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Job Description Loan Mortgage Professionals! We are hiring! Mortgage Banker currently lending in 40 states nationwide. Must have mortgage experience: Seeking Licensed Mortgage Loan Professionals who are responsible for developing new business, structuring, and closing loans, as well as maintaining and servicing an existing portfolio. The Loan Officer manages the customer through the entire loan process by setting expectations, taking applications, and managing closings. This involves collecting and analyzing information and documentation regarding the customer's employment, income, assets, credit history, and debts to determine the appropriate mortgage loan financing options. This position also represents the company in the local community through active involvement in community affairs and by participating in marketing efforts of products and services. Must hold an active Mortgage Originator License through NMLS Essential Duties: • Actively work with already established referral accounts and originate residential mortgage loans with mortgage products to meet established loan quality and production goals., • Responds in a timely and professional manner to customer inquiries and referrals that are generated through established contacts or our business channels., • Conducts interviews with prospective borrowers in order to analyze financial and credit data and determines customer financing objectives. Advises customers of advantages and disadvantages of loan products and pricing and gathers any additional information required., • Manages overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential homeowners., • Obtains all necessary supporting documents and collects the appropriate fees., • Negotiates terms, structures loan financing based on risk considerations, and presents credits for approval to appropriate levels of authority., • Maintains a thorough knowledge of lending programs, policies, procedures and regulatory requirements., • Explains the available loan program and rate options to the customer and advises the customer on options for locking in a rate and loan program. When the customer wants to lock in a rate and program, the LMP documents the customer's request to lock and confirms the locked rate/program with the Secondary Marketing Department., • Provides monthly projections for production on a timely basis., • Will partner with Mortgage Assistants' and other team members to provide guidance around all aspects of the sales process., • Participates in internal meetings and required training., • Maintains a professional image and demonstrates an understanding of and follows all Policies and Procedures. Qualifications: • High School Diploma or equivalent required, • Minimum of 3 years of mortgage experience with a proven track history, • Active Mortgage Originator license through NMLS required in all states in which loans are originated OR will need to obtain license within first 90 days., • Excellent written and verbal communication skills, • Provides strong customer service to internal and external customers, • Ability to develop positive relationships, • Exceptional organization and time management skills. Ability to manage multiple tasks and deadlines in a fast-paced environment, • Independent, self-starting, team player with a positive attitude, • Ability to read, analyze, and interpret financial data., • Working knowledge of mortgage industry, products, lending practices, and regulatory (federal and state) guidelines. Job Posted by ApplicantPro

Job Description Searching for Real Estate Agents in Glendale, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Glendale, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR RFpnAB7S1I

Job Description Searching for Real Estate Agents in Glendale, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Glendale, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR v6vuBpzZdg

Job Description Searching for Real Estate Agents – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR curqNs6dCU

Job Description Searching for Real Estate Agents in Los Angeles, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Los Angeles, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR eI8G5S8Xu0

Job Description Loan Originator PACE Loan Group, at the forefront of scaling C-PACE financing across the country, is hiring a seasoned Los Angeles-based Loan Originator to our growing team. We are looking for candidates who are well-versed in structured commercial real estate finance, with a track record of originating at least $50 million annually since 2022 across multiple asset classes. We seek a rainmaker with established mortgage banker, developer, sponsor and lender relationships to accelerate our growth within these sectors. Although working with California groups is your primary mission, you can also leverage your nationwide contacts for business. You’ll source, originate and close C-PACE loans in nearly 40 states. Commercial Property Assessed Clean Energy (“C-PACE”) financing is the fastest-growing type of commercial real estate financing in the US. It enables property owners and developers to finance energy efficiency, renewable energy, and resiliency measures incurred to improve commercial property. C-PACE lending volume is approaching $3 billion annually, with individual PACE loans ranging as high as $200 million. And banks and debt funds are more routinely combining with PACE to deliver cost-effective project capital stacks. Founded in 2017, PACE Loan Group (PLG) is a leading national direct C-PACE lender. With an industry-leading balance sheet, PLG originates and services C-PACE loans nationwide for our own portfolio. PLG is among Inc. 5000’s fastest growing companies and is known for an employee-centric culture second-to-none in commercial real estate finance. We are on the ground floor of something big - and we want you to be a part of it. If you are a deal junkie with a breadth of commercial real estate finance experience, this position offers you significant upside in an exponentially growing industry. Compensation is comprised of base salary and production-based commissions. Key Responsibilities and Duties: This is a sales role dependent on sourcing new loan originations. * Outreach through calls, e-mails, other electronic messaging and conference attendance to source potential PACE deals * Partner with all local mortgage brokers to include PACE in their capital stacks * Secure project-specific 1st lienholder consent to PACE assessment financing * Prepare and negotiate C-PACE term sheets * Assist in the initial project review, underwriting, and deal closings * Logging all leads and correspondence in our CRM system * Understand the nuances of various C-PACE programs * Other tasks as needed Qualified Applicants have: * Autonomy and intrinsic motivation. We are looking for a self-starter who thrives with a performance-based compensation structure and in a competitive environment * Fearlessness and tenacity to make cold calls, and finesse to convert potential leads to actual business * Desire to perform nationwide outreach, including in key target markets * Track record of loan originations and/or deep relationships with developers, property owners, and mortgage brokers * Credit knowledge to utilize in initial project review, underwriting, and deal closings * Excellent responsiveness and interpersonal skills * The ability to independently make decisions in high-stress situations We're proud to be an equal opportunity employer and welcome our employees’ differences, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or Veteran status.

Job Description Overview Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement. It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life. From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here. More reasons you’ll love working here include: • Paid Time Off (PTO) after just 30 days, • Additional parental and maternity leave benefits after 12 months, • Adoption reimbursement program, • Paid volunteer hours, • Paid training and career development, • Medical, dental, vision and life insurance, • 401k with employer match, • Mortgage discount and area business discounts, • Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court, • Wellness area, including an in-house primary-care physician’s office, full-time massage therapist and hair salon, • Gourmet cafeteria featuring homemade breakfast and lunch, • Convenience store featuring healthy grab-and-go snacks, • In-house Starbucks and Dunkin, • Indoor/outdoor café with Wi-Fi Responsibilities • Building and maintaining long-term relationships with broker accounts in all 50 states, • Training and educating brokers on UWM's Easiest Application System Ever (EASE), programs, products, guidelines and processes, • Acting as your clients’ go-to resource for guidance and solutions, • Delivering up-to-the-minute information about the latest products, resources and industry updates, • Championing your brokers and striving to make every loan a success story, • Monitoring the performance of accounts in your pipeline, • Building and managing a strong pipeline of loans to meet and exceed sales goals Qualifications Must Have Qualifications: • High school diploma or equivalent, • Minimum one year of experience in mortgage sales as loan officer, mortgage banker or wholesale account executive, • OR minimum one year of relationship based sales experience, • Understanding the difference between retail and wholesale lending, • Proven success in building business relationships, • Confident communication skills and professionalism over the phone and face to face, • Proficiency with technology including Microsoft Office, CRM's and the ability to multi-task, • Ability to take feedback and be coached up with the desire to get better every day, • Hard workers who take accountability for their actions, • Self-motivated with a strong work ethic and a positive attitude Nice To Have Qualifications: • Knowledge of the mortgage industry with previous experience working for a retail or wholesale mortgage lender, • Inside sales and / or phone sales experience, • A passion for the mortgage industry, • Previous in a business to business sales model, • A desire for a six figure income and motivated to work in a competitive sales environment NOTE: This is an inside account executive position based in Pontiac, Michigan. Candidates must reside or be able to relocate to the metro Detroit area. We are not currently seeking outside account executives. Our account executive's work a 10:00am to 7:00pm schedule with a one-hour lunch.

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each person is unique in their pote

Retail Banking Sales & Service. Working knowledge of retail investments and lending products.

Client Relationship Consultant.Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.Strong client relationships are based

Bank Of America Financial Center Representative.One of the keys to driving Responsible Growth is being a great place 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

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each

Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.B

The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. The Sales and Service Representative is responsible for processing t

The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business

Part Time Universal Banker - 20 Hours - Los Angeles Los Feliz Branch. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Client Relationship Consultant.Bank, we are on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and eac

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Execute financial transactions in accordance with bank policies and procedures. Adhere to operational controls, inc

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each person is unique in their pote

Client Relationship Consultant.Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.Strong client relationships are based

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.Strong client relationships are based on trust, assessing and attendi

Part Time Universal Banker - 20 Hours - Los Angeles Miracle Mile Branch. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Part Time Universal Banker (20 Hours) - Los Angeles, USC/ S. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

Investment Banker Job Duties: Issues debt and sells equity to raise capital for clients.

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each

The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. Professional Development: Grow your skills with our tailored premier banker programs.

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.Strong client relationships are based on trust, assessing and attendi

Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Part Time Universal Banker - 20 Hours - Los Angeles Rancho Park Branch. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Execute financial transactions in accordanc

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.Strong client relationships are based on trust, assessing and attendi

Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. Relationship Banker, you will play a key role in manag

Minimum one year of client services work experience in Financial Services industry is required. Bilingual Japanese Client Service Representative (Analyst). International bank seeks a bilingual Japanese Client Service banker at the Los Angeles office in downtown LA.

Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Los Angeles metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Los Angeles metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products, • Compensation will be tailored to the individual

Bank Of America Financial Center Associate.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being

Real Estate Independent Sales Associate Coldwell Banker Residential Brokerage Are you a self-starter? Do you have impeccable organization, communication and follow-up skills? Do you have a genuine interest in servicing people? If so, you may have the Sales, Associate, County, Banker, Real Estate, Pr

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each

Part Time Universal Banker - 20 Hours - Los Angeles Fairfax Branch. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Los Angeles market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the L.A. market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Job Description This position reports on-site. Summary: This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships, opening new accounts, processing transactions, keeping accurate records of negotiable instruments, and balancing all in a professional, efficient, friendly, and accurate manner. Duties and Responsibilities: • Working knowledge and understanding of all bank products and services, • Supports achieving branch sales goals and objectives (i.e., deposits, loans, referrals, etc.), • Generates new business to assist in meeting established production and profitability goals of the branch, • Needs-Based Selling: Proactively promotes, cross-sells, and refers products and services as appropriate to meet our client’s financial needs, • Prepares and compiles new account applications and required information to open new accounts for both business and consumer prospects/clients, • Refers client opportunities to internal and external sales partners to meet client financial needs, • Provides ongoing relationship servicing with existing clients, • Exceeds client expectations in terms of accuracy, efficiency, courtesy, and professionalism, • Responds to clients’ inquiries and requests regarding accounts, • Process routine to complex client transactions. i.e., deposits, transfers, wires, check cashing, etc., • Regular and consistent attendance is required Geographic Location: Qualifications: To perform this job successfully, an individual must be able to satisfactorily perform each essential duty. The requirements below represent the required knowledge, skill, and/or ability. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: • High School diploma or equivalent required; Associate/Bachelor’s degree preferred, • Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community, • General Mathematics and Accounting, • Must be able to assess any given situation, make decisions, and bring to a successful resolution, • Must be experienced in the effective use of one or more core banking deposits and new account software 25% = Risk Management, Operations, Compliance, Training, Meetings, etc. 75% = Client Service/Sales, Lobby Management Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; and communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job Description Justice Federal Credit Union has been designated as a Best Credit Union to Work For by American Banker, for a third year in a row! We are seeking member-driven, detail-oriented candidates, with cash handling and lending experience for the position of Financial Services Representative in our Los Angeles, CA branch. This onsite role is responsible for providing professional, courteous, accurate and efficient service to all Members through all communication channels of the credit union. Key Job Functions: • Fulfills the financial needs of Members through education and by cross-selling appropriate products and services., • Performs duties of teller and provides back-up support to the Lending Department in processing loan applications., • The ability to think analytically, act in the best interests of the Member., • Stay organized in a fast-paced environment with effective written and verbal communication skills is required as this position will engage with vendors, members, and employees at all levels of the credit union. Required Skills and Experience: • One to eight years of similar or related experience. Prior experience in a banking or credit union environment is preferred., • A high school education or GED., • Must be able to push, pull, or lift up to 50 lbs., as needed, and requires extended periods of sitting and/or standing and to be able to use PC, copier, scanner, fax, etc., • Must be able to obtain and maintain multiple security clearances and an in-depth background investigation to access various branches. Employee Benefits Include: • Voluntary Life Insurance, • Flexible Spending Accounts, • 12 Paid Holidays (includes Birthday), • Generous Paid Time Off Policy (PTO), • Medical (with HRA) / Dental / Vision Insurance, • Corporate Bonus (based on organizational goals), • Retirement Savings Plans with 6% Employer Match (fully vested on day one), • Company-Paid Benefits Including Basic Life Insurance, Disability Insurance, and Financial Wellness, • And more! Justice Federal does not provide Visa sponsorship to employees or candidates. When making employment decisions, Justice Federal considers credit information from Equifax. For California candidates this is permitted under California Labor Code §1024.5 Compensation ranges are based on market data that enables Justice Federal Credit Union to remain competitive with other credit unions of similar asset size. Submitted applications for this position are kept on file while this position is open. Candidates wishing to be considered for other vacancies must submit a separate application for each vacancy for which they would like to be considered. Employment offers are extended within the compensation range of the position; and are commensurate with candidate experience, knowledge, and geographic location. Disclaimer: Justice Federal reserves the right to fill this role at a higher/lower grade level based on candidate experience and/or business need. Equal Opportunity/Affirmative Action employer. This company considers candidates regardless of race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.

Citi Wealth at Work / Law Firm Group - Banker - C15/Dir. You could access a range of responsive banking, investing, wealth management, and planning services and access to a dedicated Private Banker. Whether it's access to a Private Banker as a corporate benefit, or financing, we aim to be your compr