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 Treasury Management Officer to join our team at the Corporate Headquarters in Novato, California. The Treasury Management Officer is responsible for managing the sale, support, and implementation of treasury management products to new and existing customers and acts as a liaison to the Bank's Retail and Commercial divisions. The Treasury Management Officer manages the treasury management and depository business development activities of the Bank's Retail and Commercial Banking segments. Responsible for anticipating needs and proactively recommending depository and treasury management solutions. The Treasury Management Officer serves as a resource to existing customers and resolves product and service issues related to treasury management and depository products. They also participate in remote deposit capture, wire, and ACH reviews, as appropriate. This position is expected to be highly conversant with treasury management products and services offered by Bank of Marin. The Treasury Management Officer role may also be responsible for helping with the training and development of Treasury Management Associates.
Essential Functions:
Own sales/business development responsibilities in order to grow operational relationships, Non-Interest Income (NII) and low-cost deposits on behalf of the bank.
Foster ongoing relationships with all line units by conducting business development activities, providing product/solution information, attending sales meetings, conducting training, and driving client retention efforts.
Prepare treasury management proposals, recommend treasury management pricing, and other treasury management requests from internal clients. Complete treasury management implementation documentation and coordinate implementation/training with Business Services.
Serve as the Treasury Management technical expert and resolve more complex situations, exercising, independent judgement while complying with policies, procedures and regulations.
Provide information to colleagues, internal partners, stakeholders and external customers.
Collaborate with branch and market managers and commercial bankers in a consultative selling capacity.
Responsible for meeting annual sales goals and sales activity targets by developing and executing strategies to sell Treasury Management products to new customers and to help retain and fully penetrate existing relationships.
Collaborate and consult with Treasury Management Team, internal partners, stakeholders, and external customers within Treasury Management, as appropriate.
Other duties may be assigned
Skills and Abilities:
* CTP accreditation preferred
* Strong knowledge and understanding of treasury management product and services
* Knowledge of sales techniques and principles to effectively market treasury management services
* Knowledge of the principles and practices associated with the analysis of business operations and depository activities
* Advanced professional image, presenting a professional image of the Bank at meetings, events, mixers, etc.
* Ability to plan and schedule time efficiently, with the ability to handle interruptions effectively
* Ability to work independently under limited or no supervision
* Advanced customer service skills, including the ability to resolve customer conflict, etc.
* Advanced communication and negotiation skills, conducting productive meetings, and making powerful presentations
* Excellent verbal, written, and interpersonal communication skills
* Proficient with Microsoft or related office software products including Word, Excel and Outlook
Professional /Educational Experience:
* 3 - 5 years related experience and/or training.
* 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 $101,673- $142,345. 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
$101.7k-142.3k yearly 60d+ ago
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Loan Processing Associate
Bank of Marin 4.4
Bank of Marin job in Novato, CA
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
$25-33.7 hourly 10d ago
2026 Investment Banking Summer Associate Program (California) - Early Careers
Wells Fargo Bank 4.6
San Francisco, CA job
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.
$138.5k-287.6k yearly 60d+ ago
Private Wealth Client Relationship Manager
Bank of America 4.7
San Francisco, CA job
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 clients 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 and clients. 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.
Position Overview:
There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate is a team player and should possess strong coaching, relationship building, problem resolution and interpersonal skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have excellent leadership, process and organizational skills delivered with a highly effective interpersonal style. Strength and commitment around the Optimal Practice Model and the Client Experience Standard are critical. The candidate would be actively engaged in working with PWAs, Analysts, and CAs to deliver service models beyond expectations, display strong operational knowledge and be highly motivated to drive firm-wide initiatives such as Client Support Enhancer, SQA+, Client Retention/Acquisition.
The Private Wealth Market Client Relationship Manager (PWCRM) is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The PWCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MPWCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff.
Specific responsibilities include, but are not limited to:
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Managing the branch's Private Wealth Management Client Associates and Service Support Staff
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel
Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad Industry Knowledge
Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Key Qualifications for the role:
Candidates are required to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses
Series 3, 31 licenses, if warranted
Minimum 5+ years professional experience required
Current or previous Merrill Wealth Management experience strongly preferred
Self-motivated and client centric
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Skills:
Bachelor's degree or equivalent work experience
Additional Details:
Responsible for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience. Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Private Wealth Management clients. Responsible for transition and coordination of clients to Merrill Private Wealth Management, including review supervision and approval of new accounts. Responsible for the coordination of recruits transitioning from the competition. Responds to and resolves complaints, working with Litigation or Compliance personnel, regarding operations/services received from clients or regulators. Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets. Responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact for implementation of the WMW in the Market, serve as the ongoing WMW conduit for all enhancements including communications and training. Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing workflows, while simultaneously focusing on future initiative and their impact to both the unit and the Firm as a whole. Responds to and resolves operations and services complaints, working with Litigation or Compliance personnel, received from clients or regulators. Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with CBRU and Legal when appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, responsible for reassigning accounts. Ability to monitor, assess, execute, and address client needs to ensure overall service satisfaction, retention, and acquisition. Liaison to various service and operational partners to drive client satisfaction opportunities.
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; FINRA.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705) Pay and benefits information Pay range$115,000.00 - $155,000.00 annualized salary, 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.
$115k-155k yearly Auto-Apply 21d ago
Technology Director - Product Architecture
Wells Fargo Bank 4.6
Menlo Park, CA job
About this role:
Wells Fargo is seeking a Technology Director in our Digital Technology and Innovation group which supports evolving digital platforms and enhances integration of the innovation pipeline into our customer-facing capabilities.
In this role, you will:
Manage a team of Principal Engineers and Architects (engineering leads)
Focus on delivering commitments aligned to enterprise strategic priorities
Build support for strategies with business and technology leaders
Guide development of actionable roadmaps and plans
Identify opportunities and strategies for continuous improvement of software engineering practices
Provide oversight to software craftsmanship, security, availability, resilience, and scalability of solutions developed by the teams or third-party providers
Identify financial management and strategic resourcing
Set risk management guidelines and partner with stakeholders to implement key risk initiatives
Develop strategies for hiring engineering talent
Lead implementation of projects and encourage engineering innovation
Collaborate and influence all levels of professionals including more experienced managers
Lead team to achieve objectives
Interface with external agencies, regulatory bodies or industry forums
Manage allocation of people and financial resources for Technology Strategic Leadership
Develop and guide a culture of talent development to meet business objectives and strategy
Required Qualifications:
8+ years of Technology Strategic Leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
5+ years of experience in direct support of Consumer or Commercial Payments Initiation and Execution or payment engines
5+ years of experience in Consumer or Commercial Digital application architecture
4+ years of experience in customer information systems, deposits and general ledger (core banking) like Hogan mainframe application, along with experience integrating to peer systems
4+ years of management or leadership experience
2+ years of experience in Digital Ledger technology use case implementation
Desired Qualifications:
Proven leadership over complex architecture designs
Ability to work across a matrixed organization with mixed responsibility and accountability models
Job Expectations:
This position offers a hybrid work schedule
Relocation assistance is not available for this position
This position has a hybrid work setup (3 days in office)
Locations:
333 Market St., San Francisco, California
1302 El Camino Real, Menlo Park, California
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.
$215,000.00 - $355,000.00
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:
2 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.
$215k-355k yearly 15d ago
Relationship Officer
Bank of Marin 4.4
Bank of Marin job in Mill Valley, CA
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
$68.6k-89.4k yearly Auto-Apply 60d+ ago
Network Administrator - Senior
Bank of Marin 4.4
Bank of Marin job in Novato, CA
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
$50.9-71.2 hourly Auto-Apply 44d ago
Treasury Management Officer
Bank of Marin 4.4
Bank of Marin job in Novato, CA
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 Treasury Management Officer to join our team at the Corporate Headquarters in Novato, California.
The Treasury Management Officer is responsible for managing the sale, support, and implementation of treasury management products to new and existing customers and acts as a liaison to the Bank's Retail and Commercial divisions. The Treasury Management Officer manages the treasury management and depository business development activities of the Bank's Retail and Commercial Banking segments. Responsible for anticipating needs and proactively recommending depository and treasury management solutions. The Treasury Management Officer serves as a resource to existing customers and resolves product and service issues related to treasury management and depository products. They also participate in remote deposit capture, wire, and ACH reviews, as appropriate. This position is expected to be highly conversant with treasury management products and services offered by Bank of Marin. The Treasury Management Officer role may also be responsible for helping with the training and development of Treasury Management Associates.
Essential Functions:
Own sales/business development responsibilities in order to grow operational relationships, Non-Interest Income (NII) and low-cost deposits on behalf of the bank.
Foster ongoing relationships with all line units by conducting business development activities, providing product/solution information, attending sales meetings, conducting training, and driving client retention efforts.
Prepare treasury management proposals, recommend treasury management pricing, and other treasury management requests from internal clients. Complete treasury management implementation documentation and coordinate implementation/training with Business Services.
Serve as the Treasury Management technical expert and resolve more complex situations, exercising, independent judgement while complying with policies, procedures and regulations.
Provide information to colleagues, internal partners, stakeholders and external customers.
Collaborate with branch and market managers and commercial bankers in a consultative selling capacity.
Responsible for meeting annual sales goals and sales activity targets by developing and executing strategies to sell Treasury Management products to new customers and to help retain and fully penetrate existing relationships.
Collaborate and consult with Treasury Management Team, internal partners, stakeholders, and external customers within Treasury Management, as appropriate.
Other duties may be assigned
Skills and Abilities:
CTP accreditation preferred
Strong knowledge and understanding of treasury management product and services
Knowledge of sales techniques and principles to effectively market treasury management services
Knowledge of the principles and practices associated with the analysis of business operations and depository activities
Advanced professional image, presenting a professional image of the Bank at meetings, events, mixers, etc.
Ability to plan and schedule time efficiently, with the ability to handle interruptions effectively
Ability to work independently under limited or no supervision
Advanced customer service skills, including the ability to resolve customer conflict, etc.
Advanced communication and negotiation skills, conducting productive meetings, and making powerful presentations
Excellent verbal, written, and interpersonal communication skills
Proficient with Microsoft or related office software products including Word, Excel and Outlook
Professional /Educational Experience:
3 - 5 years related experience and/or training.
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 $101,673- $142,345. 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
$40k-48k yearly est. Auto-Apply 60d+ ago
Fraud Lead
Bank of Marin 4.4
Bank of Marin job in Novato, CA
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 Fraud Officer to join our Compliance team at either our corporate office in Novato or our Rancho Cordova office.
The Fraud Lead serves a dual role as both a senior-level investigator and a team leader within the fraud surveillance function. This position reports to the Compliance Manager and is responsible for: (1) conducting complex alert triage, case investigations, and drafting Suspicious Activity Reports (SARs), and (2) supporting the oversight through leadership of operational excellence and process improvement initiatives, mentoring and providing alert/case/SAR guidance and review, and acting as a key escalation point for the team of analysts. The ideal candidate will demonstrate strong investigative skills, regulatory knowledge, and leadership acumen, and will serve as a key escalation point and mentor to associates on the Fraud Monitoring team.
Essential Job Functions:
Oversees the preparation of the annual Fraud Report, including the ID Theft Prevention and Elder/Dependent Financial Exploitation program for the Board of Directors.
Oversees the execution of the annual Fraud Risk Assessment and the proposed updates to the Bank's Fraud Program Policy for the Compliance Managers review and Board approval
Conduct end-to-end investigations of fraud alerts, including transaction analysis, customer profiling, and documentation of findings.
Draft and file high-quality SARs in accordance with regulatory requirements and internal standards.
Perform reviews of alert dispositions, case documentation, and SAR narratives prepared by other staff.
Serve as an escalation point for complex or high-risk alerts and investigations.
Assist the Manager in overseeing daily workflow, ensuring timely and accurate completion of fraud monitoring tasks.
Support the training and onboarding of new team members and provide ongoing coaching and guidance to staff.
Identify process inefficiencies and recommend or implement improvements to enhance fraud detection and operational effectiveness.
Collaborate with internal stakeholders (e.g., Quality Control, Analytics, Compliance, Legal, Operations, Technology) and external partners (e.g., financial institutions, law enforcement) as needed.
Assist in the preparation of internal reports, metrics, and regulatory responses related to fraud monitoring activities.
Maintain up-to-date knowledge of fraud typologies, regulatory changes, and industry best practices.
Support the administration of fraud-related 314(b) requests, business-facing inquiries, and internal information gathering.
Uphold a high standard of confidentiality, integrity, and professionalism in all aspects of work.
Monitor team performance metrics and ensure adherence to service level agreements (SLAs) and quality standards, as needed.
Stay informed on emerging fraud trends, regulatory changes, and industry best practices.
Delegate effectively and assign work to associates to ensure deliverable requirements and timelines are met.
Assist in the administration of incoming/outgoing fraud-related 314(b)s.
Assist in the administration of business-facing inquiries and internal information gathering.
As needed, assist in response to regulatory inquiries applicable to fraud prevention practices or relevant to any areas applicable to the work of the team.
Support the reclaims and representment processes.
Escalate issues or concerns to the Compliance Manager and/or other senior management as needed.
Other duties as assigned.
Knowledge of
Concepts, practices and procedures of securities industry and/or banking compliance reviews.
Fraud typologies, detection methods, and regulatory reporting requirements.
Fraud surveillance systems, case management tools, and SAR filing practices.
Rules and regulations of the USA PATRIOT Act, Bank Secrecy Act, Regulation E, Reg S-ID, and any other applicable fraud-related regulatory or industry rules and guidance.
Transaction methods & financial products, and financial services industry practices.
Principles of banking and finance
Job Skill Level / Additional Requirements:
Investigative analysis and documentation.
Drafting clear, concise, and compliant alert, case and SAR narratives.
Reviewing and providing feedback on investigative work.
Cross-functional collaboration and stakeholder communication.
Time management and prioritization in a high-volume environment.
Mentorship and performance coaching.
Written and verbal communication.
Administering anti-fraud policies and procedures.
Planning and scheduling work to meet organizational and regulatory requirements.
Investigating compliances issues and irregularities.
Making risk-based decisions.
Operating standard office equipment and using required software applications.
Ability to
Work independently and manage complex investigations with minimal supervision.
Complete high-volume, deadline-driven work with a focus on quality and compliance.
Identify and implement process improvements with measurable impact.
Communicate effectively with associates and investigators as well as management, senior management, and internal and external stakeholders (both verbally and through written correspondence).
Provide actionable feedback to inspire the continuous improvement of the team.
Prioritize and delegate work effectively.
Adapt to evolving fraud threats and regulatory changes.
Inspire a team excellence while nurturing a collaborative and uplifting work environment.
Gather information, identify linkages, trends, and significance and communicate findings.
Interpret and apply regulations and identify and recommend compliance changes as appropriate.
Work independently as well as collaboratively within a team environment.
Provide a high level of customer service.
Establish and maintain effective working relationships at all levels of the organization.
Maintain confidentiality and exercise sound judgment.
Foster a culture of integrity, accountability, and continuous improvement.
Educational and Professional Experience:
Bachelor's degree (B.A.) from four-year college or university; or equivalent combination of experience and/or training.
General Experience - 3 to 5 years
CFE required or the ability to obtain in 12 months
CAMS preferred
The hiring pay range for this position is $82,429 to $121,473. 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
$34k-42k yearly est. Auto-Apply 60d+ ago
Private Wealth Client Associate
Bank of America 4.7
San Francisco, CA job
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 clients 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 and clients. 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.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (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.
Responsibilities:
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
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705) Pay and benefits information Pay range$25.00 - $44.00 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.
$25-44 hourly Auto-Apply 50d ago
Operations Specialist
Bank of Marin 4.4
Bank of Marin job in Novato, CA
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 NovatoCalifornia. 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
$28.6-38.6 hourly 60d+ ago
Commercial Real Estate Portfolio Manager
Wells Fargo 4.6
San Francisco, CA job
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.
Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.
About this role:
Wells Fargo is seeking a Commercial Real Estate Portfolio Manager to manage a group of assigned relationships and commercial real estate loans. This portfolio will be concentrated in multifamily - affordable housing, but diversified by facility type (construction, bridge, letters of credit, perm, lines of credit, etc.) and loan structure (recourse/non-recourse; secured vs. unsecured).
In this role, you will:
* Be responsible for the management of a portfolio of commercial real estate loans within Community Lending & Investment (CLI), our primary CRE balance sheet lending platform for multifamily-affordable housing.
* Work closely with the Portfolio Manager to jointly analyze and underwrite new loan opportunities, utilizing a combination of market research, internal portfolio data, client information, and third‑party insights.
* Review and make recommendations for approval (or denial) of loan requests, extensions and modifications.
* Collaborate with senior management and coverage bankers to develop strategies around relationship optimization and deal level execution.
* Interface with customers to assist in identifying needs and maintaining strong relationships.
* Perform both sponsorship and loan level financial analysis.
* Complete in-depth property level analysis and market research.
* Present and advocate to credit committee for approval of loans.
* Work with outside counsel, internal compliance, and our loan closing teams to close modifications and new loans including review of third-party reports and loan documentation.
* Review and approve construction loan draws.
* Conduct quarterly and annual portfolio reviews to identify potential concerns.
* Conduct property tours / site visits.
* Maintain an in-depth knowledge of the local commercial real estate market.
Required Qualifications:
* 2+ years of Commercial Real Estate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Ability to develop and maintain strong relationships while actively participating in the successful execution of complex transactions.
* Familiarity with multifamily - affordable housing, including the Low-Income Housing Tax Credit program.
* Familiarity with various facility types including construction, bridge, letters of credit, perm, lines of credit, etc. and loan structures including recourse/non-recourse and secured/unsecured.
* Experience evaluating market conditions and identifying appropriate comparable properties.
* Ability to apply sound judgment in the application of analytical conclusions to credit approval, structure, and management recommendations.
* Strong verbal, written, and interpersonal communication skills.
* Ability to interact with all levels of an organization.
* Intermediate Microsoft Office skills including some advanced accounting and finance functions in Microsoft Excel.
Job Expectations:
* Ability to travel as needed
* Willingness to work on-site in accordance with current office requirements. Onsite locations: Los Angeles, CA; San Francisco, CA
* Ability to work additional hours as needed
* This position is 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.
* 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.
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.
$92,000.00 - $145,000.00
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:
5 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.
$92k-145k yearly 3d ago
Community Lending Officer - Mira Vista
Bank of America 4.7
Richmond, CA job
Richmond, 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 (***********************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work 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!
This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. 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:**
· Originates loans from multiple internal and external referral sources
· Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers
· Achieves production goals as defined by the business
· Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities
· Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements
· Conducts monthly Home Buyer Workshops and Business Development meetings
**Required Qualifications** **:**
· 2+ years of experience in loan originations and/or home buyer education
· Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs
· Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending
· Ability to organize and deliver Home Buyer Workshop presentations
· Knowledge of community housing counseling agencies
· Knowledge of community grant / downpayment programs
· Strong written and verbal communications skills
· Self-motivated and highly organized
· Ability to prioritize multiple competing tasks
**Desired Qualifications** **:**
· Experience in first mortgage and HELOC
· Familiar with FHA and HUD guidelines
· Knowledge of local competition product offerings and real estate market dynamics
· Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information
· Solid time management skills and the ability to organize, prioritize and perform multipletasks simultaneously
· Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences
· Ability to analyze and comprehend complex financial data and provide appropriate financial solutions
· Professional and effective interpersonal skills
**Skills:**
· Client Management
· Customer and Client Focus
· Loan Structuring
· Oral Communications
· Referral Management
· Credit Documentation Requirements
· Learning Delivery
· Presentation Skills
· Prospecting
· Written Communications
· Active Listening
· Business Development
· Credit and Risk Assessment
· Data Collection and Entry
· Pipeline 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.
$52k-82k yearly est. 60d+ ago
Retail Banker
Bank of Marin 4.4
Bank of Marin job in Corte Madera, CA
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 experienced Retail Banker to work at our Corte Madera 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 consistently selling Bank services and products, while also making qualified referrals to Bank partners. Their secondary role will be to provide support in areas as needed in the branch. 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 years banking experience is required. 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
$19.9-36.1 hourly Auto-Apply 60d+ ago
Portfolio Manager II - Construction
Bank of Marin 4.4
Bank of Marin job in Novato, CA
Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Portfolio Manager II - Construction to join our Construction Lending team in Novato, California.
In a team-oriented environment, the Portfolio Manager II - Construction maintains a high degree of customer service through the examination, evaluation, and recommendations approval of customer applications for construction and commercial real estate loans. Develop and manage moderately complex construction loan accounts that meet established lending requirements and provide maximum profitability to the bank while minimizing construction risk.
Essential Job Functions:
With guidance / oversight from senior construction loan officers and group manager:
Underwriting and Independent Analysis
Use established underwriting guidelines to accurately underwrite and recommend moderately complex construction and commercial real estate loans requests for approval / decline
Articulate credit recommendations by accurately completing the bank-standard Credit
Identify and access the strengths of the primary and secondary sources of repayment for moderately complex construction and commercial real estate credits
Identify and assess key credit risks and the factors that mitigate these risks sufficiently to recommend approval of loan commitment
Recommend and support credit structures that monitor and mitigate key credit risks factors
Sales / Networking
Independently ascertain feasibility of the construction project including marketability of the completed project for commercial residential, mixed-use, commercial income and spec residential properties
Develop new business by contracting prospects and customers; cross-sell bank services
Make site visits and participate in joint calls with senior officers and others
Relationship / Portfolio Management
Recommend and support credit structures that monitor and mitigate key credit risks factors
Interact with title and insurance companies to assure that the Bank's position is protected by appropriate title insurance, endorsements, and adequate insurance protection during the course of construction and upon completion
Review construction inspections and, with the assistance of the construction loan administrator, monitor draw requests to ensure that sufficient money remains to complete the project
Prepare and complete in a timely manner all reports necessary to tract project status and compliance with Bank guidelines
As needed, identify problem credits and help to collect or restructure the credit to protect bank and borrower's asset
Educational/Professional Experience:
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 $101,673 to $142,345. 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
$101.7k-142.3k yearly Auto-Apply 9d ago
Lead Business Execution Consultant (Req # 002102)
Wells Fargo Bank 4.6
San Leandro, CA job
At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo Technology sets IT strategy; enhances the design, development, and operations of our systems; optimizes the Wells Fargo infrastructure footprint; provides information security; and enables continuous banking access through in-store, online, ATM, and other channels to Wells Fargo's more than 70 million global customers.
Wells Fargo Bank N.A. seeks a Lead Business Execution Consultant in San Leandro, CA.
Job Role and Responsibility:
Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives. Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations. Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business. Work independently to make recommendations for support function by providing support and leadership. Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience. Collaborate and consult with team leaders in developing project plans, policies and procedures. Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners. Telecommuting is permitted up to 2 days a week. Position must appear in person to the location listed as the work address.
Travel required: 0%
Required Qualifications: Position requires a Bachelor's degree in Biotechnology, Computer Information Systems, or related technical field plus 5 years of experience in the job offered or in a related position involving application development and implementation experience.
Specific skills required:
• Experience with Actimize Policy Manager/Act One;
• Experience with Actimize Intelligence Server;
• Experience with Oracle SQL;
• Experience with policy management;
• Experience with multiple data technologies including Azure, Google Cloud, Casandra, and Mongo DB;
• Experience with Jira Tools;
• Experience with AGILE and Kanban;
• Experience with Unix Shell scripting; and
• Experience with Splunk.
Salary: $143,000 to $224,000
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:
29 Dec 2025
*
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.
$77k-102k yearly est. 20d ago
Commercial Associate - Global Commercial Banking - San Francisco Bay Area
Bank of America 4.7
San Francisco, CA job
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:
Global Commercial Banking is the Middle Market segment of Bank of America - serving public and private companies with annual revenues of $50 million to $2 billion. Commercial Associates are talented junior teammates who will build their business development skills and develop a high level of proficiency in the financial services solutions and capabilities that Bank of America delivers to our Commercial clients.
This job supports client coverage teams by qualifying prospects, exploring opportunities with existing clients, preparing industry analyses, and developing innovative strategies to help us grow wallet and market share. Key responsibilities include working closely with various banking partners to create client/prospect presentations, providing support throughout the course of the transaction and strengthening client relationships. Job expectations include leveraging data to tell stories and sharing valuable insights from economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions.
Successful CAs grow into Relationship Managers or other client-facing associates over ~4-5 years.
Responsibilities:
Supports the analysis of financial statements, market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals
Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products
Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes
Supports the coordination of clients/prospects and partners from product and deal teams (FX & Rates, Investment Banking, International) throughout the course of a transaction
Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities
Required Qualifications:
Minimum 3 years of previous business experience
Demonstrates initiative/self-motivation
Possesses strong interpersonal skills
Possesses strong analytical and financial modeling skills
Understanding of corporate financial statements
Demonstrates strong critical thinking skills
Demonstrates the ability to independently make decisions
Desired Qualifications:
Bachelor's Degree in Accounting, Finance, or related area
Formal Commercial Credit Training
Skills:
Financial Analysis
Market Analysis
Client Management
Capital Structure Analysis
Negotiating and Influencing
Relationship Building
Pipeline Management
Client Solutions Advisory
Referral Identification
Data and Trend Analysis
Risk Management
Business Development
Data Visualization
Continuous Improvement
Project 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 - San Francisco - 555 California St - Bofa Center - 555 California (CA5705) Pay and benefits information Pay range$85,000.00 - $125,000.00 annualized salary, 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.
$34k-55k yearly est. Auto-Apply 22d ago
Credit Analyst - Senior
Bank of Marin 4.4
Bank of Marin job in Napa, CA
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
$37.5-50.6 hourly Auto-Apply 60d+ ago
Commercial Mortgage Pursuit Specialist
Wells Fargo Bank 4.6
San Francisco, CA job
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.
Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.
About this role:
The Multifamily Capital Team is seeking a motivated and detail-oriented individual to join the team as a Commercial Mortgage Pursuit Specialist. This role is ideal for someone with strong financial acumen, a willingness to learn, and an interest in expanding their expertise in multifamily real estate finance. You will play a key role in supporting deal execution and client engagement, with opportunities for growth and increased responsibility.
In this role you will:
Analyze loans and identify high risk attributes
Assist in sizing deals and preparing preliminary underwriting for agency submission.
Support client communications throughout the transaction process; role will expand to include direct client engagement.
Demonstrate a strong work ethic and eagerness to learn; multifamily experience is a plus but not required.
Identify opportunities and strategies for process improvement and risk control development
Receive direction from manager and exercise independent judgment
Interpret policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal customers
Required Qualifications:
2+ years of Business Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Prior experience in multifamily or commercial real estate finance is a plus.
Advanced Microsoft Excel skills, including proficiency in financial modeling.
Strong analytical skills with high attention to detail and accuracy.
Strong technical writing skills
Excellent verbal, written, and interpersonal communication skills
Experience guiding and mentoring more junior associates or analysts
Bachelor's degree in Finance, Real Estate, Economics, or related field
Job Expectations:
Candidates for this role will be required to work in-office 4 days a week.
Relocation assistance is not available for this position.
This role is not eligible for visa sponsorship
Location:
333 Market Street, San Francisco, CA 94105
This position is 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.
$120,000.00 - $196,000.00
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:
2 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.
$39k-52k yearly est. 21d ago
Wealth Strategist
Bank of America 4.7
San Francisco, CA job
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 clients 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 and clients. 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.
Job Description:
The Private Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories. The role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships.
Core responsibilities
Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients (This role does not have any specific client acquisition goals).
Design, create and effectively deliver presentation pieces for client meetings and national events
Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects.
Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning.
May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients.
Assist with the retention of UHNW relationships.
Skills:
Business Development
Critical Thinking
Oral Communications
Presentation Skills
Wealth Planning
Active Listening
Collaboration
Customer and Client Focus
Pipeline Management
Written Communications
Adaptability
Attention to Detail
Issue Management
Prioritization
Desired Skills:
7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals
Strong Tax, legal research and writing skills
Series 7 & 66 or the ability to obtain these within 120 days
Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher)
Minimum Education Requirement: Law degree required
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705) Pay and benefits information Pay range$206,500.00 - $300,000.00 annualized salary, 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.