Bank of America jobs in Sacramento, CA - 90 jobs

Advisor Development Program Client Associate
Bank of America 4.7
Bank of America job in Sacramento, CA
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Job Description: The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in: Developing a book of business in order to meet and exceed established performance hurdles Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning Organizing and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Completing mandated training, assessments, performance goals and continuing education requirements We'll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Displays confidence working as a self-starter in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven growth mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) Proven ability to quickly build trust and credibility Proven ability to assess needs of and recommend appropriate solutions Proven ability to work both collaboratively on a team with key partners and independently Proven ability to listen and probe for clarity and understanding Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking Strong follow-through skills Computer/technical literacy and proficiency in applications such as Microsoft Suite Desired Qualifications: Bachelor's degree and/or a minimum of one year of work experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously Job Responsibilities: Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Trade Operations Management Administrative Services Client Investments Management Emotional Intelligence Referral Identification Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - CA - Sacramento - 555 Capitol Mall - SACRAMENTO MAIN OFFICE (CA3117) Pay and benefits information Pay range$33.65 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$33.7-33.7 hourly Auto-Apply 53d ago

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Business Banking Relationship Manager
Bank of America 4.7
Bank of America job in Roseville, CA
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture Required Qualifications: Has proven success in consultative sales in financial services or in business-to-business sales Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers Is passionate about outside sales and enjoys spending time prospecting Wants to enhance existing relationships and exceed sales goals Can analyze financial conditions of clients and industry trends Can understand and interpret financial statements and cash flow analysis Has excellent communication skills and demonstrated leadership ability Enjoys partnering and negotiating with a team of bank employees to solve client issues Demonstrated management of a client portfolio with focus on relationship development and deepening Thorough knowledge of small business financial products and services Familiarity with CRM platforms and other banking systems Desired Qualifications: Community leadership Strong computer skills with an ability to multitask in a demanding environment Undergraduate degree in business, finance or economics preferred or seven years relevant work experience Skills: Client Experience Branding Client Management Client Solutions Advisory Customer and Client Focus Pipeline Management Credit Documentation Requirements Financial Analysis Oral Communications Prioritization Written Communications Coaching Interpret Relevant Laws, Rules, and Regulations Prospecting Risk Management Minimum Education Requirement: High School Diploma/GED or equivalent work experience Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Roseville - 2998 DOUGLAS BLVD (CA2945) Pay and benefits information Pay range$75,000.00 - $110,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$75k-110k yearly Auto-Apply 32d ago
Analyst - B2B Growth Enablement Insights
American Express 4.8
Sacramento, CA job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** The B2B Growth Enablement Insights Analyst will play a key role in scaling the expansion of charge volume across the Large Market and Global Commercial Services client base. This role partners closely with sales leaders, individual contributors, and cross-functional stakeholders to ensure teams have the data, insights, and operational support needed to drive increased expansion charge volume. Designed as a force multiplier for a virtual U.S. based expansion sales organization, this role sits at the intersection of data, process, and sales execution, driving measurable business growth by enabling teams to expand B2B charge volume across the client base. + Partner with sales leaders, individual contributors, and key business partners to assist and execute key strategic expansion and growth projects. + Conduct analysis of spending, supplier data, and portfolio/vertical trends to identify growth opportunities. + Maintain accurate Salesforce (OneForce) data, dashboards, and reporting to provide visibility into expansion activity, enablement progress, and impact on charge volume growth + Apply clear prioritization and engagement criteria to ensure support efforts are focused on the highest-impact accounts and initiatives **Minimum Qualifications** + Experience working with data to identify trends, insights, or growth opportunities, including comfort with large or complex datasets + Strong analytical and problem-solving skills with financial acumen; proficiency in Excel and PowerPoint required (Salesforce experience a plus). + Strong organizational and project management skills, with the ability to coordinate across multiple stakeholders and priorities + Effective written and verbal communication skills, with the ability to translate complex information into clear, actionable guidance + Ability to prioritize work based on business impact and operate effectively in a fast-paced, collaborative setting + Intellectual curiosity and ability to work through ambiguity. + Location: United States, Virtual **Preferred Qualifications** + Bachelors Degree + 3 years of experience in sales enablement, sales operations, commercial analytics, project management, or a related role supporting B2B sales teams **Qualifications** Salary Range: $65,500.00 to $102,500.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 26001057
$65.5k-102.5k yearly 5d ago
Cash Vault Operations Processor 4
U.S. Bank 4.6
Sacramento, CA job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description This is a cross-functional position that provides production support to multiple groups within Operations Services or enterprise wide. Executes a variety of routine tasks within multiple operational systems and interacts with multiple internal partners. Duties may include functions related to payment transactions or claim processing, data entry, archiving, researching, troubleshooting and vendor/client interaction. May have direct contact with 3rd party vendors and / or external customers. Researches exceptions and escalate issues to management as appropriate. May have the opportunity to recommend and implement developed processing improvements within production. Certain positions will require the ability to move trays and carts of work, stand or sit for extended periods of time, and repetitive motions Basic Qualifications - High school diploma or equivalent - Two to four years or more of operations services related work experience Preferred Skills/Experience - Knowledge of products, services, terminology, procedures and systems related to assigned area, as well as applicable laws and regulatory requirements - Proven commitment to high quality customer service - Ability to work well with external and internal customers - Good time management skills to maximize production and execution of tasks in a fast-paced environment - Good understanding and knowledge of internal policies and procedures within Operations Services and enterprise wide - Physical requirements could include lifting trays of work, pushing carts of work, standing or sitting for extended periods of time, and repetitive motions - Ability to identify, analyze and resolve exceptions through data interpretation - Strong PC skills -Good verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $25.77 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
$20-25.8 hourly Auto-Apply 5d ago
WM Affluent Associate
U.S. Bank 4.6
Sacramento, CA job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** Provides sales, processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Investments. Performs administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists in business development at the direction of the Financial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives. **Basic Qualifications** - High school diploma or equivalent (Bachelor's degree preferred) - Five or more years of investment industry experience preferred - FINRA SIE, Series 7, Series 63 and 65/or 66 registrations and life, variable life, health and disability licenses **Preferred Skills/Experience** - Strong knowledge of the financial services industry, specifically with investment advisory and brokerages services, internal policies, procedures, and all associated regulatory requirements - Experience with the policies, processes and procedures of the brokerage industry, FINRA and SEC regulatory standards and all applicable regulatory bodies, ensuring regulatory standards are met - Has a deep understanding of the Financial Advisor's business model, needs and key drivers as well as the sales process - Considerable knowledge of internal administrative, compliance and operational procedures - Strong communication, organization, problem-solving, prioritization, follow-up and relationship building skills **_This role may be eligible for additional compensation through the Wealth Management Associate Monthly Incentive Sharing Program._** If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (************************************************* . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $27.55 - $36.73 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
$27.6-36.7 hourly 10d ago
Regional Manager of State & Local Government Relations - West Region
Jpmorganchase 4.8
Sacramento, CA job
JPMorganChase is hiring a Vice President, Regional Manager of State & Local Government Relations to cover California, (CA), Alaska (AK) and Hawaii (HI). The Regional Manager position is located in Sacramento and reports to the West Region Executive of State and Local Government Relations. Global Government Relations (GGR) is housed within Corporate Responsibility and is responsible for developing and implementing a comprehensive policy, regulatory and advocacy strategy on behalf of JPMorgan Chase. This includes engaging in balanced advocacy with regulators and policymakers, understanding and providing thought leadership on how policies affect the firm's clients and economic growth overall, and governing internal coordination among regions and lines of business on global regulatory reform issues. As a State Government Relations Manager within the State and Local Government Relations (SGR) team, you will lead the company's strategy within the assigned region, monitoring legislative activities, analyzing policy and political trends, and engaging with agencies as well as state and local public officials. You will collaborate with the firm's lines of business about emerging issues, and develop, support, and promote the advancement of priority public policy objectives. Working closely with the firm's communications and public affairs teams, you will be responsible for developing and executing advocacy campaigns, manage regulatory risks, and increase awareness and engagement with key government partners in the region. Job Responsibilities Understand the governmental and political environment within assigned region, CA, AK, HI. Monitor and influence regulatory, legislative, and political developments, analyze potential impacts, and communicate relevant updates to internal stakeholders. Build and maintain strong relationships with elected officials, regulatory agencies, and community leaders. Engage and manage external state and local trade associations, contract lobbyists, and national organizations, as assigned. Engage internal partners (Regional Communications, Corporate Communications, Public Affairs) to develop advocacy campaigns, including events, messaging and tactics that will resonate with policy makers and highlight JPMC's economic impact and business footprint in key markets in the region. Coordinate with Corporate Responsibility and Line of Business colleagues to identify, develop and leverage opportunities to highlight for the firm's philanthropic initiatives and market expansion efforts. Collaborate with cross-functional teams to align government relations activities with company priorities. Support senior executives on government relations priorities. Required qualifications, capabilities, and skills Existing relationships and understanding of politics and state and local legislative process of the assigned region. Experience lobbying, working on public affairs advocacy campaigns and/or political campaigns. Background developing integrated messaging to support policy, legislative, and public affairs strategies. Understanding and background in financial services and business issues Strong project management, written communication skills Proven ability to build effective, collaborative relationships Impeccable integrity. Proven strong work ethic. 10+ years of total relevant experience. Preferred qualifications, capabilities, and skills Graduate degree or equivalent experience preferred. 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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
$91k-134k yearly est. Auto-Apply 60d+ ago
Senior Home Lending Advisor, Sacramento, CA
Jpmorgan Chase 4.8
Antelope, CA job
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. **Job responsibilities** + Coaches and mentors the branch team by providing training on products and services. + Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. + Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. + Builds role as the internal and external mortgage expert and maintains good relationships with customers. + Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. **Required qualifications, capabilities, and skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + 3+ years of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local area + Excellent written and oral communication skills + Knowledge of FHA, VA, FNMA, and FHLMC guidelines **Preferred qualifications, capabilities, and skills** + FHA/VA sales experience + Marketing, promoting, relationship building, and consulting skills + Intermediate PC skills in a Windows environment 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. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************** 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 **Base Pay/Salary** Antelope,CA $16.50 - $16.50 / hour: Lincoln,CA $16.50 - $16.50 / hour
$16.5-16.5 hourly 60d+ ago
Lead Cybersecurity Engineer; HP NonStop Systems
Capital One 4.7
Sacramento, CA job
In this key technical Lead Cybersecurity role, you'll be responsible for the overall security architecture, design, and configuration of the PULSE HP NonStop Switch environments. You will interact with strategic vendors and internal/external teams to architect, design, and support both production and development systems, including the administration of these environments. As part of the Cyber team, you will design and develop Debit Systems Security Solutions, focusing on areas like network and OS administrative tasks on the NonStop platform. In addition, you will be crucial in interpreting, drafting, and communicating security policies and procedures, ensuring adherence to regulatory requirements like PCI, FFIEC, SSAE-16, and SOX. The platform will facilitate the delivery of highly complex secure systems, cyber applications, technical projects, and risk requirements. You will drive the Cybersecurity engineering roadmap with a focus on platform resilience and the mitigation of operational risk. About you: + Values well thought out solutions and applies service-oriented security architecture principles. + Automates everything by default by developing custom utilities to improve processes. + Strives for simplicity in the solutions you provide, promoting the strategic direction of the team. + Enjoys performing multiple technical functions when needed, providing subject matter expertise across all Cybersecurity technologies. + Are an expert learner and can see the bigger picture for the business, analyzing competitive strategies and the latest technology trends. You will: + Provide best-in-class Security support and advanced technical consulting services for HP Non-Stop technical groups. + Focus on security architecture and design for HP NonStop Switch environments. + Focus on driving the Cybersecurity engineering roadmap and framework. + Focus on Cyber platform incident triage and determining scope, urgency, and impact. + Proactively identify security gaps and architectural weaknesses and provide appropriate solutions. Capital One is open to hiring a Remote Employee for this opportunity. Basic Qualifications: + High School Diploma, GED, or equivalent certification + At least 4 years of experience in Information Security, Application Security, or Security Engineering. Preferred Qualifications: + Bachelor's Degree6+ years of experience in Information Security, Application Security, or Security Engineering. + 4+ years of experience with NonStop Guardian, Safeguard security, and Xygate products. + 4+ years of experience performing problem analysis and resolution with NonStop security products. + 4+ years of experience with HP NonStop technologies and concepts. + 4+ years of experience using proficient skills in tools like Splunk, ServiceNow, and Cyberark. + 2+ years of debit solutions experience + 2+ years of experience with network or OS administrative tasks. At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer). The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $179,400 - $204,700 for Manager, Cyber Technical Chicago, IL: $179,400 - $204,700 for Manager, Cyber Technical McLean, VA: $197,300 - $225,100 for Manager, Cyber Technical Richmond, VA: $179,400 - $204,700 for Manager, Cyber Technical Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$197.3k-225.1k yearly 60d+ ago
Hiring Event - Part Time Associate Banker Contra Costa North (30 Hours)
Jpmorgan Chase 4.8
Fairfield, CA job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. 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 **Base Pay/Salary** Fairfield,CA $25.00 - $30.48 / hour; Vacaville,CA $25.00 - $30.48 / hour; Benicia,CA $25.00 - $30.48 / hour
$25-30.5 hourly 60d+ ago
Part Time Associate Banker Sierra Mountain Roseville (30 hours)
Jpmorgan Chase 4.8
Roseville, CA job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. 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 **Base Pay/Salary** Roseville,CA $22.50 - $27.60 / hour
$22.5-27.6 hourly 60d+ ago
Senior Manager-Payments Consulting- US Debit
American Express 4.8
Sacramento, CA job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** + Advance adoption of Amex debit capabilities + Manage processing partner relationships, integrations, and compliance; regularly engage with external partners on debit + Develop thorough documentation and operationally sustainable processes to ensure consistent results + Negotiate complex contracts with partners and customers + Create and expand relationships with key external debit partners + Develop technical proficiency and requisite fluency with network capabilities, including connectivity, specifications, and processes + Collaborate broadly, sharing roadmap and interoperability considerations, and thought-leadership regarding U.S. debit norms + Build strong positive relationships within Amex, including network, issuing, legal, pricing, policy, technology, and relationship management teams + Maintain deep and current knowledge about the payment services industry, debit and U.S. market trends, new and existing technologies, products, and services **Minimum Qualifications:** + Minimum 3 years' experience in the processing and acquiring of U.S. debit cards with processor, debit network, or acquirer + Sound technical aptitude, analytical, and problem-solving skills + Demonstrated ability to guide, contribute to, and execute on strategies to deliver outcomes aligned to business goals in matrixed organizations + Experience negotiating complex contracts with partners and/or customers + Proven ability to build, maintain, and leverage strong relationships with internal and external stakeholders, including industry partners + Track record of leading through change, challenging the status quo, and leading and producing results with or without authority + Excellent communication and interpersonal skills with the ability to articulate and illustrate complex issues in a simple, non-technical manner + Strong work ethic and organizational skills, with high level of intellectual curiosity, initiative, drive, and attention to detail + Potential travel required within U.S. (~10%) + Bachelor's degree or equivalent industry experience required. **Preferred Qualifications:** + Expansive and active network across payments industry. **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Network **Primary Location:** United States **Other Locations:** US-Arizona-Phoenix, US-New York-New York **Schedule** Full-time **Req ID:** 25021234
$103.8k-174.8k yearly 60d+ ago
Relationship Banker - Elk Grove / Sacramento area
Bank of America 4.7
Bank of America job in Elk Grove, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Elk Grove - 5001 Laguna Blvd - LAGUNA CREEK BC (CA2162), US - CA - Sacramento - 7198 Stockton Blvd - FLORIN CENTER BC (CA3160) Pay and benefits information Pay range$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$25-27.9 hourly Auto-Apply 18d ago
CA-WA Private Mortgage Banker (SAFE)
Wells Fargo 4.6
Sacramento, CA job
About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: * Participate in soliciting residential mortgages from various sources * Produce high quality jumbo loans which are compliant and provide excellent customer service * Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources * Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market * Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans * Understand real estate appraisals, title reports, and real estate transactions * Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs * Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk * Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication * Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: * Basic Microsoft Office skills * Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources * Excellent verbal, written, and interpersonal communication skills * Mortgage industry experience * Knowledge and understanding of sales prospecting and generating referrals * Customer service experience * Experience working with high net-worth clients Job Expectations: * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * Completion of formal position specific training programs * Reliable transportation * Ability to work nights, weekends, and/or holidays as needed or scheduled Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 11 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$27k-32k yearly est. 11d ago
Senior Implementation & Travel Expense Consultant, Chase Travel Consulting Services
Jpmorgan Chase & Co 4.8
Clay, CA job
JobID: 210685230 JobSchedule: Full time JobShift: Base Pay/Salary: NY $65,600.00-$119,500.00; NJ $65,600.00-$119,500.00; CT $72,900.00-$119,500.00; RI $72,900.00-$109,200.00; Washington,DC $82,700.00-$119,500.00; IL $65,600.00-$109,200.00; MD $72,900.00-$119,500.00; MN $65,600.00-$109,200.00; CO $65,600.00-$109,200.00; WA $77,968.80-$119,500.00; CA $68,640.00-$119,500.00; HI $72,900.00-$109,200.00; NV $65,600.00-$101,600.00 Join a dynamic team at the forefront of payment, expense, and invoice innovation. At Chase Travel Consulting Services, we empower our clients with strategic solutions and ongoing support, helping them optimize their financial operations and achieve their business goals. If you are ambitious and resourceful, this is your opportunity to make a meaningful impact. As a Senior Consultant within Chase Travel Consulting Services, you will transition to a key advisor for Chase Travel's best clients, participating in payment, expense, and invoice assessments, developing strategic solutions, and optimizing or implementing payment solutions and systems. You will partner in ongoing client support, leveraging your business acumen and product expertise to assess strategies, identify opportunities, and develop roadmaps. Your role will involve obtaining knowledge of policy structure and strategic imperatives to implement new payment solutions and programs, as well as partnering in program management. You will have demonstrated experience in defining systems strategy, gathering and documenting business requirements, leading fit-gap analysis, designing business processes, configuring functional requirements, testing, and providing client user training for expense and invoice implementations. Established as TCG Consulting, Chase Travel Consulting Services offers a suite of flexible services to bring organization's travel program to the next level. Our decades of experience combined with our patented TCO-TMPE approach enable organizations to achieve scalable alignment to broader company goals. Operationally, the Total Cost of Ownership for Travel, Meetings, Payment & Expense approach enables increased spend under management, capturing all sources of program cost and yielding scalable savings and revenue opportunities. Job Responsibilities * Collaborate with clients & other departments to craft domestic or global functional design requirements and translate these into application solutions * Translate and communicate client technical product needs to internal and external partners * Advise clients on best practices and industry standards. Ability to "sell" clients on best practice standards during design phases * Evaluate client business processes to determine ideal services and/or support required * Recognize business process inefficiencies and provide recommendations for improvements * Assist client with communication plans and training materials * Conduct and validate process and needs assessments to perform tailored and effective product demonstrations either remotely or on-site at a prospect's location * Configure new software implementations or optimization changes * Assist with responses to requests for proposals (RFP's) * Travel onsite to clients as requested Required qualifications, capabilities, and skills * Bachelor's degree (or higher degree) required with emphasis on financial analysis, accounting, computer science, business analysis or similar field or equivalent work experience * Relevant work experience in Expense Management System (EMS) implementations, expense processing, accounts payable or consulting * Project Management experience specifically on implementation teams * Proven track record of delivering results and practical project management techniques * Working knowledge of various expense management systems (Concur, Chrome River, Coupa, Workday, Oracle) * Working knowledge of various invoice management systems (Ariba, Concur, Chrome River, Coupa * Well organized, highly motivated, process driven and results-oriented with the ability to balance priorities, work under pressure and assume responsibility in a multi-tasking environment * Ability to work independently, capable of handling multiple projects, and deadlines simultaneously * Strong interpersonal, customer service, and written and verbal communication skills * Effective and efficient skills using Microsoft Office tools especially Word, Excel, PowerPoint * Proficiency and experience reviewing, analyzing, and reconciling data with a strong attention to detail Preferred qualifications, capabilities, and skills * Successfully manage competing priorities and expectations * Ability to quickly adapt to changing ideas and priorities * Strong self-direction in managing day-to-day priorities and assisting Associates in required daily tasks * Strong sense of project ownership and time management * Able to multi-task as needed to meet daily work and project deadline * Able to reach beyond internal networks to expand and leverage industry data and insights * Flexible work environment to adapt to global client requirements
$82.7k-119.5k yearly Auto-Apply 3d ago
West Design Manager - Retail Design & Construction, Vice President
Citigroup 4.6
Sacramento, CA job
This role is critical in translating design concepts into tangible realities within Citi's retail network. Reporting to the Global Retail Design Head, the Design Manager will oversee the application of the Citi Retail concepts into site specific design solutions for West Coast projects and North America Programs. The implementation of these concepts will require detailed planning, precise coordination, and final production of these innovative retail designs. This involves managing internal and external design and project management resources, ensuring technical specifications are finalized, and bringing designs to life through collaborative efforts with project managers, architects, contractors, and other professionals. The successful candidate will ensure the final outcome aligns with concept prototypes, meets stringent quality standards, and adheres to budget and schedule parameters, all while supporting Citi's goals. This role requires expertise in the dynamic retail or banking industry, with direct experience leading design execution for retail programs. The ideal candidate will seamlessly collaborate with the Program Management team to deliver projects aligned with our strategic brand, driving the development of client-centric solutions that elevate the Citi brand and enhance the client experience. **Key Responsibilities** + **Design Translation & Development:** + Translate Citi's retail design concept prototypes at a project level, ensuring design concepts and standards implementation integrity. + Collaborate with internal and external design resources to guide design direction for new and existing retail projects and programs. + Lead the preparation of presentation-level drawings, renderings, and technical solutions to influence and guide the creation of comprehensive design intent packages for retail projects. + Lead the development of schematic design, design development, and construction documents for projects, including reviewing and approving highly technical design deliverables prepared by architects and other consultants. + Influence the application of stated design principles and objectives by ensuring adherence to brand standards, retail store planning principles, and project programming. + **Project Planning & Coordination:** + In partnership with Construction Program Managers, oversee the management and construction of projects as it relates to design execution to ensure timescales, designs/specifications, quality, and costs are achieved within approved parameters. + Collaborate with Design Innovation, Strategy and Standards Teams to strengthen and contribute to the management of North America design standards and methodologies to ensure a consistent approach to the delivery and design of branches nationwide. + Collaborate with Project Management teams to develop comprehensive project plans that include scope, schedule, cost, quality, roles, responsibilities, communication, risk, and issue management. + Collaborate with Project Management teams during project walks with senior management and stakeholders, to steer the design approach, providing insightful recommendations and influencing project outcomes from early stages, including real estate selection. + Provide clear, effective, and timely communication for design direction and changes, identifying exceptions and proposing creative design solutions. + **Quality Assurance & Compliance:** + Ensure the integrity of all design concepts and manage internal and external staff to ensure the best creative solutions and brand continuity. + Direct design and technical updates for details and specifications to tighten and strengthen various retail and client-facing design formats. + Proven understanding of expert level retail space planning principles, including baseline ADA and building code. + Support the sustainability strategy by integrating design best practices for green retail building into design and construction projects + **Oversight & Risk Management:** + Remain connected to Project Management teams to monitor actual schedule and costs against project estimates and develop corrective action plans as required. + Control operational and reputational risk resulting from Citi's Retail Real Estate operations, ensuring adherence to Citi's compliance and control framework. + **Operational Tasks:** + Reviewing shop drawings and mock-ups. + Conducting detailed construction document reviews. + Performing regular site visits to assess conditions and progress and provide feedback. + Participating in punch list walks to ensure quality and completion. + Attending Owner, Architect, Contractor (OAC) meetings to represent design interests and collaborate with the project team. **Job Skills/Qualifications** + **Education:** + Bachelor's Degree in Architecture or Interior Design, or a relevant field. + **Experience:** + Minimum 10 years of consecutive professional experience in retail or hospitality design. + Minimum 10 years as a retail designer within a project team, coupled with 5-10 years' experience in retail construction and store development. + Hands-on experience at an active construction site, including punch listing projects, reviewing mock-ups/shop drawings, and providing immediate feedback. + Successful history of completing multi-million-dollar projects on budget and within projected timelines. + Experience on the owner side is highly preferred. + **Technical Proficiency:** + Demonstration of 3D visualization ability. + Proven knowledge of building product specifications, manufacturers, vendors, and design resources. + Technical proficiency in AutoCAD/Revit, Adobe Creative Suite, Microsoft Office, and other 3D programs. + Proficiency in Microsoft Office products (Word, Excel, PowerPoint) and Microsoft Project. + **Core Competencies:** + Proven understanding of expert-level retail space planning principles, including baseline ADA and building code. + Demonstration of strong design problem-solving skills, leadership, and adaptability when facing unique challenges. + Exceptional written, spoken, and presentation communication skills; ability to translate complicated design and technical information for diverse audiences. + Collaborator with the ability to manage strong personalities at all levels of the company, and ease in interfacing with senior management and external partners. + Ability to persuade and influence others through developed communication and diplomacy skills. + Ability to deal with ambiguity, quickly adapt to change, and support evolving business strategy and goals. + Strong critical thinking skills and strong meeting organization and facilitation skills. ------------------------------------------------------ **Job Family Group:** Corporate Services ------------------------------------------------------ **Job Family:** Facilities Operations ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** CA-ONE MARKET PLAZA ------------------------------------------------------ **Primary Location Full Time Salary Range:** $123,360.00 - $185,040.00 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. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 23, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$123.4k-185k yearly 11d ago
Healthcare Loan Closer
U.S. Bank 4.6
Sacramento, CA job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** The Healthcare Loan Closer is a lending support role working directly with loans, customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Healthcare Relationship Managers and the Healthcare Business Development Officer. Responsibilities include: + Support sales teams in executing a One Bank strategy and growing market share. + Retain and deepen client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional. **Basic Qualifications** - Bachelor's degree, or equivalent work experience - Typically, seven or more years of job-related experience **Preferred Skills/Experience** - Experience working with closing commercial loans for the healthcare industry - Considerable knowledge of departmental and bank products and services - Proven customer service and problem resolution skills - Proficient computer navigation skills using a variety of software packages including nCino, Salesforce, and Microsoft Office applications - Effective interpersonal, verbal and written communication skills **The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.** If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $28.27 - $37.69 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
$28.3-37.7 hourly 14d ago
Financial Solutions Advisor - Sacramento Region
Bank of America 4.7
Bank of America job in Sacramento, CA
Sacramento, California;Sacramento, California; Woodland, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************ **:** *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: - Monday - Fridays and rotating Saturdays Required Qualifications: - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$45k-68k yearly est. 17d ago
Business Solutions Advisor - Greater East Bay - Pittsburg, CA Area
Bank of America 4.7
Bank of America job in Pittsburg, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: Recommends financial advice and guidance that align with client financial goals and needs Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience Required Qualifications: Has demonstrated experience and proven success with business-to-business sales and/or small business banking Has strong communication skills with the ability to effectively influence clients Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution Has a proven sales track record Can build productive partnerships and working relationships Is experienced with outbound phone sales Desired Qualifications: Experience with financial information, spreadsheets and financial skills Experience with in-person customer service and sales Experience working with small business clients Experience meeting or exceeding goals A working knowledge of small business products and services Bilingual Spanish skills Skills: Client Management Client Solutions Advisory Customer and Client Focus Referral Identification Risk Management Client Experience Branding Credit Documentation Requirements Credit and Risk Assessment Pipeline Management Referral Management Attention to Detail Collaboration Issue Management Prospecting Relationship Building Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Pittsburg - 2501 Railroad Ave - PITTSBURG BC (CA4107) Pay and benefits information Pay range$26.00 - $33.72 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$26-33.7 hourly Auto-Apply 26d ago
Market Financial Manager
Bank of America 4.7
Bank of America job in Napa, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: Operates as a back up financial center leader within a market Manages client traffic, engaging and appropriately routing clients, and fostering client retention Manages business results through formalized management routines and coaching Creates a world class client experience environment Manages market-level initiative prescribed by market leaders Drives operational excellence Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Qualifications: 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability Proven record of balancing risk and making sound decisions while achieving business goals Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Proficiency in computer skills and professional programs (for example, Microsoft Office) Must be able to work weekends and/or extended hours and travel to any financial center within the defined market Desired Qualifications: 1+ years of management experience including hiring, coaching and developing direct reports Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality Bachelor's Degree in related field Bilingual (fluent verbal and written) Skills: Coaching Customer Service Management Customer and Client Focus Performance Management Talent Development Business Operations Management Recruiting Result Orientation Risk Management Sales Performance Management Inclusive Leadership Leadership Development Prioritization Problem Solving Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Napa - 2 Financial Plz - NORTH NAPA BC (CA3168) Pay and benefits information Pay range$72,000.00 - $90,300.00 annualized salary, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$72k-90.3k yearly Auto-Apply 5d ago
Senior Home Lending Advisor, Fairfield, CA
Jpmorgan Chase 4.8
Fairfield, CA job
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. **Job responsibilities** + Coaches and mentors the branch team by providing training on products and services. + Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. + Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. + Builds role as the internal and external mortgage expert and maintains good relationships with customers. + Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. **Required qualifications, capabilities, and skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + 3+ years of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local area + Excellent written and oral communication skills + Knowledge of FHA, VA, FNMA, and FHLMC guidelines **Preferred qualifications, capabilities, and skills** + FHA/VA sales experience + Marketing, promoting, relationship building, and consulting skills + Intermediate PC skills in a Windows environment 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. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************** 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 **Base Pay/Salary** Fairfield,CA $16.50 - $16.50 / hour
$16.5-16.5 hourly 60d+ ago

Bank of America jobs in Sacramento, CA - 90 jobs

Advisor Development Program Client Associate

Business Banking Relationship Manager

Analyst - B2B Growth Enablement Insights

Cash Vault Operations Processor 4

WM Affluent Associate

Regional Manager of State & Local Government Relations - West Region

Senior Home Lending Advisor, Sacramento, CA

Lead Cybersecurity Engineer; HP NonStop Systems

Hiring Event - Part Time Associate Banker Contra Costa North (30 Hours)

Part Time Associate Banker Sierra Mountain Roseville (30 hours)

Senior Manager-Payments Consulting- US Debit

Relationship Banker - Elk Grove / Sacramento area

CA-WA Private Mortgage Banker (SAFE)

Senior Implementation & Travel Expense Consultant, Chase Travel Consulting Services

West Design Manager - Retail Design & Construction, Vice President

Healthcare Loan Closer

Financial Solutions Advisor - Sacramento Region

Business Solutions Advisor - Greater East Bay - Pittsburg, CA Area

Market Financial Manager

Senior Home Lending Advisor, Fairfield, CA

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