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
exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: In this role, you will work on assignments that are
routine in nature where limited judgment is required within a geographic area, but not limited to one facility. Process a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments Balance cash drawer, counting currency and coin accurately Assist customers in determining the types of account that will meet their financial needs Open and process all types of deposit and loan accounts including complex retail products such as consumer loans, VISA merchant accounts, and small business loans Cross-sell other bank services and refers customers to other departments as appropriate Answer questions and/or resolves complex technical problems on customer
accounts Provide exceptional customer service Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position. About You: Cash handling experience Strong attention to detail and the ability to multi-task effectively Ability to understand and follow directions Ability to organize and prioritize work Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment Ability to maintain confidentiality, use tact and diplomacy; maintains professional dress and demeanor Demonstrated sales skills Valid drivers' license Completion of high school, vocational training, or equivalent Work Style: Umpqua Bank offers a Flexible Workplace Program and this opportunity comes with the Full Office work style which is working in office from a designated company location five days weekly.
Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 - $27.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location.
The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, age, interactionual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.
If you require an accommodation to complete the application or interview(s), please let us know by email: xyz X@ To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions.
Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
culture. Associate, Technology Investment Banking : San Francisco Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years.
Scotiabank's strong U. S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking and Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing,
mergers and acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious and metals.
We also cross: sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries We work together to drive ambition for every future Overview: The Associate will work with senior bankers across a variety of different transaction types and advisory assignments: mergers and acquisitions (both buyside and sellside),
public equity offerings, debt capital markets issuances and capital advisory projects.
As one of the fastest growing and most dynamic groups within the Bank, the Associate can expect to have numerous opportunities to demonstrate growth, initiative and intellect. With an increasing roster of highly experienced senior bankers, the tech team continues to innovate and drive additional topline revenue and net income for Scotiabank. If you are interested in a fast: paced, challenging but exciting environment, the Technology Banking team welcomes the opportunity to connect with you. Position Highlights: Associates in Technology Investment Banking enjoy a stimulating and challenging work environment in which they execute a broad range of transactions.
A high degree of responsibility is afforded to those demonstrating initiative and the desire to take on such responsibility. At the early stages of their career, Associates focus on client presentations, financial modeling, industry/company research and mentoring/supervising Analysts. As the individual's career progresses, Associates take on increased responsibilities on live transactions and participating in business development under the guidance of senior group members. Scotiabank brings new Associates in contact with senior team members and clients at the earliest possible stage, allowing them to gain experience in managing and cultivating relationships.
A significant amount of effort, diligence and initiative is required to properly execute assignments. The complexity of clients' financial requirements coupled with the intense competitiveness of the investment banking industry necessitates a full commitment to the task at hand. Standards are very high as most work is presented to senior executives at client firms and supervision is provided only to the extent that it is required. With a limited hierarchy of professionals and a small project team approach, Associates have ample opportunity for career growth and development.
On any given project, Associates will interact with other departments of the firm such as Corporate Banking, Equity Capital Markets, Glo
most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter
the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, , and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping
with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary San Rafael, CA $25.00 - $28.99 / hour
for the assistance in the execution of sales, products or service activities in coordination with the customer service team.
The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately backss risk when business
decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications: 0-2 years of relevant experience Previous banking, retail, or sales experience preferred Knowledge of Smart Banking tools and technologies NMLS registration; Safe Act compliant Consistently demonstrates clear and concise written and verbal communication skills Education: Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed.
Other job-related duties may be assigned as required. Good Faith Schedule- Subject to change based on business needs: Monday thru Friday 8:30am-5:30pm Employee's in a San Francisco City or County location and work a minimum of 8 hours per week, please click the below hyperlink for additional information on your rights pertaining to the Fair Chance Ordinance: sfgov. org/olse/sites/default/files/Document/FCO Poster Set All Languages.
pdf ---------- Job Family Group: Consumer Sales ---------- Job Family: Branch Sales ---------- Time Type: Full time ---------- Primary Location: San Francisco California United States ---------- Primary Location Salary Range: $61,280.00 - $85,520.00 ---------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries (" Citi" ) invite all qualified interested applicants to apply for career opportunities.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the " EEO is the Law " poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting Similar Jobs (3) Personal Banker SAFE Act - West Portal Branch- On Site locations San Francisco California United States time type Full time posted on Posted 25 Days Ago Personal Banker SAFE Act- Marina Branch- San Francisco- On-Site locations San Francisco California United States time type Full time posted on Posted 18 Days Ago Personal Banker SAFE Act- California Street Branch- On-Site locations San Francisco California United States time type Full time posted on Posted 18 Days Ago Click here to learn more about careers at Citi.
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for the negotiating, underwriting and coordinating the closing of a variety of major and complex corporate banking loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers.
What we are looking for: Compiles and analyzes market research data to develop recommendations regarding products and services focused on needs of target market. Engages in business development activities and solicitation of new business based on the target market. Calls and visits target customers to promote and sell Bank products and services to establish a new book of business. Develops and maintains customer data base including calls
and results on all new business relationships. Makes reports to superiors as required. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information.
Performs basic pre-qualification backssment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers all information necessary to present a financing request to senior management or Loan Committee for approval; meets with new/potential customers; visiting sites of loans; negotiates loan terms and conditions;
refers and recommends acceptance to the Chief Credit Officer or Loan Committee.
Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within the Relationship Manager's portfolio. Maintains a superior knowledge of financial industry status and trends. Recommends to senior management those products and services experiencing less than satisfactory performance. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena.
Qualifications: Bachelor's degree from a four-year college or university and seven (&) or more years of related experience and/or training; or a combination of experience and education. Work related experience must consist of a basic lending background including negotiating, underwriting and coordinating the closing of a variety of major and complex consumer, residential, equipment, SBA, commercial building and business loans; relationship development, experience in the financial services industry.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Knowledge and experience in financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas. Intermediate knowledge of Bank lending procedures, Bank policies and procedures, and the Bank's products and services.
Extensive knowledge in all facets of relationship management. Exceptional analytical skills. Intermediate skills in word processing and spreadsheet software (i. e. Microsoft Word, Excel, etc. ). Exceptional oral, written and interpersonal communication skills Exceptional organizational and time management skills. Compensation: Salary range for new hires is generally $162,321.00 - $200,464.00 for San Francisco, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.
Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation.
Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. Ameri Home Mortgage is a Western Alliance Bank company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, interaction, color, religion, age, nation origin, marital status, disability, protected veteran status, interactionual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email xyz X@ or call 602-386-xyz X. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. -- Western Alliance Bancorporation
Floating Cultural Holiday Medical, Dental, Vision, Life Insurance Flexible Schedules Parental Leave and Adoption Assistance programs Community Volunteer Opportunities" Top 50 Diversity Company" by Diversity Inc. Global 100 for Most Sustainable Corporations Position Responsibilities: Increase the bank profitability by providing high quality customer service and cultivating new business relationships while maintaining/protecting Comerica's business interest.
Manage customer relations and new business development with a periodic review of existing loan commitments. Act as the bank's agent with respect to advising the client as to proper loan structure. Negotiate acceptable terms
for the bank and customer simultaneously even when goals conflict. Sell the bank's credit and non-credit products, trust, commercial real estate and treasury management.
Accept special project assignments as assigned. Community Involvement. Position Qualifications Bachelor's Degree from an accredited university Completion of a Commercial Credit Training Program7 years of experience in commercial or private lending7 years managing a portfolio of clients7 years of experience financial sales San Francisco 3 Embarcadero8:00am - 5:00pm Monday - Friday%387008% %%finance%%
solutions by leveraging your deep knowledge of open banking principles and practices. This is an individual contributor role. If you are a doer and builder, this role is for you. Responsibilities:1. Provide strategic leadership and vision for the product management team, driving innovation and excellence in the development and management of payment solutions in the open banking ecosystem.2.
Collaborate with cross-functional teams, including engineering, operations, legal, compliance, and business stakeholders, to define and execute a comprehensive product roadmap for open banking-based payment offerings.3. Stay informed about the latest developments and regulatory requirements related
to open banking, ensuring that our products align with the principles and standards set forth by open banking initiatives.4. Conduct market research and analysis to identify customer needs, market trends, and opportunities for new payment products and features within the open banking space.5.
Define and prioritize product requirements based on customer feedback, market research, and business objectives, ensuring a user-centric approach.6. Lead the end-to-end product development process, including product ideation, concept development, requirements gathering, design, development, testing, and launch.7. Collaborate closely with the engineering team to ensure effective and timely execution
of product development plans, managing the product backlog and ensuring adherence to project timelines and quality standards.8.
Work closely with sales, marketing, and customer support teams to drive product adoption and provide effective product training and documentation.9. Monitor key performance indicators (KPIs) and conduct data analysis to evaluate product performance, identify areas for improvement, and make data-driven decisions.10. Stay informed about industry trends and competitive landscape in open banking payments, providing strategic insights to senior management and stakeholders. Requirements:1. Bachelor's degree in a relevant field such as Product Management, Business Administration, or a related discipline.
A Master's degree is preferred.2. Proven experience (8+ years) in product management or related roles within the payments industry, with a focus on open banking and associated technologies.3. Deep understanding of open banking principles, APIs, and regulatory requirements, with knowledge of industry standards such as FDX, PSD2, GDPR, and relevant regional regulations.4. Strong strategic thinking and ability to translate market insights into actionable product strategies.5. Excellent leadership skills with the ability to inspire and motivate cross-functional teams to achieve product goals and objectives.6.
Strong analytical skills, with the ability to leverage data to drive product decision-making and measure performance.7. Exceptional communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels of the organization.8. Proven track record of successfully launching and managing complex payment products, including experience with Agile methodologies.9. Strong business acumen and ability to align product strategies with overall business objectives.10. Passion for driving innovation and creating exceptional user experiences in the payments industry within the open banking landscape.
Join our dynamic team and lead the development of cutting-edge payment solutions in the open banking era. Apply now to contribute to shaping the future of payments with your expertise and vision. Base Compensation + Performance Bonus + Equity Base: $200,000 - $225,000 a year$200,000 - $225,000 a year #J-18808-Ljbffr
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. --- Bilingual Cantonese and/or Mandarin require You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
banking relationships with high-net-worth clients and prospects.
Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction.
Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. U. S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S. A. F. E. Act). This
position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement.
A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio
of high net worth clients with an objective of becoming their trusted advisor.
Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Partners with the leadership team on strategic direction and complex line-of-business projects.
Conducts independent analysis and backssment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes.
Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation.
Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations.
Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Compensation and Benefits: $110,000.00 - $157,050.00The base salary represents BMO Financial Group's hiring range for this position.
Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. Base salary is one component of BMO Financial Group's total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: .
We're here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http: //jobs. /us/en BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to interaction, gender identity, interactionual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Similar Jobs (3) Private Wealth Advisor Director locations 3 Locations posted on Posted Yesterday Senior Treasury Sales Consultant - Commercial Banking locations San Francisco, CA, USA time type Full time posted on Posted 30+ Days Ago Senior Lead Liquidity Relationship Manager - Emerging Middle Market locations 3 Locations time type Full time posted on Posted 7 Days Ago BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.
Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We're proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.
In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows. #J-18808-Ljbffr
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.
quantitative and analytical support for mergers, acquisitions, and other financial advisory services. Associates work closely with senior bankers during all stages of the transaction so they develop both the execution and client skills required to be an effective senior banker.
Job Functions: Create, maintain and review complex financial models and valuation analyses, including company three statement models, discounted cash flow analyses, trading comparables, precedent transactions, LBO analyses, merger models and transaction impact analyses Manage day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
Assist clients in due diligence by coordinating the information flow, supervising calls and meetings between the parties, as well as reviewing and analyzing company information Work independently, producing high quality deliverables such as descriptive memorandums, management presentations, Board materials and other presentation materials for use in M&A transactions or strategic client dialog Content creation in form of presentation slides for pitch materials to clients as well as refining client management presentations Leverage and coordinate the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners
in debt and equity capital markets and corporate finance advisory Provide leadership, mentorship, training and supervision to Analysts Qualifications: Bachelors' degree from a leading university; MBA is required for candidates that were not directly promoted, or pending promotion, from Analyst to Associate within a leading Investment Bank At least 3 full years of experience in Capital Markets, Investment Banking or a Corporate Finance related role (i.
e. pre-MBA, or equivalent level for direct Analyst promotes). Direct experience in execution of M&A transactions is highly preferred, but will consider candidates with experience in an industry coverage group, private equity or similar field Very strong financial modeling/valuation and analytical skills Thorough knowledge of corporate finance and accounting, as well as understanding of key structuring aspects related to M&A transactions Experience managing the day-to-day execution of different types of projects and processes Ability to comfortably interact with clients in a professional and mature manner Outstanding ethics, integrity and judgment Intellectual curiosity, strong work ethic and desire to learn Ability to work in a fast-paced environment, managing multiple projects with different deal teams Highly organized, detail oriented and proactive Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Excellent technology skills with superior Excel and Power Point skills and ability to quickly learn new software applications Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services.
Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices.
Our expertise spans many aspects of the technology landscape, including Enterprise Software and Infrastructure, Fin Tech, Healthcare IT, Internet+Digital Media, e Commerce, Consumer Software, AIo T & Industrial Technology and other key segments. Since inception, Union Square Advisors has advised on more than 160 strategic transactions, valued in excess of $115B. For more information, please visit http: //. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce.
In addition to a firm-wide vaccination and booster policy, these requirements may also include regular testing, mask wearing, social distancing and regular health checks. Requirements may change in the future with the evolving public health landscape. Union Square Advisors will consider accommodation requests. Salary Range 2nd Year Associate – $175,000 - $200,000Powered by Jazz HR
