Cathay Bank jobs in Monterey Park, CA

Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service & Sales Responsibilities Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS Education: College degree a plus. Experience: Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Skills/Ability: Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese), Korean or Farsi preferred. OTHER DETAILS Officer: $26.44 - $31.25 / hour AVP: $31.25 - $36.06 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Investigator is responsible to conduct the transactional activity reviews and due diligence on potential AML risks associated with existing or potential customers with the purpose that the customer does not present undue legal, regulatory, or reputational risk to Cathay Bank. Interface with branch/lending staff to obtain information related to their customer's transaction activity and documentation provided. ESSENTIAL FUNCTIONS Maintains a current knowledge of the Bank Secrecy Act and related anti-money laundering and OFAC regulations. Conducts account analysis to detect trends and patterns, irregular transaction behavior. Sends requests to account officers to provide supporting documentation on unusual transactions. Organizes and summarizes the analysis performed into cohesive and concise narrative to enrich the customer profile. Completes SARs (if necessary) in a timely manner. Ensures that analysis information and documentation is organized and maintained appropriately. Responsible for researching detailed information, including names and accounts provided by multiple sources to determine if there is evidence of criminal activity. Ensures accurate tracking of assignments and requests for documentation for proper tracking of deadlines, as well as following up on pending items in a timely manner. Coordinates with the AVP Manager to resolve issues, discuss patterns and trends, policy changes, etc. Other responsibilities assigned by the BSA Officer or designee. Regular overtime is required, this includes occasional weekend days. QUALIFICATIONS Strong understanding of Financial Institutions business and relevant products/services. 3 or more years of investigative or related experience with specific emphasis on BSA/AML, SDD/KYC and OFAC. Familiarity with U.S. BSA/AML Laws/Regulations required. Strong analytical and problem resolution skills. Excellent communication skills, both written and verbal. Ability to work well independently and with others. Ability to multi-task prioritize deliverables in a timely and effective manner. Flexibility to adapt to changing priorities to meet business needs. Proficient in the Microsoft suite of products and Internet-based research. Bachelor's Degree in related fields of business or finance, preferred. OTHER CONSIDERATIONS Cooperates and works effectively with others; recognizes, supports, and respects others. Results of Bank's BSA/AML examinations will be considered in evaluating the individual's performance OTHER DETAILS $31.25 - $36.06 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. 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:• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan * Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank * Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities * Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging * Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs * Responds to client requests and makes referrals to appropriate internal partners based on client needs * Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: * Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of: * Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year * Knowledge of credit and home lending requirements * Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. * Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone. * Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information. * Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. * Strong written and verbal communications skills. * Ability to handle ambiguity and adapt to changing circumstances. * Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic. * Can be flexible to work weekends and/or extended hours as needed. * A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. * Ability to learn and understand technology. * Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies. Desired Qualifications: * Experience working in a financial center where goals were met or exceeded. * Knowledge in analyzing and comprehending complex financial data and providing financial alternatives. * Knowledge of banking products and services. * Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. * Experience in a loan origination role in a retail environment and knowledge of * Mortgage Products (Conventional, Jumbo and HELOC, Government) * Structuring, Processing, underwriting and closing procedures * Federal regulations governing real estate lending * FHA and HUD guidelines * Other Lending Products (Credit Card, Vehicle Loans) * Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills: * Client Management * Client Solutions Advisory * Customer and Client Focus * Referral Identification * Risk Management * Client Experience Branding * Credit Documentation Requirements * Credit and Risk Assessment * Pipeline Management * Referral Management * Attention to Detail * Collaboration * Issue Management * Prospecting * Relationship Building The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

About this role: Wells Fargo is seeking a Senior Business Execution Consultant for the Commercial Bank - Supply Chain Finance ("SCF") Business Management team reporting directly to the Business Execution Director. They will support all of the SCF products, including Inventory Finance, Channel Finance, and Global Receivables & Trade Finance ("GRT"), and functions across the global platform. In this role, you will: * Lead cross-functional teams across all SCF products (e.g., Inventory Finance, Channel Finance, and GRT) and functions in the execution of 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 business functions and partners by providing support and leadership * Assist in the planning and execution of a variety of programs and initiatives that may include strategic growth, risk mitigation, efficiency, and customer experience * Collaborate and consult with team leaders in developing project plans, policies and procedures * Provide leadership in implementation of programs, services, and initiatives with cross functional business partners Required Qualifications: * 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Demonstrate expert level skills using Microsoft Suite of software applications such as Word, Excel, Outlook, PowerPoint, as well as expert level skills utilizing Acrobat Reader * Excellent written and verbal communication skills. Ability to communicate and collaborate effectively to leadership & colleagues across functions. * Comfortable operating in a rapidly changing environment * Strong problem-solving, organization, and prioritization skills with attention to detail & accuracy * Self-starter: Ability to work independently or as a team in solving business issues and helping to identify and drive performance metrics * Strong project management skills and ability to skillfully manage multiple tasks concurrently. * Ability to work effectively and cooperatively across functions and levels of the organization. * AI fluency and prompt craftsmanship: demonstrates skill in framing business problems as clear prompts and iterating quickly to achieve high quality, compliant outputs in Copilot and other enterprise AI tools. * Practical experience with Intelligent Automation: Comfortable using automation tools like robotic process automation (RPA), document scanning and data extraction (OCR), and simple workflow builders to make processes faster and more accurate. Job Expectations: * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule * 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 * Ability to travel up to 10% of the time * #commercialbanking Locations: * 1800 Century Park E - Los Angeles, California 90067 * 10 S Wacker Dr, Chicago, Illinois 60606 * 600 South 4th Street - Minneapolis, Minnesota 55415 * 550 South Tryon Street - Charlotte, North Carolina 28202 * 1100 Abernathy Rd - Atlanta, Georgia 30328 Pay Range: * Los Angeles, California Pay Range: $104,000 - $168,000 USD Annual * Chicago, Illinois Pay Range: $96,000 - $154,000 USD Annual * Minneapolis, Minnesota Pay Range: $96,000 - $154,000 USD Annual * Charlotte, North Carolina Pay Range: $87,000 - $140,000 USD Annual * Atlanta, Georgia Pay Range: $87,000 - $140,000 USD Annual Eligible for discretionary annual bonus 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. $87,000.00 - $168,000.00 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: 16 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.

About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Business Development Representative for clients with annual revenue of $100MM to $2B supporting the Orange County market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Lead complex market and other large scale planning efforts with Commercial Banking Business Development, by conducting competitive analyses, leveraging business tools, and applying market insights to identify areas of opportunity Review and analyze complex, multi-faceted or larger scale prospects' needs and Wells Fargo's offerings, considering profitability and risk to Commercial Banking Make decisions in complex and multi-faceted situations within the Commercial Banking Business Development group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve prospects' issues while achieving Wells Fargo's business objectives, by helping prospects navigate processes and escalating inquiries when needed; serve as a mentor for less experienced colleagues Identify and source complex prospects and engage in both cold and warm outreach, and lead team to employ strategies focused on generating new, profitable Commercial Banking relationships Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect Collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects Required Qualifications: 7+ years of Commercial Banking Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management Completion of formal credit training program Commercial banking account relationship management experience for clients with annual revenue of $100MM to $2B Demonstrated experience working collaboratively to deliver the organization to clients and prospects Demonstrated experience generating new client relationships, building and retaining long-term client relationships Experience identifying and mitigating risk, ensuring compliance with processes and procedures Excellent verbal, written, and interpersonal communication skills Job Expectations: This position is not eligible for Visa sponsorship 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 Travel : Ability to travel #commercialbanking Location: 2030 Main Street, Irvine, CA 29614 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. $191,000.00 - $305,000.00 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: 30 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.

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 leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. Specific responsibilities include, but are not limited to: * Managing the branch's Wealth Management Client Associates and Service Support Staff * Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures * Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market * Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Resolving complex, escalated client service and operational needs * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * 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, problem resolution, and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management 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

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 6+ months of experience interacting with people, demonstrated through work, military, or education Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work a schedule that may include most Saturdays This position is not eligible for Visa sponsorship Posting Location(s): 27702D Crown Valley Pkwy LADERA RANCH, CA 92694 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. $22.00 - $27.50 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: 14 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.

Responsible for review/callback of new loan bookings, renewals, monetary transactions, maintenance, and other loan servicing activity. Ensure loan servicing activity follows established procedures, data entry is accurate, and proper support is obtained. ESSENTIAL FUNCTIONS Review of new loan bookings, renewals and modifications ensuring loans are entered into the servicing system accurately. Review of loan maintenance ensuring the compliance with the loan terms and supporting documentation. Review of designated monetary transactions for accuracy, proper authorization, validating computations, such as interest adjustments, prepayment calculations, etc. Review of servicing activities, such as demands and collateral releases, for compliance with established bank policies and procedures. Review ARM/variable rate adjustments and payment changes, including other system automated activity ensuring calculations are according to the loan documents. Instructs staff on finding that require correction/review and confirms proper correction. Maintains callback and exception report documentation in an organized and accessible manner as evidence of review and correction. Supports internal/external audits and examinations providing supporting documentation in a timely manner. Completes all special projects as requested. QUALIFICATIONS Education: High school diploma or equivalent; some college courses a plus. Experience: 3 years of commercial loan servicing experience required Skills/Ability: PC literate, proficiency with MS Office General knowledge/proficiency of IBS loan system a plus Able to work in a fast pace environment while maintaining a high level of accuracy Strong organization skills, able to prioritize work Detail oriented Strong problem-solving skills Strong verbal and written communication skills OTHER DETAILS $26.44 - $31.25 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

The Data Governance Officer is responsible for providing data governance/data management support to the data domains and business units. Under minimal supervision, the Officer will create data governance training materials, document procedures, process flows, as well as Enterprise-standard templates to be used in the execution of data governance requirements by the data domains. ESSENTIAL FUNCTIONS Other responsibilities of the Data Governance Officer include: Produce data governance dashboards on a recurring basis. Manage documentation as well as remediation of key data issues. Execute a reliable Second Line of Defense (2LOD) review and challenge process via documented processes, controls, templates, and rigors. Contribute to the creation and maintenance of data governance documentation including (but not limited to) enterprise governance standards, related training materials, and compliance reporting. Document various governance roles and responsibilities then educate data stewards, data owners and data custodians. Assist in the rollout of the Enterprise Data Governance Program Assist data domains in measuring their compliance to Enterprise Data Policy and its standards via annual compliance assessments. Assist in the rollout of the data risk assessment for applicable domains and/or divisions. QUALIFICATIONS Education: Bachelor's degree or equivalent work experience Data Governance certification (CDMP, CIMP, DGSP, etc.) a plus Experience: Minimum 2 - 3 years of work experience. Process documentation experience or equivalent. Experience creating training materials / modules a plus. Skills/Ability: Excellent written and verbal communication. Strong interpersonal skills. Proficient in MS Office applications: MS Visio, MS PowerPoint, MS Excel, and MS Word. Ability to work independently with light to moderate supervision in various areas of responsibility. OTHER DETAILS $100K - $107K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

The Senior Internal Auditor will perform an important role in performing Financial, Operational, Compliance & SOX Audits and various value-add projects under the direction of internal audit management. The Senior Internal Auditor will be responsible for assisting Internal Audit management with project planning, execution, and reporting. ESSENTIAL FUNCTIONS Under the direction of IA Audit management, owns the execution of financial, operational, compliance, and lending audit processes from start to finish, including planning and audit execution according to a risk-based approach, recommending internal control improvements (including operational enhancements or efficiencies) and may assist preparing audit reports. Effectively manage audit budget and deadlines. Provide updates to management on progress. Ensure assignments are completed within established time frames and that delays/issues/concerns are communicated to Internal Audit management on a timely basis. Partner with process owners to promote and support a culture of continuous process improvement and efficiency driving toward standardized practices. Stay abreast of audit and accounting standards and emerging issues in the areas applicable to the company. Obtain and maintain a general understanding of business activities, objectives, applicable laws, regulations, and associated risks to the company and industry. May participate in various key management committees, acting in an advisory capacity. Identify opportunities for, and participate in approved special projects, investigations, or other significant business issues. QUALIFICATIONS Bachelor's degree in accounting, finance, information technology, or a related field is required. At least 4-6 years related audit experience - in a Bank or Financial Services industry preferred but not required. Ability to work independently and with others. Knowledgeable about the financial industry and related markets, related regulatory bodies, and current industry events and trends. Deep understanding of risk assessment, audit methodology, and audit execution. Strong time management and organizational skills including the ability to manage multiple projects and competing priorities. Ability to exercise sound judgment in the execution of assignments and communication with others. Excellent verbal and written communication skills; interpersonal and presentation skills - ability to work closely and collaboratively with people at all levels in the department and within the organization. Strong analytical thinker and detail oriented with the ability to proactively identify issues and assist in resolution. Excellent computer skills, Proficient in Microsoft Office Products (i.e., Excel, PowerPoint, Word, etc.). CERTIFICATIONS * CPA, CIA, or other related professional certification a plus • Additional qualifications, such as CFE, CAMS, CRCM also preferred OTHER DETAILS $85K - $110K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

The Applications Support Analyst position is charged with responding, resolving, and fulfilling internal Bank system support issues and requests. This position is charged with administering banking application systems and requires prior experience in application and server administration, knowledge in system interdependencies, and understanding of data sets. ESSENTIAL FUNCTIONS Independently analyze, troubleshoot, and document user support tickets related to banking applications systems. Ensure that support tickets are managed towards timely resolution and closure. Collaborate with other areas within the IT department to fulfill business requests. Perform application system maintenance such as installations, upgrades, and patching. Resolve and fulfill requests compliant to established Service Level Agreements. Regularly review system bulletins to ensure issues are identified, addressed, and communicated to appropriate parties timely. Build strong client service relationships across various levels of the organization. Ensure systems are secure through implementation of best practices and procedures, in accordance with FFIEC guidelines. Integrate software and computer systems by analyzing and developing specifications that address business functions and workflow. Maintain application system supports documentation on a regular basis. Participate and contribute to scheduled Disaster Recovery exercises. Take ownership of maintaining recurring System State updates; ensure that documentation kept are accurate and concise. QUALIFICATIONS Education: BS Computer Science/Engineering or equivalent work experience required. Experience: Minimum three years of experience in an applications support position. Experience and knowledge of the financial/banking industry and regulatory requirements (FFIEC) preferred. Experience with PC, Microsoft office suite, business applications, vendor applications, and vendor management preferred. Experience in disaster recovery/application backup concepts and methods preferred. Skills/Ability: Ability to respond and reprioritize quickly to unexpected situations and initiate corrective action quickly. Must be detail oriented and possess strong written and verbal communication skills. Proven capability to effectively interface with dynamic development teams. Strong ability to multitask and be proactive. Ability to work independently with minimal instructions. Customer-centric mindset OTHER DETAILS $33.65 - $39.90 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Documentation, Closing & Funding Department is responsible for preparing commercial loan documentation in LaserPro or reviewing attorney prepared loan documents, and coordinate loan closing ensuring all loan documents are properly executed, and all loan terms/conditions are fulfilled and collateral perfection within allowed timeframe. ESSENTIAL FUNCTIONS Create LaserPro loan documents for all simple commercial loans (i.e. Smart Capital Loans, Cash-Secured Loans and LEAMNs). Review attorney prepared loan documents prior to borrower signing to verify inclusion of Cathay Bank standard provisions, covenants, and other wording in accordance with approval. Validate the receipt of the loan and borrower supporting documentation and that the request follows Bank's policies, procedures, and Federal, State, and other regulatory requirements. Communicate and resolve any supporting documentation issues or questions/clarifications on the conditions/wording appearing in the approval with Lending Unit. Receive signed loan documents and perform closing and funding activities including ensuring all loan documents are properly executed by authorized signer and reviewed/signed by Account Officer. Process wire request, remit funds to pay off other lender, file UCC-1, set up and maintain ticker and monitoring databases. Respond to internal and external inquiries in a timely manner and satisfactory manner (i.e. Lending Units and Loan Servicing). Track for trailing documents (i.e. recorded UCC filings, etc.). Retrieve and distribute incoming interbranch mail. Other duties as deemed necessary by supervisor/manager. QUALIFICATIONS Education: Minimum 2 years junior college level or equivalent preferred but not required. Experience: Some banking experience is a plus. Experience generating loan documents using LaserPro is a plus. Skills/Ability: PC proficient. Strong verbal and written communication skills. Organized and detail oriented. OTHER DETAILS $20.00 - $23.08 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide "best-in-class" service to these loan clients while following established Bank's policies and procedures. ESSENTIAL FUNCTIONS PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report ("CCR") Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: College graduate with major in related fields. Experience: 7-10 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $130K - $170K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

About this role: Wells Fargo is seeking a... In this role, you will: Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks Build or maintain relationships with current and prospective customers Perform administrative, transactional, operational, or customer support tasks related to mortgage sales Receive direction from consultants or managers related to Mortgage Retail Sales functional area Build relationships with current and prospective customers Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc. This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: Experience in Mortgage Retail Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary 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. $23.56 - $29.81 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: 1 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor's calendar, and other projects as assigned. Act as a liaison between the client, Financial Advisor, and back office. ESSENTIAL FUNCTIONS Answer telephone calls (responding, screening, and delegating calls as appropriate), and provide other assistance to callers if possible. Manage Financial Advisor's calendar and schedule appointments. Arrange customer seminars and branch employee training. Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions. Prepare requested reports. Process documents, open client account, and upload to Smartworks Docupace. Assist Financial Advisor in marketing activities, use MarketingCentral and maintain client relationship management database. Establish and maintain customer files. Help Financial Advisor prepare for auditing. QUALIFICATIONS * Education: College degree with business classes preferred but not mandatory.• Experience: 2-5 years of applicable administrative experience required.• Skills/Ability: Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook); strong communication and presentation skills; excellent follow-up and organizational skills; ability to work successfully both independently and as a team player. Be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills. OTHER DETAILS Without License: $20.00 - $21.63 / hour With License: $21.64-$25.00 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

This position is responsible for ensuring that the Bank's Security operations and preventive controls are managed and maintained in accordance with established Information Security policies, standards and procedures, published regulations and industry best practices. Primarily responsible for the constant review of vendor security controls in comparison with policies and industry frameworks, risk assessments, determination of control gaps and their remediation. ESSENTIAL FUNCTIONS Performs vendor security risk assessments to determine inherent risk on proposed projects and assesses vendor security controls to determine residual risk. Evaluates the potential exposure to application security risks and threats based on industry security frameworks and recommends appropriate mitigation. Assesses security practices including Information Security governance, Identity and access control, Incident monitoring and response, Vulnerability assessment and Penetration tests, Network Security and Endpoint Security, among others. Acts as liaison with Third Party Risk Management, Information Technology and business department Relationship Managers related to vendor risk assessments. Reports information security risks and follows-up remediations. Remediates audit and regulatory findings and recommendations related to Information Security and Vendor Risk Management. QUALIFICATIONS Education: College degree in Information Technology or Information Security or equivalent; Security+, SSCP, CISSP, CISM or similar information security certifications preferred. Experience: Minimum two years of experience in Information Security Risk, Information Security Operations or Security Auditing. Proven experience on third-party risk management and vendor security assessments. Working knowledge of security practices such as Endpoint Security, Network Security, Security Operations and Security Governance required. Experience working with Vendor Risk Management (VRM) applications preferred. Skills/Ability: Proven ability to initiate and manage projects. Excellent communication and problem-solving skills. Strong inter-personal communication and collaboration skills. Self-starter, highly motivated, and able to work with general supervision. OTHER DETAILS $28.84 - $33.65 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus.

Oversee the full life cycle of the recruiting process and Talent Acquisition team. The incumbent will strategically partner with all levels of management to develop and execute the hiring plan and recruiting strategies that support the Bank's business. Ensure compliance with talent acquisition-related policies, procedures, local, state and federal laws and regulations. DIRECT REPORTS The incumbent manages a team of five that includes an AVP, Talent Acquisition Assistant Manager, AVP, Talent Acquisition Officer, and three Talent Acquisition Officers. ESSENTIAL FUNCTIONS Maintain high-level understanding of defined market attributes to develop recruiting strategies for long term and sustained growth. Lead efforts to recruit new staff for specific functions based on approved plans. Recommend and implement sourcing strategies to department heads using LinkedIn and other avenues to build talent pipelines. Administer and train hiring managers on the use of the LinkedIn Recruiter Chair. Build a trusted business partner relationship with executive stakeholders by conducting thorough intake meetings for new or upgraded roles, providing talent and market data, in-depth prospective candidate screens and job skills summaries. Conduct research on financial services and banking industries to locate prospective candidates to assist in filling pre-requisition and succession planning. Manage a database of competitors to include organization charts, benefits, retention strategies, etc. Use cost effective recruitment strategies to source candidates through various mechanisms (direct, internet, referrals, research, relationships, etc.) Manage recruitment process for candidates at SVP/EVP level or confidential searches. Develop and cultivate strong relationships with various levels of management, candidates, team, and external recruiting sources. Manage Talent Acquisition vendor relationships including the vendor management on-boarding process for outside partners who support recruiting strategies/products. Partner with vendors to drive diversity efforts. Manage Talent Acquisition annual budget and contracts. Manage the California Consumer Privacy Act unhired applicant submissions. Manage applicant tracking system flow, maintenance, and enhancements. Facilitate bi-monthly Select for Success training for hiring managers. Manage the staff requisition and engagement requisition process of employees and non-employees to ensure pay ranges meet state minimums, s are accurate, and requisitions funnel through staffing committee weekly. Review and approve job descriptions with a focus on how the role fits in the organization while looking at career pathways and journey mapping; ensure FLSA status is accurate, essential functions meet the business unit's expectations, and that the years of experience are appropriate for level of position. Review and approve background check results. Consult with HR Director, Legal, or outside counsel when needed. Review returned Verifications of Employment. Update and write policies as well as desktop procedures for Talent Acquisition based on legislation. Prepare tools and resources for the team and the hiring managers which are found on the Intranet. Prepare quarterly metrics and present to CEO. As well as share feedback from the 90-day pulse survey which collects responses from new hires about the recruiting and on-boarding process and make enhancements as needed. Manage the Employee Referral Program. May serve as project manager for recruitment brand deliverables; to include the design of the hiring manager dashboard, We're Hiring Posters and succession planning functionality within UKG. Design, plan and execute employer branding activities, to include increasing the company Indeed rating. Manage the development and roll out of internship and mentoring programs. Partner with the Compensation Manager to obtain or lead in gathering market data and providing salary range recommendations. Attend webinars/seminars and continued education courses to stay competitive and up to date with marketing, souring, and recruiting trends. Comply with federal, state, and local employment law by staying abreast of existing and new legislation; anticipating new requirements; enforcing adherence to requirements. Attend quarterly legal updates to ensure compliance with hiring practices to include daily operations and recruitment forms/processes. Manage and provide guidance to the team including writing annual performance evaluations and providing balanced feedback. Host bi-weekly 1:1s with direct reports to support their development and monthly team meetings to keep team up to date on housekeeping items, new procedures, and sourcing strategies. QUALIFICATIONS Education: Bachelor's degree in Human Resources or other business-related discipline preferred. Experience: Minimum 5-7 years of recruiting experience, in a financial institution strongly preferred. 3-5 years of management experience required. Skills/Ability: Proven ability to lead the development and implementation of successful recruiting programs with good strategic and creative thinking, project management, and analytical skills. Proven ability to operate efficiently and effectively within a geographically dispersed organization. Intimate knowledge of all steps in the full life cycle of recruiting. Exceptional negotiating skills with internal and external clients/candidates. Proficiency in word processing and spreadsheet applications. Possess ability to work with all levels from staff to senior management. Ability to multi-task while meeting given deadlines. Strong interpersonal skills. Able to effectively guide others with diplomacy and tact. OTHER DETAILS $100K - $130K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Perform the analysis of financial statements and tax returns using nCino for Account Officers to use in their recommendations for new and renewal extensions of credit. Calculate various financial ratios to assist in the ongoing monitoring of borrower compliance to financial covenants per loan agreements and the submission of financial documents. ESSENTIAL FUNCTIONS Manages ticklers and covenants and monitors receipt of financial documents pertaining to the existing credits using nCino. This may include financial statements for borrowers, owners and/or guarantors, tax returns, financial spreads, collateral information, covenants, borrowing base, credit reports, and projections. Prepares and analyzes financial spreads using nCino for private and public companies, prospect, individual and corporate tax returns according to the standard classification and guidelines established by the Bank. Prepares individual and global cash flows. Calculates covenant compliance based on Borrower's Loan Agreement (BLA). Forwards completed spreads to lending unit. Identifies and notifies lending unit of covenant violations and escalates to Credit Administrators as required. Maintains up-to-date knowledge on all Bank lending policies and regulations. Maintains up-to-date knowledge in financial spreads and basic GCF process. Completes quality spreads with supervision. QUALIFICATIONS Education: College degree in Finance, Accounting, Business, or related field preferred, or 2 years related experience in credit or financial analysis. Experience: Minimum one year (prefers two) of working experience in analyzing financial statements, cash flow analysis, familiarity with various industries, collateral issues and values, and analysis of guarantor personal financial statements and tax returns. Skills/Ability: Good working knowledge of accounting, credit policy and financial statement analysis. Good organizational and analytical skills. Good verbal and written communication skills. Ability to work successfully both independently and as a team player. Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook). OTHER DETAILS $20.0 - $21.63 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Los Angeles, 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 (***************************************************************************************************** **:** 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 EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the team's practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Role is designed to allow employees to study and obtain all required registrations. The **Elite Growth Practice (EGP)** **Private Wealth Relationship Manager** position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position. **Relationship Managers** further develop and enhance existing client relationships. They spend the majority of their time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. They assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. They engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. **Role Responsibilities** + Identify and own the client onboarding process + Document client interactions and provide team with time sensitive updates + Execute on team service model + Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy + Engage specialists/partners to address client's needs + Identify and own the client off boarding process + Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service + Monitor and report on client satisfaction and manage the resolution of client escalations **Role Requirements** + Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration + Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission ("SEC") + Obtain and/or maintain at least one firm approved designation + Possess and demonstrate strong communication skills + Ability to lead through collaboration and influence without direct authority + Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once + Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven ability to manage risk and support sound decisions + Ability to research escalated client issues for response/resolution **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 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.