Cathay Bank jobs in New York, NY

Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch. ESSENTIAL FUNCTIONS Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development calls to solicit new business (loans, deposits) or improve services to clients. Oversee and/or train/guide staff to provide clients with appropriate Bank products and services. Insure that staff members provide continuous quality service to clients. Represent the bank in the community through involvement in various civic and charitable activities. Assure compliance with the bank's policies and procedures. Maintain non-discriminatory practices in business. Perform miscellaneous duties as assigned. Sales & Service Responsibilities Set annual personal performance plan/goals and weekly sales plan/goals for the branch staff. Assess sales results of the branch. Work with marketing dept. to develop sales programs and/or campaigns. Hold weekly sales/service meetings for briefings and debriefings. Motivate staff to solicit sales and give commendable service. Supervise training of staff on product knowledge, sales and service techniques. Provide clients with appropriate bank products and services to meet the clients' needs. Build/enhance business relationship with clients. Lending Responsibilities Make business development calls to solicit loans. Maintain, promote, enhance business relationship with clients. Administration Responsibilities Set annual budget and business goal for the branch. Monitor monthly income and control expense of the branch. Ensure a satisfactory branch overall audit. Monitor performance of the staff that are under the manager's direct supervision. Coach and counsel them when needed. Ensure proper guidance is given to those who indirectly report to branch management. Arrange for appropriate training and cross training of staffs when needed. Address and resolve human resource issues when needed. Understand personnel policies and procedures and treat staffs fairly. Operations Responsibilities Oversee/monitor performance of operations staff to ensure all policies/procedures are compliant with bank guidelines Ensure a satisfactory branch audit is met. Authorities Have designated authority to approve loans, overdrafts, checks, withdrawals, fee reversals, and other items. Sign official checks and other documents. Provide signature guaranty. Have authority to directly resolve errors and clients complaints. Hire and fire staff with the concurrence of senior management and Human Resources department personnel. QUALIFICATIONS Education: College degree in business or finance preferred. Experience: At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred. Good knowledge of commercial lending products. Thorough knowledge of federal/state and IRS regulations. Skills/Ability: Leadership qualities: ability to plan, organize, motivate, supervise, and delegate. Ability to create a team environment. Accountable; ability to make decisions and assume responsibility for those decisions. Strong sales and sales management ability. Ability to exercise sound judgment. Excellent interpersonal and verbal/written communication skills. Interpersonal skills necessary to conduct business development calls. Bilingual Mandarin or Cantonese 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.

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 delivering end-to-end case management support to employees and managers around complex, multi-dimensional life events. Key responsibilities include consulting on individual employee issues regarding the bank's benefits programs and how they apply to each unique employee situation. Job expectations include probing to get to the root of an issue, identifying when a concern requires escalation or engagement with partners, and documenting facts in a system of record while maintaining ownership and accountability until resolution. This job is responsible for delivering end-to-end case management support to employees and managers around complex, multi-dimensional life events. Key responsibilities include consulting on individual employee issues regarding the bank's benefits programs and how they apply to each unique employee situation. Job expectations include probing to get to the root of an issue, identifying when a concern requires escalation or engagement with partners, and documenting facts in a system of record while maintaining ownership and accountability until resolution. This role will be aligned to the Life Event Services Operations team, which supports all of the Life Event Services (LES) support teams. This job is responsible for analyzing large quantities of complex data to identify trends, using the data to recommend process enhancements, and presenting recommendations to leadership. Responsibilities: * Delivers end-to-end case management support to employees around complex life events from initial inquiry through case resolution * Responds to inquiries effectively and timely, while demonstrating empathy towards the employee * Provides guidance to Line of Business (LOB) employees regarding their complex situations and recommends options and resources to best fit the issue * Prioritizes time and effort according to the most urgent and sensitive employee, manager, or partner needs, engaging other Life Event Services Support teams as needed * Documents key facts and interactions related to the employee's life event in the case management system of record * Maintains confidentiality and protects employee information * Influences managers, Human Resources (HR) partners, and others to drive towards the optimal resolution that best balances bank policies and guidelines, employee needs, and risk * Gather, organize, and analyze data, interpret the data, and then communicate/present the results in an organized fashion to key stakeholders. * Collaborate closely with stakeholders and cross-functional teams to ensure processes are accurately defined and include activities or capture data required based on business need * Supports the evaluation of existing processes, technologies, and routines to drive process improvements * Prioritize tasks and manage multiple projects simultaneously with short deadlines Required Qualifications: * Proven ability to analyze complex data to identify trends * Demonstrated ability to use data to recommend process changes * Strong proficiency in Salesforce case management system, Excel, PowerPoint, and Word * Experience with case management for complex life events * Ability to turn complex ideas into well-structured materials and presentations * Ability to handle confidential and proprietary information, including sensitive employee data, with discretion and with a strong focus on compliance and risk management * Highly organized, accuracy driven, pro-active work ethic to ensure consistency of data entry and appropriate urgency to sensitive situations * Ability to effectively work under pressure, continue to evaluate priorities in a changing environment, and successfully manage multiple projects with compressed timelines * Excellent interpersonal, relationship, and written/verbal communication skills, with a strong ability to collaborate, partner, and influence * Ability to work with senior leaders and cross functional teams * Demonstrated problem solving, strong follow-up skills and ability to escalate and gain resolution as needed * Detail oriented with strong organizational and planning capabilities * Ability to work independently and as a strong team player Desired Qualifications: * Working knowledge of the Life Event Services operating model including client care, benefits knowledge, systems, principles and operational excellence * Recent experience supporting Life Event Services cases * Experience with AI for data analytics * Exposure to Life Event Services Standard Operating Procedures (SOPs) and Playbooks * Knowledge of Human Resources benefit products and processes * Minimum of 3 years of project management experience Skills: * Active Listening * Attention to Detail * Data Collection and Entry * Prioritization * Research * Critical Thinking * Customer Service Management * Decision Making * Stakeholder Management * Written Communications * Continuous Improvement * Process Simplification * Recording/Organizing Information Shift: 1st shift (United States of America) Hours Per Week: 30

Staten Island, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for 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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. 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 **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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 conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment. Responsibilities: * Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. * Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing. * Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing. * Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings. * Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions. * Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes. Required Qualifications: * Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science * 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models * Familiar with regulations and regulatory guidance on model risk management Desired Qualifications: * Master's degree or above * Prior auditing background preferred Skills: * Critical Thinking * Quantitative Development/Validation * Risk Analytics * Risk Modeling * Technical Documentation * Collaboration * Problem Solving * Risk Management * Data Modeling and Trend Analysis * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations. About this role: Wells Fargo is seeking a Lead Investment Banker. The candidate will take the lead role in executing commercial real estate securitizations, including as fixed or floating rate CMBS, CRE CLO, and real estate ABS. The position will be actively involved in all aspects of business growth and deal execution, through the creation of pitch books, maintaining credit models and diligence files, negotiation of legal documentation, and assistance in the sale/distribution of bonds. The candidate's responsibility also includes guiding deal teams and third-party clients through all facets of the securitization process. In this role, you will: * Help clients achieve goals by analyzing collateral for creative structural features for proposed CMBS, CRE CLO or any other form of real estate securitization. * Maintain existing client relationships and grow third party agented securitizations with an emphasis on solutions for clients with complex needs. * Execute deals by coordinating loan sellers, syndication group, counsel, accountants, rating agencies, investors, and deal vendors. * Maintain thorough market knowledge for any factors that may create future opportunities or affect current deal execution. * Actively collaborate with team to successfully achieve any and all goals. * Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and have broad impact * Participate in large-scale planning for Investment Banking functional area * Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors * Make decisions in complex and multi-faceted situations requiring understanding of Investment Banking functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives * Collaborate and consult with Investment Banking peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals * Lead Investment Banking projects and teams, or serve as a peer mentor Required Qualifications: * 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * An MBA, CFA designation, or a Master's in financial engineering * Experience in commercial real estate or capital markets * Strong working knowledge of accounting and financial concepts, such as discounted cash flows * Knowledge of structured products rating agency frameworks * Excellent oral and written communication skills * Excellent analytical and problem-solving skills * Strong interpersonal skills, including the ability to interact with senior executives and clients * Strong working knowledge of Excel, Word, PowerPoint, information systems and programming * Ability to work in a dynamic and demanding work environment * Dedication to building a career in the financial services industry Job Expectations: * Registration for FINRA Series 7 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted. * Registration for FINRA Series 63 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted. * Ability to travel as needed * Willingness to work on-site in accordance with current office requirements * Ability to work additional hours as needed * This position is not eligible for VISA sponsorship * This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 12 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.

New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** Acts as the senior product representative on a client team and is solely responsible for all product transactions with key clients. Negotiates fee structures. Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from marketing and documentation to closing. The Private Equity/Real Assets Product Sourcing & Origination team strives to develop and maintain a comprehensive product offering calendar across Private Markets including: Private Equity, Credit, Real Estate, Infrastructure, Special Situations and Energy Transition within its Alternative Investments platform for various client demographics. In addition to product sourcing, deal negotiating and feeder fund structuring this position may require connectivity with financial advisors and clients to execute complex product transactions across private placements and RICs. The role is an integral part of the broader team Private Markets team responsible across the illiquid spectrum of Alternative Investments including private equity, real estate, real assets, credit and special situations as well as perpetual and evergreen offerings. Initiatives specifically include: + Sourcing managers/funds + Onboarding managers and launching feeder funds and direct investments + Determining offering and pricing structures + Negotiating terms + Managing external funds relationships while assisting on existing products + Driving initiatives that advance and support a robust Alternative Investments platform that meets the unique needs of the private bank / institutional clients + The Private Equity/Real Assets Product Origination team strives to develop and maintain a comprehensive product offering calendar across its Alternative Investments platform for various client demographics. + In addition to product sourcing, deal negotiating and feeder fund structuring this position may act as secondary coverage for financial advisors and clients to execute complex product transactions across private placements and RICs. + The role works alongside the broader team Private Equity/Real Assets Origination team responsible across the illiquid spectrum of Alternative Investments including private equity, real estate, real assets, credit and special situations **Job Responsibilities:** + Working in conjunction with Sales and due Diligence to determine appropriate funds to offer to ML clients + Developing appropriate legal structure and operational process for each product + Assisting in determining pricing structures + Negotiating business and operating terms with fund managers + Coordinating launching and oversight of private equity funds + Coordinating investment and business due diligence efforts + Ensuring proper internal and external legal review + Coordinating internal review processes + Creating contractual agreements and business proposals + Analyzing private equity offering documents to determine business, legal and headline risk + Maintaining comprehensive knowledge of all private equity fund structures, terms and other industry trends + Specific responsibilities for the management of existing products and external fund relationship efforts will include but not be limited to: + Coordinating appropriate actions to address developing matters with existing funds + Drafting formal communications for financial advisors and clients + Ongoing maintenance of platform collateral + Integration of offerings across the Bank of America platform **Required Qualifications:** + Knowledge of financial market + Demonstrated capability to work in a team environment + Ability to manage and execute multiple projects + Excellent written and verbal communication skills + Series 7 and 63/65 or 66 preferred at time of hire or must be able to obtain within 120 days of start date. **Desired Qualifications:** + 8+ years of general financial industry experience with preference of strong alternative experience, within private equity origination or deal sourcing + Bachelor's degree (concentrated in Finance or Business MBA) + Knowledge of private markets **Skills:** + Analytical Thinking + Customer and Client Focus + Financial Management + Presentation Skills + Risk Management + Business Development + Client Management + Client Solutions Advisory + Market Analysis + Negotiation + Causation Analysis + Financial Forecasting and Modeling + Product Management + Relationship Building + Result Orientation **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

This job is responsible for analyzing some of the most exciting and complex financial services companies with a global footprint and helping make impactful stock recommendations to generate alpha. Key responsibilities include performing financial and statistical analyses, conducting research, preparing reports, helping to originate, structuring and modeling transactions, and assessing market trends. The North American Banks Research team covers 40+stocks across US and Canada with over $2 trillion in market-capitalization. The team is looking for someone who has the intellectual curiosity and the aptitude to ramp up on a fast-evolving banking sector which is undergoing secular shifts tied to stablecoins and digital assets, AI and a shifting regulatory backdrop. The ideal candidate will have between one to four years of experience in markets or experience focusing on the banking (or financial services) sector. This candidate will work with both the Senior Analysts and team members in all aspects from idea generation to company meetings, and will play a critical part in providing the financial modeling and qualitative analysis to formulate investment opinions. Responsibilities: * Assists in structuring, pricing, and executing transactions to assist in developing financing solutions for existing and emerging companies * Conducts analysis of company financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instruments * Attends to day-to-day sales, trading, and hedging transaction needs, responding to client inquiries, logs, and records data * Assists with the preparation of associated financial models and written reports * Perform complex financial modeling & valuation work * Write regular industry and company reports and company launch initiations from scratch * Develop databases integral to our research product * Demonstrate strong industry knowledge and business judgment * Work with Senior Analysts to develop key industry themes * Build relationships and facilitate information flow with contacts at covered companies * Participate and contribute to client meetings and events * Attend meetings and interact with key opinion leaders * Closely follow and understand market, industry and company specific activity * Seek out new, unusual sources of information * Interact regularly with clients Qualifications * Bachelor's Degree or equivalent years of experience * 1-4 years of experience focusing in equity research, wholesale credit, buy side experience or investment banking experience * Strong writing and modeling skills. Must be an expert at MS Word and MS Excel * Must be able to thrive in a fast-paced and intense environment. * Must have excellent communications skills, written and verbal * Must enjoy following the stock market and doing desktop and field research * Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics * Must have strong attention to detail, ability to multi-task * Must work well in a collaborative team environment Shift: 1st shift (United States of America) Hours Per Week: 40

About this role: Wells Fargo is seeking a Mortgage Retail Sales Coordinator (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: * 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 Desired Qualifications: * Excellent verbal, written, and interpersonal communication skills * Mortgage industry experience * Customer service experience * A BS/BA degree or higher * 6+ months of experience navigating multiple computer systems, applications and utilizing search tools to find information * Knowledge and understanding of business development and marketing 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: 29 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

NEW YORK, New York **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 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 Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **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. + Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. + 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. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **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 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 **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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 **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for analyzing and interpreting a client's credit worthiness, evaluating credit risks, and writing credit approval memos for annual renewals and new lending opportunities. Key responsibilities include analyzing qualitative and quantitative data such as client's financials, projections, industry data, covenant compliance, and collateral appraisals to ensure compliance with the bank's risk appetite. Job expectations include completing regular monitoring and underwriting tasks and supporting key internal stakeholders to achieve successful execution of new transactions. Embedded across the bank's eight lines of business, the Global Renewable Energy Credit team reflects the bank's initiative to fuel the global economy, build trust and credibility with communities, and represents a company that people want to work for, invest in, and do business with. The Global Renewable Energy Credit team supports the continued growth in sustainable, renewable, and green finance and further deliver on the bank's commitment to help society transition to a low-carbon economy. The Global Renewable Energy Credit Team covers transactions for Corporate Lending, Tax Equity and Project Finance through involvement in the origination and underwriting of transactions. **Responsibilities:** + Analyzes client's financial performance by comparing it to past performance, projections, and industry standards + Reviews financial statements, assesses the client's compliance with financial covenants, and renews risk ratings, while recommending changes as warranted + Assists in the underwriting, credit risk analysis, negotiation, and closing of new transactions or existing transactions, while adhering to all relevant policies and procedures + Evaluates transaction and relationship risk-adjusted profitability to facilitate the allocation of capital + Builds projection models for the client (as needed) based on historical performance, industry forecasts, and other due diligence findings + Perform financial, business industry, and transaction analyses, conduct research, and prepare supporting documentation for transaction credit approval + Performs intensive qualitative and quantitative due diligence ontransaction structures, stress scenarios, financial models, engineer reports, and terms and conditions + Participate in the underwriting and documentation of project finance and other credit facilities designed to meet both client and investor needs as well as balance the bank's internal risk/return requirements + Provide input into key projects/initiatives across the bank + Review the credit profile of key transaction counterparties (e.g. borrowers, servicers, sponsors and off-takers) + Engage with various partners including GCIB Enterprise Credit Officers for recourse obligors, Enterprise Credit Risk, and Global Markets Risk **Required Qualifications:** + 1+ years' experience in corporate or commercial credit at a financial institution + 1+ years' experience in project finance/tax equity/structured credit with a focus in energy, power, or infrastructure **Desired Qualifications:** + BA degree in Finance or related major + Formal credit training program at financial institution + Strong technical skills including quantitative financial modeling **Skills:** + Analytical Thinking + Financial Analysis + Financial Forecasting and Modeling + Profitability Analysis + Research Analysis + Attention to Detail + Business Acumen + Credit and Risk Assessment + Underwriting + Written Communications + Verbal Communication + Academic Aptitude + Quantative Skills + Strategic and Creative Thinking + Collaboration + Critical Thinking + Portfolio Analysis + Prioritization + Technical Documentation **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

About this role: Wells Fargo is seeking a Portfolio Manager in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products. In this role, you will: * Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners * Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors * Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda * Partner with coverage teams within the context of individual deals and client relationships, to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings * Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable * Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives * Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product's or specialty's objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives * Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies * Be a key participant in large-scale planning related to a given product or specialty's business objectives * Serve as a mentor for less experienced individuals Required Qualifications: * 5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in Asset Based Lending and Factoring * Microsoft Office: Excel, Word, PowerPoint * Strong understanding of financial statements, collateral analysis, and loan structuring. * Proficiency in financial analysis, including interpreting balance sheets, income statements, and cash flow. * Excellent interpersonal, communication, and negotiation skills. * Strong understanding of commercial banking products and services. * Ability to analyze client needs and develop tailored financial solutions. Job Expectations: * Travel: 10% of the time * This position offers a hybrid work schedule * Willingness to work on-site at stated location on the job opening. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $167,000.00 - $260,000.00 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.

Following established company policies and procedures, assists Loan Officers in the following essential functions. ESSENTIAL FUNCTIONS Prepare new and renewed underwriting packages. Support Loan Officers in loan closing and funding. Assists Loan Officers to underwrite new and renewed loans under $1 million and credit modifications and amendments. Assist Loan Officers in customer service and follow up on outstanding items. Assist Loan Officers with various account monitoring activities. Prepare and distribute routine reports for the loan team Maintain loan application log and loan files. QUALIFICATIONS Education: College degree in business or finance preferred but not mandatory. Experience: 1-2 years' experience in loan administration preferably in commercial lending. Skills/Ability: PC Proficient and detail oriented. Strong verbal and written communication skills. Bilingual (English/ Mandarin or Cantonese) is a plus. Ability to effectively interact with customers and all levels of management. OTHER DETAILS $23.08 - $26.44 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. **What to Expect** The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: + Building valuation models and supporting transaction execution + Conducting company and industry research + Preparing client materials and pitch presentations + Participating in diligence sessions, client meetings, and internal discussions + Collaborating with senior bankers on engagements across sectors and geographies + Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. **Is This Program Right for You?** We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. **Required Qualifications** + 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education **Desired Qualifications** + MBA with an expected graduation date of December 2026 to June 2027 + Strong verbal and written communication skills + Ability to operate effectively both independently and in teams + Advanced Microsoft Office (Excel, PowerPoint, Word) skills + Track record of leadership or involvement in professional or academic initiatives **Program Locations** Positions are available in New York. **Pay Range:** NY (New York City): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $138,500.00 - $287,600.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 31 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-483558

Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank. ESSENTIAL FUNCTIONS Operations Perform deposits and withdrawal transactions. Reconcile and balance teller cash drawer. Process outgoing wires. Essential functions of Safe Deposit box (e.g. entry, opening, maintenance). Assist customers with problem resolution. Assist in ATM balancing. Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports. New Accounts Perform all aspects of new account opening procedures for all bank products/services. Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution. Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes. Maintain confidentiality of customer information as well as Bank proprietary information. Sales & Service Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders). Proactively support branch new business promotions. QUALIFICATIONS College degree in business, accounting or finance preferred or related work experience. 6-12 months of cash handling, customer service in a retail environment, or sales experience preferred. Banking experience is a plus. Desire to learn the banking industry, help others, and work in a professional environment. PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus. Detail-oriented and organized with good note taking and follow-up skills. Good oral and written communication skills - can write clear messages, initiate conversations, and talk to customers about products and services. Good listening and interpersonal skills - can listen without interrupting, seeks clarification, responds professionally, and keeps emotions under control in difficult situations. Ability to work independently and as part of team. Ability to give and receive feedback to improve skills and job knowledge. Can maintain good attendance and arrive consistently at scheduled start time. Bilingual English/Chinese (Mandarin or Cantonese) preferred. Able and willing to commute as required for business needs. OTHER DETAILS $19.00 - $23.00 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for incentive compensation.

The VP, Treasury Management Sales Consultant, is responsible for identifying, presenting and delivering treasury management solutions to established clients and prospects. The TMSC is responsible for sourcing core deposits and fee income associated with treasury management products and services. The TMSC will help mentor other Treasury Management Consultants as needed. The TMSC will also help commercial lenders meet or exceed assigned depository and TM goals. ESSENTIAL FUNCTIONS Meet with Cathay Bank's largest clients and prospects to assess treasury management needs, discuss initiatives and recommend effective strategies. Meet or exceed sales revenue goals. Partner with commercial relationship managers to identify and develop treasury management solutions for clients and prospects. Listen to learn and give compelling reasons for ideas and recommendations. Collaborate with relationship managers to develop cross-selling strategies and update Cathay Bank team members on product enhancements as appropriate. Work with clients and Treasury Management Implementation and Support team to deliver a seamless transition to Cathay Bank. Team up with internal partners (TMIS and Product Management team) to improve the "client experience" through continuous improvement. Share time, resources, and frequently seek input and feedback from others. QUALIFICATIONS Education: Bachelor's degree with major in Finance, Marketing, Business or equivalent work experience required. CTP preferred. Experience: 5-7 years of Treasury Management sales experience required. Skills/Ability: Excellent written communications skills - produce clear and understandable work materials which may include desktop procedures, instructions, written email communications, etc. Excellent verbal communication skills - articulates point of view effectively and ensures others understand the message. Demonstrated ability to deal effectively with all levels of management. Effective project management and organizational skills - willing to put in extra time and effort to get the job done. Excellent analytical skills and problem-solving skills. Demonstrated ability to remain productive in challenging work situations. Demonstrated ability to deal with ambiguity in an effective manner. Ability to travel 50% of the time within their assigned territory. OTHER DETAILS $90K - $125K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for performing risk assessment and repayment capacity analysis (i.e., financial, borrower, industry, etc.) and preparing transaction justification for complex transactions with limited supervision. Key responsibilities include documenting credit analysis, independently assessing historic and projected borrower financial information, evaluating adherence to policy and procedure, providing tax equity or loan structure analysis and recommendations, monitoring portfolio performance andassisting with transaction document negotiation, energy/infrastructure project diligence. **Responsibilities:** + Evaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility + Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver credit solutions + Monitors the client's operating performance and financial condition, proactively identifying issues and opportunities + Delivers financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making process + Ensures adherence to credit policies, guidelines, procedures, and applicable regulatory requirements **Required Qualifications:** + 2+ years' of commercial and/or corporate banking credit or equity underwriting related experience. + Experience in Energy and/or private equity. **Desired Qualifications:** + Bachelor's Degree in finance, accounting or related field. + Experience in thermal energy, oil and gas and/or renewables. + Experience in renewable and/or infrastructure debt + Formal Credit Training or experience with equity transactions **Skills:** + Attention to Detail + Financial Analysis + Underwriting + Written Communications + Analytical Thinking + Credit Documentation Requirements + Credit and Risk Assessment + Financial Forecasting and Modeling + Recording/Organizing Information + Business Acumen + Collaboration + Collateral Management + Loan Structuring + Prioritization **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent 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 Bilingual speaking and listening proficiency in Spanish/English Desired Qualifications: 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 Must take and pass required language assessment Posting Location(s): 145 Fulton Ave. - Hempstead, NY 11550-3703 @RWF22 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: 10 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.

New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Description:** The Structuring, Origination and UHNW Solutions team ("the Team") is cross-asset structured products unit responsible for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth clients based across the Americas. Focus on over-the-counter and securitized cross-asset products with embedded vanilla or light-exotic optionality on equity, commodities, currencies, interest rates and hybrid underlying assets. The successful candidate will be a well-rounded individual who possesses strong quantitative, analytical and communication skills. Prior experience with the origination and marketing of the previously mentioned products; including preparing term sheets, ideas/marketing materials and presentations; pricing derivatives and executing transactions is preferred. The candidate will be extremely organized and motivated, and should have a general knowledge of global economies, macro topics and financial markets. **Responsibilities:** + Professionals on the Team develop research-driven strategic and tactical trading ideas. + Interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and engage in the structuring, origination, positioning and execution of OTC derivatives and fully funded transactions across all asset classes. + Will help to execute platform development initiatives aimed at improving the origination processes, drive scale of product utilization and improving the advisor experience. **Qualifications:** + 2-5 years of prior experience working in client coverage, platform development and/or OTC structuring capacity. + **Direct experience with structured notes, OTC derivatives background with at least partial cross-asset derivatives skills** . + Understanding of credit policies and collateral supporting derivatives + Multi-tasking and ability to work under pressure. + Ability to work as a team player in a dynamic, fast-paced and collaborative work environment. + FINRA registered representative with Series 7 & 66 required. + MS, MBA and/or CFA are desirable but not required. **Skills:** + Analytical Thinking + Customer and Client Focus + Financial Forecasting and Modeling + Financial Management + Risk Management + Causation Analysis + Client Management + Market Analysis + Presentation Skills + Relationship Building + Data Management + Project Management + Result Orientation **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.