Bank of Marin jobs - 1,801 jobs

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Loan Processing Associate to join our Consumer Lending team on-site in Novato, California or Rancho Cordova, California. The Loan Processing Associate is a support position that works in conjunction with Consumer Loan Officers in processing consumer loan applications in an efficient and timely manner. This position is responsible for following loan lending guidelines, processes and procedures including verifying assets, employment, liabilities, ordering title reports, insurance and loan documents on applications they have been assigned. In addition, this position reviews all data submitted with loan applications to ensure adherence to regulatory guidelines and then enters the data into the Loan Origination System. Process approved loan applications. May prepare declination letters. Review assigned loan packages to ensure that they are in compliance with current regulatory standards. In addition, keep track of the loan process from initial application to funding on assigned loans. Provide timely communication to the branch on status of assigned loan applications. Order all necessary reports, such as Preliminary Title Report, proof of insurance, and appraisal. Verify that all data is correct. Work in conjunction with approving Loan Officer to obtain necessary information to close the loan in an efficient and timely manner. Coordinate the close of escrows, including review of final loan documents for accuracy, loan funding, etc. Ensure the timely completion of the various workflow steps of the approval process. May assist the department in tracking upcoming renewals or maturities and sending out needs lists to Borrowers as needed. Provide support related to t Audit and Regulatory Reviews such as preparing loan files for auditor access and review. Process credit report requests for the consumer department and other departments of the Bank according to procedural guidelines. Professional Experience: Minimum 2 - 4 year's relevant banking experience and/or training; or equivalent combination of education and experience. Educational/Professional Experience: Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training. The hiring pay range for this position is $24.99 to $33.72. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability

A leading financial institution in San Francisco seeks a Relationship Manager to support Financial Advisors in enhancing client relationships. Responsibilities include attending client meetings and assisting in investment strategies. Required qualifications include Series 7 and SAFE ACT registration. Candidates must have strong communication skills and a minimum of a high school diploma. This position offers a collaborative work environment with opportunities for growth. #J-18808-Ljbffr

Milpitas, California;San Jose, California; San Jose, 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 (****************************************************************************************** **:** 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. 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 degree such as business management, business administration, or finance. Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** 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.

A leading financial institution is seeking a Vice President for their Growth & Middle Market Technology Banking team in Menlo Park, California. This role focuses on credit analysis and transaction origination for technology companies. Candidates should have over 5 years of experience in credit risk functions, with strong financial modeling skills and an ability to manage complex transactions. This full-time role offers competitive compensation and benefits, along with a hybrid work model. #J-18808-Ljbffr

2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: * Building valuation models and supporting transaction execution * Conducting company and industry research * Preparing client materials and pitch presentations * Participating in diligence sessions, client meetings, and internal discussions * Collaborating with senior bankers on engagements across sectors and geographies * Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications * 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications * MBA with an expected graduation date of December 2026 to June 2027 * Strong verbal and written communication skills * Ability to operate effectively both independently and in teams * Advanced Microsoft Office (Excel, PowerPoint, Word) skills * Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in San Francisco, with limited Los Angeles. Pay Range: CA (San Francisco, Los Angeles): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. 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. $138,500.00 - $287,600.00 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: 31 Jan 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.

Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is looking for a Relationship Officer to join our team at the Greenbrae branch. The Relationship Officer is responsible for assisting branch and regional management in meeting or exceeding small business/professional product sales goals to include retention, acquisition and cross- deposits, investments, cash management and loans, and fee income/referrals. Manage business depository and loan relationships. Increase the Bank's share of customer's total relationship through cross sales and working with customers to present solutions to short- and long term strategic objectives to meet their financial needs and goals. Regularly introduce customers to other areas of the Bank to service special needs. Monitor and enhance profitability of all Small Business relationships. Perform ongoing portfolio management and servicing. Essential Job Functions: Ensure compliance with Bank's policies and procedures. Responsible for identifying potential private banking prospects, and introducing and referring these prospects to the Private Banker. Responsible for leading and directing all business product campaigns/promotions the Bank rolls out, including but not limited to cash management, business loans/lines of credit, Pentegra, and Business DDA. Generate and screen leads following Bank's policies and procedures to attain new business relationships and product sales (10% of the time). Call and visit target customers to promote and sell Bank's products and services (10% of the time). Promote and cross-sell other Bank's products and services as appropriate. Assist the Retail Bankers by providing legendary customer service to existing private banking clients in the Banker's absence. Provide back up to branch walk-in sales business. May provide training to junior sales personnel. Other duties may be assigned. Professional /Educational Experience: 3 - 5 years related experience and/or training. Generally recommend 5-7 years previous bank sales experience (or) mastery of all Financial Services Officer functions. Bachelor's degree (B.A.) from four-year college or university; or equivalent combination of experience and/or training. The hiring pay range for this position is $68,640 - $89,363. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Senior Network Administrator to join our Information Technology team on-site in our office in Novato, California. This position is ineligible for relocation. In a team-oriented environment, the Senior Network Administrator is responsible for the installation, administration, and maintenance of Bank of Marin's 7x24x365 enterprise-wide systems, providing network, server, hardware infrastructure, security, and end- user support. Mentor the Tiers 1 & 2 staff as required. Manage and optimize computer, software and network systems to ensure high levels of confidentiality, integrity, and availability of the supported business applications. Diagnose and resolve problems quickly with patience while communicating with a variety of interdisciplinary teams and users. Support the Bank's LAN/WAN user community and install application software at both the network and workstation level. Maintain network hardware including routers, switches, firewalls, and SD-WAN appliances as assigned by the IT Manager. Working knowledge with Fortinet FortiGate environments and equipment a plus. Server and storage Virtualization Support: Administer the Bank's virtual environment comprised of LAN Switches, Nutanix hyperconverged infrastructure and replication technologies supporting physical and virtual servers. Experience with Microsoft Purview for data governance and security. Analyze, troubleshoot, and resolve server and application installation and integration issues. Virtualization (Hyper-V, VMware), automation (PowerShell, Python), and strong troubleshooting abilities. Participate in and support capacity planning efforts aligned with the Bank business goals. Respond to trouble calls from the Bank's Help Desk. Develop, update, and execute disaster recovery plan. Manage and monitor enterprise backup operations, assuring accurate data replication to DR site, thus ensuring ability to restore servers, applications, and data. Assist the ISO's office with researching, recommending and implementing security solutions. Professional Experience: Minimum 3-5 years of enterprise networking related experience. Bachelor's degree (B.A.) from four-year College or University; or equivalent combination of experience and/or training. Certifications and Professional Designations: Technical certifications such as Cisco CCNA, Fortinet NSE, Microsoft Azure Cloud certs are preferred but not required. CompTIA Network+ and Security+ certification. or equivalent experience Knowledge of the CISSP (Certified Information Systems Security Professional) Must maintain a valid California driver's license. The hiring pay range for this position is $50.87 - $71.22 per hour. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability

A leading financial institution is seeking a Branch Manager to oversee operations in Newport Beach, CA. The role includes managing a team to achieve branch goals while ensuring compliance with banking regulations. Key responsibilities involve coaching team members, enhancing customer service, and promoting the bank's products. Candidates should have a bachelor's degree and 4-5 years of sales or banking experience. This full-time position offers a dynamic work environment focused on community engagement and customer satisfaction. #J-18808-Ljbffr

Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking an Operations Specialist to join our Business Services Team located in Novato California. The Operations Specialist will act as a central resource for a specialized Bank operation for all internal and external clients. This role is responsible for computing, classifying, recording, and verifying a wide variety of data that supports the operations of the Bank. Responsible for introducing new and innovative solutions to improve efficiency while maintaining the highest level of quality. Provides technical expertise to clients, coworkers and management related to area of specialty. Essential Job Functions: * Serve as the central resource and subject matter expert (SME) for internal and external clients on back-office operations, systems, and regulatory requirements. * Develop, maintain, and report Key Performance Indicators (KPIs) and other operational metrics. * Compute, classify, record, verify, and analyze data with accuracy and efficiency. * Create, update, and maintain operational procedures to reflect new products, system changes, regulatory updates, or process improvements. * Research, test, validate, and implement new or updated systems, processes, and projects to ensure accuracy, compliance, and efficiency. * Identify issues, provide timely documentation and escalation, and recommend innovative solutions to improve quality and effectiveness. * Provide technical guidance, support, and training to staff while handling complex or escalated client/branch inquiries with minimal supervision. * Monitor industry and market trends to ensure practices and procedures remain current and competitive. * Exercise approval authority in the absence of management for designated areas of responsibility. * May perform additional duties or special projects as assigned. Area of Specialty: Treasury Management * Support Treasury Management sales cycle. * Complete treasury management implementation documentation and coordinate implementation training within Business Services. * Provide recommendations for resolving complex client requests. * Collaborate and consult with Treasury Management Sales Team, internal partners, stakeholders, and external customers. Professional / Educational Experience: * 5- 7 years related experience and/or training. * Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training. The hiring hourly pay range for this position is $28.60 to $38.61. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability

Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal twelve years in a row, is seeking a Client Services Officer to join our Wealth Management and Trust Services team at our corporate headquarters in Novato. In a team-oriented environment, the Client Services Officer will be responsible for assisting trust officers and relationship officers. Responsibilities will include in handling client service request activities and operational tasks on behalf of agency account clients, trustees and beneficiaries, including, but not limited to the administration of securities transactions and real property for trusts, probate and final distribution as directed by the governing document and current pertinent law. Additional duties include providing assistance to co-CSO(s) and performing the duties as back-up when absent. CSO will be responsible for multiple departmental operational and marketing tasks. Essential Duties: Daily balancing of all securities and cash transactions via custody bank reconciliation, Bank of Marin DDA/Trust funds Account Reconciliation. Real Estate: Assist with management, or sale of trust owned real estate. Assist with monthly Trust Investment Committee reviews, both Administrative and Investment. Reconciliation of fees - monthly, quarterly and fees paid to Advisors. Preparation of quarterly/annual Call Report. Collect, assemble and mail quarterly commentaries/notices to clients. Open/close accounts, Transfer of Assets (TOA -incoming), YTD tracking, maintain BSA/CIP data spreadsheets. TOA outgoing closed account process for all closed accounts. Resolve overdrafts, errors, loss reporting in conjunction with Director or Trust Officers. “Tax season” - coordinates activities and tax reporting with Trust Officer. Maintenance of Proxy service activities. Client bill payment processing, filing & client file folder maintenance. Printer maintenance and supplies. Monitor and distribute WMT group emails from BMO. Assist team members with Excel, PowerPoint and Word document creation to support activities. Will participate and attend (under direction of supervisor) educational sessions that enhance knowledge in Trust and Investments. Other duties may be assigned. Professional / Educational Experience: 3 - 5 years in a service and operations position in a trust department/firm or in the securities industry customer service or operations function. Bachelor's degree from four-year college or university, or technical school; or equivalent combination of education and experience and/or training. The hiring pay range for this position is $30.61 to $41.31. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE Vet/Disability

If you are looking to provide top retail banking performance and service excellence in an upbeat positive setting, we are looking for you! Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is looking for an eager and friendly Retail Banker with sales experience to work at our downtown San Rafael branch. At Bank of Marin our Retail Bankers play a valuable role in a branch team. They must be consistent in providing prompt, courteous, and efficient customer service, while helping to match financial products to the needs of our customers. The Retail Banker is responsible for processing deposits and the payout of funds in accordance with bank procedures. This position will be responsible for recording all transactions accurately and balancing each day. We're seeking a high performer who has the ability to listen, analyze and interpret data and to resolve problems and build strong customer relationships. Bank of Marin is a community-based commercial bank where you will learn how to support the financial needs of some of the most successful local businesses while additionally having the opportunity to do community service on the job for our many non-profit clients. Professional Experience: A minimum of 2-3 years sales, customer service, and cash handling experience. Ability to work at various locations if necessary. Computer literacy required. Educational Experience: High school diploma or general education degree (GED) and or one year certificate from college or technical school; or equivalent combination of education and experience. The hiring pay range for this position is $19.85 to $36.09. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability

A major financial services provider is looking for a Lifecycle Marketing Enablement Lead in San Francisco to drive strategic marketing for merchant services. This role involves leading email marketing initiatives, collaborating cross-functionally, and utilizing data-driven insights to improve marketing strategies. Candidates should have over 8 years of marketing experience, with strong expertise in Salesforce and Marketing Cloud. The position offers a full-time contract and various employee benefits. #J-18808-Ljbffr

Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Senior Credit Analyst to join our Napa Commercial Banking Office in Napa, California. In a team-oriented environment, this position maintains a high degree of customer service by supporting loan management, credit approval, and loan documentation with timely and accurate processing of customer financial information, information requests. With guidance/oversight from senior lenders, underwrite, recommend for approval, and document moderately complex commercial and commercial real estate transactions.With guidance/oversight from senior loan officers: Accurately identify and assess the strength of the primary and secondary sources of repayment for simple commercial and commercial real estate credits. Accurately identify and assess key credit risks, and the factors that mitigate these risks sufficient to recommend approval of loan commitment for simple commercial and commercial real estate credits. Recommend and support credit structures that monitor and mitigate key credit risk factors for simple commercial and commercial real estate credits. Using published underwriting guidelines, accurately underwrite and recommend simple personal and business credits for approval/decline. Articulate credit recommendations by accurately completing the bank-standard Credit Recommendation Form. Order appraisals and valuations as appropriate. Support loan officers with partial preparation of moderately complex Credit Recommendation and special Action Credit Report forms. Prepare for customer and prospect calls and accompany loan officers on these calls to gather information pertinent to the credit decision. Prepare escrow instructions. Independently and accurately: Order title research documents such as UCC filings, preliminary title reports, etc. Order and interpret credit background information such as Equifax, D&B reports, etc. Order documentation for approved credit actions. Utilize loan accounting system to research loan activity. Maintain tickler database and, in coordination with Branch contacts, prepare customer correspondence requesting financial information prior to credit expirations. Using analytical abilities and established spreading guidelines, accurately translate basic financial reporting of business and personal entities into bank-standard format for further analysis. Support loan officers by offering interpretation and analysis of financial reporting documents, including evaluation of cash flow, balance sheet metrics (e.g. working capital, leverage, etc.) as it pertains to repayment sources. Professional Experience: 3 - 5 years related experience and/or training. Educational/Professional Experience: Bachelor's degree (B.A.) from four-year college or university; three to five years related experience and/or training; or equivalent combination of education and experience. The hiring pay range for this position is $37.49 to $50.59. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA M/F/Vet/Disability

**Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. **About this role:** The Equity Capital Markets (ECM) team within CIB Capital Markets is seeking an experienced Vice President to join its Origination team. Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. **In this role, you will:** + Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and have broad impact + Participate in large-scale planning for Investment Banking functional area + Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors + Make decisions in complex and multi-faceted situations requiring understanding of Investment Banking functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives + Collaborate and consult with Investment Banking peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals + Lead Investment Banking projects and teams, or serve as a peer mentor **Required Qualifications:** + 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience in the Equity Capital Markets products + Securities industry experience + Ability to develop and execute business vision, strategies, and goals + Investment banking experience + A Bachelor's degree or higher in accounting, finance, or economics + Strong, clear and concise written and oral communication skills + Strong credit skills + Strong risk management skills + Ability to analyze trends in the competitive marketplace and related marketing developments + Experience building partnerships and consulting effectively with leadership + Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment **Job Expectations:** + Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted + Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted + Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted + Ability to travel up to 50% of the time + This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Base Pay:** + Base pay for this position is 250,000.00 USD **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. $185,000.00 - $300,000.00 **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:** 22 Jan 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. **Req Number:** R-513404

Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Loan Boarding Specialist to join our Credit Risk Management team located on-site at either our corporate office in Novato, California or our office in Rancho Cordova, California. The Loan Boarding Specialist plays a critical role in the accurate and efficient onboarding of all new and renewed loans into the FIS loan servicing system, ensuring data integrity, compliance, and seamless loan management. This position is responsible for meticulously inputting all required loan information, facilitating precise financial transactions, and ensuring adherence to regulatory standards, including the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA). The specialist will manage the end-to-end processing of monetary transactions related to loan boarding, loan funding, ensure the proper disbursement of loan funds, and accurately credit income accounts, contributing directly to effective loan servicing and reporting. This role requires a high level of attention to detail, a strong understanding of loan operations, and a commitment to maintaining accurate and compliant loan records. Essential Job Functions: * Review boarding package to ensure that all documents are received, signed and initialed. Research any discrepancies between the credit approval and the loan documents. Organize all loan documents in the appropriate stacking order and file in the legal file. * Input all loan, commitment, and note information into the loan system, following all policies and procedures. Review all loan documents for special instructions. * Verify rate and disbursement instructions. Complete boarding worksheet to verify that all required information and proper coding has been completed and that all applicable fields have been input. * Process all monetary transactions required, including all disbursements and fees. Perform lien perfection on various types of collateral. * Provide assistance to loan officers and customers by researching and responding to inquiries. Inquiries include researching loan boarding information received through various channels including email, telephone, inter branch and in person. Professional / Educational Experience * 2 - 4 years related experience and/or training. * Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training demonstrating a strong understanding of financial principles and loan processes. The hourly pay range for this position is $26.74 to $36.09. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability

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 all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client. Responsibilities: Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios Qualifications: Minimum of 1 year of experience with a financial institution focusing on client service and sales High net worth client service and sales experience desired BS/BA degree in Business, Finance or Economics desired Skills: Account Management Attention to Detail Collaboration Recording/Organizing Information Written Communications Active Listening Adaptability Customer and Client Focus Issue Management Prioritization Critical Thinking Customer Experience Improvement Decision Making Pipeline 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 Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159) Pay and benefits information Pay range$28.52 - $40.29 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.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.

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Corporate Treasurer's responsibilities include the purchase and sale of investment securities, investment portfolio management, liquidity and cash management, and asset and liability management. ESSENTIAL DUTIES AND RESPONSIBILITIES Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job. Manages and develops direct reports, promoting teamwork, collaboration, and continuous improvement. Acts as Vice-Chair of the Management's Asset Liability Committee (ALCO) Manages the Bank's investment portfolio, in conjunction with CFO and ALCO, by establishing policies and strategies for the investment portfolio, including the following responsibilities: Portfolio analysis Trade execution and processing within bond accounting systems Credit analysis Broker approval and on-going monitoring Management reporting Provides for the daily liquidity needs of the bank through the management of cash and due from accounts, security settlements, payment draw downs, public funds, wholesale deposits, and borrowings. Develops and tests liquidity contingency plans under various degrees of severity, working with the quantitative modeling team to model various strategies Manages daily collateral needs of the Bank for pledging and borrowing Manages the Bank's correspondent banking relationships and accounts Manages the Bank's interest rate risk, in conjunction with CFO and ALCO, including collaboration with the quantitative modeling team to model various strategies Manages strategies and performance of derivative instruments within established policies and procedures Provide, present, and promote the Citizens Experience to all external and internal customers. Other duties as assigned. SUPERVISORY RESPONSIBILITIES This position has supervisory responsibilities. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Bachelor's Degree in Accounting, Finance, Economics, Statistics, or another related field of study is required. 10 or more years of work experience in related areas associated with treasury management, including 5 or more years in banking. 3 or more years of experience managing staff of at least 2 employees. LANGUAGE SKILLS Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations and bar graphs. REASONING ABILITY Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. COMPUTER & SOFTWARE SKILLS To perform this job successfully, an individual should have experience working with a Bloomberg Terminal, as well as strong knowledge of Microsoft Office including Word, Outlook and Excel software. CERTIFICATES, LICENSES, REGISTRATIONS N/A PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to talk or hear. The associate is frequently required to stand; walk; sit; and use hands and fingers to handle or feel. The associate is occasionally required to reach with hands and arms, and stoop, kneel, crouch or crawl. The associate is regularly required to operate a computer keyboard, mouse, calculator and telephone and reach with hands and arms. The associate must occasionally lift and/or move up to ten (10) pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is usually moderate. Salary Range: $191,292.00 To $286,938.00 Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

2027 Investment Banking Summer Analyst Program Invest in your tomorrow Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. Investment banking Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers. Program overview This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback. What to expect The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include: * Supporting financial analysis and contributing to transaction execution * Conducting company and industry research * Assisting in the preparation of client materials and pitch presentations * Participating in diligence sessions, client meetings, and internal discussions * Collaborating with senior bankers across sectors and geographies You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development. Is this program right for you? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required qualifications * 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired qualifications * Strong academic achievement * Bachelor's degree with expected graduation between December 2027 - June 2028 * Demonstrated interest in finance and financial markets * Strong analytical and communication skills * Proven ability to take on significant responsibility * Relevant internship experience * Ability to work effectively both independently and in teams * Proficiency in Microsoft Office (Excel, PowerPoint, Word) Program Locations Primary locations include Los Angeles, and San Francisco Pay Range $53/hour Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. 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. $43.27 - $72.12 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: 29 Apr 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.

Irvine, California;Irvine, California; Irvine, California; Irvine, California; Tustin, California; Lake Forest, California; Irvine, California; Rancho Santa Margarita, California; Laguna Niguel, California; Irvine, California; Tustin, California; Newport Beach, California; Irvine, California; Foothill Ranch, 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 (***************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! ****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.**** **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - 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 and Loan Originators. **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.