & development, communication skills, conflict management, team building, strategic management, etc.
In addition to developing a candidate for this program, the credit union is making a visible commitment to retaining future leaders and maintaining a motivated and effective workplace.
DUTIES
- Thorough knowledge of all credit union products, policies, procedures, and branch services.
- Professional, well-developed interpersonal skills necessary for supervising staff and servicing credit union members, staff, and clients.
- Responsible for adhering to and coaching to policies/procedures including, but not limited to, cash management, security, lending, federal regulations, and Human Resources.
- Ability to coach staff to be highly motivated, well trained, skilled in sales, and proficient in the delivery of Whale done service while maintaining a Cross-Selling environment within the branch.
- Assist in training employees and providing input for evaluating employee job performance.
- Develop, maintain, and expand relationships with all levels of the organization and within our existing Workplace Partners (WPP) if applicable.
- Ability to analyze, identify and interpret member's problems, questions and needs. Provide information on a product/service that will meet or exceed member expectations.
QUALIFICATIONS
- Must have a college degree or be currently enrolled in an accredited university with a minimum of 50 completed credits (*Copies of your current transcripts are required if currently enrolled.)
- Must have an advanced working knowledge of Microsoft Office applications (Word, Excel, Outlook). Working knowledge of ADP Workforce Now, Symitar and Meridian Link preferred.
- Must obtain FICEP certification.
- Must demonstrate exceptional leadership abilities, initiative, engaging personality & an eagerness to motivate self and others.
- Must be willing to work late nights and Saturdays and be flexible to travel to any branch and/or department within the Credit Union (Center City and Suburbs included.)
To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
Financial Management Consultant
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Job Description
Job Description: The selected candidate will work as a Financial Management Consultant supporting Army clients at Thompson Gray. Responsibilities include supporting the U.S. Army's Financial Improvement and Audit Readiness (FIAR) goals, with a focus on audit remediation, internal control evaluation, and process improvement. This role will directly contribute to the Army's ongoing Financial Improvement Plan (FIP) by driving execution of corrective actions, enhancing internal control frameworks, and supporting financial audit transformation efforts across Army organizations. The position requires a proactive team member who can interface effectively with Army stakeholders, provide analytic support, and contribute to the success of enterprise-wide financial improvement initiatives.
Full-Time/Part-Time: Full-Time
Worksite details: National Capital Region (NCR), Fayetteville, NC, San Antonio, TX and Other Remote Locations
Duties will include:Support U.S. Army clients with financial improvement and audit readiness activities in alignment with the Army's Financial Improvement and Audit Remediation (FIAR) guidance and Office of the Under Secretary of Defense (Comptroller) policies.
Conduct internal control assessments and implement improvements to support compliance with OMB Circular A- 123, DoDI , and Army financial reporting objectives.
Assist with the identification and remediation of material weaknesses and Notice of Findings and Recommendations (NFRs) issued by external auditors.
Develop and track Corrective Action Plans (CAPs) and support the implementation of Test of Design (ToD) and Test of Operating Effectiveness (ToE) procedures.
Analyze and improve Army financial business processes to enhance auditability and reduce risk to unmodified opinions.
Coordinate Army site visit planning, document walkthroughs, and testing logistics with Army stakeholders and external auditors.
Evaluate and validate Key Supporting Documentation (KSDs) and audit artifacts to meet Army FIAR standards and meet deadlines.
Support policy analysis by identifying regulatory inconsistencies and recommending updates to Army financial management guidance.
Utilize Army financial systems and tools (e.g., GFEBS, LMP) as required for audit testing and financial data validation.
Participate in working groups, strategy sessions, and governance forums supporting Army FIAR transformation.
Position Requirements:Bachelor's Degree in Accounting, Finance, Information Technology, Business Management/Administration, Mathematics, Statistics, Computer Science, Data Science or field directly related to the position (if the individual did not receive a Bachelor's in one of these fields but received a Master's Degree in Accounting, Finance, Information Systems, Business Management/Administration, Mathematics, Statistics, Computer Science, Data Science, then the Master's may serve in place of the Bachelor's degree);
One (1) year of experience with Federal financial management. The Government will consider commercial experience in lieu of federal financial management.
Active minimum DoD SECRET Clearance is required. Candidate must be able to possess an interim SECRET clearance to be considered.
Intermediate to advanced proficiency in the use of Microsoft Office Suites (especially Excel, PowerPoint, and Word) preferred
Well-developed and professional interpersonal skills
Ability to own work product development and demonstrate initiative and accountability for assigned task areas, effectively coordinating with team members and across various organizations.
Ability to interact effectively with people at all organizational levels of the firm and client.
Excellent verbal and written communication skills; detail oriented.
Ability to work independently within a team environment and with a customer service focus.
Strong organizational skills with ability to multi-task in a fast-paced, deadline-driven environment.
Budgeted Salary for this position is between $45,000-$65,000.
Why join Thompson Gray?Thompson Gray is a multi-year winner of the Huntsville/Madison County Chamber Best Places to Work, recognized for our exceptional company culture that values employees and customers alike.
Here's what makes Thompson Gray special:
Competitive pay based on your qualifications Excellent benefits, including:
Health, Dental, Vision, Life, Short-Term and Long-Term Disability insurance 401(k) plan with employer match
Additional perks:
TG Swag - receive company-branded items during onboarding and seasonal shipments to your home Dependent Scholarship Program - supporting the education of employees' children
Tuition Assistance for furthering your own education Professional Development opportunities
Generous time-off policies, including 18 days of paid time off, 10 Federal Holidays, and flexible scheduling Annual donation to the charity of your choice
Regular team-building events, such as lunches, after-hours gatherings, seasonal family-friendly events, and our memorable annual holiday party
Join Thompson Gray and become part of a dynamic team committed to excellence, innovation, and community
Thompson Gray is an Equal Opportunity Employer and VEVRAA Federal Contractor. This contractor and subcontractor shall abide by the requirements of 41 CFR 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, gender identity, sexual orientation or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, gender identity, sexual orientation national origin, protected veteran status or disability. Thompson Gray, Inc. welcomes minority and veteran applicants.
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Project Management Specialist - Finance, Accounting, & Banking Operations
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Job Title : Project Management Specialist - Finance, Accounting, & Banking Operations
This position is an on-site assignment.
Summary :
The Project Management Specialist plays a key role in operational and planning support for Transpecos Banks (TPB) projects, technology implementations, and process / procedure improvement initiatives. This is a hands-on project management person who will work with operations teams, project management office, and others to ensure timely and effective implementations.
Wage Type : Salaried Exempt
Essential Duties & Responsibilities:
To perform this job successfully, an individual must be able to perform each of the essential duties satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Provide operational and planning support for Transpecos Banks' portfolio of transformational projects, technology implementations, and process / procedure improvement initiatives. Work with
Product Management Senior Associate, Commercial Banking
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Product Management at Capital One is a booming, vibrant craft that requires reimagining the status quo, finding value creation opportunities, and driving innovative and sustainable customer experiences through technology. We believe our portfolio of businesses and investments in growth and transformation will result in a company with the scale, brand, capabilities, talent, and values to succeed as the digital revolution transforms our society and our industry.
As part of the Product Management - Commercial Banking team, you will:
Deliver products to support the strategy and operations for a Top 10 Commercial
Product Management Senior Associate, Commercial Banking
Posted 1 day ago
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Product Management Senior Associate, Commercial Banking
Product Management at Capital One is a booming, vibrant craft that requires reimagining the status quo, finding value creation opportunities, and driving innovative and sustainable customer experiences through technology. We believe our portfolio of businesses and investments in growth and transformation will result in a company with the scale, brand, capabilities, talent, and values to succeed as the digital revolution transforms our society and our industry.
As part of the Product Management - Commercial Banking team, you will:
Deliver products to support the strategy and operations for a Top 10 Commercial