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Job Description Acrisure Mortgage is hiring seasoned Mortgage Loan Originators in our Charlotte, NC branch! Job Requirements: Successful Mortgage Loan Originators will proactively identify, develop and maintain a quality network of business relationships that will serve as a source of referrals for new mortgage lending opportunities. The external relationships fostered may consist of realtors, builders, professional and personal contacts. Successful Loan Originators participate in business related development opportunities, community efforts to promote home ownership and professional organizations. The Loan Originator is responsible for interviewing new and existing customers to determine their financial needs and advising those customers of appropriate products, terms, and pricing. The Loan Originator will navigate the borrower through the process and help to gather required information through clear and timely communication. The Loan Originator is the first line of defense for the company and its investors, he or she is responsible for the submission of clear accurate loan documentation and maintaining industry compliance regulations. The Loan Originator must ensure appropriate procedures are followed while meeting sales goals and objectives. • 3+ years of retail residential mortgage origination experience, • Documented residential mortgage loans closed volume in the past 12 months of $750,000 – $1 million per month in production, • Established relationships with local referral networks, • Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences, • Proficient in product guidelines for Conventional, FHA, and VA loans, • Strong PC skills and experience utilizing laptop technology, • Must meet and comply with all requirements for Mortgage Loan Originators set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and maintain active NMLS licensure What We Offer: • Opportunity to become a part of a reputable Mortgage Lender that has built a proven template for success in the Residential Lending Industry, • Confidence in our internal operations staff to be able sell and deliver on service level commitments to your clients and referral partners, • Local Underwriting, Processing, Closing, and Sales Support, • Ability to grow client and referral partner base, • Access to the Underwriters when needed, • Portfolio Lending and Construction Lending with the ability to broker out if needed, • Support to build long term client and referral partners relationships, • Competitive and flexible compensation plans to fit multiple business models, • FNMA Direct Seller/Servicer, • Extensive Loan Product Options to offer your clients, • Industry Leading Technology with Paperless Workflow Systems, • Marketing Department to support you through customized campaigns directed at your specific target markets., • Ability to earn “Marketing Credits” based on loan volume to pay for your marketing efforts, • Corporate Trainer for the Encompass Loan Origination System Company and Division Overview: Acrisure Mortgage, LLC is a National Mortgage Lender headquartered in Orlando, Florida. Acrisure Mortgage focuses on providing its customers and business partners with industry best services. “At Acrisure our vision is simple, to become a Top 10 Mortgage Banker by focusing on providing extraordinary customer service, a great work environment, and a team atmosphere. We will implement best in industry systems, produce high quality loans and always be mindful doing it better than the competition. Acrisure Mortgage is an Equal Employment Opportunity/Affirmative Action Employer and maintains a Drug-Free Workplace

Job Description Acrisure Mortgage is hiring seasoned Mortgage Loan Originators in Greenville, SC! Job Requirements: Successful Mortgage Loan Originators will proactively identify, develop and maintain a quality network of business relationships that will serve as a source of referrals for new mortgage lending opportunities. The external relationships fostered may consist of realtors, builders, professional and personal contacts. Successful Loan Originators participate in business related development opportunities, community efforts to promote home ownership and professional organizations. The Loan Originator is responsible for interviewing new and existing customers to determine their financial needs and advising those customers of appropriate products, terms, and pricing. The Loan Originator will navigate the borrower through the process and help to gather required information through clear and timely communication. The Loan Originator is the first line of defense for the company and its investors, he or she is responsible for the submission of clear accurate loan documentation and maintaining industry compliance regulations. The Loan Originator must ensure appropriate procedures are followed while meeting sales goals and objectives. • 3+ years of retail residential mortgage origination experience, • Documented residential mortgage loans closed volume in the past 12 months of $750,000 – $1 million per month in production, • Established relationships with local referral networks, • Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences, • Proficient in product guidelines for Conventional, FHA, and VA loans, • Strong PC skills and experience utilizing laptop technology, • Must meet and comply with all requirements for Mortgage Loan Originators set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and maintain active NMLS licensure What We Offer: • Opportunity to become a part of a reputable Mortgage Lender that has built a proven template for success in the Residential Lending Industry, • Confidence in our internal operations staff to be able sell and deliver on service level commitments to your clients and referral partners, • Local Underwriting, Processing, Closing, and Sales Support, • Ability to grow client and referral partner base, • Access to the Underwriters when needed, • Portfolio Lending and Construction Lending with the ability to broker out if needed, • Support to build long term client and referral partners relationships, • Competitive and flexible compensation plans to fit multiple business models, • FNMA Direct Seller/Servicer, • Extensive Loan Product Options to offer your clients, • Industry Leading Technology with Paperless Workflow Systems, • Marketing Department to support you through customized campaigns directed at your specific target markets., • Ability to earn “Marketing Credits” based on loan volume to pay for your marketing efforts, • Corporate Trainer for the Encompass Loan Origination System Company and Division Overview: Acrisure Mortgage, LLC is a National Mortgage Lender headquartered in Orlando, Florida. Acrisure Mortgage focuses on providing its customers and business partners with industry best services. “At Acrisure our vision is simple, to become a Top 10 Mortgage Banker by focusing on providing extraordinary customer service, a great work environment, and a team atmosphere. We will implement best in industry systems, produce high quality loans and always be mindful doing it better than the competition. Acrisure Mortgage is an Equal Employment Opportunity/Affirmative Action Employer and maintains a Drug-Free Workplace

Job Description Acrisure Mortgage is hiring seasoned Mortgage Loan Originators in Raleigh, NC! Job Requirements: Successful Mortgage Loan Originators will proactively identify, develop and maintain a quality network of business relationships that will serve as a source of referrals for new mortgage lending opportunities. The external relationships fostered may consist of realtors, builders, professional and personal contacts. Successful Loan Originators participate in business related development opportunities, community efforts to promote home ownership and professional organizations. The Loan Originator is responsible for interviewing new and existing customers to determine their financial needs and advising those customers of appropriate products, terms, and pricing. The Loan Originator will navigate the borrower through the process and help to gather required information through clear and timely communication. The Loan Originator is the first line of defense for the company and its investors, he or she is responsible for the submission of clear accurate loan documentation and maintaining industry compliance regulations. The Loan Originator must ensure appropriate procedures are followed while meeting sales goals and objectives. • 3+ years of retail residential mortgage origination experience, • Documented residential mortgage loans closed volume in the past 12 months of $750,000 – $1 million per month in production, • Established relationships with local referral networks, • Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences, • Proficient in product guidelines for Conventional, FHA, and VA loans, • Strong PC skills and experience utilizing laptop technology, • Must meet and comply with all requirements for Mortgage Loan Originators set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and maintain active NMLS licensure What We Offer: • Opportunity to become a part of a reputable Mortgage Lender that has built a proven template for success in the Residential Lending Industry, • Confidence in our internal operations staff to be able sell and deliver on service level commitments to your clients and referral partners, • Local Underwriting, Processing, Closing, and Sales Support, • Ability to grow client and referral partner base, • Access to the Underwriters when needed, • Portfolio Lending and Construction Lending with the ability to broker out if needed, • Support to build long term client and referral partners relationships, • Competitive and flexible compensation plans to fit multiple business models, • FNMA Direct Seller/Servicer, • Extensive Loan Product Options to offer your clients, • Industry Leading Technology with Paperless Workflow Systems, • Marketing Department to support you through customized campaigns directed at your specific target markets., • Ability to earn “Marketing Credits” based on loan volume to pay for your marketing efforts, • Corporate Trainer for the Encompass Loan Origination System Company and Division Overview: Acrisure Mortgage, LLC is a National Mortgage Lender headquartered in Orlando, Florida. Acrisure Mortgage focuses on providing its customers and business partners with industry best services. “At Acrisure our vision is simple, to become a Top 10 Mortgage Banker by focusing on providing extraordinary customer service, a great work environment, and a team atmosphere. We will implement best in industry systems, produce high quality loans and always be mindful doing it better than the competition. Acrisure Mortgage is an Equal Employment Opportunity/Affirmative Action Employer and maintains a Drug-Free Workplace.

Health Benefits and 401k! This Jobot Consulting Job is hosted by: Jennifer Whitworth Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $25 - $27 per hour A bit about us: Join a well-established, community-focused specialty bank serving local businesses and professionals throughout California. This branch operates with low teller transaction volume and a strong emphasis on relationship banking, making it an excellent opportunity for a Universal Banker who enjoys meaningful client interactions, account management, and supporting lending activities. Job Title: Universal Banker Salary: $25 - $27/hour, based on experience Location: San Luis Obispo, CA Why join us? • Medical, dental, vision, and life insurance plans, • Weekly pay, • 40 hours of paid sick time, • Access to a 401(k) Job Details We are seeking a customer-focused Universal Banker who is comfortable handling teller transactions while also supporting new account openings and lending-related activities. This role is ideal for a banker who thrives in a relationship-driven environment and enjoys variety in their day-to-day responsibilities. Due to minimal teller traffic at this branch, the successful candidate will spend a significant portion of time assisting clients with deposit accounts, supporting loan processes, and identifying opportunities to deepen customer relationships. Key Responsibilities Teller Responsibilities • Process customer deposits, withdrawals, and loan payments accurately, • Issue cashier’s checks, money orders, and currency orders, • Balance cash drawers and maintain accurate transaction records, • Provide professional, high-quality customer service and resolve routine inquiries Universal Banker Responsibilities • Open and maintain personal and business deposit accounts, • Support lending activities, including gathering documentation and providing product information, • Perform teller transactions as needed to support branch operations, • Identify opportunities to recommend appropriate bank products and services based on customer needs, • Ensure compliance with all banking regulations, policies, and procedures Qualifications • One or more years of banking, financial services, or high-touch customer service experience preferred, • Experience opening deposit accounts and supporting loan documentation strongly preferred, • Strong attention to detail and ability to manage multiple priorities, • Professional communication style with a relationship-first mindset, • Comfortable working independently in a low-transaction branch environment, • Ability to handle cash transactions accurately, • Ability to pass a pre-employment background check If this sounds like a great fit, apply online or send your resume directly to jennifer.whitworth@jobot.com! Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consult

Bilingual Teller Retail Banker. By joining Woodforest you will become a part of one of the largest employee-owned bank in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will all

Customer Service Representative.It's fun to work in a company where people truly BELIEVE in what they are doing!.We're committed to bringing passion and customer focus to the business.VXI is looking for highly motivated and qualified Customer Service Representatives to work full-time on-site in our

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.As an Associate Banker within Chase

Relationship Banker - Charlotte South Rock Hill market, Charlotte, NC Area Charlotte, North Carolina;Rock Hill, South Carolina; Charlotte, North Carolina; Lake Wylie, South Carolina; Fort Mill, South Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Relationship-Banker---Charlotte-South-Rock-Hill-market--Charlotte--NC-Area_26022023) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Relationship-Banker---Charlotte-South-Rock-Hill-market--Charlotte--NC-Area_26022023) Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Relationship-Banker---Charlotte-South-Rock-Hill-market--Charlotte--NC-Area_26022023) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Relationship-Banker---Charlotte-South-Rock-Hill-market--Charlotte--NC-Area_26022023) Job Description: 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 a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job 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. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet 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 Required Qualifications: + 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 time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications: + 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's Degree such as business management, business administration or finance Skills: + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) " poster. View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities + Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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. 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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Relationship Banker - Charlotte South Market Wesley Chapel, North Carolina;Charlotte, North Carolina; Matthews, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wesley-Chapel/Relationship-Banker---Charlotte-South-Market_26026675) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wesley-Chapel/Relationship-Banker---Charlotte-South-Market_26026675) Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wesley-Chapel/Relationship-Banker---Charlotte-South-Market_26026675) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wesley-Chapel/Relationship-Banker---Charlotte-South-Market_26026675) Job Description: 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 a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job 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. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet 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 Required Qualifications: + 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 time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications: + 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's Degree such as business management, business administration or finance Skills: + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) " poster. View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Description: 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 a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job 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. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet 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 Required Qualifications: 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 time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications: 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's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Job Description: 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 a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job 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. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet 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 Required Qualifications: 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 time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications: 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's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Job Description: 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 a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job 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. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet 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 Required Qualifications: 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 time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications: 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's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

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 rela Client Relations, Relationship, Consultant, Banker, Processing, Relations, Business Services

The Client Experience Specialist is a service-minded professional who manages all non-licensed aspects of the real estate transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process. The key to success in this role is the ability to multitask, solve problems and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands. This position is 100% remote and will support various markets, primarily in MA . The ideal candidate will be able to work in eastern time zone. Responsibilities: + Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner. + Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. + Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. + Serve as all deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. + Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts. + Regularly update and manage communication with all parties involved in the transaction. + Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience. Experience: + Minimum of 2 years Real Estate/mortgage/title administration/transaction coordination experience required Competencies: To perform the job successfully, an individual should demonstrate the following competencies: + Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment. + People first approach - keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process. + Technical - ability to learn and navigate multiple software systems with an elevated level of competency while demonstrating comfort with transaction management and financial tools. + Analytical Thinking & Transaction Accuracy - able to apply strong critical thinking and problem-solving skills to ensure precise management of financial details such as expenses, invoices, and commission calculations while analyzing data to identify discrepancies, resolve issues promptly, and maintain compliance and data integrity.· Process Management - able to effectively manage end-to-end workflows, prioritize tasks, and ensure timely completion of transaction processing. + Partnership/Collaboration -the individual remains open to others' ideas and exhibits willingness to try new things. + Oral/Written Communication -the individual speaks clearly and persuasively in any situation to clearly advise and resolve any issues. + Quality Assurance -the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality. + Adaptability -the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient. + Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information & support. Anywhere is proud to offer a comprehensive benefits package to our employees including: + Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D + 401(k) savings plan with company match + Paid Time Off to Include Holidays , Vacation Time, and Sick Time + Paid Family & Paternity Leave + Life Insurance + Business Travel Accident Insurance + All employees receive access to LinkedIn Learning + Tuition reimbursement for approved programs + Employee Referral Program + Adoption Assistance Program + Employee Assistance Program + Health and Wellness Program and Incentives + Employee Discounts + Employee Resource Groups Coldwell Banker® (https://www.coldwellbanker.com/) is one of the world's leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc. Anywhere Real Estate Inc. (http://www.anywhere.re/) (NYSE: HOUS) is moving real estate to what's next. Home to some of the most recognized brands in real estate Better Homes and Gardens® Real Estate (https://www.bhgre.com/) , Century 21® (https://www.century21.com/) , Coldwell Banker® (https://www.coldwellbanker.com/) , Coldwell Banker Commercial® (https://www.cbcworldwide.com/) , Corcoran® (https://www.corcoran.com/) , ERA® (https://www.era.com/) , and Sotheby's International Realty® (https://www.sothebysrealty.com/eng) , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. At Anywhere, we are empowering everyone's next move - your career included. What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. We pursue talent - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. We value our people-first culture, which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (https://anywhere.re/wp-content/uploads/2025/03/2024-Impact-Report.pdf) . We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: + Great Place to Work + Forbes World's Best Employers + Newsweek World's Most Trustworthy Companies + Ethisphere World's Most Ethical Companies EEO Statement: EOE including disability/veteran

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You'll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions. In this role you will: Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program. Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Experience recommending financial products and translating customer goals into clear, actionable recommendations Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments Experience coaching or supporting peers to strengthen team performance and customer impact Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments 3+ years of experience in a licensed financial services position Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) Job Expectations: Ability to work a schedule that will include most Saturdays This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required. For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations. Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship Location: 8300 Medical Plaza Dr. Charlotte, NC 28262 Posting End Date: 7 Aug 2026 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 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 Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking accomplished, people‑focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long‑term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company. Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position. Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program. In this role you will: Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence. Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes. Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities. Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance. Identify opportunities for making banking easier for customers through education and demonstration of available digital options. Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share. Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company. Required Qualifications: 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of leadership experience Desired Qualifications: Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance. Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management. Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives. Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment. Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders. Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience. Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company. Job Expectations: Ability to work a schedule that includes Saturdays. Ability to travel in assigned geography up to 50% of the time during the first 6 months (and prior to or up until placement in a specific branch), depending on location. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship. Posting Locations: 352 Williamson Road Mooresville NC 28117 1501 S Cannon Blvd Kannapolis, NC 28083 112 S. Main Street Davidson, NC 28036 14215 Market Square Dr Huntersville, NC 28078 475 River Highway Mooresville, NC 28117 153 N. Main Street Mooresville, NC 28115 19409 Jetton Road Cornelius, NC 28031 16700 Statesville Rd Huntersville, NC 28078 5920 Highland Shoppes Drive, Charlotte 28269 1609 E. Broad Street Statesville, NC 28625 221 E. Broad Street Statesville, NC 28677 1899 US Hwy 421 Business Wilkesboro, NC 28697 868 N Church Street, Concord, NC 28025 Positions may not be available at all locations listed #LI-LL2 Posting End Date: 7 Aug 2026 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 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 Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? Develop new relationships externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings. Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider. Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client team is coordinated on communication. Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. Ensure that relationship plans have been developed and are implemented. Work with the Client Manager and rest of client team to ensure preparation of all presentation and review materials. Ensure that client's current goals, risk tolerance, and constraints are reflected in the IPS for managed investments. Ensure that regular, tailored investment and relationships reviews occur between client team and client. For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies with the CNS IO. Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities). Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship. Maintain all appropriate training and continuing WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 10 years of experience in one or more of the following: asset management, banking/credit, personal trust, and brokerage services. Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients. Additional Qualifications Strong understanding of all products and services applicable to high net worth clients. Superior knowledge of credit policies and procedures, and bank operations policies and procedures. Demonstrated sales and marketing abilities. Strong interpersonal, verbal, and written communication skills Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills. Contributes positive suggestions and demonstrates productive collaboration with Line of Business and product partners that lead to ongoing growth and development of PB and City National Bank. May partner with another CA and manage a risk adjusted revenue book of up to $2million. Usually possesses a BA or MBA and typically has 8 years of financial services experience. May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. FINRA Series 7 and 63, and 65 or 66 securities licenses and state insurance license preferred. WHAT'S IN IT FOR YOU? CompensationStarting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our https://careers.cnb.com/benefits. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at https://www.cnb.com/about-us.html. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings., • Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions introducing them to our team of experts to help achieve their financial goals., • Perform 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 • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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. 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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Location: on-site 5 days a week :: Charlotte, North Carolina Must have proven Automation Framework and hands on experience building automation scripts. Comments: Commercial Banking experience required. User Acceptance Testing from a customer and/or banker experience. ATM Mobile Banking Digital experience. ALM Octane Selenium Tosco. Experience leading the movement from Manual to Automated scripts. Self-Starter.

About this role:Wells Fargo is seeking a Senior Lead Finance Analyst to own and elevate branch production forecasting and analytics for our national branch network. In this highly visible role, you’ll shape the story for branch sales across multiple product lines. This role is for delivering insights that influence strategy, drive growth, and support executive decision-making. As the go‑to finance partner for our sales leaders who rely on clear, data‑driven narratives that illuminate banker productivity and account production trends. Additionally, you will be responsible for developing business cases and ad-hoc analysis that will accelerate results within the branch channel.In this role, you will:Own Reporting, Forecasting & Analysis:Lead end-to-end reporting, forecasting, and analysis of account production for Consumer deposits & lending products and investment referralsDevelop and maintain robust analytics, metrics and reporting to drive insights and improved financial outcomesDesign, build and maintain data-driven business cases to evaluate strategic and financial outcomesSupport the business with incentive compensation design and complete modeling and reporting on incentive plansExecutive Storytelling:Prepare and present executive-level materials that clearly communicate production forecasts/trends, key drivers of performance, and incentive compensation outcomes to leadershipAdvise senior leaders on key growth strategies balancing cost and revenueIntegration & Collaboration:Build strong relationships and partner closely with teammates and other key stakeholders, including Branch strategy teams, line of business product teams, and Finance to drive results and execute deliverablesDevelop expertise in reporting that meets brand and internal control standardsResolve issues and achieve goals through collaboration and consultation with peers, colleagues, and managersProcess Improvement & Automation:Champion process improvement initiatives focused on automating and streamlining forecasting and reporting workflowsIntroduce new ideas and challenge the status quo to drive efficiency and quality in reporting and analysisRequired Qualifications, US:7+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Effective communication skills with senior leaders, both written and verbalAbility to prepare management level presentationsStrong analytical skills with high attention to detail and accuracyP&L financial management and forecasting experienceExperience with Essbase and emerging AI technologies (Copilot, etc.) familiarity with Microsoft Office, advanced in Excel and PowerPoint is preferredAbility to execute in a fast paced, high demand environment while balancing multiple prioritiesDemonstrated experience fostering strong partnerships, promoting teamwork, and influencing othersAbility to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are importantAbility to synthesize data work with ambiguity and make recommendations to executive leadersJob Expectations:This position offers a hybrid work schedule from our Charlotte, NC (550 S. Tryon St. or 11625 N. Community House Road), Minneapolis, MN, Des Moines, IA or Irving, TX locations.Relocation assistance is not available for this position.This position is not eligible for Visa sponsorship.Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.$159,000.00 - $279,000.00Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:9 Aug 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.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.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.#DNP-INDSummaryLocation: CHARLOTTE, NC; DES MOINES, IA; IRVING, TX; MINNEAPOLIS, MNType: Full time

By joining Woodforest you will become a part of one of the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage a

Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. Retail Personal Banker Associate I- CLT South. General function: Selected candidates are intended to become a Retail Personal Banker I after completing a

Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment Bank clients across the country. As a Client Success Senior Associate within the Commercial & Investment Bank (CIB) you will support Senior team Members and serve as a key liaison for CIB clients. This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer Senior Associate will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction. Job Responsibilities • Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities, • Manage/resolve client escalations and issues, • Help the coordination and project management of product implementations and service related needs, • Assist in relationship review documents, visualizations from data sets, • Maintain ongoing relationship management routines, • Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc., • Work with Risk partners for certain elements of risk management including fraud prevention., • Help coordinate and facilitate RFPs responses and participate in RFPs where applicable, • Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model, • Possess knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues, • Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals Required qualifications, skills and capabilities • Bachelor's degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support, • Comprehensive knowledge of Treasury Products and Services, • Proven client interaction skills to calibrate & manage client expectations, • Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues, • Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc., • Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel, • Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change, • Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions Preferred qualifications, skills and capabilities • MBA, • PMP or other Project Management Certifications, • Ability to provide quantifiable management reporting Final job grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (20%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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. 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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment Bank clients across the country. As a Client Success Officer within the Commercial & Investment Bank, you will serve as a key liaison for Commercial & Investment Bank clients. This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction. Job Responsibilities • Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities, • Manage/resolve client escalations and issues, • Help the coordination and project management of product implementations and service related needs, • Assist in relationship review documents, visualizations from data sets, • Maintain ongoing relationship management routines, • Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc., • Work with Risk partners for certain elements of risk management including fraud prevention., • Help coordinate and facilitate RFPs responses and participate in RFPs where applicable, • Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model, • Address and coordinate the set-up, invoice and billing for treasury and cash management products, • Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals Required qualifications, skills and capabilities • Bachelor's degree and/or 5+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support, • Comprehensive knowledge of Treasury Products and Services, • Proven client interaction skills to calibrate & manage client expectations, • Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change, • Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues, • Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc., • Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel, • Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions Preferred Qualifications: • MBA, • PMP or other Project Management Certifications, • Ability to provide quantifiable management reporting Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth. • Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more, • Help the community through expansive volunteer opportunities, • Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (20%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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. 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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. This role will be expected to travel to various Financial Centers within the market. Supervisory Responsibilities: • None. Minimum Knowledge, Skills and Abilities Required: • High school diploma/GED., • Work involves extensive cash handling, which requires ability to perform advanced math functions., • Work involves contact with the public, necessitating the ability to present a professional image., • Must have the ability to interact comfortably and confidently with the public and demonstrate the initiative to initiate dialogue., • Work requires the ability to properly read and write well enough to communicate in both oral and written form., • Position requires in-depth knowledge of retail policies and procedures in order to perform the essential duties with minimal supervision, which is usually acquired with a minimum of 2 years of CSR experience., • Work requires the ability to take initiative and utilize sound judgment in decision-making and diplomacy and tact in problem resolution., • Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management., • Need to have flexibility in scheduling., • This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Working Conditions: • Normal office environment., • Extending viewing of computer screens., • This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page or by consulting with your talent acquisition partner. Location -- Charlotte, North Carolina 28277 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

At U.S. 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 potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. 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 attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications - High school diploma or equivalent - Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience - Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effectively engage and communicate with clients - Thorough knowledge of applicable bank and branch policies, procedures and support systems - Thorough knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in participating in sales campaigns/promotions - Experience with using and demonstrating digital products and self-service technologies - Ability to explore and identify a customer's true needs while leveraging a digital first mindset - Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holiday opportunities, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $23.75 - 29.03

Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment Bank clients across the country. As a Client Success Officer within the Commercial & Investment Bank, you will serve as a key liaison for Commercial & Investment Bank clients. This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction. Job Responsibilities • Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities, • Manage/resolve client escalations and issues, • Help the coordination and project management of product implementations and service related needs, • Assist in relationship review documents, visualizations from data sets, • Maintain ongoing relationship management routines, • Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc., • Work with Risk partners for certain elements of risk management including fraud prevention., • Help coordinate and facilitate RFPs responses and participate in RFPs where applicable, • Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model, • Address and coordinate the set-up, invoice and billing for treasury and cash management products, • Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals Required qualifications, skills and capabilities • Bachelor's degree and/or 5+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support, • Comprehensive knowledge of Treasury Products and Services, • Proven client interaction skills to calibrate & manage client expectations, • Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change, • Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues, • Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc., • Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel, • Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions Preferred Qualifications: • MBA, • PMP or other Project Management Certifications, • Ability to provide quantifiable management reporting Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth. • Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more, • Help the community through expansive volunteer opportunities, • Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (20%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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. 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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Partners with their assigned Line of Business, other Risk/Compliance/Audit (RCA) professionals, and RCA Managers to create, implement, maintain, review or oversee an effective risk management framework. Responsible for assessing business, technology, and process changes to identify and mitigate risks related to Know Your Customer (KYC), operational processes, and potential customer harm. This role executes risk-based pre-implementation testing and validation activities to ensure new products, system enhancements, and process changes function as intended and comply with applicable policies and risk standards. The position partners closely with Product, Technology, Operations, Compliance, Financial Crimes Compliance (FCC), and Risk Management teams to validate customer outcomes, identify defects, assess downstream impacts, and provide credible challenge throughout the development and implementation lifecycle. The role focuses on ensuring customer-facing and KYC-related changes are implemented correctly before release and that identified issues are appropriately escalated and remediated. Key Responsibilities • Execute independent pre-implementation testing and post-implementation validation activities for system enhancements, new products, and regulatory changes, • Develop and perform risk-based test scenarios focused on customer outcomes, KYC requirements, data integrity, and regulatory compliance, • Review business requirements, user stories, process flows, and technical documentation to identify testing needs and potential risks, • Validate end to end, customer-facing, and banker-facing functionality to ensure alignment with business requirements and policy expectations, • Document testing results and clearly communicate observations, risks, and defects to partners and leadership., • Track issues through resolution and verify corrective actions., • Escalate identified risks, control weaknesses, and material testing concerns when appropriate. Preferred Skills/Experience • Intermediate knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business, • Intermediate understanding of the business line's operations, products/services, systems, and associated risks/controls, • Basic knowledge of Risk/Compliance/Audit competencies, • Experience performing UAT, pre-production testing, post-production validation, or control testing, • Strong analytical, process facilitation and project management skills, • Must possess business acumen and credibility to help business line(s) proactively identify and correct potentials risks from unclear or incomplete requirements, • Effective presentation, interpersonal, written and verbal communication skills, • Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations Basic Qualifications- Bachelor's degree, or equivalent work experience Benefits: • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holiday opportunities, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

Responsible for evaluating, recommending approval or declining of difficult, unique, and moderate to increasingly complex commercial real estate loan applications in a timely manner and according to business and bank standards. Performs portfolio management duties such as tracking loan compliance, past dues, collateral monitoring, risk rating migration, clearing and minimizing documentation exceptions, and completing renewals/reviews. This position has a very close partnership with the Commercial Real Estate Bankers in delivering, meeting and exceeding client expectations. Works under close direction of manager and/or senior officer. Supports and assists underwriters as workload dictates. Member of the customer's Credit Delivery Team. Works very closely with Commercial Real Estate Bankers and other business partners to efficiently and effectively deliver services. Coordinates and facilitates lending activities as required. Loan documentation negotiations are more complex and involved than the Portfolio Manager 3. Expected Number of Portfolio Accounts: 20 25; Portfolio Commitments: $100MM - $200MM • Works directly with the CRE Relationship Bankers to obtain all necessary financial statements and project information in order to analyze credit requests., • Analyzes financial statements including footnotes., • Completes due diligence process by ordering reports., • Teams with Senior CRE Portfolio Manager and CRE Banker to provide support as needed to help develop the structure and pricing of a transaction., • Prepares credit approval package that clearly outlines and expresses a reasoned opinion on key considerations in the credit decision., • Conducts company, industry, and market analyses to further assess borrower credit quality., • Performs market and industry analyses to understand macroeconomic and industry drivers., • Monitors documentation process and approves all legal documents., • Reviews and approves all legal documents, whether internally or externally prepared, to ensure accuracy and completion in accordance with loan approval., • Works with CRE Bankers in obtaining and reviewing construction loan documentation (construction contract, architect's contract, final plans and specifications, final cost breakdown/schedule of values, construction disbursement schedule)., • Reviews draw requests (AIA G702 form) and coordinates property inspection and certification of draw by Bank's inspector., • Underwrites extensions, modifications, and renewals, including performing and reviewing financial analyses and updating the borrower's credit file., • Tracks and resolves document exceptions related to closing and ongoing exceptions. Monitors credit status and quality of loans on a regularly scheduled basis, including assessment of current risk rating., • Tests project performance against original underwriting and appraisal projections upon receipt of required reporting information (i.e., monthly, quarterly, semi-annual, or annual operating statements, leasing reports/rent rolls, etc.)., • Performs annual, quarterly, or more frequent reviews (depending on the risk rating and type of project) to assess project performance and risks associated with the project, borrower, and guarantors, • Obtains market and industry information., • Provides general support to Commercial Real Estate Underwriters and Bankers, • Serves in civic, community and industry activities as needed., • Keeps informed of current economic conditions and legislation which may affect customer relationships and the Commercial Line of Business., • Performs other related job duties and special projects as assigned., • Complies with all applicable federal, state and local banking and industry related laws and regulations including, but not limited to, the Bank Secrecy Act, • Demonstrates organizational integrity and business ethics as it relates to this position, and communicates this commitment to any applicable subordinates., • Secures and safeguards all customer information according to bank guidelines, including cash, customer account data, and other sensitive information., • Performs all other duties and special projects as assigned. This job has no supervisory responsibilities. • Bachelor's degree in Business Administration, Finance, Accounting, or a related field, • Seven to ten years of credit analysis experience and working with Commercial Real Estate Underwriters and Relationship Bankers, • Successful completion of formal commercial credit training program, • Experience assisting Senior Bank Officers with complex, diversified, sensitive, and high dollar amount credits, • Experience working with senior lenders on complex accounts is preferred, • Preferred education: Master's degree, • Thorough knowledge of commercial and retail lending services, documentation, underwriting and regulatory guidelines. Superior understanding of financial ratios and business principles. Superior knowledge of credit analysis and lending functions. Superior working knowledge of all bank products and services, • Ability to use rigorous logic to solve complex problems with effective solutions, • Ability to interpret personal and business tax returns and financial statements, • Ability to calculate complicated financial ratios and apply intermediate level business principles, • Ability to communicate effectively orally and in writing using the English language, • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations, • Ability to write reports, business correspondence, and procedure manuals, • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public, • Ability to work with mathematical concepts such as probability and statistical inference, • Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations, • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists, • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form, • Ability to work under stress and meet deadlines, • Ability to operate related equipment to perform the essential job functions, • Ability to read and interpret a document if required to perform the essential job functions, • Ability to travel if required to perform the essential job functions, • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Wells Fargo is seeking a Lead Business Aligned Finance Analyst to provide critical financial support for Business Banking Sales. This role serves as a key partner to Sales, Product, Analytics, and Finance leaders, driving transparency into business performance through reporting, forecasting, and strategic analysis across lending and deposit products. The successful candidate will own banker channel productivity reporting, production forecasting, and performance analysis, delivering insights that support business planning and decision-making. Responsibilities include developing volume and productivity forecasts, evaluating performance drivers, supporting staffing and headcount planning, managing personnel expense analysis, and contributing to broader sales-related initiatives. This role offers significant exposure to senior leadership and the opportunity to influence business outcomes through data-driven insights, strong stakeholder partnership, and continuous process improvement. In this role, you will: • Own Reporting, Forecasting & Business Analysis, • Own weekly and monthly banker channel production reporting across lending and deposit products for the Business Banking Sales organization, • Develop volume and productivity forecasts, analyze business performance drivers, and translate results into actionable insights for senior Sales and Finance leaders, • Monitor production trends and key performance indicators to identify risks, opportunities, and emerging business themes, • Deliver Leadership Insights & Decision Support, • Prepare reporting, analysis, and executive-level materials that clearly communicate production trends, productivity performance, and business outcomes, • Support strategic decision-making through financial analysis related to banker staffing, capacity planning, headcount forecasting, and personnel expenses, • Provide analytical support for broader sales, finance, and business initiatives, • Foster Integration & Collaboration, • Serve as a key liaison across Finance, Product, Sales, and Analytics teams to drive consistency in reporting, forecasting, and performance measurement, • Build strong partnerships with stakeholders to understand business objectives, align on key metrics, and deliver actionable solutions, • Resolve issues and achieve goals through collaboration, consultation, and influence across a broad network of partners, • Drive Process Improvement & Automation, • Identify opportunities to streamline, automate, and enhance recurring reporting and forecasting processes, • Drive continuous improvement initiatives that strengthen reporting quality, analytical rigor, and operational efficiency, • Challenge existing processes and introduce new ideas that improve scalability, transparency, and business insight Required Qualifications: • 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: • P&L financial management and forecasting experience., • Strong experience working with Essbase and Microsoft Office., • Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others., • Strong analytical skills with high attention to detail and accuracy., • Ability to execute in a fast paced, high demand environment while balancing multiple priorities., • Effective communication skills with senior leaders, both written and verbal., • Ability to prepare management level presentations. Job Expectations: • Willingness to work on-site at stated location on the job opening., • This position offers a hybrid work schedule., • This position is not eligible for Visa sponsorship. Posting Locations: 550 S Tryon St, Charlotte, NC Posting End Date: 9 Aug 2026 We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience, • Generate business results and acquire new assets, both from existing client base and new client acquisition, • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs, • Partner with internal specialists to provide interdisciplinary expertise to clients when needed, • Connect your clients across all lines of business of J.P. Morgan Chase & Co., • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills • Six plus years of work experience in Private Banking or Financial Services, • Bachelor's Degree required, • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Proven sales success and strong business acumen, • Strong community presence with an established network, • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts, • Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills • MBA, JD, CFA, or CFP preferred, • Proactive, takes initiative, and uses critical thinking to solve problems, • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business, • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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. 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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

About this role:Wells Fargo is seeking a Senior Lead Product Manager to lead the strategy, development, and modernization of Business Banking secured lending products, with a focus on commercial real estate-backed lending, underwriting, risk management, and transformation. This role will partner with Credit, Risk, Technology, and Business Banking leaders to drive product strategy, enhance customer and banker experiences, and deliver scalable solutions that support portfolio growth while maintaining strong credit quality and regulatory compliance.The ideal candidate brings expertise in secured lending, credit policy, business banking, product strategy, financial analysis, risk management, Agile delivery, and technology roadmaps, along with the ability to lead complex cross-functional initiatives in a highly matrixed and regulated environment.In this role, you will:Lead the strategic direction, vision, roadmap, and lifecycle management of business banking commercial real estate lending products.Develop and enhance products and features that support the credit and financing needs of Business Banking customers.Optimize customer experiences across account origination, servicing, and ongoing account management.Execute acquisition and growth strategies, including sales team engagement, communication plans, targeting strategies, and digital channel enhancements.Design and implement customer management programs that improve retention, engagement, and portfolio profitability.Develop pricing strategies, product policies, credit strategies and profitability management frameworks.Build business cases and financial analyses supporting product investments, modernization efforts, and new product opportunities.Partner with Product Heads and executive leadership to achieve strategic and growth objectives.Collaborate with Technology teams to establish and execute system roadmaps, including modernization and enhancement initiatives.Drive Agile and Design Thinking methodologies throughout the product development lifecycle.Define product requirements, prioritize backlogs, establish KPIs, and guide cross-functional teams through delivery.Partner with Data Architecture and Technology teams to improve data quality, reporting capabilities, and analytical insights across lending platforms.Support technology implementations that improve operational efficiency, scalability, and competitive positioning.Serve as a subject matter expert for commercial real estate lending products, ensuring product collateral, communications, and training materials are accurate, customer-focused, and compliant.Manage regulatory, compliance, and operational risks while supporting internal and external audits.Required Qualifications:7+ years of Product Management, product development, strategic planning, process management, change delivery, or agile product owner experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:4+ years of experience within financial services, banking, business banking, commercial banking, or lending products.Experience managing secured lending products and working closely with underwriting and credit functions.Strong understanding of regulatory and risk management requirements within banking and lending environments.Experience developing and executing product strategies, roadmaps, and product modernization initiatives.Knowledge of lending platforms, account origination systems, servicing platforms, and related technologies.Strong financial acumen with experience building business cases, profitability analyses, and investment recommendations.Experience partnering with data architecture, analytics, and technology teams to support product development and decision-making.Experience working with Agile teams and applying Design Thinking methodologies.Exceptional written, verbal, presentation, and stakeholder management skills.Demonstrated ability to lead cross-functional initiatives across Product, Technology, Risk, Operations, Marketing, and Finance.Experience with secured lending products including real estate-secured lending.Experience leading large-scale system transformation or technology modernization initiatives.Knowledge of lending compliance, regulatory frameworks, and audit processes.Experience managing vendor relationships and third-party technology solutions.Experience using customer insights, market analysis, and product performance metrics to drive product decisions.Job Expectations:Hybrid work scheduleUp to 10% travelThis position is not eligible for visa sponsorshipPosting Locations:401 S Tryon St., CHARLOTTE, NC 28202-16752222 W Rose Garden Ln., PHOENIX, AZ 850271810 Gateway Dr Ste 150, SAN MATEO, CA 94404800 S Jordan Creek Pkwy., WEST DES MOINES, IA 50266Pay Range:Phoenix, AZ $139,000 - 217,000Charlotte, NC $139,000 - 217,000Des Moines, IA $139,000 - 217,000San Francisco, CA $139,000 - 217,000Actual salary will depend on location, experience, and qualifications.Please note: Job posting may come down early due to volume of applicants.Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.$139,000.00 - $260,000.00Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:30 Aug 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.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.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.SummaryLocation: CHARLOTTE, NC; PHOENIX, AZ; WEST DES MOINES, IA; SAN MATEO, CAType: Full time

Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer's experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include: Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. Processing transactions, opening accounts, and performing account maintenance. Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines. Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training. Minimum Qualifications/Experience: 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor's degree. Previous instore banking experience is preferred, but not required. Must be positive and engaging. Formal Education & Certification: High School Diploma or equivalent required. Work Status: Full-time. Supervisory Responsibility: No. Travel: Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location. Working Conditions: Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs. Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity Employer, including Disability and Veterans.

At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills. Primary Responsibilities • Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions, • Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones, • Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types, • Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier, • Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose, • Owns and resolves customer issues, • Refers customers to an internal team of experts when complex financial goals and needs are recognized, • Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to _ for more information. Requirements • High School Diploma or GED, • Ability to work Saturdays as needed, • Ability to handle cash and process cash transactions, • Ability to communicate in person, on the phone, and through electronic channels, • Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor, • Ability to walk and stand for extended periods of time, • Ability to lift up to twenty (20) pounds Preferences • Bachelor's degree, • Life Insurance License, • One (1) year of cash-handling, banking, and/or customer service experience Skills and Competencies • Ability to adhere to policies, procedures, and guidelines, • Ability to assist customers with digital banking offerings, • Ability to handle multiple priorities simultaneously, • Ability to oversee large sums of cash, • Excellent relationship-building skills, • Strong communication and customer focus Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $48,426.21 USD Median: $57,918.00 USD Incentive Pay Plans: This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information • Paid Vacation/Sick Time, • 401K with Company Match, • Medical, Dental and Vision Benefits, • Disability Benefits, • Health Savings Account, • Flexible Spending Account, • Life Insurance, • Parental Leave, • Employee Assistance Program, • Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please visit _. Ayrsley Location: Charlotte, North Carolina Equal Opportunity Employer/including Disabled/Veterans

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Virtual Premier Banker within PNC's Wealth Management organization, you will be based in Charlotte, NC. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with existing clients. Proactively generate and manage leads and hold client appointments virtually. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. Virtually develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintains proactive, timely, accurate and complete sales/client relationship management tasks as determined by the business. Ensures execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Serves as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs. Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience. Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Virtually develops ecosystem leadership outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client penetration goals with eco-system partners. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor. Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling. Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) FINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: • Excellent customer service skills, • Excellent communication skills, both written and verbal, • Excellent organizational, analytical and interpersonal skills, • Detail-oriented, • Ability to use a personal computer and job-related software, • MS Word - Basic Level, • MS Excel - Intermediate Level, • MS PowerPoint - Basic Level, • Experience in a related position., • Knowledge of banking policies, procedures consumer products and services., • Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace. FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.

This job must be onsite and can be filled in any Huntington Corporate Office location. The Senior Liquidity Specialist serves as a subject matter expert responsible for executing the Regional Banking Deposit & Liquidity Strategy to drive revenue growth, portfolio expansion, and client engagement. This role partners with Business Relationship Managers (RMs), Treasury Management Advisors (TMAs), and internal Deposit Product & Pricing teams to deliver consultative liquidity solutions for complex Regional Banking clients. As a product-agnostic advisor, the Senior Liquidity Specialist partners with a region to assist in managing a client portfolio, uncovers opportunities, leads liquidity reviews, and contributes to strategic client planning in alignment with enterprise policies and risk standards. Duties & Responsibilities: • Serve as a banker-facing liquidity subject matter expert for complex regional banking clients (e.g., business with annual revenue > $10MM), • Proactively identify opportunities through portfolio analysis, financial statement analysis, lead generation, and partnership with RMs, Deposit Pricing Analysts and TMA teams, • Assist with client liquidity reviews; develop and present tailored, client-aligned solutions, • Partners across banking, Treasury Management, Commercial, Capital Markets, and other product teams to support client strategy and execution, • Provide industry and segment insights, including trends, risks, and liquidity best practices, • Present liquidity insights and pipeline updates in team and segment forums, • Partner with Deposit Pricing and Capital Markets on exception pricing to align with client strategies, • Maintain accurate pipeline management, reporting, and activity tracking, • Communicate effectively with Regional bankers across in-person and virtual channels, • Support development of sales tools, training materials, and enablement resources Required Qualifications: • 5+ years of experience in Institutional, Commercial or Business Banking or a related role within a financial institution, • Bachelor's Degree Preferred Qualifications: • Strong knowledge of bank liquidity products, including deposit and Treasury Management solutions, • Business deposit product expertise, including Transaction Accounts, Money Market/Savings, Time Deposits, and Insured Cash Sweep (ICS), as well as Treasury Management solutions, • Strong financial modeling and analytical skills, with the ability to assess client financials and develop optimized liquidity strategies, • Understanding of the liquidity spectrum and related product solutions, • General knowledge of regional banking client needs and financial solutions, • Proven ability to lead strategic discussions and influence cross-functional stakeholders, • Familiarity with AI and advanced analytics tools used to evaluate client data and recommend optimized liquidity solutions Exempt Status: Yes Workplace Type: Office Our Approach to Office Workplace Type: Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: Total Base Pay Range 93,000.00 - 189,000.00 USD Annual The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts helping clients achieve their financial goals. Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients. Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience. Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

Proven ability to collaborate effectively across originators, portfolio managers, bankers, credit partners, operations teams, and service teams. The Associate will serve as a key partner to Senior Originators, Portfolio Managers, bankers, and internal teams, while continuing to build technical exper

JPMorganChase - - Responsibilities: Manage deals end-to-end from initial engagement through execution; coordinate stakeholders and proactively manage timelines and deliverables; Support Senior Originators by preparing materials, coordinating meetings, tracking pipeline activity, and helping drive d

As the go-to finance partner for our sales leaders who rely on clear, data-driven narratives that illuminate banker productivity and account production trends. Build strong relationships and partner closely with teammates and other key stakeholders, including Branch strategy teams, line of business

The Associate will serve as a key partner to Senior Originators, Portfolio Managers, bankers, and internal teams, while continuing to build technical expertise, client-management capabilities, and leadership skills within the equipment finance business. As an Associate Banker in Equipment Finance, y

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 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 on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications • High school diploma or equivalent, • Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience • Proven ability to build and foster relationships with clients through proactive outreach and follow up, • Ability to effectively engage and communicate with clients, • Thorough knowledge of applicable bank and branch policies, procedures and support systems, • Thorough knowledge of all retail products and services, • Proven customer service and interpersonal skills, • Experience in participating in sales campaigns/promotions, • Experience with using and demonstrating digital products and self-service technologies, • Ability to explore and identify a customer's true needs while leveraging a digital first mindset, • Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively, • Experience in the financial services industry preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holiday opportunities, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $23.75 - 29.03 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Identify, solicit, develop, manage, service, retain and grow long-term profitable commercial relationships for clients with $5MM to $75MM in annual sales. Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I III) should be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per leadership discretion. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory team to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. Manage, service and grow an assigned book of commercial banking clients. Execute on prospecting activities to grow new commercial banking households. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. Focus on driving continual improvement in portfolio revenue growth and new production revenue. Proactively contact clients to fully develop commercial banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree, or equivalent education and related training More than eight (8) years of experience with proven results in establishing new business relationships and retaining/growing existing business relationships Strong command of credit and finance Excellent verbal and written communication skills Excellent negotiation skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

The BlackArch Investment Banker has a primary role of managing the execution of client pitches, engagements and group projects including analysis and reporting.