Consumer Banking

Consumer Banking Finance Jobs

2 jobs found

3mo ago

Analytical Solutions Senior Associate - Consumer & Community Banking Finance

JPMorganChase Columbus, OH

Columbus, OH

3mo ago Closed

Full time Senior Accounting Banking

This position is no longer accepting applications (closed Jun 24, 2026).

Job Description

Columbus, Ohio based JPMorgan Chase offers a collaborative, growth‑oriented environment at the intersection of finance, technology and analytics. In this Analytics Solutions Senior Associate role within Consumer & Community Banking Finance, you will help ensure data integrity in Essbase cubes and deliver reliable month‑end and quarter‑end outcomes, partnering with Finance, Technology and business colleagues to strengthen controls and automate routine tasks. The role is onsite in Columbus and comes with a benefits package that supports health, finances and professional development.

Benefits

Health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Commission-based pay
Discretionary incentive compensation
Cash and/or forfeitable equity

Responsibilities

Manage Planning & Analysis stakeholders through monthly forecast and budget cycles
Deliver timely responses to stakeholder questions and committed deliverables
Maintain data integrity, accuracy, and consistency across Essbase cubes and submissions
Support core finance processes, including tax calculations, incentive compensation, and reconciliations
Troubleshoot cube and submission issues using structured analysis and sound judgment
Partner with Technology and cross-functional teams to define requirements, timelines, and deliverables
Identify automation and process improvement opportunities to increase efficiency and reduce errors
Update and enhance standard operating procedures to strengthen controls and execution
Write root cause analyses for issues and drive actions that prevent recurrence

Requirements

Formal training or certification on financial solutions architecture, business intelligence engineering, or related concepts, and 3+ years of applied experience
Bachelors degree in a relevant field like business administration or accounting
Knowledge of financial cube solutions (Essbase and/or other cloud-based OLAP solutions)
Working knowledge of Excel reporting add-ins (e.g., Smart View, Dodeca, Anaplan Excel add-in)
Strong data analysis skills, including interpreting results and troubleshooting data issues
Understanding of finance planning, budgeting, and reporting, including month-end and quarter-end cycles
Strong problem solving, critical thinking, and attention to detail with a control-oriented mindset
Ability to multitask effectively and deliver accurately in a fast-paced environment
Strong verbal and written communication skills with the ability to work with varied stakeholder groups

Technologies

Essbase
Smart View
Dodeca
Anaplan Excel add-in
Jira

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5mo ago

Senior Branch Premier Banker - Commerce Square

Wells Fargo Philadelphia, PA

Philadelphia, PA

5mo ago Closed

Full time Senior Affluent Affluent Banking

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

Wells Fargo is a leading financial services company dedicated to innovation, community empowerment, and helping customers achieve success. A meaningful career here includes robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. The organization has been recognized for career growth, ranking among the top three and as the #1 financial services employer in the United States on the 2025 LinkedIn Top Companies list. This opportunity is based in Philadelphia, PA.

About this role

We are seeking a Senior Branch Premier Banker (SAFE) within Consumer and Small Business Banking as part of Branch Banking. Upon completing required licensing and SAFE registration, the incumbent will transition to the Senior Branch Premier Banker (SAFE) role. The profile below provides a general sense of responsibilities; daily duties will vary by branch and by banker depending on factors such as experience, client mix, available banking services, and client needs.

What you will do

Proactively acquire new affluent consumer and small business customers, and deepen existing relationships through outreach and planned appointments.
Review and analyze moderately complex customer concerns for possible resolution using discretionary application of applicable resolution protocols.
Escalate banking related issues or business risks that require an in-depth evaluation.
Advise customers on various aspects of recommended and available financial options and services.
Maintain deep knowledge and understanding of Wells Fargo’s banking, credit, and investment financial solutions and services.
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to best meet the identified needs and goals, aligned with clients’ overall financial circumstances and objectives.
Understand and manage risks by adhering to policies, procedures, controls, and ensuring compliance with applicable laws and regulations.
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo options and services that will best meet customers’ financial needs and goals.
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to help customers succeed financially.
Exercise independent judgment and discretion in managing client relationships through regular meetings to review financial condition and goals, and provide advice on banking services and options to changing circumstances.
Be an active member of the branch team, including guiding other branch employees on developing relationships and managing moderately complex to complex client needs.
This SAFE position involves customer contact and duties that may include offering or negotiating terms and/or taking an application for a dwelling secured transaction. Compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations is required. Ongoing employment depends on meeting these requirements, including acceptable background investigations. Individuals in a SAFE role must also meet Loan Originator requirements under Regulation Z (LO) as described below.

Required Qualifications

4+ years of customer service experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
3+ years of experience recommending products and services.

Desired Qualifications

Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private banking.
Experience recommending financial services products and services; successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration.
State Insurance license(s).
3+ years of experience in a licensed financial services position.
Customer service focus with experience handling complex transactions across multiple systems.
Proficient in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Excellent verbal, written, and interpersonal communication skills.
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business.
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention.
Ability to follow policies, procedures, and regulations.
Ability to educate and connect customers to technology and share the value of self-service digital banking options.
Experience using strong business acumen to provide financial services consultation to small business customers.
Knowledge and understanding of financial services consumer lending products.
Ability to interact with integrity and professionalism with customers and employees.
High motivation with the ability to successfully meet team objectives while maintaining individual performance.
Experience mentoring and peer-coaching others.

Job Expectations

Ability to work a schedule that may include most Saturdays.
Adherence to Wells Fargo sales practices risk management culture.
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required.
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment.
State Insurance licenses are required for this role and must be completed within a specified period.
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance.
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) licenses is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fi

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Consumer Banking Finance Jobs

Analytical Solutions Senior Associate - Consumer & Community Banking Finance

Senior Branch Premier Banker - Commerce Square

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