Location: San Francisco, CA
Company: Stifel
organization. The Director/Managing Director is responsible for Stifel's Fund Banking efforts on the West Coast with a specific focus on the Bay Area. In this role, you will have the opportunity to be a part of a growing team within Stifel Bank in California focused on building and developing relationships in the Venture and Private Equity communities.
The ideal candidate will be tasked with developing deep relationships with Venture and Private Equity firms, and be a trusted advisor to these firms. The role includes considerable cross-selling across Stifel's extensive financial services capabilities. Essential Duties & Responsibilities Develop, originate and maintain Fund Banking (FB)
business independently. Develop and maintain a network of Venture Capital and Private Equity firms. A high level of business development activity and relationship building will be expected.
Partner and cross-sell with peer departments at Stifel (Venture Banking, Investment Banking, Commercial Lending, Fixed Income, and Private Client) to identify and generate opportunities. Assist in recruiting, management, and coaching of Bank team members. Collaborate with the team to develop new products and strategies to meet the banking goals of the department. Partner with Portfolio Managers, Analysts and Risk Management to proactively manage and maintain desired credit quality. Strong underwriting
and deal structuring skills are critical. Maintain in-depth knowledge of the Technology and Healthcare ecosystems, Fund Banking industry, Venture Capital industry and Stifel's broad product offerings.
Qualifications Advanced knowledge of fund banking, portfolio management and regulatory requirements as it relates to our industry (OCC and FDIC). Effective communication skills (written and oral) to properly interact with prospective clients and their investors, Executive Management, and colleagues from Investment Bank, Equity Research, and Private Wealth Management functions. Strong team leadership skills with experience recruiting, coaching and developing talent pipeline.
Ability to identify the strengths and weaknesses of fund clients and prospects Education & Experience Bachelor's degree in Finance or related field or equivalent experience required. 5+ years of related experience required, 7+ years' related experience preferred. Base salary annualized range: $157,873.26-$236,809.88. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee.
Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit our Stifel Benefits website. About Stifel Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel's bank and trust companies are affirmative action and equal opportunity employers. All candidates will be considered without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law.
If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following posters: Know Your Rights and Pay Transparency. Stifel is an Equal Opportunity Employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c)
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
