Location: San Francisco, CA
Company: Northern Trust
financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Major Duties Responsible for developing new relationships and existing relationships. Identifies prospects and develops the marketing strategy for specific clients. Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment
and fiduciary. Applies knowledge of credit policy, banking products as well as risk management in serving clients. Responsible for “cold calling” on prospects with the ability to self-source new relationships.
Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management. Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement. Advises and consults with clients as it relates to Goals Driven
Wealth Management Generates leads through well established relationships with COI’s and cultivates a network of additional COI’s.
Carries out activities that are large in scope, cross-functional and technically difficult. Role is balanced between high level operational execution and development and execution of strategic direction of business function activities. Responsible for direct interaction with different committees and/or management Strategic in developing, implementing, and administering programs within functional areas. Solves complex problems. Knowledge Advanced knowledge of the banking industry, competition, and financing, usually acquired through formal education and experience is required.
Knowledge of investments, trust and financial consulting concepts is necessary to identify cross selling opportunities. Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network. Excellent oral and written communication skills are required. Highly flexible and adaptable to change. Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines. Qualifications 3 - 5 years’ experience in financial analysis and commercial credit required Business Development experience May lead small projects with manageable risks and resource requirements.
Salary Range: $130,000 - $180,000. Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits. Working With Us As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #Made For Greater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.
If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at xyz X@. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Banking jobs refer to employment opportunities within banks and financial institutions where individuals manage financial transactions, provide customer service, and support banking operations. These jobs vary from tellers, loan officers, and financial advisors to analytical roles like risk assessors and investment bankers. Key features of banking jobs often include a focus on customer service, attention to detail, regulatory compliance, numerical skills, and the handling of sensitive information. They can offer career progression, respectable salaries, and opportunities for both entry-level and experienced professionals.
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at. In this role, you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate
products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed 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, US: 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systeminteractionperience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needinteractionperience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed 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 backss 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 is not eligible for Visa sponsorship Posting Location(s): 1900 Union St. San Francisco, CA 94123-4205 Pay Ranges: San Francisco, California - Pay Range: $22.00 - $30.19 hourly Benefits: Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.
Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Pay Range $22.00 - $30.19 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 7 Jan 2024 Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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. PDN-9b03d425-e4a3-4bea-8d72-26500d7a0409
the financial needs of multiple Bay Area communities for over 52 years.
We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable.
We are committed to excellence in everything we do. We have openings for full-time Universal Banking Representative at our Sunset Branch in San Francisco. Primary responsibilities will be to provide basic teller services; process transactions accurately and efficiently in accordance with
established policies and procedures; identify customer needs and refer financial products and services; act as the Bank’s first contact to the customer; consistently seek to meet customer service standards; and ensure regulatory requirements, such as AML and BSA are adhered to.
Job Duties: Processes a variety of bank transactions within established guidelines, and cross-sells bank products and services to customers. Receive commercial and individual checking deposits by verifying cash endorsements and issuing receipts. Accepts checks for cashing after verifying endorsements, validity and funds. Process savings deposits and posts accordingly on passbooks; pays savings withdrawals after
verifying balance and signature. Receive loan payments, federal tax deposits, food coupons and bank-by-mail deposits.
Sell cashier's checks and money orders. Operate teller terminals to record deposits, " CASH-INS" and " CASH-OUTS" and make inquiries on accounts. Balance daily cash and prepares teller sheet. Maintain maximum security over all cash on hand. Assist customers with safe deposit boxes following appropriate safety and security procedures. Handle wire remittance transfer requests within established guidelines. Respond to customer transactions and inquiries such as collections and exchanges. Language: Mandarin or Cantonese (Required) Min.
6 mos cash handling experience preferred. We will provide training. Previous retail branch operations experience are a plus. We offer competitive salaries and comprehensive benefits. Branch hours: M – F; and Saturdays. No walk-ins. No phone calls. Candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law. Email resume to: xyz X@ Visit our website at: for additional information. Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer.
Job Type: Full-time Pay: $20.00 - $22.00 per hour Benefits: 401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid sick time Paid time off Tuition reimbursement Vision insurance Experience level: No experience needed Schedule: Monday to Friday Weekends as needed Work Location: In person
to providing the highest level of personal service to our customers; we take a personal interest in our communities' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable.
We are committed to excellence in everything we do. We are currently seeking a seasoned Banking Services Specialist (Personal Banker). Ideal candidate will have a successful audit record for managing the daily operations-oriented functions at a retail branch; demonstrated track record in managing teller operations and new accounts, and possess thorough knowledge of bank compliance rules and regulations.
Requires minimum 4-5 years’ experience in bank operations. Essential Duties include, but are not limited to: 1. Provide support and overrides to teller lines.
2. Assists in training Universal Banking Representatives in operational duties. 3. Open new accounts with customers, cross-sell and respond to inquiries about account types and services. 4. Submit new accounts for review in a timely manner and follows up on any required corrections. 5. Perform maintenance on customer accounts and follows bank procedures on record-keeping for new accounts. 6. Handle customer complaints and inquiries in a professional and timely manner, referring to internal resources as necessary. 7. Coordinate with
BM to meet branch goals by promoting bank products and services to customers when appropriate.
8. Assists BM in ensuring the branch maintains maximum operational efficiency and security, and compliance with all bank policy and procedures along with applicable laws and banking regulations. 9. Prepare weekly, monthly, and quarterly reports in a timely and accurate manner. 10. Assists in keeping branch security system in good working order and updates staff about security procedures and policies, including maintaining the proper levels of working cash and cash reserves. Bilingual: Cantonese or Mandarin Speaking Preferred Email resume to: xyz X@ Visit our website at: for additional information.
Candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law. Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer. Job Type: Full-time Pay: $22.00 - $25.00 per hour Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid sick time Paid time off Vision insurance Experience level: 4 years Schedule: 8 hour shift Monday to Friday Weekends as needed People with a criminal record are encouraged to apply Work Location: In person
