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It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! With a global presence and extensive expertise, Santander CIB provides industry leading support for the full range of Global Banking activities. We provide global support for corporate and institutional clients, delivering tailored services, products and solutions including Mergers & Acquisitions (M&A), Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged and Structured Finance. The Difference You Make: We are seeking a Vice President in Investment Banking Coverage supporting our Tech sector. You will play a key leadership role in the origination and execution of complex transactions while developing relationships with key clients and driving new business opportunities. • Lead the origination and execution of M&A, Capital Markets, and Advisory transactions., • Manage day-to-day deal processes, ensuring milestones and timelines are met., • Oversee the development and quality control of financial models and client materials., • Serve as the primary point of contact for clients on deal execution matters., • Identify and cultivate new business opportunities in collaboration with senior bankers., • Provide mentorship and guidance to Analysts and Associates., • Travel as requested by senior deal team members and or clients. What You Bring: The ideal candidate brings experience as a Coverage Investment Banker supporting the Tech sector at a bulge bracket firm. 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: in Finance, Business or equivalent degree - Required., • Master's Degree/ MBA: MBA - Preferred., • 6+ Years in Corporate Finance as a Coverage Banker supporting the Tech sector., • Strong leadership, client relationship management, and negotiation skills., • Proven transaction execution experience in investment banking., • Advanced technical and strategic advisory capabilities., • Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions., • Ability to manage projects independently and assume a high level of responsibility., • Ability to assess and mitigate reputational, operational and credit risk., • Experience with sell-side and buy-side merger and acquisition processes and equity and debt capital raises. Certifications: • SIE, 79 and 63 It Would Be Nice For You To Have: • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education., • Experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $275,000.00 USD Maximum: $275,000.00 USD We Value Your Impact: Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

Application Deadline: 10/11/2026 Address: 555 9th St Job Family Group: Retail Banking Sales & Service Join us in building something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion, where you’ll have the opportunity to help launch new locations, shape team culture, and drive client growth from day one. We’re looking for individuals who bring creativity, a passion for business development, and an entrepreneurial mindset with a focus on building strong community and networking relationships. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. • Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities., • Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions)., • Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast., • Supports customer transactions needs based on customer traffic., • Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community., • Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes., • Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines., • Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures., • Acts as a key member of a collaborative and versatile branch and market team., • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice., • Organizes work information to ensure accuracy and completeness., • Takes the initiative to find creative approaches that make each customer’s experience feel personal., • Looks for ways to contribute to the ongoing improvement of the overall customer experience., • Contributes to business results and the overall experience delivered., • May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts., • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest., • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry., • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations., • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering., • Complies with legal and regulatory requirements for the jurisdiction., • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements., • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees., • Analyzes issues and determines next steps., • Broader work or accountabilities may be assigned as needed., • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience., • Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction., • Appropriate lending qualifications and designations., • Working knowledge of personal and small business customer needs and solutions., • Working knowledge of retail investments and lending products., • Experience in financial services is an asset., • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications., • Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience., • Passionate commitment to helping our customers., • Drive to deliver a personal customer experience., • A focus on results and the ability to thrive in a consultative sales and team-based environment., • Resourceful self-starter with courage and confidence to approach customers., • Readiness to collaborate and work in different capacities as part of a team., • Strong interpersonal skills, including the ability to build rapport and connections with customers., • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges., • Specialized knowledge., • Verbal & written communication skills - Good., • Organization skills - Good., • Collaboration & team skills - Good., • Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $50,000.00 - $100,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: _ About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at _ BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to _ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job Description Our client, a leading international investment bank, is seeking an Associate 2 level banker to join their Business & Tech-Enabled Services team in San Francisco. This established global firm operates across 24 locations throughout Asia, Europe, and the US, with over 750 professionals delivering tailored, independent advice across M&A, debt raisings and restructurings, private capital markets, and secondary advisory. Their global Business & Tech-Enabled Services team operates across numerous industry segments, offering comprehensive sector coverage and insights alongside serving the M&A and capital raising needs of their clients. As an Associate, you will work on focused deal teams with direct client exposure and meaningful transaction responsibility from day one across diverse Business & Tech-Enabled Services verticals. Key Responsibilities • Lead coordination of M&A advisory transactions and debt raisings, • Prepare and review confidential information memoranda, management presentations, and marketing materials, • Develop comprehensive financial analyses and valuation models, • Conduct sector-specific and company due diligence, • Build relationships with senior bankers, corporate clients, private equity firms, and strategic investors, • Mentor and train Analyst team members Required Qualifications • Undergraduate degree, • Investment banking background with Business & Tech-Enabled Services M&A experience (strong preference for closed deals), • Advanced financial modeling and valuation analysis expertise in Excel, • Relevant FINRA licenses (SIE, Series 63, Series 79), • Exceptional written and verbal communication skills with strong attention to detail, • Team-oriented work style with proven analytical capabilities, • Current or recent Business & Tech-Enabled Services sector experience strongly preferred Ideal Candidate Profile • Currently at Associate 2 level with proven transaction execution track record, • Experience across Business & Tech-Enabled Services sub-sectors (BPO, IT services, software-enabled services, data/analytics, etc.), • Ability to manage multiple workstreams in fast-paced environments, • Strong business judgment and strategic thinking, • Self-motivated with ownership mentality, • Passion for technology-enabled business models and services innovation What Our Client Offers • Small deal teams enabling accelerated learning and responsibility, • Direct exposure to complex Business & Tech-Enabled Services transactions and senior leadership, • Clear advancement opportunities and mentorship from experienced bankers, • Collaborative, entrepreneurial culture with access to decision-making, • Global platform with deep industry expertise across 11 sector-focused teams, • Highly competitive compensation including base salary, discretionary bonus, and long-term incentives, • Comprehensive benefits package (health, dental, vision, 401(k) with match), • Professional development support Location: San Francisco (in-office position) Timeline: This is an active search with interviews beginning immediately. Qualified candidates will be contacted promptly.

Job DescriptionHealthcare Investment Banking Analyst / Associate – Career Launch AI Talent Network Location: San Francisco, CA & New York, NY Compensation: Analyst: $150,000 – $250,000+ total compensation Associate: $250,000 – $450,000+ total compensation (Varies by firm) Type: Full-Time About This Opportunity This Healthcare Investment Banking Analyst/Associate posting is an example of the roles featured on the Career Launch AI private job board — high-paying, competitive healthcare M&A and capital markets opportunities that members receive exclusive access to. To get matched with roles like this automatically, visit: https://www.careerlaunch.ai/ Healthcare IB is one of the most sought-after pathways in finance, offering strong compensation, accelerated career growth, and exposure to biotech, pharmaceutical, medtech, and healthcare services transactions. About the Role A leading global investment bank (representative of our employer network) is hiring a Healthcare Investment Banking Analyst/Associate to support M&A execution, capital raising, and strategic advisory in the healthcare and life sciences sectors. You’ll collaborate closely with senior bankers, clients, and cross-functional deal teams on high-impact transaction work. Key Responsibilities Support execution of M&A transactions, IPOs, and capital raises in healthcare Build detailed financial models, including: DCF, LBO, merger models Operating & valuation analyses Conduct market research across biotech, pharma, medtech, and healthcare services Prepare pitchbooks, investor materials, and client presentations Participate in due diligence across financial, clinical, product, and regulatory areas Analyze industry trends and company performance metrics Assist with deal structuring, transaction logistics, and closing processes Ideal Candidate Profile Bachelor’s degree in Finance, Economics, Biology, Engineering, or related field Strong understanding of valuation, financial modeling, and corporate finance Interest in healthcare markets, biotech innovation, or medical technology Experience in IB, consulting, equity research, or life sciences preferred Exceptional analytical ability and attention to detail Excellent communication skills and a strong work ethic How Career Launch AI Helps You Land Healthcare IB Roles Breaking into healthcare investment banking is highly competitive due to firms preferring: Target-school candidates Prior IB or finance experience Internal referrals Career Launch AI improves your access by offering: AI-Powered Job Matching We identify and apply to aligned healthcare IB roles across top bulge brackets, elite boutiques, and growth-focused advisory firms. Custom Resume Versions for IB & Healthcare Finance We create targeted resume variants that highlight financial modeling, analytical work, and healthcare domain knowledge. Warm Recruiter & Banker Outreach We help connect you to investment banking teams and recruiting contacts across healthcare-focused groups. Interview Prep for IB & Technicals We support preparation on: Technical modeling Healthcare deal frameworks Market trends (biotech, pharma, medtech) Behavioral & fit interviews Deal walkthroughs Apply directly at https://www.careerlaunch.ai/

Job Description Appropriate for candidates with one full year of experience as an Associate in Investment Banking Associates at Union Square Advisors are highly qualified individuals committed to pursuing a long-term career focused on providing financial advice to our corporate clients. You will play an integral role on our Investment Banking team, providing quantitative and analytical support for mergers, acquisitions, and other financial advisory services. Associates work closely with senior bankers during all stages of the transaction so they develop both the execution and client skills required to be an effective senior banker. Job Functions: • Create, maintain and review complex financial models and valuation analyses, including company three statement models, discounted cash flow analyses, trading comparables, precedent transactions, LBO analyses, merger models and transaction impact analyses, • Manage day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors, • Assist clients in due diligence by coordinating the information flow, supervising calls and meetings between the parties, as well as reviewing and analyzing company information, • Work independently, producing high quality deliverables such as descriptive memorandums, management presentations, Board materials and other presentation materials for use in M&A transactions or strategic client dialog, • Content creation in form of presentation slides for pitch materials to clients as well as refining client management presentations, • Leverage and coordinate the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory, • Provide leadership, mentorship, training and supervision to Analysts Qualifications: • Bachelors' degree from a leading university; MBA is required for candidates that were not directly promoted, or pending promotion, from Analyst to Associate within a leading Investment Bank, • At least 3 full years of experience in Capital Markets, Investment Banking or a Corporate Finance related role (i.e. pre-MBA, or equivalent level for direct Analyst promotes)., • Direct experience in execution of M&A transactions is highly preferred, but will consider candidates with experience in an industry coverage group, private equity or similar field, • Very strong financial modeling/valuation and analytical skills, • Thorough knowledge of corporate finance and accounting, as well as understanding of key structuring aspects related to M&A transactions, • Experience managing the day-to-day execution of different types of projects and processes, • Ability to comfortably interact with clients in a professional and mature manner, • Outstanding ethics, integrity and judgment, • Intellectual curiosity, strong work ethic and desire to learn, • Ability to work in a fast-paced environment, managing multiple projects with different deal teams, • Highly organized, detail oriented and proactive, • Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity, • Excellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applications Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices. Our expertise spans many aspects of the technology landscape, including Enterprise Software and Infrastructure, FinTech, Healthcare IT, Internet+Digital Media, eCommerce, Consumer Software, AIoT & Industrial Technology and other key segments. Since inception, Union Square Advisors has advised on more than 198 strategic transactions, valued in excess of $125B. For more information, please visit http://www.usadvisors.com. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. In addition to a firm-wide vaccination and booster policy, these requirements may also include regular testing, mask wearing, social distancing and regular health checks. Requirements may change in the future with the evolving public health landscape. Union Square Advisors will consider accommodation requests. Salary Range 2nd Year Associate – $175,000 - $200,000 Powered by JazzHR G01WZckduf

Job Description Our client, a leading international investment bank, is seeking a Vice President (VP1/VP2) level banker to join their Business & Tech-Enabled Services team in San Francisco. This established global firm operates across 24 locations throughout Asia, Europe, and the US, with over 750 professionals delivering tailored, independent advice across M&A, debt raisings and restructurings, private capital markets, and secondary advisory. Their global Business & Tech-Enabled Services team operates across numerous industry segments, offering comprehensive sector coverage and insights alongside serving the M&A and capital raising needs of their clients. As a Vice President, you will lead deal execution and play a central role in client management, business development, and team leadership across diverse Business & Tech-Enabled Services verticals, with significant transaction ownership and direct client accountability. Key Responsibilities • Lead and manage end-to-end execution of M&A advisory transactions and debt raisings, overseeing deal teams and timelines, • Serve as a primary day-to-day point of contact for clients, managing relationships and communications throughout the transaction lifecycle, • Oversee the preparation and review of confidential information memoranda, management presentations, and marketing materials, • Direct the development and review of complex financial analyses and valuation models, ensuring accuracy and strategic soundness, • Drive sector-specific and company due diligence processes, • Cultivate and expand relationships with senior bankers, corporate clients, private equity firms, and strategic investors, • Support origination and business development efforts, including pitch preparation and the development of new client opportunities, • Mentor, train, and manage Associates and Analysts, providing guidance and performance feedback Required Qualifications • Undergraduate degree (MBA or advanced degree a plus), • Significant investment banking experience with Business & Tech-Enabled Services M&A track record (strong preference for closed deals), • Demonstrated ability to lead transaction execution and manage deal teams, • Advanced financial modeling and valuation analysis expertise in Excel, • Relevant FINRA licenses (SIE, Series 63, Series 79), • Exceptional written and verbal communication skills with strong attention to detail, • Team leadership capabilities with a collaborative, team-oriented work style, • Current or recent Business & Tech-Enabled Services sector experience strongly preferred Ideal Candidate Profile • Currently at VP1 or VP2 level with a proven transaction execution and client management track record, • Deep experience across Business & Tech-Enabled Services sub-sectors (BPO, IT services, software-enabled services, data/analytics, etc.), • Ability to manage multiple workstreams and deal teams in fast-paced environments, • Strong business judgment, strategic thinking, and commercial acumen, • Self-motivated leader with an ownership mentality and emerging origination instincts, • Passion for technology-enabled business models and services innovation What Our Client Offers • Lean deal teams enabling significant responsibility, client exposure, and leadership opportunity, • Direct exposure to complex Business & Tech-Enabled Services transactions and senior leadership, • Clear advancement opportunities and a path toward senior banker roles, • Collaborative, entrepreneurial culture with access to decision-making, • Global platform with deep industry expertise across 11 sector-focused teams, • Highly competitive compensation including base salary, discretionary bonus, and long-term incentives, • Comprehensive benefits package (health, dental, vision, 401(k) with match), • Professional development support Location: San Francisco (in-office position) Work Authorization: H-1B transfers considered on a case-by-case basis. Timeline: This is an active search with interviews beginning immediately. Qualified candidates will be contacted promptly.

Job Description Overview Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. As a Sr. Relationship Banker, you will play a key role in • managing, retaining, and acquiring long-lasting win-win relationships with our customers, • actively assessing clients' financial information to recommend, present, and sell additional products and services to meet their needs, • leveraging the bank’s latest technology products to meet our customers’ expanding needs We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers. Responsibilities • Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products, • Source and develop loans including but not limited to HELOC, Residential Loan and Commercial Loan, • Comply with annual renewals and all regulations for MLO; understand the interest rates, financing, and calculations to better service potential mortgage customers, • Maintain a thorough knowledge of the bank’s loan products and an understanding of the qualifications required, • Assist customers with financial needs such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange, • Highly motivated self-starter with a strong work ethic and focus on results with clients’ best interest in mind, • Applies strong critical thinking and problem-solving skills to meet clients’ needs, • Engage and partner with team members and other lines of business to offer most appropriate products to customers, • Communicates effectively and confidently while engaging with clients, • Mentor, coach and provide guidance to employees to achieve sales and service goals for the branch, • Expert in using digital resources and technologies to optimize clients’ digital banking experience, • Strong desire and ability to influence, educate, and connect customers to technology, • May perform other duties as assigned Qualifications • High school diploma or general education degree (GED) required; Bachelor’s degree preferred, • 2+ years of customer service, teller, sales experience, and MLO experience within the banking and/or financial service industry, • Series 6 and 63 investment and life insurance license, • Strong financial acumen and communication skills, • Proficiency in sales and service including prospecting and networking, • Strong familiarity and fluency with branch technology, mobile and online banking platforms, • Strong problem-solving, decision-making, and customer-service skills, • Able to adapt to new process and technologies quickly, • Ability to follow standard operating policies and procedures Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Job Description:\n\nCompany Description\n\nSpecific information regarding this recruitment process is listed below:\n • Application Opening: Monday, September 14, 2026\n • Application Deadline: Tuesday, October 13, 2026, 11:59PM (PST)\n • Compensation Range: $200,538 - $255,996 (Range A); Range B ($256,022 - $296,322)\nThis is a Permanent Exempt (PEX) position. Pursuant to the City & County of San Francisco Charter, Section 10.104.13, this position shall be exempt from competitive civil service selection, appointment and removal procedures. The person serving in this position shall serve at the pleasure of the Appointing Officer.\nTo be considered for this position, applicants are required to complete the following at the time of application submission:\n\n Apply to this posting and submit your SmartRecruiters application.\n Upload most updated resume and cover letter during the application submission process.\n\nOur MissionThe Office of the Treasurer & Tax Collector serves as the banker, tax collector, collection agent, and investment officer for the City and County of San Francisco. As the entity responsible for safeguarding the City’s money, the Office uses this expertise and authority to assist San Francisco residents through award-winning programs and initiatives that help low-income families build economic security and mobility.\nOur Vision\n We are committed to providing excellent services for taxpayers, customers, and our community. By promoting diversity, equity, and inclusion, we are a stronger, smarter, and more informed government agency.Job Description\n\nThe Chief Investment Officer (CIO) is responsible for overseeing the investment and management of the City and County’s $19+ billion Treasurer’s Investment Pool, ensuring compliance with legal and fiduciary obligations while maximizing returns within risk parameters. The CIO manages and implements an asset/liability investment strategy with a focus of matching asset maturities to know portfolio outflows within the maximum asset maturity limit of 5 years per the California Investment code, monitors and oversees the Treasurer’s Investment Pool cashflow profile and cash forecasting models, monitors market conditions, and ensures the safety, liquidity, and performance of portfolio funds in alignment with statutory requirements and the City and County’s investment policies.\nEssential Duties and Responsibilities\nInvestment Strategy & Management\n\n Maintain and execute an investment strategy of asset/liability management that aligns with the City & County’s investment mandates of safety of principal, liquidity needs, and risk tolerance.\n Manage a diversified portfolio, ensuring prudent asset allocation and risk management.\n Monitor market conditions, interest rate trends, and economic indicators to make informed investment decisions consistent with the asset/liability strategy as well as consideration of their impact on the City and County’s cashflow profile and potential changes to liquidity needs.\n Develop and maintain the Treasurer’s Investment Pool cashflow profile and five-year cash forecasting models using historical data as well as information provided by the various Pool participants.\n Manage the Pool’s duration/average maturity consistent with its liquidity needs through utilization of the duration optimization methodology.\n Conduct performance analysis and identify potential opportunities to optimize portfolio returns while maintaining the asset/liability strategy and minimizing overall portfolio risk.\n Maintain applicable securities broker and dealer relationships to affect efficient securities trade execution defined as lowest cost as well as ensuring proper and adequate coverage of the fixed income markets.\n Understand trading costs and employ a trading strategy consistent with trade and portfolio size in achieving best execution of lowest cost to the City and County.\n Provide expert knowledge to other City agencies, including the investment of funds outside of the City’s Pool for other City departments on projects involving investment services.\n\nGovernance, Compliance & Risk Management\n\n Ensure investments comply with federal, state, and local laws governing public funds, as well as the internal investment policies of the City and County.\n Maintain fiduciary oversight of treasury investments, upholding ethical and legal obligations.\n Prepare and present investment reports to the City and County’s Credit and Investment Committee, Treasury Oversight Committee, the Board of Supervisors, and the Pool’s participants as requested.\n Develop and maintain the City and County’s investment policies and procedures for investment risk management, including credit, liquidity, and market risks.\n Advise the Investment and Credit Committee of any events or development that potentially may impact the Pool’s liquidity needs and threats to maintaining safety of the Pool’s principal.\n\nStakeholder Communication & Reporting\n\n Provide regular updates on portfolio performance, market conditions, and an explanation of the investment strategy to participants of the Pool.\n Collaborate with auditors, legal advisors, and financial consultants to ensure transparency and regulatory compliance.\n Present investment recommendations and risk assessments to government boards and committees.\n Ensure the timeliness and accuracy of the various reports necessary for audit purposes, pool participant requests, and GASB requirements.\n\nLeadership & Team Management\n\n Foster relationships with external financial institutions, investment advisors, and banking partners.\n Lead the development of technology and systems to enhance investment monitoring and reporting.\n Direct activities of staff: delegating transaction authority, preparing investment management reports, investment analysis, credit research, including promotion of a team environment and staff development (e.g., directs cross-training).\n Consult with various stakeholders (City and County representatives, outside governmental agencies, banking institutions, rating agencies, and investment brokerage firms) in connection with investment policies, pooled portfolio treasury management services, financial issues, and technology or system changes and improvements.\n Manage contracts and negotiate with vendors; partner with external financial management consultants.\n Serve as a leader in the field of managing public funds and an active member in the various professional educational organizations pertaining to the management of public funds.\n\nIdeal Experience\n\n Chartered Financial Analyst (CFA), Certified Treasury Professional (CTP), or equivalent designation preferred.\n Experience in buy-side investment management of short duration fixed income portfolios.\n Experience investing within the mandates outlined in the California Investment Code of safety of principal, liquidity and then achieving a market rate of return.\n Strong knowledge of public fund investment laws, fixed-income markets, and risk management practices.\n Proven track record of managing large investment portfolios in a fiduciary capacity.\n Extensive expertise in trading fixed-income securities, money markets, and public sector investment vehicles, to include use of electronic trading platforms.\n Strong analytical and decision-making abilities.\n Excellent communication and presentation skills.\n High ethical standards and fiduciary responsibility awareness.\n Proven managerial ability to partner with treasury executive team and peers; direct investment staff and delegate authority.\n Strong communicator and ability to maintain effective broker-dealer relationships.\n Experience in portfolio analysis, risk management, cash-flow forecasting, and modeling.\n Knowledge of industry regulations, policy and best practices.\n Knowledge of investment management systems, technology, and controls.\n Experience in vendor/contract negotiation/management.\nQualifications\n\nEducation: Possession of a baccalaureate degree in economics, finance, business administration, or related field from an accredited college or university; AND\nExperience: Six (6) years of progressive management and buy-side experience in the management of short duration fixed income portfolios. Buy-side experience should include: asset/liability matching portfolio strategy; understanding of the mandates for managing public funds and fixed income markets; trading fixed income securities using electronic trading platforms; management of trading costs; capital market and economic trends and conditions impact on portfolio liquidity needs; and cash flow modeling.\nAll six (6) years of this experience must include supervising a team of professionals.\nVerification\n Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at https://sfdhr.org/how-verify-education-requirements.\nNote: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.\nAll work experience, education, training, and other information substantiating how you meet the minimum qualifications must be included on your SmartRecruiters application by the filing deadline. Information must be entered into the SmartRecruiters applicant tracking system under the headings for Experience and Education. Leaving these sections blank and attaching a resume in lieu of completing the Experience and Education sections may cause your application to be rejected.\nResumes will not be accepted in lieu of a completed City and County of San Francisco application.\nApplications completed improperly may be cause for ineligibility or disqualification.\nSELECTION PROCEDURES:\n After application submission, candidates deemed qualified must complete all subsequent steps to advance in this selection process, which includes the following:\nThe selection process will include evaluation of applications in relation to minimum requirements. Applicants meeting the minimum qualifications are not guaranteed advancement to an interview. Depending on the number of applicants, the Department may establish and implement additional screening mechanisms to comparatively evaluate the qualifications of candidates. If this becomes necessary, only those applicants whose qualifications most closely meet the needs of the Department will be invited for an interview.\nNote: Applicants who meet the minimum qualifications are not guaranteed to advance through all of the steps in the selection process.\n\nAdditional Information\n\nAdditional Information Regarding Employment with the City and County of San Francisco:\n\n Information About the Hiring Process\n Conviction History\n Employee Benefits Overview\n Equal Employment Opportunity\n Disaster Service Worker\n ADA Accommodation\n Right to Work\n Copies of Application Documents\n Diversity Statement\n\nHOW TO APPLY:\nApplications for City and County of San Francisco jobs are only accepted through an online process. Visit https://careers.sf.gov/ and begin the application process.\n\n Select the “Apply Now" button and follow instructions on the screen\n Upload most updated resume and cover letter during the application submission process\n\nApplicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org, @ccsf.edu, @smartalerts.info, and @smartrecruiters.com).\nApplicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.\nThe Office of the Treasurer & Tax Collector does not use recruiting or staffing agencies to fill this position, and no agency is authorized to represent The Office of the Treasurer & Tax Collector or this posting. If you are contacted by a recruiter, agency, or individual claiming to represent this role outside of careers.sf.gov, please do not engage, click links, or share personal or financial information. All official communications about this position will come from The Office of the Treasurer & Tax Collector staff, and the only place to apply is careers.sf.gov.\nRecruitment Analyst Information: If you have any questions regarding this recruitment or application process, please contact, Eric Louie at eric.j.louie@sfgov.org.\nAll your information will be kept confidential according to EEO guidelines.\n\nThe City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.

Job Description DC Advisory is an international investment bank with more than 750+ professionals in 24 locations throughout Asia, Europe, and the U.S. Through 11 industry-focused teams, the firm offers independent advisory services for M&A, and private capital transactions. At DC Advisory, making a difference is our common vision and our respect for diverse thinking fosters an environment for our people to thrive. We are a global investment bank committed to providing the Right Advice™ with integrity, honesty, and respect. Requirements The Role DC Advisory is currently seeking an experienced Technology Vice President (VP) with relevant background working in Technology. The VP will be an integral part of DC Advisory’s fast-growing team across all group-related matters from client engagements to team development and career building. VPs are expected to play a critical role on transaction teams and make a positive impact for our clients. We partner with our employees to advance each individual’s unique career goals while providing consistent transparent feedback fostering personal and professional growth. The VP will be responsible for leading junior bankers on transaction execution teams while acting as a daily trainer and mentor to staff. This includes deal process management, resource management, review and provide oversight on materials and work product development, and will also serve as the client liaison for day-to-day needs. The VP will also be a key contributor to business development efforts that include idea generation and development, identifying key industry themes, drafting industry thought pieces, outbound prospect calling efforts and other related marketing activities. Summary of Core Responsibilities: • Lead day-to-day transaction execution across all mandate types, • Lead a range of deal assignments including pitch and marketing materials, banker due diligence, client marketing materials development, industry research, financial modeling, and lead various in person client meetings, • Liaise with clients and prospective clients through both engaged transactions and in business development marketing situations, • Participate in client meetings and drafting sessions which may include management presentations and facilitated sessions with finance professionals, CEOs, Board Members, Financial Sponsors, and other leadership positions., • Support the execution of strategic initiatives in collaboration with internal and external stakeholders, • Provide oversight, mentorship and training to junior investment bankers on a daily basis, • Oversee the creation of various financial models and analyses from the ground up with minimal direction, • Serve as role model to junior bankers by identifying training and learning opportunities as well as monitoring work quality, • Participate in the junior banker talent management programs – hiring, selection and training Qualifications • Demonstrates proficiency in managing the investment banking transaction processes and using appropriate judgment at all times, • Prior experience strongly preferred, • Bachelor’s Degree required / MBA preferred, • Minimum of 6 years of prior investment banking or equivalent M&A experience, • SIE Exam, Series 79 and Series 63 required Benefits • Base Salary: $250,000 + annual discretionary bonus, • Medical Insurance, • Dental Insurance, • Vision Insurance, • Commuter Benefits, • Disability Insurance, • 401(K), • Pet Insurance

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Disruptive Commerce and Internet Banking team, you will be responsible for growing and retaining profitable relationships within Commercial & Specialized Industries specializing in Disruptive Commerce and Internet. The Disruptive Commerce and Internet Banking team is part of J.P. Morgan's Commercial and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities • Demonstrate the ability to build a brand within your market that represents the Disruptive Commerce and Internet Banking team as the "Leading Innovation Economy bank serving the best and most diverse clients", • Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments, • Relentlessly focus on seeking out the best and most influential founders powering innovation by leveraging a referral network built through business activities and relationship development, • Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately, • Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Required Qualifications, Capabilities and Skills • 5+ years of related experience, • Strong understanding of Commercial Banking products and services, • Excellent sales management and business development skills, • Proficiency in building and maintaining positive client relationships, • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners, • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done, • FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills • Bachelor's degree and formal credit training preferred, • Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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 Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

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 a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. Job responsibilities include: • Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community., • Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships., • Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit., • Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures., • Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience., • Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night., • Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. Required qualifications, capabilities, and skills include: • You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently., • You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively., • You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment., • You have a strong passion for educating the branch team and partners, helping them stay connected and informed., • You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed., • You have 1+ years of retail banking experience., • You have a high school degree, GED, or foreign equivalent., • You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills include: • You have 6+ months of Associate Banker (Teller) experience., • You have a college degree or military equivalent. Training and Travel Requirement: • You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead., • You'll need to be able to travel as required for in-person training and meetings. Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us: 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 About the Team: 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.

Citi's Early ID Program is designed to identify and develop future talent through mentorship, training, professional development, and career exploration opportunities. This exclusive three-week virtual experience provides undergraduate sophomores with the opportunity to learn more about Citi, strengthen their professional skills, build meaningful connections, and explore career opportunities across the firm. Participants will engage in: • Mentorship, • Professional development programming, • Training and educational webinars, • Networking opportunities, • Personalized interview preparation, • Exposure to Citi's culture and businesses Program Experience The Early ID Program is designed for undergraduate sophomores interested in exploring careers within financial services and learning more about opportunities at Citi. As part of the application process, students will select a business track aligned with their interests. For Fall 2026, students may apply to opportunities within either the Banking track or the Markets track. Throughout the program, participants will engage with Citi professionals, participate in virtual programming, and receive guidance designed to support their professional growth and preparation for future recruiting opportunities. About This Opportunity As part of Citi's Early ID Program, you are applying for a specific opportunity within the Corporate Banking Technology track located in San Francisco. Corporate Bankers are relationship-focused finance professionals responsible for understanding the wide range of complex financial issues facing our clients around the world. As a Corporate Banker; you will drive the client dialogue on capital structure; liability management; liquidity and funding strategies; risk management; and investment solutions. Unique to Citi, Corporate Bankers are also responsible for deciding where to invest the firm's capital and executing on those investments. Corporate Bankers work in partnership with various Citi groups across the firm including Risk Management, Investment Banking Coverage, ECM, and DCM. Eligibility Qualifications We want to hear from you if: • You are currently a sophomore enrolled in a four-year bachelor's degree program from an accredited institution., • This program is open to all students. We encourage applications from students who are motivated, curious, and interested in exploring careers within financial services., • A cumulative GPA of 3.3 or above is preferred. Our Commitment Citi is committed to identifying, developing, and investing in future talent. Through programs like Early ID, we provide students with opportunities to learn, grow, build meaningful connections, and explore careers across the firm. Application Guidelines Students may submit applications to a maximum of two (2) Early ID opportunities. A separate application is required for each opportunity. Only the first two completed applications submitted by a candidate will be considered. All applications must be submitted by the posted application deadline. Application Deadline Applications close on October 23rd at 11:59 PM ET.

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.

The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. • Actively identify prospects and establish contact with them/convert prospects into clients., • Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation., • Anticipate events in a client's life and business which have significant financial implications., • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters., • Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank., • Effectively manage client expectations regarding what can and cannot be executed on their behalf., • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate., • Uncover needs that are not articulated or clearly expressed by the client., • Bring together the product experts to develop long-term solutions to strengthen relationships with the firm., • Help clients achieve broad financial/investment goals related to the creation and management of wealth., • Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs., • Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives., • Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction., • Establish a referral network and gain introductions to potential clients which generate new sales., • Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank., • Help team members acquire the experience necessary to establish credibility with clients and intermediaries., • Demonstrate strong commitment to team success and place team goals above personal achievement., • Encourage team members to work together to deepen client relationships and exceed sales goals., • Align complementary experiences and skill sets of team members to maximize client effectiveness., • Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues., • Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate., • Ensure compliance on regulatory requirements and minimizes any potential liability for Citi., • Ensure strong controls and effective operational and administrative services., • Set an example of behaviour to all staff., • Partner with colleagues across the Citi network to leverage capabilities and share expertise., • Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi., • Ensure clients are presented with seamless execution of internal processes and Citigroup services., • Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution., • Understand and communicate the risk involved with various investment strategies., • Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity., • Persevere in delivering what is promised, even when obstacles arise., • Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability., • Understand the broad array of products and services under the Citi umbrella., • Apply an in-depth level of knowledge in key investment and financing products., • Develop expertise to identify business opportunities and address the unique needs of specific client segments., • Keep abreast of financial industry developments and current global market conditions., • Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism., • Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency., • 15+ years of experience, • Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling, • Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities., • Bachelor's/University degree, Master's degree preferred Private Client Coverage Private Banker Full time San Francisco California United States $200,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Please see the requirements listed above. For complementary skills, please see above and/or contact the recruiter.

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 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including 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 partnering with other branch team members 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. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us 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 About the Team 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.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities • Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed, • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses, • Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects, • Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships, • Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions, • Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities, • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills • Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience, • Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate, • Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments, • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently, • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines, • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done, • Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills • Bachelor's degree in Finance or related field, or equivalent work experience, • Minimum of 3 years' managing clients >$10+MM revenue, • Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint, • In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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 business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

HOF Capital is a global multi-stage venture capital (VC) firm that partners with the world's best founders and helps them build generational category-defining technology companies. Since launching its first fund in 2016, the firm has invested in some of the most successful technology startups of the past decade (e.g., SpaceX, OpenAI, Neuralink, Anthropic, xAI, etc.) and achieved top-tier investment performance throughout its history, which has enabled the firm to grow rapidly to $10B+ of assets under management (AUM). Due to this rapid growth, HOF Capital is seeking an A+ player to join its early-stage VC investment team. This VC Senior Analyst will learn from and work directly with the firm's Partners to execute all aspects of the VC investment & portfolio management process, including sourcing new investment opportunities, conducting due diligence, and providing portfolio companies with post-investment support. If successful, this VC Senior Analyst will have the opportunity to become a long-term member of the firm's investment team with a path to eventually becoming a Partner at the firm. Minimum qualifications: • 1 - 2 years of previous work experience as a startup founder, VC/PE investor, engineer, product manager, investment banker, management consultant, hedge fund investor, and/or quant trader., • Graduated from or currently enrolled at a top-tier university., • Experience building software applications/infrastructure and/or AI/ML models., • Excellent professional & academic performance., • Independent thinker with outstanding intellectual & analytical aptitude., • Extremely capable, disciplined, responsible, hard-working, detail-oriented, conscientious, and self-motivated., • Strong interpersonal & communication skills., • Team player with no ego., • Innate desire to become the best., • Genuine passion for finding, investing in, & supporting technology startups that have the potential to become generational category-defining companies. The ideal candidate should be excited to: • Do whatever is needed to help HOF Capital and its portfolio companies become leaders in their industries., • Build strong relationships throughout the technology, VC, & startup ecosystem in order to help HOF Capital identify promising new founders & startups as early in their journeys as possible., • Develop deep domain expertise in the technologies & business models within HOF Capital's areas of interest (e.g., AI, software, deep tech, etc.)., • Play an important role in evaluating investment opportunities (e.g., leading due diligence meetings with founders, conducting expert calls & reference checks, evaluating products & technologies, researching markets & competition, verifying assumptions & claims, etc.)., • Help HOF Capital's portfolio companies become as successful as possible, no matter what it takes., • Work with other HOF Capital team members to ensure the success of other firm-wide initiatives. Compensation: • Competitive salary + bonus + benefits. Flexible work from home options available.

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion. Job Responsibilities: • Act as a primary interface with our Mid-Cap Investment Banking Team, • Acquire new clients and maintaining and deepening a portfolio of relationships., • Act as the interface between our financial sponsors team and portfolio companies, • Growing and retain profitable relationships within the Mid-Corporate Banking target market, • Champion a culture of innovation and a customer centric mindset, • Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships, • Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills: • Five plus years of lending or credit support related experience with a focus on business relationships, • Understanding of Commercial Banking products and services, • Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs, • Ability to collaborate with internal partners and resources, • Demonstrated experience of meeting or exceeding sales goals, • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines, • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners, • Deep local connections and market knowledge, • Corporate finance expertise and strong transaction execution skills, • FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills: • Bachelor's degree and formal credit training, • Sales management, business development skills, proficiency in building and maintaining positive client relationships, • Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions., • Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask, • Excellent business judgment, strategic thinking, self-directed, proactive and creative FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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 Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. Citi Wealth at Work division is dedicated to empowering individuals and families associated with leading corporations and to achieve their financial aspirations. We work with Venture-backed companies and individuals to prepare them for monetization and wealth creation events. We offer comprehensive wealth management solutions, personalized advice, and access to a broad range of financial products and services tailored to the unique needs of successful professionals and executives. Job Summary: We are seeking an experienced and highly motivated Private Banker to join our dynamic Wealth at Work team, specializing in the Technology and Healthcare sectors. The successful candidate will be responsible for driving significant revenue growth, expanding Assets Under Management (AUM), and aggressively acquiring new high-net-worth (HNW) clients. This role is crucial for candidates who possess a deep understanding of wealth creation and liquidity events, including comprehensive knowledge of capital tables, and an established network within the Tech and Healthcare ecosystems. This is not a role for traditional long-term investment advising; rather, it requires a proactive approach to business development, exceptional client relationship management skills, and a sophisticated understanding of complex financial strategies tailored for clients experiencing significant, often rapid, wealth accumulation. The ideal candidate will be a recognized thought leader, possessing deep subject matter expertise in managing concentrated stock positions, private stock, and other sophisticated banking and lending products specifically tailored for clients in these industries. Responsibilities: • Business Development: Proactively identify and pursue opportunities to generate revenue and materially increase Assets Under Management (AUM) through new client acquisition and deepening existing client relationships., • Specialized Client Acquisition (Tech & Healthcare Liquidity Events): Develop and execute sophisticated strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, with an exclusive emphasis on founders, executives, and key employees in the Technology and Healthcare sectors. This includes actively targeting individuals involved in wealth creation and liquidity events such as IPOs, M&A, significant funding rounds, and other transformational financial milestones., • Strategic Advisory & Thought Leadership: Serve as a thought leader and subject matter expert for clients with complex financial needs, particularly those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions pertinent to the Tech and Healthcare sectors. Provide strategic guidance and innovative solutions to help clients navigate liquidity events, understand the intricacies of capital tables, and manage their wealth effectively., • Established Network & Ecosystem Engagement: Leverage an existing, robust network within the Technology and Healthcare venture capital, private equity, startup, and corporate executive communities to generate qualified referrals and proprietary new business opportunities. Actively engage with key influencers and participate in industry events., • Client Relationship Management: Serve as a trusted advisor to clients, understanding their complex financial needs, goals, and risk tolerance to provide tailored wealth management solutions that go beyond traditional retirement planning., • Working with Integrated Client Engagement team to create and manage pipeline between Wealth at Work and Banking, • Educate Bankers in CCB and Corp Bank to increase awareness about our offerings and capabilities., • Responsible for evaluating client profiles in terms of returns expectation, risk appetite, time horizon, liquidity needs, • Work with extended banking teams to help complete KYC and other due diligence needed when onboarding complex relationships, • Attend client meetings with CCB and Corp Bankers and participate in presentations and sales pitches as needed., • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 10+ years of experience in private banking, wealth management or a related client-facing financial role with a proven and quantifiable track record of success in new business development in the HNW segment, • FINRA Licensed Series 7, 63/ 66, • Profound and proven expertise as a thought leader in managing and advising on complex financial scenarios arising from liquidity events, including concentrated stock positions, private stock, and a comprehensive understanding of capital tables. This includes expertise in strategies for diversification, monetization, risk management, and lending solutions against significant equity holdings., • Sales and relationship management skills including a track record of building successful relationships with external clients and internal partners., • Self-starter with creative problem-solving skills., • Highly proactive, self-starter with an entrepreneurial mindset, exceptional work ethic, and a results-oriented approach focused on maximizing client outcomes. Education: • Bachelor's/University degree, Master's degree preferred

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities • Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed, • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses, • Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships., • Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners, • Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects, • Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship, • Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions, • Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience, • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills • Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience, • Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards, • Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done, • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently, • Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate, • Balance needs of clients with associated risks and interests of the firm, • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills • Bachelor's degree in Finance or related field, or equivalent work experience, • Minimum of 3 years' managing clients >$10+MM revenue, • In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts, • Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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. 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 business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

Private Banker 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. 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 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 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.

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion. Job Responsibilities: • Act as a primary interface with our Mid-Cap Investment Banking Team, • Acquire new clients and maintaining and deepening a portfolio of relationships., • Act as the interface between our financial sponsors team and portfolio companies, • Growing and retain profitable relationships within the Mid-Corporate Banking target market, • Champion a culture of innovation and a customer centric mindset, • Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships, • Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills: • Five plus years of lending or credit support related experience with a focus on business relationships, • Understanding of Commercial Banking products and services, • Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs, • Ability to collaborate with internal partners and resources, • Demonstrated experience of meeting or exceeding sales goals, • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines, • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners, • Deep local connections and market knowledge, • Corporate finance expertise and strong transaction execution skills, • FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills: • Bachelor's degree and formal credit training, • Sales management, business development skills, proficiency in building and maintaining positive client relationships, • Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions., • Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask, • Excellent business judgment, strategic thinking, self-directed, proactive and creative FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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 Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Position: Investment Banking Analyst Location: San Francisco, CA (Hybrid, 3 days in office) Company Overview Financial Technology Partners ("FT Partners") is one of the most successful boutique investment banks on Wall Street. Headquartered in San Francisco, with additional offices in New York City and London, FT Partners has advised on some of the most meaningful and high-profile transactions in the Financial Technology ("FinTech") sector in recent years. Founded by Steve McLaughlin, our Managing Partner and a former senior investment banker at Goldman Sachs & Co., FT Partners comprises a team of highly experienced professionals with backgrounds in the financial technology, M&A, and investment banking divisions of Goldman Sachs in New York, San Francisco, London, and Los Angeles. Role Overview As an Investment Banking Analyst, you will be deeply involved in all aspects of live transactions and business development efforts, including: • Building detailed financial models and valuations, • Conducting industry and company research, • Preparing strategic analyses, recommendations, and presentations, • Supporting client engagements, due diligence, and execution, • Collaborating closely with senior bankers to manage deal processes, • Mentoring and training new analysts and interns This role offers unparalleled exposure to leading FinTech CEOs, venture capital and private equity investors, and innovative technology firms, as well as direct collaboration with highly experienced senior bankers. General Qualifications • 12 years of full-time investment banking experience, preferably in M&A or sell-side advisory., • Bachelor's degree with a minimum GPA of 3.5., • U.S. work authorization required (FT Partners does not sponsor applicants for work visas)., • Proven ability to lead and manage projects effectively., • Exceptional analytical, quantitative, and technical skills., • High proficiency in Excel and PowerPoint., • Excellent organization, time management, and attention to detail., • Strong presentation and communication skills., • Entrepreneurial mindset with the drive to take initiative., • Ability to work well under pressure in a team-oriented environment. Communication Skills • Exceptional verbal and written communication abilities., • Comfort preparing and delivering client-facing materials., • Professional maturity and poise to work directly with executive-level clients. Team Player • Collaborative and ethical contributor who inspires trust and upholds firm values., • Strong sense of accountability, integrity, and follow-through., • Excels in high-pressure environments with tight deadlines., • Supports and mentors peers to foster long-term team development. Why FT Partners? • Senior leadership includes alumni of Goldman Sachs and Morgan Stanley., • Award-winning execution named Investment Bank of the Year and Boutique of the Year, among other accolades., • Work on billion-dollar transactions and high-growth venture-backed deals., • Outstanding deal flow and exposure to premier global clients., • Exceptional career trajectory and highly competitive compensation., • Direct interaction with top FinTech executives and investors., • Dominant footprint in one of the fastest-growing global sectors., • Tight-knit, entrepreneurial culture with strong mentorship and growth opportunities. Selected Transactions • Divvy's $2.5 billion Sale to Bill.com, • GreenSky's $2.2 billion Sale to Goldman Sachs, • Forge's $2 billion Merger with Motive Capital Corp., • Truebill's $1.3 billion Sale to Rocket Companies, • Revolut's $800 million Financing at a $33 billion Valuation, • SpotOn's $300 million Series F Financing at a $3.6 billion Valuation, • Upgrade's $280 million Series F Financing at a $6 billion Valuation, • CAIS' $225 million Series C Financing at a $1 billion+ Valuation, • Bilt's $200 million Financing at a $3.1 billion valuation, • Newfront's $200 million Financing at a $2.2 billion Valuation, • DailyPay's $75 million Financing at a $1.8 billion Valuation, • Cart.com's $60 million Series C Financing at $1.2 billion Valuation, • Acorn's Acquisition of GoHenry Inclusion and Equal Opportunity Employment Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We welcome all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected classification.

Job Description As part of our aggressive growth strategy, we are seeking Debt + Equity Producers to join Northmarq's San Francisco, CA office. This individual will become a top Producer who wants to take their production to the next level. Our unique, entrepreneurial approach to building and supporting teams allows our Producers to develop a business within our platform. This position will be given autonomy to create their own business model and will be responsible for the leadership and bottom-line success of their team. Position Responsibilities: • Originate, underwrite, package, and appraise real estate and prepare investment proposals, with particular emphasis on multi-family business., • Knowledge of investment standards, criteria, and program requirements, including money availability of institutional investors., • Understands the closing and servicing function of the correspondent system., • Key relationships will be established with real estate owners/borrowers, investors, lenders, brokers, bankers, contractors, and other real estate groups. Additionally, interactions with attorneys, environmental specialists, surveyors, and title companies are crucial. What We're Looking For:, • Education: A four-year college degree, preferably with a major in real estate finance or business. An MBA degree is desirable., • Work Experience: A minimum of five years of experience as a CRE mortgage banker or equivalent., • Strong verbal and written communication skills, with an ability to articulate thoughts effectively., • Proven problem-solving skills, successfully originating real estate investment transactions aligning with the needs of both the property owner and the investor., • Ability to fully analyze all aspects of an investment from both the property owner's and investor's perspectives., • Expertise in negotiation with personal connections to major local real estate owners and investors., • Knowledge of multi-family loans and familiarity with Agency business (Fannie Mae and Freddie Mac) is a plus., • Active Memberships in local and national industry organizations., • Willingness to engage in frequent local travel with occasional out-of-state travel.Required Professional Certifications or Licenses: The candidate must hold a current valid real estate license in the state where they will work prior to starting the program or obtain one within the first 120 days of beginning with Northmarq. California Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum starting salary for the Debt + Equity Producer position is $68,640.00 annually [$33.00 per hour] plus bonus and full benefits offered. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-AN1 #LI-Onsite

Investment Banking - Banker - Tech - VP - New York or San Francisco. Years in Corporate Finance as a Coverage Banker supporting the Tech sector. Proven transaction execution experience in investment banking.

Investment Banking - Banker - Tech - VP - New York or San Francisco. The Difference You Make: We are seeking a Vice President in Investment Banking Coverage supporting our Tech sector. Identify and cultivate new business opportunities in collaboration with senior bankers.

Job DescriptionInvestment Banking Analyst (Full-Time / Internship) Career Launch AI (Talent Platform & Staffing Partner) Location: San Francisco, United States (Hybrid) Employment Type: Full-Time or Internship Experience Level: Entry-Level to Early Career About Career Launch AI Career Launch AI is a talent platform that connects high-potential candidates with opportunities across investment banking, private equity, venture capital, and high-growth companies. We partner with a network of employers to place candidates into roles aligned with their skills and career goals. By applying, candidates are considered not only for this role, but for 120+ active opportunities within our partner network. Role Overview We are seeking motivated and detail-oriented candidates for an Investment Banking Analyst role within our partner network. This position offers hands-on exposure to financial analysis, deal execution, and client advisory. Candidates will support senior professionals across live transactions, gaining experience in valuation, market research, and investment strategy. Key Responsibilities Build and maintain financial models for valuation and investment analysis Support deal sourcing and pipeline management to track opportunities Conduct market research and industry analysis to identify trends Assist in due diligence processes and transaction execution Prepare pitch books, presentations, and client materials Analyze financial statements and performance metrics Collaborate with internal teams and external stakeholders Track and report on KPIs and deal progress Maintain compliance with relevant financial regulations and internal policies Required Qualifications Bachelor’s degree (or in progress) in Finance, Economics, Business, or related field Strong understanding of financial modeling, valuation, and accounting principles Proficiency in Excel and PowerPoint Strong analytical and problem-solving skills Excellent written and verbal communication abilities Ability to manage multiple priorities in a fast-paced environment Preferred Qualifications Prior internship or experience in investment banking, consulting, or finance Familiarity with DCF, comparable company analysis, and transaction modeling Experience supporting client-facing presentations Interest in capital markets, M&A, or private investments Compensation & Benefits Competitive base salary (varies by placement and experience) Performance-based incentives (where applicable) Hybrid work flexibility (role-dependent) Professional development and training opportunities Work Environment Hybrid work model (New York-based roles may require in-office presence) Fast-paced, performance-driven environment Collaborative, team-oriented culture Equal Opportunity Statement Career Launch AI and its partner companies are equal opportunity employers. We evaluate all applicants based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, national origin, disability, or any other protected status. Important Transparency Notice Career Launch AI operates as a staffing and talent placement platform. By applying, you consent to being considered for this role and other relevant opportunities within our partner network. How to Apply Submit your application through LinkedIn. Qualified candidates will be contacted regarding next steps, which may include screening and interviews with partner firms.

Job Description Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. As a Relationship Banker, you will play a key role in • managing, retaining, and acquiring long-lasting win-win relationships with our customers, • identifying and understanding customers’ long-term financial needs and offering tailored product and services solutions, • leveraging the bank’s latest technology products to meet our customers’ expanding needs We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers. Responsibilities • Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products, • Source and develop loans including but not limited to HELOC, Residential Loan and Commercial Loan, • MLO position only: Comply with annual renewals and all regulations for MLO; understand the interest rates, financing, and calculations to better service potential mortgage customers, • Maintain a thorough knowledge of the bank’s deposit, loan and ancillary products and an understanding of the qualifications required, • Assist customers with financial needs such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange., • Highly motivated self-starter with a strong work ethic and focus on results with clients’ best interest in mind, • Applies strong critical thinking and problem-solving skills to meet clients’ needs, • Engage and partner with team members and other lines of business to offer most appropriate products to customers based on customers’ need, • Communicates effectively and confidently while engaging with clients, • Able to learn products, services, and technologies quickly and educate customers on conducting banking transactions online, via mobile app and self-service portals, • Expert in using digital resources and technologies to optimize clients’ digital banking experience, • Strong desire and ability to influence, educate, and connect customers to technology, • Perform other duties as assigned Qualifications • High school diploma or general education degree (GED) required; Bachelor’s degree preferred, • 2+ years of customer service, teller, sales experience, and MLO experience within the banking and/or financial service industry highly preferred, • Strong working knowledge of branch operations, • Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships, and delivering results, • Professional and thorough, with strong follow-up skills, • Able to adapt to new process and technologies quickly, • Strong familiarity and fluency with branch technology, mobile and online banking platforms, • Strong problem-solving, decision-making, and customer-service skills Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.