Berkshire Hathaway jobs in San Francisco, CA - 165 jobs

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate need for a The Solutions (Application) Architect 2 to drive the definition, design and implementation of technology reference implementations, shared components and/or core application frameworks; with primary focus on web and cloud based application services using the Microsoft technology stack, various third party services and proprietary builds. This role will link the business mission, strategy, and processes of an organization to its IT strategy, and documents this using multiple architectural models or views that show how the current and future needs of an organization will be met in an efficient, sustainable, agile and adaptable manner. Ensures that all systems are working at optimal levels and offers support to application development regarding new technologies and system requirements. Must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. ESSENTIAL RESPONSIBILITIES Works with members of the architecture portfolio to make recommendations in activities related to the design, development and maintenance of Enterprise Architecture strategies, processes, methodologies and models. Promotes the development of common reusable enterprise technology solutions while respecting the main principles of Domain Driver Design (DDD). Assesses the immediate and long term strategic goals of the organization and participates in managing the technology roadmap. Promotes the adoption of the Security Development Lifecycle (SDL) and integration of it in the Software Development Lifecycle (SDLC) to raise security awareness in application development. Ensures technology solutions are aligned to solution patterns, application frameworks and the technology roadmap. Identifies and implements new solutions for research and participate in proof of concept initiatives to explore new architectural strategies. Responsible for the design, customization, and implementation of robust, secure, scalable systems across n-tier platforms. Promotes the development of technical infrastructure/architecture and standards. Supports the new enterprise architecture (called ENCORE) and evaluates roadmaps for opportunity to improve/modernize legacy processes including cloud strategy, DevOps, and technical delivery excellence. Works with the lines of business, support staff, and technology areas, to design a technical structure based on the existing standards and processes and meets the strategic needs of the business and integrates with other business and IT Processes. Defines optimal application architecture strategy for migration to the cloud. REQUIRED QUALIFICATIONS Education: B.A. / B.S. in Computer Science, Computer Engineering, or Information Technology strongly preferred (alternate degree with significant IT related and leadership experience may be considered in lieu thereof). Experience: A minimum of 7 years in software engineering and application development, with a minimum of 3 years of experience in enterprise, application, technical, or information architecture. Proven experience with modern software development environment that is Agile and incorporates CI/CD (Continuous Integration/Continuous Delivery) and DevOps. Previous experience with Web UI technologies (e.g., JavaScript, CSS/SCSS/LESS, using MVC, Bootstrap, Kendo UI, JQuery). Experience with multiple JavaScript frameworks, including Angular, React, Node.js. Experience with the following platforms/technologies: Microservices, NoSQL, AWS/Azure/GCP, Docker/Kubernetes, Service Fabric and Logic App. REQUIRED TECHNICAL SKILLS Demonstrated technical knowledge of application delivery methods and familiarity with how portfolios of systems work together to create enterprise solutions. Strong knowledge of security (risks and threats, authentication, authorization, certificates, encryptions) and familiarity with OWASP. Working knowledge of Visual Studio 2015 or 2017 (or higher), TFS/Git and AzureDevOps. Familiarity with REST APIs, Dependency Injection, Dapper, test automation components. Effectively applies technical knowledge to develop technical solutions to new or complex problems that cannot be solved using existing methods or approaches. WHAT WE OFFER Work From Home Flexibility (up to 2 days per week upon eligibility) Modern Office Setting On-Site Garage Parking Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Hospital Indemnity Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program $156,680 - $192,570 a year This pay scale is an estimate of the salary range the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The actual salary may be above or below the range. The pay scale applies only to this position and only if it is filled in the Bay Area, California. The pay scale may be different for other positions or in other locations. ABOUT US With more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity. #J-18808-Ljbffr

Commercial Bank | Treasury Specialist, Business Development Specialist, SVP The Cash Product Salesperson is a driven professional role, who will lead treasury opportunities, with a focus on new client acquisition across all industry verticals. Given that our business continues to grow exponentially, this role is integral to both executing on the strategy to both grow our existing client base wallet share but also acquire new clients in a rapid fashion. This person will be seen as a subject matter expert for full suite of Treasury Solutions (Cash, Cards, Trade) across all industry segments within the North American Commercial Bank and will be expected to attend pipeline meetings for the Sales organization, providing input from their own perspective on any current opportunities. This also extends to presenting best practices and sales disciplines, not just in the Cash Sales Team but in front of the wider CCB Banking community, as well as applicable partners. This role will be expected to integrate subject matter and industry expertise across all relevant sectors, including disrupter verticals in the early stage company life cycle. Requiring in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Must be able to demonstrate strong communication and diplomacy skills, especially at points of escalation. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Responsible for managing all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis, proposal creation, solution presentation and close of sale Develop independent channels to prospect for new Treasury Management clients and manage the process to maintain a pipeline of potential targets. Interface with prospective clients to develop an understanding of their operating procedures, organization structures and needs, in order to identify and propose the optimal Citi treasury solutions Identify and coordinate new cross-sell opportunities with Coverage partners Build effective network working closely with overseas Citibank branches to design global treasury proposals Responsible for monthly win/loss analysis ensuring MIS systems Be responsible for an individual win goal in excess of $3Million annually Be part of a culture of responsible finance, good governance and supervision, expense discipline and ethics Ability to articulate complex ideas and analytics in succinct and easy to grasp form as well as conceptual framework creation Established or understanding of innovations and disruptive technologies in the corporate treasury space Deep understanding of client trends in liquidity, payments, working capital, risk management and treasury technology, and distill them for mass consumption and direct business impact Strong knowledge of the TTS and CCB cash management business, revenue drivers, and products Proven abilities to focus resources and leverage data and analysis to drive towards business objectives Desire to challenge the conventional, own a problem, bring others onboard, and drive the firm to creating solutions Strong self-motivation and ability to gather consensus on priorities and drive initiatives Qualifications 5+ years of relevant direct Treasury Services sales experience required Certified Treasury Professional (CTP) preferred Proven track record of successful client-focused activity and ability to design best in class Treasury proposals Experience in developing new business specific to treasury services with a focus on companies with revenue of $100MM - $5BN in annual sales revenue Advanced knowledge of general banking operations, including treasury management, liquidity & investments, and/or other commercial banking products and services Strong problem solving and excellent interpersonal skills Committed, trusted team player High energy with strong initiative Efficient time management and organizational skills Job Family Group Commercial and Business Sales Job Family Commercial Product Sales Time Type Full time Primary Location San Francisco, California, United States Primary Location Full Time Salary Range $176,720.00 - $265,080.00 Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date Dec 17, 2025 EEO Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

A major financial services company is seeking an Associate Banker SAFE Act in San Francisco, CA. The role focuses on generating revenue growth and acquiring target clients, particularly in Investments. Candidates should have 6-10 years of experience, investment knowledge, and the ability to manage relationships. Responsibilities include sales strategy creation, prospecting, and client support. This full-time position offers a competitive salary range of $142,320 to $213,480 along with comprehensive employee benefits. #J-18808-Ljbffr

Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields. Responsibilities Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing, and managing investment relationships. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with established clients and with prospective clients. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners. Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions. Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 10+ years of related experience Expertise in providing investment advice and solutions. CFA, MBA degree or other advanced degree a plus. Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated investment trends and solutions. US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7) Education Bachelor's/University degree, Master's degree preferred Primary Location: San Francisco, California, United States Full time Base Salary: $200,000.00 - $300,000.00 Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

A global financial services company is seeking a Mortgage Lending Officer in San Francisco, CA. This role involves assisting clients in achieving home ownership goals through mortgage origination. Responsibilities include analyzing financial situations, making lending recommendations, and maintaining strong relationships with clients and referral partners. The ideal candidate has 2-5 years of mortgage sales experience and strong communication skills. Competitive benefits are offered, including medical and 401(k). #J-18808-Ljbffr

A leading financial services corporation in San Francisco is seeking a Financial Advisor to provide investment services to Ultra high Net Worth clients. The role requires 6-10 years of experience and proficiency in financial analysis and communication. You will be responsible for managing client accounts, conducting economic assessments, and developing strategies to enhance clients' portfolios. Ideal candidates will hold pertinent licenses and possess strong financial backgrounds. Competitive salary offered in the range of $70,000 to $200,000 annually. #J-18808-Ljbffr

ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity. BASIC FUNCTIONUpon successful completion of training, the Underwriter 1 will apply basic underwriting concepts and best practices in evaluating new and renewal business in accordance with established guidelines and aide senior members in developing and maintaining agency relationships. This will involve evaluating policy endorsements, executing policy transactions with accuracy, and providing superb customer service. This individual will be expected to continue to build on industry knowledge and accounts will increase in number and complexity. ONSITE REQUIREMENT This is a hybrid opportunity, requiring initial onsite training and, upon successful completion of same, a minimum requirement of three days per work week in our San Francisco, CA office. TEAMWORK RESPONSIBILITIESRelies primarily on instruction, pre-established guidelines, and judgment to perform the functions of the job and accomplish goals. Performs a variety of tasks directly under the supervision of designated team members as well as autonomously, with proficiency. Works under direct supervision. Possesses strong verbal and written communication skills with internal and external customers and collaboration with peers in an effort to provide the highest level of service. Executes responsibilities professionally and in accordance with the Company's policies and applicable laws.ESSENTIAL RESPONSIBILITIES Successfully completes the Underwriting training curriculum, introducing workers compensation law, rating and pricing regulations, negotiation techniques, and service standards. Reviews applications for insurance coverage proficiently, ensuring applicable information is accurate and complete for pricing determination. Works with the Underwriting Support Specialist team to gather appropriate information needed and reaches out to agency partners to request any additional information required. Analyzes current and prospective policyholders to determine appropriate quotation, indication or declination of policy. Communicates pricing within a predetermined authority level to brokers and producers using industry standards and proprietary software and databases. Ensures profitability and new business goals are met. Makes prompt, sound decisions on issues that arise in submissions based on the best information available. Properly escalates issues timely to Supervisor. Coordinates with Underwriting Support Specialists to bind agreed upon policies. Prepares Loss Control requests for appropriate accounts. Communicates effectively with external clientele and internal resource partners telephonically, via electronic correspondence and if appropriate, in the field. Contributes to productive agency relationships and client retention. Ensures deadlines are met and prompt response is provided. Accompanies other Underwriters and Marketing Managers to agency visits aimed at learning and promoting improved agency relationships. Performs special assignments and projects as assigned. QUALIFICATIONS EDUCATION: Bachelor's degree from an accredited college or university is required. LANGUAGE ABILITY: Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures and governmental regulations. Able to write detailed reports, business correspondence and procedure manuals. Able to effectively present information to management and public groups. MATH ABILITY: Able to work with mathematical concepts such as probability and statistical inference. Able to apply concepts such as addition, subtraction, multiplication, division, fractions, percentages, ratios, and proportions to practical situations. REASONING ABILITY: Able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Able to deal with problems involving several concrete variables in standardized situations. COMPUTER SKILLS: To perform this job successfully, the individual should be proficient on the Microsoft Office Suite and able to quickly master proprietary and vended software applications. In accordance with the California Equal Pay Act, the starting hourly wage for this job is $34.6154. This hourly wage is what the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The pay scale applies only to this position and only if it is filled in California. The pay scale may be different for other positions or in other locations.

A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings. #J-18808-Ljbffr

Morgan Stanley Prime Brokerage Client Service Account Manager Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team dynamic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile: For more than 30 years, Morgan Stanley has led the industry and set the standard for excellence in Prime Brokerage. Our broad and deep client relationships, market‐leading platform and intellectual insights enable us to be a world‐class service provider to our clients for their financing, market access and portfolio management needs. As part of the Institutional Equity Division, Prime Brokerage is a strategic partner to hedge funds and institutional clients across the globe. Prime Brokerage provides clients with clearing and custody services, securities lending and financing, risk analytics, consulting, introductions to potential investors, and access to world-class proprietary technology. Prime Brokerage acts as a portal into the firm and assists clients with navigating Morgan Stanley's vast resources such as Equity Sales and Trading, Derivatives, Securities Lending, Technology and Operations. Account Manager Job Description: The Account Manager is responsible for servicing a variety of institutional clients. This position requires strong relationship management skills to help build a true partnership between our clients and Morgan Stanley. The Account Manager is considered the central point of contact for our clients and acts as a conduit between the client and the rest of the firm, providing escalation support, navigation, and helping to deliver tangible solutions. On a daily basis, the Account Manager oversees the client's accounts and is involved in all aspects of the client's business including, but not limited to: financing, margin, trade clearing and settlement, corporate events, and reporting. The Account Manager communicates issues and ensures problems are resolved in a timely and accurate manner, thus building a level of trust between the client and Morgan Stanley. Additionally, the Account Manager is responsible for adding value to our clients with the goal of tighter integration of the two firms to help drive additional business. Account Managers add value to our clients by developing a deep understanding of the client's business and helping to identify, sell and implement best practice solutions with regard to technology, market access and operations. Knowledge of the Firm's products and services and understanding how to use that knowledge to draw the client closer to Morgan Stanley is essential. Responsibilities: Build relationships with key decision makers at the client Daily client communication and interaction Conduit between Prime Brokerage (PB) operations and the client Manage the efficiency, timeliness and daily risk of PB/Client workflow Introducing PB technology and services to the client Cross selling the firm's products and technology Delivering all of Morgan Stanley services / capabilities to the client Reviewing balance trends and client market share Assessing PB revenue with service offering to ensure proper balance Qualifications: Bachelor's degree with a business focus Must have minimum of 3-5 years of Prime Brokerage Client Service or Prime Brokerage Operations support experience Demonstrate an understanding of capital markets Understanding of operational flows Demonstration of excellent communication skills Exceptional problem solving proficiency Ability to handle pressure, prioritize and multi-task during the course of a business day Proficiency: Microsoft Office (Outlook, Excel, Word, PowerPoint) and general knowledge of software programming/development a plus Strong interpersonal and communication skills WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider of lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to support and grow our customers. Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. Go outside to key referral relationships (Realtors, CPA's, Builders, etc) to drive mortgage business into the bank. Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc). Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 2-5 years relevant experience. 3+ years previous mortgage sales experience required. Residential Mortgage experience required. Established book of business. Proven product sales capability is required. FHA/VA & conventional loan experience is preferred. The ability to comprehend and explain financial calculations and pricing alternatives. The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Demonstrated customer service skills. Strong relationship development and management skills. Expertise of general lending products and overall mortgage industry. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. Education Bachelor's/University degree or equivalent experience. Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date: Aug 14, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

Berkshire Hathaway Homestate Companies, Workers Compensation Division, is looking for a Software Quality Assurance Engineer 2 with extensive software QA technical expertise to join our dynamic QA team. This individual will design, develop, and maintain test scripts and automation Frameworks. The ideal candidate should have strong experience in Selenium/Python, Playwright/TestScript and C Sharp , along with a deep understanding of UI, API and Database automation environments.KEY RESPONSIBILITIES Design, develop, and maintain automation for various applications - UI, API and Databases. Review in detail, test plans and test cases to transform them into automation regressions. Collaborate with QA team members and other stakeholders to understand test requirements and implement automation. Implement best practices for DevOps and CI/CD pipelines, ensuring smooth and automated deployments across environments. Participate in automation code reviews, providing constructive feedback to peers and ensuring high code quality and adherence to coding standards. Collaborate with Development teams to performance and load test applications and services, providing automation test support. Implement best practices for test automation dashboards for modern SRE (Site Reliability Engineering) purposes. Stay up to date with new technology trends and frameworks. Work with the infrastructure team to ensure automation framework environments are stable, secure, and meet business performance expectations. Document automation process - coding guidelines, reviews, check-ins, execution and test results. RISK AND COMPLIANCE Ensure that all business applications comply with industry regulations and internal security standards, including SOX, PCI-DSS, and other financial sector regulations. Work with the cybersecurity team to ensure applications are secured against potential threats and vulnerabilities. Develop and maintain test documentation, including test scripts, and test data management. Implement processes to ensure traceability of test cases to requirements and automated defect tracking/reporting. Work with Agile/Scrum software development processes to implement version control automation and deployments. REQUIRED QUALIFICATIONS EDUCATION: Bachelor's Degree in Computer Science, Software Engineering, or related discipline, required. Strong knowledge of software development and software test life cycles. Excellent problem-solving skills, with the ability to troubleshoot and debug complex technical issues. EXPERIENCE Proven experience as a Software Automation Engineer (2-3+ years) with strong hands-on skills in Playwright/TypeScript. Proven experience as a Software QA Engineer (5-8+ years) with strong hands-on skills in Selenium, Python, and Java. Experience in creating CI/CD pipelines and executing automation scripts every time Dev code or automation code is checked in. Experience in building and using test framework tools such as pytest and JUnit. Experience in automating API cases using standard tools such as SoapUI & Postmaster. Experience with load test such as Artillery, Jmeter, or NeoLoad. Experience in automating Database test cases. Experience with version control systems (e.g., Git) and agile development methodologies (e.g., Scrum, Kanban). PREFERRED QUALIFICATIONS 5-8 years of experience in developing automation for UI, API and backend applications/services. Proven experience in developing test scripts for UI automation using Playwright / TypeScript Proven experience in developing test scripts for UI automation using Selenium/Python and Selenium/Java. Experience in automating test cases using various browsers - Edge, Safari and Chrome. Experience using Azure DevOps or other DevOps tools to drive quality upstream by executing automation code using CI/CD environment. Experience working in multi-disciplinary teams and collaborating with architects, business analysts, and stakeholders. WHAT WE OFFER Work Life Balance Work From Home Program (up to 2 days per week upon eligibility) Modern Office Setting Free On-Site Fitness Facility Two-minute walk from Walnut Creek BART Station Three-minute car ride from CA-24 and I-680 Free On-Site Garage Parking BENEFITS Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.

Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more Responsibilities We are seeking a Senior Territory Manager for our Northern California Territory. This individual will be responsible for agency relationships and business development, with a strong focus on the marketing of GUARD's products and developing the territory across their assigned footprint. This is a role for an experienced high-performing territory manager who excels at finding pockets of opportunities, cultivating strong agency partnerships, and executing profitable growth strategies aligned with the goals of Berkshire Hathaway GUARD Insurance Companies. This role requires routine travel within their assigned territory and outside of the territory on occasion. Responsibilities Develop and maintain profitable, meaningful relationships with agency partners by ensuring they are well-trained and understand the company's appetite, guidelines and initiatives. Actively engage agency partners to drive submission activity and achieve profitable growth and business mix goals. Consistent execution of day-to-day sales process and activities using a disciplined sales process by leveraging tools and metrics that reinforces the focus on agency relationships. Build strong working relationships with distribution leadership and internal stakeholders, taking a collaborative approach to identify and pursue growth opportunities, optimize territory alignment, and strategically expand across the territory. Analyze agency performance, market trends and competitor activity to inform tactical decisions and ensure ongoing alignment with GUARD's underwriting appetite and distribution objectives. Qualifications Ideal candidate has a minimum of 3+ years territory management and/or field underwriting experience Positive face of the organization and a “can-do” attitude Proven track record of developing and maintaining strong agency partnerships and obtaining sales results Solid technical knowledge of commercial insurance, including Worker's Compensation, Businessowners', Commercial Auto, and Umbrella Strong familiarity with the Northern California region and its agency networks, market conditions, and competitive landscape Excellent sales acumen and desire to make a difference Excellent communication, presentation and negotiation skills Bachelor's degree preferred Ability and willingness to travel regularly throughout the region by both car and air Proficiency in Microsoft Excel; experience with Power BI is a plus Salary Range $105,000-$130,000 USD with performance based bonus potential and use of a company car The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.

A leading financial services firm in San Francisco is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice. The role requires 5-8 years of financial advisory experience and strong communication skills. The successful candidate will build relationships with new clients and deepen existing client relationships. This position offers competitive compensation and comprehensive benefits, including medical, dental, and 401(k) plans. #J-18808-Ljbffr

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has a need for an IT Business Systems Analyst 2 to serve as a bridge between IT and business units, analyzing business needs and translating them into actionable technical solutions. This role involves managing and enhancing various business systems to support efficient processes, improve productivity, and align IT solutions with organizational goals. This resource will become a systems experts, offering the advantage of efficiency gain and optimization through advisement on functional and non-functional testing and support for workflow and requirements with end users. Must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. ESSENTIAL RESPONSIBILITIESBUSINESS REQUIREMENTS GATHERING Work closely with technical product owners, IT resources, and stakeholders across departments to understand business needs, processes, and objectives. Conduct interviews, workshops, and document analysis to gather detailed requirements for new systems or system enhancements. Work with architects, developers, and DevOps engineers to design solutions, validate feasibility, and ensure scalability. SYSTEM ANALYSIS & DESIGN Analyze existing systems and workflows to identify gaps, inefficiencies, or areas for improvement. Develop and document functional specifications, system design requirements, and workflow diagrams. Work with IT teams to ensure that system designs meet business requirements and technical standards. PROJECT IMPLEMENTATION Support project planning by developing timelines, defining project scope, and estimating resources. Collaborate with project managers, developers, and other team members during the implementation phase. Conduct system testing, including functional, regression, and user acceptance testing (UAT), to ensure system changes meet quality standards. STAKEHOLDER COMMUNICATION & SUPPORT Act as a liaison between IT teams and business units, ensuring clear communication and understanding of system requirements and constraints. Provide training and support to end-users, helping them understand system functionalities and maximize the system's value. DATA MANAGEMENT & REPORTING Collaborate with data teams to ensure accurate data integration, reporting, and business intelligence. Develop and maintain reports and dashboards that support business decision-making. CONTINUOUS IMPROVEMENT Stay updated on industry trends, best practices, and emerging technologies. Proactively identify opportunities for process improvement and lead initiatives to optimize. QUALITY ASSURANCE & UAT LEADERSHIP Define and enforce acceptance criteria for features and user stories to ensure high-quality deliverables. Collaborate with the QA team to develop comprehensive test plans, perform acceptance testing, and ensure product readiness. Lead user acceptance testing (UAT) sessions, ensuring that product features meet business and technical requirements. PRODUCT LAUNCH & POST-LAUNCH SUPPORT Coordinate product releases, working closely with release management, DevOps, and support teams. Monitor and track the performance of product features post-launch and implement necessary improvements. Provide post-release support to address technical issues and feedback from users and stakeholders. RISK & COMPLIANCE Ensure that all business applications comply with industry regulations and internal security standards, including SOX, PCI-DSS, and other financial sector regulations. Work with the cybersecurity team to ensure applications are secured against potential threats and vulnerabilities. Develop and implement procedures for regular audits, risk assessments, and disaster recovery plans for critical applications. REQUIRED QUALIFICATIONS Education: Bachelor's degree in Information Technology, Business, or related field. Experience: Minimum of 3 years of experience as a Business Systems Analyst or similar role. Experience with low code platforms and experience with SQL and data visualization tools highly preferred. Experience with microservices architecture, containerization (e.g., Docker, Kubernetes), and modern cloud-native applications. Hands-on experience with tools like Git, Jenkins, or containerization. Certifications: Certified Scrum Product Owner (CSPO), Professional Scrum Product Owner (PSPO), or SAFe certifications. SKILLS NEEDED Strong knowledge of automation tools, monitoring, and logging platforms. Proficiency in business analysis tools (e.g., Microsoft Visio, Lucid chart) and familiarity with project management software (e.g., ADO, Jira, Asana). Analytical Thinking: Strong root cause analysis skills. Ability to understand complex business needs and translate them into technical solutions. Strong understanding of business processes and ERP/CRM systems. Communication Skills: Proficient in conveying technical information to non-technical stakeholders and vice versa. Project Management: Skilled in planning, organizing, and managing resources to bring about successful project completion. Adaptability: Open to learning and adapting to new systems, technologies, and business Ability to work independently but in a collaborative manner. Work with cross-function teams. WHAT WE OFFER Work Life Balance Work From Home Program (up to 2 days per week upon eligibility) Modern Office Setting Free On-Site Fitness Facility Two-minute walk from Walnut Creek BART Station Three-minute car ride from CA-24 and I-680 Free On-Site Garage Parking BENEFITS Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.

Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: * 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors * Experience in the software industry is strongly preferred, but not required * Strong written and verbal communication, client and interpersonal skills * Commercial instinct and ability to perform under pressure and tight deadlines * Bachelor's degree is required; an MBA and/or CFA designation would be an asset * Series licensed or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHAT WE'RE LOOKING FORAre you searching for a unique opportunity that offers exceptional training and career growth with a dynamic and growing organization? Are you a Spanish speaker looking to apply those skills in a professional environment? Berkshire Hathaway Homestate Companies is searching for bright individuals looking to begin a challenging, yet rewarding career path as a Workers' Compensation Claims Adjuster. Upon successful completion of the Claims Training program, the Claims Adjuster Trainee will be responsible for management of a caseload of workers compensation claims from inception to resolution. Responsibilities include initial investigation and analysis, strategic planning, management of medical care and legal process, and client relations. This individual will continue to build on claims knowledge and claims will increase in number and complexity. RESPONSIBILITIES Completes classroom training introducing workers' compensation claims handling strategies, medical terminology, and legal concepts. Learns skills such as investigative and persuasive communication, negotiation, decision-making, and strategic planning. Learns to review and interpret medical records. Conducts and directs the investigation of reported claims to determine coverage, compensability and severity and to gather all other relevant information, including making three-point contact telephone calls. Calculates appropriate reserves for each claim and ensures that reserves are adjusted as needed per authority guidelines. Develops and updates a plan of action for the successful resolution of each claim. Assigns appropriate tasks to a Claims Assistant and/or Claims Clerical Assistant and ensures they are performed correctly and efficiently. Reduces fraud through early identification and escalation. Communicates effectively with individuals outside the company, including clients, medical providers, and injured workers. Prepares timely and accurate settlement recommendations (within designated authority parameters) and effectively negotiates the settlement of claims. Ensures that the actions of all other professionals involved in managing a claim, including attorneys, nurse case managers, and investigators, are coordinated to achieve a successful resolution of the claim. WHAT YOU'D BRING TO THE ROLE Minimum of High School Diploma or equivalent certificate required; Bachelor's degree from four-year college or university is preferred Ability to communicate effectively verbally and in writing; Spanish Fluency ability preferred Exceptional interpersonal and customer service skills Ability to manage and prioritize multiple assignments in a fast-paced environment Strong organization skills to ensure tasks are completed within hard deadlines Basic mathematical skills to calculate monetary reserves To perform this job successfully, an individual should be proficient in the Microsoft Office Suite of applications and be proficient, or able to become proficient, on applicable databases, systems, and vendor software programs. WHY YOU SHOULD APPLY Unparalleled financial strength and stability Fantastic growth and advancement opportunities WFH Hybrid schedule Free gym in building Generous Paid Time Off and Holidays Excellent Benefits (Medical, Dental, Vision, 401k, etc) Health and Wellness Reimbursement Tuition Assistance Reimbursement Discounts across companies such as GEICO, See's Candies, etc. In accordance with the California Equal Pay Act, the starting hourly wage for this job is $32.6924. This hourly wage is what the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The pay scale applies only to this position and only if it is filled in California. The pay scale may be different for other positions or in other locations.

The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments Assist the Banker with prospecting-conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Client/prospect meetings-organize the pre‑call planning, organize post‑meeting notes, and maintain all client call records including call reports Assist the Banker in deepening the existing client relationship through deep‑dive analysis Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker Provide day‑to‑day support to Banker on documentation such as account opening and closing, loan disbursals, etc. Provide complete service support to client, including solving complex client inquiries Ensure appropriate documentation related to KYC/AML from the client and ensure all aspects of client records and documentation are completed and updated Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 6‑10 years of experience Knowledge of investments is required; banking and credit products desirable Ability to manage relationships both internal and external; ability to multi‑task FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role. Education Bachelor's/University degree; Master's degree preferred Job Family Group: Private Client Coverage Job Family: Private Banker Support Time Type: Full time Primary Location: San Francisco, California, United States Primary Location Full Time Salary Range: $142,320.00 - $213,480.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date: Oct 30, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. Responsibilities: Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash Identify referral opportunities for new products and services based on client's financial goals Educate clients on digital and self-service opportunities offered by Citi Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed Maintain working knowledge of client accounts as well as new and existing products and services offered. Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: Previous relevant experience preferred Demonstrated sales and customer service experience Money handling experience Effective problem solving and communication skills Ability to work well in a team oriented environment Education: High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Customer Service ------------------------------------------------------ Job Family: Branch Service ------------------------------------------------------ Time Type: Part time ------------------------------------------------------ Primary Location: Millbrae California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $41,600.00 - $51,960.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $20.00 - $24.98 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Nov 28, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Fixed Income Summer Analyst Program is a 10-week program consisting of one week of classroom training, followed by multiple sales rotations across Fixed Income. Rotations may include Global Credit & Municipals, Securitized Products, Emerging Markets and Interest Rates. Summer Analysts receive on-the-job training, benefit from working alongside experienced professionals on meaningful projects, and build their skillsets in a dynamic and evolving environment. In addition, the program features engagement with senior leadership, desk teach-ins, networking events, community service, performance reviews, and a robust mentorship program. Program Overview Summer Analysts begin with a one-day orientation where they are introduced to the Firm's businesses and learn what it's like to be an employee at Morgan Stanley. Fixed Income Summer Analysts then attend Sales & Trading division-specific training where they learn core skills essential for success. The curriculum includes daily market updates, business-specific overviews, and basic product and technical training. Role & Responsibilities Understand how a client base is developed and maintained. Create investment ideas. Learn how we sell and cross-sell the Firm's products. Represent the Firm when interfacing with clients on important business issues. Qualifications & Skills You are pursuing an undergraduate Bachelor's degree or pursuing a 1-Year Master's degree with a graduation date of December 2027 or Spring 2028. Minimum 3.0 GPA. While no prior knowledge of finance or sales & trading is required, you must have a keen interest in finance and markets. You are analytical, adaptive, possess a strong work ethic, are a leader yet team player, as well as a multi-tasker. You possess strong oral and written communication skills. Applications will be reviewed on a rolling basis and we encourage you to apply as soon as you are ready. In order to be considered a complete application, students must submit an application and complete a HireVue (instructions emailed upon submission of application). Applications will close on Sunday, March 1. Expected base pay rates for the role will be $52.89 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Job Level Summer Analyst Program Summer Analyst